United Rentals, Inc. (NYSE:URI) Announces Dividend Increase – $1.97 Per Share

United Rentals, Inc. (NYSE:URI) announced a quarterly dividend on Wednesday, January 28th. Stockholders of record on Wednesday, February 11th will be given a dividend of 1.97 per share by the construction company on Wednesday, February 25th. This represents a c) dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Wednesday, February 11th. This is a 10.1% increase from United Rentals’s previous quarterly dividend of $1.79.

United Rentals has a dividend payout ratio of 15.0% indicating that its dividend is sufficiently covered by earnings. Research analysts expect United Rentals to earn $49.11 per share next year, which means the company should continue to be able to cover its $7.16 annual dividend with an expected future payout ratio of 14.6%.

United Rentals Trading Down 14.7%

NYSE:URI traded down $132.74 on Thursday, reaching $770.45. The company’s stock had a trading volume of 939,533 shares, compared to its average volume of 616,493. The stock has a 50 day moving average price of $849.72 and a 200 day moving average price of $888.21. United Rentals has a 12-month low of $525.91 and a 12-month high of $1,021.47. The firm has a market cap of $49.02 billion, a price-to-earnings ratio of 19.90, a price-to-earnings-growth ratio of 1.89 and a beta of 1.69. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.40.

United Rentals (NYSE:URI) last posted its quarterly earnings results on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing the consensus estimate of $11.86 by ($0.77). United Rentals had a return on equity of 31.30% and a net margin of 15.83%.The business had revenue of $4.21 billion during the quarter, compared to analyst estimates of $4.24 billion. During the same quarter last year, the firm earned $11.59 EPS. The business’s revenue was up 2.8% on a year-over-year basis. On average, equities analysts anticipate that United Rentals will post 44.8 EPS for the current fiscal year.

More United Rentals News

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

• Positive Sentiment: Board authorized a $5.0 billion share repurchase program (up to ~8.7% of shares), which supports buyback-driven EPS accretion and signals confidence from management. RTT News – Stock Buybacks
• Positive Sentiment: Board raised the quarterly cash dividend 10% to $1.97/share (payable Feb 25; ex-div Feb 11), a shareholder-friendly action that increases yield and signals cash-flow strength. Business Wire – United Rentals Increases Quarterly Cash Dividend
• Positive Sentiment: Company reported record fourth-quarter and full-year 2025 results and set its 2026 outlook, demonstrating underlying business strength despite this quarter’s misses. TipRanks – United Rentals Posts Record 2025 Results
• Neutral Sentiment: FY‑2026 revenue guidance was issued at roughly $16.8B–$17.3B (consensus ~ $17.1B); the range is effectively in-line to slightly below consensus depending on the midpoint — a mixed signal for growth visibility. Zacks – Here’s What Key Metrics Tell Us About United Rentals Q4 Earnings
• Neutral Sentiment: Analyst previews and metric deep-dives circulated ahead/after the print; they provide context but contained no major surprise beyond the misses described below. Benzinga – United Rentals Earnings Preview
• Negative Sentiment: Q4 EPS of $11.09 missed consensus (~$11.86) and revenue of $4.21B missed estimates (~$4.24B). The EPS and revenue misses (even though revenue rose modestly YoY) are the primary catalyst for investor selling. Seeking Alpha – United Rentals falls after Q4 earnings and revenue miss amid record year
• Negative Sentiment: Market reaction amplified the move (heavy volume and headlines citing the misses), outweighing positive capital-return actions in the near term. MSN – United Rentals misses Q4 sales expectations, stock drops

United Rentals Company Profile

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.