UBS Raises United Rentals (URI) Price Target to $1,450
Key Points
- UBS reiterated its Buy rating on United Rentals, Inc. (URI) on October 22, 2026, and lifted its price target from $1350.00 to $1450.00.
- UBS's $1,450 price target implies 32.74% upside from United Rentals, Inc.'s ($URI) current $1,092.39 share price.
- United Rentals shares recently traded around $1092.39, sitting roughly 13.5% above their 200-day moving average.
- The equipment rental firm posts a trailing twelve-month revenue of $16.83 billion with a net margin of 15.7%.
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UBS reaffirmed its Buy rating on United Rentals, Inc. URI on October 22, 2026, while raising its price target from $1350.00 to $1450.00. According to a research note released on October 22, 2026, the firm maintained its upbeat outlook on the industrial equipment rental provider.
URI
United Rentals, Inc.
UBS vs. the S&P 500
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UBS's Call on United Rentals
UBS kept its Buy rating intact and pushed its target higher to $1450.00 from $1350.00. The updated target sits well above where the stock recently changed hands.
Other Institutional Activity in United Rentals
Other large investors adjusted their holdings recently. Quilter trimmed its stake by 2530 shares, ending with 34207 shares worth about $34233682.0 on October 21, 2026. Crescent Grove Advisors closed out its position by selling 486 shares on October 21, 2026. Franklin Resources, Inc. grew its holdings by 146485 shares, ending with 1805427 shares worth about $2005865540.0 on June 30, 2026.
United Rentals, Inc. Stock Up 4.6%
United Rentals shares recently traded around $1092.39 as of October 22, 2026, coming in below the closing price of $1111.02 recorded on October 22, 2026. The stock trades above both its 50-day moving average of $1046.23 and its 200-day moving average of $962.68. Over the past year, shares have changed hands as low as $701.59 and as high as $1179.18.
$URI price target
United Rentals, Inc. daily closes and this analyst's $1,450 target. Not advice.
Recent Earnings
United Rentals generated $16.83 billion in trailing twelve-month revenue and $41.57 in earnings per share. The company reports a net profit margin of 15.7% and a return on equity of 28.9%. Its next earnings report is scheduled for January 27, 2027.
Dividend
The company pays an annual dividend rate of $7.88 per share, which translates to a dividend yield of 0.74%. The payout ratio stands at 18.1% of earnings.
Insider Buying and Selling at United Rentals, Inc.
Company insiders executed several sales earlier in the year. Chief Executive Officer Matthew John Flannery sold 22768 shares at an average price of $984.98 for a total value of $22425934.0 on April 24, 2026. Officer Craig Adam Pintoff sold 2466 shares at $963.00 on April 27, 2026. Officer Joli Lyn Gross sold 306 shares at $954.99 on April 27, 2026. Chief Financial Officer William E. Grace sold 1500 shares at $1133.15 on July 24, 2026.
Analysts Set New Price Targets
Wall Street firms maintain varied stances on the stock. Evercore ISI Group maintained an Outperform rating with a $1262.00 target on August 11, 2026. JP Morgan downgraded the stock to Neutral with a $1170.00 target on September 10, 2026. RBC Capital reiterated an Outperform rating with a $1323.00 target on September 24, 2026. Truist Securities maintained a Buy rating with a $1395.00 target on October 5, 2026. Across 21 analyst opinions, the stock carries a consensus buy rating and a mean price target of $1261.10.
About United Rentals
United Rentals, Inc. operates as a major equipment rental provider across the United States, Canada, Europe, Australia, and New Zealand. The company serves customers through two primary segments: General Rentals and Specialty. UBS's renewed confidence highlights strong demand for the firm's equipment fleet.
Bottom Line
UBS remains optimistic about United Rentals with its higher $1450.00 price target. Investors will look toward the next earnings release on January 27, 2027, for further updates on rental demand.
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Source: UBS's rating change on $URI (Oct 22, 2026). Written by software, not financial advice. How we make alerts