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SecBot
NYSE· Services-Equipment Rental & Leasing, NEC· Inc. DE· CIK 0001067701

URI

UNITED RENTALS, INC.
$1,081.04 ▲ +4.54%
Prev close $1,034.11
Market cap$62.3B
ConsensusBuy
12-mo target$1,269.33 (+17.4%)
▲ 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.
Market Cap
$62.3B
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 +8.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
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
Grace William E. sold 1,500 shares
EVP, CFO @ $1,133.15 ($1.7M)
Jul 4, 2026 SEC
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.
Buy 78% rate it Buy or better · 27 analysts
Strong Buy 6 22% Buy 15 56% Hold 5 19% Sell 1 4% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 24, 2026RBC CapitalREITERATEOutperform 55%
Sep 10, 2026JP MorganDOWNGRADENeutral 55%
Aug 11, 2026Evercore ISI GroupMAINTAINOutperform 59%
Aug 4, 2026Argus ResearchREITERATEBuy 54%
Jul 25, 2026UBSMAINTAINBuy 55%
Jul 24, 2026Truist SecuritiesMAINTAINBuy 55%
Jul 24, 2026JP MorganMAINTAINOverweight 55%
Jul 24, 2026Wells FargoMAINTAINOverweight 54%
Jul 24, 2026BarclaysMAINTAINUnderweight 54%
Jul 24, 2026CitigroupMAINTAINBuy 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202661551078%
Aug 1, 202661551078%
Jul 1, 202661551078%
Jun 1, 202661461074%
May 1, 202661461074%
Apr 1, 202661461074%
Mar 1, 202661461074%
Feb 1, 202661461074%
Price targets
Where 21 covering analysts think URI trades over the next 12 months.
$1,269.33 +17.4% upside Buy
Current$1,081.04 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
4 mentions 0 bullish 2 bearish 2 neutral
Recent posts
stocks Neutral 5mo ago
What is going on with CAR and URI
▲ 1 · 💬 1· ⚡ 0.5
stocks Bearish 5mo ago
2026 YTD which tickers have you realized losses, or expect to realize losses soon? Yes, losses
▲ 1 · 💬 0· ⚡ 0.5
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.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$13.90$12.66–$15.1118.8%-0.1%16↑ 0↓$4.7B18
Next Q$13.15$12.30–$14.8518.6%+0.6%13↑ 3↓$4.7B18
Current FY$49.29$46.21–$52.7317.2%+0.1%18↑ 0↓$17.7B21
Next FY$57.32$53.04–$65.3516.3%+0.2%18↑ 0↓$19.3B21
Current-quarter EPS estimate — revision history
WhenEPS estimateChange 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
FundSharesValue% TrackedLast move
Erste Asset Management GmbH0$0.000.0%—
BlackRock, Inc.5,134,060$5.8B11.8%—
VANGUARD CAPITAL MANAGEMENT LLC4,091,482$4.6B9.4%—
STATE STREET CORP2,993,837$3.4B6.9%—
JPMORGAN CHASE & CO2,829,733$3.2B6.4%—
VANGUARD PORTFOLIO MANAGEMENT LLC2,697,981$3.1B6.2%—
Capital Research Global Investors1,922,865$2.2B4.4%TRIM -29.4%
FRANKLIN RESOURCES INC1,805,427$2.0B4.1%—
GEODE CAPITAL MANAGEMENT, LLC1,699,258$1.9B3.9%—
Capital World Investors1,646,737$1.9B3.8%TRIM -25.2%
Recent position changes
FundActionPrevCurrentChangeValue
Capital Research Global InvestorsTRIM2,725,4601,922,865-29.4%$2.2B
Capital World InvestorsTRIM2,201,6541,646,737-25.2%$1.9B
NORGES BANKNEW—1,268,942—$1.4B
FMR LLCADD538,680681,601+26.5%$772.2M
Holocene Advisors, LPADD161,882291,394+80.0%$330.1M
VOYA INVESTMENT MANAGEMENT LLCDOUBLED19,334222,069+1048.6%$251.6M
AMERIPRISE FINANCIAL INCADD99,520171,229+72.1%$194.0M
HSBC HOLDINGS PLCTRIM224,319157,256-29.9%$178.0M
Pictet Asset Management Holding SADOUBLED51,825153,743+196.7%$174.2M
CITIGROUP INCADD100,068135,751+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.
DateInsiderTitleTypeSharesPriceValue
Sep 30, 2026Bruno Marc ADirectorAWARD38$1,000.78$38.0K
Sep 29, 2026Durand Michael DEVP, Chief Operating OfficerTAX W/H491.625$1,014.54$498.8K
Jul 24, 2026Grace William E.EVP, CFOSELL1,500$1,133.15$1.7M
Jun 30, 2026Bruno Marc ADirectorAWARD34$1,132.89$38.5K
May 8, 2026Bruno Marc ADirectorAWARD203$937.00$190.2K
May 8, 2026De Shon Larry DDirectorAWARD203$937.00$190.2K
May 8, 2026Taussig Alexander R.DirectorAWARD203$937.00$190.2K
May 8, 2026Jones Kim HarrisDirectorAWARD203$937.00$190.2K
May 8, 2026MARTORE GRACIA CDirectorAWARD203$937.00$190.2K
May 8, 2026Kelly Terri L.DirectorAWARD203$937.00$190.2K
Congressional trades
URI trades disclosed by members of Congress, with disclosure delay.
5 members · 6 buys / 2 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jun 5, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000United Rentals IncJul 8, 2026(34d)
Jun 2, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000United Rentals IncJul 8, 2026(37d)
Apr 24, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000United Rentals IncMay 11, 2026(18d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000United Rentals IncMay 13, 2026(31d)
Mar 27, 2026Alan ArmstrongRSENATEBUY$1,001 - $15,000United Rentals IncJul 22, 2026(117d)
Mar 25, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000United Rentals IncApr 22, 2026(29d)
Feb 18, 2026Thomas SuozziDHOUSESELL$15,001 - $50,000United Rentals IncMar 18, 2026(29d)
Feb 2, 2026Julia LetlowRHOUSESELL$1,001 - $15,000United Rentals IncMar 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)