Teachers Retirement System of The State of Kentucky Sells 1,082 Shares of United Rentals, Inc. $URI

Teachers Retirement System of The State of Kentucky decreased its holdings in United Rentals, Inc. (NYSE:URI) by 1.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 59,022 shares of the construction company’s stock after selling 1,082 shares during the quarter. Teachers Retirement System of The State of Kentucky’s holdings in United Rentals were worth $47,767,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of URI. Capital International Investors raised its stake in shares of United Rentals by 22.8% in the third quarter. Capital International Investors now owns 3,402,524 shares of the construction company’s stock worth $3,247,762,000 after buying an additional 631,484 shares during the period. Capital World Investors increased its stake in United Rentals by 6.7% in the 3rd quarter. Capital World Investors now owns 2,678,614 shares of the construction company’s stock worth $2,557,158,000 after buying an additional 168,685 shares in the last quarter. Franklin Resources Inc. boosted its stake in shares of United Rentals by 6.8% in the third quarter. Franklin Resources Inc. now owns 1,315,086 shares of the construction company’s stock worth $1,255,460,000 after acquiring an additional 83,978 shares during the period. Alliancebernstein L.P. lifted its holdings in United Rentals by 5.6% in the 3rd quarter. Alliancebernstein L.P. now owns 1,088,209 shares of the construction company’s stock worth $1,038,870,000 after purchasing an additional 57,977 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in United Rentals by 2.9% during the 3rd quarter. Dimensional Fund Advisors LP now owns 948,386 shares of the construction company’s stock valued at $905,313,000 after buying an additional 26,847 shares in the last quarter. Institutional investors own 96.26% of the company’s stock.

Insider Activity at United Rentals

In other United Rentals news, EVP Michael D. Durand sold 2,490 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $791.14, for a total transaction of $1,969,938.60. Following the sale, the executive vice president owned 7,458 shares of the company’s stock, valued at approximately $5,900,322.12. The trade was a 25.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Andrew B. Limoges sold 548 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $977.86, for a total value of $535,867.28. Following the completion of the transaction, the vice president owned 1,865 shares of the company’s stock, valued at $1,823,708.90. This trade represents a 22.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 27,304 shares of company stock valued at $26,116,584. Company insiders own 0.47% of the company’s stock.

United Rentals Stock Down 1.2%

Shares of United Rentals stock opened at $975.12 on Friday. The firm’s 50-day moving average is $795.43 and its two-hundred day moving average is $841.64. United Rentals, Inc. has a 1 year low of $611.93 and a 1 year high of $1,021.47. The stock has a market cap of $61.09 billion, a price-to-earnings ratio of 24.88, a PEG ratio of 1.59 and a beta of 1.68. The company has a debt-to-equity ratio of 1.37, a current ratio of 0.80 and a quick ratio of 0.88.

United Rentals (NYSE:URI) last announced its earnings results on Wednesday, April 22nd. The construction company reported $9.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.47 by ($1.76). United Rentals had a net margin of 15.32% and a return on equity of 30.56%. The company had revenue of $3.99 billion for the quarter, compared to the consensus estimate of $4.20 billion. During the same period last year, the business posted $8.86 EPS. The firm’s revenue was up 7.2% compared to the same quarter last year. As a group, research analysts expect that United Rentals, Inc. will post 46.64 earnings per share for the current fiscal year.

United Rentals declared that its board has authorized a share repurchase plan on Wednesday, January 28th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the construction company to buy up to 8.7% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

United Rentals Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th will be issued a $1.97 dividend. This represents a $7.88 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Wednesday, May 13th. United Rentals’s dividend payout ratio (DPR) is currently 20.37%.

Analyst Ratings Changes

URI has been the subject of a number of research analyst reports. Citigroup raised their price objective on United Rentals from $950.00 to $1,130.00 and gave the company a “buy” rating in a research report on Friday. Wells Fargo & Company upped their target price on shares of United Rentals from $995.00 to $1,071.00 and gave the company an “overweight” rating in a research report on Friday, January 23rd. Robert W. Baird lifted their target price on United Rentals from $970.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Friday. Truist Financial set a $1,209.00 price objective on shares of United Rentals in a research report on Friday. Finally, Barclays reissued an “underweight” rating and issued a $715.00 price objective on shares of United Rentals in a research note on Friday. Thirteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $986.35.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: Q1 beat and higher guidance — URI reported robust Q1 results, beating revenue and (adjusted) EPS expectations and raised full‑year 2026 guidance, which triggered the large share rally. United Rentals Announces Strong First Quarter Results and Raises Full-Year 2026 Guidance
• Positive Sentiment: Demand and margins driving outperformance — Coverage points to stronger large‑project demand, cost controls and fleet productivity as the operational drivers of the beat and improved margin outlook. URI Q1 deep dive: Large project demand and cost controls drive outperformance
• Positive Sentiment: Analyst upgrades lift sentiment — Major brokers raised price targets and ratings (JPMorgan and Robert W. Baird among them), reflecting confidence in upside after the results. Benzinga The Fly
• Positive Sentiment: Management confident on call — The earnings call emphasized continued demand strength and execution, reinforcing the raised outlook. United Rentals’ Earnings Call Signals Confident Growth
• Neutral Sentiment: Market recognition and index spotlight — Coverage notes URI gaining visibility in indexes (Russell 1000) and elevated media attention following the print. How Is United Rentals Gaining Spotlight In The Russell 1000 Index?
• Neutral Sentiment: Dividend declared — URI declared a quarterly dividend (paid late May), a small income element but not a primary driver of the move. Benzinga movers
• Negative Sentiment: Sharp run‑up raises near‑term risk — The stock jumped 20%+ on the print, leaving valuation higher and increasing the chance of profit‑taking and short‑term volatility (which appears to be occurring today). Why United Rentals Stock Jumped More Than 20 Today
• Negative Sentiment: Volume and volatility spike — Trading volume has climbed materially around the print, increasing execution risk for larger positions and the chance of intraday swings. United Rentals stock soars 23 as earnings beat lifts outlook

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.