Herc Holdings (HRI) Aandelenoverzicht
Herc Holdings Inc. is samen met haar dochterondernemingen actief als verhuurbedrijf van apparatuur in de Verenigde Staten en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 1/6 |
| Dividenden | 2/6 |
Beloningen
Risicoanalyse
HRI Community Fair Values
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Analyst Price Targets
Herc Holdings Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$168.83 |
| 52 Week Hoogtepunt | US$188.35 |
| 52 Week Laag | US$88.45 |
| Bèta | 1.87 |
| 1 maand verandering | 24.43% |
| 3 maanden verandering | 28.01% |
| 1 Jaar Verandering | 45.34% |
| 3 jaar verandering | 28.30% |
| 5 jaar verandering | 27.53% |
| Verandering sinds IPO | 410.83% |
Recent nieuws en updates
Analyse-artikel • Aug 04
We Think Herc Holdings' (NYSE:HRI) Profit Is Only A Baseline For What They Can Achieve
Even though Herc Holdings Inc. ( NYSE:HRI ) posted strong earnings, investors appeared to be underwhelmed. We did some...Seeking Alpha • Jul 28
Herc Holdings' Dip Offers An Entry Point
Summary Herc Holdings Inc. delivered robust Q2 results, with revenue up 20.2% year-over-year and management raising full-year guidance. HRI’s acquisition of H&E Equipment Services is driving significant revenue and synergy gains, with incremental cost savings expected to reach $125 million by year-end. Despite a 54.7% stock rally since March, HRI remains attractively valued on both absolute and relative bases, with manageable leverage. Management is aggressively investing in growth, targeting mega projects, and increasing net rental equipment expenditures to $850–$950 million for 2026. Read the full article on Seeking Alpha
Narratiefupdate • Jul 22
HRI: Constructive End Market Demand Will Support Future Upside Potential
The analyst price target for Herc Holdings has been increased from $168.90 to about $174.83. Analysts attribute the revision to updated Q2 previews that highlight constructive end market demand and generally supportive U.S. macro data as key factors.
Narratiefupdate • Jul 08
HRI: Acquisition Integration And Margin Improvement Will Support Future Upside
Herc Holdings' analyst fair value estimate has been adjusted from $206.00 to $220.00 as analysts update their models for revenue growth, profit margin and forward P/E assumptions following a mix of recent price target changes across the Street. Analyst Commentary Recent Street research on Herc Holdings reflects a mix of initiation, target cuts and subsequent target increases.Recent updates
Analyse-artikel • Aug 04
We Think Herc Holdings' (NYSE:HRI) Profit Is Only A Baseline For What They Can Achieve
Even though Herc Holdings Inc. ( NYSE:HRI ) posted strong earnings, investors appeared to be underwhelmed. We did some...Seeking Alpha • Jul 28
Herc Holdings' Dip Offers An Entry Point
Summary Herc Holdings Inc. delivered robust Q2 results, with revenue up 20.2% year-over-year and management raising full-year guidance. HRI’s acquisition of H&E Equipment Services is driving significant revenue and synergy gains, with incremental cost savings expected to reach $125 million by year-end. Despite a 54.7% stock rally since March, HRI remains attractively valued on both absolute and relative bases, with manageable leverage. Management is aggressively investing in growth, targeting mega projects, and increasing net rental equipment expenditures to $850–$950 million for 2026. Read the full article on Seeking AlphaNarratiefupdate • Jul 22
HRI: Constructive End Market Demand Will Support Future Upside Potential
The analyst price target for Herc Holdings has been increased from $168.90 to about $174.83. Analysts attribute the revision to updated Q2 previews that highlight constructive end market demand and generally supportive U.S. macro data as key factors.Narratiefupdate • Jul 08
HRI: Acquisition Integration And Margin Improvement Will Support Future Upside
Herc Holdings' analyst fair value estimate has been adjusted from $206.00 to $220.00 as analysts update their models for revenue growth, profit margin and forward P/E assumptions following a mix of recent price target changes across the Street. Analyst Commentary Recent Street research on Herc Holdings reflects a mix of initiation, target cuts and subsequent target increases.Analyse-artikel • Jun 21
Herc Holdings (HRI) Stock Could Be 8.2% Undervalued After Strong Quarterly Growth
Herc Holdings (HRI) is back on investors’ radar after its latest quarter showed a 32.29% rise in revenue and a 33.33% increase in net profit, alongside stronger institutional participation. See our latest analysis for Herc Holdings. Herc Holdings’ share price has moved sharply higher in recent months, with a 48.95% 90 day share price return and a 37.67% total shareholder return over the past year. This suggests momentum is building as investors reassess the company’s prospects and risk...
Narratiefupdate • Jun 16
HRI: Slower Revenue And Margin Outlook Will Pressure Future Stock Multiple
The updated analyst price target for Herc Holdings reflects a modest reset of fair value to about $118, with analysts pointing to revised assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary on Herc Holdings Recent Street research around Herc Holdings has included both higher and lower price targets, with several bearish analysts highlighting risks that help explain the more cautious end of the updated fair value range.Narratiefupdate • Jun 02
HRI: Mega Project Pipeline And Higher Margins Will Support Future Upside
Herc Holdings' updated analyst price target has shifted to $206 from $200, with analysts pointing to expectations for a higher profit margin, a lower future P/E multiple, and recent mixed target changes across the Street as key inputs to the revised fair value framework. Analyst Commentary Recent research on Herc Holdings has been mixed, but there are clear pockets of optimism that help explain the updated US$206 price target.Narratiefupdate • May 05
HRI: Integration Synergies And Margin Expansion Will Support Future Upside Potential
Analysts have reduced the fair value estimate for Herc Holdings by about $8 to $168.90. This change reflects updated assumptions that include slightly softer revenue growth, a somewhat higher profit margin outlook, and a lower future P/E multiple following a mix of recent price target raises and cuts across the Street.Narratiefupdate • Apr 20
HRI: Mega Project Rental Demand Will Support Future Margin Expansion Potential
Herc Holdings' updated analyst price target reflects a modest reset in expectations, with several firms trimming targets, often into a $165 to $198 range. Analysts are factoring in recent Q4 volatility, integration headwinds, more cautious assumptions on multiple expansion, and a still constructive view on long term rental demand and margin potential.Narratiefupdate • Apr 05
HRI: Mega Project Rental Demand Will Drive Future Margin Expansion
Herc Holdings' updated narrative keeps fair value at $200 but reflects a lower blended Street price target centered around $165, as analysts factor in more cautious assumptions on rental company multiple expansion despite generally constructive views on equipment rental demand and U.S. construction activity. Analyst Commentary Recent Street research shows a mix of more conservative valuation work and ongoing confidence in Herc Holdings' position within equipment rental and U.S. construction exposure.Narratiefupdate • Mar 22
HRI: Mega Project Rental Demand Will Support Margin Expansion Outlook
Herc Holdings' analyst price targets have been trimmed by up to $35 to around $165 to $198 as analysts reset rental company multiples and take a more conservative view on P/E expansion, even while pointing to constructive equipment rental demand and a pipeline of large U.S. construction projects. Analyst Commentary Recent research shows a reset in valuation multiples for Herc Holdings while still highlighting constructive demand trends and potential catalysts tied to large U.S. construction projects.Narratiefupdate • Mar 06
HRI: Integration Synergies And Margin Expansion Will Support Bullish Top Pick View
We are trimming our Herc Holdings fair value estimate to $200 from $205 after analysts reduced price targets, citing softer rental company multiples, choppy near term business trends, and integration headwinds. These factors are partly offset by expectations for future margin expansion and a higher assumed future P/E of 20.5x versus 18.1x previously.Narratiefupdate • Feb 20
HRI: Margin Expansion From Integration Synergies Will Drive Future Equity Upside
Narrative Update The analyst price target for Herc Holdings has been trimmed slightly, with our fair value estimate moving from about $178.73 to $177.18 as analysts reset expectations following Q4 results, softer rental company multiples, and updated views on growth, margins, and future P/E. Analyst Commentary Recent Street research on Herc Holdings reflects a mixed but generally constructive stance, with several firms trimming price targets after Q4 while maintaining positive ratings on the stock.Analyse-artikel • Feb 07
Herc Holdings (NYSE:HRI) Is Paying Out A Dividend Of $0.70
Herc Holdings Inc. ( NYSE:HRI ) will pay a dividend of $0.70 on the 4th of March. This means the dividend yield will be...Narratiefupdate • Feb 06
HRI: Higher Street Confidence And Fair Value Revisions Will Shape Equity Upside Potential
Analysts have increased their implied fair value estimate for Herc Holdings by about $10 to roughly $178.73, citing updated assumptions around revenue growth, margins, a higher future P/E and a slightly lower discount rate, in line with a series of recent price target increases from major firms. Analyst Commentary Recent Street research on Herc Holdings clusters around higher price targets and continued inclusion in preferred stock lists.Narratiefupdate • Jan 23
HRI: Reaffirmed 2025 Rental Outlook Will Support Bullish Sector Top Pick Position
Narrative Update: Herc Holdings Analyst Price Target Shift Analysts now estimate Herc Holdings' fair value at about $205.00, down from roughly $257.84. This reflects more conservative assumptions for revenue growth, profit margins, and future P/E, even as recent research has cited the company as a top pick and supported higher price targets around $195.00.Analyse-artikel • Jan 13
Does Herc Holdings (NYSE:HRI) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narratiefupdate • Jan 09
HRI: Future Tariffs And Rate Cuts Will Pressure Earnings And Equity Multiple
Narrative Update Analysts have trimmed their fair value estimate for Herc Holdings to about $120 from roughly $124. This reflects updated assumptions on slightly lower revenue growth, a modestly higher profit margin, and a reduced future P/E multiple, even as recent Street research highlights the stock as a top pick within machinery and industrials and supports a higher $140 price target for the shares.Narratiefupdate • Dec 25
HRI: Future Rate Cuts May Pressure Rental Earnings And Compress Equity Multiple
Analysts have raised their fair value estimate for Herc Holdings from $100.00 to approximately $124.03 per share. They cite higher long term price targets, expectations for rental market stabilization into 2026, and the potential for cost discipline to strengthen the balance sheet and support equity value.Analyse-artikel • Dec 19
Investors Appear Satisfied With Herc Holdings Inc.'s (NYSE:HRI) Prospects As Shares Rocket 29%
Herc Holdings Inc. ( NYSE:HRI ) shareholders have had their patience rewarded with a 29% share price jump in the last...Narratiefupdate • Dec 11
HRI: Industry Stabilization And Deleveraging Will Support Stronger Equity Upside Through 2026
Analysts have nudged their fair value estimate for Herc Holdings up by about $1 to roughly $168 per share, citing modestly stronger long term revenue growth expectations, slightly higher future earnings multiples, and growing conviction in industry stabilization and balance sheet deleveraging. Analyst Commentary Recent Street research on Herc Holdings points to a gradually improving fundamental backdrop, but also highlights macro and policy risks that could temper near term performance.Narratiefupdate • Nov 27
HRI: Industry Stabilization And Cost Management Will Drive Share Gains Through 2026
Analysts have modestly increased their price target for Herc Holdings, raising it by $0.20 to $167.20. This change is attributed to improved industry stabilization and continued balance sheet strengthening.Narratiefupdate • Nov 11
HRI: Margin Expansion And Industry Stabilization Will Drive Share Price Upside
Analysts have increased their price target for Herc Holdings from $163.56 to $167.00, citing improved profit margin projections and greater confidence in balance sheet strength as a result of signs of industry stabilization. Analyst Commentary Recent research updates reflect both optimistic and cautious perspectives from analysts regarding Herc Holdings' outlook.Analyse-artikel • Oct 31
Herc Holdings Inc. Just Missed EPS By 58%: Here's What Analysts Think Will Happen Next
Investors in Herc Holdings Inc. ( NYSE:HRI ) had a good week, as its shares rose 6.9% to close at US$137 following the...Narratiefupdate • Oct 28
Industry Stabilization And Cost Controls Will Drive Long-Term Rental Upside
Analysts have raised their fair value estimate for Herc Holdings by approximately $7 to $163.56. This reflects an improved price target driven by industry stabilization and ongoing cost management, which are seen as supportive of balance sheet strength.Narratiefupdate • Sep 11
Sustained Infrastructure Spending And Rental Demand Will Expand Markets
The consensus analyst price target for Herc Holdings has been revised downward, primarily reflecting slightly lower future P/E and marginally reduced revenue growth expectations, with fair value now at $156.10. What's in the News Updated full-year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.Analyse-artikel • Sep 08
Revenues Tell The Story For Herc Holdings Inc. (NYSE:HRI) As Its Stock Soars 25%
Herc Holdings Inc. ( NYSE:HRI ) shareholders would be excited to see that the share price has had a great month...Narratiefupdate • Aug 08
Sustained Infrastructure Spending And Rental Demand Will Expand Markets
The downward revision in Herc Holdings' Analyst Price Target reflects a modest decline in valuation multiples, as evidenced by a lower future P/E, while revenue growth forecasts remain steady, resulting in a new fair value of $163.20. What's in the News Updated full year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.Seeking Alpha • Apr 28
Herc Holdings: Rising Leverage And Local Account Weakness Signal Caution For 2025
Summary Herc Holdings' national account segment continues to show strength due to healthy project activity, but local account weakness is expected to impact overall volume growth in 2025. Margins are expected to be pressured by weak local volumes and an unfavorable mix. The upcoming H&E transaction, while beneficial long-term, will increase debt and interest expenses, further straining the company's bottom line and valuation. Despite the current cheap valuation, continued headwinds in the local account segment and concerns around mounting debt lead to a HOLD rating for HRI stock for now. Read the full article on Seeking AlphaSeeking Alpha • Mar 17
Herc Holdings: Buying Market Share At An Expensive Price
Summary Herc Holdings Inc has blocked the United Rentals acquisition of H&E Equipment Services and will increase its market share. The company is paying an expensive price, and debt is reaching dangerous levels. If the economy slows down, Herc Holdings could find itself in a tough situation. Expected synergies are optimistic, and the stock is trading above its fair value. I rate Herc Holdings as a sell, assigning it a fair price of $115 per share. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
Herc Holdings Looks Set To Continue Adding Value This Year
Summary Herc Holdings, an equipment rental company, has shown strong financial performance with a 54.5% stock increase since June last year, outperforming the S&P 500. Despite a mixed final quarter for 2024, with revenue beating expectations but earnings falling short, the company's fundamental health remains positive. Management anticipates growth from new construction, renewable energy, and tech projects, planning $700-$900 million in capital expenditures for 2024. Herc Holdings remains a 'buy' due to its attractive valuation, strong cash flows, and promising growth catalysts across multiple industries. Read the full article on Seeking AlphaRendement voor aandeelhouders
| HRI | US Trade Distributors | US Markt | |
|---|---|---|---|
| 7D | 18.0% | 6.7% | 5.5% |
| 1Y | 45.3% | 19.9% | 20.8% |
Rendement versus industrie: HRI overtrof de US Trade Distributors industrie, die het afgelopen jaar een rendement 19.9 % opleverde.
Rendement versus markt: HRI overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.8 %.
Prijsvolatiliteit
| HRI volatility | |
|---|---|
| HRI Average Weekly Movement | 8.1% |
| Trade Distributors Industry Average Movement | 6.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: HRI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van HRI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1965 | 9,600 | Larry Silber | www.hercrentals.com |
Herc Holdings Inc. is, samen met haar dochterondernemingen, actief als verhuurbedrijf van materieel in de Verenigde Staten en internationaal. Het verhuurt lucht-, grondverzet-, materiaaltransport-, trucks en trailers, luchtcompressoren, verdichtings- en verlichtingsapparatuur. Het bedrijf biedt ProSolutions, een op oplossingen gebaseerde branchegerichte dienstverlening, waaronder energieopwekking, klimaatbeheersing, sanering en herstel, pompen, sleufbekisting en studio- en productieapparatuur; en ProContractor professioneel gereedschap.
Herc Holdings Inc. Samenvatting
| HRI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$5.71b |
| Inkomsten(TTM) | US$49.00m |
| Inkomsten(TTM) | US$4.86b |
115.2x
Koers/Winstverhouding1.2x
P/S-verhoudingIs HRI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| HRI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$4.86b |
| Kosten van inkomsten | US$3.31b |
| Brutowinst | US$1.55b |
| Overige uitgaven | US$1.50b |
| Inkomsten | US$49.00m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.47 |
| Brutomarge | 31.94% |
| Nettowinstmarge | 1.01% |
| Schuld/Eigen Vermogen Verhouding | 419.1% |
Hoe presteerde HRI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.7%
Huidig dividendrendement191%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/05 05:41 |
| Aandelenkoers aan het einde van de dag | 2026/08/05 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Herc Holdings Inc. wordt gevolgd door 16 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |
| Seth Weber | BNP Paribas |