United Rentals analysts lift targets, shares stay supported in S&P 500

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-25, 15:29.

United Rentals (US9113631090) attracts renewed analyst attention, with its NYSE-listed shares in the S&P 500 backed by fresh target hikes. BofA and KeyBanc raised their price targets today, underlining a still constructive consensus view according to recent analyst notes.

What the latest calls show

BofA Global Research lifted its price target on United Rentals to 1,195 US dollars from 1,020 dollars and continues to see upside in the equipment rental group, as reported in a recent MarketScreener summary of analyst actions. The MarketScreener note on the BofA move highlights the new target alongside the latest share print around 1,083.72 dollars.

KeyBanc Capital Markets also adjusted its view, raising its United Rentals target to 1,250 dollars from 1,150 dollars while maintaining an Overweight rating for the NYSE-traded shares, again documented in the same analyst aggregation. The KeyBanc update cites a last close near 1,083.72 dollars and places the new target above the average consensus figure of roughly 1,104.52 dollars.

Consensus picture on United Rentals

Recent commentary from Zacks on United Rentals underscores the supportive consensus backdrop behind these price target revisions, with the stock currently carrying a Zacks Rank of #2 (Buy) and a Momentum Style Score of B. A Nasdaq-distributed Zacks analysis notes that the consensus earnings per share estimate for the fiscal year ending December 2026 stands around 47.26 dollars, with estimates up about 1.4 percent over the past three months.

Short-term performance remains comparatively muted but positive, with United Rentals shares up approximately 0.24 percent over the past week while the broader Building Products - Miscellaneous industry gained around 3.71 percent in the same period, according to Zacks performance data. The Zacks one-week performance note frames this move in the context of momentum investing, where a sustained trend is often treated as a potential trading signal.

How United Rentals makes its money

United Rentals generates the bulk of its revenue by renting construction and industrial equipment to contractors and industrial customers across North America, with a fleet that spans earthmoving machinery, aerial work platforms, and material handling equipment. The company also offers specialty rental services, including trench safety solutions, power and HVAC equipment, and portable storage, all supported by a large branch network and online reservation capabilities outlined on its corporate website.

Where the shares trade today

United Rentals shares (US9113631090) trade on the NYSE under the ticker URI and most recently were quoted around 1,083.72 US dollars as of 2026-06-25, 10:17 EDT, based on MarketScreener’s latest pricing snapshot.

This text is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any financial instrument. All data are based on sources deemed reliable but cannot be guaranteed; prices and estimates may change without notice.