United Rentals, Inc. $URI Holdings Decreased by PNC Financial Services Group Inc.

Posted by Brenda Bartman on Jul 24th, 2026

PNC Financial Services Group Inc. reduced its position in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 1.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 58,106 shares of the construction company’s stock after selling 651 shares during the period. PNC Financial Services Group Inc.’s holdings in United Rentals were worth $42,334,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Woodline Partners LP lifted its position in shares of United Rentals by 40.0% in the 1st quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock worth $3,458,000 after buying an additional 1,577 shares during the last quarter. Sei Investments Co. grew its position in shares of United Rentals by 24.7% during the 2nd quarter. Sei Investments Co. now owns 27,136 shares of the construction company’s stock valued at $20,444,000 after buying an additional 5,375 shares during the last quarter. Treasurer of the State of North Carolina grew its position in shares of United Rentals by 43.6% during the 2nd quarter. Treasurer of the State of North Carolina now owns 56,057 shares of the construction company’s stock valued at $42,233,000 after buying an additional 17,030 shares during the last quarter. HUB Investment Partners LLC raised its stake in United Rentals by 11.3% during the second quarter. HUB Investment Partners LLC now owns 2,205 shares of the construction company’s stock worth $1,661,000 after acquiring an additional 223 shares during the period. Finally, Diversify Advisory Services LLC raised its stake in United Rentals by 338.7% during the second quarter. Diversify Advisory Services LLC now owns 1,654 shares of the construction company’s stock worth $1,246,000 after acquiring an additional 1,277 shares during the period. 96.26% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have commented on URI shares. Robert W. Baird lifted their target price on United Rentals from $970.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Sanford C. Bernstein set a $903.00 price target on United Rentals and gave the stock an “outperform” rating in a research report on Thursday, April 9th. UBS Group reissued a “buy” rating and issued a $1,350.00 price target on shares of United Rentals in a report on Thursday. Raymond James Financial restated an “outperform” rating and set a $1,275.00 price objective on shares of United Rentals in a research report on Wednesday, June 10th. Finally, Weiss Ratings downgraded United Rentals from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 9th. Fourteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $1,149.69.

Get Our Latest Report on United Rentals

United Rentals Price Performance

NYSE URI opened at $1,142.57 on Friday. United Rentals, Inc. has a 52 week low of $701.59 and a 52 week high of $1,177.67. The company has a current ratio of 0.80, a quick ratio of 0.74 and a debt-to-equity ratio of 1.37. The stock has a market cap of $71.58 billion, a price-to-earnings ratio of 27.44, a price-to-earnings-growth ratio of 1.65 and a beta of 1.79. The company has a 50-day moving average price of $1,049.29 and a two-hundred day moving average price of $917.54.

United Rentals (NYSE:URI – Get Free Report) last released its quarterly earnings results on Tuesday, July 21st. The construction company reported $12.76 earnings per share for the quarter, beating analysts’ consensus estimates of $11.53 by $1.23. The company had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.22 billion. United Rentals had a return on equity of 31.93% and a net margin of 15.67%.The business’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $10.47 earnings per share. Analysts forecast that United Rentals, Inc. will post 46.85 EPS for the current year.

United Rentals Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be given a dividend of $1.97 per share. This represents a $7.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Wednesday, August 12th. United Rentals’s payout ratio is 20.10%.

Insiders Place Their Bets

In related 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 value of $2,374,758.00. Following the completion of the sale, the executive vice president owned 14,774 shares of the company’s stock, valued at $14,227,362. This represents a 14.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Joli L. Gross sold 306 shares of the company’s stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $954.99, for a total transaction of $292,226.94. Following the completion of the sale, the senior vice president directly owned 5,738 shares of the company’s stock, valued at $5,479,732.62. The trade was a 5.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.47% of the company’s stock.

More United Rentals News

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

Positive Sentiment: United Rentals reported record Q2 2026 results, beating estimates on both earnings and revenue, with EPS of $12.76 versus consensus around $11.53 and revenue of $4.41 billion versus $4.22 billion expected. United Rentals (URI) Beats Q2 Earnings and Revenue Estimates
Positive Sentiment: The company raised 2026 guidance, signaling management expects continued momentum from strong rental demand, better fleet productivity, and specialty business strength. United Rentals Q2 Earnings Beat on Rental Growth, ’26 Guidance Raised
Positive Sentiment: Bank of America boosted its price target on URI to $1,300 from $1,195 and reiterated a buy rating, reflecting confidence in further upside after the earnings beat. Benzinga report on Bank of America price target increase
Positive Sentiment: Management highlighted record revenue, record rental revenue, and strong shareholder returns, which reinforced the bullish reaction in the stock.
Neutral Sentiment: United Rentals also declared a quarterly dividend of $1.97 per share, which is supportive for income investors but not the main driver of the move.

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.