United Rentals (NYSE:URI) Price Target Raised to $1,100.00 at Robert W. Baird

Key Points

• Robert W. Baird raised its price target on United Rentals to $1,100 from $970 while maintaining an "outperform" rating, implying roughly an 11.35% upside from the prior close.
• United Rentals reported Q1 EPS of $9.71 (vs. $11.47 expected) and revenue of $3.99B (vs. $4.20B expected), but revenue rose 7.2% year‑over‑year and management raised FY2026 guidance while authorizing a $5.0 billion share‑repurchase and returning $500M in the quarter.
• Analysts hold a consensus "Moderate Buy" with a $922.53 target, yet the stock trades near its 12‑month high with a rich P/E and recent insider sales, highlighting valuation and execution risks.

United Rentals (NYSE:URI - Get Free Report) had its price objective upped by equities research analysts at Robert W. Baird from $970.00 to $1,100.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an "outperform" rating on the construction company's stock. Robert W. Baird's price objective would suggest a potential upside of 11.35% from the company's previous close.

Other equities analysts also recently issued research reports about the stock. Truist Financial set a $972.00 target price on shares of United Rentals in a research note on Friday, January 30th. JPMorgan Chase & Co. reduced their target price on shares of United Rentals from $970.00 to $850.00 and set an "overweight" rating for the company in a research note on Friday, April 10th. Weiss Ratings reiterated a "hold (c+)" rating on shares of United Rentals in a research note on Monday. Sanford C. Bernstein set a $903.00 target price on shares of United Rentals and gave the stock an "outperform" rating in a research note on Thursday, April 9th. Finally, UBS Group upgraded shares of United Rentals from a "neutral" rating to a "buy" rating and set a $1,025.00 target price for the company in a research note on Sunday, January 4th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, United Rentals currently has a consensus rating of "Moderate Buy" and a consensus target price of $922.53.

United Rentals Price Performance

Shares of NYSE URI opened at $987.92 on Friday. The stock has a fifty day simple moving average of $793.30 and a two-hundred day simple moving average of $842.73. United Rentals has a 1-year low of $605.43 and a 1-year high of $1,021.47. The firm has a market cap of $62.13 billion, a price-to-earnings ratio of 25.20, a price-to-earnings-growth ratio of 1.30 and a beta of 1.68. The company has a current ratio of 0.94, a quick ratio of 0.88 and a debt-to-equity ratio of 1.41.

United Rentals (NYSE:URI - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The construction company reported $9.71 earnings per share for the quarter, missing the consensus estimate of $11.47 by ($1.76). United Rentals had a net margin of 15.32% and a return on equity of 30.53%. The firm had revenue of $3.99 billion for the quarter, compared to the consensus estimate of $4.20 billion. During the same period last year, the company posted $8.86 earnings per share. United Rentals's revenue for the quarter was up 7.2% on a year-over-year basis. Analysts anticipate that United Rentals will post 46.6 earnings per share for the current year.

United Rentals declared that its Board of Directors has approved a stock repurchase plan on Wednesday, January 28th that permits the company to buyback $5.00 billion in shares. This buyback authorization permits the construction company to reacquire up to 8.7% of its shares through open market purchases. Shares buyback plans are usually an indication that the company's management believes its shares are undervalued.

Insider Activity at United Rentals

In related news, EVP William E. Grace sold 1,498 shares of the business's stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total transaction of $1,184,753.22. Following the completion of the transaction, the executive vice president owned 6,872 shares of the company's stock, valued at approximately $5,434,996.08. The trade was a 17.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Michael D. Durand sold 2,490 shares of the business's stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $791.14, for a total transaction of $1,969,938.60. Following the transaction, the executive vice president directly owned 7,458 shares of the company's stock, valued at approximately $5,900,322.12. This represents a 25.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.47% of the stock is currently owned by insiders.

Hedge Funds Weigh In On United Rentals

Several hedge funds have recently bought and sold shares of URI. Aventura Private Wealth LLC purchased a new position in United Rentals during the fourth quarter valued at approximately $27,000. Core Wealth Advisors LLC purchased a new position in United Rentals during the fourth quarter valued at approximately $28,000. MV Capital Management Inc. bought a new stake in United Rentals during the fourth quarter valued at approximately $28,000. Salomon & Ludwin LLC lifted its position in United Rentals by 650.0% during the third quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company's stock valued at $29,000 after purchasing an additional 26 shares during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new stake in United Rentals during the third quarter valued at approximately $29,000. Hedge funds and other institutional investors own 96.26% of the company's stock.

United Rentals News Roundup

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

• Positive Sentiment: Record Q1 results and stronger revenue — United Rentals reported robust Q1 results (rental revenue and total revenue growth, fleet productivity gains) that beat several estimates and produced record quarterly performance, which underpins the rally. Zacks: Q1 Earnings & Revenues Beat
• Positive Sentiment: Raised FY2026 outlook — Management increased full‑year revenue guidance to $16.9B–$17.4B and raised adjusted EBITDA guidance, signaling confidence in demand that supports higher forward earnings expectations. MarketWatch: Raises FY2026 Guidance
• Positive Sentiment: Big capital returns — United Rentals returned $500M in the quarter (buybacks + dividends) and announced execution of a new $5.0B share‑repurchase authorization, which is a meaningful driver of EPS accretion and buyback‑driven demand. QuiverQuant: Returns & Repurchase Authorization
• Positive Sentiment: Management tone and investor confidence — The earnings call highlighted confident growth plans and management reiterated strong end‑market demand across construction and industrial segments, reinforcing the upbeat guidance. TipRanks: Earnings Call Signals Confident Growth
• Neutral Sentiment: Investor visibility — Full earnings call transcript and slide deck provide detail for analysts to refine models; this transparency helps but outcomes depend on execution vs. raised guidance. Seeking Alpha: Q1 Earnings Call Transcript
• Neutral Sentiment: Index attention — Coverage noting United Rentals gaining spotlight in the Russell 1000 could increase passive and active flows, but the timing/size of those flows is uncertain. Kalkine: Russell 1000 Spotlight
• Negative Sentiment: Valuation and positioning risk — URI is trading near its 12‑month high with a P/E that reflects elevated expectations; a large pop increases risk of profit‑taking if execution slips. Motley Fool: Why Stock Jumped
• Negative Sentiment: Insider sales and mixed metrics — Recent insider sales and some headline metrics (GAAP vs. adjusted EPS, and differing consensus comparisons across outlets) give contrarian investors reasons to scrutinize the quality of the beat. QuiverQuant: Insider Activity & Analysis

About United Rentals

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.

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