Zacks Research Lowers Earnings Estimates for United Rentals

United Rentals, Inc. (NYSE:URI) – Investment analysts at Zacks Research dropped their Q3 2026 EPS estimates for United Rentals in a research note issued to investors on Wednesday, February 19th. Zacks Research analyst R. Department now expects that the construction company will post earnings of $13.00 per share for the quarter, down from their previous estimate of $13.18. The consensus estimate for United Rentals’ current full-year earnings is $44.80 per share. Zacks Research also issued estimates for United Rentals’ FY2026 earnings at $49.02 EPS.

Several other brokerages have also recently issued reports on URI. Morgan Stanley lowered their price objective on shares of United Rentals from $775.00 to $765.00 and set an “equal weight” rating on the stock in a research note on Monday, February 3rd. Robert W. Baird upgraded shares of United Rentals from an “underperform” rating to a “neutral” rating and set a $658.00 target price for the company in a research report on Tuesday, January 14th. Truist Financial reiterated a “buy” rating and issued a $956.00 price objective (down from $963.00) on shares of United Rentals in a report on Friday, January 31st. JPMorgan Chase & Co. upped their price objective on shares of United Rentals from $940.00 to $1,000.00 and gave the stock an “overweight” rating in a report on Friday, January 31st. Finally, Citigroup cut their price target on United Rentals from $985.00 to $835.00 and set a “buy” rating for the company in a report on Tuesday, January 14th. One investment analyst has rated the stock with a sell rating, four have given a hold rating and nine have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, United Rentals has a consensus rating of “Moderate Buy” and an average price target of $829.00.

United Rentals Stock Performance

URI opened at $638.53 on Monday. The business has a 50 day moving average price of $726.21 and a two-hundred day moving average price of $769.89. United Rentals has a 1-year low of $596.48 and a 1-year high of $896.98. The company has a market capitalization of $41.70 billion, a price-to-earnings ratio of 16.48, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. The company has a debt-to-equity ratio of 1.42, a current ratio of 0.98 and a quick ratio of 0.92.

United Rentals (NYSE:URI) last posted its earnings results on Wednesday, January 29th. The construction company reported $11.59 EPS for the quarter, missing the consensus estimate of $11.65 by ($0.06). United Rentals had a net margin of 16.78% and a return on equity of 34.21%.

Institutional Investors Weigh In On United Rentals

Hedge funds and other institutional investors have recently bought and sold shares of the business. Rialto Wealth Management LLC bought a new position in shares of United Rentals in the fourth quarter worth about $25,000. ORG Wealth Partners LLC acquired a new position in United Rentals in the 4th quarter worth $26,000. Murphy & Mullick Capital Management Corp acquired a new stake in United Rentals in the 4th quarter valued at approximately $27,000. Meeder Asset Management Inc. lifted its position in shares of United Rentals by 241.7% in the fourth quarter. Meeder Asset Management Inc. now owns 41 shares of the construction company’s stock worth $29,000 after purchasing an additional 29 shares in the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. acquired a new position in shares of United Rentals during the 3rd quarter worth about $31,000. 96.26% of the stock is owned by institutional investors and hedge funds.

United Rentals Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 26th. Shareholders of record on Wednesday, February 12th will be given a $1.79 dividend. The ex-dividend date is Wednesday, February 12th. This is a positive change from United Rentals’s previous quarterly dividend of $1.63. This represents a $7.16 dividend on an annualized basis and a yield of 1.12%. United Rentals’s payout ratio is 18.48%.

United Rentals Company Profile

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.