Vaughan Nelson Investment Management, L.P. Reduces $68M in United Rentals, Inc. ($URI)

Vaughan Nelson Investment Management, L.P. has reduced its stake in United Rentals, Inc. (NYSE: URI) by 32.7%. According to the most recent Form 13F filing with the SEC, the firm cut 63,719 shares, leaving it with 130,947 shares valued at approximately $140.7 million. This adjustment reflects the firm's holdings as of the reporting period and may not represent its current position.

What Changed in Vaughan Nelson's United Rentals Position

Vaughan Nelson trimmed its investment in United Rentals from 194,666 shares to 130,947 shares, a reduction of 63,719 shares, or 32.7%. The reported value of this position stands at about $140.7 million. The reduction suggests a strategic shift or reallocation of funds by Vaughan Nelson.

Other Institutional Activity in United Rentals

Several other institutional investors have also adjusted their holdings in United Rentals. BlackRock, Inc. increased its holdings by 91,514 shares, bringing its total to 5,124,072 shares worth roughly $3.73 billion. Vanguard Capital Management LLC added a full stake of 4,094,282 shares, valued at about $2.98 billion. JPMorgan Chase & Co. significantly boosted its position by 1,819,320 shares, ending with 2,985,657 shares valued at $2.13 billion. Conversely, State Street Corp slightly decreased its holdings by 3,103 shares, maintaining a total of 2,961,599 shares worth approximately $2.16 billion.

United Rentals Stock Snapshot

Shares of United Rentals (NYSE: URI) are trading around $1,074.24, with a market capitalization of about $67.3 billion. The company has a P/E ratio of 27.47 and a forward P/E of 19.89, along with a beta of 1.82, indicating its volatility relative to the market. The stock's 52-week range spans from $682.08 to $1,106.88, and it has a 50-day moving average of $924.37 and a 200-day moving average of $882.66. United Rentals' current ratio is 0.802, with a quick ratio of 0.658 and a debt-to-equity ratio of 167.47.

Recent Earnings

For its recent quarter, United Rentals reported revenue of approximately $16.36 billion, reflecting a growth rate of 7.2%. The company's earnings per share (EPS) stood at $39.10, with a net margin of 15.32% and a return on equity (ROE) of 28.24%. The next earnings release is scheduled for July 22, 2026.

Dividend

United Rentals offers an annual dividend rate of $7.88, yielding 0.73% with a payout ratio of 18.76%.

Insider Buying and Selling at United Rentals, Inc.

On May 8, 2026, several insiders, including Bruno Marc and Julie Heuer Brandt, each bought 203 shares at an average price of $937. These transactions were not part of a pre-planned trading program.

Analysts Set New Price Targets

Analysts have recently updated their price targets for United Rentals. On June 3, 2026, UBS maintained a 'buy' rating with a target of $1,145. Barclays, on April 27, 2026, maintained a 'sell' rating with a $715 target. Citigroup and JP Morgan both maintained 'buy' ratings with targets of $1,130 and $1,050, respectively, on April 24, 2026. The consensus recommendation is a 'buy', with a mean price target of $1,091.43 from 21 analysts.

About United Rentals

United Rentals, Inc., headquartered in Stamford, Connecticut, operates as a leading equipment rental company across the U.S., Canada, Europe, Australia, and New Zealand. The company serves various sectors, including construction and industrial companies, municipalities, and homeowners. Under CEO Mr. Matthew J. Flannery, United Rentals employs approximately 28,500 people.

Bottom Line

Vaughan Nelson's reduction in its United Rentals stake reflects a notable shift in its investment strategy. Investors often track such filings for insights into institutional sentiment, although these filings are backward-looking and may not indicate current positions. United Rentals remains a significant player in the equipment rental industry, with its stock seeing activity from both institutional investors and analysts.