Zacks Research Reduces Earnings Estimates for United Rentals

United Rentals, Inc. (NYSE:URI) – Zacks Research dropped their Q3 2026 earnings per share estimates for United Rentals in a note issued to investors on Wednesday, February 19th. Zacks Research analyst R. Department now anticipates that the construction company will post earnings per share of $13.00 for the quarter, down from their prior 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.

United Rentals (NYSE:URI) last released its quarterly earnings data 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 return on equity of 34.21% and a net margin of 16.78%.

Several other research firms have also weighed in on URI. Argus lifted their target price on United Rentals from $840.00 to $880.00 and gave the stock a “buy” rating in a report on Wednesday, November 20th. Citigroup cut their price objective on United Rentals from $985.00 to $835.00 and set a “buy” rating on the stock in a report on Tuesday, January 14th. Baird R W upgraded United Rentals from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 14th. JPMorgan Chase & Co. lifted their price target on shares of United Rentals from $940.00 to $1,000.00 and gave the company an “overweight” rating in a research note on Friday, January 31st. Finally, Robert W. Baird raised shares of United Rentals from an “underperform” rating to a “neutral” rating and set a $658.00 price target on the stock in a research note on Tuesday, January 14th. One 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. Based on data from MarketBeat.com, United Rentals presently has an average rating of “Moderate Buy” and a consensus price target of $829.00.

United Rentals Trading Down 5.5 %

Shares of NYSE URI opened at $656.42 on Monday. The company’s fifty day moving average is $731.32 and its 200-day moving average is $770.71. The stock has a market cap of $42.87 billion, a price-to-earnings ratio of 16.94, a P/E/G ratio of 1.43 and a beta of 1.68. United Rentals has a twelve month low of $596.48 and a twelve month high of $896.98. The company has a quick ratio of 0.92, a current ratio of 0.98 and a debt-to-equity ratio of 1.42.

Institutional Investors Weigh In On United Rentals

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Mirae Asset Global Investments Co. Ltd. raised its position in United Rentals by 11.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 9,203 shares of the construction company’s stock worth $7,492,000 after acquiring an additional 964 shares in the last quarter. GHP Investment Advisors Inc. raised its holdings in shares of United Rentals by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 14,855 shares of the construction company’s stock valued at $10,464,000 after purchasing an additional 877 shares during the period. Retireful LLC bought a new stake in shares of United Rentals in the 3rd quarter valued at about $697,000. Mizuho Securities USA LLC raised its holdings in shares of United Rentals by 1,067.5% in the 3rd quarter. Mizuho Securities USA LLC now owns 59,879 shares of the construction company’s stock valued at $48,486,000 after purchasing an additional 54,750 shares during the period. Finally, Fiduciary Alliance LLC raised its holdings in shares of United Rentals by 196.5% in the 4th quarter. Fiduciary Alliance LLC now owns 1,420 shares of the construction company’s stock valued at $1,000,000 after purchasing an additional 941 shares during the period. Institutional investors own 96.26% of the company’s stock.

United Rentals Increases Dividend

The business 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 dividend of $1.79 per share. This is a positive change from United Rentals’s previous quarterly dividend of $1.63. The ex-dividend date is Wednesday, February 12th. This represents a $7.16 annualized dividend and a dividend yield of 1.09%. 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.