Rockefeller Capital Management L.P. Has $92.56 Million Stake in United Rentals, Inc. $URI

Posted by Brenda Bartman on Jun 20th, 2026

Rockefeller Capital Management L.P. lifted its holdings in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 27.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 114,371 shares of the construction company’s stock after purchasing an additional 24,726 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in United Rentals were worth $92,563,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in URI. Woodline Partners LP boosted its position in United Rentals by 40.0% during the first quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock worth $3,458,000 after purchasing an additional 1,577 shares during the period. Sei Investments Co. raised its position in shares of United Rentals by 24.7% in the second quarter. Sei Investments Co. now owns 27,136 shares of the construction company’s stock valued at $20,444,000 after purchasing an additional 5,375 shares during the period. Treasurer of the State of North Carolina raised its position in shares of United Rentals by 43.6% in the second 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 purchasing an additional 17,030 shares during the period. HUB Investment Partners LLC lifted its stake in shares of United Rentals by 11.3% during the 2nd quarter. HUB Investment Partners LLC now owns 2,205 shares of the construction company’s stock worth $1,661,000 after buying an additional 223 shares during the last quarter. Finally, Diversify Advisory Services LLC lifted its stake in shares of United Rentals by 338.7% during the 2nd quarter. Diversify Advisory Services LLC now owns 1,654 shares of the construction company’s stock worth $1,246,000 after buying an additional 1,277 shares during the last quarter. 96.26% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on URI. Royal Bank Of Canada lifted their target price on shares of United Rentals from $1,041.00 to $1,119.00 and gave the stock an “outperform” rating in a report on Friday, April 24th. Weiss Ratings raised shares of United Rentals from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, May 18th. Evercore restated an “outperform” rating and set a $1,101.00 price objective on shares of United Rentals in a research report on Monday, May 11th. UBS Group boosted their price objective on United Rentals from $1,025.00 to $1,145.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, Robert W. Baird upped their target price on United Rentals from $970.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Friday, April 24th. Thirteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, United Rentals presently has an average rating of “Moderate Buy” and a consensus target price of $1,045.81.

View Our Latest Stock Report on URI

United Rentals Trading Up 0.1%

Shares of United Rentals stock opened at $1,077.68 on Friday. The firm has a 50-day moving average of $953.75 and a 200-day moving average of $871.26. The stock has a market cap of $67.52 billion, a PE ratio of 27.49, a PEG ratio of 1.70 and a beta of 1.81. United Rentals, Inc. has a 52-week low of $693.78 and a 52-week high of $1,106.88. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.74 and a current ratio of 0.80.

United Rentals (NYSE:URI – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The construction company reported $9.71 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 business had revenue of $3.98 billion during the quarter, compared to analyst estimates of $4.20 billion. During the same quarter last year, the company posted $8.86 earnings per share. The company’s revenue was up 7.2% on a year-over-year basis. As a group, sell-side analysts forecast that United Rentals, Inc. will post 47.26 EPS for the current year.

United Rentals Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th were given a dividend of $1.97 per share. This represents a $7.88 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Wednesday, May 13th. United Rentals’s dividend payout ratio is presently 20.10%.

Insider Buying and Selling at United Rentals

In other news, CEO Matthew John Flannery sold 22,768 shares of United Rentals stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $984.98, for a total value 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 approximately $98,478,300.40. The trade was a 18.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Andrew B. Limoges sold 548 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $977.86, for a total value of $535,867.28. Following the completion of the sale, the vice president owned 1,865 shares of the company’s stock, valued at approximately $1,823,708.90. This trade represents a 22.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 26,088 shares of company stock worth $25,628,877. 0.47% of the stock is currently owned by company insiders.

About United Rentals

(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.