URI

UNITED RENTALS, INC.

NYSE · Services-Equipment Rental & Leasing, NEC · Inc. DE · CIK 0001067701
$1,074.24 +0.54% $67.3B
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional ExitsCongressional Activity (3)
Vol
Market Cap$67.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$27.6B
Inst. Activity32 buys / 18 sells
Insider Activity1B / 6S
Insider Net $-$28.7M
Reddit Sentiment38° Cool
SEC Reports6
Congressional5 trades
Exchange NYSE·Sector Services-Equipment Rental & Leasing, NEC·Inc. DE·CIK 0001067701·Prev Close $1,068.49

Recent Activity

May 18, 2026 dark_pool
Dark Pool: URI — 0.8M shares, 38,535 trades
Week starting 2026-05-18. Total ATS volume: 769,889 shares across 38,535 trades.
May 8, 2026 Insider
Bruno Marc A was granted 203 shares
Director @ $937.00 ($190.2K)
May 8, 2026 Insider
De Shon Larry D was granted 203 shares
Director @ $937.00 ($190.2K)
May 8, 2026 Insider
Taussig Alexander R. was granted 203 shares
Director @ $937.00 ($190.2K)
May 6, 2026 SEC
Two senior executives of United Rentals sold a combined $2.67M in shares, representing only 0.0046% of market cap. These
CLUSTER — Impact 2/10
Apr 27, 2026 SEC
Four United Rentals insiders, including the CEO and EVP, sold a total of $25.6M in open-market transactions over the pas
CLUSTER — Impact 2/10
Apr 27, 2026 SEC
Three United Rentals insiders, including the CEO, sold a combined $25.3M in shares over the past week. The sales follow
CLUSTER — Impact 2/10
Inst.
Capital Research Global Investors — ADD
2,725,460 shares ($2.0B)

Price Targets

$1,091.43 +1.6% upside Hold
Current $1,074.24 Low $715.00 Median $1,100.00 High $1,550.00 21 analysts
$715.00 $1,550.00

Analyst Ratings

Buy74% buy · 27 analysts
6Strong Buy
14Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 UBS MAINTAIN Buy → Buy
Apr 27, 2026 Barclays MAINTAIN Underweight → Underweight
Apr 24, 2026 Citigroup MAINTAIN Buy → Buy
Apr 24, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 24, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $11.57 $10.61 — $12.16 10% YoY 18
Next Q $13.39 $12.08 — $14.08 14% YoY 18
Current FY $47.21 $43.90 — $48.90 12% YoY 20
Next FY $54.00 $50.71 — $58.98 14% YoY 20

Top Institutional Holders

FundValueMove
BlackRock, Inc.$3.7B
VANGUARD CAPITAL MANAGEMENT LLC$3.0B
STATE STREET CORP$2.2B
Capital Research Global Investors$2.0BADD
VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026Bruno MarcA$190.2K
May 8, 2026De ShonA$190.2K
May 8, 2026Taussig AlexanderA$190.2K
May 8, 2026Jones KimA$190.2K
May 8, 2026MARTORE GRACIAA$190.2K

Reddit Sentiment

38°
Cool
Bearish Neutral Bullish
4 mentions 0 bullish 2 bearish

Congressional Trades

4 members: 3 buys, 2 sells
MemberPartyTypeAmount
Maria ElviraRBUY$1,001 - $15,000
Ro KhannaDBUY$1,001 - $15,000
Maria ElviraRBUY$1,001 - $15,000
50 institutional holders with $27.6B total value (37,814,413 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,124,072$3.7B13.5%
2VANGUARD CAPITAL MANAGEMENT LLC4,094,282$3.0B10.8%
3STATE STREET CORP2,961,599$2.2B7.8%
4Capital Research Global Investors2,725,460$2.0B7.2%ADD +27.5%
5VANGUARD PORTFOLIO MANAGEMENT LLC2,681,714$2.0B7.1%
6Capital World Investors2,201,654$1.6B5.8%
7MORGAN STANLEY1,745,567$1.3B4.6%
8FRANKLIN RESOURCES INC1,658,878$1.2B4.4%
9ALLIANCEBERNSTEIN L.P.1,129,724$914.3M3.3%
10DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main929,165$677.0M2.4%DOUBLED +556.0%
11GOLDMAN SACHS GROUP INC926,340$674.9M2.4%
12DIMENSIONAL FUND ADVISORS LP891,750$649.7M2.4%
13BANK OF AMERICA CORP /DE/806,380$587.5M2.1%
14MANUFACTURERS LIFE INSURANCE COMPANY, THE672,184$489.7M1.8%
15FMR LLC538,680$392.5M1.4%TRIM -32.8%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC500,014$364.3M1.3%
17Neuberger Berman Group LLC471,295$343.2M1.2%
18Invesco Ltd.443,967$323.5M1.2%
19Capital International Investors402,921$293.3M1.1%TRIM -37.5%
20Legal & General Group Plc398,938$290.7M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsADD2,137,8432,725,460+27.5%$2.0B2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainDOUBLED141,636929,165+556.0%$677.0M2026-Q1
FMR LLCTRIM802,153538,680-32.8%$392.5M2026-Q1
Capital International InvestorsTRIM644,736402,921-37.5%$293.3M2026-Q1
1832 Asset Management L.P.DOUBLED73,889240,261+225.2%$175.0M2026-Q1
DEUTSCHE BANK AG\ADD171,383237,899+38.8%$173.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD127,199230,238+81.0%$167.7M2026-Q1
HSBC HOLDINGS PLCADD169,551224,319+32.3%$162.9M2026-Q1
Holocene Advisors, LPTRIM463,687161,882-65.1%$117.9M2026-Q1
Clearbridge Investments, LLCADD93,025145,746+56.7%$106.2M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.TRIM194,666130,947-32.7%$95.4M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW117,186$85.4M2026-Q1
MARSHALL WACE, LLPADD65,20298,128+50.5%$71.5M2026-Q1
AMF Tjanstepension ABNEW82,696$60.2M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM231,01873,372-68.2%$53.5M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD37,86674,342+96.3%$53.1M2026-Q1
TD ASSET MANAGEMENT INCNEAR_EXIT411,38071,443-82.6%$52.1M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED2,51569,958+2681.6%$51.0M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED29,51969,078+134.0%$50.3M2026-Q1
DANSKE BANK A/SADD33,29251,969+56.1%$37.9M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED3,51748,558+1280.7%$35.4M2026-Q1
CREDIT AGRICOLE S AADD35,67248,314+35.4%$35.2M2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORPDOUBLED9,64546,090+377.9%$33.6M2026-Q1
B. Metzler seel. Sohn & Co. AGDOUBLED14,76944,643+202.3%$32.5M2026-Q1
TORONTO DOMINION BANKTRIM60,54444,561-26.4%$32.5M2026-Q1
16 unique insiders with 50 transactions. Net insider value: -$28.7M ($53.3K bought, $28.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026Bruno Marc ADirectorAWARD203$937.00$190.2K
May 8, 2026De Shon Larry DDirectorAWARD203$937.00$190.2K
May 8, 2026Taussig Alexander R.DirectorAWARD203$937.00$190.2K
May 8, 2026Jones Kim HarrisDirectorAWARD203$937.00$190.2K
May 8, 2026MARTORE GRACIA CDirectorAWARD203$937.00$190.2K
May 8, 2026Kelly Terri L.DirectorAWARD203$937.00$190.2K
May 8, 2026Singh ShivDirectorAWARD203$937.00$190.2K
May 8, 2026Lopez-Balboa Francisco JDirectorAWARD203$937.00$190.2K
May 8, 2026HEUER BRANDT JULIE MDirectorAWARD203$937.00$190.2K
May 4, 2026MARTORE GRACIA CDirectorD213$925.21$197.1K
Apr 27, 2026PINTOFF CRAIG ADAMEVP, Chief Admin. OfficerSELL2,466$963.00$2.4M
Apr 27, 2026Gross Joli L.SVP, Chief LGL & Sustain. Off.SELL306$954.99$292.2K
Apr 24, 2026Flannery Matthew JohnPresident & CEOSELL22,768$984.98$22.4M
Apr 24, 2026Limoges Andrew B.VP, ControllerSELL548$977.86$535.9K
Mar 31, 2026Bruno Marc ADirectorAWARD51$728.56$37.2K
Mar 5, 2026Flannery Matthew JohnPresident & CEOTAX W/H440.241$842.93$371.1K
Mar 5, 2026Durand Michael DEVP, Chief Operating OfficerTAX W/H169.258$842.93$142.7K
Mar 5, 2026Limoges Andrew B.VP, ControllerTAX W/H36.609$842.93$30.9K
Mar 5, 2026Leopold Anthony S.SVPTAX W/H73.218$842.93$61.7K
Mar 5, 2026Gross Joli L.SVP, Chief LGL & Sustain. Off.TAX W/H91.754$842.93$77.3K
Mar 5, 2026Grace William E.EVP, CFOTAX W/H190.983$842.93$161.0K
Mar 5, 2026PINTOFF CRAIG ADAMEVP, Chief Admin. OfficerTAX W/H296.961$842.93$250.3K
Mar 4, 2026Gross Joli L.SVP, Chief LGL & Sustain. Off.TAX W/H71.827$851.88$61.2K
Mar 4, 2026Grace William E.EVP, CFOTAX W/H135.864$851.88$115.7K
Mar 4, 2026Durand Michael DEVP, Chief Operating OfficerTAX W/H120.409$851.88$102.6K
Mar 4, 2026Limoges Andrew B.VP, ControllerTAX W/H29.195$851.88$24.9K
Mar 4, 2026Leopold Anthony S.SVPTAX W/H55.145$851.88$47.0K
Mar 4, 2026Flannery Matthew JohnPresident & CEOTAX W/H317.202$851.88$270.2K
Mar 4, 2026PINTOFF CRAIG ADAMEVP, Chief Admin. OfficerTAX W/H232.813$851.88$198.3K
Mar 2, 2026Leopold Anthony S.SVPTAX W/H74.145$820.58$60.8K
Mar 2, 2026Durand Michael DEVP, Chief Operating OfficerTAX W/H82.272$820.58$67.5K
Mar 2, 2026Flannery Matthew JohnPresident & CEOTAX W/H420.112$820.58$344.7K
Mar 2, 2026Grace William E.EVP, CFOTAX W/H154.237$820.58$126.6K
Mar 2, 2026PINTOFF CRAIG ADAMEVP, Chief Admin. OfficerTAX W/H272.629$820.58$223.7K
Mar 2, 2026Limoges Andrew B.VP, ControllerTAX W/H44.487$820.58$36.5K
Mar 2, 2026Gross Joli L.SVP, Chief LGL & Sustain. Off.TAX W/H93.607$820.58$76.8K
Feb 3, 2026Grace William E.EVP, CFOSELL1,497.71$790.89$1.2M
Feb 2, 2026Singh ShivDirectorAWARD68$783.36$53.3K
Feb 2, 2026Durand Michael DEVP, Chief Operating OfficerSELL2,490$791.14$2.0M
Feb 2, 2026Singh ShivDirectorBUY68$783.36$53.3K
Jan 28, 2026PINTOFF CRAIG ADAMEVP, Chief Admin. OfficerD2,058.48$903.19$1.9M
Jan 28, 2026PINTOFF CRAIG ADAMEVP, Chief Admin. OfficerAWARD3,709$903.19$3.3M
Jan 28, 2026Limoges Andrew B.VP, ControllerAWARD612$903.19$552.8K
Jan 28, 2026Gross Joli L.SVP, Chief LGL & Sustain. Off.TAX W/H664.627$903.19$600.3K
Jan 28, 2026Gross Joli L.SVP, Chief LGL & Sustain. Off.AWARD1,417$903.19$1.3M
Jan 28, 2026Flannery Matthew JohnPresident & CEOTAX W/H5,169.323$903.19$4.7M
Jan 28, 2026Flannery Matthew JohnPresident & CEOAWARD12,231$903.19$11.0M
Jan 28, 2026Durand Michael DEVP, Chief Operating OfficerTAX W/H957.678$903.19$865.0K
Jan 28, 2026Durand Michael DEVP, Chief Operating OfficerAWARD2,217$903.19$2.0M
Jan 28, 2026Limoges Andrew B.VP, ControllerTAX W/H292.339$903.19$264.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (74% buy). Based on 27 analysts: 6 strong buy, 14 buy, 6 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$1,091.43 mean target +1.6% upside Hold (1.77)
$715.00 Low $1,550.00 High
MetricValue
Current Price$1,074.24
Target Low$715.00
Target Mean$1,091.43
Target Median$1,100.00
Target High$1,550.00
# Analysts21
RecommendationHold (1.77)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$11.57 $10.61 $12.16 10.5% 8↑ 8↓ $4.2B 7.0% 18
Next Q
2026-09-30
$13.39 $12.08 $14.08 14.4% 8↑ 8↓ $4.5B 7.5% 18
Current FY
2026-12-31
$47.21 $43.90 $48.90 12.2% 3↑ 1↓ $17.2B 7.1% 20
Next FY
2027-12-31
$54.00 $50.71 $58.98 14.4% 3↑ 1↓ $18.5B 7.4% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$11.568
7d ago$11.545+0.023
30d ago$0.000+11.568
60d ago$11.489+0.079
90d ago$11.498+0.070
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 UBS MAINTAIN Buy Buy
Apr 27, 2026 Barclays MAINTAIN Underweight Underweight
Apr 24, 2026 Citigroup MAINTAIN Buy Buy
Apr 24, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 24, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 24, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 24, 2026 Baird MAINTAIN Outperform Outperform
Apr 10, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 23, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 2, 2026 Citigroup MAINTAIN Buy Buy
Jan 30, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 30, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 23, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 13, 2026 Citigroup MAINTAIN Buy Buy
Jan 5, 2026 UBS UPGRADE Neutral Buy
Dec 18, 2025 Truist Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661461074%
May 1, 202661461074%
Apr 1, 202661461074%
Mar 1, 202661461074%
Feb 1, 202661461074%
Jan 1, 202661371070%
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 3 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 24, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000United Rentals IncMay 11, 2026 (18d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000United Rentals IncMay 13, 2026 (31d)
Mar 25, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000United Rentals IncApr 22, 2026 (29d)
Feb 18, 2026Thomas SuozziDHOUSESELL$15,001 - $50,000United Rentals IncMar 18, 2026 (29d)
Feb 2, 2026Julia LetlowRHOUSESELL$1,001 - $15,000United Rentals IncMar 13, 2026 (40d)
38°
Cool
Bearish Neutral Bullish
4 mentions 0 bullish 2 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 23, 2026150° Neutral001
Apr 23, 2026150° Neutral001
Apr 22, 2026140° Cool011
Apr 22, 2026140° Cool011

Recent Reddit Threads

r/stocks Neutral 1mo ago
What is going on with CAR and URI
▲ 1 💬 1 ⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: URI — 0.8M shares, 38,535 trades
Week starting 2026-05-18. Total ATS volume: 769,889 shares across 38,535 trades.
May 11, 2026
dark_pool
Dark Pool: URI — 0.7M shares, 42,786 trades
Week starting 2026-05-11. Total ATS volume: 744,983 shares across 42,786 trades.
May 5, 2026
short_interest
FTD: URI — 1,506 shares ($1.4M) failed to deliver
Settlement: 20260505, Price: $925.21, FTD Value: $1,393,366.26, UNITED RENTALS INC
May 4, 2026
dark_pool
Dark Pool: URI — 0.8M shares, 41,565 trades
Week starting 2026-05-04. Total ATS volume: 762,724 shares across 41,565 trades.
May 4, 2026
short_interest
FTD: URI — 11,090 shares ($10.5M) failed to deliver
Settlement: 20260504, Price: $949.23, FTD Value: $10,526,960.7, UNITED RENTALS INC
May 1, 2026
short_interest
FTD: URI — 12,352 shares ($11.9M) failed to deliver
Settlement: 20260501, Price: $959.84, FTD Value: $11,855,943.68, UNITED RENTALS INC
Apr 28, 2026
short_interest
FTD: URI — 5,390 shares ($5.2M) failed to deliver
Settlement: 20260428, Price: $959.85, FTD Value: $5,173,591.5, UNITED RENTALS INC
Apr 27, 2026
short_interest
FTD: URI — 4,380 shares ($4.3M) failed to deliver
Settlement: 20260427, Price: $974.41, FTD Value: $4,267,915.8, UNITED RENTALS INC
Apr 27, 2026
dark_pool
Dark Pool: URI — 0.9M shares, 41,996 trades
Week starting 2026-04-27. Total ATS volume: 874,617 shares across 41,996 trades.
Apr 23, 2026
short_volume
Short Volume: URI — 57.4% short (0.4M / 0.7M)
Short: 403,848 | Exempt: 1,279 | TRF Vol: 702,970 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_interest
FTD: URI — 1,122 shares ($0.9M) failed to deliver
Settlement: 20260422, Price: $806.22, FTD Value: $904,578.84, UNITED RENTALS INC
Apr 22, 2026
earnings_calendar
URI Q1 2026 Earnings After Market Close — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: URI — 1.1M shares, 52,209 trades
Week starting 2026-04-20. Total ATS volume: 1,087,118 shares across 52,209 trades.
Apr 13, 2026
dark_pool
Dark Pool: URI — 0.7M shares, 36,755 trades
Week starting 2026-04-13. Total ATS volume: 650,167 shares across 36,755 trades.
Apr 6, 2026
dark_pool
Dark Pool: URI — 0.6M shares, 30,987 trades
Week starting 2026-04-06. Total ATS volume: 555,358 shares across 30,987 trades.