United Rentals (NYSE:URI) Price Target Cut to $970.00 by Analysts at JPMorgan Chase & Co.

United Rentals (NYSE:URI) had its target price cut by JPMorgan Chase & Co. from $1,150.00 to $970.00 in a research report released on Friday morning,Benzinga reports. They currently have an overweight rating on the construction company’s stock.

Several other analysts have also recently commented on the company. Barclays decreased their target price on United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a research report on Monday, October 20th. KeyCorp set a $950.00 price objective on United Rentals in a research report on Friday. Sanford C. Bernstein set a $965.00 target price on United Rentals in a research note on Friday. UBS Group upgraded United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 target price on the stock in a report on Sunday, January 4th. Finally, Robert W. Baird set a $970.00 price target on shares of United Rentals in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, United Rentals presently has an average rating of “Moderate Buy” and a consensus price target of $933.82.

United Rentals Stock Performance

Shares of URI opened at $781.00 on Friday. The company has a 50-day moving average of $849.61 and a two-hundred day moving average of $887.29. The stock has a market cap of $49.70 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 1.64 and a beta of 1.69. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.94 and a quick ratio of 0.84. United Rentals has a one year low of $525.91 and a one year high of $1,021.47.

United Rentals (NYSE:URI) last released its quarterly earnings results on Wednesday, January 28th. The construction company reported $11.09 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77). United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The firm had revenue of $4.21 billion for the quarter, compared to analyst estimates of $4.24 billion. During the same quarter in the prior year, the firm earned $11.59 EPS. The firm’s revenue was up 2.8% compared to the same quarter last year. On average, equities research analysts expect that United Rentals will post 44.8 earnings per share for the current year.

United Rentals Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be issued a $1.97 dividend. This is a boost from United Rentals’s previous quarterly dividend of $1.79. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, February 11th. United Rentals’s dividend payout ratio is currently 20.37%.

United Rentals declared that its board has approved a stock buyback program 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 programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Institutional Trading of United Rentals

A number of institutional investors and hedge funds have recently made changes to their positions in URI. North Growth Management Ltd. increased its holdings in United Rentals by 22.2% during the 3rd quarter. North Growth Management Ltd. now owns 11,000 shares of the construction company’s stock worth $10,189,000 after purchasing an additional 2,000 shares in the last quarter. HB Wealth Management LLC increased its position in shares of United Rentals by 37.2% during the 3rd quarter. HB Wealth Management LLC now owns 6,608 shares of the construction company’s stock worth $6,308,000 after purchasing an additional 1,790 shares during the last quarter. Vaughan Nelson Investment Management L.P. acquired a new position in United Rentals during the second quarter worth $152,069,000. OVERSEA CHINESE BANKING Corp Ltd acquired a new position in shares of United Rentals during the 2nd quarter worth about $298,000. Finally, Vise Technologies Inc. acquired a new position in United Rentals during the second quarter worth approximately $7,514,000. Institutional investors and hedge funds own 96.26% of the company’s stock.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: Board authorizes a $5.0 billion share repurchase program (about 8.7% of shares) and announced plans to return roughly $2 billion to shareholders, a sign management thinks the stock is undervalued. United Rentals Announces Fourth Quarter and Full-Year1 2025 Results…
• Positive Sentiment: Quarterly dividend raised ~10% to $1.97 (annualized yield ~1.0%), supporting cash-return narrative alongside the buyback. United Rentals’ Q4 Earnings & Revenues Miss, Dividend Hiked by 10%
• Neutral Sentiment: Updated FY2026 revenue guidance range of $16.8B–$17.3B lines up with consensus at the midpoint but leaves room for variability; investors will watch execution and margin trajectory. Here’s What Key Metrics Tell Us About United Rentals (URI) Q4 Earnings
• Neutral Sentiment: JPMorgan trimmed its price target from $1,150 to $970 but kept an Overweight rating — a cut that tempers enthusiasm but still implies meaningful upside from current levels. Benzinga
• Negative Sentiment: Q4 EPS of $11.09 missed estimates (~$11.8) and revenue slightly trailed expectations; investors sold on the results and margin concerns. Why United Rentals Stock Is Plummeting Today
• Negative Sentiment: Coverage commentary and press pieces highlight the stock’s near-term drop (Fool: “plunged by nearly 15% this week”) as investors digest weaker-than-expected quarter and margin commentary. Why United Rentals Stock Plunged by Nearly 15% This Week
• Negative Sentiment: Company disclosed a new Technology-category risk around expanding AI integration, raising strategic and regulatory risk considerations for the business. United Rentals Faces Heightened Strategic and Regulatory Risks as AI Integration Expands

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.