United Rentals (NYSE:URI) Upgraded at Zacks Research

United Rentals (NYSE:URI) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report issued on Thursday, Zacks reports.

URI has been the topic of several other research reports. Morgan Stanley boosted their target price on United Rentals from $1,335.00 to $1,350.00 and gave the company an “overweight” rating in a research report on Friday. Bank of America reiterated a “buy” rating on shares of United Rentals in a report on Thursday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of United Rentals in a research report on Wednesday. JPMorgan Chase & Co. restated a “neutral” rating and issued a $1,170.00 target price (down from $1,235.00) on shares of United Rentals in a research note on Thursday, September 10th. Finally, Royal Bank Of Canada increased their price objective on shares of United Rentals from $1,323.00 to $1,392.00 and gave the company an “outperform” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, United Rentals has a consensus rating of “Moderate Buy” and a consensus price target of $1,288.19.

United Rentals Trading Down 0.9%

United Rentals stock opened at $1,100.81 on Thursday. United Rentals has a 1 year low of $701.59 and a 1 year high of $1,179.18. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.80 and a quick ratio of 0.70. The firm’s 50 day moving average price is $1,042.68 and its 200-day moving average price is $1,021.42. The stock has a market cap of $68.16 billion, a P/E ratio of 24.19, a PEG ratio of 1.61 and a beta of 1.83.

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

Institutional Trading of United Rentals

A number of hedge funds have recently added to or reduced their stakes in URI. BlackRock Inc. acquired a new position in United Rentals during the second quarter worth $5,816,326,000. Bank of America Corp DE purchased a new position in shares of United Rentals during the 2nd quarter worth $944,196,000. The Manufacturers Life Insurance Company purchased a new position in shares of United Rentals during the 2nd quarter worth approximately $716,129,000. Bank of New York Mellon Corp purchased a new stake in shares of United Rentals in the 2nd quarter valued at $412,860,000. Finally, Legal & General Group Plc acquired a new stake in shares of United Rentals during the second quarter worth about $411,896,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about United Rentals

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.

About United Rentals

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.