8-K filed Jan 28, 2026
United Rentals authorizes $1.5B for stock buybacks
“The company also announced its full-year 2026 guidance, its intention to repurchase $1.5 billion of common stock in 2026, supported by a new $5 billion share repurchase program, and a 10% increase to its quarterly dividend.”
From United Rentals’s 8-K filed Jan 28, 2026 · read the filing · all documents
How big is it?
United Rentals bought back $1.1B of stock in the twelve months to Sep 30, 2026. At that pace, $1.5B covers about 1.4 years of buybacks.
The amount equals 131% of its free cash flow over the same twelve months ($1.1B).
Its diluted share count is down 3.1% from a year earlier.
An authorization is permission, not a promise: the company can buy less, more slowly, or not at all, and usually doesn't have to say when it buys.
Show as table
| Period | Value |
|---|---|
| Q4 '23 | $264M |
| Q1 '24 | $415M |
| Q2 '24 | $376M |
| Q3 '24 | $377M |
| Q4 '24 | $403M |
| Q1 '25 | $289M |
| Q2 '25 | $431M |
| Q3 '25 | $618M |
| Q4 '25 | $631M |
| Q1 '26 | $421M |
| Q2 '26 | $0 |
| Q3 '26 | $0 |