Herc Holdings (HRI) Stock Overview
Operates as an equipment rental supplier in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 1/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
HRI Community Fair Values
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Analyst Price Targets
Capital Goods opportunity
CE
Fair Value from
US$3.877.4% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
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Read full narrativeHerc Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$130.81 |
| 52 Week High | US$188.35 |
| 52 Week Low | US$88.45 |
| Beta | 1.91 |
| 1 Month Change | 43.68% |
| 3 Month Change | -22.77% |
| 1 Year Change | 16.27% |
| 3 Year Change | 28.97% |
| 5 Year Change | 21.41% |
| Change since IPO | 295.79% |
Recent News & Updates
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.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.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.Recent updates
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.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.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.Herc Holdings: Still Holding Onto This Buy Rating
Mar 19HRI: 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.
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.Herc Holdings (NYSE:HRI) Is Paying Out A Dividend Of $0.70
Feb 07
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.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.Does Herc Holdings (NYSE:HRI) Have A Healthy Balance Sheet?
Jan 13
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.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.Investors Appear Satisfied With Herc Holdings Inc.'s (NYSE:HRI) Prospects As Shares Rocket 29%
Dec 19HRI: 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.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.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.Herc Holdings Inc. Just Missed EPS By 58%: Here's What Analysts Think Will Happen Next
Oct 31Industry 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.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.Revenues Tell The Story For Herc Holdings Inc. (NYSE:HRI) As Its Stock Soars 25%
Sep 08Sustained 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.Calculating The Intrinsic Value Of Herc Holdings Inc. (NYSE:HRI)
Jun 30Does Herc Holdings (NYSE:HRI) Have A Healthy Balance Sheet?
Jun 14What Does Herc Holdings Inc.'s (NYSE:HRI) Share Price Indicate?
May 27Why We Think Herc Holdings Inc.'s (NYSE:HRI) CEO Compensation Is Not Excessive At All
May 09Herc Holdings' (NYSE:HRI) Conservative Accounting Might Explain Soft Earnings
Apr 30Herc Holdings: Rising Leverage And Local Account Weakness Signal Caution For 2025
Apr 28Herc Holdings: Buying Market Share At An Expensive Price
Mar 17These 4 Measures Indicate That Herc Holdings (NYSE:HRI) Is Using Debt Extensively
Mar 13Herc Holdings (NYSE:HRI) Has Announced That It Will Be Increasing Its Dividend To $0.70
Feb 15Herc Holdings Looks Set To Continue Adding Value This Year
Feb 15What Herc Holdings Inc.'s (NYSE:HRI) P/E Is Not Telling You
Jan 25Herc Holdings (NYSE:HRI) Shareholders Will Want The ROCE Trajectory To Continue
Dec 18Is Herc Holdings (NYSE:HRI) A Risky Investment?
Nov 30Herc Holdings' Growth Strategy To Drive Higher Share Prices
Nov 30Shareholder Returns
| HRI | US Trade Distributors | US Market | |
|---|---|---|---|
| 7D | -2.4% | -1.9% | 0.6% |
| 1Y | 16.3% | 24.7% | 28.4% |
Return vs Industry: HRI underperformed the US Trade Distributors industry which returned 24.7% over the past year.
Return vs Market: HRI underperformed the US Market which returned 28.4% over the past year.
Price Volatility
| HRI volatility | |
|---|---|
| HRI Average Weekly Movement | 9.8% |
| Trade Distributors Industry Average Movement | 7.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: HRI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: HRI's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1965 | 9,600 | Larry Silber | ir.hercrentals.com |
Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in the United States and internationally. It rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment. The company offers ProSolutions, an industry specific solution-based services, which include power generation, climate control, remediation and restoration, pump, trench shoring, and studio and production equipment; and ProContractor professional grade tools.
Herc Holdings Inc. Fundamentals Summary
| HRI fundamental statistics | |
|---|---|
| Market cap | US$4.14b |
| Earnings (TTM) | -US$5.00m |
| Revenue (TTM) | US$4.65b |
0.9x
P/S Ratio-873.6x
P/E RatioIs HRI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HRI income statement (TTM) | |
|---|---|
| Revenue | US$4.65b |
| Cost of Revenue | US$3.15b |
| Gross Profit | US$1.51b |
| Other Expenses | US$1.51b |
| Earnings | -US$5.00m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.15 |
| Gross Margin | 32.36% |
| Net Profit Margin | -0.11% |
| Debt/Equity Ratio | 421.5% |
How did HRI perform over the long term?
See historical performance and comparisonDividends
2.1%
Current Dividend Yield-1,820%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 21:51 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Herc Holdings Inc. is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |
| Sherif El-Sabbahy | BofA Global Research |