NEOS Investment Management LLC Acquires 1,199 Shares of United Rentals, Inc. $URI

Posted by Francis Steltz on Sep 6th, 2026

NEOS Investment Management LLC increased its stake in United Rentals, Inc. (NYSE:URI – Free Report) by 14.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,793 shares of the construction company’s stock after purchasing an additional 1,199 shares during the quarter. NEOS Investment Management LLC’s holdings in United Rentals were worth $11,094,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. BlackRock Inc. bought a new position in shares of United Rentals in the second quarter worth $5,816,326,000. Capital World Investors increased its holdings in United Rentals by 1.1% during the 4th quarter. Capital World Investors now owns 2,708,877 shares of the construction company’s stock worth $2,192,357,000 after acquiring an additional 30,263 shares during the period. Franklin Resources Inc. increased its holdings in United Rentals by 2.2% during the 4th quarter. Franklin Resources Inc. now owns 1,343,981 shares of the construction company’s stock worth $1,087,711,000 after acquiring an additional 28,895 shares during the period. Norges Bank purchased a new stake in United Rentals in the 4th quarter worth approximately $978,017,000. Finally, Bank of America Corp DE purchased a new stake in United Rentals in the 2nd quarter worth approximately $944,196,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other United Rentals news, EVP William Grace sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $1,133.15, for a total value 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 $6,869,155.30. This represents a 19.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.47% of the stock is owned by insiders.

Analyst Ratings Changes

URI has been the subject of a number of recent analyst reports. Robert W. Baird set a $1,300.00 price target on shares of United Rentals in a research report on Friday, July 24th. Wall Street Zen upgraded United Rentals from a “hold” rating to a “buy” rating in a research report on Saturday, July 25th. Morgan Stanley set a $1,335.00 price objective on United Rentals and gave the company an “overweight” rating in a research note on Friday, July 24th. BNP Paribas Exane upgraded United Rentals from a “neutral” rating to an “outperform” rating and set a $1,320.00 target price for the company in a research report on Monday, June 29th. Finally, UBS Group upped their target price on United Rentals from $1,300.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,246.19.

Read Our Latest Stock Analysis on URI

United Rentals Stock Performance

NYSE URI opened at $1,009.78 on Friday. United Rentals, Inc. has a 52-week low of $701.59 and a 52-week high of $1,179.18. The company has a fifty day moving average of $1,087.43 and a 200-day moving average of $961.69. The company has a market capitalization of $62.85 billion, a P/E ratio of 24.25, a P/E/G ratio of 1.49 and a beta of 1.79. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.70 and a current ratio of 0.76.

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. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.The business had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.22 billion. During the same quarter last year, the business posted $10.47 earnings per share. The company’s revenue for the quarter was up 11.8% on a year-over-year basis. As a group, equities research analysts predict that United Rentals, Inc. will post 48.55 EPS for the current fiscal year.

United Rentals Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 26th. Investors of record on Wednesday, August 12th were issued a dividend of $1.97 per share. This represents a $7.88 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Wednesday, August 12th. United Rentals’s dividend payout ratio (DPR) is currently 18.92%.

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.