Silvant Capital Management LLC Invests $8.17 Million in United Rentals, Inc. $URI
Silvant Capital Management LLC has acquired a new stake of 7,208 shares, valued at approximately $8.17 million, in United Rentals, Inc. (NYSE:URI) during the second quarter. Other institutional investors have also made significant moves in URI stock, which currently has a "Moderate Buy" consensus rating from analysts with an average price target of $1,246.19. Additionally, an executive recently sold 1,500 shares, and the company announced a quarterly dividend of $1.97 per share.
Trillium Asset Management LLC Acquires Shares of 19,155 United Rentals, Inc. $URI
Trillium Asset Management LLC has acquired 19,155 shares of United Rentals, Inc. (NYSE:URI) during the second quarter, valued at approximately $21.7 million. Other institutional investors like BlackRock Inc. and Norges Bank also significantly increased their holdings. United Rentals recently reported strong Q2 earnings, beating analyst estimates, and announced a quarterly dividend of $1.97 per share.
Vise Technologies Inc. Invests $12.26 Million in United Rentals, Inc. $URI
Vise Technologies Inc. has acquired a new stake in United Rentals, Inc. (NYSE:URI) worth approximately $12.26 million, purchasing 10,820 shares during the second quarter. Other institutional investors also adjusted their positions in United Rentals, with significant increases from Eventide Asset Management LLC, Sequoia Financial Advisors LLC, WINTON GROUP Ltd, and Geneos Wealth Management Inc. Analysts maintain a "Moderate Buy" consensus rating for United Rentals, with an average target price of $1,246.19.
Advisors Capital Management LLC Takes Position in United Rentals, Inc. $URI
Advisors Capital Management LLC has acquired a new position in United Rentals, Inc. (NYSE:URI) during the second quarter, purchasing 32,182 shares valued at approximately $36.46 million. This move is part of broader institutional investment activity, with other hedge funds like BlackRock Inc. and Capital World Investors also making significant changes to their holdings in the construction company. United Rentals has received a "Moderate Buy" rating from analysts with a consensus price target of $1,246.19, and the company recently declared a quarterly dividend of $1.97 per share.
B. Metzler seel. Sohn & Co. AG Acquires New Position in United Rentals, Inc. $URI
B. Metzler seel. Sohn & Co. AG has acquired a new position in United Rentals, Inc. (NYSE:URI), purchasing 35,079 shares valued at approximately $39.7 million in the second quarter. Institutional investors now own 96.26% of the company, and analysts have a "Moderate Buy" rating with an average target price of $1,246.19. United Rentals recently exceeded earnings and revenue estimates, reporting $12.76 EPS and $4.41 billion in revenue, and declared a quarterly dividend of $1.97.
Is Fastenal (FAST) Stock Stretched Or Still Reasonable Today?
Fastenal (FAST) stock has delivered a strong 105.3% return over the past 5 years, but current valuations suggest it is expensive, trading at 43.0x earnings compared to an industry average of 27.3x. Simply Wall St's analysis indicates the stock is overvalued, passing 0 of 6 valuation checks, implying that its current price reflects significant future growth and profitability expectations. The article presents both bull and bear cases, highlighting the ongoing debate about the company's valuation.
Westport Asset Management Inc. Invests $9.06 Million in United Rentals, Inc. $URI
Westport Asset Management Inc. has acquired a new stake in United Rentals, Inc. valued at approximately $9.06 million, making it their seventh-largest holding. United Rentals has shown strong financial performance, exceeding revenue and EPS expectations, and has a "Moderate Buy" consensus rating from analysts with an average price target of $1,246.19. The company also declared a quarterly dividend of $1.97 per share.
United Rentals Inc. stock outperforms competitors despite losses on the day
Shares of United Rentals Inc. (URI) fell 1.95% to $1,095.26 on Thursday, despite the company's stock outperforming competitors. This decline occurred on a generally poor trading day for the stock market, with both the S&P 500 Index and Dow Jones Industrial Average also experiencing losses. The stock closed 7.12% below its 52-week high reached on August 7th.
Wealthfront Advisers LLC Makes New $10.62 Million Investment in United Rentals, Inc. $URI
Wealthfront Advisers LLC has made a new $10.62 million investment in United Rentals, Inc. (NYSE:URI) by purchasing 9,378 shares during the second quarter. This move is part of broader institutional interest, with several other hedge funds also adjusting their stakes in the construction company. Analysts have given United Rentals a "Moderate Buy" consensus rating with a target price of $1,246.19.
3,990 Shares in United Rentals, Inc. $URI Acquired by NewEdge Wealth LLC
NewEdge Wealth LLC acquired 3,990 shares of United Rentals (NYSE:URI) during the second quarter, valued at approximately $4.52 million. Other institutional investors also increased their holdings, with collective institutional ownership reaching 96.26%. Analysts maintain a "Moderate Buy" rating for United Rentals, which recently surpassed earnings expectations with an adjusted EPS of $12.76 and revenue of $4.41 billion, and declared a quarterly dividend of $1.97.
Denali Advisors LLC Takes $1.28 Million Position in United Rentals, Inc. $URI
Denali Advisors LLC has acquired a new position in United Rentals, Inc. (NYSE:URI), purchasing 1,130 shares valued at approximately $1.28 million during the second quarter. This move comes as United Rentals reported strong financial results, beating EPS and revenue estimates, and announced a quarterly dividend of $1.97 per share. Institutional investors collectively own a significant 96.26% of the company, and analysts generally maintain a "Moderate Buy" rating with a consensus price target of $1,246.19.
Diversify Advisory Services LLC Invests $1.93 Million in United Rentals, Inc. $URI
Diversify Advisory Services LLC has purchased a new stake of 1,713 shares in United Rentals, Inc. (NYSE:URI) worth approximately $1.93 million during the second quarter. This move is part of broader institutional interest, with other major firms like BlackRock Inc. and Capital World Investors also making significant investments or increasing their holdings in the construction company. Analysts maintain a "Moderate Buy" rating for United Rentals, with an average price target of $1,246.19.
Herc Holdings Elects Former Mobile Mini CEO Erik Olsson to Board
Herc Holdings Inc. (NYSE: HRI) has elected Erik Olsson, former CEO of Mobile Mini and RSC Holdings, to its Board of Directors. Olsson brings extensive experience in equipment rental, operations, and M&A, having previously led major companies in the sector. His appointment, effective August 18, 2026, expands the board to nine directors and adds valuable insight into capital-intensive equipment rental operations.
Plato Investment Management Ltd Purchases 4,320 Shares of United Rentals, Inc. $URI
Plato Investment Management Ltd increased its stake in United Rentals, Inc. (NYSE:URI) by 63.8% in the second quarter, purchasing an additional 4,320 shares. Several other institutional investors also adjusted their positions in URI. The article also notes recent insider selling, the company's financial performance, dividend announcement, and updated analyst price targets.
Meeder Advisory Services Inc. Takes Position in United Rentals, Inc. $URI
Meeder Advisory Services Inc. has acquired a new position in United Rentals, Inc. (NYSE:URI) during the second quarter, purchasing 2,646 shares valued at approximately $2,998,000. Other institutional investors like BlackRock Inc., Capital World Investors, and Franklin Resources Inc. have also significantly invested in or adjusted their holdings in the construction company. Analysts have largely maintained a "Buy" or "Overweight" rating on URI, with a consensus price target of $1,246.19.
Ontario Teachers Pension Plan Board Invests $41.85 Million in United Rentals, Inc. $URI
The Ontario Teachers Pension Plan Board has invested $41.85 million in United Rentals, Inc. by acquiring 36,937 shares during the second quarter. This makes the pension board a significant institutional holder with about 0.06% of the company's stock. The article also notes recent analyst ratings, stock performance, and dividend information for United Rentals.
Foster & Motley Inc. Makes New Investment in United Rentals, Inc. $URI
Foster & Motley Inc. has acquired a new stake in United Rentals, Inc. (NYSE:URI) during the second quarter, purchasing 10,716 shares valued at approximately $12.14 million. This move is part of a broader trend of institutional investment in United Rentals, with other hedge funds also increasing their positions. The construction equipment rental company recently reported strong quarterly earnings, surpassing analyst estimates, and announced a quarterly dividend.
60,752 Shares in United Rentals, Inc. $URI Acquired by Danske Bank A S
Danske Bank A S has acquired a new stake of 60,752 shares in United Rentals, Inc. (NYSE:URI), valued at approximately $68.8 million, making them a significant institutional investor with 0.10% ownership. Other institutional investors like BlackRock Inc., Capital World Investors, Franklin Resources Inc., Norges Bank, and Bank of America Corp DE also increased their holdings in URI. The article also details recent insider selling, updated analyst price targets, and United Rentals' financial performance, including its latest quarterly earnings beat and dividend announcement.
Deutsche Bank AG Takes $218.51 Million Position in United Rentals, Inc. $URI
Deutsche Bank AG has acquired a new position in United Rentals, Inc. (NYSE:URI) during the second quarter, purchasing 192,877 shares valued at approximately $218.51 million. This makes Deutsche Bank AG a significant institutional investor in the construction company, holding about 0.31% of its stock. The article also notes other institutional investor activity, positive analyst ratings, and details about recent insider stock sales and the company's financial performance.
282,679 Shares in AMETEK, Inc. $AME Purchased by Danske Bank A S
Danske Bank A S has acquired a new stake of 282,679 shares in AMETEK, Inc. (NYSE:AME) during the second quarter, valued at approximately $68.39 million. This purchase makes Danske Bank A S the owner of about 0.12% of AMETEK's stock. The article also details other institutional investments, AMETEK's recent financial performance, dividend announcement, insider stock sales, and current analyst ratings.
Alpine Woods Capital Investors LLC Takes Position in United Rentals, Inc. $URI
Alpine Woods Capital Investors LLC has acquired a new position in United Rentals, Inc. (NYSE:URI), purchasing 3,079 shares valued at approximately $3.488 million. This investment comes as other institutional investors have also adjusted their holdings in the construction company. United Rentals recently announced a quarterly dividend of $1.97 and reported earnings per share that beat analyst estimates.
Sunbelt Rentals Holdings (SUNB) to Announce Q1 FY2027 Earnings on September 9, 2026
Sunbelt Rentals Holdings (NYSE: SUNB; LSE: SUNB) is set to release its Q1 FY2027 financial results on Wednesday, September 9, 2026. The company will host a conference call and live webcast at 8:30 a.m. ET on the same day to discuss its performance. This announcement is critical for investors and analysts to gauge market conditions in construction, live events, and maintenance sectors, given Sunbelt Rentals' extensive global network and significant market presence.
United Rentals Inc. stock underperforms Tuesday when compared to competitors
Shares of United Rentals Inc. (URI) fell by 4.16% on Tuesday, closing at $1,116.38, thereby underperforming against the broader market which also saw declines in the S&P 500 Index and Dow Jones Industrial Average. This drop ended a two-day winning streak for the company's stock.
Meeder Asset Management Inc. Takes Position in United Rentals, Inc. $URI
Meeder Asset Management Inc. has acquired a new position in United Rentals, Inc. (NYSE:URI), purchasing 4,191 shares valued at approximately $4.75 million in the second quarter. Other institutional investors have also adjusted their holdings in United Rentals, which collectively sees institutional investors owning 96.26% of the company's stock. United Rentals recently reported strong quarterly earnings, beating estimates with $12.76 per share and an 11.8% revenue increase year-over-year, and declared a quarterly dividend of $1.97 per share.
UNIVEST FINANCIAL Corp Takes $16.72 Million Position in United Rentals, Inc. $URI
UNIVEST FINANCIAL Corp has acquired a new position in United Rentals, Inc. (NYSE:URI) worth approximately $16.72 million, making it 0.8% of their investment portfolio. This move aligns with other institutional investors, who collectively own 96.26% of the company. United Rentals recently reported strong earnings, exceeding analyst expectations, and declared a quarterly dividend, while analysts maintain a "Moderate Buy" consensus.
United Rentals, Inc. $URI is Wgi Dm LLC's 7th Largest Position
Wgi Dm LLC significantly increased its stake in United Rentals (NYSE:URI) by 607.2% in the second quarter, making it their 7th largest position. United Rentals outperformed Q2 earnings expectations, reporting an EPS of $12.76 and revenue of $4.41 billion, and analysts generally maintain a "Moderate Buy" rating with an average price target of $1,246.19. The company also announced a quarterly dividend of $1.97 per share.
K.J. Harrison & Partners Inc Invests $1.59 Million in United Rentals, Inc. $URI
K.J. Harrison & Partners Inc. recently invested $1.59 million in United Rentals, acquiring 1,400 shares in Q2. United Rentals surpassed quarterly expectations with $12.76 EPS and $4.41 billion in revenue, leading to a "Moderate Buy" consensus rating from analysts with a $1,246.19 price target. The company also declared a quarterly dividend of $1.97 per share and saw significant institutional investment, with insiders owning a small percentage of the stock.
1,651 Shares in United Rentals, Inc. $URI Purchased by Plato Investment Management Ltd
Plato Investment Management Ltd recently acquired a new stake in United Rentals, Inc. (NYSE:URI), purchasing 1,651 shares valued at approximately $1.86 million during the second quarter. This move is part of a broader trend of institutional investors and hedge funds accumulating shares in United Rentals, which now sees 96.26% of its stock owned by such entities. The company has also announced a quarterly dividend and received mostly positive ratings from Wall Street analysts, with an average target price of $1,246.19.
Mitsubishi UFJ Asset Management Co. Ltd. Purchases New Shares in United Rentals, Inc. $URI
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new stake of 153,769 shares in United Rentals, Inc. (NYSE:URI), valued at approximately $174.20 million, making them owners of about 0.25% of the company. Other institutional investors have also modified their holdings, with United Rentals' stock currently trading at $1,166.11 and analysts forecasting an average price target of $1,246.19. The company also recently announced a quarterly dividend of $1.97 per share.
Citizens Financial Group Inc. RI Buys Shares of 24,337 United Rentals, Inc. $URI
Citizens Financial Group Inc. RI recently acquired a new stake of 24,337 shares in United Rentals, Inc. (NYSE:URI), valued at approximately $27.57 million. Other institutional investors like BlackRock Inc. and Capital World Investors also significantly increased their holdings in the construction company. United Rentals reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $1.97 per share.
Cornerstone Advisors LLC Buys Shares of 6,262 United Rentals, Inc. $URI
Cornerstone Advisors LLC recently purchased 6,262 shares of United Rentals, Inc. (NYSE:URI) for approximately $7.094 million during the second quarter. This move is part of broader institutional interest in United Rentals, with several other large investors also adjusting their stakes in the company. United Rentals has also announced a quarterly dividend of $1.97 per share and has received positive analyst ratings, with an average target price of $1,246.19.
BlackRock Inc. Buys New Stake in United Rentals, Inc. $URI
BlackRock Inc. has acquired a significant new stake in United Rentals, Inc. (NYSE:URI), purchasing over 5.13 million shares valued at approximately $5.82 billion, giving the asset manager an 8.25% ownership. This move comes as United Rentals reported strong quarterly earnings, beating analyst expectations with $12.76 EPS and $4.41 billion in revenue, and analysts maintain a "Moderate Buy" consensus for the stock. The company also declared a quarterly dividend of $1.97 per share.
33,634 Shares in Williams-Sonoma, Inc. $WSM Purchased by B & T Capital Management DBA Alpha Capital Management
B & T Capital Management DBA Alpha Capital Management recently acquired a new position of 33,634 shares in Williams-Sonoma, Inc. (NYSE:WSM), valued at approximately $7.84 million. This purchase makes Williams-Sonoma the 26th largest holding for the firm, comprising about 1.0% of their total holdings. Other institutional investors like BlackRock Inc., Aristotle Capital Management LLC, and State Street Corp have also recently adjusted their stakes in the company.
URI Drives 90%+ of Growth Organically: Is M&A Still a Key Catalyst?
United Rentals (URI) is experiencing over 90% organic growth, driven by strong rental revenues and increased fleet productivity, particularly in its specialty segment. While organic expansion is the primary growth engine, mergers and acquisitions remain a strategic component, with URI evaluating opportunities to expand products and specialty offerings, as evidenced by past acquisitions like Yak and Ahern Rentals. Compared to peers like Gibraltar and Masco, URI appears less dependent on M&A, using its financial flexibility for selective deals that complement its robust organic growth rather than solely driving it.
Wells Fargo raises Herc Holdings price target on strong rental market
Wells Fargo has increased its price target for Herc Holdings (NYSE:HRI) to $218 from $176, maintaining an Overweight rating, citing a strong rental market with high time utilization and rising rental rates. The firm's analysis indicates that current rental market dynamics support a positive outlook for the company, reinforced by analyst revisions of earnings upwards. Despite this positive sentiment and recent financial performance including a Q2 profit beat, InvestingPro's Fair Value analysis suggests the stock might be overvalued.
Wells Fargo raises Herc Holdings price target on strong rental market
Wells Fargo has increased its price target for Herc Holdings (NYSE: HRI) to $218 from $176, maintaining an Overweight rating, due to a strong rental market characterized by high time utilization and rising rental rates. This positive outlook is supported by recent earnings reports where Herc Holdings surpassed profit estimates, despite revenue falling short, and by KeyBanc also raising its price target on accelerating demand and improved fleet utilization. While analysts are revising earnings estimates upwards, InvestingPro's Fair Value analysis suggests the stock might be overvalued at current levels.
Roman Butler Fullerton & Co. Makes New Investment in United Rentals, Inc. $URI
Roman Butler Fullerton & Co. has made a new investment in United Rentals, Inc. (NYSE:URI), acquiring 1,620 shares valued at approximately $1.759 million during the second quarter. Other institutional investors have also adjusted their holdings in the company, with several firms increasing their stakes. Analysts generally hold a "Moderate Buy" rating for United Rentals, with an average price target of $1,246.19.
2,944 Shares in United Rentals, Inc. $URI Purchased by Wealth Effects LLC
Wealth Effects LLC recently acquired a new stake in United Rentals, Inc. (NYSE:URI), purchasing 2,944 shares valued at approximately $3.335 million, making it the 25th largest position in their portfolio. Other institutional investors also adjusted their holdings in URI, which has a market cap of $71.90 billion and a P/E ratio of 27.74. The company recently announced a quarterly dividend of $1.97 per share and received a "Moderate Buy" consensus rating from analysts.
Flputnam Investment Management Co. Takes Position in United Rentals, Inc. $URI
Flputnam Investment Management Co. has acquired a new stake of 7,030 shares, valued at $7,964,000, in United Rentals, Inc. (NYSE:URI) during the second quarter. Other institutional investors have also adjusted their positions in the company, with institutional ownership now standing at 96.26%. Analysts currently have a "Moderate Buy" rating on United Rentals, with an average price target of $1,246.19.
Focus Partners Advisor Solutions LLC Makes New Investment in United Rentals, Inc. $URI
Focus Partners Advisor Solutions LLC recently purchased 1,094 shares of United Rentals (NYSE:URI), valued at $1.24 million, marking a new investment for the firm. Institutional investors collectively own 96.26% of the company, and analysts generally maintain a "Moderate Buy" rating with a consensus price target of $1,246.19. United Rentals reported strong quarterly earnings, surpassing revenue and EPS expectations, and declared a quarterly dividend of $1.97 per share.
1,893 Shares in United Rentals, Inc. $URI Bought by AMG National Trust Bank
AMG National Trust Bank has acquired 1,893 shares of United Rentals, Inc. (NYSE:URI) valued at approximately $2.14 million during the second quarter. This move is part of a broader trend of institutional investors modifying their holdings in United Rentals. Analysts have largely given the stock "Buy" or "Strong Buy" ratings, with a consensus target price of $1,246.19.
11,268 Shares in United Rentals, Inc. $URI Purchased by SFE Investment Counsel
SFE Investment Counsel recently acquired 11,268 shares of United Rentals, Inc. (NYSE:URI) valued at approximately $12.8 million, making it their 18th largest holding. United Rentals reported strong Q2 earnings, exceeding analyst expectations with an EPS of $12.76 and revenue of $4.41 billion, an 11.8% year-over-year increase. The company also declared a quarterly dividend of $1.97 per share, and analysts maintain a "Moderate Buy" rating with an average price target of $1,246.19.
One Wealth Advisors LLC Invests $1.46 Million in United Rentals, Inc. $URI
One Wealth Advisors LLC acquired a new stake worth $1.46 million in United Rentals, Inc. during the second quarter. United Rentals exceeded quarterly expectations with strong EPS and revenue growth, and analysts maintain a "Moderate Buy" rating with a consensus price target of $1,246.19. The company also declared a quarterly dividend of $1.97 per share.
McGrath RentCorp (MGRC) Stock Looks Fairly Valued With Rental Demand In Focus
McGrath RentCorp (MGRC) stock is currently valued as roughly fair, with a P/E ratio of 19.3x, which is below the industry average. Despite a 93.1% return over the past five years, its 2.5% return in the last year lags behind peers. The company's future valuation depends on sustained rental demand and capital efficiency.
EquipmentShare.com Reports Q2 2026 Results: Full Earnings Call Transcript
EquipmentShare.com reported strong Q2 2026 results, with a 39% increase in rental segment revenue and 55% margins at mature rental locations. The company authorized a $500 million share repurchase program and provided a full-year rental segment revenue growth outlook of approximately 33%, despite a conservative view for the second half. Management emphasized continued organic growth, industry transformation through its T3 platform, and a strong demand environment driven by large-scale construction projects.
United Rentals Inc. stock outperforms competitors on strong trading day
United Rentals Inc. (URI) saw its stock rise by 2.97% to $1,153.83 on Friday, bucking the overall market trend as the S&P 500 Index and Dow Jones Industrial Average both experienced declines. This gain snapped a two-day losing streak for the company's shares.
Construction costs rose 7.4% annually in July
Construction input prices increased by 0.1% month-over-month in July and were up 7.4% annually, according to an analysis by Associated Builders and Contractors. While lower energy costs initially muted the monthly increase, economists predict future price jumps due to rebounding fuel prices and ongoing increases in materials like lumber and iron. Despite these rising costs and potential future stifling of project activity, contractors generally expect profit margins to expand over the next six months.
How Strong Q2 Results and Higher 2026 Guidance Will Impact United Rentals (URI) Investors
United Rentals, Inc. (URI) recently reported stronger-than-expected Q2 2026 results and raised its 2026 revenue and adjusted EBITDA guidance, reflecting robust demand. The company also declared a cash dividend and its CEO was highly ranked, indicating strong internal support. This positive financial outlook reinforces the company's investment narrative, though potential risks related to high capital expenditure and dependence on large projects are noted.
How Strong Q2 Results and Higher 2026 Guidance Will Impact United Rentals (URI) Investors
United Rentals (URI) recently reported stronger-than-expected Q2 2026 results, raising its 2026 revenue and adjusted EBITDA guidance, and declared a cash dividend. This performance is attributed to robust demand for rental equipment and specialty solutions, reinforcing the company's strong investment narrative. While the increased guidance suggests continued growth, investors should also consider the risks associated with heavy capital expenditure and dependence on large projects if demand cools.
NUMV Dividend: 1.31% Yield, $0.60/Share — History & Dates
Nuveen ESG Mid-Cap Value ETF (NUMV) offers a 1.31% dividend yield, paying $0.60 per share annually, with a 0.47 payout ratio. The ETF has a 9-year dividend history, showing a 5-year growth rate of 7.1%. The article details NUMV's complete dividend payment history, ex-dividend dates, and discusses key metrics like payout ratio and dividend growth.
