URI icon

United Rentals

631.45 USD
+1.27
0.20%
At close Apr 30, 4:00 PM EDT
After hours
632.40
+0.95
0.15%
1 day
0.20%
5 days
2.85%
1 month
0.76%
3 months
-18.43%
6 months
-22.25%
Year to date
-8.46%
1 year
-5.47%
5 years
391.40%
10 years
553.81%
 

About: United Rentals is the world's largest equipment rental company. It principally operates in the United States and Canada, where it commands approximately 15% share in a highly fragmented market. It serves three end markets: general industrial, commercial construction, and residential construction. Like its peers, United Rentals historically has provided its customers with equipment that was intermittently used, such as aerial equipment and portable generators. As the company has grown organically and through hundreds of acquisitions since it went public in 1997, its catalog (fleet size of $21 billion) now includes a range of specialty equipment and other items that can be rented for indefinite periods. 2024 revenue totaled $15.3 billion.

Employees: 27,900

0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 8 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

102% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 102

7% more funds holding

Funds holding: 1,219 [Q3] → 1,301 (+82) [Q4]

4% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 442

2% less call options, than puts

Call options by funds: $862M | Put options by funds: $881M

2.69% less ownership

Funds ownership: 92.75% [Q3] → 90.05% (-2.69%) [Q4]

12% less capital invested

Capital invested by funds: $48.4B [Q3] → $42.4B (-$6.01B) [Q4]

29% less funds holding in top 10

Funds holding in top 10: 42 [Q3] → 30 (-12) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$485
23%
downside
Avg. target
$716
13%
upside
High target
$974
54%
upside

8 analyst ratings

positive
63%
neutral
25%
negative
13%
Truist Securities
Jamie Cook
35% 1-year accuracy
31 / 88 met price target
24%upside
$786
Buy
Maintained
25 Apr 2025
Baird
Mircea Dobre
46% 1-year accuracy
6 / 13 met price target
10%downside
$571
Neutral
Maintained
25 Apr 2025
JP Morgan
Tami Zakaria
31% 1-year accuracy
11 / 35 met price target
19%upside
$750
Overweight
Maintained
14 Apr 2025
Citigroup
Kyle Menges
30% 1-year accuracy
11 / 37 met price target
3%upside
$650
Buy
Maintained
8 Apr 2025
UBS
Steven Fisher
35% 1-year accuracy
11 / 31 met price target
23%downside
$485
Sell
Downgraded
7 Apr 2025

Financial journalist opinion

Based on 18 articles about URI published over the past 30 days

Neutral
CNBC Television
6 days ago
'Fast Money' tackles Thursday's biggest movers
The 'Fast Money' tackles Thursday's biggest movers including: Hasbro, PepsiCo, and United Rentals.
'Fast Money' tackles Thursday's biggest movers
Neutral
Seeking Alpha
6 days ago
United Rentals, Inc. (URI) Q1 2025 Earnings Call Transcript
United Rentals, Inc. (NYSE:URI ) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Matthew Flannery - President & Chief Executive Officer Ted Grace - Executive Vice President & Chief Financial Officer Conference Call Participants David Rasso - Evercore ISI Rob Wertheimer - Melius Angel Castillo - Morgan Stanley Jamie Cook - Truist Securities Michael Feniger - Bank of America Timothy Thein - Raymond James Jerry Revich - Goldman Sachs Steven Fisher - UBS Kyle Menges - Citi Tami Zakaria - JPMorgan Kenneth Newman - KeyBanc Capital Markets Scott Schneeberger - Oppenheimer Steven Ramsey - Thompson Research Group Operator Good morning and welcome to the United Rentals' Investor Conference Call. Please be advised that this call is being recorded.
United Rentals, Inc. (URI) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
6 days ago
United Rentals' Q1 Earnings & Revenues Beat Estimates, Stock Up
URI's first-quarter results reflect strong demand in core rental operations. The company sees soft used equipment sales.
United Rentals' Q1 Earnings & Revenues Beat Estimates, Stock Up
Positive
Zacks Investment Research
1 week ago
United Rentals (URI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for United Rentals (URI) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
United Rentals (URI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Positive
Zacks Investment Research
1 week ago
United Rentals (URI) Beats Q1 Earnings and Revenue Estimates
United Rentals (URI) came out with quarterly earnings of $8.86 per share, beating the Zacks Consensus Estimate of $8.84 per share. This compares to earnings of $9.15 per share a year ago.
United Rentals (URI) Beats Q1 Earnings and Revenue Estimates
Neutral
Business Wire
1 week ago
United Rentals Declares Quarterly Cash Dividend
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) announced today that its Board of Directors declared a quarterly cash dividend of $1.79 per share of URI common stock. The dividend will be payable on May 28, 2025 to stockholders of record as of May 14, 2025. About United Rentals United Rentals, Inc. is the largest equipment rental company in the world. The company has an integrated network of 1,601 rental locations in North America, 39 in Europe, 38 in Australia and 19 in New.
United Rentals Declares Quarterly Cash Dividend
Neutral
Business Wire
1 week ago
United Rentals Announces First Quarter 2025 Results, Reaffirms Full-Year Guidance, and Introduces New $1.5 Billion Share Repurchase Program
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) today announced financial results for the first quarter of 2025, reaffirmed its 2025 full-year guidance and announced that its Board of Directors has approved a new $1.5 billion share repurchase program. First Quarter 2025 Highlights1 Total revenue of $3.719 billion, including rental revenue2 of $3.145 billion. Net income of $518 million, at a margin3 of 13.9%. GAAP diluted earnings per share of $7.91, and adjusted EPS4 of $8.86.
United Rentals Announces First Quarter 2025 Results, Reaffirms Full-Year Guidance, and Introduces New $1.5 Billion Share Repurchase Program
Neutral
CNBC Television
1 week ago
The Setup: Chipotle, United Rentals, Merck and Pepsi
The Investment Committee give you The Setup on some key names reporting this week.
The Setup: Chipotle, United Rentals, Merck and Pepsi
Negative
Zacks Investment Research
1 week ago
United Rentals to Report Q1 Earnings: What's in Store for the Stock?
URI's first-quarter 2025 results are likely to reflect large infrastructure projects and growth in its Specialty business. Slower growth in General Rental, inflation and cost pressures are risks.
United Rentals to Report Q1 Earnings: What's in Store for the Stock?
Positive
Seeking Alpha
1 week ago
United Rentals: Why I Bought It Instead Of Caterpillar (Q1 2025 Earnings Preview)
I chose United Rentals over Caterpillar due to its resilience against tariffs and attractive valuation, buying at $560 after monitoring since January 2024. United Rentals, the world's largest equipment rental provider, boasts a $21.43B fleet, $15.3B FY24 revenue, and a 46.7% EBITDA margin. The company's diversified customer mix and strategic M&A activity ensure stability, with 94% of branches in the U.S. and minimal residential construction exposure.
United Rentals: Why I Bought It Instead Of Caterpillar (Q1 2025 Earnings Preview)
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