United Rentals surges 14.7% as Q1 results beat expectations and 2026 outlook rises

United Rentals (URI) is up 14.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The stock jumped after the company posted record first-quarter results and lifted its full-year 2026 guidance ranges. Investors also appeared to respond positively to strong rental revenue growth, solid free cash flow generation, and continued capital returns via buybacks and dividends.

Details:

First-quarter total revenue was $3.985 billion, including rental revenue of $3.419 billion, with rental revenue up 8.7% year over year.

Net income was $531 million (GAAP diluted EPS of $8.43), while adjusted EPS was $9.71 for the quarter.

The company raised full-year 2026 guidance, including total revenue of $16.9 billion to $17.4 billion and adjusted EBITDA of $7.625 billion to $7.875 billion.

United Rentals returned $500 million to shareholders in the quarter, including $375 million of share repurchases and $125 million of dividends, and noted it had begun executing a new $5.0 billion repurchase authorization.

Sources:

U.S. SEC, Associated Press, Seeking Alpha

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$URI Insider Trading Activity

$URI insiders have traded $URI stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $URI stock by insiders over the last 6 months:

MICHAEL D DURAND (EVP, Chief Operating Officer) sold 2,490 shares for an estimated $1,969,946
WILLIAM E. GRACE (EVP, CFO) sold 1,497 shares for an estimated $1,184,518

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

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$URI Hedge Fund Activity

We have seen 676 institutional investors add shares of $URI stock to their portfolio, and 646 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 2,757,788 shares (-81.1%) from their portfolio in Q4 2025, for an estimated $2,231,932,984
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,420,283 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $1,149,463,437
CAPITAL RESEARCH GLOBAL INVESTORS removed 818,118 shares (-27.7%) from their portfolio in Q4 2025, for an estimated $662,119,259
FMR LLC removed 771,707 shares (-49.0%) from their portfolio in Q4 2025, for an estimated $624,557,909
MILLENNIUM MANAGEMENT LLC added 334,925 shares (+378.1%) to their portfolio in Q4 2025, for an estimated $271,061,501
CORIENT PRIVATE WEALTH LLC added 324,503 shares (+1667.4%) to their portfolio in Q4 2025, for an estimated $262,626,767
LONDON & CAPITAL ASSET MANAGEMENT LTD added 236,295 shares (+603.8%) to their portfolio in Q4 2025, for an estimated $191,238,269

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$URI Government Contracts

We have seen $1,627,284 of award payments to $URI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

RENTAL OF TEMPORARY HVAC UNITS: $162,489
SHORT TERM RENTAL OF EQUIPMENT: $124,276
UNITED RENTALS, AIR CONDITIONING UNIT RENTAL - FCI MIAMI: $87,377
SHORT TERM RENTAL OF EQUIPMENT: $81,225
SHORT TERM RENTAL OF EQUIPMENT: $64,215

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$URI Congressional Stock Trading

Members of Congress have traded $URI stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $URI stock by members of Congress over the last 6 months:

REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $15,000 on 03/25.
REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.
REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/16 and 1 sale worth up to $15,000 on 02/02.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$URI Analyst Ratings

Wall Street analysts have issued reports on $URI in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Overweight" rating on 01/30/2026
Citigroup issued a "Buy" rating on 01/13/2026
Truist Securities issued a "Buy" rating on 12/18/2025
Wells Fargo issued a "Overweight" rating on 11/14/2025

To track analyst ratings and price targets for $URI, check out Quiver Quantitative's $URI forecast page.

$URI Price Targets

Multiple analysts have issued price targets for $URI recently. We have seen 8 analysts offer price targets for $URI in the last 6 months, with a median target of $1022.0.

Here are some recent targets:

Tami Zakaria from JP Morgan set a target price of $850.0 on 04/10/2026
David Raso from Evercore ISI Group set a target price of $1019.0 on 02/23/2026
Kyle Menges from Citigroup set a target price of $950.0 on 02/02/2026
Sabahat Khan from RBC Capital set a target price of $1041.0 on 01/30/2026
Jerry Revich from Wells Fargo set a target price of $1071.0 on 01/23/2026
Steven Fisher from UBS set a target price of $1025.0 on 01/05/2026
Jamie Cook from Truist Securities set a target price of $1045.0 on 12/18/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.