AMF Tjanstepension 13F: Adds $20M to United Rentals (URI) Stake
Key Points
- AMF Tjanstepension raised its United Rentals stake by 23.5% to reach 103,345 shares worth about $103.4 million in an October 22, 2026, filing.
- United Rentals recently traded around $1,071.36, sitting about 2.4% above its 50-day moving average.
- UBS maintained a Buy rating on United Rentals on October 22, 2026, and raised its price target to $1,450 from $1,350.
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AMF Tjanstepension boosted its position in United Rentals, Inc. (URI) by 23.5% during the quarter, purchasing an additional 19,647 shares. The update came to light in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.
URI
United Rentals, Inc.
What Changed in AMF Tjanstepension's United Rentals Position
The fund's latest filing shows it held 103,345 shares of the equipment rental company at the end of the period, up from 83,698 shares previously. The expanded stake carried a reported value of $103,425,609.
Other Institutional Activity in United Rentals
Other large investors also adjusted their positions in the equipment provider. Franklin Resources, Inc. grew its holdings by 146,485 shares, ending with 1,805,427 shares worth about $2,005,865,540. Meanwhile, Crescent Grove Advisors sold out of its entire stake of 486 shares.
United Rentals, Inc. Stock Up 2.6%
United Rentals shares recently traded around $1,071.36. The stock sits about 2.4% above its 50-day moving average and roughly 11.3% above its 200-day moving average.
Recent Earnings
United Rentals posted trailing twelve-month revenue of $16.83 billion and earnings of $41.57 per share. The company reported a net profit margin of 15.7% and a return on equity of 28.9%. Its next earnings report is scheduled for January 27, 2027.
Dividend
United Rentals pays an annual dividend of $7.88 per share, giving it a dividend yield of 0.74%. The company pays out 18.1% of its earnings as dividends.
Insider Buying and Selling at United Rentals, Inc.
Company insiders completed several transactions earlier in the year. Chief Executive Officer Matthew John Flannery sold 22,768 shares on April 24, 2026, at an average price of $984.98 for a total value of $22,425,934. Officer Craig Adam Pintoff sold 2,466 shares on April 27, 2026, at $963.00 per share. Officer Joli Lyn Gross sold 306 shares on April 27, 2026, at $954.99 per share. Later, Chief Financial Officer William E. Grace sold 1,500 shares on July 24, 2026, at $1,133.15 per share.
Analysts Set New Price Targets
Wall Street firms have kept a close eye on the stock with several rating updates. Evercore ISI Group maintained its Outperform rating on August 11, 2026, lifting its price target to $1,262 from $1,101. JP Morgan downgraded the stock to Neutral on September 10, 2026, lowering its target to $1,170 from $1,235. RBC Capital reiterated an Outperform rating on September 24, 2026, keeping its target at $1,323. Truist Securities maintained a Buy rating on October 5, 2026, adjusting its target to $1,395 from $1,466. Finally, UBS maintained a Buy rating on October 22, 2026, raising its price target to $1,450 from $1,350. Overall, the stock holds a consensus Buy rating and an average price target of $1,261.10 across 21 analyst opinions.
About United Rentals
United Rentals, Inc. operates as an equipment rental provider, supplying tools and machinery to industrial, commercial, and construction customers across the United States, Canada, Europe, Australia, and New Zealand through its General Rentals and Specialty segments.
Bottom Line
AMF Tjanstepension's decision to grow its stake reflects ongoing institutional interest in the equipment rental giant. Investors will look toward the company's next earnings report on January 27, 2027, for further updates on financial performance.
Related Filing Alerts
Source: AMF Tjanstepension's 13F filing on $URI (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts