United Rentals
About: United Rentals is the world's largest equipment rental company. It principally operates in the United States and Canada, where it commands approximately 15% share in a highly fragmented market. It serves three end markets: general industrial, commercial construction, and residential construction. Like its peers, United Rentals historically has provided its customers with equipment that was intermittently used, such as aerial equipment and portable generators. As the company has grown organically and through hundreds of acquisitions since it went public in 1997, its catalog (fleet size of $21 billion) now includes a range of specialty equipment and other items that can be rented for indefinite periods. 2024 revenue totaled $15.3 billion.
Employees: 27,900
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
98% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 102
6% more funds holding
Funds holding: 1,219 [Q3] → 1,294 (+75) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 458 | Existing positions reduced: 440
2% less call options, than puts
Call options by funds: $862M | Put options by funds: $881M
4.01% less ownership
Funds ownership: 94.04% [Q3] → 90.03% (-4.01%) [Q4]
14% less capital invested
Capital invested by funds: $49.1B [Q3] → $42.4B (-$6.7B) [Q4]
29% less funds holding in top 10
Funds holding in top 10: 42 [Q3] → 30 (-12) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$658
6%
upside
Avg. target
$865
39%
upside
High target
$1,000
61%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Evercore ISI Group David Raso 25% 1-year accuracy 5 / 20 met price target | 56%upside $974 | Outperform Maintained | 19 Feb 2025 |
Morgan Stanley Angel Castillo 50% 1-year accuracy 9 / 18 met price target | 23%upside $765 | Equal-Weight Maintained | 3 Feb 2025 |
JP Morgan Tami Zakaria 35% 1-year accuracy 12 / 34 met price target | 61%upside $1,000 | Overweight Maintained | 31 Jan 2025 |
Truist Securities Jamie Cook 39% 1-year accuracy 30 / 77 met price target | 53%upside $956 | Buy Reiterated | 31 Jan 2025 |
Citigroup Kyle Menges 31% 1-year accuracy 8 / 26 met price target | 34%upside $835 | Buy Maintained | 14 Jan 2025 |
Financial journalist opinion
Based on 8 articles about URI published over the past 30 days
Positive
Seeking Alpha
1 week ago
United Rentals: Reshoring Trend, Industry Discipline, And Recent Correction Present A Buying Opportunity
United Rentals, Inc. is well-positioned for growth due to strong mega-project pipelines driven by robust demand in data centers, manufacturing, and power markets, supported by reshoring trends and the IIJA. Margins should improve in the medium to long term with strong pricing, volume growth, and specialty business expansion serving as tailwind. URI's good execution and favorable long-term prospects justify a buy rating, with potential for P/E multiple re-rating and significant upside.
Neutral
Business Wire
2 weeks ago
United Rentals Outlines Innovative Solutions to Maximize Performance on the Worksite
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today outlined steps construction, industrial and manufacturing companies can take to improve worksite performance by connecting people and equipment through data. The approach provides innovative, yet practical, ways companies can link nearly every part of a worksite - from the perimeter gate to the back office - to increase safety, productivity and sustainability. The white paper,.
Positive
Market Watch
3 weeks ago
These 12 stocks could be big winners if they make this one key move
Stock splits make companies more attractive investments and boost share prices. Here's how to find likely candidates.
Neutral
Business Wire
3 weeks ago
Herc Holdings and H&E Equipment Services Enter into Definitive Merger Agreement
BONITA SPRINGS, Fla. & BATON ROUGE, La.--(BUSINESS WIRE)--Herc Holdings Inc. (NYSE: HRI) (“Herc” or “the Company”), one of North America's leading equipment rental suppliers, and H&E Equipment Services, Inc. d/b/a H&E Rentals (NASDAQ: HEES) (“H&E”) today announced that H&E has terminated its prior merger agreement with United Rentals, Inc. (NYSE: URI) and that Herc and H&E have entered into a definitive merger agreement under which Herc will acquire H&E. As previously an.
Negative
Investors Business Daily
3 weeks ago
United Rentals Falls After Losing $4.8 Billion Deal, Despite Consolation Prize
United Rentals won't up its $92 per share cash bid for H&E Equipment Services, which received a higher offer.
Neutral
Business Wire
3 weeks ago
United Rentals, Inc. Will No Longer Pursue the Acquisition of H&E Equipment Services, Inc.
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) (“United Rentals” or “the company”) today announced that it has notified H&E Equipment Services, Inc. (“H&E”) that it does not intend to submit a revised proposal for the acquisition of H&E, which will permit H&E to terminate United Rentals' previously announced merger agreement with H&E. Matthew Flannery, chief executive officer of United Rentals, said, “One of our key responsibilities as a management team i.
Neutral
Business Wire
3 weeks ago
Herc Holdings Confirms Superior Proposal to Acquire H&E Equipment Services
BONITA SPRINGS, Fla.--(BUSINESS WIRE)--Herc Holdings Inc. (NYSE: HRI) (“Herc” or “the Company”), one of North America's leading equipment rental suppliers, today confirmed that it has executed a binding acquisition proposal and merger agreement to the Board of Directors of H&E Equipment Services, Inc. d/b/a H&E Rentals (NASDAQ: HEES) (“H&E”) pursuant to the “go-shop” provision as provided by H&E's previously announced agreement with United Rentals, Inc. (NYSE: URI). H&E's Bo.
Neutral
GlobeNewsWire
3 weeks ago
H&E Equipment Services, Inc. Receives Superior Proposal from Herc Holdings Inc.
BATON ROUGE, La., Feb. 18, 2025 (GLOBE NEWSWIRE) -- H&E Equipment Services, Inc. d/b/a H&E Rentals (NASDAQ: HEES) (“H&E”) today announced that it has determined that a definitive offer from Herc Holdings Inc. (NYSE: HRI) ("Herc") to acquire all of the outstanding shares of H&E common stock for a combination of cash and Herc common stock constitutes a “Superior Proposal,” as defined in the existing merger agreement (the “United Rentals Merger Agreement”) with United Rentals, Inc. (NYSE: URI) (“United Rentals”).
Neutral
Business Wire
1 month ago
United Rentals to Present at the Citi 2025 Global Industrial Tech and Mobility Conference
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) today announced that it will participate in Citi's 2025 Global Industrial Tech and Mobility Conference on Wednesday, February 19, 2025. The conference will include a presentation by Matt Flannery, chief executive officer and Ted Grace, chief financial officer. The presentation is scheduled to begin at 11:20 a.m. ET and will be available via the following link: https://kvgo.com/citi/united-rentals-inc-february-2025. About United.
Neutral
Business Wire
1 month ago
H&E EQUIPMENT INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of H&E Equipment Services, Inc. - HEES
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of H&E Equipment Services, Inc. d/b/a H&E Rentals (NasdaqGS: HEES) to United Rentals, Inc. (NYSE: URI). Under the terms of the proposed transaction, shareholders of H&E will receive $92.00 in cash for each share of H&E that they own. KSF is seeking to determine whether this consideration and the p.
Charts implemented using Lightweight Charts™