United Rentals, Inc. (URI) Stock Price & Analysis
United Rentals, Inc. (URI) closed at USD 1,111.02 on Thursday, October 22, 2026, up 3.93% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 1,068.98; the Oct 22, 2026 session ranged USD 1,046.75–1,113.86 on volume of 1,119,831 shares. Market capitalization is $69.15B, with a 52-week range of USD 701.59–1,179.18 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/URI.md
Key facts (URI)
- 5 of 80 tracked superinvestors hold URI (13F, Q2 2026): 1 new, 0 added, 2 reduced, 2 unchanged.
- Analysts: Buy (mean 2.18 on a 1–5 scale) (22 analysts), mean target USD 1,285.19 (range 950–1,610).
- Total return with dividends: 1Y +22.5% vs S&P 500 +14.9%; 5Y +213.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-21, EPS estimate USD 14.04, revenue estimate $4.79B.
Superinvestors (SEC 13F-HR, Q2 2026) (URI)
5 of 80 tracked investors hold URI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Rolfe | Wedgewood Partners | 3.91% | $19.0M | Reduced -33.6% |
| Thomas Gayner | Markel Group | 0.27% | $35.3M | Unchanged |
| Torray Funds | 0.10% | $748K | Unchanged | |
| Jensen Investment Management | 0.05% | $2.2M | Reduced -12.4% | |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $471K | New position |
Analysts (URI)
Consensus Buy (mean 2.18 on a 1–5 scale), 22 analysts; mean target USD 1,285.19 (low 950, high 1,610).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | UBS | Target raised | Buy | $1350 → $1450 |
| 2026-10-05 | Truist Securities | Target lowered | Buy | $1466 → $1395 |
| 2026-09-24 | RBC Capital | Reiterated | Outperform | $1323 |
| 2026-09-10 | JP Morgan | Downgrade | Overweight → Neutral | $1235 → $1170 |
| 2026-08-11 | Evercore ISI Group | Target raised | Outperform | $1101 → $1262 |
| 2026-08-04 | Argus Research | Reiterated | Buy | $1250 |
| 2026-07-25 | UBS | Target raised | Buy | $1300 → $1350 |
| 2026-07-24 | Truist Securities | Target raised | Buy | $1421 → $1466 |
| 2026-07-24 | JP Morgan | Target raised | Overweight | $1100 → $1235 |
| 2026-07-24 | Wells Fargo | Target raised | Overweight | $1245 → $1355 |
| 2026-07-24 | Barclays | Target raised | Underweight | $715 → $950 |
| 2026-07-24 | Citigroup | Target raised | Buy | $1270 → $1330 |
Total return (dividends reinvested) (URI)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +22.5% | +213.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +22.6% | +25.6% |
| Volatility (annualized) | 42.0% | 39.3% |
| Max drawdown | -25.5% (Jan 2026→Mar 2026) | -38.9% (Nov 2021→Jun 2022) |
URI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $14.04 | $13.06 | +7.5% | $4.79B | 17 |
| Next quarter (ends Mar 2027) | $11.87 | $11.17 | +6.3% | $4.45B | 10 |
| Current fiscal year (ends Dec 2026) | $51.57 | $49.14 | +4.9% | $18.08B | 18 |
| Next fiscal year (ends Dec 2027) | $60.89 | $56.58 | +7.6% | $19.76B | 19 |
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 1,111.02 |
|---|---|
| Change | ▲ 3.93% (up) |
| Previous Close | USD 1,068.98 |
| Open | USD 1,093.99 |
| Day Range | USD 1,046.75 – 1,113.86 |
| 52-Week Range | USD 701.59 – 1,179.18 |
| Volume | 1,119,831 shares |
| Market Cap | $69.15B |
| Exchange | NYQ |
Technical Analysis (URI)
Nexqual's technical model rates URI "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 64.92 (neutral) |
| vs SMA50 | Above (USD 1,045.87) |
| MACD | 7.34 (positive) |
Analyst Ratings (URI)
Wall Street analysts rate URI "Buy" based on 22 analysts, with a mean price target of USD 1,285.19 (range USD 950–1,610), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 22 |
| Mean Target | USD 1,285.19 |
| High Target | USD 1,610 |
| Low Target | USD 950 |
| Buy / Hold / Sell | 16 / 5 / 1 |
Earnings (URI)
| Next Earnings Date | 2026-10-21 |
|---|---|
| EPS Estimate | USD 14.04 |
| Revenue Estimate | $4.79B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 15.55 vs est 14.03 ▲ beat |
| 2026-06-30 | USD 12.76 vs est 11.59 ▲ beat |
| 2026-03-31 | USD 9.71 vs est 8.94 ▲ beat |
| 2025-12-31 | USD 11.09 vs est 11.8 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (URI)
| Total Revenue | $17.50B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +15.70% |
| Gross Margin | +39.19% |
| Operating Margin | +29.20% |
| Profit Margin | +16.33% |
| ROE | +30.56% |
| Debt / Equity | 1.64 |
| Current Ratio | 0.8 |
| Total Cash | $153.00M |
| Total Debt | $15.87B |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (URI)
Nexqual rates United Rentals, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Mixed — Revenue +4.9% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 39%, operating 29% (last 12 months) |
| Balance Sheet | Critical — $153M cash vs $15.9B debt |
| Cash Flow | Solid — Operating cash flow $5.19B (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 31%, ROA 9.1% |
Ownership (URI)
| Insider Ownership | +0.44% |
|---|---|
| Institutional Ownership | +95.53% |
| Shares Outstanding | 62.24M |
| Float | 61.84M |
| Short % of Float | +2.59% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (URI)
United Rentals, Inc. is led by Matthew J. Flannery, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:26 UTC.
| President, CEO & Director | Matthew J. Flannery |
|---|---|
| Executive VP & CFO | William Edward Grace |
| Executive VP & COO | Michael D. Durand |
| Senior VP and Chief Technology & Strategy Officer | Anthony S. Leopold |
| Vice President of Investor Relations | Elizabeth Carolyn Grenfell |
Major Backers & Investors (URI)
Notable institutional backers of United Rentals, Inc. include Capital Group, JPMorgan, Franklin Resources, Inc., according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Capital Group | 5.74% |
| JPMorgan | 4.55% |
| Franklin Resources, Inc. | 2.9% |
| Morgan Stanley | 2.4% |
| Fidelity | 1.31% |
| Investment Co of America | 1.2% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.9% |
| BlackRock | 8.25% |
| State Street | 4.81% |
| Geode Capital | 2.73% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings, Inc. | USD 78.87 | ▲ 0.47% |
| AER | AerCap Holdings N.V. | USD 147.68 | ▼ 0.13% |
| UHAL | U-Haul Holding Company | USD 56.8 | ▲ 1.87% |
| R | Ryder System, Inc. | USD 265.53 | ▲ 10.49% |
| GATX | GATX Corporation | USD 167.5 | ▲ 1.95% |
| HRI | Herc Holdings Inc. | USD 133.55 | ▲ 1.38% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
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