United Rentals.
American equipment rental company
- Reports this week
- 0
- Active events
- 1
- Connections
- 96
What's happening
Active this week
Earlier this month
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Bank of America analysts raised price targets for several U.S. industrial and healthcare stocks in July 2025.Some support2 reports3 developments inside
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Bank of America issued a buy rating for United Rentals.Some support1 report
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Richardson Electronics, Custom Truck One Source, and United Rentals are all operating within the industrial distributors segment.Some support6 reports
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A tariff plan caused market tanking, impacting companies Cintas and United Rentals.Some support3 reports1 development inside
One to three months ago
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Institutional investors increased their stake in United Rentals company stock.Well supported3 reports
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Masco, United Rentals, and Armstrong World Industries are all companies with exposure to the construction sector and the broader industrial market.Some support1 report
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Market comparison of industrial companies United Rentals and Doman Building Materials Group Ltd. was conducted.Some support1 report
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Citigroup, Bank of America, Truist Financial, and MarketBeat provided rating updates and price targets for United Rentals on June 25, 2026.Some support1 report1 development inside
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Morgan Stanley updated its rating and price target for United Rentals on July 31, 2026.Some support1 report
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CRH and United Rentals were identified as large-cap construction companies.Some support1 report
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The Treasurer of North Carolina and the Healthcare of Ontario Pension Plan Trust Fund increased their holdings in United Rentals and filed 13F reports with the SEC.Some support1 report
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United Rentals, which serves projects across North America, reported a sale via an SEC Form 4 filing on July 25, 2026.Well supported3 reports
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Swiss National Bank boosted its share position and restated an outperform rating on United Rentals, alongside SEC filings.Some support1 report
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Fastenal and United Rentals are industrial distributor peers.Some support1 report
Gone quiet
No new reports in 90+ days-
United Rentals is expanding into Specialty businesses through digital upgrades.Some support3 reports2 developments inside
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Citigroup raised its target price and issued a buy rating for United Rentals, which also filed 13F reports with the SEC.Some support2 reports
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TopBuild Corp. and United Rentals were identified as large-cap construction companies.Some support1 report
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FrontDoor and United Rentals are construction/equipment companies facing market scrutiny.Some support2 reports
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UBS increased its target price for United Rentals stock.Some support1 report
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Brad Jacobs' company, linked to United Rentals, acquired Beacon Roofing Supply on June 21, 2025.Speculative1 report
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Martin Marietta and United Rentals reported positive Earnings Stock Purchase Plan (ESP) figures as of June 23, 2025.Speculative1 report
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Jefferies adjusted its price target for United Rentals to $700 on June 30, 2025.Speculative1 report
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Kadant and United Rentals are mentioned as resilient industrial stocks, having been listed as growth stocks in 2020.Speculative1 report
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Qualivian Investment Partners highlighted United Rentals in their investor letter, noting that the company is headquartered in Stamford, Connecticut.Some support1 report
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Financial discussions regarding margin pressures and growth involving United Rentals, Grace, Credit Suisse, and Bank of America.Speculative1 report
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United Rentals, headquartered in Stamford, outperformed the broader market index on August 28, 2025.Some support2 reports
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The performance of the industry, involving United Rentals and specialty equipment distributors, is currently tied to broader economic cycles.Some support1 report1 development inside
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Market numbers represent revenues generated by companies operating in the temporary heating market.Some support1 report
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United Rentals provides services to infrastructure industries in England.Some support1 report
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AMD and United Rentals are noted as industrial distributors benefiting from generative AI trends.Some support3 reports
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United Rentals benefits from the trend of onshoring and tariffs associated with the Trump administration.Some support2 reports
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United Rentals, SiteOne Landscape Supply, Richardson Electronics, and Microsoft are discussed as peers within the industrial distributors segment.Some support1 report
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United Rentals announced a program launch from Stamford in August 2025.Some support1 report
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Paul Maddison, Director of Product Management, announced new features from Stamford regarding United Rentals' expansion.Some support1 report
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BorgWarner and United Rentals were featured in a stock screening and identified as operating in old economy industries.Some support1 report
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United Rentals and Legal & General Group Plc saw changes in institutional holdings, including multiple purchases across Q3 and Q4, and a subsequent decrease of 1.7% during Q4.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching United Rentals
Events traced to United Rentals, step by step, newest firstAround United Rentals this week
News at the entities that move United Rentals most-
Securities and Exchange Commission StructuralCitigroup reaffirmed an outperform rating on Barrett Business Services, Inc. while the SEC mandated 13F filings for investment disclosures.Moves United Rentals
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MidFirst Bank TransactionalMidFirst Bank and Succession Financial Inc. acquired or increased their holdings in the Fidelity MSCI Information Technology Index ETF on October 14, 2026.Moves United Rentals
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SEC StructuralSalmon Group, an SEC-licensed financing company, is expanding its platform into the Philippines.Moves United Rentals
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Bank of America Mentioned togetherMajor banks reported disappointing earnings, while tech stocks fell due to affordability concerns and AI build-out debt.Moves United Rentals
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Citigroup Mentioned togetherTD Cowen reiterated a buy rating on MBX Biosciences shares, and Citigroup restated an outperform rating on the company.Moves United Rentals
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UBS TransactionalKioxia is highlighted as a major winner in Japan's tech sector amid broader market commentary from UBS.Moves United Rentals
Connections
The 37 strongest of 96, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Brad Jacobs Structural
Brad Jacobs founded United Rentals and serves as an M&A specialist for the company.
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Specialty Operational
United Rentals actively leverages and expands its market share within the Specialty infrastructure segments.
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Securities and Exchange Commission Structural
United Rentals is subject to mandatory regulatory oversight and reporting requirements by the Securities and Exchange Commission.
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State of North Carolina Structural
The State of North Carolina increased its financial stake in United Rentals, establishing an ownership relationship.
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MidFirst Bank Transactional
MidFirst Bank acquired a new investment position in United Rentals shares.
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SEC Structural
United Rentals is subject to formal regulatory oversight by the SEC, requiring specific financial disclosures.
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William Grace Structural
William Grace holds the position of EVP, CFO at United Rentals.
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UBS Transactional
UBS raised its price target on United Rentals stock, citing a capital-spending cycle.
Show all 37 connections
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Fastenal Operational
The evidence establishes that both companies operate as direct competitors within the industrial distribution market.
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Jacobs Structural
Jacobs established United Rentals as a venture.
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Richardson Electronics Operational
Both Richardson Electronics and United Rentals are active competitors operating within the specialty equipment distribution market.
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Norges Bank Transactional
Norges Bank bought a new position in United Rentals stock on July 22, 2026.
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Citigroup Mentioned together
Citigroup has issued buy ratings and boosted target prices for United Rentals.
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Armstrong World Industries Operational
The two companies are competitors operating within the broad industrial market.
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Allison Structural
Allison serves as a District Manager for United Rentals.
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Bank of America Mentioned together
Bank of America analysts track United Rentals, issuing buy ratings and price targets based on sector growth.
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Donald Trump Shared context
United Rentals operates within a political context where Donald Trump's pro-business stance supports industrial interests.
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Rush Enterprises Mentioned together
Both companies are identified as peers operating within the industrial distributors segment.
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Market Mentioned together
United Rentals is frequently mentioned in the context of generating market-beating returns.
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Morgan Stanley Mentioned together
Morgan Stanley is cited in market coverage regarding United Rentals' performance and analyst rating actions.
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North America Shared context
United Rentals operates within the geographical and economic context of North America.
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Edge Operational
The evidence suggests both entities operate in the competitive industrial distribution segment.
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CRH Operational
CRH and United Rentals are identified as competing large-cap construction companies.
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Raymond James Financial Mentioned together
RIF provides financial analysis and rating coverage of United Rentals.
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Hiringa Energy Operational
Hiringa Energy supplies solar powered Site Hubs to United Rentals.
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company Mentioned together
The two entities are co-mentioned in market performance discussions, specifically noting B as a top contributor.
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Truist Financial Mentioned together
Truist Financial provides financial analysis and sets price targets for United Rentals.
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Earth Shared context
United Rentals operates within the global context defined by economic trends and geopolitical conflict.
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Gene Lab Mentioned together
The entities are co-mentioned and compared within the same industrial company sector.
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FrontDoor Operational
Both companies are identified as competitors operating within the construction and equipment industry.
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Ken Newman Mentioned together
Ken Newman provides stock ratings and commentary regarding United Rentals.
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TopBuild Corp. Mentioned together
The entities are co-mentioned as large-cap companies operating within the construction sector.
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Stamford Shared context
United Rentals is headquartered in Stamford, Connecticut.
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Masco Mentioned together
The entities are co-mentioned due to their shared exposure to the construction industry.
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MarketBeat Mentioned together
MarketBeat publishes average ratings and analyst recommendations for United Rentals.
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Ford Transactional
United Rentals sold a Ford dump truck to a city.
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Swiss National Bank Mentioned together
No evidence was found linking the Swiss National Bank and United Rentals.
History
Events by the month they beganOctober 2026
2 eventsAugust 2026
3 events- Institutional investors increased their stake in United Rentals company stock.
- Masco, United Rentals, and Armstrong World Industries are all companies with exposure to the construction sector and the broader industrial market.
- Market comparison of industrial companies United Rentals and Doman Building Materials Group Ltd. was conducted.
July 2026
7 events- Morgan Stanley updated its rating and price target for United Rentals on July 31, 2026.
- CRH and United Rentals were identified as large-cap construction companies.
- The Treasurer of North Carolina and the Healthcare of Ontario Pension Plan Trust Fund increased their holdings in United Rentals and filed 13F reports with the SEC.
- United Rentals, which serves projects across North America, reported a sale via an SEC Form 4 filing on July 25, 2026.
- Swiss National Bank boosted its share position and restated an outperform rating on United Rentals, alongside SEC filings.
- Fastenal and United Rentals are industrial distributor peers.
- Citigroup raised its target price and issued a buy rating for United Rentals, which also filed 13F reports with the SEC.
Show 1 earlier month
June 2026
25 events- Bank of America analysts raised price targets for several U.S. industrial and healthcare stocks in July 2025.
- Richardson Electronics, Custom Truck One Source, and United Rentals are all operating within the industrial distributors segment.
- A tariff plan caused market tanking, impacting companies Cintas and United Rentals.
- Citigroup, Bank of America, Truist Financial, and MarketBeat provided rating updates and price targets for United Rentals on June 25, 2026.
- United Rentals is expanding into Specialty businesses through digital upgrades.
- TopBuild Corp. and United Rentals were identified as large-cap construction companies.
- FrontDoor and United Rentals are construction/equipment companies facing market scrutiny.
- UBS increased its target price for United Rentals stock.
- Brad Jacobs' company, linked to United Rentals, acquired Beacon Roofing Supply on June 21, 2025.
- Martin Marietta and United Rentals reported positive Earnings Stock Purchase Plan (ESP) figures as of June 23, 2025.
- Jefferies adjusted its price target for United Rentals to $700 on June 30, 2025.
- Kadant and United Rentals are mentioned as resilient industrial stocks, having been listed as growth stocks in 2020.
- Qualivian Investment Partners highlighted United Rentals in their investor letter, noting that the company is headquartered in Stamford, Connecticut.
- Financial discussions regarding margin pressures and growth involving United Rentals, Grace, Credit Suisse, and Bank of America.
- United Rentals, headquartered in Stamford, outperformed the broader market index on August 28, 2025.
- The performance of the industry, involving United Rentals and specialty equipment distributors, is currently tied to broader economic cycles.
- Market numbers represent revenues generated by companies operating in the temporary heating market.
- United Rentals provides services to infrastructure industries in England.
- AMD and United Rentals are noted as industrial distributors benefiting from generative AI trends.
- United Rentals benefits from the trend of onshoring and tariffs associated with the Trump administration.
- United Rentals, SiteOne Landscape Supply, Richardson Electronics, and Microsoft are discussed as peers within the industrial distributors segment.
- United Rentals announced a program launch from Stamford in August 2025.
- Paul Maddison, Director of Product Management, announced new features from Stamford regarding United Rentals' expansion.
- BorgWarner and United Rentals were featured in a stock screening and identified as operating in old economy industries.
- United Rentals and Legal & General Group Plc saw changes in institutional holdings, including multiple purchases across Q3 and Q4, and a subsequent decrease of 1.7% during Q4.