United Rentals (NYSE:URI) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

United Rentals (NYSE:URI) had its price target boosted by equities researchers at JPMorgan Chase & Co. from $1,100.00 to $1,235.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the construction company’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 8.35% from the company’s previous close.

A number of other brokerages have also issued reports on URI. Royal Bank Of Canada raised their target price on shares of United Rentals from $1,041.00 to $1,119.00 and gave the stock an “outperform” rating in a research report on Friday, April 24th. Sanford C. Bernstein set a $903.00 price target on shares of United Rentals and gave the stock an “outperform” rating in a research note on Thursday, April 9th. Evercore reissued an “outperform” rating and set a $1,101.00 price objective on shares of United Rentals in a research report on Monday, May 11th. Citigroup lifted their price objective on shares of United Rentals from $1,270.00 to $1,330.00 and gave the company a “buy” rating in a research note on Friday. Finally, Barclays increased their target price on shares of United Rentals from $715.00 to $950.00 and gave the stock an “underweight” rating in a research note on Friday. Fourteen equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,226.50.

United Rentals Stock Performance

Shares of NYSE URI traded up $0.07 during trading hours on Friday, reaching $1,139.78. The stock had a trading volume of 199,613 shares, compared to its average volume of 599,124. The firm has a market cap of $71.41 billion, a price-to-earnings ratio of 27.38, a PEG ratio of 1.65 and a beta of 1.79. The company has a current ratio of 0.80, a quick ratio of 0.74 and a debt-to-equity ratio of 1.37. United Rentals has a fifty-two week low of $701.59 and a fifty-two week high of $1,177.67. The firm has a 50-day moving average of $1,049.29 and a 200-day moving average of $917.54.

United Rentals (NYSE:URI) last released its quarterly earnings results on Tuesday, July 21st. The construction company reported $12.76 EPS for the quarter, topping the consensus estimate of $11.53 by $1.23. The company had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.22 billion. United Rentals had a return on equity of 31.93% and a net margin of 15.67%.The firm’s revenue was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $10.47 earnings per share. Equities research analysts predict that United Rentals will post 46.85 earnings per share for the current year.

Insider Activity

In related news, EVP Craig Adam Pintoff sold 2,466 shares of the firm’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 14,774 shares in the company, valued at $14,227,362. This trade represents a 14.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Joli L. Gross sold 306 shares of United Rentals stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $954.99, for a total value of $292,226.94. Following the completion of the sale, the senior vice president directly owned 5,738 shares in the company, valued at $5,479,732.62. This represents a 5.06% decrease in their position. The SEC filing for this sale provides additional information. 0.47% of the stock is owned by insiders.

Institutional Trading of United Rentals

Several hedge funds have recently modified their holdings of URI. Cardinal Capital Management Inc. lifted its holdings in United Rentals by 11.6% in the second quarter. Cardinal Capital Management Inc. now owns 49,644 shares of the construction company’s stock valued at $56,241,000 after acquiring an additional 5,142 shares during the period. Diversified Management Inc. purchased a new position in shares of United Rentals in the 2nd quarter valued at about $294,000. Generali Investments Management Co LLC increased its holdings in shares of United Rentals by 70.3% in the 2nd quarter. Generali Investments Management Co LLC now owns 264 shares of the construction company’s stock valued at $299,000 after purchasing an additional 109 shares in the last quarter. E. Ohman J or Asset Management AB lifted its stake in shares of United Rentals by 7.2% in the second quarter. E. Ohman J or Asset Management AB now owns 3,038 shares of the construction company’s stock valued at $3,442,000 after purchasing an additional 205 shares during the period. Finally, Redhawk Wealth Advisors Inc. acquired a new stake in shares of United Rentals in the second quarter valued at about $2,171,000. 96.26% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: United Rentals reported record Q2 2026 results, including EPS of $12.76 and revenue of $4.41 billion, both above Wall Street expectations. Article Title
• Positive Sentiment: The company raised its 2026 outlook, citing strong project demand, record utilization, and specialty growth, which suggests momentum may continue into the second half of the year. Article Title
• Positive Sentiment: Citigroup raised its price target on URI to $1,330 and reiterated a buy rating, adding to the bullish analyst sentiment after earnings. Article Title
• Positive Sentiment: Bank of America also lifted its price target to $1,300 and maintained a buy rating, reinforcing expectations for further upside. Article Title
• Neutral Sentiment: United Rentals announced a quarterly dividend of $1.97 per share, which is supportive for income investors but is not the main driver of the stock’s move. Article Title

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.