Zacks Research Cuts Earnings Estimates for United Rentals

United Rentals, Inc. (NYSE:URI) – Investment analysts at Zacks Research lowered their Q2 2026 earnings per share estimates for United Rentals in a note issued to investors on Wednesday, November 12th. Zacks Research analyst Team now anticipates that the construction company will post earnings per share of $11.65 for the quarter, down from their prior forecast of $11.92. The consensus estimate for United Rentals’ current full-year earnings is $44.80 per share. Zacks Research also issued estimates for United Rentals’ Q3 2026 earnings at $13.09 EPS, Q4 2026 earnings at $13.49 EPS, FY2026 earnings at $47.38 EPS, Q2 2027 earnings at $12.84 EPS and FY2027 earnings at $51.04 EPS.

A number of other analysts have also commented on URI. Weiss Ratings restated a “hold (c+)” rating on shares of United Rentals in a report on Wednesday, October 8th. Barclays lowered their price target on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating on the stock in a research note on Monday, October 20th. Citigroup reissued a “buy” rating on shares of United Rentals in a research report on Thursday, October 23rd. KeyCorp reissued an “overweight” rating on shares of United Rentals in a report on Friday, October 24th. Finally, Bank of America increased their price target on shares of United Rentals from $895.00 to $900.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $975.61.

United Rentals Stock Down 0.4%

Shares of URI stock traded down $3.08 during trading hours on Friday, hitting $840.18. 64,378 shares of the company were exchanged, compared to its average volume of 608,395. The company has a market capitalization of $53.46 billion, a PE ratio of 21.54, a PEG ratio of 1.97 and a beta of 1.73. United Rentals has a 52 week low of $525.91 and a 52 week high of $1,021.47. The business has a 50 day moving average of $934.53 and a two-hundred day moving average of $837.56. The company has a current ratio of 0.90, a quick ratio of 0.84 and a debt-to-equity ratio of 1.40.

United Rentals (NYSE:URI) last posted its earnings results on Wednesday, October 22nd. The construction company reported $11.70 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $12.43 by ($0.73). United Rentals had a return on equity of 31.30% and a net margin of 15.83%.The business had revenue of $4.23 billion for the quarter, compared to the consensus estimate of $4.16 billion. During the same period in the previous year, the company posted $11.80 earnings per share. United Rentals’s revenue for the quarter was up 5.9% compared to the same quarter last year. United Rentals has set its FY 2025 guidance at EPS.

Institutional Trading of United Rentals

Hedge funds have recently added to or reduced their stakes in the company. OVERSEA CHINESE BANKING Corp Ltd acquired a new position in shares of United Rentals in the 2nd quarter valued at approximately $298,000. Vise Technologies Inc. bought a new position in shares of United Rentals in the 2nd quarter valued at $7,514,000. Access Investment Management LLC acquired a new position in United Rentals during the second quarter worth about $24,021,000. Roundview Capital LLC grew its holdings in shares of United Rentals by 9.2% during the 2nd quarter. Roundview Capital LLC now owns 5,909 shares of the construction company’s stock valued at $4,452,000 after purchasing an additional 496 shares during the last quarter. Finally, Callahan Advisors LLC lifted its stake in shares of United Rentals by 2.3% in the 2nd quarter. Callahan Advisors LLC now owns 11,584 shares of the construction company’s stock valued at $8,727,000 after acquiring an additional 264 shares during the last quarter. 96.26% of the stock is owned by institutional investors and hedge funds.

United Rentals Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, November 26th. Investors of record on Wednesday, November 12th will be issued a dividend of $1.79 per share. The ex-dividend date of this dividend is Wednesday, November 12th. This represents a $7.16 annualized dividend and a dividend yield of 0.9%. United Rentals’s payout ratio is presently 18.42%.

United Rentals Company Profile

United Rentals, Inc, through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities.