URI United Rentals, Inc.
XNYS
1111.02
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
URI
$1111.02
—
Key stats
$1111.02
- 52-Week Range
- $701.59 – $1179.18
- YTD
- +31.47%
- IV Rank (30D)
- 31.03
- Straddle Price
- $91.80
- P/C Vol Ratio
- 0.71
- Market Cap
- $66.5B
- Open
- $1093.99
- Day Range
- $1046.68 – $1117.64
- Volume
- 1,119,871
- Prev Close
- $1068.98
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.28 |
| Cost of Equity (CAPM) | 12.21% (VRP-adj) |
| WACC | 11.08% |
| Volatility Risk Premium | +20.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 25.0% |
| Rev. Growth (YoY, DCF input) | +4.3% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.04 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.6B |
| Return on Equity (TTM) | 28.6% |
| Book / Price | 13.6% |
| Gross Margin (TTM) | 38.4% |
| FCF Margin (TTM) | 3.8% |
| Debt / Equity | 1.38 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $1046.23 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $1045.47 |
| Bollinger Width / SMA20 | 0.8% (drives anchor stability) |
| Net Debt | $12.6B |
| Market Cap | $68B |
Peers used for multiples: CAT, CSX, FDX, FIX, GEV, PWR, RTX, UNP
60-Day Conviction
51%
20-Day Fair Value
≈ by Nov 20, 2026
$1113.83
α +0.3%
rank 15%
conviction
18%
40-Day Fair Value
≈ by Dec 21, 2026
$1127.28
α +1.5%
rank 17%
conviction
47%
60-Day Fair Value
≈ by Jan 19, 2027
$1127.14
α +1.5%
rank 25%
conviction
51%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $-66.57 | 0% | |
| DDM (Gordon) | $101.23 | 0% | |
| Peer P/E | $1266.36 | 10% | median 29.2× · 8 peers |
| Peer EV/EBITDA | $2396.87 | 10% | median 21.3× · 8 peers |
| Peer P/B | $1272.70 | 2% | median 8.8× · 8 peers |
| Peer P/S | $1219.19 | 7% | median 4.4× · 8 peers |
| Market Anchor (SMA50) | $1046.23 | 47% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $1073.71 | 23% | 70 strikes · skew +0.16 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-EQUIPMENT RENTAL & LEASING, NEC (7359) · industry map
- Exchange
- XNYS
- Market Cap
- $66.5B
- Employees
- 28,500
- List Date
- 1997-12-18
- CIK
- 0001067701
- Headquarters
- Stamford, CT
- Homepage
- https://www.unitedrentals.com
United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its custome…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 5.82% | -3.18% | 23.62% | 10.28% | 9.89% | -7.46% | 6.50% |
| Feb | 17.41% | -2.54% | 3.00% | 7.42% | -12.99% | 7.83% | 3.35% |
| Mar | 8.87% | 13.47% | -15.40% | 2.93% | 1.49% | -11.21% | 0.02% |
| Apr | -3.55% | -10.59% | -7.19% | -5.94% | -0.09% | 31.21% | 0.64% |
| May | 3.78% | -2.88% | -7.70% | 2.39% | 10.58% | 4.89% | 1.84% |
| Jun | -6.02% | -17.24% | 31.27% | 1.45% | 9.01% | 13.54% | 5.33% |
| Jul | 2.55% | 32.05% | 3.58% | 18.14% | 14.05% | -3.48% | 11.15% |
| Aug | 8.09% | -8.65% | 0.54% | 3.46% | 11.25% | -6.98% | 1.28% |
| Sep | 1.04% | -6.43% | -9.49% | 15.37% | -0.43% | 1.07% | 0.19% |
| Oct | 5.85% | 12.11% | -7.11% | 0.74% | -9.53% | 7.44%* | 1.58% |
| Nov | -11.63% | 9.91% | 16.25% | 9.14% | -4.93% | -- | 3.75% |
| Dec | -0.16% | -0.28% | 14.27% | -17.81% | 0.51% | -- | -0.69% |
| Total | 33.09% | 6.72% | 40.88% | 51.81% | 27.64% | 34.98% | 32.52% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $1049.94
SMA 50: $1045.87
SMA 200: $963.81
Current: $1111.02
EMA 12: $1056.29
EMA 26: $1048.94
MACD: 7.3489 | Signal: 4.5804
BULLISH
ADX (14): 14.37
RANGE
+DI: 25.27
−DI: 22.83
Momentum Oscillators
RSI (14): 63.32
NEUTRAL
Stoch %K: 69.41
Stoch %D: 52.93
Williams %R: -5.91
Volume & Volatility
BB Upper: $1099.38
BB Lower: $1000.49
OVERBOUGHT
OBV: 16,999,419
Vol SMA 20: 578,871
Vol ROC: 143.14%
ATR: $36.79
True Range: $70.96
HV 20: 35.9%
HV 30: 30.5%
HV 60: 31.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
BULLISH (Confidence Level: 8/10)
Key Drivers:
- Strong technical momentum signals from MACD and RSI
- Bullish news sentiment from recent headlines
- Low volatility compared to historical levels, indicating potential for further gains
Primary Risks:
- High IV premium suggesting market expectations may be too optimistic
- Beta above average, indicating higher risk compared to the broader market
Investment Thesis: United Rentals (URI) is a strong industrial stock with bullish momentum and low volatility. The company's recent news headlines have been positive, driving up sentiment and potential for further gains.
Recent News Sentiment Impact: Positive news headlines from recent weeks have contributed to URI's upward trend, indicating that the market is responding positively to the company's developments.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Neutral
Support/Resistance Levels:
- SMA 20: $1067.74 (support)
- EMA 12: $1084.24 (resistance)
- Upper Bollinger Band: $1140.69 (resistance)
Momentum Signals:
- RSI interpretation: Neutral (64.34) - not overbought or oversold
- MACD signal: Bullish (crossover above signal line)
- Bollinger Bands position: Squeeze - indicating potential for further price movement
Volume Analysis:
- Volume SMA 20: 577402.35 (indicating increasing volume support)
- On-Balance Volume (OBV): 13889994.34 (indicating strong buying pressure)
- Volume Rate of Change: 31.50% (indicating moderate volume growth)
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news headlines from recent weeks, highlighting URI's performance and potential for further gains.
Sentiment Assessment: Aggregate sentiment is positive, with a majority of headlines indicating favorable developments.
Catalyst Identification:
- No immediate catalysts identified, but upcoming earnings announcement may provide additional insights.
Market Narrative: The market narrative suggests that URI is responding positively to its recent news headlines, driving up sentiment and potential for further gains.
Risk & Volatility Assessment
Risk Assessment: Beta: 1.11 (above average), suggesting higher risk compared to the broader market. Volatility Regime: Historical volatility: HV20 38.1%, indicating above-average historical volatility. IV Rank: 77.4% (high), indicating historically high IV premium.
Downside Protection: Support levels are present at SMA 20 ($1067.74) and EMA 12 ($1084.24).
Market Context & Positioning
Sector Performance: URI is outperforming the broader market, with a strong sector performance.
Institutional Activity: Increasing volume support from institutions, indicating growing interest in the stock.
Correlation Analysis: High correlation with the broader market (0.33), suggesting URI may continue to follow market trends.
Relative Valuation: Position within trading range, with potential for further gains if market momentum continues.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $1067.74 (support)
- EMA 12: $1084.24 (resistance)
Breakout/Breakdown Levels:
- Upper Bollinger Band: $1140.69 (breakout level)
Time-Sensitive Catalysts:
- Upcoming earnings announcement may provide additional insights.
Risk Management: Stop-loss levels at SMA 20 ($1067.74) and EMA 12 ($1084.24), with position sizing considerations based on market conditions.
Conclusion
URI's strong technical momentum, positive news sentiment, and low volatility suggest a bullish outlook. However, the high IV premium and beta above average indicate higher risk compared to the broader market. Risk management is crucial, with stop-loss levels set at SMA 20 ($1067.74) and EMA 12 ($1084.24). The upcoming earnings announcement may provide additional insights into URI's performance and potential for further gains.
Generated
News
All URI news →
Operational efficiency gains are offsetting cost inflation, underpinning the company's ability to sustain margin expansion.
Large-scale project demand lifts profitability and margins to record levels.
Showing 1–10 of 15
Page 1 of 2
Earnings History
13 of 24 under expected move
Avg Expected Move
5.68%
Avg Actual Move
6.19%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-27 | After-Close | 6.48% | 7.32% | 1.13x | Exceeded |
| 2021-04-28 | After-Close | 5.00% | 0.76% | 0.15x | Within |
| 2021-07-28 | After-Close | 4.73% | 1.05% | 0.22x | Within |
| 2021-10-27 | After-Close | 4.52% | 5.65% | 1.25x | Exceeded |
| 2022-01-26 | After-Close | 5.84% | 3.91% | 0.67x | Within |
| 2022-04-27 | After-Close | 5.75% | 2.87% | 0.50x | Within |
| 2022-07-27 | After-Close | 4.78% | 6.13% | 1.28x | Exceeded |
| 2022-10-26 | After-Close | 4.76% | 0.79% | 0.17x | Within |
| 2023-01-25 | After-Close | 4.75% | 9.94% | 2.09x | Exceeded |
| 2023-04-26 | After-Close | 5.79% | 4.63% | 0.80x | Within |
| 2023-07-26 | After-Close | 4.99% | 0.87% | 0.17x | Within |
| 2023-10-25 | After-Close | 5.54% | 1.16% | 0.21x | Within |
| 2024-01-24 | After-Close | 5.71% | 12.96% | 2.27x | Exceeded |
| 2024-04-24 | After-Close | 5.57% | 5.45% | 0.98x | Within |
| 2024-07-24 | After-Close | 5.75% | 5.37% | 0.93x | Within |
| 2024-10-23 | After-Close | 6.92% | 1.10% | 0.16x | Within |
| 2025-01-29 | After-Close | 5.68% | 2.07% | 0.36x | Within |
| 2025-04-23 | After-Close | 5.94% | 9.87% | 1.66x | Exceeded |
| 2025-07-23 | After-Close | 5.15% | 8.96% | 1.74x | Exceeded |
| 2025-10-22 | After-Close | 5.44% | 7.79% | 1.43x | Exceeded |
| 2026-01-28 | After-Close | 6.38% | 12.86% | 2.02x | Exceeded |
| 2026-04-22 | After-Close | 5.69% | 22.92% | 4.03x | Exceeded |
| 2026-07-22 | After-Close | 7.52% | 10.11% | 1.34x | Exceeded |
| 2026-10-21 | After-Close | 7.68% | 3.93% | 0.51x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
URI Options Activity & IV Rank
URI IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 36.4%
7-DTE IV: 46.5%
Expected Move: $91.80
7-DTE Move: $61.40
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 374
Put Volume: 265
P/C Volume: 0.709
NEUTRAL
Call OI: 868
Put OI: 1,195
P/C OI: 1.377
Total OI: 2,063
ATM Options Pricing
ATM Call: $46.60
ATM Put: $45.20
Call %: 4.2%
Put %: 4.1%
Chain Summary
Chain Volume: 9,568
Chain OI: 28,466
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 82nd percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
82%
vs own history
GEX tilt
+0.41
OI-weighted, today
Vanna tilt
+0.46
δ-sensitivity to IV
Charm tilt
-0.59
δ-decay vs time
Vanna tilt +0.46: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.59: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 174 ATM contracts, 9k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
74%
+9.8
pts
EXTREME
as of Oct 22 · ATM 43.1% / Wing 52.8%
30 DTE / 10d
95%
+11.3
pts
EXTREME
as of Oct 22 · ATM 36.9% / Wing 48.1%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)37.5MediumOct 22
IV Rank (30 DTE)31.0MediumOct 22
Straddle Price (30 DTE)$91.80Oct 22
Beta Analysis
Risk Metrics
Beta: 0.9403
Alpha: 7.19%
Correlation: 0.2742
R-Squared: 7.5%
Stock Volatility: 43.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own URI
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Rockefeller Capital Management Family office Rockefeller family | $110.6M | #112 of 4729 | +2.6% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $72.5M | #451 of 3716 | +3.5% | 13F | |
| Markel Group Holding company Tom Gayner | $35.3M | #71 of 130 | 0.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $31.7M | #127 of 997 | +169.9% | 13F | |
| Citadel Hedge fund Ken Griffin | $30.6M | #918 of 6285 | -74.7% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
URI Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 63,634,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
38 filers$1.17B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $315.28M | 26.90% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $200.52M | 17.11% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $165.86M | 14.15% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $120.20M | 10.26% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $65.03M | 5.55% | 2025-09-30 |
| 6 | HSBC Holdings plc Custodian | $59.36M | 5.06% | 2026-06-30 |
| 7 | Walleye Trading LLC | $57.44M | 4.90% | 2026-06-30 |
| 8 | PEAK6 LLC | $33.31M | 2.84% | 2026-06-30 |
| 9 | UBS Group AG Custodian | $25.15M | 2.15% | 2026-06-30 |
| 10 | BNP Paribas Financial Markets Custodian | $14.61M | 1.25% | 2026-06-30 |
| 11 | Allianz Asset Management GmbH | $14.61M | 1.25% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $11.56M | 0.99% | 2026-06-30 |
| 13 | Twin Tree Management, LP | $11.22M | 0.96% | 2026-06-30 |
| 14 | Millennium Management LLC Custodian | $11.10M | 0.95% | 2026-06-30 |
| 15 | Goldman Sachs Group Inc Custodian | $9.63M | 0.82% | 2026-06-30 |
| 16 | Verition Fund Management LLC | $5.89M | 0.50% | 2026-06-30 |
| 17 | Citigroup Inc. Custodian | $5.66M | 0.48% | 2026-06-30 |
| 18 | D. E. Shaw & Co., Inc. Custodian | $5.66M | 0.48% | 2026-06-30 |
| 19 | Rokos Capital Management LLP | $5.44M | 0.46% | 2026-06-30 |
| 20 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | $4.64M | 0.40% | 2026-06-30 |
| 21 | Balyasny Asset Management L.P. | $4.30M | 0.37% | 2026-06-30 |
| 22 | Cubist Systematic Strategies, LLC | $3.15M | 0.27% | 2025-09-30 |
| 23 | TUDOR INVESTMENT CORP ET AL | $2.95M | 0.25% | 2026-06-30 |
| 24 | SG Americas Securities, LLC | $2.93M | 0.25% | 2026-06-30 |
| 25 | Point72 Asset Management, L.P. | $2.61M | 0.22% | 2026-06-30 |
38 filers$1.14B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $281.41M | 24.70% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $156.23M | 13.71% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $145.35M | 12.76% | 2026-06-30 |
| 4 | UBS Group AG Custodian | $144.10M | 12.65% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $133.11M | 11.68% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $53.14M | 4.66% | 2025-09-30 |
| 7 | Millennium Management LLC Custodian | $40.78M | 3.58% | 2026-06-30 |
| 8 | BNP Paribas Financial Markets Custodian | $38.07M | 3.34% | 2026-06-30 |
| 9 | Wells Fargo & Company Custodian | $18.81M | 1.65% | 2026-06-30 |
| 10 | Allianz Asset Management GmbH | $16.31M | 1.43% | 2026-06-30 |
| 11 | Goldman Sachs Group Inc Custodian | $15.97M | 1.40% | 2026-06-30 |
| 12 | HSBC Holdings plc Custodian | $13.22M | 1.16% | 2026-06-30 |
| 13 | SCOPUS ASSET MANAGEMENT, L.P. | $11.33M | 0.99% | 2026-06-30 |
| 14 | Citigroup Inc. Custodian | $9.06M | 0.80% | 2026-06-30 |
| 15 | Simplex Trading, LLC Custodian | $8.16M | 0.72% | 2026-06-30 |
| 16 | JPMorgan Chase & Co Custodian | $5.61M | 0.49% | 2026-06-30 |
| 17 | Walleye Trading LLC | $5.55M | 0.49% | 2026-06-30 |
| 18 | Rokos Capital Management LLP | $5.44M | 0.48% | 2026-06-30 |
| 19 | Barclays PLC Custodian | $4.98M | 0.44% | 2026-06-30 |
| 20 | Balyasny Asset Management L.P. | $4.98M | 0.44% | 2026-06-30 |
| 21 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | $4.64M | 0.41% | 2026-06-30 |
| 22 | Twin Tree Management, LP | $4.08M | 0.36% | 2026-06-30 |
| 23 | Verition Fund Management LLC | $2.95M | 0.26% | 2026-06-30 |
| 24 | Bank of Montreal Custodian | $2.38M | 0.21% | 2026-06-30 |
| 25 | TUDOR INVESTMENT CORP ET AL | $1.93M | 0.17% | 2026-06-30 |
URI Insider Trading (Form 4)
Latest: 2026-10-01Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Marc A Bruno | Director | Award (A) | +38 | $1000.78 | $38.0K | EDGAR |
| 2026-09-30 | Michael D Durand | EVP, Chief Operating Officer | Tax (F) | −491 | $1014.54 | -$498.8K | EDGAR |
| 2026-07-24 | William E. Grace | EVP, CFO | Sell (S) | −1,500 | $1133.15 | -$1.70M | EDGAR |
| 2026-07-01 | Marc A Bruno | Director | Award (A) | +34 | $1132.89 | $38.5K | EDGAR |
| 2026-05-12 | Brandt Julie M Heuer | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Marc A Bruno | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Larry D De Shon | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Kim Harris Jones | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Terri L. Kelly | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Francisco J Lopez-Balboa | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Gracia C Martore | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Shiv Singh | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-12 | Alexander R. Taussig | Director | Award (A) | +203 | $937.00 | $190.2K | EDGAR |
| 2026-05-06 | Gracia C Martore | Director | Disp (D) | −213 | $925.21 | -$197.1K | EDGAR |
| 2026-04-27 | Craig Adam Pintoff | EVP, Chief Admin. Officer | Sell (S) | −2,466 | $963.00 | -$2.37M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
URI Insider Holdings
16 insiders · @ $1111.02
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Matthew John Flannery | President & CEO | 99,980 | $111.08M | -$58.97M | 72 | 2026-04-24 |
| 2 | Craig Adam Pintoff | EVP, Chief Admin. Officer | 14,773 | $16.41M | -$16.51M | 48 | 2026-04-27 |
| 3 | Shiv Singh | Director | 7,803 | $8.67M | $230.3K | 15 | 2026-05-12 |
| 4 | Marc A Bruno | Director | 7,783 | $8.65M | $0 | 36 | 2026-10-01 |
| 5 | Michael D Durand | EVP, Chief Operating Officer | 7,775 | $8.64M | -$3.04M | 18 | 2026-09-30 |
| 6 | Gracia C Martore | Director | 7,242 | $8.05M | $0 | 24 | 2026-05-12 |
| 7 | Terri L. Kelly | Director | 6,990 | $7.77M | -$302.4K | 21 | 2026-05-12 |
| 8 | William E. Grace | EVP, CFO | 6,061 | $6.73M | -$4.35M | 24 | 2026-07-24 |
| 9 | Joli L. Gross | SVP, Chief LGL & Sustain. Off. | 5,737 | $6.37M | -$1.09M | 15 | 2026-04-27 |
| 10 | Kim Harris Jones | Director | 5,291 | $5.88M | $0 | 9 | 2026-05-12 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
URI Board & Officers
As of SEC filings through Oct 1, 2026Directors 11
- Michael Kneeland · listed since Mar 2009
- Shiv Singh · since May 4, 2017
- Gracia C Martore · since Jun 2, 2017
- Marc A Bruno · since May 9, 2018
- Terri L. Kelly · since May 9, 2018
- Kim Harris Jones · since Sep 1, 2018
- Matthew John Flannery · listed since Jan 2020
- Larry D De Shon · since Aug 11, 2021
- Francisco J Lopez-Balboa · since Oct 10, 2022
- Brandt Julie M Heuer · since Jan 17, 2025
- Alexander R. Taussig · since Feb 4, 2026
Officers 7
- Matthew John Flannery · President & CEO · listed since Jan 2020
- William E. Grace · EVP, CFO · listed since Nov 2022
- Michael D Durand · EVP, Chief Operating Officer · since Sep 29, 2023
- Craig Adam Pintoff · EVP, Chief Admin. Officer · listed since Jan 2022
- Joli L. Gross · SVP, Chief LGL & Sustain. Off. · listed since Mar 2024
- Andrew B. Limoges · VP, Controller · since Oct 12, 2018
- Anthony S. Leopold · SVP · since May 31, 2023
Changes in the last 10 years (42)
| Feb 4, 2026 | Alexander R. Taussig became a director |
| Jan 17, 2025 | Brandt Julie M Heuer became a director |
| Mar 11, 2024 | Joli L. Gross listed as SVP, Chief LGL & Sustain. Off. (previously SVP, General Counsel) in SEC filings |
| Sep 29, 2023 | Michael D Durand became EVP, Chief Operating Officer |
| Aug 28, 2023 | The company announced the departure of Dale A Asplund as EVP, Chief Operating Officer in an SEC filing |
| May 31, 2023 | Joli L. Gross became SVP, General Counsel |
| May 31, 2023 | Anthony S. Leopold became SVP |
| Nov 7, 2022 | William E. Grace listed as EVP, CFO (previously VP, Interim CFO) in SEC filings |
| Oct 10, 2022 | Francisco J Lopez-Balboa became a director |
| Aug 1, 2022 | Jessica Graziano reported in an SEC filing no longer being EVP, CFO |
| Jul 29, 2022 | William E. Grace became VP, Interim CFO |
| Jul 5, 2022 | Jeffrey J Fenton reported in an SEC filing no longer being SVP, Business Development |
| Jan 28, 2022 | Craig Adam Pintoff listed as EVP, Chief Admin. Officer (previously EVP, Chief Admin. & Legal Off.) in SEC filings |
| Nov 9, 2021 | The company announced the departure of Donald C Roof from the board in an SEC filing |
| Aug 11, 2021 | Larry D De Shon became a director |
| Jan 31, 2020 | Matthew John Flannery listed as President & CEO (previously President & COO) in SEC filings |
| Jan 31, 2020 | Matthew John Flannery first listed as a director in an SEC filing |
| May 13, 2019 | Michael Kneeland no longer listed as Chief Executive Officer in SEC filings |
| May 10, 2019 | Paul I. McDonnell listed as EVP, Chief Commercial Officer (previously EVP, Sales & Specialty Ops) in SEC filings |
| May 10, 2019 | Dale A Asplund listed as EVP, Chief Operating Officer (previously EVP, Business Services & CIO) in SEC filings |
| Nov 5, 2018 | Paul I. McDonnell became EVP, Sales & Specialty Ops |
| Oct 16, 2018 | Jessica Graziano listed as EVP, CFO (previously SVP, Controller) in SEC filings |
| Oct 12, 2018 | Andrew B. Limoges became VP, Controller |
| Sep 1, 2018 | Kim Harris Jones became a director |
| May 9, 2018 | Terri L. Kelly became a director |
| May 9, 2018 | Marc A Bruno became a director |
| Mar 13, 2018 | Michael Kneeland listed as Chief Executive Officer (previously President and CEO) in SEC filings |
| Mar 13, 2018 | Matthew John Flannery listed as President & COO (previously EVP & Chief Operating Officer) in SEC filings |
| Jan 23, 2018 | Jeffrey J Fenton listed as SVP, Business Development (previously Sr. VP, Business Development) in SEC filings |
| Jan 23, 2018 | Dale A Asplund listed as EVP, Business Services & CIO (previously Exec. V.P., Bus. Services, CIO) in SEC filings |
| Dec 4, 2017 | Jessica Graziano listed as SVP, Controller (previously Sr. Vice President, Controller) in SEC filings |
| Nov 8, 2017 | Matthew John Flannery listed as EVP & Chief Operating Officer (previously Exec.VP and COO) in SEC filings |
| Sep 15, 2017 | William B Plummer listed as EVP & Chief Financial Officer (previously Exec. VP and CFO) in SEC filings |
| Jun 2, 2017 | Gracia C Martore became a director |
| May 4, 2017 | Shiv Singh became a director |
| Mar 13, 2017 | Craig Adam Pintoff listed as EVP, Chief Admin. & Legal Off. (previously Sr. VP - General Counsel & HR) in SEC filings |
| Mar 8, 2017 | Jessica Graziano listed as Sr. Vice President, Controller (previously Vice President, Controller) in SEC filings |
| Mar 7, 2017 | Dale A Asplund listed as Exec. V.P., Bus. Services, CIO (previously SVP - Business Services & CIO) in SEC filings |
| Jan 25, 2017 | William B Plummer listed as Exec. VP and CFO (previously Executive Vice President & CFO) in SEC filings |
| Jan 25, 2017 | Jeffrey J Fenton listed as Sr. VP, Business Development (previously Sr. V.P., Business Development) in SEC filings |
| Jan 25, 2017 | Craig Adam Pintoff listed as Sr. VP - General Counsel & HR (previously SVP-Gen. Counsel & HR) in SEC filings |
| Dec 9, 2016 | Craig Adam Pintoff listed as SVP-Gen. Counsel & HR (previously Sr. V.P,, Gen. Counsel & H.R.) in SEC filings |
Not reported recently (11)
- Bobby J Griffin · Last reported as a director in an SEC filing dated May 13, 2024
- Jose B Alvarez · Last reported as a director in an SEC filing dated May 8, 2023
- Filippo Passerini · Last reported as a director in an SEC filing dated May 25, 2021
- Paul I. McDonnell · Last reported as EVP, Chief Commercial Officer in an SEC filing dated Mar 12, 2020
- Jason D Papastavrou · Last reported as a director in an SEC filing dated Nov 7, 2019
- Jenne K Britell · Last reported as a director in an SEC filing dated Oct 23, 2018
- William B Plummer · Last reported as EVP & Chief Financial Officer in an SEC filing dated Mar 13, 2018
- Singleton B McAllister · Last reported as a director in an SEC filing dated Dec 13, 2017
- Brian McAuley · Last reported as a director in an SEC filing dated Feb 3, 2017
- John S McKinney · Last reported as a director in an SEC filing dated Dec 2, 2016
- Lawrence Keith Wimbush · Last reported as a director in an SEC filing dated Nov 10, 2016
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
URI Proposed Insider Sales (Form 144)
Latest: 2026-07-24
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $1.7M notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
WILLIAM GRACE (1, $1.7M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-24 | WILLIAM GRACE | Officer | 1,500 | $1.70M | 2026-07-24 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-04-27 | JOLI LYN GROSS | Officer | 306 | $292.2K | 2026-04-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-04-27 | CRAIG A PINTOFF | Officer | 2,466 | $2.37M | 2026-04-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-04-24 | ANDREW LIMOGES | Officer | 548 | $535.9K | 2026-04-24 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-04-24 | MATTHEW JOHN FLANNERY | Officer, Director | 22,768 | $22.43M | 2026-04-24 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-02-03 | WILLIAM GRACE | Officer | 1,498 | $1.18M | 2026-02-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-02-02 | MICHAEL DUANE DURAND | Officer | 2,490 | $1.97M | 2026-02-02 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-23 | BOBBY GRIFFIN | Director | 22,500 | $15.75M | 2025-05-23 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-13 | JOLI LYN GROSS | Officer | 345 | $250.1K | 2025-05-13 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-12 | ANDREW LIMOGES | Officer | 708 | $499.8K | 2025-05-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001193125-26-214719 | EDGAR |
| 2026-04-22 | 0001067701-26-000018 | EDGAR |
| 2026-02-10 | 0001193125-26-044873 | EDGAR |
| 2026-02-04 | 0001193125-26-036751 | EDGAR |
| 2026-01-28 | 0001067701-26-000009 | EDGAR |
| 2025-12-01 | 0001104659-25-117306 | EDGAR |
| 2025-11-24 | 0001104659-25-115181 | EDGAR |
| 2025-10-22 | 0001067701-25-000041 | EDGAR |
| 2025-08-07 | 0001104659-25-075201 | EDGAR |
| 2025-07-23 | 0001628280-25-035758 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-01-28 | 0001067701-26-000007 | EDGAR |
| 2025-01-29 | 0001067701-25-000008 | EDGAR |
| 2024-01-24 | 0001067701-24-000007 | EDGAR |
| 2023-01-25 | 0001067701-23-000010 | EDGAR |
| 2022-01-26 | 0001067701-22-000008 | EDGAR |
| 2021-01-27 | 0001067701-21-000008 | EDGAR |
| 2020-01-29 | 0001067701-20-000008 | EDGAR |
| 2019-01-23 | 0001067701-19-000007 | EDGAR |
| 2018-01-24 | 0001067701-18-000006 | EDGAR |
| 2017-01-25 | 0001067701-17-000006 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-22 | 0001067701-26-000016 | EDGAR |
| 2025-10-22 | 0001067701-25-000039 | EDGAR |
| 2025-07-23 | 0001628280-25-035756 | EDGAR |
| 2025-04-23 | 0001067701-25-000017 | EDGAR |
| 2024-10-23 | 0001067701-24-000037 | EDGAR |
| 2024-07-24 | 0001067701-24-000028 | EDGAR |
| 2024-04-24 | 0001067701-24-000016 | EDGAR |
| 2023-10-25 | 0001067701-23-000041 | EDGAR |
| 2023-07-26 | 0001067701-23-000032 | EDGAR |
| 2023-04-26 | 0001067701-23-000020 | EDGAR |
ETF Holders
315 ETFs hold URI
25 shown · $10.43B total exposure · 0.14% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.09% | $2.0B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.09% | $1.6B | — | 2026-09-30 |
| 3 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.62% | $1.3B | — | 2026-09-30 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.10% | $883.3M | $878.4B | 2026-10-21 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.10% | $816.4M | $820.7B | 2026-10-21 |
| 6 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.24% | $593.4M | — | 2026-09-30 |
| 7 | PAVE Global X U.S. Infrastructure Development ETF | Global X | 3.24% | $437.0M | — | 2026-10-22 |
| 8 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 1.06% | $388.9M | — | 2026-09-30 |
| 9 | XLI State Street® Industrial Select Sector SPDR® ETF | SPDR (State Street) | 1.24% | $382.8M | $30.8B | 2026-10-21 |
| 10 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.49% | $279.4M | $57.2B | 2026-10-21 |
| 11 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.21% | $204.1M | — | 2026-10-21 |
| 12 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.10% | $183.6M | $184.5B | 2026-10-21 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.19% | $172.0M | — | 2026-10-21 |
| 14 | DUHP Dimensional US High Profitability ETF | Dimensional | 0.86% | $166.4M | — | 2026-10-21 |
| 15 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 0.22% | $133.9M | — | 2026-05-31 |
| 16 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.14% | $114.8M | $84.8B | 2026-10-21 |
| 17 | IFRA iShares U.S. Infrastructure ETF | iShares (BlackRock) | 2.64% | $105.7M | $4.0B | 2026-10-21 |
| 18 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.45% | $86.6M | $18.7B | 2026-10-21 |
| 19 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.09% | $86.2M | $96.2B | 2026-10-21 |
| 20 | VIS Vanguard Industrials ETF | Vanguard | 0.94% | $80.7M | — | 2026-09-30 |
| 21 | IVW iShares S&P 500 Growth ETF | iShares (BlackRock) | 0.10% | $79.5M | $75.8B | 2026-10-21 |
| 22 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.50% | $78.1M | $15.7B | 2026-10-21 |
| 23 | VLUE iShares MSCI USA Value Factor ETF | iShares (BlackRock) | 0.80% | $73.9M | $9.2B | 2026-10-21 |
| 24 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.10% | $73.4M | — | 2026-09-30 |
| 25 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.15% | $68.2M | — | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
26.70
TTM Diluted EPS
$41.61
TTM Revenue
$16.83B
TTM Net Income
$2.64B
TTM Op. Cash Flow
$5.74B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $4.41B | $753.00M | $12.03 | $1.79B |
| Q1 '26 | 2026-03-31 | $3.98B | $531.00M | $8.43 | $1.51B |
| Q4 '25 | 2025-12-31 | $4.21B | $653.00M | $10.24 | $1.26B |
| Q3 '25 | 2025-09-30 | $4.23B | $701.00M | $10.91 | $1.18B |
| Q2 '25 | 2025-06-30 | $3.94B | $622.00M | $9.59 | $1.33B |
| Q1 '25 | 2025-03-31 | $3.72B | $518.00M | $7.91 | $1.43B |
| Q4 '24 | 2024-12-31 | $4.09B | $689.00M | $10.44 | $1.05B |
| Q3 '24 | 2024-09-30 | $3.99B | $708.00M | $10.70 | $1.20B |
| Q2 '24 | 2024-06-30 | $3.77B | $636.00M | $9.54 | $1.26B |
| Q1 '24 | 2024-03-31 | $3.48B | $542.00M | $8.04 | $1.03B |
| Q4 '23 | 2023-12-31 | $3.73B | $679.00M | $9.98 | $1.41B |
| Q3 '23 | 2023-09-30 | $3.77B | $703.00M | $10.29 | $1.06B |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-22
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
26.70
P/B
7.66
P/S
4.20
EV/EBITDA
11.18
EV/Sales
4.95
ROE
28.6%
ROA
8.4%
Div Yield
0.72%
FCF Yield
8.12%
Debt/Equity
1.38
Current Ratio
—
Market Cap
$70.70B
as of 2026-10-22
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
1.41M
SI % of Float
2.27%
Days to Cover
2.59
Short Vol Ratio
62.5%
Free Float
61.96M
Float %
99.5%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-24