B of A Securities Rates United Rentals (URI) buy
Analyst Ross Gilardi keeps a buy rating on equipment rental firm United Rentals, setting a $1,195 price target on June 25, 2026, a 6.88% upside from the current price.
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B of A Securities rated United Rentals, Inc. ($URI) "buy" with a $1,195 price target on June 25, 2026.
Since the rating, $URI is down 3.6% after 1 week, down 1.0% after 1 month and down 9.5% to date (from the $1,137.55 close on Jun 25, 2026).
URI
United Rentals, Inc.
Key Points
- B of A Securities analyst Ross Gilardi reiterated a buy rating on United Rentals, Inc. (NYSE:URI) with a $1,195 price target on June 25, 2026.
- B of A Securities's $1,195 price target implies 6.88% upside from United Rentals, Inc.'s ($URI) current $1,118.10 share price.
- The equipment rental provider reports robust financial metrics, including $16.83 billion in revenue and an 11.8% revenue growth rate.
- Wall Street maintains a general consensus buy recommendation on the stock across 21 analyst opinions with a mean target price of $1,269.33.
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B of A Securities Updates Outlook on United Rentals
B of A Securities analyst Ross Gilardi reaffirmed a buy rating on United Rentals, Inc. (NYSE:URI) on June 25, 2026, setting a price target of $1,195. The updated view comes as the equipment rental company continues to navigate shifting demand across its general and specialty rental segments in North America and overseas.
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United Rentals Stock Trading Near Highs
United Rentals shares trade around $1,118.10, sitting comfortably above the 50-day moving average of $1,068.84 and well clear of the 200-day moving average of $937.56. The stock has moved between a 52-week low of $701.59 and a peak of $1,179.18 over the past year. With a market capitalization of roughly $64.1 billion, the company carries a price-to-earnings ratio of 24.78 and a forward P/E ratio of 17.97.
$URI price target
United Rentals, Inc. daily closes and this analyst's $1,195 target. Not advice.
Recent Earnings and Financial Health
United Rentals posted total revenue of $16.83 billion alongside an 11.8% revenue growth rate. The firm generated earnings of $41.57 per share, supported by a net margin of 15.67% and a return on equity of 28.90%. Shareholders are scheduled to look toward the next quarterly earnings report on October 21, 2026, for further updates on fleet utilization and capital spending.
Dividend Payouts for Shareholders
Investors receive an annual dividend rate of $7.88 per share, giving the stock a dividend yield of 0.78%. The payout ratio sits at 18.09%, leaving room for the company to reinvest cash flow back into its rental fleet and service operations.
Wall Street Analyst Consensus
Other Wall Street firms have updated their views on United Rentals in recent months. On October 5, 2026, Truist Securities maintained a buy rating while adjusting its target to $1,395 from $1466. RBC Capital reiterated an outperform rating with a target of $1,323 on September 24, 2026. Earlier in September, JP Morgan moved to a neutral rating with a $1,170 target. Evercore ISI Group maintained an outperform rating with a $1,262 target in August, while Argus Research reiterated a buy rating with a $1,250 target. Overall, the stock holds a consensus buy recommendation backed by 21 analyst opinions and a mean price target of $1,269.33, with targets ranging from a low of $950 up to $1,610.
What United Rentals Does
Headquartered in Stamford, Connecticut, United Rentals operates as a major equipment rental provider across the United States, Canada, Europe, Australia, and New Zealand. The company rents general construction tools, backhoes, and earthmoving gear through its General Rentals segment, while its specialty division supplies trench safety gear, power generation, and mobile storage space to industrial and municipal clients.
Looking Ahead at Upcoming Catalysts
Investors will keep an eye on the upcoming earnings release scheduled for October 21, 2026, to gauge how equipment demand holds up through the back half of the year. Market participants also monitor ongoing congressional disclosures and institutional filings for shifts in major holdings, keeping in mind that analyst ratings and filings provide a look backward or forward at a single snapshot in time without offering direct investment advice.
Related Filing Alerts
Source: B of A Securities's rating change on $URI (Jun 25, 2026). Written by software, not financial advice. How we make alerts