UBS Reiterates Buy Rating on United Rentals, Inc. (URI)
UBS analyst Steven Fisher maintains a buy rating on United Rentals with a $1,300 target, a 15.90% upside from the current price.
Key Points
- UBS analyst Steven Fisher reiterated a buy rating on United Rentals, Inc. (NYSE:URI) with a $1,300 price target on July 1, 2026.
- UBS's $1,300 price target implies 15.90% upside from United Rentals, Inc.'s ($URI) current $1,121.68 share price.
- Shares of United Rentals traded near $1,121.68 on Wednesday, with a market cap of $70.97 billion and a P/E ratio of 29.0.
- Recent insider buying included multiple directors purchasing 203 shares each at $937 on May 8, 2026.
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UBS analyst Steven Fisher has reiterated his buy rating on United Rentals, Inc. (NYSE:URI) with a price target of $1,300. This update came on July 1, 2026, as the stock traded near $1,121.68. Fisher's stance reflects confidence in the company's performance and potential growth.
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Other Institutional Activity in United Rentals, Inc.
BlackRock, Inc. increased its holdings by 91,514 shares, bringing its total to 5,124,072 shares valued at approximately $3.73 billion, marking a 1.8% increase. Vanguard Capital Management LLC opened a new position with 4,094,282 shares worth about $2.98 billion. JPMorgan Chase & Co significantly boosted its stake by 1,819,320 shares, resulting in a total holding of 2,985,657 shares valued at $2.13 billion, a 156% increase. State Street Corp slightly reduced its position by 3,103 shares, holding 2,961,599 shares valued at $2.16 billion, a minor 0.1% decrease. Meanwhile, Capital Research Global Investors added 587,617 shares, ending with 2,725,460 shares worth around $1.99 billion, a 27.5% increase.
United Rentals, Inc. Stock Up 8.9%
Shares of United Rentals, Inc. (NYSE:URI) traded near $1,121.68 on Wednesday. The company has a market capitalization of approximately $70.97 billion, with a P/E ratio of 29.0 and a forward P/E of 21.1. The stock's 52-week range is between $701.59 and $1,143.69, with a 50-day moving average of $990.54 and a 200-day moving average of $889.35. United Rentals has a beta of 1.82, indicating higher volatility compared to the market. The company's current ratio is 0.802, with a quick ratio of 0.658 and a debt-to-equity ratio of 167.473.
$URI price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
United Rentals reported revenue of $16.36 billion, with a revenue growth rate of 7.2%. The company achieved an earnings per share (EPS) of $39.08, a net margin of 15.3%, and a return on equity (ROE) of 28.2%. The next earnings report is expected on July 22, 2026.
Dividend
United Rentals offers an annual dividend rate of $7.88, yielding 0.7%. The dividend payout ratio is 18.76%, reflecting a conservative approach to dividend distribution.
Insider Buying and Selling at United Rentals, Inc.
On May 8, 2026, several insiders, including Bruno Marc, Julie Heuer Brandt, Alexander Taussig, Larry De Shon, Francisco Lopez-Balboa, and Kim Harris Jones, each purchased 203 shares at an average price of $937. These transactions were not part of a pre-planned trading program.
Analysts Set New Price Targets
On July 1, 2026, UBS maintained its buy rating on United Rentals with a $1,300 price target. BNP Paribas upgraded the stock to a buy with a $1,320 target on June 29, 2026. Keybanc and B of A Securities both maintained their buy ratings with targets of $1,250 and $1,195, respectively, on June 25, 2026. The consensus recommendation for United Rentals is a buy, with an average price target of $1,120 from 21 analyst opinions.
About United Rentals, Inc.
United Rentals, Inc., headquartered in Stamford, Connecticut, is a leading equipment rental company operating in the United States, Canada, Europe, Australia, and New Zealand. The company offers a wide range of rental equipment and services through its General Rentals and Specialty segments, serving various industries including construction, manufacturing, and government entities. United Rentals is led by CEO Matthew J. Flannery and employs around 28,500 people.
Bottom Line
UBS's reaffirmation of a buy rating for United Rentals, Inc. suggests continued optimism about the company's prospects. As of July 1, 2026, the stock traded near $1,121.68, with strong institutional interest and insider buying activity. Investors often watch these ratings and transactions for insights, but it's important to remember that analyst ratings and insider trades are just part of the overall picture.
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