CDL A Driver

Why United Rentals (URI) stock is up today. By: Quiver PriceTracker Posted: an hour ago / Aug. 14, 2026 6:34 p.m. UTC United Rentals (URI) is up 3.1% today. Here is some analysis on what might have caused this price movement. Analysis: The most likely driver is continued investor follow-through from the company's strong second-quarter report and higher 2026 outlook announced in late July. The move also may be getting support from a favorable backdrop for cyclical industrial stocks, as easing inflation data has helped sentiment around economically sensitive names. United Rentals posted record second-quarter 2026 results, including $4.410 billion of revenue, $12.76 in adjusted EPS, and $2.056 billion of adjusted EBITDA. The company raised its full-year 2026 outlook, lifting projected revenue to $17.5 billion to $17.8 billion and adjusted EBITDA to $7.975 billion to $8.125 billion. Management pointed to healthy customer demand, optimism around large projects, and solid backlogs, which support the view that business momentum has stayed strong beyond the earnings release. Shareholder-return actions also remain supportive, including a $5 billion repurchase authorization, $750 million already repurchased in the first half, and a quarterly dividend of $1.97 per share with an August 26, 2026 payment date. United Rentals Investor Relations, SEC, AP News Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes. $URI insider trading activity. $URI insiders have traded $URI stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales. * MATTHEW JOHN FLANNERY (President & CEO) sold 22,768 shares for an estimated $22,425,933 * CRAIG ADAM PINTOFF (EVP, Chief Admin. Officer) sold 2,466 shares for an estimated $2,374,757 * WILLIAM E. GRACE (EVP, CFO) sold 1,500 shares for an estimated $1,699,731 * ANDREW B. LIMOGES (VP, Controller) sold 548 shares for an estimated $535,868 * JOLI L. GROSS (SVP, Chief LGL & Sustain. Off.) sold 306 shares for an estimated $292,226 To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. EARLY ACCESS Receive URI Data Alerts Real-time alerts on filings, insider trades, and market signals - before everyone else. $URI hedge fund activity. We have seen 759 institutional investors add shares of $URI stock to their portfolio, and 749 decrease their positions in their most recent quarter. Here are some of the largest recent moves: * JPMORGAN CHASE & CO added 2,829,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,205,776,218 * CAPITAL RESEARCH GLOBAL INVESTORS removed 802,595 shares (-29.4%) from their portfolio in Q2 2026, for an estimated $909,251,849 * CAPITAL WORLD INVESTORS removed 554,917 shares (-25.2%) from their portfolio in Q2 2026, for an estimated $628,659,920 * SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 534,672 shares (+inf%) to their portfolio in Q2 2026, for an estimated $605,724,562 * MILLENNIUM MANAGEMENT LLC removed 361,691 shares (-85.4%) from their portfolio in Q1 2026, for an estimated $263,513,594 * CORIENT PRIVATE WEALTH LLC removed 328,930 shares (-95.6%) from their portfolio in Q1 2026, for an estimated $239,645,240 * HOLOCENE ADVISORS, LP removed 301,805 shares (-65.1%) from their portfolio in Q1 2026, for an estimated $219,883,050 To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint. $URI government contracts. We have seen $747,226 of award payments to $URI over the last year. Here are some of the awards which we have have seen pay out the most over the last year: To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint. $URI congressional stock trading. Members of Congress have traded $URI stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales. Here's a breakdown of recent trading of $URI stock by members of Congress over the last 6 months: * REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/24, 03/25 and 0 sales. * SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27. * REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18. To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint. $URI price targets. Multiple analysts have issued price targets for $URI recently. We have seen 11 analysts offer price targets for $URI in the last 6 months, with a median target of $1195.0. Here are some recent targets: * Kyle Menges from Citigroup set a target price of $1210.0 on 07/08/2026 * Jamie Cook from Truist Securities set a target price of $1421.0 on 07/02/2026 * Steven Fisher from UBS set a target price of $1300.0 on 07/01/2026 * Seth Weber from BNP Paribas set a target price of $1320.0 on 06/29/2026 * Ross Gilardi from B of A Securities set a target price of $1195.0 on 06/25/2026 * Ken Newman from Keybanc set a target price of $1250.0 on 06/25/2026 * Adam Seiden from Barclays set a target price of $715.0 on 04/27/2026 This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

United Rentals' rental revenue jumps 12.7 percent in second quarter. United Rentals posted $4.410 billion in second quarter 2026 revenue compared to $3.943 billion in the second quarter of 2025, an 11.8-percent increase. By Michael Roth July 22, 2026 United Rentals' equipment rental revenue in Q226 totaled $3.849 billion compared to $3.415 billion in the second quarter of 2026, a 12.7-percent jump. United Rentals posted $4.410 billion in second quarter 2026 total revenue compared to $3.943 billion in the second quarter of 2025, an 11.8-percent increase. United Rentals raised its total revenue expectation for the year to a range of $17.5 billion to $17.8 billion compared to its previous outlook, which was in the range between $16.9 billion to $17.4 billion. Used equipment sales in the quarter increased 4.1 percent year over year. The company realized a 52.9-percent OEC recovery rate on the fleet sold in the second quarter of 2026. Net income for the quarter increased 21.1 percent year-over-year to a second quarter record of $753 million, while net income margin increased 130 basis points to 17.1 percent. Adjusted EBITDA for the quarter increased 13.6 percent year-over-year to a quarterly record of $2.056 billion, while adjusted EBITDA margin increased 70 basis points to 46.6 percent. including the $49 million impact of the gain on sale of business discussed above. This margin decline primarily reflects decreased rental gross margin in the specialty rentals segment, attributable to changes in revenue mix driven by growth in lower-margin ancillary and re-rent revenues, partially offset by a reduction in labor and benefits expenses as a percentage of revenue. General rentals segment rental revenue increased 6.6 percent year-over-year to a quarterly record of $2.418 billion, while rental gross margin increased by 70 basis points year-over-year to 35.8%, primarily because of a reduction in depreciation as a percentage of revenue. Specialty rentals revenue climbs 24.8 percent Specialty rentals segment rental revenue increased 24.8 percent year-over-year to a quarterly record of $1.431 billion. Rental gross margin decreased by 140 basis points year-over-year to 44.4 percent, primarily because of changes in revenue mix driven by growth in lower-margin ancillary and re-rent revenues, partially offset by a reduction in labor and benefits expenses as a percentage of revenue. "As evidenced in our record second-quarter results across EPS, adjusted EBITDA and revenue, 2026 is on track to be a great year for United Rentals," said Matthew Flannery, CEO of United Rentals. "Its growth accelerated in the quarter, customers remain optimistic, particularly around large projects, and Rermag continue to demonstrate strong cost discipline. Its one-stop-shop value proposition, coupled with its technology, service levels, and unwavering focus on safety and customer productivity, continues to differentiate Rermag in the industry. "Looking ahead, I am very pleased that we are again raising our guidance for the year, supported by the tailwinds we see across large projects, customer backlogs, and the momentum witnessed year-to-date. We believe the healthy growth we've seen will continue and that we will deliver what our shareholders expect of us: profitable growth, strong free cash flow and compelling returns." Download the 2025 RER 100. Learn about the 100 largest rental companies in North America ranked on the basis of rental volume.