Lido Advisors LLC Sells 1,250 Shares of United Rentals, Inc. $URI

Lido Advisors LLC lowered its stake in shares of United Rentals, Inc. (NYSE:URI) by 7.9% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 14,551 shares of the construction company’s stock after selling 1,250 shares during the period. Lido Advisors LLC’s holdings in United Rentals were worth $10,601,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Core Wealth Advisors LLC bought a new position in shares of United Rentals in the fourth quarter valued at approximately $28,000. MV Capital Management Inc. bought a new stake in United Rentals during the fourth quarter worth $28,000. Laurel Wealth Advisors LLC bought a new stake in United Rentals during the fourth quarter worth $32,000. Fortitude Family Office LLC raised its position in United Rentals by 121.1% in the 4th quarter. Fortitude Family Office LLC now owns 42 shares of the construction company’s stock valued at $34,000 after buying an additional 23 shares during the last quarter. Finally, Hilton Head Capital Partners LLC purchased a new stake in United Rentals in the 4th quarter valued at $34,000. 96.26% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, SVP Joli L. Gross sold 306 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $954.99, for a total transaction of $292,226.94. Following the sale, the senior vice president owned 5,738 shares of the company’s stock, valued at approximately $5,479,732.62. This represents a 5.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Craig Adam Pintoff sold 2,466 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president owned 14,774 shares of the company’s stock, valued at approximately $14,227,362. This represents a 14.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.47% of the company’s stock.

United Rentals Price Performance

URI opened at $1,142.57 on Friday. The company has a market capitalization of $71.58 billion, a price-to-earnings ratio of 27.44, a PEG ratio of 1.65 and a beta of 1.79. The company has a quick ratio of 0.74, a current ratio of 0.80 and a debt-to-equity ratio of 1.37. The firm has a 50-day moving average price of $1,049.29 and a 200-day moving average price of $917.54. United Rentals, Inc. has a twelve month low of $701.59 and a twelve month high of $1,177.67.

United Rentals (NYSE:URI) last announced its quarterly earnings results on Tuesday, July 21st. The construction company reported $12.76 EPS for the quarter, beating analysts’ consensus estimates of $11.53 by $1.23. The company had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.22 billion. United Rentals had a net margin of 15.67% and a return on equity of 31.93%. United Rentals’s revenue was up 11.8% compared to the same quarter last year. During the same period in the prior year, the company posted $10.47 EPS. Equities analysts expect that United Rentals, Inc. will post 46.85 EPS for the current year.

United Rentals Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be given a dividend of $1.97 per share. The ex-dividend date is Wednesday, August 12th. This represents a $7.88 annualized dividend and a dividend yield of 0.7%. United Rentals’s dividend payout ratio is currently 20.10%.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. UBS Group restated a “buy” rating and set a $1,350.00 price objective on shares of United Rentals in a research note on Thursday. Morgan Stanley upped their target price on shares of United Rentals from $1,030.00 to $1,165.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Citigroup increased their target price on shares of United Rentals from $1,210.00 to $1,270.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Sanford C. Bernstein set a $903.00 price target on shares of United Rentals and gave the company an “outperform” rating in a research report on Thursday, April 9th. Finally, Evercore restated an “outperform” rating and set a $1,101.00 price target on shares of United Rentals in a report on Monday, May 11th. Fourteen analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,149.69.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: United Rentals reported record Q2 2026 results, beating estimates on both earnings and revenue, with EPS of $12.76 versus consensus around $11.53 and revenue of $4.41 billion versus $4.22 billion expected. United Rentals (URI) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised 2026 guidance, signaling management expects continued momentum from strong rental demand, better fleet productivity, and specialty business strength. United Rentals Q2 Earnings Beat on Rental Growth, ’26 Guidance Raised
• Positive Sentiment: Bank of America boosted its price target on URI to $1,300 from $1,195 and reiterated a buy rating, reflecting confidence in further upside after the earnings beat. Benzinga report on Bank of America price target increase
• Positive Sentiment: Management highlighted record revenue, record rental revenue, and strong shareholder returns, which reinforced the bullish reaction in the stock.
• Neutral Sentiment: United Rentals also declared a quarterly dividend of $1.97 per share, which is supportive for income investors but not the main driver of the move.

About United Rentals

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.