United Rentals (NYSE:URI) Announces Earnings Results, Beats Expectations By $1.23 EPS

United Rentals (NYSE:URI) posted its quarterly earnings data on Tuesday. The construction company reported $12.76 EPS for the quarter, beating analysts’ consensus estimates of $11.53 by $1.23, FiscalAI reports. United Rentals had a return on equity of 30.56% and a net margin of 15.32%.The company had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.22 billion. During the same quarter in the prior year, the business earned $10.47 earnings per share. United Rentals’s revenue for the quarter was up 11.8% compared to the same quarter last year.

United Rentals Stock Performance

URI opened at $1,034.28 on Thursday. The company has a fifty day moving average of $1,045.86 and a 200 day moving average of $915.44. United Rentals has a fifty-two week low of $701.59 and a fifty-two week high of $1,143.69. The stock has a market capitalization of $64.80 billion, a price-to-earnings ratio of 26.38, a PEG ratio of 1.62 and a beta of 1.79. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.74 and a current ratio of 0.80.

United Rentals Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Investors of record on Wednesday, August 12th will be given a dividend of $1.97 per share. The ex-dividend date is Wednesday, August 12th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 0.8%. United Rentals’s dividend payout ratio is currently 20.10%.

Key Stories Impacting United Rentals

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

• Positive Sentiment: United Rentals reported record Q2 results, with adjusted EPS of $12.76 topping estimates and revenue of $4.41 billion also beating Wall Street expectations. United Rentals (URI) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company said second-quarter results were records for revenue, rental revenue, EPS, and adjusted EBITDA, suggesting healthy demand in its core equipment-rental business. United Rentals jumps after record Q2 results and higher 2026 guidance
• Positive Sentiment: Management raised full-year 2026 guidance, lifting revenue expectations to $17.5 billion-$17.8 billion and increasing adjusted EBITDA guidance, which reinforces optimism about the company’s growth outlook. United Rentals raises full-year outlook after Q2 earnings top estimates
• Positive Sentiment: The company also announced a quarterly dividend of $1.97 per share, signaling continued shareholder returns.
• Neutral Sentiment: Analysts have recently reiterated mixed views on URI, including a recent sell rating from Barclays, though broader price-target data remains above the current trading range. Barclays Gives a Sell Rating to United Rentals (URI)

Insider Transactions at United Rentals

In other news, VP Andrew B. Limoges sold 548 shares of United Rentals stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $977.86, for a total value of $535,867.28. Following the sale, the vice president directly owned 1,865 shares of the company’s stock, valued at approximately $1,823,708.90. The trade was a 22.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Joli L. Gross sold 306 shares of the business’s stock in a transaction dated 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 sale, the senior vice president owned 5,738 shares in the company, valued at $5,479,732.62. This represents a 5.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 26,088 shares of company stock worth $25,628,877. 0.47% of the stock is currently owned by company insiders.

Institutional Trading of United Rentals

Several hedge funds have recently modified their holdings of URI. Boston Partners grew its holdings in shares of United Rentals by 4.1% in the third quarter. Boston Partners now owns 744,672 shares of the construction company’s stock valued at $712,228,000 after purchasing an additional 29,422 shares in the last quarter. Invesco Ltd. lifted its position in United Rentals by 0.9% during the third quarter. Invesco Ltd. now owns 649,608 shares of the construction company’s stock valued at $620,155,000 after purchasing an additional 5,497 shares during the last quarter. Charles Schwab Investment Management Inc. grew its stake in shares of United Rentals by 1.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 491,145 shares of the construction company’s stock worth $397,493,000 after buying an additional 8,042 shares in the last quarter. Amundi grew its stake in shares of United Rentals by 19.2% in the 4th quarter. Amundi now owns 376,795 shares of the construction company’s stock worth $304,948,000 after buying an additional 60,771 shares in the last quarter. Finally, Wells Fargo & Company MN increased its holdings in shares of United Rentals by 0.6% in the 4th quarter. Wells Fargo & Company MN now owns 287,645 shares of the construction company’s stock worth $232,797,000 after buying an additional 1,609 shares during the last quarter. 96.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. KeyCorp boosted their price target on United Rentals from $1,150.00 to $1,250.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Bank of America increased their price objective on shares of United Rentals from $1,020.00 to $1,195.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Citigroup raised their price objective on shares of United Rentals from $1,210.00 to $1,270.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Raymond James Financial restated an “outperform” rating and set a $1,275.00 target price on shares of United Rentals in a research report on Wednesday, June 10th. Finally, BNP Paribas Exane raised shares of United Rentals from a “neutral” rating to an “outperform” rating and set a $1,320.00 target price for the company in a report on Monday, June 29th. Fourteen equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, United Rentals presently has a consensus rating of “Moderate Buy” and an average price target of $1,140.00.

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.