United Rentals, Inc. (URI)

Over the past six months, United Rentals' stock has experienced notable activity. On January 7, 2026, the share price was $880.88, a 31.47% increase from January 8, 2025. The stock reached an all-time high of $1017.86 on October 15, 2025. The 52-week high was $1021.47, and the 52-week low was $525.91. Analysts generally hold a positive outlook, with a consensus "buy" rating. Citigroup set a price target of $1090.0, UBS upgraded United Rentals to "Buy" with a price target of $1025.0, Truist Securities maintained a "Buy" recommendation with a price target of $1045.0, Keybanc maintained an "Overweight" recommendation with a price target of $1000.0, and RBC Capital kept its "Buy" rating with a price target of $1123.0. In Q3 2025, United Rentals reported revenues of $4.2 billion, a 5.94% increase. Congressional stock trading activity included one purchase and one sale by Representative Val T. Hoyle. Hedge fund activity in Q3 2025 saw 674 institutional investors increasing their positions and 582 decreasing them.

Demand for United Rentals' products and services is subject to seasonality. Construction activity, a major driver of demand, largely follows fair weather patterns, with peaks in spring and fall for infrastructure construction and in the summer for new residential construction. Summer months are generally busier for construction rental businesses, while winter typically brings a significant decrease. Demand spikes can also be event-driven or sales-driven, and weather-related conditions are a substantial factor influencing rental demand.

United Rentals, Inc. is the world's largest equipment rental company, providing rental solutions and services to a diverse customer base. The company operates in the equipment rental industry, leasing construction and industrial equipment. Besides rentals, United Rentals generates revenue from selling used equipment and offering related services. The company's major product and service offerings are categorized into General Rentals, which includes equipment such as aerial work platforms, earthmoving equipment, and power tools, and Specialty Rentals, which provides specialized solutions including trench safety systems, portable generators, and fluid management systems. United Rentals serves construction companies, industrial firms, utilities, municipalities, homeowners, and government entities.

United Rentals has an extensive global presence with 1,625 rental locations. It operates 1,504 rental locations across North America, 38 locations in Europe, 23 locations in Australia, and 19 locations in New Zealand. The company's headquarters are located in Stamford, Connecticut, U.S.

United Rentals maintains a strong brand reputation due to its position as the world's largest equipment rental company and its focus on customer service and innovation. The company's commitment to sustainability and safety is a core part of its philosophy. United Rentals has continued to invest in its "digital ecosystem," aimed at enhancing customer productivity and promoting sustainability. The company's strong financial performance also reflects positively on its market standing and reputation. No specific negative events significantly impacting United Rentals' brand reputation were prominently reported in the past year.

United Rentals, Inc. is predominantly owned by institutional investors, who collectively hold over 90% to 96.26% of the company's shares. The top 10 institutional investors collectively own 46% of United Rentals, with the top three holding approximately 24% of the company. Fairholme Capital Management LLC is listed as the largest individual shareholder, owning 35.64 million shares, representing 56.01% of the company. Insiders and retail investors collectively own about 22% of the company.