United Rentals, IncNYSE: URI
Industrials · Trading Companies & Distributors
$1,081.46
+16.01%
Vol: 433K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21United Rentals raised 2026 outlook to $16.9-$17.4B revenue and $7.625-$7.875B adjusted EBITDA after record Q1, declared $1.97 dividend and launched AI Equipment Agent on ChatGPT.Positive▶
United Rentals posted record Q1 2026 revenue of $3.985B and rental revenue of $3.419B (up 8.7% YoY), with adjusted EBITDA of $1.759B at a 44.1% margin and 2.3% fleet productivity gain. Management raised full-year 2026 guidance to $16.9-$17.4B revenue and $7.625-$7.875B adjusted EBITDA. The board declared a $1.97/share quarterly dividend payable May 27 (10% above last year) and shareholders approved all directors and EY as auditor at the May 8 annual meeting. URI also expanded its digital customer experience with an AI Equipment Agent on ChatGPT. The stock trades around $927 with analyst consensus Buy and an average target near $959.
May 20United Rentals traded $911.15-$942.01 on May 19, 2026 with consensus Buy rating and $958.83 PT, supported by easing geopolitical tensions but flagged for insider selling and stretched valuation.Mixed▶
United Rentals stock moved within a range of $911.15 to $942.01 on May 19, 2026, trading at $927.62 amid mixed signals. The company is benefiting from easing geopolitical tensions and a healthier industrial backdrop, including reduced supply chain risks via the Strait of Hormuz. However, valuation concerns and meaningful recent insider selling have added a layer of caution despite strong fundamentals. The quarterly dividend of $1.97 per share (10% higher YoY) is payable May 27, 2026 to holders of record May 13. Consensus rating from 13 analysts is Buy with a PT of $958.83, implying only ~0.15% upside, suggesting the stock is fairly priced. Risk: rich valuation leaves little margin of safety against industrial cycle softness.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18United Rentals' price target raised to $1,101 at Evercore ISI following record Q1 results and raised 2026 outlook.Positive▶
Evercore ISI raised its URI price target to $1,101 from $1,019 on May 11, 2026, following the company's record Q1 2026 results (revenue $3.985B, rental revenue $3.419B up 8.7% YoY, adjusted EBITDA $1.759B) and raised 2026 revenue guidance to $16.9B-$17.4B. The board declared a $1.97 quarterly dividend (10% higher than prior year), payable May 27 to holders of record on May 13. At the May 8 annual meeting, all 11 director nominees were elected, Ernst & Young was ratified as auditor, and say-on-pay was approved. The stock traded between $948.91 and $968.98 on May 17, with a market cap of ~$60.24B. Some analysts have trimmed targets by ~$5 to ~$986 on slightly softer growth/margin assumptions.
May 15United Rentals shareholders elected all 11 directors at May 8 meeting; Evercore ISI raised PT to $1,101 from $1,019 with Outperform rating.Positive▶
United Rentals held its annual shareholder meeting on May 8, 2026, where stockholders elected all eleven director nominees, ratified Ernst & Young as independent auditor, and approved executive compensation on an advisory basis. The Board declared a $1.97 quarterly dividend payable May 27, 2026 to holders of record May 13. Evercore ISI's David Raso raised the firm's price target to $1,101 from $1,019, maintaining an Outperform rating. The company posted record Q1 2026 revenue of $3.985 billion and adjusted EBITDA of $1.759 billion, raising full-year 2026 guidance. United Rentals outlined 6% ex-used revenue growth for 2026 amid specialty expansion. Stock traded around $972.96 on May 14.
May 14Raymond James and Evercore ISI lifted United Rentals price targets above $1,100 as the stock rallies on raised 2026 guidancePositive▶
On May 11, Raymond James raised its URI price target to $1,100 from $930 and Evercore ISI to $1,101 from $1,019, citing strong construction and infrastructure demand after United Rentals raised its 2026 revenue guidance. The board declared a $1.97 per share dividend payable May 27 to holders of record May 13. Shareholders at the May 8 annual meeting elected all 11 director nominees, ratified Ernst & Young as auditor, and approved executive compensation. The stock has rallied roughly 29% over the past month and traded near $951 on May 13. Risk is that rich valuation leaves little room for execution slippage or a slower infrastructure cycle.
May 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 12United Rentals price targets raised to $1,100+ by Raymond James and Evercore ISI after annual meeting and strong Q1Positive▶
Raymond James raised its price target on United Rentals to $1,100 from $930 on May 11, while Evercore ISI lifted its target to $1,101 from $1,019, both citing strong execution. JPMorgan also boosted its target from $850 to $1,050 with an Overweight rating. United Rentals held its annual shareholder meeting on May 8, 2026, with stockholders electing all 11 director nominees, ratifying Ernst & Young as auditor for fiscal 2026, and approving named executive officer compensation on an advisory basis. The quarterly dividend of $1.97 per share is payable May 27 to holders of record May 13. Q1 2026 results posted adjusted EPS of $9.71 (+9.6% YoY) on revenue of $3.99 billion (+7.2% YoY), with the company raising its 2026 revenue outlook. Shares trade around $938.
May 11United Rentals shareholders re-elected board on May 8 with $1.97 quarterly dividend payable May 27 amid raised 2026 guidance.Positive▶
United Rentals held its annual shareholder meeting on May 8, 2026, where stockholders elected all eleven director nominees, ratified Ernst & Young as auditor, and approved executive compensation. The company declared a quarterly dividend of $1.97 per share payable May 27 to holders of record May 13. Q1 2026 results showed adjusted EPS of $9.71 (+9.6% YoY) on record revenue of $3.99B (+7.2% YoY) with adjusted EBITDA of $1.76B; full-year 2026 guidance was raised. JPMorgan boosted its price target to $1,050 from $850 (Overweight) while Bernstein set $903 (Outperform). Stock is up ~29% over the past month. Risk: shares trading at $944.12 sit above DCF estimated value of $859.96, suggesting valuation stretch.
May 8United Rentals Q1 2026 EPS $9.71 (+9.6% YoY), beats consensus; raised quarterly dividend to $1.97Positive▶
United Rentals posted adjusted EPS $9.71 (+9.6% YoY) beating Zacks consensus estimate of $9.01; total revenue $3.99B (+7.2% YoY). Fleet productivity increased 2.3% YoY with record first-quarter results. Free cash flow $1.05B; total liquidity $3.38B with net leverage 1.9x. Returned $500M to shareholders ($375M buybacks, $125M dividends). Board raised quarterly dividend to $1.97 per share, payable May 27. JPMorgan raised PT to $1,050 from $850.
May 6United Rentals raises Q1 2026 revenue guidance on record earnings beat of $9.71 EPSPositive▶
United Rentals reported Q1 2026 results on April 22 with EPS of $9.71, beating estimates by $0.65, and net income of $531 million. The company raised full-year 2026 revenue guidance to $16.9B-$17.4B reflecting strong demand in construction and infrastructure. Commercial projects, data center construction, and power segments are driving growth. The company increased its quarterly dividend 10% to $1.97 per share and committed $5 billion to a share repurchase program. Strong execution and positive market sentiment support the stock rally.
May 5United Rentals crushes Q1 earnings with record results and multiple analyst upgradesPositive▶
United Rentals reported record Q1 2026 results with revenue of $3.98B (beat $3.87B), adjusted EPS $9.71 (beat $8.95), and raised full-year 2026 guidance for both revenue and EBITDA. Strong demand in construction and infrastructure drove performance. Multiple analysts raised price targets: Citi to $1,130, Truist to $1,209, Barclays to $715. Consensus rating is Buy with 12-month target of $958.83.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| URIUNITED | $1,081.46 | +16.01% | +14.8% | 20.1x | 1.82 | $67.9B |
| FASTFASTENAL | $46.05 | +5.79% | +4.8% | 33.5x | 0.73 | $52.9B |
| CATCATERPILLAR | $932.94 | +7.74% | +8.1% | 31.0x | 1.60 | $430.2B |
| GEGENERAL | $342.44 | +13.48% | +19.7% | 39.4x | 1.38 | $357.6B |
| GEVGE | $980.10 | -6.10% | -3.3% | 39.9x | 1.04 | $263.1B |
| RTXRTX | $183.48 | +4.26% | +4.4% | 24.2x | 0.31 | $247.3B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.