URI icon

United Rentals

741.49 USD
+11.63
1.59%
At close Jan 15, 4:00 PM EST
After hours
746.00
+4.51
0.61%
1 day
1.59%
5 days
13.37%
1 month
-3.06%
3 months
-11.06%
6 months
4.82%
Year to date
7.49%
1 year
32.14%
5 years
378.72%
10 years
792.18%
 

About: United Rentals is the world's largest equipment rental company. It principally operates in the United States and Canada, where it commands approximately 15% share in a highly fragmented market. It serves three end markets: general industrial, commercial construction, and residential construction. Like its peers, United Rentals historically has provided its customers with equipment that was intermittently used, such as aerial equipment and portable generators. As the company has grown organically and through hundreds of acquisitions since it went public in 1997, its catalog (fleet size of $22 billion) now includes a range of specialty equipment and other items that can be rented for indefinite periods.

Employees: 26,300

0
Funds holding %
of 6,817 funds
0
Analysts bullish %
of 6 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

109% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 75

50% more funds holding in top 10

Funds holding in top 10: 28 [Q2] → 42 (+14) [Q3]

32% more capital invested

Capital invested by funds: $41.1B [Q2] → $54.2B (+$13.1B) [Q3]

12% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 411

6% more funds holding

Funds holding: 1,149 [Q2] → 1,213 (+64) [Q3]

2% less call options, than puts

Call options by funds: $955M | Put options by funds: $975M

1.3% less ownership

Funds ownership: 95.44% [Q2] → 94.14% (-1.3%) [Q3]

Research analyst outlook

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

Low target
$565
24%
downside
Avg. target
$802
8%
upside
High target
$965
30%
upside

6 analyst ratings

positive
67%
neutral
17%
negative
17%
Citigroup
Kyle Menges
21% 1-year accuracy
5 / 24 met price target
13%upside
$835
Buy
Maintained
14 Jan 2025
Baird
Mircea Dobre
27% 1-year accuracy
4 / 15 met price target
11%downside
$658
Neutral
Upgraded
14 Jan 2025
Truist Securities
Jamie Cook
54% 1-year accuracy
43 / 80 met price target
30%upside
$965
Buy
Maintained
19 Dec 2024
Argus Research
John Eade
54% 1-year accuracy
13 / 24 met price target
19%upside
$880
Buy
Maintained
20 Nov 2024
Barclays
Adam Seiden
47% 1-year accuracy
9 / 19 met price target
24%downside
$565
Underweight
Maintained
25 Oct 2024

Financial journalist opinion

Based on 8 articles about URI published over the past 30 days

Positive
Zacks Investment Research
15 hours ago
United Rentals to Buy H&E: A Big Move for Equipment Rental Leadership
URI's H&E acquisition is set to expand its fleet and growth horizons.
United Rentals to Buy H&E: A Big Move for Equipment Rental Leadership
Positive
Forbes
18 hours ago
What's Happening With United Rentals Stock?
United Rentals Stock (NYSE: URI), the largest equipment renting company in the world offering services to construction and industrial companies, manufacturers, utilities, etc., has seen its stock rally 6% on Tuesday Jan 14, after the company announced its plans to acquire H&E Equipment Services (NASDAQ: HEES).
What's Happening With United Rentals Stock?
Positive
Invezz
1 day ago
United Rentals buys H&E Equipment Services in $4.8B deal, shares jump 3%
United Rentals has strengthened its position as a leader in the equipment rental sector with the $4.8 billion acquisition of H&E Equipment Services. The deal, expected to close in the first quarter of 2025, combines United Rentals' extensive footprint with H&E's network of 160 branches and rental fleet of nearly 64,000 units.
United Rentals buys H&E Equipment Services in $4.8B deal, shares jump 3%
Neutral
Investors Business Daily
1 day ago
S&P 500 Stock Pauses Share Repurchase Plan After $4.8 Billion Acquisition
United Rentals announced early Tuesday it has agreed to acquire H&E Equipment Services for $4.8 billion. The post S&P 500 Stock Pauses Share Repurchase Plan After $4.8 Billion Acquisition appeared first on Investor's Business Daily.
S&P 500 Stock Pauses Share Repurchase Plan After $4.8 Billion Acquisition
Positive
Reuters
1 day ago
United Rentals to acquire H&E Equipment Services in deal valued at $4.8 billion
United Rentals said on Tuesday it would acquire smaller rival H&E Equipment Services in a deal valued at $4.8 billion, as the company looks to tap into demand for equipment rentals.
United Rentals to acquire H&E Equipment Services in deal valued at $4.8 billion
Neutral
Business Wire
1 day ago
United Rentals to Acquire H&E Equipment Services, Inc.
STAMFORD, Conn. & BATON ROUGE, La.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) (“United Rentals” or “the company”) and H&E Equipment Services, Inc. d/b/a H&E Rentals (NASDAQ: HEES) (“H&E”) today announced their entry into a definitive agreement under which United Rentals will acquire H&E for $92 per share in cash, reflecting a total enterprise value of approximately $4.8 billion, including approximately $1.4 billion of net debt. Founded in 1961, H&E provides its custo.
United Rentals to Acquire H&E Equipment Services, Inc.
Positive
Kiplinger
2 weeks ago
Stocks and Funds for the Infrastructure Building Boom
Investors should consider buying these stocks and funds to make the most of the U.S. industrial renaissance.
Stocks and Funds for the Infrastructure Building Boom
Neutral
Business Wire
4 weeks ago
United Rentals Launches New Excavation Safety Training Program
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, has launched its Excavation Safety Training for Competent Persons Program, offering an interactive approach to teaching trench and excavation safety. Designed to enhance compliance and productivity, the program has engaging activities for the learner to apply their knowledge in key areas tailored to one of most hazardous tasks in construction. The training helps competent persons—th.
United Rentals Launches New Excavation Safety Training Program
Positive
The Motley Fool
1 month ago
Prediction: After Crushing the Market in 2024, United Rentals Could Have Another Winning Year in 2025
Investors don't need to just invest in flashy companies that make the headlines to beat the market. Names like Nvidia and Tesla may be exciting to follow, but a quiet, industrial stock like United Rentals (URI -0.99%) can provide market-beating returns, too.
Prediction: After Crushing the Market in 2024, United Rentals Could Have Another Winning Year in 2025
Neutral
Business Wire
1 month ago
United Rentals Recognized for Leadership in Veteran Hiring and Career Development
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today announced it has received the 2024 HIRE Vets Medallion Platinum Award and 2025 Military Friendly® Employer Gold recognition. The awards highlight United Rentals' comprehensive efforts to recruit, employ and retain the nation's veterans. The HIRE Vets Medallion Award, presented by the U.S. Department of Labor, is the only federal-level veterans employment award that recognizes.
United Rentals Recognized for Leadership in Veteran Hiring and Career Development
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