UNITED RENTALS ($URI) posted quarterly earnings results for Q4 2025 on Wednesday, January 28th. The company reported earnings of $11.09 per share, missing estimates of $11.89 by $0.80. The company also reported revenue of $4,208,000,000, missing estimates of $4,290,854,912 by $-82,854,912.
Stock price change since market close: -5.89%
You can see Quiver Quantitative's $URI stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
UNITED RENTALS Hedge Fund Activity
We have seen 670 institutional investors add shares of UNITED RENTALS stock to their portfolio, and 625 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,022,836 shares (+185.6%) to their portfolio in Q3 2025, for an estimated $976,460,615
- JPMORGAN CHASE & CO removed 787,099 shares (-42.0%) from their portfolio in Q3 2025, for an estimated $751,411,931
- CAPITAL INTERNATIONAL INVESTORS added 631,484 shares (+22.8%) to their portfolio in Q3 2025, for an estimated $602,852,515
- LYRICAL ASSET MANAGEMENT LP removed 519,575 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $496,017,469
- CAPITAL RESEARCH GLOBAL INVESTORS removed 429,994 shares (-12.7%) from their portfolio in Q3 2025, for an estimated $410,498,072
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 340,169 shares (+56.6%) to their portfolio in Q3 2025, for an estimated $324,745,737
- MORGAN STANLEY added 229,431 shares (+15.4%) to their portfolio in Q3 2025, for an estimated $219,028,598
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UNITED RENTALS Government Contracts
We have seen $3,564,648 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:
- EQUIPMENT RENTALS: $195,960
- RENTAL OF EQUIPMENT: $190,286
- RENTAL OF TEMPORARY HVAC UNITS: $162,489
- SHORT TERM RENTAL OF EQUIPMENT: $137,813
- SHORT TERM RENTAL OF EQUIPMENT: $124,276
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 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $URI stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 12/16.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/07 and 1 sale worth up to $15,000 on 09/23.
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 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- RBC Capital issued a "Outperform" rating on 10/24/2025
- Barclays issued a "Underweight" rating on 10/20/2025
- Baird issued a "Outperform" rating on 10/01/2025
- Keybanc issued a "Overweight" rating on 09/25/2025
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 9 analysts offer price targets for $URI in the last 6 months, with a median target of $1050.0.
Here are some recent targets:
- Jerry Revich from Wells Fargo set a target price of $1071.0 on 01/23/2026
- Kyle Menges from Citigroup set a target price of $1090.0 on 01/13/2026
- 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
- Ken Newman from Keybanc set a target price of $1000.0 on 12/03/2025
- Sabahat Khan from RBC Capital set a target price of $1123.0 on 10/24/2025
- Adam Seiden from Barclays set a target price of $600.0 on 10/20/2025
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.
