United Rentals (URI) – Research Analysts’ Recent Ratings Changes

A number of research firms have changed their ratings and price targets for United Rentals (NYSE: URI):

• 5/4/2026 – United Rentals was downgraded by Weiss Ratings from “hold (c+)” to “hold (c)”.
• 4/24/2026 – United Rentals had its price target raised by Barclays PLC from $600.00 to $715.00. They now have an “underweight” rating on the stock.
• 4/24/2026 – United Rentals had its price target raised by Citigroup Inc. from $950.00 to $1,130.00. They now have a “buy” rating on the stock.
• 4/24/2026 – United Rentals was given a new $1,209.00 price target by Truist Financial Corporation.
• 4/24/2026 – United Rentals had its “overweight” rating reaffirmed by Morgan Stanley. They now have a $1,030.00 price target on the stock.
• 4/24/2026 – United Rentals had its price target raised by Royal Bank Of Canada from $1,041.00 to $1,119.00. They now have an “outperform” rating on the stock.
• 4/24/2026 – United Rentals had its price target raised by KeyCorp from $950.00 to $1,150.00. They now have an “overweight” rating on the stock.
• 4/24/2026 – United Rentals had its price target raised by JPMorgan Chase & Co. from $850.00 to $1,050.00. They now have an “overweight” rating on the stock.
• 4/24/2026 – United Rentals had its price target raised by Robert W. Baird from $970.00 to $1,100.00. They now have an “outperform” rating on the stock.
• 4/20/2026 – United Rentals had its “hold (c+)” rating reaffirmed by Weiss Ratings.
• 4/10/2026 – United Rentals had its price target lowered by JPMorgan Chase & Co. from $970.00 to $850.00. They now have an “overweight” rating on the stock.
• 4/9/2026 – United Rentals was given a new $903.00 price target by Sanford C. Bernstein. They now have an “outperform” rating on the stock.

United Rentals Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th will be issued a $1.97 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $7.88 annualized dividend and a yield of 0.8%. United Rentals’s dividend payout ratio is 20.10%.

Insider Transactions at United Rentals

In other news, SVP Joli L. Gross sold 306 shares of the firm’s stock in a transaction on Monday, April 27th. The stock was sold at an average price of $954.99, for a total value of $292,226.94. Following the completion of the transaction, the senior vice president owned 5,738 shares in the company, valued at $5,479,732.62. This trade represents a 5.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Craig Adam Pintoff sold 2,466 shares of the business’s stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $963.00, for a total transaction of $2,374,758.00. Following the completion of the sale, the executive vice president owned 14,774 shares in the company, valued at $14,227,362. This represents a 14.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 26,088 shares of company stock worth $25,628,877 over the last ninety days. 0.47% of the stock is currently owned by company insiders.

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.