United Rentals (URI) Expected to Announce Quarterly Earnings on Wednesday

Key Points

• United Rentals is scheduled to report Q1 2026 earnings after the market close on April 22; analysts expect EPS of $11.47 and revenue of $4.1958 billion, with an earnings call set for April 23 at 8:30 AM ET.
• In the prior quarter the company missed estimates (EPS $11.09 vs. $11.86 expected; revenue $4.21B vs. $4.24B expected), but has since raised its quarterly dividend to $1.97 (annualized $7.88, 1.0% yield) and authorized a $5.0 billion share buyback (~8.7% of shares).
• Shares trade near $770.85 with a market cap of $48.5B and a P/E of 19.93; analysts give a consensus rating of “Moderate Buy” with an average price target of about $914.88.

United Rentals (NYSE:URI - Get Free Report) is projected to announce its Q1 2026 results after the market closes on Wednesday, April 22nd. Analysts expect the company to announce earnings of $11.47 per share and revenue of $4.1958 billion for the quarter. Investors can check the company's upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, April 23, 2026 at 8:30 AM ET.

United Rentals (NYSE:URI - Get Free Report) last announced its 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). The company had revenue of $4.21 billion for the quarter, compared to analysts' expectations of $4.24 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The business's quarterly revenue was up 2.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $11.59 earnings per share. On average, analysts expect United Rentals to post $45 EPS for the current fiscal year and $49 EPS for the next fiscal year.

United Rentals Stock Performance

Shares of NYSE:URI opened at $770.85 on Wednesday. The company has a market cap of $48.48 billion, a P/E ratio of 19.93, a PEG ratio of 1.26 and a beta of 1.68. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.88 and a current ratio of 0.94. United Rentals has a one year low of $557.05 and a one year high of $1,021.47. The business's 50-day simple moving average is $800.12 and its 200 day simple moving average is $848.05.

United Rentals Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th were issued a dividend of $1.97 per share. This represents a $7.88 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Wednesday, February 11th. This is an increase from United Rentals's previous quarterly dividend of $1.79. United Rentals's dividend payout ratio (DPR) is 20.37%.

United Rentals announced that its Board of Directors has approved a stock repurchase plan on Wednesday, January 28th that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the construction company to purchase up to 8.7% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's board believes its stock is undervalued.

Analysts Set New Price Targets

Several equities research analysts recently commented on URI shares. Wells Fargo & Company raised their target price on United Rentals from $995.00 to $1,071.00 and gave the company an "overweight" rating in a report on Friday, January 23rd. Weiss Ratings reiterated a "hold (c+)" rating on shares of United Rentals in a report on Wednesday, January 21st. UBS Group upgraded United Rentals from a "neutral" rating to a "buy" rating and set a $1,025.00 price objective for the company in a research note on Sunday, January 4th. Robert W. Baird set a $970.00 price objective on United Rentals in a research note on Friday, January 30th. Finally, Citigroup lowered their price objective on United Rentals from $1,090.00 to $950.00 and set a "buy" rating for the company in a research note on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $914.88.

Insider Buying and Selling

In other United Rentals news, EVP William E. Grace sold 1,498 shares of the firm's stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $790.89, for a total transaction of $1,184,753.22. Following the completion of the sale, the executive vice president owned 6,872 shares in the company, valued at $5,434,996.08. This trade represents a 17.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Michael D. Durand sold 2,490 shares of the firm'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 value of $1,969,938.60. Following the sale, the executive vice president owned 7,458 shares of the company's stock, valued at approximately $5,900,322.12. This trade represents a 25.03% decrease in their position. The SEC filing for this sale provides additional information. 0.47% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Davis R M Inc. grew its position in shares of United Rentals by 9.2% in the 4th quarter. Davis R M Inc. now owns 261 shares of the construction company's stock worth $211,000 after acquiring an additional 22 shares in the last quarter. Johnson Financial Group Inc. grew its position in shares of United Rentals by 105.0% in the 3rd quarter. Johnson Financial Group Inc. now owns 205 shares of the construction company's stock worth $196,000 after acquiring an additional 105 shares in the last quarter. MUFG Securities EMEA plc acquired a new position in shares of United Rentals in the 2nd quarter worth approximately $145,000. Greenline Wealth Management LLC acquired a new position in shares of United Rentals in the 4th quarter worth approximately $120,000. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA grew its position in shares of United Rentals by 38.5% in the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 90 shares of the construction company's stock worth $86,000 after acquiring an additional 25 shares in the last quarter. Institutional investors and hedge funds own 96.26% of the company's stock.

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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