United Rentals

URI

Market cap $60.7B

Overview Fund Activity

942.79 USD

+11.78

1.27%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

942.79

0.00

0%

1 day

1.27%

5 days

-1.25%

1 month

3.15%

3 months

34.94%

6 months

54.79%

Year to date

36.67%

1 year

21.92%

5 years

435.07%

10 years

1,304.42%

About: United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its customers more advanced solutions in addition to its core equipment rental business, supporting its ambitions to become a one-stop shop for customers and enhance and maintain its margin profile.

Employees: 27,900

Industrials Rental & Leasing Services

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

79% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 90

24% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 415

23% more capital invested

Capital invested by funds: $36.2B [Q1] → $44.8B (+$8.51B) [Q2]

16% more funds holding in top 10

Funds holding in top 10: 25 [Q1] → 29 (+4) [Q2]

4% more funds holding

Funds holding: 1,277 [Q1] → 1,322 (+45) [Q2]

2.81% more ownership

Funds ownership: 88.61% [Q1] → 91.42% (+2.81%) [Q2]

6% more call options, than puts

Call options by funds: $715M | Put options by funds: $676M

See Fund Rankings

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$620

34% downside

Avg. target

$887

6% downside

High target

$1,075

14% upside

8 analyst ratings

6 positive

75%

1 neutral

13%

1 negative

13%

Keybanc Ken Newman	$1,075	Overweight Maintained	29 Aug 2025
Morgan Stanley Angel Castillo	$955	Overweight Maintained	28 Jul 2025
Truist Securities Jamie Cook	$952	Buy Maintained	25 Jul 2025
UBS Steven Fisher	$835	Neutral Maintained	24 Jul 2025
B of A Securities Ross Gilardi	$900	Buy Maintained	24 Jul 2025
Barclays Adam Seiden	$620	Underweight Maintained	21 Jul 2025
JP Morgan Tami Zakaria	$950	Overweight Maintained	10 Jul 2025
Citigroup Kyle Menges	$810	Buy Maintained	24 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about URI published over the past 30 days

The Motley Fool

Up Over 35% in 2025: This "Boring" Stock Is Offering Exciting Returns for Investors

When it comes to boring investments, United Rentals (URI 1.04%) likely makes the short list. And yet the stock for this equipment rental company is trading up 35% year to date, as of this writing, crushing the 12.5% comparable return for the S&P 500.

Up Over 35% in 2025: This "Boring" Stock Is Offering Exciting Returns for Investors

United Rentals: Solid Fundamentals Outweigh Short-Term Margin Pressures

United Rentals delivers top-tier growth and profitability, driven by specialty segment expansion and strong demand from large infrastructure projects. Valuation is at a premium to rental peers, but justified by consistent market outperformance, high margins, and superior return on equity. Recent margin compression is manageable, with free cash flow guidance raised and a solid mid-single-digit revenue growth outlook maintained.

United Rentals: Solid Fundamentals Outweigh Short-Term Margin Pressures

CNBC Television

Final Trade: ETH, URI, GOOGL, MPC

The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.

Final Trade: ETH, URI, GOOGL, MPC

Zacks Investment Research

United Rentals Enhances Digital Platform With AI & AR Features

New digital tools from URI improve jobsite planning and rental efficiency.

United Rentals Enhances Digital Platform With AI & AR Features

United Rentals Expands Digital Platform with Smart Suggestions and Equipment Fit Augmented Reality Capabilities

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today announced the launch of two new features in its suite of digital tools: Smart Suggestions and Equipment Fit Augmented Reality (AR). These enhancements help customers make faster, more confident rental decisions by anticipating needs and providing greater jobsite visibility before placing an order. Smart Suggestions uses advanced machine learning to recommend equipment based on.

United Rentals Expands Digital Platform with Smart Suggestions and Equipment Fit Augmented Reality Capabilities

United Rentals: Strong End Market Outlook, Margins Turning Corner Could Drive Further Upside

URI's revenues should benefit from strong end-market demand from infrastructure, reshoring, power, and data centers. The growth and cross-sell opportunities in the Specialty business, scale advantages in executing complex/multi-location projects, and shift from owning to renting should drive market share gains. I believe double-digit EPS growth and P/E multiple sustaining at current levels due to enhanced growth outlook with cyclical and secular drivers, should support continued upside.

United Rentals: Strong End Market Outlook, Margins Turning Corner Could Drive Further Upside

Zacks Investment Research

United Rentals (URI) Up 1.7% Since Last Earnings Report: Can It Continue?

United Rentals (URI) reported earnings 30 days ago. What's next for the stock?

United Rentals (URI) Up 1.7% Since Last Earnings Report: Can It Continue?

United Rentals Launches New Confined Space Safety Training Program

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today announced the launch of its enhanced Confined Space Safety Training for Competent Persons Program. The updated course helps contractor and utility personnel identify confined space hazards and create safer, compliant work environments, with new content and learning formats designed to better meet evolving jobsite needs. The announcement comes ahead of the company's Confined Sp.

United Rentals Launches New Confined Space Safety Training Program

United Rentals: Overvalued Even With A Tax Law Windfall (Rating Downgrade)

United Rentals has surged over 60% since April, driven by strong results and a significant tax law windfall boosting free cash flow. Despite robust fundamentals, margins are compressing due to normalization in used equipment prices and slowing construction activity. The recent rally is almost entirely attributable to the new tax law, which adds $80-100 per share in value, but shares now trade at a high premium.

United Rentals: Overvalued Even With A Tax Law Windfall (Rating Downgrade)

United Rentals, Inc. (URI) Q2 2025 Earnings Call Transcript

United Rentals, Inc. (NYSE:URI ) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants Matthew J. Flannery - President, CEO & Director William Edward Grace - Executive VP & CFO Conference Call Participants Angel Castillo - Morgan Stanley, Research Division Clay Williams - Goldman Sachs Group, Inc., Research Division David Michael Raso - Evercore ISI Institutional Equities, Research Division Jamie Lyn Cook - Truist Securities, Inc., Research Division Ken Newman - KeyBanc Capital Markets Inc., Research Division Kyle David Menges - Citigroup Inc., Research Division Michael J.

United Rentals, Inc. (URI) Q2 2025 Earnings Call Transcript

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