Asset Management One 13F: Adds $7M to United Rentals (URI) Stake

On October 27, 2026, Asset Management One boosted its position in United Rentals, Inc. (URI) by 7,017 shares, increasing its total stake to 43,137 shares worth about $43.2 million. This change was disclosed in a filing with the SEC, reflecting a 19.4% increase in their holdings.

URI United Rentals, Inc.

$1,168.90 ▲ +39.16% year to date

1M 3M YTD

Daily close · Oct 27, 2026

Where United Rentals Fits in Asset Management One's Portfolio

United Rentals now represents 0.31% of Asset Management One's total reported value of approximately $13.98 billion. The firm ranks 35th among its 940 reported positions, showing that while this is a notable addition, it remains a smaller part of the overall portfolio.

Other Institutional Activity in United Rentals

In recent filings, several other funds adjusted their stakes in United Rentals. Quilter reduced its holdings by 2,530 shares, ending with 34,207 shares valued at about $34.2 million. Crescent Grove Advisors sold out its position, dropping 486 shares to zero, while AMF Tjanstepension added 19,647 shares, bringing its total to 103,345 shares worth around $103.4 million. Franklin Resources, Inc. also increased its stake, adding 146,485 shares for a total of 1,805,427 shares valued at approximately $2.1 billion.

United Rentals, Inc. Stock Up 5.2%

As of October 27, 2026, United Rentals shares closed at $1,168.90, which is about equal to the recent trading price of $1,168.44. The stock has shown strong performance, with a year-over-year revenue growth of 15.7% and a solid net margin of 16.3%. The company's next earnings report is expected on January 27, 2027.

Recent Earnings

United Rentals reported trailing twelve-month revenue of approximately $17.5 billion and earnings per share (EPS) of $43.23. The company has demonstrated strong profitability, with a return on equity (ROE) of 30.6%. This financial strength supports its ability to attract institutional investments.

Dividend

United Rentals pays an annual dividend of $7.88 per share, translating to a yield of about 0.67%. This dividend is part of the company's overall strategy to provide returns to shareholders while maintaining growth.

Insider Buying and Selling at United Rentals, Inc.

Several insiders have made notable transactions recently. CEO Matthew John Flannery sold 22,768 shares on April 24, 2026, at an average price of $984.98, totaling approximately $22.4 million. Other insiders, including Officer Craig Adam Pintoff and Joli Lyn Gross, also sold shares during the same period, which reflects ongoing adjustments within the company's leadership.

Analysts Set New Price Targets

Analysts have maintained a generally positive outlook on United Rentals. On October 5, 2026, Truist Securities maintained a Buy rating with a price target of $1,395. This was followed by several updates, including a raised target to $1,450 from Truist on October 23, 2026, and a similar stance from UBS.

About United Rentals

United Rentals, Inc. is a leading equipment rental company operating across the United States, Canada, Europe, Australia, and New Zealand. It provides a range of rental services through its General Rentals and Specialty segments, catering to various industries and needs.

Bottom Line

Investors should monitor United Rentals as it prepares for its next earnings report on January 27, 2027. Asset Management One's recent increase in its holdings reflects confidence in the company's growth potential. With several analysts maintaining positive ratings and price targets, United Rentals appears to be positioned well in the rental industry.