KeyCorp Weighs in on United Rentals’ Q1 Earnings (NYSE:URI)

United Rentals, Inc. (NYSE:URI) – Equities research analysts at KeyCorp issued their Q1 2026 earnings per share estimates for United Rentals in a research report issued to clients and investors on Wednesday, May 21st. KeyCorp analyst K. Newman expects that the construction company will post earnings of $9.30 per share for the quarter. The consensus estimate for United Rentals’ current full-year earnings is $44.80 per share. KeyCorp also issued estimates for United Rentals’ Q2 2026 earnings at $11.73 EPS, Q3 2026 earnings at $13.63 EPS, Q4 2026 earnings at $13.37 EPS and FY2026 earnings at $48.02 EPS.

United Rentals (NYSE:URI) last released its quarterly earnings results on Wednesday, April 23rd. The construction company reported $8.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $8.92 by ($0.06). United Rentals had a net margin of 16.78% and a return on equity of 34.21%. The business had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.61 billion. During the same period in the prior year, the firm earned $9.15 earnings per share. The business’s quarterly revenue was up 6.7% compared to the same quarter last year.

A number of other analysts have also commented on the company. Robert W. Baird lifted their price objective on United Rentals from $535.00 to $571.00 and gave the stock a “neutral” rating in a research report on Friday, April 25th. Sanford C. Bernstein upgraded United Rentals from an “underperform” rating to a “market perform” rating and lowered their price objective for the stock from $705.00 to $666.00 in a research report on Tuesday, March 25th. UBS Group upgraded United Rentals from a “sell” rating to a “neutral” rating and lifted their price objective for the stock from $485.00 to $780.00 in a research report on Friday, May 16th. JPMorgan Chase & Co. lifted their price objective on United Rentals from $780.00 to $920.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Bank of America lowered their price objective on United Rentals from $850.00 to $750.00 and set a “buy” rating for the company in a research report on Friday, March 21st. One investment analyst has rated the stock with a sell rating, four have issued a hold rating, nine have assigned a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, United Rentals presently has a consensus rating of “Moderate Buy” and an average price target of $757.38.

United Rentals Price Performance

Shares of URI stock opened at $700.31 on Friday. The stock has a 50-day moving average price of $636.40 and a 200 day moving average price of $707.73. The company has a quick ratio of 0.92, a current ratio of 0.98 and a debt-to-equity ratio of 1.42. The firm has a market cap of $45.52 billion, a price-to-earnings ratio of 18.07, a PEG ratio of 1.43 and a beta of 1.70. United Rentals has a 12 month low of $525.91 and a 12 month high of $896.98.

Hedge Funds Weigh In On United Rentals

Several institutional investors and hedge funds have recently modified their holdings of the business. Mattson Financial Services LLC grew its position in shares of United Rentals by 37.6% in the 1st quarter. Mattson Financial Services LLC now owns 4,156 shares of the construction company’s stock valued at $2,605,000 after purchasing an additional 1,136 shares during the period. Geneos Wealth Management Inc. grew its position in shares of United Rentals by 54.5% in the 1st quarter. Geneos Wealth Management Inc. now owns 8,044 shares of the construction company’s stock valued at $5,041,000 after purchasing an additional 2,837 shares during the period. Intech Investment Management LLC lifted its stake in United Rentals by 311.4% in the 1st quarter. Intech Investment Management LLC now owns 12,156 shares of the construction company’s stock valued at $7,618,000 after acquiring an additional 9,201 shares in the last quarter. Flaharty Asset Management LLC bought a new stake in United Rentals in the 1st quarter valued at approximately $30,000. Finally, Integrity Alliance LLC. bought a new stake in United Rentals in the 1st quarter valued at approximately $1,547,000. 96.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at United Rentals

In related news, VP Andrew B. Limoges sold 708 shares of the business’s stock in a transaction that occurred on Monday, May 12th. The stock was sold at an average price of $705.86, for a total value of $499,748.88. Following the completion of the transaction, the vice president now directly owns 1,921 shares in the company, valued at approximately $1,355,957.06. The trade was a 26.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Michael D. Durand sold 1,100 shares of the business’s stock in a transaction that occurred on Tuesday, April 29th. The shares were sold at an average price of $626.28, for a total value of $688,908.00. Following the completion of the transaction, the executive vice president now owns 8,748 shares of the company’s stock, valued at $5,478,697.44. This represents a 11.17% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 2,908 shares of company stock worth $1,890,567. 0.53% of the stock is currently owned by company insiders.

United Rentals Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, May 28th. Stockholders of record on Wednesday, May 14th will be given a dividend of $1.79 per share. The ex-dividend date of this dividend is Wednesday, May 14th. This represents a $7.16 annualized dividend and a dividend yield of 1.02%. United Rentals’s payout ratio is currently 18.54%.

About United Rentals

United Rentals, Inc, through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities.