United Rentals (NYSE:URI) Announces Quarterly Earnings Results

United Rentals (NYSE:URI) released its earnings results on Tuesday. The construction company reported $12.76 EPS for the quarter, beating the consensus estimate of $11.53 by $1.23, FiscalAI reports. United Rentals had a net margin of 15.32% and a return on equity of 30.56%. The firm had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.22 billion. During the same quarter last year, the company earned $10.47 EPS. United Rentals’s quarterly revenue was up 11.8% on a year-over-year basis.

United Rentals Price Performance

URI opened at $1,034.28 on Thursday. The stock has a fifty day moving average of $1,045.86 and a 200-day moving average of $915.44. The firm has a market capitalization of $64.80 billion, a P/E ratio of 26.38, a PEG ratio of 1.62 and a beta of 1.79. United Rentals has a 12-month low of $701.59 and a 12-month high of $1,143.69. The company has a quick ratio of 0.74, a current ratio of 0.80 and a debt-to-equity ratio of 1.37.

United Rentals Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be paid a dividend of $1.97 per share. This represents a $7.88 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Wednesday, August 12th. United Rentals’s payout ratio is 20.10%.

United Rentals News Roundup

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

• Positive Sentiment: United Rentals reported record Q2 results, with adjusted EPS of $12.76 topping estimates and revenue of $4.41 billion also beating Wall Street expectations. United Rentals (URI) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company said second-quarter results were records for revenue, rental revenue, EPS, and adjusted EBITDA, suggesting healthy demand in its core equipment-rental business. United Rentals jumps after record Q2 results and higher 2026 guidance
• Positive Sentiment: Management raised full-year 2026 guidance, lifting revenue expectations to $17.5 billion-$17.8 billion and increasing adjusted EBITDA guidance, which reinforces optimism about the company’s growth outlook. United Rentals raises full-year outlook after Q2 earnings top estimates
• Positive Sentiment: The company also announced a quarterly dividend of $1.97 per share, signaling continued shareholder returns.
• Neutral Sentiment: Analysts have recently reiterated mixed views on URI, including a recent sell rating from Barclays, though broader price-target data remains above the current trading range. Barclays Gives a Sell Rating to United Rentals (URI)

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. Royal Bank Of Canada boosted their target price on United Rentals from $1,041.00 to $1,119.00 and gave the stock an “outperform” rating in a report on Friday, April 24th. Bank of America boosted their price objective on United Rentals from $1,020.00 to $1,195.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Barclays raised their target price on United Rentals from $600.00 to $715.00 and gave the company an “underweight” rating in a research note on Friday, April 24th. Weiss Ratings cut shares of United Rentals from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, July 9th. Finally, UBS Group increased their target price on shares of United Rentals from $1,145.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday, July 1st. Fourteen analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, United Rentals presently has an average rating of “Moderate Buy” and a consensus target price of $1,140.00.

Insiders Place Their Bets

In other news, CEO Matthew John Flannery sold 22,768 shares of United Rentals stock in a transaction on Friday, April 24th. The stock was sold at an average price of $984.98, for a total transaction of $22,426,024.64. Following the transaction, the chief executive officer owned 99,980 shares in the company, valued at approximately $98,478,300.40. The trade was a 18.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Craig Adam Pintoff sold 2,466 shares of the company’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $963.00, for a total value of $2,374,758.00. Following the transaction, the executive vice president directly owned 14,774 shares in the company, valued at $14,227,362. The trade was a 14.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 26,088 shares of company stock worth $25,628,877. 0.47% of the stock is owned by corporate insiders.

Institutional Trading of United Rentals

A number of hedge funds have recently made changes to their positions in URI. Quarry LP raised its position in shares of United Rentals by 183.8% in the fourth quarter. Quarry LP now owns 210 shares of the construction company’s stock valued at $170,000 after purchasing an additional 136 shares during the period. Greenline Wealth Management LLC bought a new stake in shares of United Rentals during the 4th quarter worth $120,000. Davis R M Inc. grew its stake in United Rentals by 9.2% in the 4th quarter. Davis R M Inc. now owns 261 shares of the construction company’s stock valued at $211,000 after buying an additional 22 shares during the last quarter. Kelleher Financial Advisors bought a new position in United Rentals in the 3rd quarter worth $76,000. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its position in United Rentals by 38.5% during the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 90 shares of the construction company’s stock worth $86,000 after acquiring an additional 25 shares during the last quarter. 96.26% of the stock is owned by hedge funds and other institutional investors.

United Rentals Company Profile

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.