URI
UNITED RENTALS, INC.
$1,084.05
+1.52%
$68.5B
No data for this timeframe.
Vol
Market Cap$68.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders9 funds
Inst. Value$10.2B
Inst. Activity1 buys / 1 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 $1,067.77
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 sold 203 shares
Director @ $937.00 ($190.2K)
May 8, 2026
Insider
De Shon Larry D sold 203 shares
Director @ $937.00 ($190.2K)
May 8, 2026
Insider
Taussig Alexander R. sold 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.
NORGES BANK — NEW
1,208,443 shares ($978.0M)
Price Targets
$1,083.10
-1.0% upside
Hold
Current $1,094.17
Low $715.00
Median $1,100.00
High $1,550.00
21 analysts
$715.00
$1,550.00
Analyst Ratings
6Strong Buy
14Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $11.54 | $10.61 — $12.16 | 10% YoY | 18 |
| Next Q | $13.37 | $12.08 — $14.08 | 14% YoY | 18 |
| Current FY | $47.15 | $43.90 — $48.90 | 12% YoY | 20 |
| Next FY | $53.93 | $50.71 — $58.98 | 14% YoY | 20 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two senior executives of United Rentals sold a combined $2.67M in shares, representing only 0.0046% of market cap. These
May 6, 2026
NEUTRAL
CLUSTER
2/10
Four United Rentals insiders, including the CEO and EVP, sold a total of $25.6M in open-market transactions over the pas
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.0B | — |
| MORGAN STANLEY | $1.3B | — |
| NORGES BANK | $978.0M | NEW |
| FMR LLC | $649.2M | TRIM |
| BANK OF AMERICA CORP | $569.0M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | Bruno Marc | A | $190.2K |
| May 8, 2026 | De Shon | A | $190.2K |
| May 8, 2026 | Taussig Alexander | A | $190.2K |
| May 8, 2026 | Jones Kim | A | $190.2K |
| May 8, 2026 | MARTORE GRACIA | A | $190.2K |
Reddit Sentiment
38°
Cool
Bearish
Neutral
Bullish
Congressional Trades
4 members: 3 buys, 2 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Maria Elvira | R | BUY | $1,001 - $15,000 |
| Ro Khanna | D | BUY | $1,001 - $15,000 |
| Maria Elvira | R | BUY | $1,001 - $15,000 |
9 institutional holders with $10.2B total value (12,571,331 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,431,829 | $6.0B | 59.1% | — |
| 2 | MORGAN STANLEY | 1,561,701 | $1.3B | 12.4% | — |
| 3 | NORGES BANK | 1,208,443 | $978.0M | 9.6% | NEW |
| 4 | FMR LLC | 802,153 | $649.2M | 6.4% | TRIM -49.0% |
| 5 | BANK OF AMERICA CORP /DE/ | 703,009 | $569.0M | 5.6% | TRIM -53.8% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 491,145 | $397.5M | 3.9% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 287,645 | $232.8M | 2.3% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 69,800 | $56.5M | 0.6% | DOUBLED +3438.7% |
| 9 | MUHLENKAMP & CO INC | 15,606 | $12.6M | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,208,443 | — | $978.0M | 2025-Q4 |
| FMR LLC | TRIM | 1,573,860 | 802,153 | -49.0% | $649.2M | 2025-Q4 |
| FMR LLC | DOUBLED | 551,024 | 1,573,860 | +185.6% | $1.5B | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,206 | 78,064 | +3438.7% | $74.5M | 2025-Q3 |
| NORGES BANK | EXIT | 1,030,133 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,030,133 | — | $776.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,721,150 | 795,139 | -53.8% | $599.1M | 2025-Q2 |
| FMR LLC | TRIM | 772,413 | 551,024 | -28.7% | $415.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 2,206 | — | $1.7M | 2025-Q2 |
| FMR LLC | TRIM | 2,308,874 | 772,413 | -66.5% | $484.1M | 2025-Q1 |
| NORGES BANK | EXIT | 987,615 | 0 | -100.0% | $0.00 | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 24,837 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 420,368 | 623,364 | +48.3% | $439.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 438,427 | — | $355.0M | 2024-Q3 |
16 unique insiders with 7 transactions. Net insider value: -$28.7M ($53.3K bought, $28.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | Bruno Marc A | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | De Shon Larry D | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | Taussig Alexander R. | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | Jones Kim Harris | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | MARTORE GRACIA C | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | Kelly Terri L. | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | Singh Shiv | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | Lopez-Balboa Francisco J | Director | A | 203 | $937.00 | $190.2K |
| May 8, 2026 | HEUER BRANDT JULIE M | Director | A | 203 | $937.00 | $190.2K |
| May 4, 2026 | MARTORE GRACIA C | Director | D | 213 | $925.21 | $197.1K |
| Apr 27, 2026 | PINTOFF CRAIG ADAM | EVP, Chief Admin. Officer | SELL | 2,466 | $963.00 | $2.4M |
| Apr 27, 2026 | Gross Joli L. | SVP, Chief LGL & Sustain. Off. | SELL | 306 | $954.99 | $292.2K |
| Apr 24, 2026 | Flannery Matthew John | President & CEO | SELL | 22,768 | $984.98 | $22.4M |
| Apr 24, 2026 | Limoges Andrew B. | VP, Controller | SELL | 548 | $977.86 | $535.9K |
| Mar 31, 2026 | Bruno Marc A | Director | A | 51 | $728.56 | $37.2K |
| Mar 5, 2026 | Flannery Matthew John | President & CEO | F | 440.241 | $842.93 | $371.1K |
| Mar 5, 2026 | Durand Michael D | EVP, Chief Operating Officer | F | 169.258 | $842.93 | $142.7K |
| Mar 5, 2026 | Limoges Andrew B. | VP, Controller | F | 36.609 | $842.93 | $30.9K |
| Mar 5, 2026 | Leopold Anthony S. | SVP | F | 73.218 | $842.93 | $61.7K |
| Mar 5, 2026 | Gross Joli L. | SVP, Chief LGL & Sustain. Off. | F | 91.754 | $842.93 | $77.3K |
| Mar 5, 2026 | Grace William E. | EVP, CFO | F | 190.983 | $842.93 | $161.0K |
| Mar 5, 2026 | PINTOFF CRAIG ADAM | EVP, Chief Admin. Officer | F | 296.961 | $842.93 | $250.3K |
| Mar 4, 2026 | Gross Joli L. | SVP, Chief LGL & Sustain. Off. | F | 71.827 | $851.88 | $61.2K |
| Mar 4, 2026 | Grace William E. | EVP, CFO | F | 135.864 | $851.88 | $115.7K |
| Mar 4, 2026 | Durand Michael D | EVP, Chief Operating Officer | F | 120.409 | $851.88 | $102.6K |
| Mar 4, 2026 | Limoges Andrew B. | VP, Controller | F | 29.195 | $851.88 | $24.9K |
| Mar 4, 2026 | Leopold Anthony S. | SVP | F | 55.145 | $851.88 | $47.0K |
| Mar 4, 2026 | Flannery Matthew John | President & CEO | F | 317.202 | $851.88 | $270.2K |
| Mar 4, 2026 | PINTOFF CRAIG ADAM | EVP, Chief Admin. Officer | F | 232.813 | $851.88 | $198.3K |
| Mar 2, 2026 | Leopold Anthony S. | SVP | F | 74.145 | $820.58 | $60.8K |
| Mar 2, 2026 | Durand Michael D | EVP, Chief Operating Officer | F | 82.272 | $820.58 | $67.5K |
| Mar 2, 2026 | Flannery Matthew John | President & CEO | F | 420.112 | $820.58 | $344.7K |
| Mar 2, 2026 | Grace William E. | EVP, CFO | F | 154.237 | $820.58 | $126.6K |
| Mar 2, 2026 | PINTOFF CRAIG ADAM | EVP, Chief Admin. Officer | F | 272.629 | $820.58 | $223.7K |
| Mar 2, 2026 | Limoges Andrew B. | VP, Controller | F | 44.487 | $820.58 | $36.5K |
| Mar 2, 2026 | Gross Joli L. | SVP, Chief LGL & Sustain. Off. | F | 93.607 | $820.58 | $76.8K |
| Feb 3, 2026 | Grace William E. | EVP, CFO | SELL | 1,497.71 | $790.89 | $1.2M |
| Feb 2, 2026 | Singh Shiv | Director | A | 68 | $783.36 | $53.3K |
| Feb 2, 2026 | Durand Michael D | EVP, Chief Operating Officer | SELL | 2,490 | $791.14 | $2.0M |
| Feb 2, 2026 | Singh Shiv | Director | BUY | 68 | $783.36 | $53.3K |
| Jan 28, 2026 | PINTOFF CRAIG ADAM | EVP, Chief Admin. Officer | D | 2,058.48 | $903.19 | $1.9M |
| Jan 28, 2026 | PINTOFF CRAIG ADAM | EVP, Chief Admin. Officer | A | 3,709 | $903.19 | $3.3M |
| Jan 28, 2026 | Limoges Andrew B. | VP, Controller | A | 612 | $903.19 | $552.8K |
| Jan 28, 2026 | Gross Joli L. | SVP, Chief LGL & Sustain. Off. | F | 664.627 | $903.19 | $600.3K |
| Jan 28, 2026 | Gross Joli L. | SVP, Chief LGL & Sustain. Off. | A | 1,417 | $903.19 | $1.3M |
| Jan 28, 2026 | Flannery Matthew John | President & CEO | F | 5,169.323 | $903.19 | $4.7M |
| Jan 28, 2026 | Flannery Matthew John | President & CEO | A | 12,231 | $903.19 | $11.0M |
| Jan 28, 2026 | Durand Michael D | EVP, Chief Operating Officer | F | 957.678 | $903.19 | $865.0K |
| Jan 28, 2026 | Durand Michael D | EVP, Chief Operating Officer | A | 2,217 | $903.19 | $2.0M |
| Jan 28, 2026 | Limoges Andrew B. | VP, Controller | F | 292.339 | $903.19 | $264.0K |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 3.8/10.
NEUTRAL
CLUSTER
2/10
Two senior executives of United Rentals sold a combined $2.67M in shares, representing only 0.0046%
May 6, 2026
NEUTRAL
CLUSTER
2/10
Four United Rentals insiders, including the CEO and EVP, sold a total of $25.6M in open-market trans
Apr 27, 2026
NEUTRAL
CLUSTER
2/10
Three United Rentals insiders, including the CEO, sold a combined $25.3M in shares over the past wee
Apr 27, 2026
MIXED
CLUSTER
6/10
Two United Rentals insiders, including CEO Matthew Flannery, sold shares worth $22.96M in the past w
Apr 24, 2026
BULLISH
8-K
8/10
United Rentals reported strong Q1 2026 results with record revenue, EPS, and adjusted EBITDA, beatin
Apr 22, 2026
NEUTRAL
DEFA14A
3/10
United Rentals, Inc. (URI) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meet
Mar 25, 2026
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
$1,083.10 mean target
-1.0% upside
Hold (1.77)
$715.00 Low
$1,550.00 High
| Metric | Value |
|---|---|
| Current Price | $1,094.17 |
| Target Low | $715.00 |
| Target Mean | $1,083.10 |
| Target Median | $1,100.00 |
| Target High | $1,550.00 |
| # Analysts | 21 |
| Recommendation | Hold (1.77) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$11.54 | $10.61 | $12.16 | 10.3% | +0.1% | 8↑ 8↓ | $4.2B | 6.9% | 18 |
| Next Q 2026-09-30 |
$13.37 | $12.08 | $14.08 | 14.2% | +0.1% | 8↑ 8↓ | $4.5B | 7.4% | 18 |
| Current FY 2026-12-31 |
$47.15 | $43.90 | $48.90 | 12.1% | +0.2% | 15↑ 3↓ | $17.2B | 7.1% | 20 |
| Next FY 2027-12-31 |
$53.93 | $50.71 | $58.98 | 14.4% | +0.2% | 3↑ 1↓ | $18.5B | 7.4% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $11.545 | |
| 7d ago | $11.545 | |
| 30d ago | $11.536 | +0.008 |
| 60d ago | $11.498 | +0.047 |
| 90d ago | $11.495 | +0.050 |
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 14 | 6 | 1 | 0 | 74% | |
| May 1, 2026 | 6 | 14 | 6 | 1 | 0 | 74% | |
| Apr 1, 2026 | 6 | 14 | 6 | 1 | 0 | 74% | |
| Mar 1, 2026 | 6 | 14 | 6 | 1 | 0 | 74% | |
| Feb 1, 2026 | 6 | 14 | 6 | 1 | 0 | 74% | |
| Jan 1, 2026 | 6 | 13 | 7 | 1 | 0 | 70% |
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 3 buys, 2 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 24, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | United Rentals Inc | May 11, 2026 (18d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | United Rentals Inc | May 13, 2026 (31d) |
| Mar 25, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | United Rentals Inc | Apr 22, 2026 (29d) |
| Feb 18, 2026 | Thomas Suozzi | D | HOUSE | SELL | $15,001 - $50,000 | United Rentals Inc | Mar 18, 2026 (29d) |
| Feb 2, 2026 | Julia Letlow | R | HOUSE | SELL | $1,001 - $15,000 | United Rentals Inc | Mar 13, 2026 (40d) |
38°
Cool
Bearish
Neutral
Bullish
4 mentions
0 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 23, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 23, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
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
earnings_calendar
URI Q1 2026 Earnings After Market Close — 2026-04-22
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 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.