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
$1,013.91+11.38 (+1.1%)
Close on Sep 18, 2026. Page updated Sep 19, 9:19 pm ET.
Gekko Brief
AI summaryUnited Rentals closes at $1013.91, up 1.1%, sitting between its 50-day average of $1070.16 and its 200-day average of $936.41. The GekkoIndex reads 64.9, placing the stock in the Accumulation zone, while price stands 3.7% below Gekko Fair Value of $1052.95.
This week's coverage centers on demand and ownership shifts. United Rentals executives said construction-equipment rental demand has exceeded expectations, citing an accelerating pipeline of large projects and continued specialty rental strength. Separately, Craig Pintoff, the company's Executive Vice President and Chief Administrative Officer, was appointed to TJX's board. Ownership activity was mixed: NewEdge Advisors raised its stake by 106% to 3,002 shares valued at $3.4 million, and Bank of America acquired 833,440 shares valued at approximately $944.196 million, about 1.34% of the company, while a separate report noted insiders sold $4.8 million worth of stock over the last year with no purchases in that period.
Earnings are scheduled for 28 October, 38 days out, beyond a typical 20-day trading window; the last report on 21 July showed adjusted EPS of $12.76 against an estimate of $11.67, with a 2.2% reaction, and 3 beats in the last 8 quarters. Seasonality over the next 20 trading days has averaged +3.5% across 5 years, rising in 4 of them. Analyst coverage stands at 12 buy, 2 hold and 1 sell among 15 firms, with a consensus target of $1269.33.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $1,013.91200-day averageGekko Fair Value $1,052.95
Key stats
- Market cap
- $63.11B
- P/E ratio
- 24.2
- Forward P/E
- 18
- EPS, TTM
- $41.40
- Revenue, TTM
- $16.83B
- Profit margin
- 15.7%
- Dividend yield
- 0.75%
- Beta
- 1.79
- Volume
- 587,651 avg 429,355
- 1-year return
- +8.9%
- Typical daily move
- ±2.9%
- Typical 20-day move
- ±7.8%
- 50-day average
- $1,070.16
- 200-day average
- $936.41
- Next earnings
- Oct 28
- Shares outstanding
- 62.24M
United Rentals swing-trade checklist
United Rentals scores 3 supportive, 2 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive2 mixed0 headwinds
- Trendmixed
Averages disagree
Close $1013.91 sits between the 50-day ($1070.16) and 200-day ($936.41) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
64.9, Accumulation
Reading 64.9 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
3.7% below
Price is within 5% of Gekko Fair Value (3.7% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 38 days
Next report Oct 28, 2026, 38 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+3.5% on average
From this point in the calendar, the next 20 trading days averaged +3.5% over 5 years, rising in 4 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 $1,013.91 on Sep 18, 2026, +8.9% over the past year, inside a 52-week range of $701.59 to $1,179.18.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −9.2%
- 3 months
- −5.8%
- 6 months
- +40.8%
- 1 year
- +8.9%
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 64.9, in the Accumulation zone, down 3.7 points over five sessions.
64.9Accumulation
Down 3.7 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 37 | +2.3% | +5.1% | ||
| Accumulation (current zone) | 166 | −0.2% | +3.9% | ||
| Neutral | 413 | +0.7% | +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, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. 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 3.7% below Gekko Fair Value of $1,052.95, 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.
$1,052.95
Gekko Fair Value, Sep 19, 2026
3.7% below fair value · About fair value
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.
- Latest authorization
- $5.00B, Jul 22, 2026
- Bought back, quarter ended Jun 30, 2026
- $395.0M
- As a share of market cap
- 0.63%
- Trailing four quarters
- $2.07B
From company filings.
Hedge funds and billionaires quarter ended Jun 30
2of the funds Gekko tracks hold URI.
1added0opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
United Rentals earnings: next date and track record
United Rentals reports on Oct 28, 2026 (38 days away), and beat the EPS estimate in 3 of its last 8 reports.
Next earnings report
Oct 28, 2026
38 days away
- EPS estimate
- $13.92
- Revenue estimate
- $4.70B
3 of 8reports beat the EPS estimate
±9.2%average move across the report
5 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 21, 2026 AI summary
- What they said
- United Rentals reported strong Q2 2026 results with record total revenue ($4.4B), rental revenue (~$3.8B), adjusted EBITDA (just over $2B) and adjusted EPS ($12.76, +22% YoY). Fleet productivity and time utilization hit record levels, specialty rental revenue grew ~25% YoY across all subsegments, and management raised full-year 2026 guidance and increased planned CapEx for the back half of the year. Management highlighted strong demand driven by large/mega projects (data centers, LNG, infrastructure, semiconductors, power), continued cost discipline (labor, delivery, R&M positive absorption), and progress on restructuring/cost-savings initiatives. Headwinds discussed included variability in ancillary and re-rent revenue, transportation/repositioning costs (fuel-driven), and supply tightness in certain specialty/high-utilization equipment categories. Management expressed confidence in demand continuing into 2027 but did not provide 2027 guidance. Capital allocation remains flexible with a robust M&A pipeline, intention to pursue investment-grade credit rating migration, and ongoing share repurchase/M&A optionality.
- Guidance
- Management raised 2026 full-year guidance (no specific numeric guidance disclosed in the transcript). They noted they increased planned CapEx for the back half of 2026 (rough cadence ~30-35% in Q3, balance in Q4). They reiterated expectations of flat full-year margins excluding the prior-year H&E impact and reiterated realized restructuring savings of ~$45-50M expected in 2026 (with related charges of $55-65M expected for the year). Management expects continued strong demand into the second half of 2026 and said tailwinds may carry into 2027 but provided no 2027 guidance.
- Risks flagged
- Risks cited on the call include volatility in fuel and energy prices, variability in ancillary and re-rent revenues, transportation/repositioning cost variability, supply constraints/tightness for certain specialty and high-utilization equipment categories, macroeconomic uncertainties that could affect local market demand (interest rates, housing), and the usual SEC/disclosure safe-harbor risks noted at the start of the call.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 21, 2026 | $12.76 est $11.67 | $4.41B est $4.22B | +2.2% |
| 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% |
| Oct 23, 2024 | $11.80 est $12.49 | $3.99B est $4.01B | −2.7% |
“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 $1,269.33, +25.2% from the last close, from 15 firms rating the stock in the last 90 days.
$1,269.33consensus 12-month target, +25.2% from the last close
Now $1,013.91Avg $1,269.33
Low $950High $1,466
Each firm’s latest rating in the last 90 days: 15 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 14 | Citi | $1,330 | +31.2% |
| Sep 10 | J.P. Morgan | $1,170 | +15.4% |
| Sep 3 | Bernstein | $1,317 | +29.9% |
| Aug 31 | Bernstein | $1,317 | +29.9% |
| Aug 17 | Wells Fargo | $1,355 | +33.6% |
+3.9%average 20-day move after past Accumulation readings
+3.5%average move over the next 20 trading days in the last 5 years
±2.9%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 Sep 19, United Rentals averaged +3.5% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.1% | 3 of 5 |
| Next 10 trading days | +0.5% | 3 of 5 |
| Next 15 trading days | +1.0% | 3 of 5 |
| Next 20 trading days | +3.5% | 4 of 5 |
| Next 30 trading days | +2.2% | 3 of 5 |
For scale, URI’s typical 20-trading-day move in either direction is about 7.8%.
United Rentals market cap and key statistics
United Rentals’s market cap is $63.11B, with a P/E ratio of 24.2 and revenue of $16.83B over the last twelve months.
Valuation
- Market cap
- $63.11B
- P/E ratio
- 24.2
- Forward P/E
- 18
- EPS, TTM
- $41.40
- Gekko Fair Value
- $1,052.95
Trading
- Volume
- 587,651
- Avg volume, 20 days
- 429,355
- 52-week high
- $1,179.18
- 52-week low
- $701.59
- Shares outstanding
- 62.24M
Financials
- Revenue, TTM
- $16.83B
- Profit margin
- 15.7%
- Return on equity
- 28.9%
- Quarterly earnings growth, YoY
- +25.5%
Risk and income
- Beta
- 1.79
- Typical daily move
- ±2.9%
- Typical 20-day move
- ±7.8%
- Dividend yield
- 0.75%
United Rentals stock news this week
Coverage of United Rentals this week reads positive: 5 positive, 3 neutral and 1 negative headlines.
- United Rentals Sees Large-Project Pipeline Accelerate as Specialty Demand Stays StrongMarketBeat, Sep 19
- TJX appoints United Rentals executive to board of directors By Investing.comInvesting.com Canada, Sep 17
- TJX appoints United Rentals executive to board of directorsInvesting.com, Sep 17
- NewEdge Advisors LLC Increases Holdings in United Rentals, Inc. $URIMarketBeat, Sep 16
- Bank of America Corp DE Acquires Shares of 833,440 United Rentals, Inc. $URIMarketBeat, Sep 16
- Possible Bearish Signals With United Rentals Insiders Disposing StockMoomoo, Sep 15
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 | Accumulation | 5.1% below |
| MAMastercard | Accumulation | 6.8% below |
| AXPAmerican Express | Buying | 14.4% below |
| COFCapital One Financial | Accumulation | 12.3% below |
| RKTRocket Companies | Buying | 19.9% below |
| SYFSynchrony Financial | Accumulation | 8.4% below |
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 $63.11B at the Sep 18, 2026 close of $1,013.91, with 62.24M shares outstanding. The shares trade on a P/E ratio of 24.2.
What is the United Rentals stock forecast?
The consensus analyst 12-month price target for United Rentals is $1,269.33, +25.2% from the last close. Of the 15 firms that rated the stock in the last 90 days, 12 rate it a buy, 2 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 Sep 18, 2026 close of $1,013.91 is 3.7% below Gekko Fair Value of $1,052.95. 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 Oct 28, 2026 (38 days away). Analysts expect earnings of $13.92 per share on revenue of $4.70B. United Rentals beat the earnings estimate in 3 of its last 8 reports, moving 9.2% on average across the report.
What is United Rentals’s 52-week high and low?
United Rentals’s 52-week high is $1,179.18 and its 52-week low is $701.59; it closed at $1,013.91 on Sep 18, 2026, +8.9% 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 5 items with data read as supportive (gekkoindex, earnings risk and seasonality), 2 as mixed (trend and fair value). The checklist is a description of current data, not a recommendation.
How this page works
Prices and signals update after every 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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