New England Research & Management Boosts Stake in United Rentals

Investment firm increases holdings in construction equipment rental company by 13.4%

Mar. 22, 2026 at 9:37am

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New England Research & Management Inc. has increased its stake in United Rentals, Inc. (NYSE:URI) by 13.4% in the fourth quarter, according to a recent SEC filing. The investment firm now owns 8,816 shares of the construction company's stock, valued at $7.14 million, making it the 4th largest holding in its portfolio.

Why it matters

United Rentals is a leading provider of construction equipment rentals in the United States, serving a wide range of customers across the construction, industrial, commercial, and municipal sectors. The increase in New England Research & Management's stake suggests the firm sees continued growth potential in United Rentals' business model and market position.

The details

According to the filing, New England Research & Management added 1,040 shares of United Rentals to its portfolio during the fourth quarter. This brings the firm's total holdings in the company to 8,816 shares, or approximately 3.1% of its total investment portfolio. United Rentals' stock price has seen significant volatility over the past year, trading between a 52-week low of $525.91 and a high of $1,021.47.

  • New England Research & Management increased its stake in United Rentals during the fourth quarter of 2025.

The players

New England Research & Management Inc.

An investment management firm based in New England that oversees a portfolio of stocks, bonds, and other securities.

United Rentals, Inc.

A leading equipment rental company headquartered in Stamford, Connecticut that provides a wide range of construction, industrial, and specialty equipment to customers across the United States.

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The takeaway

The increase in New England Research & Management's stake in United Rentals suggests the investment firm sees continued growth potential in the construction equipment rental market, which could signal broader confidence in the construction industry's outlook.