Rep. Julia Letlow Sells United Rentals, Inc. (NYSE:URI) Shares

Representative Julia Letlow (Republican-Louisiana) recently sold shares of United Rentals, Inc. (NYSE:URI). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in United Rentals stock on February 2nd. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.

United Rentals Trading Up 0.6%

URI stock traded up $4.18 during trading on Monday, hitting $738.48. The company had a trading volume of 64,635 shares, compared to its average volume of 684,974. The stock has a market cap of $46.44 billion, a price-to-earnings ratio of 19.13, a PEG ratio of 1.19 and a beta of 1.66. The company has a quick ratio of 0.88, a current ratio of 0.94 and a debt-to-equity ratio of 1.41. The firm has a 50-day moving average price of $831.19 and a 200-day moving average price of $864.80. United Rentals, Inc. has a 12 month low of $525.91 and a 12 month high of $1,021.47.

United Rentals (NYSE:URI) last released its earnings results on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing the consensus estimate of $11.86 by ($0.77). United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The firm had revenue of $4.21 billion during the quarter, compared to analyst estimates of $4.24 billion. During the same period last year, the business posted $11.59 earnings per share. The firm’s quarterly revenue was up 2.8% on a year-over-year basis. As a group, analysts predict that United Rentals, Inc. will post 44.8 earnings per share for the current year.

United Rentals announced that its Board of Directors has authorized 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 buy up to 8.7% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board of directors believes its stock is undervalued.

United Rentals Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th were issued a $1.97 dividend. This is an increase from United Rentals’s previous quarterly dividend of $1.79. This represents a $7.88 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Wednesday, February 11th. United Rentals’s dividend payout ratio (DPR) is 20.37%.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in shares of United Rentals by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 7,494,303 shares of the construction company’s stock valued at $5,646,208,000 after buying an additional 72,267 shares during the period. Capital International Investors raised its stake in United Rentals by 22.8% during the 3rd 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 lifted its holdings in United Rentals by 1.1% during the fourth quarter. Capital World Investors now owns 2,708,877 shares of the construction company’s stock worth $2,192,357,000 after acquiring an additional 30,263 shares in the last quarter. JPMorgan Chase & Co. grew its stake in United Rentals by 71.3% in the second quarter. JPMorgan Chase & Co. now owns 1,874,127 shares of the construction company’s stock valued at $1,411,968,000 after acquiring an additional 780,322 shares during the period. Finally, Franklin Resources Inc. grew its stake in United Rentals by 2.2% in the fourth quarter. Franklin Resources Inc. now owns 1,343,981 shares of the construction company’s stock valued at $1,087,711,000 after acquiring an additional 28,895 shares during the period. Institutional investors and hedge funds own 96.26% of the company’s stock.

Insider Transactions at United Rentals

In other news, EVP Michael D. Durand sold 2,490 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was 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 $5,900,322.12. This trade represents a 25.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP William E. Grace sold 1,498 shares of United Rentals stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total value of $1,184,753.22. Following the transaction, the executive vice president owned 6,872 shares in the company, valued at $5,434,996.08. This trade represents a 17.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.53% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Sanford C. Bernstein set a $965.00 price objective on United Rentals in a report on Friday, January 30th. UBS Group raised shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price target for the company in a research note on Sunday, January 4th. Robert W. Baird set a $970.00 price objective on shares of United Rentals in a research note on Friday, January 30th. JPMorgan Chase & Co. dropped their target price on shares of United Rentals from $1,150.00 to $970.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Finally, KeyCorp set a $950.00 price target on United Rentals in a research report on Friday, January 30th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, United Rentals currently has an average rating of “Moderate Buy” and a consensus price target of $925.59.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

About United Rentals

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.