Market Cap
$66.8B
URI
UNITED RENTALS, INC.
$1,074.12 ▲ +3.87%
Prev close $1,034.11Market cap$66.8B
ConsensusBuy
12-mo target$1,269.33 (+18.2%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional Exits Services
Snapshot
The big-picture read on URI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$49.3B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $27.3M sell
Insider Net $
-$27.3M
Social Sentiment
38° Cool
SEC Reports
7
Congressional
8 trades
Price chart 30d +9.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Bruno Marc A was granted 38 shares
Director @ $1,000.78 ($38.0K)
Sep 29, 2026 Insider
Durand Michael D surrendered for taxes 491.625 shares
EVP, Chief Operating Officer @ $1,014.54 ($498.8K)
Sep 14, 2026 ftd
FTD: URI — 9,305 shares ($9.2M) failed to deliver
Settlement: 20260914, Price: $989.12, FTD Value: $9,203,761.6, UNITED RENTALS INC
Jul 24, 2026 Insider
Jul 4, 2026 SEC Grace William E. sold 1,500 shares
EVP, CFO @ $1,133.15 ($1.7M)
The District of New Jersey granted United Rentals' motion to compel arbitration in a former employee's whistleblower ret
COURT-RULING — Impact 2/10
Jun 30, 2026 Inst.
Capital Research Global Investors — TRIM
1,922,865 shares ($2.2B)
Jun 30, 2026 Inst.
Capital World Investors — TRIM
1,646,737 shares ($1.9B)
Jun 29, 2026 Event
Michael Simonovich v. United Rentals, Inc. & United Rentals (North America) Inc.
Court ruling from District Court, D. New Jersey. Docket: 2:25-cv-15142
Analyst ratings buy % +11.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 10, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Aug 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 4, 2026 | Argus Research | REITERATE | Buy | 54% |
| Jul 25, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 15 | 5 | 1 | 0 | 78% | |
| Aug 1, 2026 | 6 | 15 | 5 | 1 | 0 | 78% | |
| Jul 1, 2026 | 6 | 15 | 5 | 1 | 0 | 78% | |
| 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% |
Price targets
Where 21 covering analysts think URI trades over the next 12 months.
$1,269.33 +18.2% upside Buy
Current$1,074.12 Low$950.00 Median$1,317.00 High$1,610.00 21 analysts
$950.00$1,610.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
38°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 5 neutral · avg impact 3.6/10.
NEUTRALCOURT-RULING2/10
The District of New Jersey granted United Rentals' motion to compel arbitration in a former employee
Jul 4, 2026
NEUTRALCLUSTER2/10
Two senior executives of United Rentals sold a combined $2.67M in shares, representing only 0.0046%
May 6, 2026
NEUTRALCLUSTER2/10
Four United Rentals insiders, including the CEO and EVP, sold a total of $25.6M in open-market trans
Apr 27, 2026
NEUTRALCLUSTER2/10
Three United Rentals insiders, including the CEO, sold a combined $25.3M in shares over the past wee
Apr 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: URI — 9,305 shares ($9.2M) failed to deliver
Settlement: 20260914, Price: $989.12, FTD Value: $9,203,761.6, UNITED RENTALS INC
Sep 11, 2026
ftd
FTD: URI — 3,881 shares ($3.8M) failed to deliver
Settlement: 20260911, Price: $989.08, FTD Value: $3,838,619.48, UNITED RENTALS INC
Sep 7, 2026
dark_pool
Dark Pool: URI — 0.6M shares, 38,705 trades
Week starting 2026-09-07. Total ATS volume: 578,650 shares across 38,705 trades.
Aug 31, 2026
dark_pool
Dark Pool: URI — 0.5M shares, 35,025 trades
Week starting 2026-08-31. Total ATS volume: 545,056 shares across 35,025 trades.
Aug 24, 2026
dark_pool
Dark Pool: URI — 0.7M shares, 39,466 trades
Week starting 2026-08-24. Total ATS volume: 671,469 shares across 39,466 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $13.90 | $12.66–$15.11 | 18.8% | -0.1% | 16↑ 0↓ | $4.7B | 18 |
| Next Q | $13.15 | $12.30–$14.85 | 18.6% | +0.6% | 13↑ 3↓ | $4.7B | 18 |
| Current FY | $49.29 | $46.21–$52.73 | 17.2% | +0.1% | 18↑ 0↓ | $17.7B | 21 |
| Next FY | $57.32 | $53.04–$65.35 | 16.3% | +0.2% | 18↑ 0↓ | $19.3B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $13.903 | — |
| 7d ago | $13.903 | — |
| 30d ago | $13.918 | -0.014 |
| 60d ago | $13.840 | +0.063 |
| 90d ago | $13.356 | +0.547 |
Institutional ownership
Which big funds own URI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $49.3B total value (43,947,784 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,134,060 | $5.8B | 11.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,091,482 | $4.6B | 9.4% | — |
| STATE STREET CORP | 2,993,837 | $3.4B | 6.9% | — |
| JPMORGAN CHASE & CO | 2,829,733 | $3.2B | 6.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,697,981 | $3.1B | 6.2% | — |
| Capital Research Global Investors | 1,922,865 | $2.2B | 4.4% | TRIM -29.4% |
| FRANKLIN RESOURCES INC | 1,805,427 | $2.0B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,699,258 | $1.9B | 3.9% | — |
| Capital World Investors | 1,646,737 | $1.9B | 3.8% | TRIM -25.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | TRIM | 2,725,460 | 1,922,865 | -29.4% | $2.2B |
| Capital World Investors | TRIM | 2,201,654 | 1,646,737 | -25.2% | $1.9B |
| NORGES BANK | NEW | — | 1,268,942 | — | $1.4B |
| FMR LLC | ADD | 538,680 | 681,601 | +26.5% | $772.2M |
| Holocene Advisors, LP | ADD | 161,882 | 291,394 | +80.0% | $330.1M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 19,334 | 222,069 | +1048.6% | $251.6M |
| AMERIPRISE FINANCIAL INC | ADD | 99,520 | 171,229 | +72.1% | $194.0M |
| HSBC HOLDINGS PLC | TRIM | 224,319 | 157,256 | -29.9% | $178.0M |
| Pictet Asset Management Holding SA | DOUBLED | 51,825 | 153,743 | +196.7% | $174.2M |
| CITIGROUP INC | ADD | 100,068 | 135,751 | +35.7% | $153.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$27.3M — $0.00 bought, $27.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Bruno Marc A | Director | AWARD | 38 | $1,000.78 | $38.0K |
| Sep 29, 2026 | Durand Michael D | EVP, Chief Operating Officer | TAX W/H | 491.625 | $1,014.54 | $498.8K |
| Jul 24, 2026 | Grace William E. | EVP, CFO | SELL | 1,500 | $1,133.15 | $1.7M |
| Jun 30, 2026 | Bruno Marc A | Director | AWARD | 34 | $1,132.89 | $38.5K |
| May 8, 2026 | Bruno Marc A | Director | AWARD | 203 | $937.00 | $190.2K |
| May 8, 2026 | De Shon Larry D | Director | AWARD | 203 | $937.00 | $190.2K |
| May 8, 2026 | Taussig Alexander R. | Director | AWARD | 203 | $937.00 | $190.2K |
| May 8, 2026 | Jones Kim Harris | Director | AWARD | 203 | $937.00 | $190.2K |
| May 8, 2026 | MARTORE GRACIA C | Director | AWARD | 203 | $937.00 | $190.2K |
| May 8, 2026 | Kelly Terri L. | Director | AWARD | 203 | $937.00 | $190.2K |
Congressional trades
URI trades disclosed by members of Congress, with disclosure delay.
5 members · 6 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | United Rentals Inc | Jul 8, 2026(34d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | United Rentals Inc | Jul 8, 2026(37d) |
| 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 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | United Rentals Inc | Jul 22, 2026(117d) |
| 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) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for URI.
Shares short
1,546,035
Settlement Sep 15, 2026
Change vs prior
+8.2%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All URI filing & press-release reports (7)
- COURT-RULING reportJul 4, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportApr 27, 2026
- CLUSTER reportApr 27, 2026
- CLUSTER reportApr 24, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportMar 25, 2026