URI — United Rentals Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates URI Bullish with a Setup Score of 56, net conviction 51, actionability 62. How the Setup Score works →

Total Setup Score56
Directional BiasBullish
Net Conviction51
Actionability62 (in range)

Key signals behind this score

About United Rentals Inc

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, including boom and sci… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$1083.56
Market Cap$68.17B
Float61.9M
Shares Outstanding62.2M
P/E (Forward)23.42
P/E (TTM)26.88
Price/Sales (TTM)4.05
vs. Analyst Target+17.4% to analyst PT
Profit Margin15.67%
Operating Margin (TTM)25.99%
Revenue (TTM)$16.83B
Earnings Growth (YoY)25.50%
Dividend Rate7.9%
Analyst Target Price$1272.43 (23 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $8.53B $890M $2.83B $3.76B
2021 $9.72B $1.39B $3.50B $4.24B
2022 $11.64B $2.10B $4.63B $5.46B
2023 $14.33B $2.42B $5.38B $6.63B
2024 $15.35B $2.58B $5.71B $6.98B
2025 $16.10B $2.49B $5.71B $7.16B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $4.23B $701M
Dec 2025 $4.21B $653M
Mar 2026 $3.98B $531M
Jun 2026 $4.41B $753M

Ownership & Float

Insider Ownership0.4%
Institutional Ownership95.6%
Short Float2.3%
% of All Funds Holding17.93%
Number of Funds Holding1,577

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$1108.06Near-term / short-term trend
Weekly40-Week SMA$933.56Medium-term trend
Weekly80-Week SMA$858.15Cyclical trend (business cycle)
Weekly200-Week SMA$681.91Secular trend (multi-year)
Monthly10-Month SMA$922.63Near-term monthly trend
Monthly20-Month SMA$850.59Medium-term monthly trend
Monthly40-Month SMA$733.69Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Volume shelf data not available.

Historical Earnings Reactions (114 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.76% 0.08% 53.51% 17.47% -11.83%
1 Day 1.62% 1.35% 66.67% 22.92% -18.30%
1 Week 1.96% 1.40% 59.65% 35.14% -20.20%
2 Weeks 1.51% 2.52% 59.65% 21.81% -31.77%
1 Month 3.12% 5.34% 68.14% 49.92% -43.02%

Next earnings: October 21, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan3.8%62.1%29
Feb2.0%65.5%29
Mar1.7%58.6%29
Apr6.2%51.7%29
May0.1%58.6%29
Jun2.7%48.3%29
Jul1.8%55.2%29
Aug-2.3%53.6%28
Sep0.9%50.0%28
Oct1.8%57.1%28
Nov5.9%67.9%28
Dec3.0%67.9%28

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.06% 49.7% 1354
Tuesday 0.22% 50.9% 1481
Wednesday 0.10% 50.4% 1481
Thursday 0.13% 50.6% 1451
Friday 0.15% 53.3% 1444

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 95.6%

Insider Transactions — Smart Summary

Total insider ownership: 0.4%

12-Month Insider Activity Summary

Total Filings10
Net Value-$32.3M
Net Shares Change-30,070
% of Float-0.0%
C-Suite Filings8
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Flannery Matthew John President & CEO -$22.4M 1 1 sell
PINTOFF CRAIG ADAM EVP, Chief Admin. Officer -$4.2M 2 2 sell
Grace William E. EVP, CFO -$2.9M 2 2 sell
Durand Michael D EVP, Chief Operating Officer -$2.0M 1 1 sell
Limoges Andrew B. VP, Controller -$535,868.212 1 1 sell
Gross Joli L. SVP, Chief LGL & Sustain. Off. -$292,226.542 1 1 sell
MARTORE GRACIA C -$197,069.73 1 1 sell
Singh Shiv +$53,268.33 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-01-30 – 2026-02-09 4 4 -$5.0M 3 C-suite
2026-04-24 – 2026-05-06 5 5 -$25.8M 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-24 Grace William E. EVP, CFO -$1.7M Transaction at $1133.15, now -4.4%
2026-04-24 Flannery Matthew John President & CEO -$22.4M Transaction at $984.98, now +10.0%
2026-04-27 PINTOFF CRAIG ADAM EVP, Chief Admin. Officer -$2.4M Transaction at $963.00, now +12.5%
2026-04-27 Gross Joli L. SVP, Chief LGL & Sustain. Off. -$292,226.542 Transaction at $954.99, now +13.5%
2026-04-24 Limoges Andrew B. VP, Controller -$535,868.212 Transaction at $977.86, now +10.8%
2026-02-09 Singh Shiv +$53,268.33 Transaction at $783.36, now +38.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for United Rentals Inc (URI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for URI on Trend Edge →