Townsquare Capital LLC Raises Position in United Rentals, Inc. $URI

Townsquare Capital LLC boosted its position in United Rentals, Inc. (NYSE:URI) by 155.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,454 shares of the construction company’s stock after purchasing an additional 884 shares during the quarter. Townsquare Capital LLC’s holdings in United Rentals were worth $1,388,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of URI. Loomis Sayles & Co. L P purchased a new stake in shares of United Rentals in the 2nd quarter worth about $28,000. Salomon & Ludwin LLC lifted its holdings 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 worth $29,000 after acquiring an additional 26 shares during the period. Cedar Mountain Advisors LLC acquired a new position in United Rentals in the third quarter valued at $32,000. Trust Co. of Toledo NA OH purchased a new stake in shares of United Rentals during the 2nd quarter worth about $38,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in United Rentals during the 3rd quarter worth approximately $40,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

United Rentals Stock Down 13.1%

NYSE URI opened at $785.14 on Friday. The business has a fifty day moving average price of $850.02 and a two-hundred day moving average price of $887.49. The stock has a market capitalization of $49.96 billion, a PE ratio of 20.30, a PEG ratio of 1.88 and a beta of 1.69. United Rentals, Inc. has a fifty-two week low of $525.91 and a fifty-two week high of $1,021.47. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.90 and a quick ratio of 0.84.

United Rentals (NYSE:URI) last announced its quarterly 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 company had revenue of $4.21 billion for the quarter, compared to the consensus estimate of $4.24 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.38%. The company’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period last year, the firm posted $11.59 earnings per share. Equities analysts expect that United Rentals, Inc. will post 44.8 earnings per share for the current fiscal year.

United Rentals announced that its board has approved a share repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the construction company to repurchase up to 8.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its stock is undervalued.

United Rentals Increases Dividend

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

Key Headlines Impacting United Rentals

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

• Positive Sentiment: Board approved a $5.0 billion share repurchase program (represents ~8.7% of shares outstanding), signaling management believes the stock is undervalued and materially increases buyback-driven EPS support. Share Repurchase Program Initiated by United Rentals (NYSE:URI) Board of Directors
• Positive Sentiment: Company raised its quarterly dividend by 10% to $1.97/share (annualized yield ~1.0%), reinforcing cash-flow confidence and returning income to shareholders. United Rentals Increases Quarterly Cash Dividend
• Positive Sentiment: Company reported record FY‑2025 results and introduced a 2026 outlook that includes plans to return roughly $2 billion to shareholders, supporting long-term shareholder value assumptions. United Rentals Announces Fourth Quarter and Full-Year1 2025 Results
• Neutral Sentiment: FY‑2026 revenue guidance was provided in a range ($16.8B–$17.3B) that overlaps consensus (~$17.1B), so guidance is not a clear beat/fail — it gives direction but also a wide band. United Rentals Announces Fourth Quarter and Full-Year1 2025 Results
• Negative Sentiment: Q4 headline miss: EPS $11.09 vs. consensus ~$11.86 and revenue $4.21B vs. ~$4.24B; margins contracted y/y, prompting investor concern about near-term profitability and expectations reset. United Rentals (URI) Q4 Earnings and Revenues Lag Estimates
• Negative Sentiment: Market reaction and commentary emphasize the quarter as a short-term setback — headlines and analysis describe a sharp intraday pullback driven by the earnings miss despite the buyback/dividend announcements. Why United Rentals Stock Is Plummeting Today
• Negative Sentiment: Company disclosed a new Technology risk tied to expanded AI use — investors may view this as an emerging regulatory/strategic risk that could increase compliance costs or operational complexity. United Rentals Faces Heightened Strategic and Regulatory Risks as AI Integration Expands

Analysts Set New Price Targets

Several research analysts recently weighed in on URI shares. KeyCorp reaffirmed an “overweight” rating on shares of United Rentals in a research note on Wednesday, December 3rd. Barclays reduced their target price on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a report on Monday, October 20th. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. Citigroup lifted their target price on United Rentals from $950.00 to $1,090.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, Truist Financial reduced their price objective on shares of United Rentals from $1,169.00 to $1,045.00 and set a “buy” rating for the company in a research note on Thursday, December 18th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, United Rentals has a consensus rating of “Moderate Buy” and a consensus price target of $970.76.

United Rentals Company 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.