Robeco Institutional Asset Management B.V. Acquires 191,162 Shares of United Rentals, Inc. $URI

12 Apr 2026, 10:42 by Tristan Rich · The Markets Daily

Robeco Institutional Asset Management B.V. lifted its holdings in United Rentals, Inc. (NYSE:URI – Free Report) by 3,459.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 196,688 shares of the construction company’s stock after acquiring an additional 191,162 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.31% of United Rentals worth $159,184,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the business. Capital International Investors raised its position in shares of United Rentals by 22.8% in the 3rd quarter. Capital International Investors now owns 3,402,524 shares of the construction company’s stock worth $3,247,762,000 after acquiring an additional 631,484 shares in the last quarter. Capital World Investors raised its position in shares of United Rentals by 6.7% in the 3rd quarter. Capital World Investors now owns 2,678,614 shares of the construction company’s stock worth $2,557,158,000 after acquiring an additional 168,685 shares in the last quarter. Franklin Resources Inc. raised its position in shares of United Rentals by 6.8% in the 3rd quarter. Franklin Resources Inc. now owns 1,315,086 shares of the construction company’s stock worth $1,255,460,000 after acquiring an additional 83,978 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of United Rentals by 5.6% in the 3rd quarter. Alliancebernstein L.P. now owns 1,088,209 shares of the construction company’s stock worth $1,038,870,000 after acquiring an additional 57,977 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its position in shares of United Rentals by 2.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 948,386 shares of the construction company’s stock worth $905,313,000 after acquiring an additional 26,847 shares in the last quarter. 96.26% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on URI. Royal Bank Of Canada lowered their price objective on United Rentals from $1,123.00 to $1,041.00 and set an “outperform” rating for the company in a research report on Friday, January 30th. Robert W. Baird set a $970.00 price objective on United Rentals in a research report on Friday, January 30th. Citigroup lowered their price objective on United Rentals from $1,090.00 to $950.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Weiss Ratings reissued a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. decreased their target price on United Rentals from $970.00 to $850.00 and set an “overweight” rating for the company in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $914.88.

Read Our Latest Research Report on United Rentals

United Rentals Stock Performance

Shares of United Rentals stock opened at $771.18 on Friday. United Rentals, Inc. has a one year low of $557.05 and a one year high of $1,021.47. The firm has a market capitalization of $48.50 billion, a price-to-earnings ratio of 19.94, a PEG ratio of 1.25 and a beta of 1.68. The business has a 50-day simple moving average of $800.57 and a 200 day simple moving average of $850.96. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.94 and a quick ratio of 0.88.

United Rentals (NYSE:URI – Get Free Report) last issued its earnings results on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77). United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The firm had revenue of $4.21 billion during the quarter, compared to the consensus estimate of $4.24 billion. During the same period in the previous year, the firm earned $11.59 earnings per share. The business’s quarterly revenue was up 2.8% on a year-over-year basis. On average, research analysts anticipate that United Rentals, Inc. will post 44.8 earnings per share for the current fiscal year.

United Rentals Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th were given a $1.97 dividend. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, February 11th. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio is presently 20.37%.

United Rentals declared that its board has initiated a share repurchase plan on Wednesday, January 28th that authorizes the company to buyback $5.00 billion in shares. This buyback authorization authorizes the construction company to buy up to 8.7% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its shares are undervalued.

Insider Transactions at United Rentals

In other United Rentals news, EVP Michael D. Durand sold 2,490 shares of United Rentals stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $791.14, for a total transaction of $1,969,938.60. Following the completion of the transaction, the executive vice president owned 7,458 shares in the company, valued at approximately $5,900,322.12. The trade was a 25.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP William E. Grace sold 1,498 shares of United Rentals stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total value of $1,184,753.22. Following the transaction, the executive vice president owned 6,872 shares of the company’s stock, valued at $5,434,996.08. This trade represents a 17.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.53% of the company’s stock.

About United Rentals

(Free Report)

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.