Zacks Research Predicts Lower Earnings for United Rentals

United Rentals, Inc. (NYSE:URI) – Equities researchers at Zacks Research cut their Q1 2025 earnings estimates for United Rentals in a research note issued to investors on Wednesday, February 19th. Zacks Research analyst R. Department now expects that the construction company will earn $9.02 per share for the quarter, down from their previous estimate of $9.27. The consensus estimate for United Rentals’ current full-year earnings is $44.93 per share. Zacks Research also issued estimates for United Rentals’ Q2 2025 earnings at $10.91 EPS, Q3 2025 earnings at $12.61 EPS, Q4 2025 earnings at $12.32 EPS, FY2025 earnings at $44.87 EPS, Q1 2026 earnings at $10.35 EPS, Q2 2026 earnings at $12.11 EPS, Q4 2026 earnings at $13.56 EPS and FY2027 earnings at $51.80 EPS.

United Rentals (NYSE:URI) last announced its quarterly earnings data on Wednesday, January 29th. The construction company reported $11.59 earnings per share for the quarter, missing analysts’ consensus estimates 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 research analysts have also recently commented on URI. Truist Financial reaffirmed a “buy” rating and issued a $956.00 target price (down from $963.00) on shares of United Rentals in a research report on Friday, January 31st. Morgan Stanley cut their price objective on shares of United Rentals from $775.00 to $765.00 and set an “equal weight” rating on the stock in a research report on Monday, February 3rd. Argus boosted their price target on United Rentals from $840.00 to $880.00 and gave the company a “buy” rating in a research note on Wednesday, November 20th. Baird R W upgraded United Rentals from a “strong sell” rating to a “hold” rating in a research report on Tuesday, January 14th. Finally, Evercore ISI cut their price objective on United Rentals from $1,004.00 to $974.00 and set an “outperform” rating for the company in a research report on Wednesday. One research 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, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $829.00.

United Rentals Trading Down 5.5 %

NYSE:URI opened at $656.42 on Friday. The firm has a market capitalization of $42.87 billion, a P/E ratio of 16.94, a P/E/G ratio of 1.46 and a beta of 1.68. The company has a fifty day moving average of $731.32 and a 200 day moving average of $769.34. The company has a quick ratio of 0.92, a current ratio of 0.98 and a debt-to-equity ratio of 1.42. United Rentals has a 52 week low of $596.48 and a 52 week high of $896.98.

Institutional Trading of United Rentals

Hedge funds have recently modified their holdings of the company. Baer Investment Advisory LLC bought a new position in shares of United Rentals during the 4th quarter worth approximately $2,243,000. Western Wealth Management LLC lifted its holdings in shares of United Rentals by 12.9% during the 4th quarter. Western Wealth Management LLC now owns 403 shares of the construction company’s stock valued at $284,000 after purchasing an additional 46 shares during the last quarter. Investment Management Corp VA ADV acquired a new stake in shares of United Rentals in the 4th quarter worth $442,000. Vise Technologies Inc. grew its stake in United Rentals by 107.1% during the 4th quarter. Vise Technologies Inc. now owns 4,579 shares of the construction company’s stock worth $3,225,000 after buying an additional 2,368 shares during the last quarter. Finally, City National Bank of Florida MSD acquired a new position in United Rentals during the 4th quarter valued at about $290,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

United Rentals Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, February 26th. Shareholders of record on Wednesday, February 12th will be given a dividend of $1.79 per share. The ex-dividend date is Wednesday, February 12th. This is a positive change from United Rentals’s previous quarterly dividend of $1.63. This represents a $7.16 dividend on an annualized basis and a yield of 1.09%. United Rentals’s 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.