Recent Analysts’ Ratings Changes for United Rentals (URI)

A number of research firms have changed their ratings and price targets for United Rentals (NYSE: URI):

• 2/2/2026 – United Rentals had its price target lowered by analysts at Citigroup Inc. from $1,090.00 to $950.00. They now have a “buy” rating on the stock.
• 1/30/2026 – United Rentals was given a new $972.00 price target on by analysts at Truist Financial Corporation.
• 1/30/2026 – United Rentals was given a new $950.00 price target on by analysts at KeyCorp.
• 1/30/2026 – United Rentals was given a new $970.00 price target on by analysts at Robert W. Baird.
• 1/30/2026 – United Rentals was given a new $965.00 price target on by analysts at Sanford C. Bernstein.
• 1/30/2026 – United Rentals had its price target lowered by analysts at Royal Bank Of Canada from $1,123.00 to $1,041.00. They now have an “outperform” rating on the stock.
• 1/30/2026 – United Rentals had its price target lowered by analysts at JPMorgan Chase & Co. from $1,150.00 to $970.00. They now have an “overweight” rating on the stock.
• 1/23/2026 – United Rentals had its price target raised by analysts at Wells Fargo & Company from $995.00 to $1,071.00. They now have an “overweight” rating on the stock.
• 1/21/2026 – United Rentals had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 1/13/2026 – United Rentals had its price target raised by analysts at Citigroup Inc. from $950.00 to $1,090.00. They now have a “buy” rating on the stock.
• 1/4/2026 – United Rentals was upgraded by analysts at UBS Group AG from a “neutral” rating to a “buy” rating. They now have a $1,025.00 price target on the stock.
• 12/18/2025 – United Rentals had its price target lowered by analysts at Truist Financial Corporation from $1,169.00 to $1,045.00. They now have a “buy” rating on the stock.
• 12/11/2025 – United Rentals had its price target lowered by analysts at Citigroup Inc. from $1,140.00 to $950.00. They now have a “buy” rating on the stock.

United Rentals Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be given a dividend of $1.97 per share. The ex-dividend date is Wednesday, February 11th. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. This represents a $7.88 annualized dividend and a yield of 0.9%. United Rentals’s dividend payout ratio (DPR) is currently 20.37%.

Insider Activity

In other United Rentals news, EVP Michael D. Durand sold 2,490 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $791.14, for a total value of $1,969,938.60. Following the completion of the sale, the executive vice president owned 7,458 shares in the company, valued at approximately $5,900,322.12. The trade was a 25.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.53% of the company’s stock.

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.