United Rentals (NYSE: URI) reported record third-quarter 2026 revenue of $4.893 billion and net income of $920 million. GAAP diluted earnings per share were $14.77.
The company raised its 2026 revenue outlook to $18.0 billion to $18.2 billion, from its prior range of $17.5 billion to $17.8 billion.
- Rental revenue increased 17.8% year over year to $4.316 billion.
- Net income increased 31.2% year over year, with a net income margin of 18.8%.
- Adjusted EBITDA was $2.331 billion, while GAAP operating income was $1.409 billion.
- Year-to-date operating cash flow totaled $4.934 billion through September 30, 2026.
- United Rentals returned $1.496 billion to shareholders year to date through repurchases and dividends.
$URI Insider Trading Activity
$URI insiders have traded $URI stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $URI stock by insiders over the last 6 months:
- MATTHEW JOHN FLANNERY (President & CEO) sold 22,768 shares for an estimated $22,425,933
- CRAIG ADAM PINTOFF (EVP, Chief Admin. Officer) sold 2,466 shares for an estimated $2,374,757
- WILLIAM E. GRACE (EVP, CFO) sold 1,500 shares for an estimated $1,699,731
- ANDREW B. LIMOGES (VP, Controller) sold 548 shares for an estimated $535,868
- JOLI L. GROSS (SVP, Chief LGL & Sustain. Off.) sold 306 shares for an estimated $292,226
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$URI Hedge Fund Activity
We have seen 736 institutional investors add shares of $URI stock to their portfolio, and 675 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,829,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,205,776,218
- CAPITAL RESEARCH GLOBAL INVESTORS removed 802,595 shares (-29.4%) from their portfolio in Q2 2026, for an estimated $909,251,849
- CAPITAL WORLD INVESTORS removed 554,917 shares (-25.2%) from their portfolio in Q2 2026, for an estimated $628,659,920
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 534,672 shares (+inf%) to their portfolio in Q2 2026, for an estimated $605,724,562
- MORGAN STANLEY removed 251,212 shares (-14.4%) from their portfolio in Q2 2026, for an estimated $284,595,562
- VOYA INVESTMENT MANAGEMENT LLC added 202,735 shares (+1048.6%) to their portfolio in Q2 2026, for an estimated $229,676,454
- VONTOBEL HOLDING LTD. added 163,219 shares (+8417.7%) to their portfolio in Q3 2026, for an estimated $163,346,310
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$URI Congressional Stock Trading
Members of Congress have traded $URI stock 2 times in the past 6 months. Of those trades, 1 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 MARIA ELVIRA SALAZAR has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/24 and 1 sale worth up to $15,000 on 09/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
