United Rentals is rated a Buy due to durable cash flow, robust shareholder returns, and reasonable valuation amid cyclical concerns. Revenue growth has slowed but remains positive, with new specialty locations and acquisitions targeting high-growth verticals to reignite momentum. URI demonstrates strong free cash flow compounding, consistent ROI above 10%, and aggressive buybacks and dividend growth (3-year CAGR 70.5%).

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

Representative Thomas R. Suozzi (Democratic-New York) recently sold shares of Apple Inc. (NASDAQ: AAPL). In a filing disclosed on March 17th, the Representative disclosed that they had sold between $15,001 and $50,000 in Apple stock on February 18th. The trade occurred in the Representative's "THOMAS SUOZZI IRA FBO THOMAS SUOZZI" account. Representative Thomas R. Suozzi also

Nordea Investment Management AB raised its holdings in United Rentals, Inc. (NYSE: URI) by 22.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 154,688 shares of the construction company's stock after acquiring an additional 28,604 shares during the quarter. Nordea Investment

Danske Bank A S acquired a new stake in United Rentals, Inc. (NYSE: URI) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 44,631 shares of the construction company's stock, valued at approximately $42,607,000. Danske Bank A S owned

Ausdal Financial Partners Inc. lifted its stake in United Rentals, Inc. (NYSE: URI) by 281.0% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,162 shares of the construction company's stock after acquiring an additional 857 shares during the

California Public Employees Retirement System increased its position in shares of United Rentals, Inc. (NYSE: URI) by 8.9% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 120,520 shares of the construction company's stock after purchasing an additional 9,801 shares during the

Banco Bilbao Vizcaya Argentaria S.A. lowered its position in United Rentals, Inc. (NYSE: URI) by 23.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,389 shares of the construction company's stock after selling 1,363 shares during the period. Banco Bilbao

United Rentals (URI) offers compelling cyclical value, trading at 17x earnings with 11–16% EPS growth expected through 2028, despite recent volatility. URI's specialty segment, M&A strategy, and asset-light construction trends position it for secular growth and margin expansion, even amid macro uncertainty. Mastercard (MA) remains a premier TOLL stock, benefiting from global payments growth and value-added services, trading below its 10-year average multiple.

Alliancebernstein L.P. lifted its stake in United Rentals, Inc. (NYSE: URI) by 5.6% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,088,209 shares of the construction company's stock after purchasing an additional 57,977 shares during the quarter. Alliancebernstein L.P. owned