United Rentals, Inc.

URI · NYSE · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net −$335K – −$15K 5 disclosures · 2 bought / 3 sold · last Aug 28, 2026
Ro Khanna D · HOUSE · CA	−$242K – $500K −$1.2M – $1.4M today 50 filings · last Aug 3, 2026
Alan Armstrong R · SENATE · OK	$1K – $15K $1K – $22K today 1 filing · last Mar 27, 2026
Dean Phillips D · HOUSE · MN	$1K – $15K $11K – $171K today 1 filing · last Apr 2, 2020
Josh Gottheimer D · HOUSE · NJ	$1K – $15K $9K – $128K today 1 filing · last Feb 21, 2017
Maria Elvira Salazar R · HOUSE · FL	−$13K – $29K −$14K – $38K today 3 filings · last Sep 24, 2026
Val T. Hoyle D · HOUSE · OR	−$13K – $29K −$15K – $38K today 3 filings · last Sep 23, 2025
Susie Lee D · HOUSE · NV	−$14K – $14K −$124K – $112K today 2 filings · last Sep 27, 2019
Julia Letlow R · HOUSE · LA	−$14K – $14K −$20K – $19K today 2 filings · last Feb 2, 2026
Daniel S. Goldman D · HOUSE · NY	−$14K – $14K −$33K – $35K today 2 filings · last Jul 12, 2023

Recent transactions

Trades from Jun 3, 2024 – Aug 28, 2026

Politician	Type	Filed after	Amount
Donald Trump R · EXECUTIVE	Sell	41 days Aug 28, 2026 → Oct 8, 2026	≥$15K
Maria Elvira Salazar R · HOUSE · FL-27	Sell	13 days Sep 24, 2026 → Oct 7, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	57 days Jul 27, 2026 → Sep 22, 2026	≥$50K
Ro Khanna D · HOUSE · CA-17	Buy	32 days Aug 3, 2026 → Sep 4, 2026	≥$1K
Alan Armstrong R · SENATE · OK	Buy	116 days Mar 27, 2026 → Jul 21, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	31 days Jun 5, 2026 → Jul 6, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	34 days Jun 2, 2026 → Jul 6, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	13 days May 27, 2026 → Jun 9, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	39 days May 1, 2026 → Jun 9, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	51 days Mar 23, 2026 → May 13, 2026	≥$15K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

1,661

13F shares

57.9M

Total invested

$65.1B

Ownership

91.3%

New positions

250

Closed positions

112

Increased positions

815

Reduced positions

551

Put/Call ratio

0.95

Holder	Reported	Shares	Value	Δ Qtr
BLACKROCK, INC.	8/7/2026	5.1M	$5.8B	+0.19%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	4.1M	$4.6B	−0.07%
STATE STREET CORP	9/22/2026	3M	$3.4B	+1.09%
JPMORGAN CHASE & CO	8/12/2026	2.8M	$3.2B	−5.22%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	2.7M	$3.1B	+0.61%
CAPITAL RESEARCH GLOBAL INVESTORS	8/12/2026	1.9M	$2.2B	−29.45%
FRANKLIN RESOURCES INC	8/13/2026	1.8M	$2.0B	+8.83%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	1.7M	$1.9B	+1.81%
CAPITAL WORLD INVESTORS	8/12/2026	1.6M	$1.9B	−25.20%
MORGAN STANLEY	8/13/2026	1.5M	$1.7B	−14.39%
NORGES BANK	8/12/2026	1.3M	$1.4B	—
DIMENSIONAL FUND ADVISORS LP	8/11/2026	907.6K	$1.0B	+1.78%
GOLDMAN SACHS GROUP INC	8/14/2026	903.4K	$1.0B	−2.48%
BOSTON PARTNERS	8/4/2026	900.9K	$1.0B	−1.54%
BANK OF AMERICA CORP /DE/	8/14/2026	833.4K	$944.2M	+3.36%
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	8/14/2026	825.9K	$935.6M	−11.11%
FMR LLC	8/13/2026	681.6K	$772.2M	+26.53%
ALLIANCEBERNSTEIN L.P.	8/14/2026	997.4K	$726.7M	−11.71%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	9/9/2026	632.1K	$716.1M	−5.96%
NORTHERN TRUST CORP	8/13/2026	618K	$700.2M	+0.90%
UBS ASSET MANAGEMENT AMERICAS INC	8/13/2026	539.1K	$610.8M	+15.91%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8/14/2026	534.7K	$605.7M	+6.93%
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	8/14/2026	534.7K	$605.7M	—
NEUBERGER BERMAN GROUP LLC	8/13/2026	517.5K	$586.0M	+9.80%
UBS GROUP AG	8/13/2026	464.3K	$526.0M	−1.58%

Insider transactions

Insider	Type	Transacted	Price	Date
Bruno Marc A	A-AWARD	38	$1,000.78	Sep 30
Durand Michael D	F-INKIND	492	$1,014.54	Sep 29
Grace William E.	S-SALE	1.5K	$1,133.15	Jul 24

Analyst consensus

Buy41 analysts

Bearish · 5 · Hold · 8 · Bullish · 28

Earnings history

	EPS	Estimate
Q4 2024	$11.59	$11.68	Miss
Q1 2025	$8.86	$8.78	Beat
Q2 2025	$10.47	$10.51	Miss
Q3 2025	$11.70	$12.29	Miss
Q4 2025	$11.09	$11.79	Miss
Q1 2026	$9.71	$8.95	Beat
Q2 2026	$12.76	$11.53	Beat
Q3 2026	$15.55	$13.97	Beat

Peers

Company overview

IPO dateDec 18, 1997

CEOMatthew J. Flannery

Employees28,500

SectorIndustrials

IndustryRental & Leasing Services

CountryUS

ExchangeNew York Stock Exchange

Websitewww.unitedrentals.com

United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand.

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