United Rentals (NYSE:URI) Upgraded at Zacks Research

United Rentals (NYSE:URI) was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Monday,Zacks.com reports.

A number of other equities analysts have also recently commented on the stock. Wall Street Zen raised shares of United Rentals from a “hold” rating to a “buy” rating in a research note on Saturday. Truist Financial boosted their price objective on shares of United Rentals from $1,421.00 to $1,466.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Weiss Ratings upgraded United Rentals from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, July 23rd. Royal Bank Of Canada raised their price target on United Rentals from $1,041.00 to $1,119.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Finally, UBS Group boosted their price target on shares of United Rentals from $1,300.00 to $1,350.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, United Rentals has an average rating of “Moderate Buy” and a consensus target price of $1,226.50.

United Rentals Trading Down 3.4%

URI stock opened at $1,089.29 on Monday. The firm has a market cap of $67.80 billion, a PE ratio of 26.16, a price-to-earnings-growth ratio of 1.46 and a beta of 1.79. The firm has a fifty day moving average price of $1,059.71 and a 200 day moving average price of $922.42. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.70 and a current ratio of 0.76. United Rentals has a fifty-two week low of $701.59 and a fifty-two week high of $1,177.67.

United Rentals (NYSE:URI) last issued its quarterly earnings data on Tuesday, July 21st. The construction company reported $12.76 EPS for the quarter, topping analysts’ consensus estimates of $11.53 by $1.23. The business had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.22 billion. United Rentals had a net margin of 15.67% and a return on equity of 31.72%. The business’s revenue was up 11.8% on a year-over-year basis. During the same period last year, the company posted $10.47 EPS. Sell-side analysts anticipate that United Rentals will post 48.35 earnings per share for the current fiscal year.

Insider Transactions at United Rentals

In other United Rentals news, EVP William E. Grace sold 1,500 shares of the firm’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $1,133.15, for a total value of $1,699,725.00. Following the completion of the transaction, the executive vice president owned 6,062 shares of the company’s stock, valued at approximately $6,869,155.30. This trade represents a 19.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.47% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of URI. Core Wealth Advisors LLC purchased a new stake in United Rentals in the fourth quarter valued at approximately $28,000. MV Capital Management Inc. purchased a new stake in shares of United Rentals in the 4th quarter valued at $28,000. Laurel Wealth Advisors LLC purchased a new position in shares of United Rentals during the fourth quarter worth $32,000. Fortitude Family Office LLC boosted its holdings in United Rentals by 121.1% in the fourth quarter. Fortitude Family Office LLC now owns 42 shares of the construction company’s stock valued at $34,000 after purchasing an additional 23 shares during the last quarter. Finally, Hilton Head Capital Partners LLC acquired a new stake in United Rentals during the 4th quarter worth about $34,000. 96.26% of the stock is currently owned by hedge funds and other institutional investors.

More United Rentals News

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

• Positive Sentiment: United Rentals posted a record second quarter, with revenue of approximately $4.4 billion, up about 12% year over year. The company benefited from stronger rental activity, better fleet productivity and solid specialty-equipment demand, while raising its 2026 outlook. United Rentals Growth Outlook After a Record-Setting Q2
• Positive Sentiment: Quarterly earnings of $12.76 per share exceeded the $11.53 consensus estimate, and revenue also topped expectations. Analysts have generally maintained bullish views, with several price targets above recent trading levels and a reported average target of $1,226.50. United Rentals Analyst and Earnings Information
• Neutral Sentiment: Zacks has highlighted URI as a high-rated growth and momentum stock following its earnings-fueled rally. However, these rankings largely reinforce existing sentiment rather than provide a new company-specific catalyst. Is URI Stock Worth Buying After Its Strong Earnings-Fueled Rally?
• Negative Sentiment: Executive Vice President William Grace sold 1,500 shares for approximately $1.7 million, reducing his direct holdings by 19.84%. Broader data shows seven insider sales and no purchases over the past six months, potentially signaling profit-taking after URI’s substantial year-to-date advance. United Rentals SEC Insider Filing
• Negative Sentiment: With URI trading near its 52-week high at roughly 26 times earnings, expectations are elevated. Investors may be taking profits or seeking confirmation that construction and industrial rental demand can support the company’s higher 2026 guidance.

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.