Crescent Grove Advisors 13F: Exits United Rentals (URI) Stake
Key Points
- Crescent Grove Advisors sold its remaining 486 shares of United Rentals, Inc. (NYSE: URI), completely exiting the position according to an SEC filing on October 21, 2026.
- Other large investment firms adjusted their holdings around the same time, with Quilter trimming its stake by 2,530 shares to end with 34,207 shares worth about $34.2 million.
- United Rentals trades with a consensus buy rating and a mean price target of $1,261.10 from 21 analysts as the company heads toward its next earnings report on January 27, 2027.
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Crescent Grove Advisors completely closed out its position in United Rentals, Inc. (NYSE: URI) during the period, selling off all 486 shares it held. According to a Form 13F filing with the SEC on October 21, 2026, the firm cut its stake by 486 shares, bringing its ending position to zero. The stock closed at $1,068.98 on the day of the filing.
URI
United Rentals, Inc.
What Changed in Crescent Grove Advisors's United Rentals Position
Crescent Grove Advisors parted ways with its entire holding in the equipment rental giant. The complete sale reduced the fund's exposure to zero from 486 shares previously. Because this was a full exit, the change represents a 100.0% reduction in shares held.
Other Institutional Activity in United Rentals
Other major institutional investors also adjusted their positions in United Rentals around the filing date. Quilter grew its holdings by -2,530 shares, ending with 34,207 shares worth about $34.2 million. Vaughan Nelson Investment Management, L.P. reduced its stake by 63,719 shares to finish with 130,947 shares valued near $147.7 million. Franklin Resources, Inc. raised its holdings by 146,485 shares, bringing its total to 1,805,427 shares worth approximately $1.96 billion.
United Rentals, Inc. Stock Up 2.6%
United Rentals shares recently traded around $1,071.36, sitting about 0.2% above their October 21, 2026 close of $1,068.98. The stock trades above both its 50-day moving average of $1,046.23 and its 200-day moving average of $962.68. Shares sit 9.1% below their 52-week high of $1,179.18 and well above their 52-week low of $701.59.
Recent Earnings
United Rentals reported trailing twelve month revenue of $16.8 billion alongside trailing earnings of $41.57 per share. The company posted a net profit margin of 15.7% and a return on equity of 28.9%. Its year-over-year revenue growth reached 11.8%. The company's next earnings report is scheduled for January 27, 2027.
Dividend
United Rentals distributes an annual dividend rate of $7.88 per share, which translates to a dividend yield of 0.74%. The payout ratio stands at 18.1% of earnings.
Insider Buying and Selling at United Rentals, Inc.
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 $22,425,934.00. Officer Craig Adam Pintoff sold 2,466 shares on April 27, 2026, at $963.00 per share for a total value of $2,374,758.00. Officer Joli Lyn Gross sold 306 shares on April 27, 2026, at $954.99 per share for a total value of $292,227.00. Chief Financial Officer William E. Grace sold 1,500 shares on July 24, 2026, at $1,133.15 per share for a total value of $1,699,732.00.
Analysts Set New Price Targets
Wall Street research firms maintain active coverage on United Rentals. On August 4, 2026, Argus Research reiterated a buy rating with a $1,250.00 price target. Evercore ISI Group maintained an outperform rating on August 11, 2026, lifting its target from $1,101.00 to $1,262.00. JP Morgan downgraded the stock to neutral on September 10, 2026, lowering its target to $1,170.00 from $1,235.00. RBC Capital reiterated an outperform rating with a $1,323.00 target on September 24, 2026. Truist Securities maintained a buy rating on October 5, 2026, adjusting its target from $1,466.00 to $1,395.00. Overall, the stock carries a consensus buy recommendation and a mean price target of $1,261.10.
About United Rentals
Headquartered in Stamford, Connecticut, United Rentals operates as an equipment rental provider across the United States, Canada, Europe, Australia, and New Zealand. The company serves industrial and construction customers through two main segments, General Rentals and Specialty, supplying everything from earthmoving machinery to tools and safety equipment.
Bottom Line
Investors will track institutional ownership shifts and upcoming earnings results to gauge demand for the company's rental equipment. The next major update arrives when United Rentals reports financial results on January 27, 2027.
Related Filing Alerts
Source: Crescent Grove Advisors's 13F filing on $URI (Oct 21, 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