AustralianSuper Pty Ltd Trims Position in United Rentals, Inc. $URI

AustralianSuper Pty Ltd trimmed its position in United Rentals, Inc. (NYSE:URI) by 64.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,557 shares of the construction company’s stock after selling 26,170 shares during the quarter. AustralianSuper Pty Ltd’s holdings in United Rentals were worth $13,897,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Loomis Sayles & Co. L P bought a new stake in United Rentals during the 2nd quarter worth approximately $28,000. Salomon & Ludwin LLC grew its position in shares of United Rentals by 650.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock valued at $29,000 after purchasing an additional 26 shares in the last quarter. Cedar Mountain Advisors LLC purchased a new position in shares of United Rentals during the 3rd quarter valued at $32,000. Trust Co. of Toledo NA OH bought a new position in shares of United Rentals in the second quarter worth $38,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in shares of United Rentals in the third quarter worth $40,000. 96.26% of the stock is currently owned by institutional investors.

United Rentals Price Performance

Shares of United Rentals stock opened at $785.14 on Friday. The business’s 50-day moving average price is $850.02 and its 200-day moving average price is $887.49. The firm has a market capitalization of $49.96 billion, a PE ratio of 20.30, a price-to-earnings-growth ratio of 1.88 and a beta of 1.69. United Rentals, Inc. has a 12 month low of $525.91 and a 12 month high of $1,021.47. The company has a current ratio of 0.90, a quick ratio of 0.84 and a debt-to-equity ratio of 1.40.

United Rentals (NYSE:URI) last issued its earnings results on Wednesday, January 28th. The construction company reported $11.09 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.86 by ($0.77). The firm had revenue of $4.21 billion during the quarter, compared to analysts’ expectations of $4.24 billion. United Rentals had a return on equity of 30.38% and a net margin of 15.49%.The firm’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same period in the prior year, the company earned $11.59 EPS. Sell-side analysts forecast that United Rentals, Inc. will post 44.8 EPS for the current fiscal year.

United Rentals declared that its board has approved a stock buyback program on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to buy up to 8.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

United Rentals Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be given a $1.97 dividend. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, February 11th. This is a boost from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio is 18.42%.

Trending Headlines about United Rentals

Here are the key news stories impacting United Rentals this week:

• Positive Sentiment: Board approved a large buyback authorization — management authorized a $5.0 billion repurchase program (about 8.7% of shares), which supports share price over time and signals confidence from the board. RTT News – Stock Buybacks
• Positive Sentiment: Dividend increased 10% — the board raised the quarterly cash dividend to $1.97/share (payable Feb 25, ex‑div Feb 11), a signal of durable free cash flow and support for income investors. Press Release — Dividend Increase
• Neutral Sentiment: Company reported record 2025 results and set FY2026 guidance — management reiterated outlook with revenue guidance of $16.8–$17.3B (consensus ~ $17.1B), which is roughly in line with expectations but not clearly bullish. TipRanks — Record 2025 Results
• Neutral Sentiment: Investor materials and slide deck available — management provided the earnings presentation and call transcript for detail; useful for modeling fleet growth, utilization and capex. Earnings Presentation
• Negative Sentiment: Q4 EPS and revenue missed estimates — EPS was $11.09 vs. consensus ~$11.86 and revenue was $4.21B vs. ~$4.24B; EPS also declined from $11.59 a year ago, signaling margin pressure. Earnings Call Transcript
• Negative Sentiment: Market reaction focused on short‑term disappointment — coverage and market commentary highlight the Q4 miss as the proximate cause of the sharp selloff (weakness amplified by high trading volume). Fool — Why URI Is Plummeting
• Negative Sentiment: Revenue growth slowed and margins under pressure — revenue was up only ~2.8% YoY and net margin/readouts in the call pointed to cost and utilization headwinds that could weigh on near‑term profitability. Zacks — Q4 Miss & Dividend Hike

Analyst Ratings Changes

URI has been the subject of several recent analyst reports. Weiss Ratings restated a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. KeyCorp reiterated an “overweight” rating on shares of United Rentals in a research report on Wednesday, December 3rd. Truist Financial cut their price objective on United Rentals from $1,169.00 to $1,045.00 and set a “buy” rating for the company in a report on Thursday, December 18th. Citigroup raised their target price on shares of United Rentals from $950.00 to $1,090.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Finally, UBS Group upgraded shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 target price for the company in a research report on Sunday, January 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, United Rentals presently has an average rating of “Moderate Buy” and an average price target of $970.76.

United Rentals Profile

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.