Citi analyst Kyle Menges has reaffirmed his Buy rating on United Rentals (URI), setting a price target of $1,330.00. The stock closed at $1,111.02 on the day the report was released. Menges, a 5-star analyst with a 19.0% average return and a 62.58% success rate, covers the Industrials sector and focuses on companies like United Rentals, Caterpillar, and Agco.
United Rentals also received a Buy rating from KeyBanc’s Kenneth Newman in a separate report. However, Barclays maintained a Sell rating on the stock, highlighting a divergence in analyst opinions.
The company recently reported its earnings for the quarter ending June 30, 2026, with revenue of $4.41 billion and a net profit of $753 million. This represents growth from the previous year’s revenue of $3.94 billion and net profit of $622 million.
Despite the positive analyst ratings, corporate insider sentiment is negative. Over the past quarter, there has been an increase in insiders selling their shares. Most recently, William E. Grace, the EVP and CFO of United Rentals, sold 1,500 shares for a total of $1,699,725.00 in July 2026.