Universal Beteiligungs und Servicegesellschaft mbH Raises Stock Holdings in United Rentals, Inc. $URI

Universal Beteiligungs und Servicegesellschaft mbH boosted its holdings in United Rentals, Inc. (NYSE:URI) by 31.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 63,669 shares of the construction company’s stock after acquiring an additional 15,118 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in United Rentals were worth $51,582,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. TD Waterhouse Canada Inc. raised its position in United Rentals by 73.3% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 5,740 shares of the construction company’s stock worth $5,533,000 after buying an additional 2,428 shares during the last quarter. National Pension Service raised its position in United Rentals by 4.5% in the 3rd quarter. National Pension Service now owns 103,146 shares of the construction company’s stock worth $98,469,000 after buying an additional 4,415 shares during the last quarter. North Growth Management Ltd. raised its position in United Rentals by 22.2% in the 3rd quarter. North Growth Management Ltd. now owns 11,000 shares of the construction company’s stock worth $10,189,000 after buying an additional 2,000 shares during the last quarter. HB Wealth Management LLC raised its position in United Rentals by 37.2% in the 3rd quarter. HB Wealth Management LLC now owns 6,608 shares of the construction company’s stock worth $6,308,000 after buying an additional 1,790 shares during the last quarter. Finally, Independent Advisor Alliance raised its position in United Rentals by 11.6% in the 3rd quarter. Independent Advisor Alliance now owns 9,108 shares of the construction company’s stock worth $8,695,000 after buying an additional 947 shares during the last quarter. Hedge funds and other institutional investors own 96.26% of the company’s stock.

Key Stories Impacting United Rentals

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

• Positive Sentiment: Record Q1 and stronger outlook — United Rentals reported record first-quarter results, raised full‑year 2026 guidance (revenue and adjusted EBITDA ranges) and highlighted robust rental revenue and free‑cash‑flow generation; management also announced execution of a new $5.0 billion share‑repurchase authorization. QuiverQuant article
• Positive Sentiment: Dividend and capital returns — URI declared a quarterly dividend of $1.97/share (ex‑dividend May 13), and returned $500M to shareholders in Q1 (including $375M buybacks). This signals continued cash generation and shareholder-friendly policy.
• Positive Sentiment: Earnings beats on some measures — Adjusted EPS of $9.71 beat the Zacks consensus of $9.01 and compares favorably to prior year EPS; rental revenue rose ~8.7% YoY. Zacks EPS beat article
• Neutral Sentiment: Guidance vs. consensus — URI set FY‑2026 revenue guidance of $16.9B–$17.4B (street ~ $17.1B), so the outlook is largely in line but wide enough to leave room for interpretation. TipRanks announcement
• Neutral Sentiment: Further metric review available — Coverage pieces are parsing unit economics, utilization and fleet metrics to assess sustainability of the Q1 result. Zacks metrics analysis
• Negative Sentiment: Headline misses vs. some Street estimates — Other outlets note URI missed the broader consensus EPS ($11.47) and the consensus revenue figure (~$4.20B) on a GAAP basis, which creates mixed headlines and explains why some investors remain cautious. Press release / MarketBeat PDF
• Negative Sentiment: Insider selling and institutional re‑weighting — Reports flagged sales by senior executives and large institutional position changes, which could concern some investors about near‑term sentiment even as fundamentals look solid. QuiverQuant insider/ownership note

Analysts Set New Price Targets

Several equities research analysts have recently commented on URI shares. Truist Financial set a $972.00 price target on shares of United Rentals in a research report on Friday, January 30th. Citigroup reduced their price target on shares of United Rentals from $1,090.00 to $950.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Sanford C. Bernstein set a $903.00 price target on shares of United Rentals and gave the company an “outperform” rating in a research report on Thursday, April 9th. 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 report on Sunday, January 4th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Rentals in a research report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $914.88.

United Rentals Price Performance

NYSE URI opened at $803.41 on Thursday. United Rentals, Inc. has a 52 week low of $588.35 and a 52 week high of $1,021.47. The firm has a market capitalization of $50.53 billion, a P/E ratio of 20.77, a PEG ratio of 1.30 and a beta of 1.68. 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 company has a 50-day moving average price of $790.94 and a 200-day moving average price of $841.72.

United Rentals (NYSE:URI) last announced its quarterly earnings data on Wednesday, April 22nd. The construction company reported $9.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.47 by ($1.76). The company had revenue of $3.99 billion for the quarter, compared to the consensus estimate of $4.20 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The company’s revenue was up 7.2% compared to the same quarter last year. During the same quarter last year, the firm posted $8.86 earnings per share. Equities research analysts anticipate that United Rentals, Inc. will post 46.6 earnings per share for the current year.

United Rentals Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be paid a dividend of $1.97 per share. The ex-dividend date is Wednesday, May 13th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 1.0%. United Rentals’s payout ratio is 20.37%.

United Rentals declared that its Board of Directors has initiated a share buyback plan on Wednesday, January 28th that authorizes the company to buyback $5.00 billion in shares. This buyback authorization authorizes the construction company to purchase up to 8.7% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In related news, EVP Michael D. Durand sold 2,490 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 7,458 shares in the company, valued at approximately $5,900,322.12. The trade was a 25.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP William E. Grace sold 1,498 shares of the business’s stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $5,434,996.08. This trade represents a 17.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.47% of the company’s stock.

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.