United Rentals (NYSE:URI) Price Target Cut to $970.00 by Analysts at JPMorgan Chase & Co.

United Rentals (NYSE:URI) had its price objective cut by JPMorgan Chase & Co. from $1,150.00 to $970.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the construction company’s stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 24.20% from the company’s previous close.

Several other analysts also recently issued reports on the company. Barclays cut their price target on United Rentals from $620.00 to $600.00 and set an “underweight” rating on the stock in a report on Monday, October 20th. Weiss Ratings restated a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. Citigroup boosted their target price on shares of United Rentals from $950.00 to $1,090.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Sanford C. Bernstein set a $965.00 price objective on United Rentals in a research report on Friday. Finally, KeyCorp set a $950.00 target price on United Rentals in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has given 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 price target of $933.82.

United Rentals Stock Down 0.8%

Shares of United Rentals stock traded down $6.04 during trading on Friday, reaching $781.00. The company had a trading volume of 800,281 shares, compared to its average volume of 718,802. The company has a market cap of $49.70 billion, a price-to-earnings ratio of 20.19, a price-to-earnings-growth ratio of 1.88 and a beta of 1.69. United Rentals has a fifty-two week low of $525.91 and a fifty-two week high of $1,021.47. The firm’s fifty day moving average is $850.02 and its 200-day moving average is $887.49. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.84 and a current ratio of 0.90.

United Rentals (NYSE:URI) last issued 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). The firm had revenue of $4.21 billion during the quarter, compared to analyst estimates of $4.24 billion. United Rentals had a return on equity of 30.38% and a net margin of 15.49%.United Rentals’s revenue was up 2.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $11.59 EPS. On average, analysts anticipate that United Rentals will post 44.8 EPS for the current year.

United Rentals declared that its board has initiated a stock buyback plan on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to reacquire up to 8.7% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Hedge Funds Weigh In On United Rentals

A number of institutional investors have recently bought and sold shares of URI. Aventura Private Wealth LLC acquired a new position 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 2nd quarter worth approximately $28,000. Salomon & Ludwin LLC boosted its stake in United Rentals by 650.0% during the third quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock worth $29,000 after buying an additional 26 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new stake in shares of United Rentals during the 3rd quarter valued at about $29,000. Finally, Cedar Mountain Advisors LLC bought a new stake in shares of United Rentals in the 3rd quarter valued at approximately $32,000. Hedge funds and other institutional investors own 96.26% of the company’s stock.

Key Stories Impacting United Rentals

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

• Positive Sentiment: Board authorized a large share buyback — a $5.0 billion repurchase program (up to ~8.7% of shares), signaling management thinks the stock is undervalued and supporting EPS. Article Title
• Positive Sentiment: Dividend hiked 10% to $1.97 quarterly, increasing cash return to shareholders and showing confidence in cash flow. Article Title
• Neutral Sentiment: Company reported a record 2025 and issued FY?2026 revenue guidance of $16.8B–$17.3B (consensus ~$17.1B), which broadly keeps expectations intact but leaves limited upside vs. estimates. Article Title
• Negative Sentiment: Q4 results missed estimates: EPS $11.09 vs. consensus ~$11.86 and revenue $4.21B vs. ~$4.24B — the miss and slightly lower margins drove near-term selling pressure. Article Title
• Negative Sentiment: Company disclosed a new Technology risk tied to expanding AI integration — heightening strategic and regulatory uncertainty that could raise costs or compliance risk over time. 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.