Rep. Julia Letlow Sells Off Shares of United Rentals, Inc. (NYSE:URI)

Representative Julia Letlow (Republican-Louisiana) recently sold shares of United Rentals, Inc. (NYSE:URI). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in United Rentals stock on February 2nd. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.

United Rentals Stock Performance

Shares of NYSE URI opened at $733.75 on Monday. The stock has a market cap of $46.14 billion, a PE ratio of 18.97, a price-to-earnings-growth ratio of 1.19 and a beta of 1.66. United Rentals, Inc. has a 1 year low of $525.91 and a 1 year high of $1,021.47. The firm has a fifty day moving average price of $831.19 and a 200-day moving average price of $864.80. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.94 and a quick ratio of 0.88.

United Rentals (NYSE:URI) last issued its earnings results on Wednesday, January 28th. The construction company reported $11.09 earnings per share for the quarter, missing the consensus estimate of $11.86 by ($0.77). The firm had revenue of $4.21 billion during the quarter, compared to the consensus estimate of $4.24 billion. United Rentals had a return on equity of 30.35% and a net margin of 15.49%.The company’s quarterly revenue was up 2.8% on a year-over-year basis. During the same period in the prior year, the company posted $11.59 EPS. Equities analysts anticipate that United Rentals, Inc. will post 44.8 earnings per share for the current fiscal year.

United Rentals Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th were issued a dividend of $1.97 per share. This is an increase from United Rentals’s previous quarterly dividend of $1.79. This represents a $7.88 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Wednesday, February 11th. United Rentals’s payout ratio is presently 20.37%.

United Rentals declared that its board has authorized a share buyback program on Wednesday, January 28th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the construction company to repurchase up to 8.7% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other news, EVP William E. Grace sold 1,498 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total transaction of $1,184,753.22. Following the completion of the sale, the executive vice president directly owned 6,872 shares of the company’s stock, valued at approximately $5,434,996.08. The trade was a 17.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Michael D. Durand sold 2,490 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $791.14, for a total transaction of $1,969,938.60. Following the completion of the transaction, the executive vice president directly owned 7,458 shares in the company, valued at $5,900,322.12. This represents a 25.03% decrease in their position. The SEC filing for this sale provides additional information. 0.53% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

URI has been the subject of several research analyst reports. Citigroup cut their target price on United Rentals from $1,090.00 to $950.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Wells Fargo & Company upped their price target on United Rentals from $995.00 to $1,071.00 and gave the stock an “overweight” rating in a research note on Friday, January 23rd. Sanford C. Bernstein set a $965.00 price objective on shares of United Rentals in a report on Friday, January 30th. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. Finally, UBS Group raised shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 target price on the stock in a report on Sunday, January 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, United Rentals has an average rating of “Moderate Buy” and an average target price of $925.59.

Institutional Trading of United Rentals

Several hedge funds have recently modified their holdings of the company. Aventura Private Wealth LLC purchased a new stake in United Rentals in the 4th quarter worth about $27,000. Loomis Sayles & Co. L P purchased a new position in shares of United Rentals during the second quarter valued at approximately $28,000. Core Wealth Advisors LLC bought a new position in shares of United Rentals during the fourth quarter valued at approximately $28,000. MV Capital Management Inc. purchased a new stake in shares of United Rentals in the fourth quarter worth approximately $28,000. Finally, Salomon & Ludwin LLC lifted its stake in shares of United Rentals by 650.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock worth $29,000 after acquiring an additional 26 shares during the last quarter. 96.26% of the stock is owned by hedge funds and other institutional investors.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

About United Rentals

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.