Zacks Research Reduces Earnings Estimates for United Rentals

United Rentals, Inc. (NYSE:URI) – Investment analysts at Zacks Research decreased their Q3 2026 earnings per share estimates for shares of United Rentals in a report released on Wednesday, February 19th. Zacks Research analyst R. Department now forecasts that the construction company will post earnings of $13.00 per share for the quarter, down from their previous estimate of $13.18. The consensus estimate for United Rentals’ current full-year earnings is $44.80 per share. Zacks Research also issued estimates for United Rentals’ FY2026 earnings at $49.02 EPS.

United Rentals (NYSE:URI) last posted its quarterly earnings data on Wednesday, January 29th. The construction company reported $11.59 earnings per share for the quarter, missing the consensus estimate of $11.65 by ($0.06). United Rentals had a return on equity of 34.21% and a net margin of 16.78%.

Several other equities analysts have also recently commented on the stock. Evercore ISI cut their target price on shares of United Rentals from $1,004.00 to $974.00 and set an “outperform” rating for the company in a research note on Wednesday, February 19th. Morgan Stanley cut their price objective on shares of United Rentals from $775.00 to $765.00 and set an “equal weight” rating for the company in a research report on Monday, February 3rd. Argus upped their price target on United Rentals from $840.00 to $880.00 and gave the company a “buy” rating in a report on Wednesday, November 20th. Truist Financial reissued a “buy” rating and set a $956.00 price objective (down previously from $963.00) on shares of United Rentals in a report on Friday, January 31st. Finally, JPMorgan Chase & Co. upped their target price on United Rentals from $940.00 to $1,000.00 and gave the company an “overweight” rating in a research note on Friday, January 31st. One analyst has rated the stock with a sell rating, four have assigned a hold rating and nine have given a buy rating to the company’s stock. According to MarketBeat.com, United Rentals presently has a consensus rating of “Moderate Buy” and a consensus target price of $829.00.

United Rentals Stock Down 5.5 %

Shares of URI stock opened at $656.42 on Monday. The firm has a market cap of $42.87 billion, a PE ratio of 16.94, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. United Rentals has a 12 month low of $596.48 and a 12 month high of $896.98. The stock has a 50 day moving average of $731.32 and a 200-day moving average of $770.71. The company has a quick ratio of 0.92, a current ratio of 0.98 and a debt-to-equity ratio of 1.42.

Institutional Investors Weigh In On United Rentals

Several large investors have recently made changes to their positions in the company. Norges Bank bought a new stake in United Rentals during the fourth quarter worth about $695,716,000. Leigh Baldwin & CO. LLC bought a new stake in United Rentals during the 4th quarter worth approximately $330,989,000. Capital World Investors grew its position in United Rentals by 17.1% during the 4th quarter. Capital World Investors now owns 2,221,228 shares of the construction company’s stock worth $1,564,722,000 after acquiring an additional 323,636 shares during the last quarter. Capital International Investors grew its position in United Rentals by 41.0% during the 4th quarter. Capital International Investors now owns 1,051,365 shares of the construction company’s stock worth $740,624,000 after acquiring an additional 305,491 shares during the last quarter. Finally, Marshall Wace LLP grew its position in United Rentals by 105.6% during the 4th quarter. Marshall Wace LLP now owns 546,165 shares of the construction company’s stock worth $384,740,000 after acquiring an additional 280,502 shares during the last quarter. Institutional investors own 96.26% of the company’s stock.

United Rentals Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, February 26th. Shareholders of record on Wednesday, February 12th will be given a $1.79 dividend. This represents a $7.16 dividend on an annualized basis and a yield of 1.09%. This is a boost from United Rentals’s previous quarterly dividend of $1.63. The ex-dividend date of this dividend is Wednesday, February 12th. United Rentals’s dividend payout ratio is 18.48%.

About United Rentals

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.