United Rentals, Inc. (NYSE:URI - Free Report) - Stock analysts at Zacks Research lowered their Q2 2025 earnings per share estimates for United Rentals in a research note issued to investors on Wednesday, May 14th. Zacks Research analyst R. Department now expects that the construction company will post earnings per share of $10.57 for the quarter, down from their previous forecast of $10.91. The consensus estimate for United Rentals' current full-year earnings is $44.80 per share. Zacks Research also issued estimates for United Rentals' Q3 2025 earnings at $12.24 EPS, Q4 2025 earnings at $12.01 EPS, FY2025 earnings at $43.68 EPS, Q1 2026 earnings at $9.69 EPS, Q2 2026 earnings at $11.74 EPS, Q3 2026 earnings at $12.81 EPS, FY2026 earnings at $47.79 EPS, Q1 2027 earnings at $11.40 EPS and FY2027 earnings at $52.28 EPS.
Several other equities analysts have also weighed in on URI. JPMorgan Chase & Co. reduced their target price on shares of United Rentals from $1,000.00 to $750.00 and set an "overweight" rating on the stock in a report on Monday, April 14th. Cfra Research upgraded shares of United Rentals to a "strong-buy" rating in a report on Friday, April 25th. Morgan Stanley upgraded shares of United Rentals from an "equal weight" rating to an "overweight" rating and set a $702.00 target price on the stock in a report on Wednesday, April 16th. Evercore ISI reduced their target price on shares of United Rentals from $974.00 to $921.00 and set an "outperform" rating on the stock in a report on Monday. Finally, Truist Financial lifted their target price on shares of United Rentals from $732.00 to $786.00 and gave the company a "buy" rating in a report on Friday, April 25th. One equities research analyst has rated the stock with a sell rating, four have issued a hold rating, nine have given a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $744.31.
View Our Latest Research Report on United Rentals
United Rentals Trading Down 0.2%
Shares of URI traded down $1.48 during mid-day trading on Friday, reaching $724.19. The company had a trading volume of 381,473 shares, compared to its average volume of 601,268. The stock has a market cap of $47.07 billion, a price-to-earnings ratio of 18.69, a price-to-earnings-growth ratio of 1.43 and a beta of 1.70. The firm has a fifty day simple moving average of $629.05 and a 200-day simple moving average of $709.03. United Rentals has a fifty-two week low of $525.91 and a fifty-two week high of $896.98. The company has a current ratio of 0.98, a quick ratio of 0.92 and a debt-to-equity ratio of 1.42.
United Rentals (NYSE:URI - Get Free Report) last posted its quarterly earnings data on Wednesday, April 23rd. The construction company reported $8.86 earnings per share (EPS) for the quarter, missing the consensus estimate of $8.92 by ($0.06). The business had revenue of $3.72 billion for the quarter, compared to analyst estimates of $3.61 billion. United Rentals had a return on equity of 34.21% and a net margin of 16.78%. United Rentals's revenue for the quarter was up 6.7% compared to the same quarter last year. During the same quarter last year, the business earned $9.15 EPS.
Institutional Investors Weigh In On United Rentals
Hedge funds and other institutional investors have recently modified their holdings of the stock. Adell Harriman & Carpenter Inc. grew its position in shares of United Rentals by 1.8% during the 4th quarter. Adell Harriman & Carpenter Inc. now owns 814 shares of the construction company's stock valued at $573,000 after buying an additional 14 shares during the last quarter. Valmark Advisers Inc. grew its position in shares of United Rentals by 1.8% during the 4th quarter. Valmark Advisers Inc. now owns 788 shares of the construction company's stock valued at $555,000 after buying an additional 14 shares during the last quarter. Erste Asset Management GmbH grew its position in shares of United Rentals by 0.5% during the 4th quarter. Erste Asset Management GmbH now owns 2,794 shares of the construction company's stock valued at $2,002,000 after buying an additional 14 shares during the last quarter. Forum Financial Management LP grew its position in shares of United Rentals by 1.9% during the 4th quarter. Forum Financial Management LP now owns 749 shares of the construction company's stock valued at $528,000 after buying an additional 14 shares during the last quarter. Finally, American Trust grew its position in shares of United Rentals by 1.1% during the 1st quarter. American Trust now owns 1,242 shares of the construction company's stock valued at $778,000 after buying an additional 14 shares during the last quarter. Institutional investors own 96.26% of the company's stock.
Insider Transactions at United Rentals
In other news, EVP Michael D. Durand sold 1,100 shares of the business's stock in a transaction dated Tuesday, April 29th. The shares were sold at an average price of $626.28, for a total value of $688,908.00. Following the completion of the sale, the executive vice president now owns 8,748 shares of the company's stock, valued at approximately $5,478,697.44. The trade was a 11.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Andrew B. Limoges sold 708 shares of the business's stock in a transaction dated Monday, May 12th. The stock was sold at an average price of $705.86, for a total transaction of $499,748.88. Following the completion of the sale, the vice president now directly owns 1,921 shares of the company's stock, valued at $1,355,957.06. The trade was a 26.93% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 2,908 shares of company stock valued at $1,890,567. Insiders own 0.53% of the company's stock.
United Rentals Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, May 28th. Investors of record on Wednesday, May 14th will be paid a dividend of $1.79 per share. This represents a $7.16 annualized dividend and a yield of 0.99%. The ex-dividend date of this dividend is Wednesday, May 14th. United Rentals's dividend payout ratio (DPR) is 18.54%.
About United Rentals
(
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United Rentals, Inc, through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities.
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