United Rentals, Inc. (URI) is down 3.8% today. Here is some analysis on what might have caused this price movement. ([investors.unitedrentals.com](https://investors.unitedrentals.com/press-releases/press-releases-details/2026/United-Rentals-Announces-Record-Second-Quarter-Results-and-Raises-Full-Year-2026-Guidance/default.aspx?utm_source=openai))
Analysis: The most likely explanation is a mix of broad market weakness and investor caution around margin pressure rather than a new negative company-specific announcement. This could be because the company’s last major update was strong on revenue and guidance, but it also flagged lower specialty rental gross margin tied to a less favorable mix. ([marketscreener.com](https://www.marketscreener.com/news/wall-st-futures-kick-off-september-under-pressure-as-yields-oil-prices-rise-ce7858dddf8ef523?utm_source=openai))
Details:
Sources:
United Rentals Investor Relations, SEC, MarketScreener ([investors.unitedrentals.com](https://investors.unitedrentals.com/press-releases/press-releases-details/2026/United-Rentals-Announces-Record-Second-Quarter-Results-and-Raises-Full-Year-2026-Guidance/default.aspx?utm_source=openai))
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$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 778 institutional investors add shares of $URI stock to their portfolio, and 774 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
- CORIENT PRIVATE WEALTH LLC removed 328,930 shares (-95.6%) from their portfolio in Q1 2026, for an estimated $239,645,240
- 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
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 Government Contracts
We have seen $800,250 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:
- UNITED RENTALS, AIR CONDITIONING UNIT RENTAL - FCI MIAMI: $148,543
- BOOM LIFT REPAIR: $30,068
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$URI Congressional Stock Trading
Members of Congress have traded $URI stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 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 2 purchases worth up to $30,000 on 04/24, 03/25 and 0 sales.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
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.
$URI Price Targets
Multiple analysts have issued price targets for $URI recently. We have seen 10 analysts offer price targets for $URI in the last 6 months, with a median target of $1202.5.
Here are some recent targets:
- Kyle Menges from Citigroup set a target price of $1210.0 on 07/08/2026
- Jamie Cook from Truist Securities set a target price of $1421.0 on 07/02/2026
- Steven Fisher from UBS set a target price of $1300.0 on 07/01/2026
- Seth Weber from BNP Paribas set a target price of $1320.0 on 06/29/2026
- Ross Gilardi from B of A Securities set a target price of $1195.0 on 06/25/2026
- Ken Newman from Keybanc set a target price of $1250.0 on 06/25/2026
- Adam Seiden from Barclays set a target price of $715.0 on 04/27/2026
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.
