Insider buying last 90 days
No open-market insider purchases were filed for URI in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every URI insider filing, plotted on the chart in Gekko.Open URI in Gekko
NYSE: URI
United Rentals (URI) Stock Analysis & Forecast
Nov 4 close
$1,123.79−51.38 (−4.4%)
Gekko Brief
AI summaryNov 4 closeUnited Rentals' third-quarter 2026 results showed total revenue up 16% YoY to $4.9 billion, with Specialty Rentals revenue surging 34.7% YoY to $1.70 billion. Adjusted EPS grew to $15.55, beating the $13.97 estimate and prompting a 6.4% reaction, while the company raised full-year 2026 revenue guidance to $18.0 billion to $18.2 billion. A Form 4 insider filing on 1 November was also noted, alongside a modest increase in holdings by one fund.
URI closed at $1,123.79, down 4.4%, but remains above its 50-day average of $1,053.81 and its 200-day average of $974.27, with the 50-day above the 200-day. The stock sits in the Neutral zone of the GekkoIndex at a reading of 50.8, up 6 over five days. Price is about 2.1% below Gekko Fair Value of $1,148.34, putting it within 5% of that level.
The next earnings date falls on 27 January 2027, 83 days out, placing it beyond a typical 20-trading-day hold. Over the last 30 days there has been 1 unusual options signal, with put premium of $1,591,320 against no call premium recorded. Seasonality over five years shows the next 20 trading days averaging a 1.5% gain, positive in 3 of those years. Analyst consensus among 12 firms stands at 10 buy, 1 hold and 1 sell, with a consensus target of $1,292.24.
Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.
United Rentals price vs fair value
Close $1,123.79200-day averageGekko Fair Value $1,148.34
United Rentals quick facts
- Market cap
- $69.58B
- P/E ratio
- 25.9
- Forward P/E
- 20.1
- EPS, TTM
- $45.43
- Revenue, TTM
- $17.50B
- Profit margin
- 16.3%
- Dividend yield
- 0.66%
- Beta
- 1.81
- Volume
- 1.01M avg 562,764
- 1-year return
- +31.1%
- Typical daily move
- ±4.1%
- Typical 20-day move
- ±7.9%
- 50-day average
- $1,053.81
- 200-day average
- $974.27
- Next earnings
- Jan 27
- Shares outstanding
- 61.92M
United Rentals swing-trade checklist
United Rentals scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive2 mixed1 headwind
- Trendsupportive
Above 50 and 200-day
Close $1123.79 is above the 50-day ($1053.81) and 200-day ($974.27) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
50.8, Neutral
Reading 50.8 is in the Neutral zone.
See the GekkoIndex - Fair valuemixed
2.1% below
Price is within 5% of Gekko Fair Value (2.1% below).
See fair value - Smart moneyheadwind
Leans bearish
Last 30 days: 1 unusual options signal.
See smart money - Earnings risksupportive
Reports in 83 days
Next report Jan 27, 2027, 83 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+1.5% on average
From this point in the calendar, the next 20 trading days averaged +1.5% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
United Rentals stock chart and price history
United Rentals closed at $1,123.79 on Nov 4, 2026, +31.1% over the past year, inside a 52-week range of $701.59 to $1,202.12.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +4.0%
- 3 months
- −3.3%
- 6 months
- +16.5%
- 1 year
- +31.1%
The full URI chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open URI in Gekko
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About United Rentals
United Rentals rents out construction and industrial equipment to a wide range of customers, from contractors and manufacturers to utilities, municipalities, government agencies and homeowners. Its offerings span heavy machinery such as backhoes, skid-steer loaders, earthmovers and forklifts, aerial platforms like boom and scissor lifts, and smaller items including pressure washers and hand tools, making it a recognizable name in equipment rental.
The business runs through two divisions. General Rentals handles the broad equipment lineup described above, while the Specialty division supplies more targeted products such as trench safety systems, power generation and climate control units, fluid handling equipment, and mobile storage or office units, mainly for infrastructure, municipal and industrial projects. Beyond renting, the company sells new equipment, tools, consumables and safety supplies, provides parts and repair services, and moves used equipment through its sales staff, brokers, its site, manufacturer sales and auctions.
United Rentals operates roughly 1,360 rental locations across the United States, Canada, Europe, Australia and New Zealand. Its shares trade on the NYSE under the ticker URI.
- Listed
- NYSE
- Sector
- Finance
- Industry
- Finance/Rental/Leasing
- Website
- unitedrentals.com
United Rentals GekkoIndex: the smart money zone
United Rentals’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 50.8, in the Neutral zone, up 6 points over five sessions.
50.8Neutral
Up 6 points over five sessions, from the Distribution zone.
Reading for Nov 4, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 37 | +2.3% | +5.1% | ||
| Accumulation | 182 | 0.0% | +3.9% | ||
| Neutral (current zone) | 432 | +0.8% | +0.8% | ||
| Distribution | 44 | +1.0% | +5.9% | ||
| Selling | 2 | Too few readings yet | |||
Average URI share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.0% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the URI price, zone by zone.Track URI in Gekko
Is United Rentals stock overvalued? Gekko Fair Value
United Rentals trades 2.1% below Gekko Fair Value of $1,148.34, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what United Rentals shares are worth, recalculated every trading day.
$1,148.34
Gekko Fair Value, Nov 4, 2026
2.1% below fair value · About fair value
At the end of Aug 2026 the price was 14.3% below the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open URI in Gekko
United Rentals insider and Congress trading
No open-market insider purchases were filed for United Rentals, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in URI were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for URI, plotted on the chart in Gekko.Open URI in Gekko
Buybacks
United Rentals has been buying back its own shares.
- Bought back, quarter ended Sep 30, 2026
- $375.0M
- As a share of market cap
- 0.54%
- Trailing four quarters
- $1.82B
From company filings.
Unusual options activity last 30 days
1signal, 0% of the flagged premium in calls.
Latest: Bearish flow on Oct 8, $1.59M in unusual premium.
Hedge funds and billionaires quarter ended Jun 30
2of the funds Gekko tracks hold URI.
1added0opened1trimmed0sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko
United Rentals earnings: next date and track record
United Rentals reports on Jan 27, 2027 (83 days away), and beat the EPS estimate in 4 of its last 8 reports.
Next earnings report
Jan 27, 2027
83 days away
- EPS estimate
- $14.21
- Revenue estimate
- $4.82B
4 of 8reports beat the EPS estimate
±10.9%average move across the report
6 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Oct 21, 2026 AI summary
- What they said
- URI reported Q3 2026 record results with total revenue up 16% YoY to $4.9B and rental revenue up 18% to $4.3B. Adjusted EBITDA reached a record $2.3B at 47.6% margin (+160bps YoY), while adjusted EPS grew 33% YoY to $15.55. Specialty rental revenue surged 35% YoY with 40 cold starts YTD. YTD free cash flow was $1.4B; URI returned ~$500M to shareholders in Q3 via buybacks and dividends.
- Guidance
- Management raised full-year guidance, citing better-than-expected performance driven by large project activity across energy, manufacturing, infrastructure, and data centers. Growth momentum expected to continue through remainder of 2026 and into 2027. Fleet sales target remains ~$2.8B with YTD gross rental CapEx of $4.7B.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Oct 21, 2026 | $15.55 est $13.97 | $4.89B est $4.71B | +6.4% |
| Jul 22, 2026 | $12.76 est $11.53 | $4.41B est $4.22B | +12.4% |
| Apr 22, 2026 | $9.71 est $8.94 | $3.99B est $3.87B | +22.4% |
| Jan 28, 2026 | $11.09 est $11.79 | $4.21B est $4.24B | −13.3% |
| Oct 22, 2025 | $11.70 est $12.29 | $4.23B est $4.16B | −8.8% |
| Jul 23, 2025 | $10.47 est $10.51 | $3.94B est $3.89B | +10.6% |
| Apr 23, 2025 | $8.86 est $8.78 | $3.72B est $3.60B | +12.6% |
| Jan 29, 2025 | $11.59 est $11.63 | $4.10B est $3.93B | +0.9% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
United Rentals stock forecast and analyst price targets
Analysts’ average 12-month price target for United Rentals is $1,292.24, +15.0% from the last close, from 12 firms rating the stock in the last 90 days.
$1,292.24consensus 12-month target, +15.0% from the last close
Now $1,123.79Avg $1,292.24
Low $950High $1,450
Each firm’s latest rating in the last 90 days: 12 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Nov 4 | Bernstein | $1,258 | +11.9% |
| Oct 23 | KeyBanc | $1,350 | +20.1% |
| Oct 23 | Robert W. Baird | $1,310 | +16.6% |
| Oct 23 | Wells Fargo | $1,355 | +20.6% |
| Oct 23 | Morgan Stanley | $1,350 | +20.1% |
+0.8%average 20-day move after past Neutral readings
+1.5%average move over the next 20 trading days in the last 5 years
±4.1%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
United Rentals seasonality: the next 20 trading days
Over the next 20 trading days from Nov 4, United Rentals averaged +1.5% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +3.9% | 4 of 5 |
| Next 10 trading days | +2.2% | 3 of 5 |
| Next 15 trading days | +1.8% | 3 of 5 |
| Next 20 trading days | +1.5% | 3 of 5 |
| Next 30 trading days | +2.0% | 2 of 5 |
For scale, URI’s typical 20-trading-day move in either direction is about 7.9%.
United Rentals market cap and key statistics
United Rentals’s market cap is $69.58B, with a P/E ratio of 25.9 and revenue of $17.50B over the last twelve months.
Valuation
- Market cap
- $69.58B
- P/E ratio
- 25.9
- Forward P/E
- 20.1
- EPS, TTM
- $45.43
- Gekko Fair Value
- $1,148.34
Trading
- Volume
- 1.01M
- Avg volume, 20 days
- 562,764
- 52-week high
- $1,202.12
- 52-week low
- $701.59
- Shares outstanding
- 61.92M
Financials
- Revenue, TTM
- $17.50B
- Profit margin
- 16.3%
- Return on equity
- 30.6%
- Quarterly earnings growth, YoY
- +35.4%
Risk and income
- Beta
- 1.81
- Typical daily move
- ±4.1%
- Typical 20-day move
- ±7.9%
- Dividend yield
- 0.66%
United Rentals stock news this week
Coverage of United Rentals this week reads neutral: 5 positive, 11 neutral and 0 negative headlines.
- United Rentals' Specialty Revenue Surges 35%: What Comes Next?TradingView, Nov 4
- United Rentals, Inc. $URI Stock: ProShare Advisors LLC Grows HoldingsMarketBeat, Nov 4
- United Rentals, Inc. $URI Shares Newly Purchased by Mirae Asset Global Investments Co. Ltd.MarketBeat, Nov 4
- United Rentals, Inc. $URI Stock: International Assets Investment Management LLC Raises StakeDefense World, Nov 4
- 4,686 United Rentals, Inc. $URI Shares Sold by Sumitomo Mitsui Trust Group Inc.MarketBeat, Nov 3
- Will Raised Guidance Change United Rentals Stock NarrativeSimply Wall St, Nov 3
United Rentals peers
United Rentals’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| VVisa | Distribution | 7.2% above |
| MAMastercard | Distribution | 5.8% above |
| AXPAmerican Express | Neutral | 1.1% below |
| COFCapital One Financial | Neutral | 8.2% below |
| RKTRocket Companies | Distribution | 12.7% above |
| AERAerCap | Distribution | 2.0% above |
A peer links to its own page where one exists.
United Rentals stock FAQ
What is United Rentals’s market cap?
United Rentals’s market cap is $69.58B at the Nov 4, 2026 close of $1,123.79, with 61.92M shares outstanding. The shares trade on a P/E ratio of 25.9.
What is the United Rentals stock forecast?
The consensus analyst 12-month price target for United Rentals is $1,292.24, +15.0% from the last close. Of the 12 firms that rated the stock in the last 90 days, 10 rate it a buy, 1 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is United Rentals stock overvalued or undervalued?
On Gekko’s estimate United Rentals is about fair value: the Nov 4, 2026 close of $1,123.79 is 2.1% below Gekko Fair Value of $1,148.34. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does United Rentals report earnings next?
United Rentals is expected to report on Jan 27, 2027 (83 days away). Analysts expect earnings of $14.21 per share on revenue of $4.82B. United Rentals beat the earnings estimate in 4 of its last 8 reports, moving 10.9% on average across the report.
What is United Rentals’s 52-week high and low?
United Rentals’s 52-week high is $1,202.12 and its 52-week low is $701.59; it closed at $1,123.79 on Nov 4, 2026, +31.1% over the past year.
Is United Rentals stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (trend, earnings risk and seasonality), 2 as mixed (gekkoindex and fair value) and 1 as a headwind (smart money). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in United Rentals?
Gekko flagged 1 unusual options signal in United Rentals over the last 30 days, with $0 of flagged premium in calls and $1.59M in puts. The latest, bearish flow, was on Oct 8, 2026 with $1.59M in unusual premium. The signal-by-signal table is in Gekko.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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