Talon Private Wealth LLC Takes $1.77 Million Position in United Rentals, Inc. $URI

Posted by Geri Gentry on Jul 29th, 2026

Talon Private Wealth LLC acquired a new position in United Rentals, Inc. (NYSE:URI – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,433 shares of the construction company’s stock, valued at approximately $1,773,000.

A number of other large investors have also added to or reduced their stakes in the company. Core Wealth Advisors LLC acquired a new stake in United Rentals in the 4th quarter worth approximately $28,000. MV Capital Management Inc. acquired a new position in United Rentals during the 4th quarter valued at approximately $28,000. Laurel Wealth Advisors LLC acquired a new position in United Rentals during the 4th quarter valued at approximately $32,000. Fortitude Family Office LLC raised its holdings in shares of United Rentals by 121.1% in the fourth quarter. Fortitude Family Office LLC now owns 42 shares of the construction company’s stock worth $34,000 after buying an additional 23 shares during the last quarter. Finally, Hilton Head Capital Partners LLC purchased a new position in shares of United Rentals in the fourth quarter worth $34,000. 96.26% of the stock is currently owned by institutional investors.

More United Rentals News

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

Positive Sentiment: United Rentals reported a record second quarter, with revenue of approximately $4.4 billion, up about 12% year over year. Stronger rental activity, improved fleet productivity and rising specialty-equipment demand supported the results. The company also raised its 2026 outlook, suggesting management sees sustained demand from construction and industrial customers. United Rentals Growth Outlook After a Record-Setting Q2
Positive Sentiment: The earnings beat, improving analyst estimates and higher 2026 guidance have strengthened the long-term growth case for URI. Zacks included the company among its top-rated momentum and Strong Buy candidates, while the stock has gained substantially year to date. Is URI Stock Worth Buying After Its Strong Earnings-Fueled Rally?
Positive Sentiment: Recent analyst targets remain generally above the current trading range. Quiver Quantitative reported a median target of $1,195, with targets as high as $1,421, indicating continued confidence in United Rentals’ earnings growth and position in a potentially stronger capital-spending cycle. United Rentals Stock Opinions on Q2 Earnings Beat and Guidance Raise
Neutral Sentiment: Yahoo Finance and MSN feature bullish long-term momentum and price-forecast analyses, but these are largely research and style-screen updates rather than new fundamental announcements. United Rentals Stock Forecast and Price Target
Negative Sentiment: Executive Vice President William E. Grace sold 1,500 shares for about $1.7 million, reducing his position by nearly 20%. Broader recent insider activity shows multiple executives selling and no reported purchases in the past six months, which could encourage profit-taking concerns after the strong rally. SEC Insider Ownership Filing
Negative Sentiment: After its sizable year-to-date advance, URI trades at a relatively demanding valuation, increasing sensitivity to any slowdown in rental demand, construction activity or guidance execution. This may be amplifying near-term selling despite the strong quarter.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on URI. Robert W. Baird set a $1,300.00 price objective on shares of United Rentals in a report on Friday. Morgan Stanley set a $1,335.00 target price on United Rentals and gave the stock an “overweight” rating in a research note on Friday. Truist Financial lifted their price target on United Rentals from $1,421.00 to $1,466.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Barclays increased their price objective on United Rentals from $715.00 to $950.00 and gave the company an “underweight” rating in a report on Friday. Finally, Wells Fargo & Company raised their price objective on United Rentals from $1,245.00 to $1,355.00 and gave the stock an “overweight” rating in a research note on Friday. Fifteen research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,226.50.

Check Out Our Latest Analysis on United Rentals

United Rentals Stock Performance

NYSE URI opened at $1,089.29 on Wednesday. United Rentals, Inc. has a twelve month low of $701.59 and a twelve month high of $1,177.67. The stock has a market capitalization of $67.80 billion, a price-to-earnings ratio of 26.16, a PEG ratio of 1.46 and a beta of 1.79. The company has a current ratio of 0.76, a quick ratio of 0.70 and a debt-to-equity ratio of 1.38. The stock has a 50-day moving average of $1,059.71 and a 200 day moving average of $922.42.

United Rentals (NYSE:URI – Get Free Report) last released its earnings results on Tuesday, July 21st. The construction company reported $12.76 EPS for the quarter, topping analysts’ consensus estimates of $11.53 by $1.23. United Rentals had a net margin of 15.67% and a return on equity of 31.72%. The business had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.22 billion. During the same quarter in the previous year, the company earned $10.47 earnings per share. The company’s quarterly revenue was up 11.8% on a year-over-year basis. Sell-side analysts anticipate that United Rentals, Inc. will post 48.35 EPS for the current fiscal year.

United Rentals Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Wednesday, August 12th will be given a $1.97 dividend. This represents a $7.88 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Wednesday, August 12th. United Rentals’s dividend payout ratio is 18.92%.

Insider Activity at United Rentals

In related news, EVP William E. Grace sold 1,500 shares of the company’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $1,133.15, for a total transaction of $1,699,725.00. Following the completion of the sale, the executive vice president owned 6,062 shares of the company’s stock, valued at approximately $6,869,155.30. This represents a 19.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.47% of the stock is owned by company insiders.

United Rentals Company 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.