United Rentals, IncNYSE: URI

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

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.

United Rentals posts record Q1 revenue, raises 2026 outlookstocktitan.netUnited Rentals brings AI Equipment Agent to ChatGPTstocktitan.netUnited Rentals Is Executing Flawlesslyfool.com

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.

How Investors May Respond To United Rentals (URI) Geopolitical Relief - Simply Wall Stsimplywall.stUnited Rentals (URI) Stock Price & Overviewstockanalysis.comURI Stock Quote Price and Forecast | CNNcnn.com

No material news in the last 48 hours.

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.

United Rentals posts record Q1 revenue, raises 2026 outlookstocktitan.netUnited Rentals (NYSE: URI) investors approve board, auditor and say-on-paystocktitan.netUnited Rentals Is Executing Flawlessly, but Rich Valuation Puts the Spotlight on What Comes Nextfool.com

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.

United Rentals (NYSE: URI) investors approve board, auditor and say-on-paystocktitan.netUnited Rentals outlines 6% ex-used revenue growth for 2026seekingalpha.comUnited Rentals Is Executing Flawlessly, but Rich Valuationfool.com

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.

United Rentals price target raised to $1,101 at Evercore ISIad-hoc-news.deUnited Rentals shareholders back board, auditor and paystocktitan.netUnited Rentals to issue $1.97 quarterly dividenddailypolitical.com

No material news in the last 48 hours.

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.

United Rentals Inc. stock: Raymond James and Evercore ISI raise targetsad-hoc-news.deUnited Rentals (NYSE: URI) investors approve board, auditor and say-on-paystocktitan.netUnited Rentals Q1 Earnings & Revenues Beat on Strong Rental Demandtradingview.com