Kestra Private Wealth Services LLC Raises Stock Holdings in United Rentals, Inc. $URI

Kestra Private Wealth Services LLC grew its stake in United Rentals, Inc. (NYSE:URI) by 36.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,114 shares of the construction company’s stock after buying an additional 565 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in United Rentals were worth $1,711,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Great Valley Advisor Group Inc. increased its position in 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 in the last quarter. Gleason Group Inc. grew its position in shares of United Rentals by 4.3% during the fourth quarter. Gleason Group Inc. now owns 269 shares of the construction company’s stock worth $218,000 after purchasing an additional 11 shares in the last quarter. Bridgewater Advisors Inc. grew its position in shares of United Rentals by 1.2% during the fourth quarter. Bridgewater Advisors Inc. now owns 967 shares of the construction company’s stock worth $783,000 after purchasing an additional 11 shares in the last quarter. Opal Wealth Advisors LLC grew its position in shares of United Rentals by 2.7% during the third quarter. Opal Wealth Advisors LLC now owns 450 shares of the construction company’s stock worth $430,000 after purchasing an additional 12 shares in the last quarter. Finally, Howard Capital Management Inc. grew its position in shares of United Rentals by 3.1% during the third quarter. Howard Capital Management Inc. now owns 395 shares of the construction company’s stock worth $377,000 after purchasing an additional 12 shares in the last quarter. Hedge funds and other institutional investors own 96.26% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on URI. Barclays increased their target price on United Rentals from $600.00 to $715.00 and gave the stock an “underweight” rating in a research report on Friday, April 24th. Citigroup increased their target price on United Rentals from $950.00 to $1,130.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. KeyCorp increased their target price on United Rentals from $950.00 to $1,150.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Sanford C. Bernstein set a $903.00 target price on United Rentals and gave the stock an “outperform” rating in a research report on Thursday, April 9th. Finally, Robert W. Baird increased their target price on United Rentals from $970.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, April 24th. Thirteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $986.35.

Insiders Place Their Bets

In other news, EVP Craig Adam Pintoff sold 2,466 shares of the firm’s stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $963.00, for a total value of $2,374,758.00. Following the completion of the sale, the executive vice president directly owned 14,774 shares of the company’s stock, valued at $14,227,362. This trade represents a 14.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Andrew B. Limoges sold 548 shares of the firm’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 directly owned 1,865 shares of the company’s stock, valued at $1,823,708.90. The trade was a 22.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 30,076 shares of company stock worth $28,783,569. 0.47% of the stock is currently owned by company insiders.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: KeyCorp raised several near?term and full?year earnings estimates (Q2 2026, Q4 2026, FY2026 and FY2027) and kept an Overweight rating with a $1,150 price objective — the analyst lift to FY2026/FY2027 EPS and the high target increases upside expectations and likely helped push the stock higher. KeyCorp estimate changes (MarketBeat)
• Neutral Sentiment: Analyst Q&A from United Rentals’ Q1 earnings call (MSN summary) highlighted revealing management comments on demand trends, pricing, fleet utilization and capex — useful detail that may guide near?term expectations but contains no single decisive new guidance item. 5 Revealing Analyst Questions From United Rentals’s Q1 Earnings Call
• Negative Sentiment: Underlying Q1 results disappointed vs. consensus: EPS and revenue missed estimates, which keeps near?term performance and margin execution under scrutiny — a reminder that analyst upgrades reflect forward modeling rather than a clean beat from the quarter. Q1 call coverage (MSN)

United Rentals Stock Up 0.9%

Shares of URI opened at $960.54 on Friday. The stock has a market capitalization of $60.18 billion, a price-to-earnings ratio of 24.50, a price-to-earnings-growth ratio of 1.51 and a beta of 1.68. United Rentals, Inc. has a 1 year low of $632.25 and a 1 year high of $1,021.47. The business’s 50 day simple moving average is $802.13 and its 200-day simple moving average is $842.12. The company has a debt-to-equity ratio of 1.37, a current ratio of 0.80 and a quick ratio of 0.74.

United Rentals (NYSE:URI) last issued its quarterly earnings data on Wednesday, April 22nd. The construction company reported $9.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.47 by ($1.76). The firm had revenue of $3.99 billion for 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 revenue was up 7.2% on a year-over-year basis. During the same period last year, the company earned $8.86 earnings per share. As a group, equities analysts expect that United Rentals, Inc. will post 46.99 earnings per share for the current fiscal year.

United Rentals Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be paid a $1.97 dividend. This represents a $7.88 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Wednesday, May 13th. United Rentals’s dividend payout ratio (DPR) is presently 20.10%.

United Rentals announced that its board has initiated a stock repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the construction company to purchase up to 8.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its shares are undervalued.

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.