Quilter 13F: Cuts United Rentals (URI) Stake by $2.5M

Quilter lowered its stake in United Rentals, Inc. URI by 6.9% in an SEC filing on October 21, 2026. The move cut 2,530 shares from the portfolio, leaving the firm with 34,207 shares valued at about $34.2 million.

URI United Rentals, Inc.

$1,068.98 ▲ +27.26% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quilter's United Rentals Position

Quilter reduced its holdings from 36,737 shares down to 34,207 shares during the period. The resulting stake holds a reported value of $34,233,682 based on the filing data. This downward adjustment reflects a 6.9% reduction in the firm's exposure to the equipment rental provider.

Other Institutional Activity in United Rentals

Other large institutional investors have also adjusted positions in the company recently. Franklin Resources, Inc. grew its holdings by 146,485 shares, ending with 1,805,427 shares worth about $1.93 billion, marking an 8.8% increase for that fund.

United Rentals, Inc. Stock Up 2.6%

United Rentals shares closed at $1,068.98 on the filing date of October 21, 2026. The stock recently traded around $1,071.36, which is up about 0.2% since that filing. Shares sit above both the 50-day moving average of $1,046.23 and the 200-day moving average of $962.68.

Recent Earnings

United Rentals reported trailing twelve-month revenues of $16.83 billion alongside earnings of $41.57 per share. The company generated a net profit margin of 15.7% and a return on equity of 28.9%. Its next quarterly earnings report is scheduled for January 27, 2027.

Dividend

The company pays 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.

Company insiders have completed several transactions over recent months. 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. Craig Adam Pintoff sold 2,466 shares on April 27, 2026, at $963.00 per share totaling $2,374,758. Joli Lyn Gross sold 306 shares on April 27, 2026, at $954.99 for a total of $292,227. Later, 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.

Analysts Set New Price Targets

Wall Street research firms have updated their outlooks on the stock recently. 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, adjusting its target from $1,235.00 to $1,170.00. RBC Capital reiterated an outperform rating on September 24, 2026, with a $1,323.00 target. Truist Securities maintained a buy rating on October 5, 2026, setting a target of $1,395.00. Overall, the stock carries a consensus buy rating from 21 analysts with a mean price target of $1,261.10.

About United Rentals

United Rentals operates as a major equipment rental provider across the United States, Canada, Europe, Australia, and New Zealand. The company serves construction and industrial markets through its General Rentals and Specialty operating segments, offering everything from earthmoving machinery to specialized tools.

Bottom Line

Investors tracking United Rentals should watch for the upcoming earnings release on January 27, 2027, to check rental demand and profit margins. Institutional filings and analyst updates will continue to shape market sentiment for the stock going forward.