United Rentals, Inc. (NYSE:URI) Receives $970.76 Average PT from Analysts

Shares of United Rentals, Inc. (NYSE:URI) have received a consensus recommendation of “Moderate Buy” from the eighteen brokerages that are presently covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, three have given a hold recommendation, twelve have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year target price among analysts that have updated their coverage on the stock in the last year is $933.8235.

URI has been the subject of several recent analyst reports. Sanford C. Bernstein set a $965.00 price objective on shares of United Rentals in a research report on Friday. Robert W. Baird set a $970.00 price target on United Rentals in a research note on Friday. Truist Financial set a $972.00 price target on United Rentals in a report on Friday. Barclays reduced their price objective on United Rentals from $620.00 to $600.00 and set an “underweight” rating on the stock in a research note on Monday, October 20th. Finally, Wells Fargo & Company boosted their target price on United Rentals from $995.00 to $1,071.00 and gave the stock an “overweight” rating in a research note on Friday, January 23rd.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Aventura Private Wealth LLC bought a new stake in United Rentals during the 4th quarter worth $27,000. Loomis Sayles & Co. L P acquired a new stake in shares of United Rentals during the second quarter valued at about $28,000. Salomon & Ludwin LLC boosted its stake in shares of United Rentals by 650.0% during the third quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock valued at $29,000 after purchasing an additional 26 shares in the last quarter. Abich Financial Wealth Management LLC bought a new stake in shares of United Rentals during the third quarter worth about $29,000. Finally, Cedar Mountain Advisors LLC acquired a new position in shares of United Rentals in the third quarter valued at approximately $32,000. 96.26% of the stock is currently owned by institutional investors and hedge funds.

Key United Rentals News

Here are the key news stories impacting United Rentals this week:

• Positive Sentiment: Board authorizes a $5.0 billion share repurchase program (about 8.7% of shares) and announced plans to return roughly $2 billion to shareholders, a sign management thinks the stock is undervalued. United Rentals Announces Fourth Quarter and Full-Year1 2025 Results…
• Positive Sentiment: Quarterly dividend raised ~10% to $1.97 (annualized yield ~1.0%), supporting cash-return narrative alongside the buyback. United Rentals’ Q4 Earnings & Revenues Miss, Dividend Hiked by 10%
• Neutral Sentiment: Updated FY2026 revenue guidance range of $16.8B–$17.3B lines up with consensus at the midpoint but leaves room for variability; investors will watch execution and margin trajectory. Here’s What Key Metrics Tell Us About United Rentals (URI) Q4 Earnings
• Neutral Sentiment: JPMorgan trimmed its price target from $1,150 to $970 but kept an Overweight rating — a cut that tempers enthusiasm but still implies meaningful upside from current levels. Benzinga
• Negative Sentiment: Q4 EPS of $11.09 missed estimates (~$11.8) and revenue slightly trailed expectations; investors sold on the results and margin concerns. Why United Rentals Stock Is Plummeting Today
• Negative Sentiment: Coverage commentary and press pieces highlight the stock’s near-term drop (Fool: “plunged by nearly 15% this week”) as investors digest weaker-than-expected quarter and margin commentary. Why United Rentals Stock Plunged by Nearly 15% This Week
• Negative Sentiment: Company disclosed a new Technology-category risk around expanding AI integration, raising strategic and regulatory risk considerations for the business. United Rentals Faces Heightened Strategic and Regulatory Risks as AI Integration Expands

United Rentals Price Performance

NYSE:URI opened at $781.00 on Friday. The firm’s 50-day simple moving average is $849.61 and its 200 day simple moving average is $887.91. United Rentals has a 52 week low of $525.91 and a 52 week high of $1,021.47. The firm has a market cap of $49.20 billion, a price-to-earnings ratio of 20.19, a P/E/G ratio of 1.64 and a beta of 1.69. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.84 and a current ratio of 0.94.

United Rentals (NYSE:URI) last announced its earnings results on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing the consensus estimate of $11.86 by ($0.77). United Rentals had a return on equity of 30.35% and a net margin of 15.49%.The business had revenue of $4.21 billion for the quarter, compared to the consensus estimate of $4.24 billion. During the same period in the prior year, the business posted $11.59 earnings per share. The firm’s revenue for the quarter was up 2.8% compared to the same quarter last year. As a group, sell-side analysts predict that United Rentals will post 44.8 earnings per share for the current year.

United Rentals Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be given a dividend of $1.97 per share. The ex-dividend date is Wednesday, February 11th. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio is currently 18.51%.

United Rentals declared that its Board of Directors has approved a stock buyback plan on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the construction company to buy up to 8.7% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

About United Rentals

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.