United Rentals (NYSE:URI) Rating Increased to Strong-Buy at Zacks Research

Zacks Research upgraded shares of United Rentals (NYSE:URI) from a hold rating to a strong-buy rating in a research note published on Monday morning,Zacks.com reports.

Several other research firms have also commented on URI. Sanford C. Bernstein set a $903.00 price objective on shares of United Rentals and gave the company an “outperform” rating in a research note on Thursday, April 9th. Weiss Ratings raised shares of United Rentals from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, July 23rd. Citigroup increased their target price on shares of United Rentals from $1,270.00 to $1,330.00 and gave the stock a “buy” rating in a report on Friday, July 24th. BNP Paribas Exane raised shares of United Rentals from a “neutral” rating to an “outperform” rating and set a $1,320.00 price target for the company in a research report on Monday, June 29th. Finally, Evercore restated an “outperform” rating and issued a $1,101.00 price target on shares of United Rentals in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, United Rentals has a consensus rating of “Moderate Buy” and a consensus target price of $1,226.50.

United Rentals Stock Performance

Shares of United Rentals stock opened at $1,089.29 on Monday. The business has a 50-day moving average of $1,059.71 and a 200 day moving average of $922.42. United Rentals has a 12 month low of $701.59 and a 12 month high of $1,177.67. The stock has a market capitalization of $67.80 billion, a price-to-earnings ratio of 26.16, a price-to-earnings-growth ratio of 1.46 and a beta of 1.79. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.76 and a quick ratio of 0.70.

United Rentals (NYSE:URI) last released its earnings results on Tuesday, July 21st. The construction company reported $12.76 earnings per share for the quarter, beating the consensus estimate of $11.53 by $1.23. The company had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.22 billion. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.United Rentals’s revenue was up 11.8% compared to the same quarter last year. During the same period in the previous year, the company posted $10.47 EPS. As a group, sell-side analysts forecast that United Rentals will post 48.35 earnings per share for the current year.

United Rentals Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be issued a dividend of $1.97 per share. This represents a $7.88 annualized dividend and a yield of 0.7%. The ex-dividend date is Wednesday, August 12th. United Rentals’s payout ratio is 18.92%.

Insider Activity at United Rentals

In other United Rentals news, EVP William E. Grace sold 1,500 shares of the stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $1,133.15, for a total value of $1,699,725.00. Following the sale, the executive vice president directly owned 6,062 shares of the company’s stock, valued at approximately $6,869,155.30. This represents a 19.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Corporate insiders own 0.47% of the company’s stock.

Hedge Funds Weigh In On United Rentals

Several large investors have recently bought and sold shares of the business. Core Wealth Advisors LLC purchased a new stake in United Rentals during the 4th quarter worth about $28,000. MV Capital Management Inc. purchased a new position in shares of United Rentals in the 4th quarter valued at about $28,000. Laurel Wealth Advisors LLC purchased a new position in shares of United Rentals in the 4th quarter valued at about $32,000. Fortitude Family Office LLC raised its position in shares of United Rentals by 121.1% during the 4th quarter. Fortitude Family Office LLC now owns 42 shares of the construction company’s stock worth $34,000 after acquiring an additional 23 shares in the last quarter. Finally, Hilton Head Capital Partners LLC acquired a new stake in shares of United Rentals during the 4th quarter worth about $34,000. Hedge funds and other institutional investors own 96.26% of the company’s stock.

Trending Headlines about United Rentals

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

• Positive Sentiment: United Rentals posted a record second quarter, with revenue of approximately $4.4 billion, up about 12% year over year. The company benefited from stronger rental activity, better fleet productivity and solid specialty-equipment demand, while raising its 2026 outlook. United Rentals Growth Outlook After a Record-Setting Q2
• Positive Sentiment: Quarterly earnings of $12.76 per share exceeded the $11.53 consensus estimate, and revenue also topped expectations. Analysts have generally maintained bullish views, with several price targets above recent trading levels and a reported average target of $1,226.50. United Rentals Analyst and Earnings Information
• Neutral Sentiment: Zacks has highlighted URI as a high-rated growth and momentum stock following its earnings-fueled rally. However, these rankings largely reinforce existing sentiment rather than provide a new company-specific catalyst. Is URI Stock Worth Buying After Its Strong Earnings-Fueled Rally?
• Negative Sentiment: Executive Vice President William Grace sold 1,500 shares for approximately $1.7 million, reducing his direct holdings by 19.84%. Broader data shows seven insider sales and no purchases over the past six months, potentially signaling profit-taking after URI’s substantial year-to-date advance. United Rentals SEC Insider Filing
• Negative Sentiment: With URI trading near its 52-week high at roughly 26 times earnings, expectations are elevated. Investors may be taking profits or seeking confirmation that construction and industrial rental demand can support the company’s higher 2026 guidance.

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.