Zacks Research Upgrades United Rentals (NYSE:URI) to “Strong-Buy”

United Rentals (NYSE:URI) was upgraded by research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports.

A number of other research firms also recently weighed in on URI. Truist Financial lifted their target price on United Rentals from $1,421.00 to $1,466.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Barclays raised their price target on shares of United Rentals from $715.00 to $950.00 and gave the stock an “underweight” rating in a research report on Friday. Royal Bank Of Canada boosted their price objective on shares of United Rentals from $1,041.00 to $1,119.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Evercore restated an “outperform” rating and set a $1,101.00 target price on shares of United Rentals in a research report on Monday, May 11th. Finally, KeyCorp reaffirmed an “overweight” rating and set a $1,350.00 target price on shares of United Rentals in a report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, United Rentals has an average rating of “Moderate Buy” and a consensus price target of $1,226.50.

United Rentals Price Performance

Shares of NYSE URI opened at $1,089.29 on Monday. The firm has a market cap of $67.80 billion, a P/E ratio of 26.16, a price-to-earnings-growth ratio of 1.46 and a beta of 1.79. The business’s 50 day moving average is $1,059.71 and its 200-day moving average is $922.42. The company has a current ratio of 0.76, a quick ratio of 0.70 and a debt-to-equity ratio of 1.38. United Rentals has a 1-year low of $701.59 and a 1-year high of $1,177.67.

United Rentals (NYSE:URI) last released its quarterly earnings results on Tuesday, July 21st. The construction company reported $12.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $11.53 by $1.23. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.The business had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.22 billion. During the same period in the previous year, the company posted $10.47 EPS. The firm’s quarterly revenue was up 11.8% on a year-over-year basis. Equities research analysts predict that United Rentals will post 48.35 earnings per share for the current year.

Insider Buying and Selling

In other United Rentals news, EVP William E. Grace sold 1,500 shares of the firm’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $1,133.15, for a total value of $1,699,725.00. Following the sale, the executive vice president owned 6,062 shares of the company’s stock, valued at approximately $6,869,155.30. This trade represents a 19.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Capital World Investors grew its holdings in shares of United Rentals by 1.1% during the 4th quarter. Capital World Investors now owns 2,708,877 shares of the construction company’s stock valued at $2,192,357,000 after purchasing an additional 30,263 shares during the last quarter. Franklin Resources Inc. grew its stake in shares of United Rentals by 2.2% during the fourth quarter. Franklin Resources Inc. now owns 1,343,981 shares of the construction company’s stock worth $1,087,711,000 after buying an additional 28,895 shares during the last quarter. Norges Bank acquired a new position in shares of United Rentals during the fourth quarter worth $978,017,000. Bank of America Corp DE lifted its stake in shares of United Rentals by 14.7% in the 1st quarter. Bank of America Corp DE now owns 806,380 shares of the construction company’s stock valued at $587,496,000 after acquiring an additional 103,371 shares during the last quarter. Finally, Boston Partners boosted its holdings in shares of United Rentals by 4.0% during the 4th quarter. Boston Partners now owns 774,347 shares of the construction company’s stock valued at $631,459,000 after acquiring an additional 29,675 shares in the last quarter. Institutional investors and hedge funds own 96.26% of the company’s stock.

United Rentals News Roundup

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

• Positive Sentiment: United Rentals posted a record second quarter, with revenue of approximately $4.4 billion, up about 12% year over year. The company benefited from stronger rental activity, better fleet productivity and solid specialty-equipment demand, while raising its 2026 outlook. United Rentals Growth Outlook After a Record-Setting Q2
• Positive Sentiment: Quarterly earnings of $12.76 per share exceeded the $11.53 consensus estimate, and revenue also topped expectations. Analysts have generally maintained bullish views, with several price targets above recent trading levels and a reported average target of $1,226.50. United Rentals Analyst and Earnings Information
• Neutral Sentiment: Zacks has highlighted URI as a high-rated growth and momentum stock following its earnings-fueled rally. However, these rankings largely reinforce existing sentiment rather than provide a new company-specific catalyst. Is URI Stock Worth Buying After Its Strong Earnings-Fueled Rally?
• Negative Sentiment: Executive Vice President William Grace sold 1,500 shares for approximately $1.7 million, reducing his direct holdings by 19.84%. Broader data shows seven insider sales and no purchases over the past six months, potentially signaling profit-taking after URI’s substantial year-to-date advance. United Rentals SEC Insider Filing
• Negative Sentiment: With URI trading near its 52-week high at roughly 26 times earnings, expectations are elevated. Investors may be taking profits or seeking confirmation that construction and industrial rental demand can support the company’s higher 2026 guidance.

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.