Zacks Research Predicts Weaker Earnings for United Rentals

United Rentals, Inc. (NYSE:URI) – Equities researchers at Zacks Research reduced their Q1 2025 earnings estimates for United Rentals in a research report issued on Wednesday, February 19th. Zacks Research analyst R. Department now expects that the construction company will post earnings of $9.02 per share for the quarter, down from their prior estimate of $9.27. The consensus estimate for United Rentals’ current full-year earnings is $44.93 per share. Zacks Research also issued estimates for United Rentals’ Q2 2025 earnings at $10.91 EPS, Q3 2025 earnings at $12.61 EPS, Q4 2025 earnings at $12.32 EPS, FY2025 earnings at $44.87 EPS, Q1 2026 earnings at $10.35 EPS, Q2 2026 earnings at $12.11 EPS, Q4 2026 earnings at $13.56 EPS and FY2027 earnings at $51.80 EPS.

A number of other research firms also recently issued reports on URI. Evercore ISI reduced their price target on shares of United Rentals from $1,004.00 to $974.00 and set an “outperform” rating on the stock in a research note on Wednesday. Baird R W raised United Rentals from a “strong sell” rating to a “hold” rating in a research report on Tuesday, January 14th. Argus raised their price objective on shares of United Rentals from $840.00 to $880.00 and gave the stock a “buy” rating in a report on Wednesday, November 20th. Barclays upped their target price on shares of United Rentals from $400.00 to $565.00 and gave the company an “underweight” rating in a report on Friday, October 25th. Finally, JPMorgan Chase & Co. lifted their price target on shares of United Rentals from $940.00 to $1,000.00 and gave the stock an “overweight” rating in a research note on Friday, January 31st. One research analyst has rated the stock with a sell rating, four have given a hold rating and nine have given a buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $829.00.

United Rentals Stock Down 5.5 %

URI stock opened at $656.42 on Friday. The company has a market cap of $42.87 billion, a price-to-earnings ratio of 16.94, a PEG ratio of 1.46 and a beta of 1.68. The firm has a 50-day moving average of $731.32 and a two-hundred day moving average of $769.34. United Rentals has a 12 month low of $596.48 and a 12 month 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) last announced its quarterly earnings results on Wednesday, January 29th. The construction company reported $11.59 earnings per share 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%.

United Rentals Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 26th. Stockholders of record on Wednesday, February 12th will be paid a $1.79 dividend. This is a positive change from United Rentals’s previous quarterly dividend of $1.63. This represents a $7.16 annualized dividend and a dividend yield of 1.09%. The ex-dividend date of this dividend is Wednesday, February 12th. United Rentals’s payout ratio is currently 18.48%.

Institutional Investors Weigh In On United Rentals

A number of large investors have recently added to or reduced their stakes in the company. Rialto Wealth Management LLC bought a new position in United Rentals during the 4th quarter worth approximately $25,000. ORG Wealth Partners LLC bought a new position in United Rentals during the 4th quarter valued at $26,000. Murphy & Mullick Capital Management Corp bought a new position in United Rentals during the 4th quarter valued at $27,000. Meeder Asset Management Inc. raised its stake in shares of United Rentals by 241.7% in the 4th quarter. Meeder Asset Management Inc. now owns 41 shares of the construction company’s stock worth $29,000 after buying an additional 29 shares in the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. bought a new position in United Rentals during the third quarter valued at about $31,000. 96.26% of the stock is owned by institutional investors and hedge funds.

About United Rentals

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.