United Rentals (NYSE:URI) Price Target Raised to $1,100.00 at Robert W. Baird

United Rentals (NYSE:URI) had its price target upped by stock analysts at Robert W. Baird from $970.00 to $1,100.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the construction company’s stock. Robert W. Baird’s target price suggests a potential upside of 11.35% from the stock’s previous close.

Several other brokerages have also issued reports on URI. Citigroup dropped their target price on shares of United Rentals from $1,090.00 to $950.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a research report on Monday. KeyCorp set a $950.00 price objective on shares of United Rentals in a report on Friday, January 30th. Truist Financial set a $972.00 price objective on shares of United Rentals in a report on Friday, January 30th. Finally, UBS Group upgraded shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price objective for the company in a report on Sunday, January 4th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, United Rentals has an average rating of “Moderate Buy” and a consensus price target of $922.53.

United Rentals Trading Up 23.1%

Shares of United Rentals stock opened at $987.92 on Friday. United Rentals has a 1 year low of $605.43 and a 1 year high of $1,021.47. The firm has a market cap of $62.13 billion, a PE ratio of 25.20, a PEG ratio of 1.30 and a beta of 1.68. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.94 and a quick ratio of 0.88. The company has a 50 day simple moving average of $793.30 and a two-hundred day simple moving average of $842.73.

United Rentals (NYSE:URI) last announced its earnings results on Wednesday, April 22nd. The construction company reported $9.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.47 by ($1.76). United Rentals had a net margin of 15.32% and a return on equity of 30.53%. The company had revenue of $3.99 billion for the quarter, compared to the consensus estimate of $4.20 billion. During the same quarter in the previous year, the firm earned $8.86 earnings per share. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. Analysts expect that United Rentals will post 46.6 earnings per share for the current fiscal year.

United Rentals announced that its Board of Directors has authorized a share buyback program on Wednesday, January 28th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the construction company to purchase up to 8.7% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling

In other news, EVP William E. Grace sold 1,498 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total value of $1,184,753.22. Following the completion of the sale, the executive vice president directly owned 6,872 shares in the company, valued at approximately $5,434,996.08. The trade was a 17.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Michael D. Durand sold 2,490 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $791.14, for a total transaction of $1,969,938.60. Following the sale, the executive vice president owned 7,458 shares of the company’s stock, valued at $5,900,322.12. This represents a 25.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.47% of the company’s stock.

Institutional Investors Weigh In On United Rentals

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in URI. Aventura Private Wealth LLC bought a new stake in United Rentals during the 4th quarter valued at $27,000. Core Wealth Advisors LLC bought a new stake in United Rentals during the 4th quarter valued at $28,000. MV Capital Management Inc. bought a new stake in United Rentals during the 4th quarter valued at $28,000. Salomon & Ludwin LLC raised its holdings in United Rentals by 650.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock valued at $29,000 after buying an additional 26 shares during the last quarter. Finally, Abich Financial Wealth Management LLC bought a new stake in United Rentals during the 3rd quarter valued at $29,000. 96.26% of the stock is currently owned by institutional investors.

More United Rentals News

Here are the key news stories impacting United Rentals this week:

• Positive Sentiment: Record Q1 results and stronger revenue — United Rentals reported robust Q1 results (rental revenue and total revenue growth, fleet productivity gains) that beat several estimates and produced record quarterly performance, which underpins the rally. Zacks: Q1 Earnings & Revenues Beat
• Positive Sentiment: Raised FY2026 outlook — Management increased full‑year revenue guidance to $16.9B–$17.4B and raised adjusted EBITDA guidance, signaling confidence in demand that supports higher forward earnings expectations. MarketWatch: Raises FY2026 Guidance
• Positive Sentiment: Big capital returns — United Rentals returned $500M in the quarter (buybacks + dividends) and announced execution of a new $5.0B share‑repurchase authorization, which is a meaningful driver of EPS accretion and buyback‑driven demand. QuiverQuant: Returns & Repurchase Authorization
• Positive Sentiment: Management tone and investor confidence — The earnings call highlighted confident growth plans and management reiterated strong end‑market demand across construction and industrial segments, reinforcing the upbeat guidance. TipRanks: Earnings Call Signals Confident Growth
• Neutral Sentiment: Investor visibility — Full earnings call transcript and slide deck provide detail for analysts to refine models; this transparency helps but outcomes depend on execution vs. raised guidance. Seeking Alpha: Q1 Earnings Call Transcript
• Neutral Sentiment: Index attention — Coverage noting United Rentals gaining spotlight in the Russell 1000 could increase passive and active flows, but the timing/size of those flows is uncertain. Kalkine: Russell 1000 Spotlight
• Negative Sentiment: Valuation and positioning risk — URI is trading near its 12‑month high with a P/E that reflects elevated expectations; a large pop increases risk of profit‑taking if execution slips. Motley Fool: Why Stock Jumped
• Negative Sentiment: Insider sales and mixed metrics — Recent insider sales and some headline metrics (GAAP vs. adjusted EPS, and differing consensus comparisons across outlets) give contrarian investors reasons to scrutinize the quality of the beat. QuiverQuant: Insider Activity & Analysis

United Rentals Company Profile

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.