Q3 EPS Estimates for United Rentals Cut by Zacks Research

United Rentals, Inc. (NYSE:URI) – Stock analysts at Zacks Research reduced their Q3 2026 earnings estimates for United Rentals in a research note issued on Wednesday, February 19th. Zacks Research analyst R. Department now forecasts that the construction company will earn $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.

A number of other analysts have also weighed in on the stock. Robert W. Baird upgraded shares of United Rentals from an “underperform” rating to a “neutral” rating and set a $658.00 target price on the stock in a research report on Tuesday, January 14th. Morgan Stanley dropped their price objective on 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. Argus increased their target price on shares of United Rentals from $840.00 to $880.00 and gave the stock a “buy” rating in a research note on Wednesday, November 20th. Evercore ISI reduced their price objective on United Rentals from $1,004.00 to $974.00 and set an “outperform” rating for the company in a research note on Wednesday, February 19th. Finally, Citigroup decreased their target price on shares of United Rentals from $985.00 to $835.00 and set a “buy” rating for the company in a research report on Tuesday, January 14th. One research analyst has rated the stock with a sell rating, four have issued a hold rating and nine have given a buy rating to the company’s stock. According to data from MarketBeat, United Rentals currently has a consensus rating of “Moderate Buy” and a consensus price target of $829.00.

United Rentals Trading Up 1.0 %

Shares of URI opened at $638.53 on Monday. The firm has a market cap of $41.70 billion, a price-to-earnings ratio of 16.48, a PEG ratio of 1.43 and a beta of 1.68. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.92 and a current ratio of 0.98. United Rentals has a 52-week low of $596.48 and a 52-week high of $896.98. The business’s fifty day moving average is $726.21 and its 200-day moving average is $769.89.

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

United Rentals Increases Dividend

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

Institutional Inflows and Outflows

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

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.