Why United Rentals (URI) Stock Is Up Today

United Rentals (URI) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued investor follow-through from the company’s strong second-quarter report and higher 2026 outlook announced in late July. The move also may be getting support from a favorable backdrop for cyclical industrial stocks, as easing inflation data has helped sentiment around economically sensitive names.

Details:

United Rentals posted record second-quarter 2026 results, including $4.410 billion of revenue, $12.76 in adjusted EPS, and $2.056 billion of adjusted EBITDA.

The company raised its full-year 2026 outlook, lifting projected revenue to $17.5 billion to $17.8 billion and adjusted EBITDA to $7.975 billion to $8.125 billion.

Management pointed to healthy customer demand, optimism around large projects, and solid backlogs, which support the view that business momentum has stayed strong beyond the earnings release.

Shareholder-return actions also remain supportive, including a $5 billion repurchase authorization, $750 million already repurchased in the first half, and a quarterly dividend of $1.97 per share with an August 26, 2026 payment date.

Sources:

United Rentals Investor Relations, SEC, AP News

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.

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$URI Hedge Fund Activity

We have seen 759 institutional investors add shares of $URI stock to their portfolio, and 749 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
MILLENNIUM MANAGEMENT LLC removed 361,691 shares (-85.4%) from their portfolio in Q1 2026, for an estimated $263,513,594
CORIENT PRIVATE WEALTH LLC removed 328,930 shares (-95.6%) from their portfolio in Q1 2026, for an estimated $239,645,240
HOLOCENE ADVISORS, LP removed 301,805 shares (-65.1%) from their portfolio in Q1 2026, for an estimated $219,883,050

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 $747,226 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: $87,377
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 4 times in the past 6 months. Of those trades, 3 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 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.
REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.

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 11 analysts offer price targets for $URI in the last 6 months, with a median target of $1195.0.

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.