JPMorgan Chase & Co. Issues Pessimistic Forecast for United Rentals (NYSE:URI) Stock Price

United Rentals (NYSE:URI) had its target price decreased by stock analysts at JPMorgan Chase & Co. from $1,150.00 to $970.00 in a research note issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the construction company’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 24.20% from the company’s previous close.

URI has been the subject of a number of other research reports. Barclays dropped their price objective on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a research note on Monday, October 20th. Sanford C. Bernstein set a $965.00 price target on shares of United Rentals in a research report on Friday. Truist Financial set a $972.00 price target on shares of United Rentals in a research note on Friday. KeyCorp set a $950.00 price target on shares of United Rentals in a report on Friday. Finally, Citigroup upped their price objective on United Rentals from $950.00 to $1,090.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, United Rentals currently has a consensus rating of “Moderate Buy” and a consensus price target of $933.82.

United Rentals Trading Down 0.8%

Shares of URI opened at $781.00 on Friday. United Rentals has a fifty-two week low of $525.91 and a fifty-two week high of $1,021.47. The company has a market capitalization of $49.20 billion, a PE ratio of 20.19, a price-to-earnings-growth ratio of 1.64 and a beta of 1.69. The stock has a fifty day moving average of $849.61 and a two-hundred day moving average of $887.91. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.84 and a current ratio of 0.94.

United Rentals (NYSE:URI) last announced its quarterly earnings data on Wednesday, January 28th. The construction company reported $11.09 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 business had revenue of $4.21 billion during the quarter, compared to analysts’ expectations of $4.24 billion. During the same period in the prior year, the firm earned $11.59 EPS. United Rentals’s revenue for the quarter was up 2.8% on a year-over-year basis. As a group, analysts forecast that United Rentals will post 44.8 EPS for the current year.

United Rentals announced that its Board of Directors has authorized a stock buyback program on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the construction company to buy up to 8.7% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Hedge Funds Weigh In On United Rentals

A number of institutional investors and hedge funds have recently bought and sold shares of URI. Norges Bank acquired a new stake in United Rentals during the 2nd quarter valued at $776,102,000. JPMorgan Chase & Co. boosted its position in United Rentals by 71.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,874,127 shares of the construction company’s stock valued at $1,411,968,000 after buying an additional 780,322 shares during the last quarter. Capital International Investors boosted its position in United Rentals by 22.8% in the 3rd quarter. Capital International Investors now owns 3,402,524 shares of the construction company’s stock valued at $3,247,762,000 after buying an additional 631,484 shares during the last quarter. Boston Partners grew its stake in shares of United Rentals by 74.5% during the second quarter. Boston Partners now owns 715,250 shares of the construction company’s stock valued at $542,526,000 after acquiring an additional 305,378 shares in the last quarter. Finally, Vaughan Nelson Investment Management L.P. purchased a new stake in shares of United Rentals during the second quarter worth about $152,069,000. Hedge funds and other institutional investors own 96.26% of the company’s stock.

United Rentals News Summary

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

United Rentals Company Profile

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.