SURVYR
13F +9% · ASHLER Institutional Filing Alert

Ashler Capital (Citadel Equities Arm) (Citadel Ashler L/S Equities) added to URI (+9% shares QoQ · 13.5% of 13F portfolio)

Form 13F-HR institutional holdings disclosure · Filed 2026-10-17

Ashler Holdings › All Filing Alerts › SEC Filing ↗

URI

United Rentals, Inc.
$1,162.00
+$40.10 (3.57%)Oct 27 close
IndustrialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-21%-8%+5%+19%+32%Oct 2025Oct 2026Apr 202652w high $1,179.1852w low $701.59
URISPY
Wall St. Highest PT $1,610.00 (+38.6%) Wall St. Avg PT $1,261.10 (+8.5%)
$708$945$1,183$1,421$1,658POC $1,051Hi $1,610Avg $1,261
Underwater Drawdown %Max DD -25.5%Current -0.2%
0.0%-25.5%
Relative Strength vs SPY+16.6% vs SPYOutperforming
+22%0%-22%
1W
+$118.13 (11.32%)
1M
+$114.94 (10.98%)
3M
+$72.62 (6.67%)
6M
+$202.92 (21.16%)
YTD
+$357.55 (44.45%)
1Y
+$268.95 (30.12%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
21 analysts · mean score 1.77
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$1,162.00
Average target$1,261.10
+$99.10 (+8.5%) upsideaverage target vs current price
CurrentAverageMedian
Low$950.00
Median$1,261.10
High$1,610.00
12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$66.5B
P/E (last 12 months)25.7
P/E (next 12 months, estimated)18.5
52-week range$701.59 – $1,179.18
Revenue growth (latest quarter vs a year ago)+11.8%
Dividend yield0.75%
Analyst consensusBuy (21)
Average analyst price target$1,261.10 (+9%)

What they do

United Rentals, Inc. operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment.

Industrials · Rental & Leasing Services
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
62nd percentile in sector
B-
12-1 return: +15.8%
Percentile within its GICS sector across the S&P 1500.
Growth
61st percentile in sector
B-
Revenue growth (YoY): +11.8%
Percentile within its GICS sector across the S&P 1500.
Value
42nd percentile in sector
C
Forward E/P: 5.6% · EBITDA/EV: 5.9%
Percentile within its GICS sector across the S&P 1500.
Profitability
83rd percentile in sector
A-
Profit margin: +15.7% · Return on equity: +28.9%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 257 of 499 · 12-month momentum 9.6%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

URI earningsReported Oct 21, 2026▲ Above estimates
Results · After the close
EPS actual$15.55
EPS estimate$14.03
Surprise+10.8%
RevenueNot in our data yet

Revenue for this quarter is not in our data yet. It arrives with the quarterly filing.

Next report
Wed Jan 27, 2027Time not confirmed
EPS consensus$14.09
Revenue consensus–
Last 4 quarters · EPS vs estimate
Oct 21, 2026$15.55est $14.03+10.8%Above estimates
Jul 22, 2026$12.76est $11.59+10.1%Above estimates
Apr 22, 2026$9.71est $8.94+8.6%Above estimates
Jan 28, 2026$11.09est $11.80−6.0%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-26 18:35:29 ET
25-0125-0425-0725-1026-0126-0426-0726-100.0015.55
EstimateActual (beat)Actual (miss)

News & catalysts

More news
Is United Rentals Stock Increasing Your Market Risk?
Trefis · Oct 26
Comfort Systems Q3 Earnings & Revenues Beat Estimates, Backlog Surges
Zacks · Oct 23
NVR Q3 Earnings Miss Estimates on Lower Settlements & Margin Pressure
Zacks · Oct 23
United Rentals (URI) Q3 2026 Earnings Call Transcript
Nasdaq · Oct 22
PHM Q3 Earnings Miss Estimates on Lower Closings & Margins
Zacks · Oct 22
Insider trades
Grace William E.
EVP, CFO · 2026-07-24
Sell
$1.7M
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-26 18:35:29 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026