United Rentals (NYSE:URI) Declares Share Buyback Program

United Rentals (NYSE:URI) announced that its Board of Directors has approved a share repurchase plan on Wednesday, January 28th, RTT News reports. The company plans to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the construction company to reacquire up to 8.7% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its shares are undervalued.

United Rentals Trading Down 0.5%

Shares of NYSE URI traded down $4.41 during midday trading on Wednesday, hitting $903.04. The stock had a trading volume of 611,756 shares, compared to its average volume of 527,971. The company has a market capitalization of $57.46 billion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.89 and a beta of 1.69. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.40. United Rentals has a 1-year low of $525.91 and a 1-year high of $1,021.47. The company has a fifty day moving average price of $849.72 and a 200 day moving average price of $888.21.

United Rentals (NYSE:URI) last issued its earnings results on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77). United Rentals had a net margin of 15.83% and a return on equity of 31.30%. The business had revenue of $4.21 billion during the quarter, compared to analysts’ expectations of $4.24 billion. During the same period in the prior year, the business posted $11.59 EPS. The business’s revenue was up 2.8% on a year-over-year basis. On average, analysts predict that United Rentals will post 44.8 earnings per share for the current year.

Analysts Set New Price Targets

URI has been the topic of a number of analyst reports. UBS Group upgraded shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 target price on the stock in a research report on Sunday, January 4th. Citigroup raised their price objective on United Rentals from $950.00 to $1,090.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Truist Financial lowered their price objective on United Rentals from $1,169.00 to $1,045.00 and set a “buy” rating for the company in a research report on Thursday, December 18th. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. Finally, Wells Fargo & Company raised their price target 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. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $970.76.

Trending Headlines about United Rentals

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

• Positive Sentiment: Board raised the quarterly cash dividend 10% to $1.97 per share (payable Feb. 25), signaling strong free cash flow and shareholder return commitment. United Rentals Increases Quarterly Cash Dividend
• Positive Sentiment: Company reported record fourth-quarter and full-year 2025 results and provided a 2026 outlook, which supports the investment case that the underlying business remains sizable and profitable. United Rentals Posts Record 2025 Results, Sets 2026 Outlook
• Neutral Sentiment: Company issued FY-2026 revenue guidance of $16.8B–$17.3B (consensus ~$17.1B). The range overlaps the Street estimate but skews conservative at the low end; EPS guidance was not clearly disclosed in the release.
• Neutral Sentiment: Analyst previews and metric breakdowns from Zacks, Seeking Alpha and others highlighted mixed operational signals (rental growth vs. equipment utilization and mix) that will shape full-year expectations. Here’s What Key Metrics Tell Us About United Rentals (URI) Q4 Earnings
• Negative Sentiment: Q4 results missed expectations: EPS $11.09 vs. consensus ~ $11.86–$11.90 and revenue $4.21B vs. ~$4.24B. EPS also declined vs. prior-year $11.59, which likely pressured the stock on the earnings print. United Rentals (URI) Q4 Earnings and Revenues Lag Estimates

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.