Keybanc Rates United Rentals (URI) buy, $1,250 Price Target

Keybanc analyst Ken Newman reiterated a buy rating for United Rentals with a $1,250 target, a 11.80% upside from the current price.

By TradeTexts Research Desk · Published Jun 25, 2026, 10:00 AM EDT · Updated Jun 29, 2026, 11:01 AM EDT

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Keybanc rated United Rentals, Inc. ($URI) "buy" with a $1,250 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.

$1,029.64 +22.58% year to date

Daily close · Oct 16, 2026

Key Points

Keybanc's Ken Newman reiterated a buy rating for United Rentals, Inc. (NYSE: URI) with a price target of $1,250.
Keybanc's $1,250 price target implies 11.80% upside from United Rentals, Inc.'s ($URI) current $1,118.10 share price.
Shares of United Rentals traded at $1,112.89 on Thursday, with a market cap of approximately $68.45 billion and a P/E ratio of 27.95.
Institutional investors like BlackRock and JPMorgan Chase have been active in United Rentals, with BlackRock increasing its position by 91,514 shares.

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On June 25, 2026, Keybanc analyst Ken Newman reiterated his buy rating for United Rentals, Inc. (NYSE: URI), setting a price target of $1,250. This update comes as the stock traded around $1,112.89 on Thursday.

Analyst rating track record

Keybanc vs. the S&P 500

YTD return +45.94% hypothetical

All-time return +72.96% S&P 500 +29.97%

vs. S&P 500 +42.99% ahead of the index

Hypothetical returns from Keybanc's disclosed trades, not real profit or advice. How we model this.

What Changed in Keybanc's United Rentals Position

Keybanc's analyst Ken Newman maintained his positive outlook on United Rentals, keeping a buy rating and setting a price target of $1,250. This suggests confidence in the company's future performance, although the previous target was not disclosed.

Other Institutional Activity in United Rentals

BlackRock, Inc. increased its holdings in United Rentals by 91,514 shares, bringing its total to 5,124,072 shares valued at approximately $3.73 billion, marking a 1.8% rise. Vanguard Capital Management LLC opened a new position with 4,094,282 shares worth about $2.98 billion. JPMorgan Chase & Co significantly boosted its stake by 1,819,320 shares, now holding 2,985,657 shares valued at $2.13 billion, a 156% increase. State Street Corp made a slight reduction, trimming 3,103 shares, ending with 2,961,599 shares valued at $2.16 billion. Capital Research Global Investors also increased its position by 587,617 shares, reaching a total of 2,725,460 shares worth approximately $1.99 billion, a 27.5% increase.

United Rentals, Inc. Stock Up 6.7%

Shares of United Rentals, Inc. traded near $1,112.89 on Thursday. The company, with a market cap of about $68.45 billion, has a P/E ratio of 27.95 and a forward P/E of 20.23. Its beta is 1.82, indicating higher volatility compared to the market. The stock's 52-week range spans from $693.78 to $1,106.88, with a 50-day moving average of $950.72 and a 200-day moving average of $884.96. The company's current ratio is 0.802, and its quick ratio is 0.658, with a debt-to-equity ratio of 167.47.

12-month forecast

$URI price target

United Rentals, Inc. daily closes and this analyst's $1,250 target. Not advice.

Recent Earnings

United Rentals reported revenue of $16.36 billion, reflecting a growth rate of 7.2%. The company achieved a net margin of 15.32% and a return on equity of 28.24%. Its earnings per share stood at $39.09. The next earnings announcement is scheduled for July 22, 2026.

Dividend

United Rentals pays an annual dividend rate of $7.88, yielding 0.72% with a payout ratio of 18.76%.

Insider Buying and Selling at United Rentals, Inc.

Several insiders, including Bruno Marc, Heuer Brandt Julie, and Alexander Taussig, each purchased 203 shares at an average price of $937 on May 8, 2026. These transactions were not part of a pre-planned trading program.

Analysts Set New Price Targets

On June 25, 2026, Keybanc maintained its buy rating for United Rentals with a $1,250 price target. B of A Securities also reiterated a buy rating, setting a target of $1,195. UBS maintained a buy rating with a target of $1,145 on June 3, 2026. The consensus among analysts is a buy rating, with a mean price target of $1,091.43, based on 21 analyst opinions.

About United Rentals

United Rentals, Inc. is a leading equipment rental company headquartered in Stamford, Connecticut. It operates through two segments, General Rentals and Specialty, serving customers in the United States, Canada, Europe, Australia, and New Zealand. The company rents a variety of equipment including construction and industrial machinery, aerial work platforms, and specialty items like trench safety and fluid solutions equipment. Led by CEO Matthew J. Flannery, United Rentals employs around 28,500 people.

Bottom Line

Keybanc's reiterated buy rating for United Rentals underscores the positive sentiment among analysts. The company's strong financial metrics, including robust revenue growth and a solid market position, contribute to this outlook. As always, keep in mind that these analyst ratings are based on past performance and projections, which may not reflect future market conditions.