United Rentals, Inc.
At today's price, United Rentals, Inc. (URI) is priced for today's economics sustained for ~6.1 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• United Rentals is the largest equipment-rental company in North America, running two segments its 10-K defines as general rentals (construction, aerial, industrial gear) and the higher-margin specialty business, with equipment rentals making up the large majority of revenue. [Source: URI FY2024 10-K] • Q1 2026 set first-quarter records: total revenue of $3.985 billion rose 7.2%, rental revenue of $3.419 billion rose 8.7%, adjusted EBITDA margin reached 44.1%, and the company raised full-year g
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1,422 institutional managers reported holding URI in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 44%. 101 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
URI has cut its share count 13.2% over the past five years, spending $6.10B on repurchases. It pays a dividend, and has for 3 years running, raised 2 years straight; the current rate is $7.16 a share annually. Cash returned over the past three years: $1.22B in dividends and $4.48B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at URI over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
URI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | -2.0% | +1.6% |
| 2023-10-26 | -0.6% | +43.3% |
| 2024-01-25 | +12.7% | +10.7% |
| 2024-04-25 | +4.5% | -9.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
URI's latest 8-K filings: 2026-06-18 (items 1.01, 2.03, 9.01); 2026-05-08 (items 5.07, 9.01); 2026-04-22 (items 2.02, 7.01, 9.01); 2026-02-10 (items 7.01, 9.01); 2026-02-04 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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