KeyCorp Issues Negative Outlook for United Rentals Earnings

United Rentals, Inc. (NYSE:URI) – Analysts at KeyCorp decreased their FY2025 earnings estimates for shares of United Rentals in a report issued on Tuesday, December 16th. KeyCorp analyst K. Newman now expects that the construction company will earn $42.90 per share for the year, down from their previous estimate of $44.25. KeyCorp currently has a “Overweight” rating on the stock. The consensus estimate for United Rentals’ current full-year earnings is $44.80 per share. KeyCorp also issued estimates for United Rentals’ Q4 2025 earnings at $11.92 EPS, Q1 2026 earnings at $9.14 EPS, Q3 2026 earnings at $13.46 EPS, Q4 2026 earnings at $13.68 EPS and FY2026 earnings at $47.94 EPS.

A number of other equities research analysts have also recently weighed in on URI. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a research note on Wednesday, October 8th. UBS Group reiterated a “neutral” rating and issued a $1,025.00 price target on shares of United Rentals in a research report on Tuesday, October 28th. Baird R W raised shares of United Rentals from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 1st. JPMorgan Chase & Co. lifted their price objective on shares of United Rentals from $1,000.00 to $1,150.00 and gave the company an “overweight” rating in a research note on Monday, September 22nd. Finally, Citigroup decreased their target price on shares of United Rentals from $1,140.00 to $950.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, United Rentals currently has a consensus rating of “Moderate Buy” and a consensus target price of $954.83.

United Rentals Stock Up 1.4%

Shares of NYSE URI opened at $811.98 on Thursday. The stock has a market cap of $51.67 billion, a PE ratio of 20.88, a price-to-earnings-growth ratio of 1.82 and a beta of 1.68. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.40. United Rentals has a 52-week low of $525.91 and a 52-week high of $1,021.47. The business has a 50-day moving average price of $856.10 and a 200 day moving average price of $859.02.

United Rentals (NYSE:URI) last released its quarterly earnings data on Wednesday, October 22nd. The construction company reported $11.70 earnings per share (EPS) for the quarter, missing the consensus estimate of $12.43 by ($0.73). United Rentals had a net margin of 15.83% and a return on equity of 31.30%. The company had revenue of $4.23 billion during the quarter, compared to analyst estimates of $4.16 billion. During the same quarter in the prior year, the company earned $11.80 EPS. The business’s revenue was up 5.9% on a year-over-year basis.

United Rentals Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, November 26th. Shareholders of record on Wednesday, November 12th were issued a $1.79 dividend. This represents a $7.16 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Wednesday, November 12th. United Rentals’s payout ratio is currently 18.42%.

Hedge Funds Weigh In On United Rentals

Large investors have recently modified their holdings of the business. Loomis Sayles & Co. L P acquired a new position in United Rentals during the second quarter worth $28,000. Salomon & Ludwin LLC boosted its position in shares of United Rentals by 650.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock worth $29,000 after purchasing an additional 26 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in shares of United Rentals during the 3rd quarter worth $29,000. Flaharty Asset Management LLC purchased a new position in shares of United Rentals in the 1st quarter valued at about $30,000. Finally, Maseco LLP acquired a new stake in shares of United Rentals in the second quarter valued at about $32,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

About United Rentals

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.