M&T Bank Corp Increases Holdings in United Rentals, Inc. $URI

M&T Bank Corp boosted its holdings in shares of United Rentals, Inc. (NYSE:URI) by 788.4% during the fourth quarter, Holdings Channel reports. The firm owned 35,991 shares of the construction company’s stock after acquiring an additional 31,940 shares during the quarter. M&T Bank Corp’s holdings in United Rentals were worth $29,128,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in United Rentals by 31.1% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 63,669 shares of the construction company’s stock valued at $51,582,000 after purchasing an additional 15,118 shares during the period. Penobscot Investment Management Company Inc. grew its holdings in shares of United Rentals by 4.5% during the 4th quarter. Penobscot Investment Management Company Inc. now owns 5,729 shares of the construction company’s stock worth $4,637,000 after acquiring an additional 245 shares during the period. Optas LLC grew its holdings in shares of United Rentals by 12.3% during the 4th quarter. Optas LLC now owns 1,318 shares of the construction company’s stock worth $1,067,000 after acquiring an additional 144 shares during the period. Novem Group purchased a new position in shares of United Rentals during the 4th quarter worth approximately $949,000. Finally, Richards Merrill & Peterson Inc. grew its holdings in shares of United Rentals by 5.6% during the 4th quarter. Richards Merrill & Peterson Inc. now owns 433 shares of the construction company’s stock worth $350,000 after acquiring an additional 23 shares during the period. Hedge funds and other institutional investors own 96.26% of the company’s stock.

United Rentals Stock Performance

United Rentals stock opened at $803.41 on Thursday. The company has a quick ratio of 0.88, a current ratio of 0.94 and a debt-to-equity ratio of 1.41. The company has a market capitalization of $50.53 billion, a P/E ratio of 20.77, a PEG ratio of 1.30 and a beta of 1.68. The stock’s 50 day moving average is $790.94 and its 200 day moving average is $841.72. United Rentals, Inc. has a twelve month low of $588.35 and a twelve month high of $1,021.47.

United Rentals (NYSE:URI) last posted its quarterly earnings results on Wednesday, April 22nd. The construction company reported $9.71 earnings per share for the quarter, missing the consensus estimate of $11.47 by ($1.76). The company 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 30.35% and a net margin of 15.49%.The business’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $8.86 EPS. On average, equities research analysts predict that United Rentals, Inc. will post 46.6 earnings per share for the current fiscal year.

United Rentals Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be paid a $1.97 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $7.88 annualized dividend and a dividend yield of 1.0%. United Rentals’s dividend payout ratio is presently 20.37%.

United Rentals announced that its board has authorized a stock repurchase program on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to reacquire up to 8.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on URI shares. Robert W. Baird set a $970.00 target price on United Rentals in a report on Friday, January 30th. Truist Financial set a $972.00 target price on United Rentals in a report on Friday, January 30th. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a report on Monday. Sanford C. Bernstein set a $903.00 target price on United Rentals and gave the stock an “outperform” rating in a report on Thursday, April 9th. Finally, Wells Fargo & Company upped their target price on United Rentals from $995.00 to $1,071.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $914.88.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: Record Q1 and stronger outlook — United Rentals reported record first-quarter results, raised full?year 2026 guidance (revenue and adjusted EBITDA ranges) and highlighted robust rental revenue and free?cash?flow generation; management also announced execution of a new $5.0 billion share?repurchase authorization. QuiverQuant article
• Positive Sentiment: Dividend and capital returns — URI declared a quarterly dividend of $1.97/share (ex?dividend May 13), and returned $500M to shareholders in Q1 (including $375M buybacks). This signals continued cash generation and shareholder-friendly policy.
• Positive Sentiment: Earnings beats on some measures — Adjusted EPS of $9.71 beat the Zacks consensus of $9.01 and compares favorably to prior year EPS; rental revenue rose ~8.7% YoY. Zacks EPS beat article
• Neutral Sentiment: Guidance vs. consensus — URI set FY?2026 revenue guidance of $16.9B–$17.4B (street ~ $17.1B), so the outlook is largely in line but wide enough to leave room for interpretation. TipRanks announcement
• Neutral Sentiment: Further metric review available — Coverage pieces are parsing unit economics, utilization and fleet metrics to assess sustainability of the Q1 result. Zacks metrics analysis
• Negative Sentiment: Headline misses vs. some Street estimates — Other outlets note URI missed the broader consensus EPS ($11.47) and the consensus revenue figure (~$4.20B) on a GAAP basis, which creates mixed headlines and explains why some investors remain cautious. Press release / MarketBeat PDF
• Negative Sentiment: Insider selling and institutional re?weighting — Reports flagged sales by senior executives and large institutional position changes, which could concern some investors about near?term sentiment even as fundamentals look solid. QuiverQuant insider/ownership note

Insider Activity at United Rentals

In related news, EVP Michael D. Durand sold 2,490 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $791.14, for a total value of $1,969,938.60. Following the sale, the executive vice president owned 7,458 shares in the company, valued at $5,900,322.12. This represents a 25.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP William E. Grace sold 1,498 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $790.89, for a total value of $1,184,753.22. Following the completion of the sale, the executive vice president owned 6,872 shares in the company, valued at $5,434,996.08. The trade was a 17.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.47% of the company’s stock.

United Rentals Company Profile

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.