Fisher Asset Management LLC Buys 6,020 Shares of United Rentals, Inc. $URI

Posted by Brian Himes on May 27th, 2026

Fisher Asset Management LLC increased its stake in United Rentals, Inc. (NYSE:URI – Free Report) by 9.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 66,734 shares of the construction company’s stock after acquiring an additional 6,020 shares during the period. Fisher Asset Management LLC’s holdings in United Rentals were worth $54,009,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of URI. Capital International Investors lifted its position in shares of United Rentals by 22.8% during the third quarter. Capital International Investors now owns 3,402,524 shares of the construction company’s stock worth $3,247,762,000 after purchasing an additional 631,484 shares during the last quarter. Capital World Investors lifted its position in shares of United Rentals by 6.7% during the third quarter. Capital World Investors now owns 2,678,614 shares of the construction company’s stock worth $2,557,158,000 after purchasing an additional 168,685 shares during the last quarter. Franklin Resources Inc. lifted its position in shares of United Rentals by 6.8% during the third quarter. Franklin Resources Inc. now owns 1,315,086 shares of the construction company’s stock worth $1,255,460,000 after purchasing an additional 83,978 shares during the last quarter. Alliancebernstein L.P. lifted its position in shares of United Rentals by 5.6% during the third 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 during the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in shares of United Rentals by 2.9% during the third quarter. Dimensional Fund Advisors LP now owns 948,386 shares of the construction company’s stock worth $905,313,000 after purchasing an additional 26,847 shares during the last quarter. 96.26% of the stock is currently owned by institutional investors.

Insider Activity at United Rentals

In other news, EVP Craig Adam Pintoff sold 2,466 shares of the company’s stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $963.00, for a total transaction of $2,374,758.00. Following the transaction, the executive vice president owned 14,774 shares in the company, valued at $14,227,362. This represents a 14.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Matthew John Flannery sold 22,768 shares of the company’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $984.98, for a total transaction of $22,426,024.64. Following the transaction, the chief executive officer owned 99,980 shares in the company, valued at approximately $98,478,300.40. This trade represents a 18.55% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 26,088 shares of company stock worth $25,628,877. 0.47% of the stock is owned by insiders.

United Rentals Stock Performance

URI opened at $965.81 on Wednesday. United Rentals, Inc. has a 52-week low of $681.98 and a 52-week high of $1,021.47. The company has a quick ratio of 0.74, a current ratio of 0.80 and a debt-to-equity ratio of 1.37. The company has a market cap of $60.51 billion, a P/E ratio of 24.64, a price-to-earnings-growth ratio of 1.49 and a beta of 1.83. The firm’s 50-day moving average price is $839.69 and its 200-day moving average price is $842.62.

United Rentals (NYSE:URI – Get Free Report) last posted its quarterly earnings data 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 analyst estimates of $4.20 billion. During the same quarter last year, the company earned $8.86 EPS. The business’s revenue was up 7.2% compared to the same quarter last year. As a group, equities analysts anticipate that United Rentals, Inc. will post 47.07 EPS for the current fiscal year.

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

United Rentals Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be issued a dividend of $1.97 per share. The ex-dividend date is Wednesday, May 13th. This represents a $7.88 annualized dividend and a dividend yield of 0.8%. United Rentals’s dividend payout ratio is 20.10%.

Analysts Set New Price Targets

Several analysts have recently weighed in on URI shares. JPMorgan Chase & Co. lifted their target price on United Rentals from $850.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Royal Bank Of Canada boosted their price target on shares of United Rentals from $1,041.00 to $1,119.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Citigroup boosted their price target on shares of United Rentals from $950.00 to $1,130.00 and gave the company a “buy” rating in a report on Friday, April 24th. Barclays boosted their target price on shares of United Rentals from $600.00 to $715.00 and gave the stock an “underweight” rating in a report on Friday, April 24th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $1,030.00 target price on shares of United Rentals in a report on Friday, April 24th. Twelve investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,006.13.

Check Out Our Latest Stock Analysis on URI

United Rentals Profile

(Free Report)

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.