Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
VIRGINIA RETIREMENT SYSTEMS ET Al Acquires 20,300 Shares of United Rentals, Inc. $URI
Virginia Retirement Systems increased its stake in United Rentals (NYSE:URI) by 68.1% in Q3, purchasing an additional 20,300 shares to own a total of 50,100 shares valued at approximately $47.8 million. United Rentals' stock has a market cap of about $52 billion, a P/E of ~21.0, and an annualized dividend of $7.16. Despite missing Q3 EPS expectations, the company exceeded revenue forecasts and maintains a "Moderate Buy" consensus rating from analysts.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Quanta Services, Inc. $PWR Position Boosted by Diversified Trust Co
Diversified Trust Co increased its stake in Quanta Services (NYSE:PWR) by 482.2% during Q3, now owning 5,473 shares valued at $2.268 million. Other institutional investors also adjusted their holdings, and insider trading activity included significant sales by a director and an EVP in November. The company reported strong Q3 earnings, beating consensus estimates, and analysts have issued "Buy" ratings with an average price target of $450.10.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
United Rentals, Inc. (NYSE:URI) Given Consensus Recommendation of "Moderate Buy" by Brokerages
United Rentals, Inc. (NYSE:URI) has received a consensus "Moderate Buy" rating from twenty research firms, with an average 12-month price target of $954.83. The company's recent earnings report showed $11.70 EPS, missing estimates, but revenue of $4.23 billion surpassed expectations and increased 5.9% year-over-year. United Rentals also announced a quarterly dividend of $1.79 per share, totaling $7.16 annually, resulting in a 0.9% yield.
Dec 31, 2025 • Automation.com
BULLISH
United Rentals Scales AI Applications With AWS
United Rentals has expanded its use of Manual Assist AI, a web-based application developed with Amazon Web Services (AWS) that provides AI-powered diagnostics and access to thousands of equipment manuals for its service teams. The solution is now used by over 4,000 monthly users, enabling quicker repairs, reduced downtime, and improved fleet utilization. This initiative is part of United Rentals' broader innovation strategy to enhance productivity and customer value through generative AI.
Dec 30, 2025 • marketscreener.com
SOMEWHAT-BULLISH
FCPT announces acquisition of a Sprouts Farmers Market property
Four Corners Property Trust (FCPT) announced the acquisition of a Sprouts Farmers Market property for $8.6 million, contributing to a total 2025 acquisition volume of $318 million. FCPT, a real estate investment trust, specializes in owning, acquiring, and leasing restaurant and retail properties. The company's recent acquisitions also include properties for United Rentals, Buffalo Wild Wings, Olive Garden, and Crash Champions.
Dec 30, 2025 • FinancialContent
BULLISH
Betting on the 2026 Rebound: Bernstein Lifts Caterpillar Target as Industrial Resilience Takes Center Stage
Bernstein has raised its price target for Caterpillar Inc. (NYSE: CAT) to $630, citing a shift from a cyclical construction business to a secular growth powerhouse, with a strong recovery expected in 2026. The firm believes Caterpillar is uniquely positioned to benefit from the growing demand for data centers and electrical grid modernization, driven by its focus on high-margin services and power generation technologies. While 2025 may face economic headwinds, the long-term outlook for Caterpillar appears robust as it capitalizes on the AI revolution and energy transition.