UNITED RENTALS, INC.
URI · Services-Equipment Rental & Leasing, NEC · 62.6M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $976M (gross $1.1B, SBC $94M)
Reference price $954.99 · est. market cap ~$59.8B — last insider sale, 2026-04-27 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78gen composite 70pct→78
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Weak liquidityCurrent ratio 0.94 (<1)
- Buying back stockNet buyback — share count -3%/yr over 4y
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, FMR LLC +2 more (as of 2026-03-31)
- AccumulatingInstitutional holders rose 18→21 QoQ (2025-12-31→2026-03-31)
- New fund positionNotable fund(s) opened this quarter: Bridgewater Associates, LP
Congressional trades
| Date | Member | Type | Owner | Amount |
|---|---|---|---|---|
| 2026-04-24 | Salazar, Maria Elvira · FL27 | buy | self | $1K–$15K |
| 2025-12-16 | Letlow, Julia · LA05 | buy | self | $1K–$15K |
STOCK Act Periodic Transaction Reports (U.S. House Clerk). Amounts are disclosed ranges, not exact figures.
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
38.2%
Operating margin
24.7%
Net margin
15.5%
Return on equity
27.8%
Return on assets
8.4%
ROIC
12.6%
Revenue growth (QoQ)
7.2%
Net-income growth
-3.1%
Debt / equity
1.8×
Net debt / EBITDA
3.5×
Current ratio
0.9×
EBITDA
$4.4B
Tangible book value
$1.4B
Cash & investments
$459M
Stock comp / revenue
0.8%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Matthew Flannery | President & CEO | $12M FY2025 |
| Craig Pintoff | EVP, Chief Admin. Officer | $5M FY2025 |
| Joli Gross | SVP, Chief LGL & Sustain. Off. | $2M FY2025 |
| Leopold Anthony S. | SVP | — |
| Limoges Andrew B. | VP, Controller | — |
| Michael Durand | EVP, Chief Operating Officer | $3M FY2025 |
| William (Ted) Grace | EVP, CFO | $4M FY2025 |
| Francisco J. Lopez-Balboa | Director | $314K FY2025 |
| Gracia C. Martore | Director | $347K FY2025 |
| Julie M. Heuer Brandt | Director | $308K FY2025 |
| Kim Harris Jones | Director | $342K FY2025 |
| Larry D. De Shon | Director | $334K FY2025 |
| Marc A. Bruno | Director | $330K FY2025 |
| Michael J. Kneeland | Director | $500K FY2025 |
| Shiv Singh | Director | $314K FY2025 |
| Taussig Alexander R. | Director | — |
| Terri L. Kelly | Director | $329K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-30 | Bruno Marc A | Grant | 34 | $1,132.89 |
| 2026-05-08 | Taussig Alexander R. | Grant | 203 | $937.00 |
| 2026-05-08 | De Shon Larry D | Grant | 203 | $937.00 |
| 2026-05-08 | Singh Shiv | Grant | 203 | $937.00 |
| 2026-05-08 | MARTORE GRACIA C | Grant | 203 | $937.00 |
| 2026-05-08 | Lopez-Balboa Francisco J | Grant | 203 | $937.00 |
| 2026-05-08 | Kelly Terri L. | Grant | 203 | $937.00 |
| 2026-05-08 | Jones Kim Harris | Grant | 203 | $937.00 |
| 2026-05-08 | Bruno Marc A | Grant | 203 | $937.00 |
| 2026-05-08 | HEUER BRANDT JULIE M | Grant | 203 | $937.00 |
| 2026-05-04 | MARTORE GRACIA C | Disposition | 213 | $925.21 |
| 2026-04-27 | Gross Joli L. | Sell | 306 | $954.99 |
| 2026-04-27 | PINTOFF CRAIG ADAM | Sell | 2.5K | $963.00 |
| 2026-04-24 | Limoges Andrew B. | Sell | 548 | $977.86 |
| 2026-04-24 | Flannery Matthew John | Sell | 23K | $984.98 |
| 2026-03-31 | Bruno Marc A | Grant | 51 | $728.56 |
| 2026-03-05 | Durand Michael D | Tax withheld | 169 | $842.93 |
| 2026-03-05 | Leopold Anthony S. | Tax withheld | 73 | $842.93 |
| 2026-03-05 | Gross Joli L. | Tax withheld | 92 | $842.93 |
| 2026-03-05 | PINTOFF CRAIG ADAM | Tax withheld | 297 | $842.93 |
| 2026-03-05 | Grace William E. | Tax withheld | 191 | $842.93 |
| 2026-03-05 | Flannery Matthew John | Tax withheld | 440 | $842.93 |
| 2026-03-05 | Limoges Andrew B. | Tax withheld | 37 | $842.93 |
| 2026-03-04 | Flannery Matthew John | Grant | 1.0K | $851.88 |
| 2026-03-04 | Flannery Matthew John | Tax withheld | 431 | $851.88 |
| 2026-03-04 | Durand Michael D | Tax withheld | 120 | $851.88 |
| 2026-03-04 | Durand Michael D | Grant | 340 | $851.88 |
| 2026-03-04 | Durand Michael D | Tax withheld | 146 | $851.88 |
| 2026-03-04 | Durand Michael D | Grant | 987 | $851.88 |
| 2026-03-04 | PINTOFF CRAIG ADAM | Tax withheld | 233 | $851.88 |
| 2026-03-04 | PINTOFF CRAIG ADAM | Grant | 1.3K | $851.88 |
| 2026-03-04 | PINTOFF CRAIG ADAM | Grant | 374 | $851.88 |
| 2026-03-04 | PINTOFF CRAIG ADAM | Tax withheld | 207 | $851.88 |
| 2026-03-04 | Limoges Andrew B. | Tax withheld | 29 | $851.88 |
| 2026-03-04 | Limoges Andrew B. | Grant | 203 | $851.88 |
| 2026-03-04 | Limoges Andrew B. | Grant | 195 | $851.88 |
| 2026-03-04 | Limoges Andrew B. | Tax withheld | 90 | $851.88 |
| 2026-03-04 | Leopold Anthony S. | Tax withheld | 55 | $851.88 |
| 2026-03-04 | Leopold Anthony S. | Grant | 405 | $851.88 |
| 2026-03-04 | Leopold Anthony S. | Grant | 246 | $851.88 |
| 2026-03-04 | Leopold Anthony S. | Tax withheld | 114 | $851.88 |
| 2026-03-04 | Gross Joli L. | Tax withheld | 72 | $851.88 |
| 2026-03-04 | Gross Joli L. | Grant | 485 | $851.88 |
| 2026-03-04 | Gross Joli L. | Grant | 306 | $851.88 |
| 2026-03-04 | Gross Joli L. | Tax withheld | 142 | $851.88 |
| 2026-03-04 | Grace William E. | Tax withheld | 136 | $851.88 |
| 2026-03-04 | Grace William E. | Grant | 987 | $851.88 |
| 2026-03-04 | Grace William E. | Grant | 356 | $851.88 |
| 2026-03-04 | Grace William E. | Tax withheld | 172 | $851.88 |
| 2026-03-04 | Flannery Matthew John | Tax withheld | 317 | $851.88 |
| 2026-03-04 | Flannery Matthew John | Grant | 2.6K | $851.88 |
| 2026-03-02 | Gross Joli L. | Tax withheld | 94 | $820.58 |
| 2026-03-02 | Grace William E. | Tax withheld | 154 | $820.58 |
| 2026-03-02 | Flannery Matthew John | Tax withheld | 420 | $820.58 |
| 2026-03-02 | Durand Michael D | Tax withheld | 82 | $820.58 |
| 2026-03-02 | Limoges Andrew B. | Tax withheld | 44 | $820.58 |
| 2026-03-02 | Leopold Anthony S. | Tax withheld | 74 | $820.58 |
| 2026-03-02 | PINTOFF CRAIG ADAM | Tax withheld | 273 | $820.58 |
| 2026-02-17 | Taussig Alexander R. | Grant | 57 | $848.13 |
| 2026-02-03 | Grace William E. | Sell | 1.5K | $790.89 |
| 2026-02-02 | Singh Shiv | Grant | 68 | $783.36 |
| 2026-02-02 | Durand Michael D | Sell | 2.5K | $791.14 |
| 2026-02-02 | Singh Shiv | Buy | 68 | $783.36 |
| 2026-01-28 | Flannery Matthew John | Tax withheld | 5.2K | $903.19 |
| 2026-01-28 | Durand Michael D | Grant | 2.2K | $903.19 |
| 2026-01-28 | Durand Michael D | Tax withheld | 958 | $903.19 |
| 2026-01-28 | PINTOFF CRAIG ADAM | Grant | 3.7K | $903.19 |
| 2026-01-28 | PINTOFF CRAIG ADAM | Disposition | 2.1K | $903.19 |
| 2026-01-28 | Limoges Andrew B. | Grant | 612 | $903.19 |
| 2026-01-28 | Limoges Andrew B. | Tax withheld | 292 | $903.19 |
| 2026-01-28 | Leopold Anthony S. | Grant | 1.1K | $903.19 |
| 2026-01-28 | Leopold Anthony S. | Tax withheld | 527 | $903.19 |
| 2026-01-28 | Gross Joli L. | Grant | 1.4K | $903.19 |
| 2026-01-28 | Gross Joli L. | Tax withheld | 665 | $903.19 |
| 2026-01-28 | Grace William E. | Grant | 2.5K | $903.19 |
| 2026-01-28 | Grace William E. | Tax withheld | 1.2K | $903.19 |
| 2026-01-28 | Flannery Matthew John | Grant | 12K | $903.19 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-18 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-05-08 | Shareholder voteExhibits | filing ↗ |
| 2026-04-22 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-10 | Reg FDExhibits | filing ↗ |
| 2026-02-04 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-01-28 | ResultsReg FDOtherExhibits | filing ↗ |
| 2025-12-01 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-11-24 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-18 | 2026-06-18 | 0001104659-26-075708 ↗ |
| 8-K | 2026-05-08 | 2026-05-08 | 0001193125-26-214719 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0001067701-26-000018 ↗ |
| 10-Q | 2026-04-22 | 2026-03-31 | 0001067701-26-000016 ↗ |
| DEF 14A | 2026-03-25 | 2026-05-08 | 0001193125-26-124113 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0001193125-26-044873 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0001193125-26-036751 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0001067701-26-000009 ↗ |
| 10-K | 2026-01-28 | 2025-12-31 | 0001067701-26-000007 ↗ |
| 8-K | 2025-12-01 | 2025-12-01 | 0001104659-25-117306 ↗ |
| 8-K | 2025-11-24 | 2025-11-24 | 0001104659-25-115181 ↗ |
| 8-K | 2025-10-22 | 2025-10-22 | 0001067701-25-000041 ↗ |