UNITED RENTALS ($URI) posted quarterly earnings results for Q1 2026 on Wednesday, April 22nd. The company reported earnings of $9.71 per share, beating estimates of $9.06 by $0.65. The company also reported revenue of $3,985,000,000, beating estimates of $3,915,445,931 by $69,554,069.
Stock price change since market close: +7.13%
You can see Quiver Quantitative's $URI stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
UNITED RENTALS Insider Trading Activity
UNITED RENTALS insiders have traded $URI stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $URI stock by insiders over the last 6 months:
- MICHAEL D DURAND (EVP, Chief Operating Officer) sold 2,490 shares for an estimated $1,969,946
- WILLIAM E. GRACE (EVP, CFO) sold 1,497 shares for an estimated $1,184,518
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UNITED RENTALS Hedge Fund Activity
We have seen 675 institutional investors add shares of UNITED RENTALS stock to their portfolio, and 647 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 2,757,788 shares (-81.1%) from their portfolio in Q4 2025, for an estimated $2,231,932,984
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,420,283 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $1,149,463,437
- CAPITAL RESEARCH GLOBAL INVESTORS removed 818,118 shares (-27.7%) from their portfolio in Q4 2025, for an estimated $662,119,259
- FMR LLC removed 771,707 shares (-49.0%) from their portfolio in Q4 2025, for an estimated $624,557,909
- MILLENNIUM MANAGEMENT LLC added 334,925 shares (+378.1%) to their portfolio in Q4 2025, for an estimated $271,061,501
- CORIENT PRIVATE WEALTH LLC added 324,503 shares (+1667.4%) to their portfolio in Q4 2025, for an estimated $262,626,767
- LONDON & CAPITAL ASSET MANAGEMENT LTD added 236,295 shares (+603.8%) to their portfolio in Q4 2025, for an estimated $191,238,269
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UNITED RENTALS Government Contracts
We have seen $1,627,284 of award payments to $URI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- RENTAL OF TEMPORARY HVAC UNITS: $162,489
- SHORT TERM RENTAL OF EQUIPMENT: $124,276
- UNITED RENTALS, AIR CONDITIONING UNIT RENTAL - FCI MIAMI: $87,377
- SHORT TERM RENTAL OF EQUIPMENT: $81,225
- SHORT TERM RENTAL OF EQUIPMENT: $64,215
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
UNITED RENTALS Congressional Stock Trading
Members of Congress have traded $URI stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $URI stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $15,000 on 03/25.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.
- REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/16 and 1 sale worth up to $15,000 on 02/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
UNITED RENTALS Analyst Ratings
Wall Street analysts have issued reports on $URI in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 01/30/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- Truist Securities issued a "Buy" rating on 12/18/2025
- Wells Fargo issued a "Overweight" rating on 11/14/2025
To track analyst ratings and price targets for UNITED RENTALS, check out Quiver Quantitative's $URI forecast page.
UNITED RENTALS Price Targets
Multiple analysts have issued price targets for $URI recently. We have seen 8 analysts offer price targets for $URI in the last 6 months, with a median target of $1022.0.
Here are some recent targets:
- Tami Zakaria from JP Morgan set a target price of $850.0 on 04/10/2026
- David Raso from Evercore ISI Group set a target price of $1019.0 on 02/23/2026
- Kyle Menges from Citigroup set a target price of $950.0 on 02/02/2026
- Sabahat Khan from RBC Capital set a target price of $1041.0 on 01/30/2026
- Jerry Revich from Wells Fargo set a target price of $1071.0 on 01/23/2026
- Steven Fisher from UBS set a target price of $1025.0 on 01/05/2026
- Jamie Cook from Truist Securities set a target price of $1045.0 on 12/18/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
