United Rentals (NYSE:URI) Stock Lifted to Strong-Buy by Zacks Research

Zacks Research upgraded shares of United Rentals (NYSE:URI) from a hold rating to a strong-buy rating in a report issued on Thursday morning,Zacks reports.

Several other research analysts have also recently commented on URI. 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 report on Friday, July 24th. Morgan Stanley boosted their price target on shares of United Rentals from $1,335.00 to $1,350.00 and gave the stock an “overweight” rating in a research report on Friday. Truist Financial increased their price objective on shares of United Rentals from $1,395.00 to $1,450.00 and gave the stock a “buy” rating in a research note on Friday. BNP Paribas Exane upgraded shares of United Rentals from a “neutral” rating to an “outperform” rating and set a $1,320.00 price objective for the company in a research note on Monday, June 29th. Finally, Royal Bank Of Canada raised their price objective on United Rentals from $1,323.00 to $1,392.00 and gave the company an “outperform” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $1,288.19.

United Rentals Stock Down 0.9%

NYSE:URI opened at $1,100.81 on Thursday. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.70 and a current ratio of 0.80. The company has a market cap of $68.16 billion, a PE ratio of 24.19, a PEG ratio of 1.61 and a beta of 1.83. United Rentals has a 52-week low of $701.59 and a 52-week high of $1,179.18. The stock has a 50-day simple moving average of $1,042.68 and a 200 day simple moving average of $1,021.42.

United Rentals (NYSE:URI) last released its earnings results on Wednesday, October 21st. The construction company reported $15.55 EPS for the quarter, beating the consensus estimate of $13.97 by $1.58. The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.71 billion. United Rentals had a return on equity of 33.47% and a net margin of 16.33%. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $11.70 EPS. On average, sell-side analysts expect that United Rentals will post 49.30 EPS for the current fiscal year.

United Rentals Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 25th. Shareholders of record on Wednesday, November 11th will be paid a $1.97 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $7.88 dividend on an annualized basis and a yield of 0.7%. United Rentals’s dividend payout ratio (DPR) is currently 18.92%.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. AMF Tjanstepension AB increased its holdings in United Rentals by 23.5% during the third quarter. AMF Tjanstepension AB now owns 103,345 shares of the construction company’s stock worth $103,426,000 after buying an additional 19,647 shares during the last quarter. SBI Securities Co. Ltd. increased its stake in shares of United Rentals by 3.1% during the 3rd quarter. SBI Securities Co. Ltd. now owns 331 shares of the construction company’s stock worth $331,000 after purchasing an additional 10 shares during the last quarter. Capstone Capital Management Ltd bought a new stake in shares of United Rentals in the 3rd quarter worth approximately $429,000. V Square Quantitative Management LLC raised its holdings in shares of United Rentals by 3.7% in the 3rd quarter. V Square Quantitative Management LLC now owns 1,806 shares of the construction company’s stock worth $1,807,000 after purchasing an additional 65 shares during the period. Finally, Central Pacific Bank Trust Division raised its holdings in shares of United Rentals by 117.5% in the 3rd quarter. Central Pacific Bank Trust Division now owns 1,242 shares of the construction company’s stock worth $1,243,000 after purchasing an additional 671 shares during the period. 96.26% of the stock is currently owned by institutional investors and hedge funds.

Key United Rentals News

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

• Positive Sentiment: Record quarter and higher outlook: United Rentals reported third-quarter revenue of approximately $4.9 billion, up 16% year over year, while earnings of $15.55 per share exceeded consensus expectations. Specialty-rental revenue rose 35%, and the company raised full-year 2026 revenue guidance to $18.0 billion-$18.2 billion from the prior outlook, above the roughly $17.8 billion consensus. United Rentals Tops Q3 Earnings & Revenue Estimates, Raises 2026 View
• Positive Sentiment: Analyst and shareholder support: Zacks added URI to its Rank #1, or “Strong Buy,” list. Institutional positioning was mixed but included sizable additions from JPMorgan Chase and other investors, suggesting continued long-term interest.
• Neutral Sentiment: Capital returns remain supportive: The company declared a quarterly dividend of $1.97 per share and continues to execute its previously announced share-repurchase program. The dividend’s low yield limits its impact as an immediate valuation catalyst.
• Negative Sentiment: Downgrade pressures valuation: A recent analyst move from overweight to neutral lowered the price target to $1,170 from $1,235. The downgrade indicates that analysts see less near-term upside after URI’s strong run, even though operating results remain solid. United Rentals Falls as Analyst Downgrade Appears to Pressure Shares
• Negative Sentiment: Acquisition concerns: Analysts believe the pool of large general-equipment rental targets is shrinking after years of industry consolidation. That could reduce an important avenue for United Rentals’ future expansion and make its ambitious longer-term growth plans harder to achieve.
• Negative Sentiment: Insider selling adds caution: Company insiders recorded five open-market sales during the past six months and no purchases. While such sales can be routine, the pattern may reinforce investor concerns after the stock’s significant appreciation.

United Rentals Company Profile

United Rentals, Inc is an equipment rental company serving construction, industrial, infrastructure, utilities, government and other commercial customers. The company provides access to equipment and related services through a network of rental locations, helping customers manage projects without purchasing and maintaining all of the equipment they need.

Its rental fleet includes aerial work platforms, earthmoving equipment, material-handling equipment, general construction tools, trucks and trailers, and light-duty equipment.