Gamco Investors INC. ET AL Sells 600 Shares of United Rentals, Inc. $URI

Posted by Brenda Bartman on May 18th, 2026

Gamco Investors INC. ET AL trimmed its position in United Rentals, Inc. (NYSE:URI – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,231 shares of the construction company’s stock after selling 600 shares during the quarter. Gamco Investors INC. ET AL’s holdings in United Rentals were worth $25,276,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Gleason Group Inc. increased its stake in shares of United Rentals by 4.3% in the fourth quarter. Gleason Group Inc. now owns 269 shares of the construction company’s stock worth $218,000 after buying an additional 11 shares during the period. Bridgewater Advisors Inc. increased its stake in shares of United Rentals by 1.2% in the fourth quarter. Bridgewater Advisors Inc. now owns 967 shares of the construction company’s stock worth $783,000 after buying an additional 11 shares during the period. Great Valley Advisor Group Inc. increased its stake in shares of United Rentals by 2.9% in the second quarter. Great Valley Advisor Group Inc. now owns 387 shares of the construction company’s stock worth $292,000 after buying an additional 11 shares during the period. Howard Capital Management Inc. increased its stake in shares of United Rentals by 3.1% in the third quarter. Howard Capital Management Inc. now owns 395 shares of the construction company’s stock worth $377,000 after buying an additional 12 shares during the period. Finally, Fearless Solutions LLC dba Best Invest increased its stake in shares of United Rentals by 2.2% in the fourth quarter. Fearless Solutions LLC dba Best Invest now owns 554 shares of the construction company’s stock worth $448,000 after buying an additional 12 shares during the period. 96.26% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Barclays lifted their target price on shares of United Rentals from $600.00 to $715.00 and gave the stock an “underweight” rating in a research note on Friday, April 24th. KeyCorp boosted their price objective on shares of United Rentals from $950.00 to $1,150.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. JPMorgan Chase & Co. boosted their price objective on shares of United Rentals from $850.00 to $1,050.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. Citigroup boosted their price objective on shares of United Rentals from $950.00 to $1,130.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Finally, Morgan Stanley reissued an “overweight” rating and set a $1,030.00 price objective on shares of United Rentals in a research report on Friday, April 24th. Thirteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $996.94.

Get Our Latest Stock Analysis on United Rentals

Insider Buying and Selling at United Rentals

In other news, SVP Joli L. Gross sold 306 shares of the company’s stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $954.99, for a total value of $292,226.94. Following the sale, the senior vice president directly owned 5,738 shares of the company’s stock, valued at $5,479,732.62. This represents a 5.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Matthew John Flannery sold 22,768 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $984.98, for a total transaction of $22,426,024.64. Following the completion of the sale, the chief executive officer directly owned 99,980 shares in the company, valued at $98,478,300.40. This represents a 18.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 26,088 shares of company stock valued at $25,628,877 over the last 90 days. 0.47% of the stock is owned by corporate insiders.

United Rentals Stock Up 0.0%

Shares of United Rentals stock opened at $961.22 on Monday. 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 company’s fifty day simple moving average is $818.01 and its two-hundred day simple moving average is $838.75. The company has a market cap of $60.22 billion, a P/E ratio of 24.52, a PEG ratio of 1.53 and a beta of 1.83. United Rentals, Inc. has a 12-month low of $681.98 and a 12-month high of $1,021.47.

United Rentals (NYSE:URI – Get Free Report) last released its earnings results on Wednesday, April 22nd. The construction company reported $9.71 earnings per share for the quarter, missing analysts’ consensus estimates of $11.47 by ($1.76). The business had revenue of $3.99 billion during the quarter, compared to analysts’ expectations of $4.20 billion. United Rentals had a return on equity of 30.56% and a net margin of 15.32%.The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same period in the prior year, the company earned $8.86 earnings per share. Research analysts anticipate that United Rentals, Inc. will post 47.07 EPS for the current year.

United Rentals Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be given a $1.97 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 0.8%. United Rentals’s dividend payout ratio is currently 20.10%.

United Rentals declared that its Board of Directors has initiated a share buyback program on Wednesday, January 28th that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the construction company to buy up to 8.7% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board of directors believes its stock is undervalued.

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.