United Rentals (NYSE:URI) Announces Quarterly Earnings Results

United Rentals (NYSE:URI) posted its quarterly earnings data on Wednesday. The construction company reported $11.09 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77), FiscalAI reports. United Rentals had a return on equity of 31.30% and a net margin of 15.83%.The firm had revenue of $4.21 billion for the quarter, compared to analysts’ expectations of $4.24 billion. During the same period in the prior year, the firm earned $11.59 earnings per share. United Rentals’s revenue was up 2.8% compared to the same quarter last year.

United Rentals Trading Down 11.4%

Shares of United Rentals stock traded down $103.31 during midday trading on Thursday, reaching $799.88. 343,029 shares of the company’s stock traded hands, compared to its average volume of 572,872. The stock has a 50 day moving average of $849.72 and a 200-day moving average of $888.21. United Rentals has a 12 month low of $525.91 and a 12 month high of $1,021.47. The company has a market cap of $50.90 billion, a PE ratio of 20.57, a price-to-earnings-growth ratio of 1.89 and a beta of 1.69. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.84 and a current ratio of 0.90.

United Rentals Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be issued a dividend of $1.97 per share. The ex-dividend date is Wednesday, February 11th. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. This is a boost from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio (DPR) is presently 18.42%.

United Rentals declared that its board has initiated a stock buyback plan on Wednesday, January 28th that allows the company to buyback $5.00 billion in outstanding shares. This buyback authorization allows the construction company to repurchase up to 8.7% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

Trending Headlines about United Rentals

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

• Positive Sentiment: Board raises quarterly cash dividend 10% to $1.97/share (ex‑dividend Feb 11, payable Feb 25), signaling shareholder return focus and confidence in cash flow. Read More.
• Positive Sentiment: Board authorized a $5.0 billion share repurchase program (≈8.7% of shares outstanding), which typically supports the stock and indicates management believes shares may be undervalued. Read More.
• Positive Sentiment: Company reported record 2025 results (full year and Q4) and set a 2026 outlook, highlighting underlying business strength despite the quarter’s miss. Read More.
• Neutral Sentiment: FY‑2026 revenue guidance set at $16.8B–$17.3B versus consensus ≈ $17.1B — range includes Street view, so guidance is broadly in line but not a clear beat. EPS guidance details were not highlighted in the summary. Read More.
• Negative Sentiment: Q4 results missed estimates: EPS $11.09 vs. consensus ~$11.86 and revenue $4.21B vs. ~$4.24B — the shortfall (and EPS decline vs. year-ago $11.59) is the primary driver of downward pressure. Read More.
• Negative Sentiment: Market reaction: multiple outlets report the stock fell on the earnings/revenue miss despite record-year results and capital-return actions, amplifying near‑term selling pressure. Read More.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on URI. KeyCorp reiterated an “overweight” rating on shares of United Rentals in a research note on Wednesday, December 3rd. Robert W. Baird upgraded shares of United Rentals from a “neutral” rating to an “outperform” rating and increased their target price for the stock from $888.00 to $1,050.00 in a research report on Wednesday, October 1st. UBS Group upgraded shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price target on the stock in a research note on Sunday, January 4th. Wells Fargo & Company lifted their price objective on shares of United Rentals from $995.00 to $1,071.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. Finally, Royal Bank Of Canada set a $1,123.00 target price on shares of United Rentals in a report on Friday, October 24th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, United Rentals presently has a consensus rating of “Moderate Buy” and a consensus target price of $970.76.

Institutional Investors Weigh In On United Rentals

Several institutional investors and hedge funds have recently modified their holdings of the stock. Boston Partners increased its position in shares of United Rentals by 4.1% during the third quarter. Boston Partners now owns 744,672 shares of the construction company’s stock valued at $712,228,000 after buying an additional 29,422 shares during the period. Invesco Ltd. boosted its position in United Rentals by 0.9% during the 3rd quarter. Invesco Ltd. now owns 649,608 shares of the construction company’s stock valued at $620,155,000 after acquiring an additional 5,497 shares in the last quarter. Amundi grew its holdings in shares of United Rentals by 13.8% during the 3rd quarter. Amundi now owns 316,024 shares of the construction company’s stock worth $312,023,000 after acquiring an additional 38,416 shares during the period. Raymond James Financial Inc. grew its holdings in shares of United Rentals by 2.1% during the 3rd quarter. Raymond James Financial Inc. now owns 274,071 shares of the construction company’s stock worth $261,644,000 after acquiring an additional 5,510 shares during the period. Finally, Lazard Asset Management LLC raised its position in shares of United Rentals by 22.9% in the 3rd quarter. Lazard Asset Management LLC now owns 232,394 shares of the construction company’s stock worth $221,857,000 after acquiring an additional 43,356 shares in the last quarter. 96.26% of the stock is owned by hedge funds and other institutional investors.

About United Rentals

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.