United Rentals Stock: Quiet Boom Play Every Young Investor Is Missing
United Rentals Inc. (URI) is presented as an underhyped investment opportunity, benefiting from the ongoing US construction and infrastructure boom. While many focus on AI and meme stocks, United Rentals, the world's largest equipment rental company, is generating significant cash flow by providing essential machinery for building America. The article highlights its strong revenue growth, high margins, and shareholder-friendly moves like buybacks, despite the cyclical risks associated with the construction industry.
United Rentals Stock: Quiet Boom Play Every Young Investor Is Missing
The article highlights United Rentals Inc. (URI) as an overlooked investment opportunity, contrasting it with popular AI and meme stocks. It emphasizes URI's role in supplying rental equipment for America's construction and infrastructure boom, driven by government spending and reshoring. The company is characterized by strong revenue growth, high margins, and shareholder-friendly actions like buybacks, though it acknowledges the cyclical risks associated with the construction industry.
iRhythm Technologies (NASDAQ:IRTC) Trading Down 6.2% After Analyst Downgrade
iRhythm Technologies (NASDAQ:IRTC) saw its shares drop 6.2% after Canaccord Genuity lowered its price target from $212 to $198, despite maintaining a "buy" rating. This decline occurred even though the company reported a strong Q4 beat with record revenue of $208.9M and EPS of $0.29, significantly exceeding expectations. Analysts' price target adjustments and insider selling have created near-term selling pressure, though the consensus remains a "Moderate Buy" with an average target of $211.62.
Herc Holdings Sees Strong Q4 Performance with Revenue Growth
Herc Holdings Inc. (HRI) is reporting strong Q4 performance with a 6.87% stock increase, driven by fleet expansion and strategic acquisitions. Despite high debt-to-equity, the company shows operational efficiency and promising profitability, with analysts projecting positive growth for 2026. Key financial insights include resilient revenue growth, significant free cash flow, and outperformance of industry benchmarks, positioning HRI for aggressive market share expansion.
TriMas declares $0.04 quarterly dividend payable in March
TriMas (NASDAQ:TRS) announced its Board of Directors declared a quarterly cash dividend of $0.04 per share, translating to an annual dividend yield of 0.43%. The dividend is scheduled to be paid on March 6, 2026, to shareholders of record by February 27, 2026. This announcement follows a strong financial performance, with the company achieving a 57.84% price return over the past year.
Repligen Corp. (RGEN) Rose as Industrial Destocking Decreased and Order Patterns Stabilized
Repligen Corporation (RGEN) shares rallied as industrial destocking eased and order patterns stabilized, according to Conestoga Capital Advisors' fourth-quarter 2025 investor letter. Despite trailing the Russell 2000 Growth Index for the quarter, the firm highlighted Repligen's strong market position and long-term growth prospects in biologics manufacturing. While 53 hedge funds held RGEN in Q3, Conestoga Capital Advisors noted that certain AI stocks might offer greater upside and less risk.
Advisors Capital Management LLC Sells 2,035 Shares of United Rentals, Inc. $URI
Advisors Capital Management LLC has reduced its stake in United Rentals, Inc. (NYSE:URI) by 6.0%, selling 2,035 shares and retaining 31,749 shares valued at approximately $30.31 million. This comes as United Rentals recently missed its Q3 earnings per share and revenue estimates, though analysts maintain a "Moderate Buy" consensus rating and the company increased its quarterly dividend and authorized a $5.0 billion share repurchase program. Various other hedge funds also adjusted their positions in the company during recent quarters.
Assetmark Inc. Acquires 4,351 Shares of United Rentals, Inc. $URI
Assetmark Inc. significantly increased its stake in United Rentals, Inc. by 332.6% in the third quarter, acquiring an additional 4,351 shares for a total of 5,659 shares valued at $5.403 million. Other institutional investors also adjusted their positions, with 96.26% of the stock owned by institutional investors and hedge funds. This news comes as United Rentals announced a quarterly dividend increase and a $5.00 billion share repurchase program, signaling management's belief that the shares are undervalued, despite recent analyst rating adjustments and insider share sales.
How United Rentals ranked #3 for customer satisfaction in WSJ study
United Rentals (NYSE: URI) has once again been recognized on The Wall Street Journal’s Management Top 250 list, developed by the Drucker Institute, for its effective management practices. The company achieved a notable #3 ranking in customer satisfaction among 668 assessed companies, alongside strong placements in employee engagement and financial strength. This recognition highlights United Rentals' commitment to its customers, employees, and stakeholders, driven by the efforts of its over 28,000 team members.
Vanguard Group Inc. Sells 19,058 Shares of United Rentals, Inc. $URI
Vanguard Group Inc. reduced its stake in United Rentals, Inc. by 0.3% in the third quarter, now owning 7,475,245 shares, which accounts for about 11.75% of the company. Despite the minor reduction, institutional investors collectively own a significant 96.26% of the stock. United Rentals' board has authorized a $5.0 billion share buyback and increased its quarterly dividend to $1.97, indicating a strong focus on returning capital to shareholders, even as the company recently missed quarterly EPS and revenue estimates.
HERC HOLDINGS INC SEC 10-K Report
HERC HOLDINGS INC (HRI) has released its 2025 10-K report, highlighting a 23% revenue increase to $4,376 million, largely due to the acquisition of H&E Equipment Services. Despite significant revenue growth, net income decreased sharply to $1 million from $211 million in 2024, impacted by higher transaction and interest expenses related to the acquisition. The report details strategic initiatives including geographical expansion, technology integration, and sustainability efforts, alongside challenges such as competitive pressures, integration risks, and economic conditions.
Aberdeen Group plc Decreases Holdings in United Rentals, Inc. $URI
Aberdeen Group plc reduced its stake in United Rentals, Inc. ($URI) by 6.1% in the third quarter, selling 3,117 shares and now owning 47,932 shares valued at $45.24 million. Other institutional investors like Norges Bank, JPMorgan Chase & Co., and Boston Partners increased their holdings significantly. United Rentals also recently declared an increased quarterly dividend of $1.97 per share and authorized a $5 billion share repurchase plan.
United Rentals, Inc. $URI Shares Purchased by State of New Jersey Common Pension Fund D
The State of New Jersey Common Pension Fund D increased its stake in United Rentals (NYSE:URI) by 5.6% in Q3, now owning 22,581 shares valued at $21.56 million. United Rentals authorized a $5.0 billion share buyback program and raised its quarterly dividend to $1.97, indicating a focus on shareholder returns. However, two Executive VPs recently sold a significant number of shares, reducing their personal holdings.
United Rentals, Inc. $URI Stock Holdings Lowered by Shell Asset Management Co.
Shell Asset Management Co. significantly reduced its stake in United Rentals, Inc. (NYSE:URI) by 82.6% in the third quarter, holding 1,833 shares valued at $1.75 million. Despite this, other institutional investors have increased their positions in the construction company. United Rentals also recently announced a share buyback program of $5 billion and increased its quarterly dividend to $1.97 per share.
United Rentals, Inc. $URI Shares Sold by ABN Amro Investment Solutions
ABN Amro Investment Solutions recently reduced its stake in United Rentals, Inc. (NYSE:URI) by 29.4%, selling 1,993 shares and now holding 4,786 shares valued at $4.57 million. This move comes as United Rentals announced a $5.00 billion share buyback program and raised its quarterly dividend to $1.97 per share, despite missing quarterly EPS and revenue estimates. Institutional investors collectively own 96.26% of the company's stock, with some increasing and others decreasing their positions, while company insiders have also engaged in recent share sales.
Herc Holdings Q4 2025 Earnings Forecast: Revenue Up 32.2%, EPS $1.87 | Stock Analysis - News and Statistics
Herc Holdings (HRI) is projected to report significant revenue growth of 32.2% year-over-year to $1.26 billion for Q4 2025, with an adjusted EPS forecast of $1.87. Despite a strong previous quarter, the company has previously missed full-year revenue guidance and EPS estimates. The specialty equipment distributors segment has seen positive investor sentiment, with Herc's stock price increasing by 12.3% in the last month.
How Investors Are Reacting To Fastenal (FAST) Richer Valuation And Optimistic Profit Outlook
Fastenal (FAST) is experiencing a richer valuation and optimistic profit outlook, with analysts expecting profits to increase by about 30% in the coming years. Despite strong full-year 2025 results, the article highlights concerns about potential risks such as elevated inventory and whether the current pricing leaves sufficient room for error given possible cost pressures, tariffs, or weaker demand. Investors are encouraged to consider a variety of analyst perspectives and the company's underlying narrative, which projects significant revenue and earnings growth by 2028.
United Rentals, Inc. $URI Shares Sold by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. reduced its stake in United Rentals, Inc. by 45.2% in Q3, selling 1,405 shares. Despite missing quarterly earnings estimates, United Rentals' board authorized a $5.00 billion share buyback and increased its quarterly dividend. Institutional investors now own 96.26% of the company's stock, while senior insiders recently sold shares, reducing their personal holdings.
Is McGrath RentCorp (MGRC) Fairly Priced After Recent Steady Share Performance?
This article analyzes whether McGrath RentCorp (MGRC) is fairly priced, given its recent share performance. Using a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio analysis, the article concludes that MGRC is currently trading close to its fair value. The DCF model suggests it is about 1.0% undervalued, while its P/E of 19.9x is in line with its proprietary "Fair Ratio" of 20.3x, indicating the shares are "about right."
Four Corners Property Trust, Inc. (NYSE:FCPT) Q4 2025 Earnings Call Transcript
Four Corners Property Trust (NYSE:FCPT) held its Q4 2025 earnings call, discussing its tenth anniversary, robust acquisition activity totaling $318 million in 2025 at a 6.8% blended cap rate, and a conservative portfolio strategy. The company highlighted strong rent coverage, diversification efforts into automotive service, medical retail, grocery, and equipment rental, and a well-capitalized balance sheet with low leverage. FCPT also addressed its exposure to Bahama Breeze locations and ongoing efforts to re-tenant or convert them, emphasizing confidence in the real estate quality.
Public Sector Pension Investment Board Has $148.23 Million Position in United Rentals, Inc. $URI
The Public Sector Pension Investment Board significantly increased its stake in United Rentals, Inc. (NYSE:URI) by 3,094.3% in the third quarter, bringing its total holding to 155,273 shares valued at approximately $148.23 million. Other institutional investors also adjusted their positions, and corporate insiders like EVP William E. Grace and Michael D. Durand sold shares. Despite mixed analyst ratings and a slight miss on quarterly earnings, United Rentals declared a stock repurchase plan and increased its quarterly dividend.
Earnings call transcript: Four Corners Property Trust Q4 2025 misses EPS forecast
Four Corners Property Trust (FCPT) reported Q4 2025 earnings, missing EPS forecasts with $0.28 against an anticipated $0.29, despite revenue of $75.66 million coming close to the $75.69 million expectation. The company's stock dropped by 2.85% in after-hours trading following the announcement. FCPT maintained a strong operational performance, expanding into equipment rental and grocery sectors, while achieving a 99.6% portfolio occupancy rate and an 11.1% year-over-year growth in cash rental income.
Does Herc Holdings (HRI) Dividend and Board Shift Clarify Its Post‑Acquisition Capital Allocation Priorities?
Herc Holdings Inc. (HRI) recently announced a quarterly dividend of US$0.70 per share and a board change, following strong revenue growth and the completion of IT integration from the H&E Equipment Services acquisition. While these developments highlight a focus on shareholder returns and post-acquisition execution, the article notes that high leverage and integration risks remain key considerations for investors. The company's reaffirmation of full-year guidance and significant revenue growth indicate a dual emphasis on rewarding shareholders and ensuring the success of the acquisition.
Mitchell Capital Management Co. Sells 3,753 Shares of United Rentals, Inc. $URI
Mitchell Capital Management Co. reduced its stake in United Rentals, Inc. (NYSE:URI) by 44.9% in the third quarter, selling 3,753 shares and retaining 4,600 shares valued at $4.39 million. This adjustment comes as United Rentals increased its quarterly dividend to $1.97 and approved a $5.0 billion share buyback program. Despite missing recent quarterly earnings estimates, the company shows strong profitability with a 30.35% return on equity, and analysts hold a "Moderate Buy" rating with a consensus target price of $925.59.
Rhumbline Advisers Cuts Position in United Rentals, Inc. $URI
Rhumbline Advisers significantly reduced its stake in United Rentals, Inc. by 1.4% in the third quarter of 2025, selling 1,894 shares and holding 132,465 shares valued at approximately $126.46 million. Despite this, United Rentals authorized a $5.0 billion share buyback and increased its quarterly dividend to $1.97 per share. The article also notes recent insider sales by two EVPs and details other institutional investor activity, stock performance, and analyst ratings.
ProShare Advisors LLC Decreases Holdings in United Rentals, Inc. $URI
ProShare Advisors LLC reduced its stake in United Rentals, Inc. (NYSE:URI) by 17.6% in the third quarter, selling 2,318 shares and bringing its total holdings to 10,863 shares valued at $10.37 million. Despite this reduction, other institutional investors have adjusted their positions, and several analysts maintain favorable ratings for URI, with a consensus "Moderate Buy" rating and an average target price of $925.59. The company also recently declared an increased quarterly dividend of $1.97 and approved a $5.00 billion stock buyback plan.
Two FTAI executives to steer growth and global engine ops
FTAI Aviation (NASDAQ: FTAI) has announced the appointments of David Moreno as President and Stacy Kuperus as Chief Operating Officer, effective immediately. These internal promotions aim to bolster strategic growth, daily business performance, and operational excellence across the company's global aviation and engine maintenance facilities. Both executives have held key roles at FTAI and Fortress Investment Group, contributing significantly to the company's evolution.
Caprock Group LLC Makes New $5.57 Million Investment in United Rentals, Inc. $URI
Caprock Group LLC has acquired a new stake of 5,828 shares in United Rentals, Inc., valued at approximately $5.57 million. This development comes as other institutional investors have also adjusted their holdings in the construction company, which has a significant portion of its stock owned by institutional investors and hedge funds. Insider trading activity also saw two executive vice presidents selling shares in early February, while analysts have issued various ratings and price targets for URI stock.
Greenwich-based QXO announces $2.25 billion deal to acquire Colorado-based Kodiak Building Partners
QXO, a Greenwich-based building-products distributor founded by Brad Jacobs, has announced a $2.25 billion agreement to acquire Englewood, Colorado-based Kodiak Building Partners. This acquisition will expand QXO's market presence in key areas like Florida and Texas and is expected to drive margin expansion through operational efficiencies. The deal is projected to close early in the second quarter of this year and will integrate Kodiak's $2.4 billion in annual revenues from 2025 into QXO's operations.
Earnings Flash (FCPT) Four Corners Property Trust, Inc. Posts Q4 FFO $0.43 per Share
Four Corners Property Trust, Inc. (FCPT) reported its Q4 Funds From Operations (FFO) at $0.43 per share. The company is a real estate investment trust specializing in restaurant and retail properties, with its real estate segment generating rental revenues from net lease arrangements and its restaurant operations segment through its Kerrow Restaurant Operating Business. FCPT's properties are spread across multiple US states.
Frontier to return 24 A320neo jets, add 10 new AerCap sale-leasebacks
AerCap and Frontier Airlines have reached a non-binding agreement for the early return of 24 A320neo aircraft to AerCap in Q2 2026. In exchange, AerCap will provide Frontier with 10 future sale-leaseback transactions for aircraft deliveries scheduled in 2028-2029, fostering a continued strategic relationship. This move is designed to optimize Frontier's fleet productivity and strengthen AerCap's position in aircraft leasing.
SVB Wealth LLC Lowers Stock Holdings in United Rentals, Inc. $URI
SVB Wealth LLC decreased its stake in United Rentals (NYSE:URI) by 37.9% in the third quarter, reducing its holdings to 2,831 shares valued at $2.703 million. Despite this, other institutions like Norges Bank and JPMorgan Chase & Co. significantly increased their positions, leading institutional investors to own 96.26% of the company. United Rentals recently missed quarterly EPS and revenue estimates but raised its dividend and approved a $5 billion stock buyback program.
Granite Construction Q4 2025 Earnings Forecast & Analyst Estimates - News and Statistics
Granite Construction is projected to announce Q4 2025 earnings with an 18.3% year-on-year revenue increase to $1.16 billion and adjusted earnings of $1.38 per share. The company has a history of missing Wall Street revenue estimates, doing so in four out of the last eight quarters. Despite past misses, investor sentiment and share prices in the construction and engineering sector, including Granite Construction, have shown positive trends recently.
United Rentals Leadership to Present at Citi 2026 Conference
United Rentals (URI) announced that its CEO, Matt Flannery, and CFO, Ted Grace, will present at Citi’s 2026 Global Industrial Tech and Mobility Conference on February 17, 2026, at 11:20 a.m. ET. This appearance aims to enhance the company's market visibility and reaffirm its position in the global equipment rental sector. The latest analyst rating on URI stock is a Buy with a $872.00 price target, and TipRanks' AI Analyst, Spark, rates URI as "Outperform."
United Rentals CEO, CFO speaking at Citi 2026 industrial tech conference
United Rentals, Inc. (NYSE: URI) announced its participation in Citi’s 2026 Global Industrial Tech and Mobility Conference on February 17, 2026. CEO Matt Flannery and CFO Ted Grace will present at 11:20 a.m. ET. The company, the world's largest equipment rental provider, will make the presentation available via a webcast link.
Masco Stock Up on Q4 Earnings Beat, Sales Miss Estimates
Masco Corporation (MAS) reported mixed fourth-quarter 2025 results, with adjusted earnings surpassing estimates but net sales falling short. Despite a year-over-year decline in both metrics, the company's stock rose 4.8% in pre-market trading, driven by the earnings beat and restructuring efforts aimed at improving efficiency and margins. Masco provided a 2026 outlook with flat to low single-digit sales growth and an adjusted EPS range of $4.10-$4.30.
William Grace Implements A Sell Strategy: Offloads $1.18M In United Rentals Stock
William Grace, EVP at United Rentals (NYSE: URI), recently sold 1,497 shares of the company's stock, valued at $1,184,518. This insider transaction was reported in a Form 4 filing on February 9, with United Rentals shares trading at $879.5 after a 0.34% increase. The article highlights United Rentals' financial health, including its revenue growth, debt management, market capitalization, and various financial ratios, while emphasizing that insider transactions should be part of a broader investment analysis.
Applied Finance Capital Management LLC Decreases Position in United Rentals, Inc. $URI
Applied Finance Capital Management LLC reduced its stake in United Rentals, Inc. by 19.0% during the third quarter, holding 24,649 shares valued at $23.53 million. This despite United Rentals missing Q4 earnings and revenue estimates, due to strong profitability, an increased quarterly dividend, and a new $5.0 billion share repurchase program. Various other hedge funds adjusted their positions, and Wall Street analysts have given United Rentals an average "Moderate Buy" rating with an average target price of $925.59.
Singh Shiv, United Rentals director, buys $53,268 in URI stock
United Rentals director Shiv Singh purchased 68 shares of URI common stock for $53,268 on February 2, 2026, bringing his direct ownership to 7,600 shares. This transaction follows United Rentals' fourth-quarter 2025 earnings miss and the appointment of Alexander Taussig to its board of directors.
United Rentals (NYSE:URI) EVP William Grace Sells 1,498 Shares of Stock
United Rentals EVP William Grace sold 1,498 shares of URI stock on February 3rd for over $1.18 million, reducing his stake by 17.9%. Meanwhile, United Rentals announced a $5 billion stock repurchase program and increased its quarterly dividend to $1.97 per share. Analysts generally rate URI as a "Moderate Buy" with an average target price of $925.59.
Peering Into United Rentals Inc's Recent Short Interest
United Rentals Inc's (NYSE: URI) short interest has decreased by 4.42% since its last report, now standing at 1.57 million shares, which represents 2.81% of its float. This decline suggests a more bullish sentiment from investors. Compared to its peers, United Rentals Inc has a lower short interest, with the peer group average being 5.85%.
2026 NASCAR O’Reilly Auto Parts Series entry list for Daytona Speedweeks
The article announces the 2026 NASCAR O’Reilly Auto Parts Series entry list for Daytona Speedweeks, featuring 42 cars. It highlights the championship defense of Jesse Love, the introduction of new title sponsor O'Reilly Auto Parts, and profiles several rookies and Cup Series regulars participating in the United Rentals 300.
JLL Completes $90.6 Million Industrial Building Sale at IndiCap, Invesco's Virgin Industrial Park in Glendale, Arizona
IndiCap and Invesco Ltd. have completed the sale of a 566,121-square-foot industrial building in Glendale, Arizona, for $90.6 million. The transaction, facilitated by JLL, highlights the strong demand for high-quality industrial assets in the West Valley submarket. This sale represents a successful execution of IndiCap's strategy in partnership with Invesco, capitalizing on favorable market fundamentals.
Ex-Dividend Reminder: Silicon Motion Technology, Willis Lease Finance and United Rentals
Silicon Motion Technology (SIMO), Willis Lease Finance (WLFC), and United Rentals (URI) are set to trade ex-dividend on February 11, 2026. This means investors need to own shares before that date to receive their respective quarterly dividends. The article details each company's dividend amount and the percentage impact on their stock price.
A Look At McGrath RentCorp (MGRC) Valuation After CEO Succession And Board Expansion Announcement
McGrath RentCorp (MGRC) is undergoing a leadership change with Philip B. Hawkins named the new CEO, alongside plans to expand its board. Despite recent share price momentum, the stock is currently trading at $119.43, with an intrinsic valuation suggesting it is 18.8% undervalued at a fair value of $147. Future growth is anticipated through geographic expansion and entry into new markets, although softer fleet utilization and higher administrative expenses could pose risks to margins.
SiteOne Earnings: What To Look For From SITE
SiteOne Landscape Supply Inc. (NYSE:SITE) is preparing to announce its earnings results, with analysts expecting revenue growth of 4.2% year-on-year to $1.06 billion and an adjusted loss of -$0.18 per share. The company has a history of exceeding revenue estimates, missing only once in the last two years. While the industrial distributors segment has seen positive investor sentiment, SiteOne's stock price has remained unchanged in the last month, with an average analyst price target of $155.90.
Renaissance Group LLC Has $2.70 Million Stock Position in HCA Healthcare, Inc. $HCA
Renaissance Group LLC significantly reduced its stake in HCA Healthcare by 93.1% in Q3, now holding shares worth $2.7 million. Despite this, HCA Healthcare reported strong quarterly EPS of $8.01, increased its quarterly dividend to $0.78, and analysts maintained a "Moderate Buy" rating with a consensus price target of $521.55. The company also provided a positive FY2026 EPS guidance of $29.10-$31.50.
Canada Post Corp Registered Pension Plan Grows Stock Holdings in United Rentals, Inc. $URI
Canada Post Corp Registered Pension Plan significantly increased its stake in United Rentals, Inc. (NYSE:URI) by 375.2% in Q3, now holding 5,118 shares valued at $4.83 million. Despite missing recent quarterly earnings estimates, United Rentals has authorized a $5 billion share repurchase program and raised its quarterly dividend. Analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $925.59.
Caterpillar stock jumps 7% as Dow tops 50,000 — what to watch before Monday
Caterpillar (NYSE: CAT) stock surged 7.1% on Friday, closing at $726.20, as the Dow Jones Industrial Average surpassed 50,000 for the first time. This jump reflects a broader market shift back towards economy-tied stocks, with other cyclicals like Deere and United Rentals also performing strongly. Investors are now keenly awaiting delayed U.S. jobs numbers and upcoming inflation figures next week, which could significantly influence future interest rate expectations and potentially impact companies like Caterpillar.
Analysts Offer Insights on Industrial Goods Companies: XPO (XPO) and Construction Partners (ROAD)
Analysts have provided new ratings for industrial goods companies XPO and Construction Partners. Morgan Stanley maintained a Sell rating on XPO with a $95.00 price target, while D.A. Davidson maintained a Hold rating on Construction Partners. TipRanks – DeepSeek also downgraded Construction Partners to Hold with a $126.00 price target.
