Herc Holdings Inc. Price Target Raised Amid Strategic Moves
Herc Holdings Inc. (HRI) has seen its stock price target raised by Wells Fargo and Barclays, reflecting confidence in the company's performance despite a recent stock drop. The company reported strong Q4 2025 EPS, driven by the H&E acquisition, and anticipates healthy revenue growth for 2026, though high debt levels and market volatility pose challenges. Analysts maintain a neutral sentiment, advising caution due to mixed financial fundamentals and market dynamics.
Herc Holdings Sees Strong Q4 Performance with Revenue Growth
Herc Holdings Inc. (HRI) is reporting strong Q4 performance with a 6.87% stock increase, driven by fleet expansion and strategic acquisitions. Despite high debt-to-equity, the company shows operational efficiency and promising profitability, with analysts projecting positive growth for 2026. Key financial insights include resilient revenue growth, significant free cash flow, and outperformance of industry benchmarks, positioning HRI for aggressive market share expansion.
NEOS Investment Management LLC Reduces Stake in Herc Holdings Inc. $HRI
NEOS Investment Management LLC significantly reduced its stake in Herc Holdings Inc. (NYSE:HRI) by 47.7% in the third quarter, selling 18,389 shares and ending with 20,183 shares valued at approximately $2.36 million. Despite this, other institutions like Evergreen Capital, SG Americas Securities, Allspring Global Investments, and Ellsworth Advisors either increased or initiated positions in Herc. The company reported strong Q3 EPS of $2.07 against a consensus of $1.87, but revenue of $1.21 billion missed expectations; Herc also declared a quarterly dividend of $0.70 per share and maintains a "Moderate Buy" consensus rating from analysts.
Herc (NYSE:HRI) Given New $185.00 Price Target at Citigroup
Citigroup has lowered its price target for Herc (NYSE:HRI) to $185.00 from $195.00 but maintained a "buy" rating, indicating a potential upside of 28.31% from its current price. Other analysts have also adjusted their targets and ratings, contributing to a "Moderate Buy" consensus with an average price target of $178.29. The transportation company recently reported stronger-than-expected EPS but missed revenue forecasts, and its shares experienced a slight dip following the announcement.
Herc Holdings posts record revenue, outlines 2026 outlook
Herc Holdings Inc. reported record revenue of $4.38 billion in 2025, despite a sharp decrease in net income to $1 million due to acquisition-related costs. The equipment rental supplier also outlined its 2026 outlook, projecting equipment rental revenue between $4.28 billion and $4.4 billion, indicating continued growth. The integration of H&E Equipment Services is reportedly ahead of schedule.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: Herc Holdings (HRI), Watsco (WSO) and Fluor (FLR)
This article summarizes analysts' opinions on three industrial goods stocks: Herc Holdings (HRI), Watsco (WSO), and Fluor (FLR). KeyBanc analysts maintained a Buy rating on Herc Holdings with an average price target indicating a 17.0% upside, a Hold rating on Watsco with an 8.4% downside, and a Hold rating on Fluor with a 5.1% upside. The article provides details on the specific analyst ratings and price targets for each company.
KeyBanc lowers Herc Holdings stock price target on integration woes
KeyBanc has reduced its price target for Herc Holdings Inc. (NYSE:HRI) to $190 from $200, while maintaining an Overweight rating, due to integration challenges and lower-than-expected Q4 2025 results and fiscal 2026 EBITDA outlook. Despite strong revenue growth of 22.65% to $4.38 billion, the company's shares declined by 16.97% in the past week. KeyBanc sees potential for margin expansion through synergy capture and positive risk/reward, though InvestingPro notes the stock is trading above its Fair Value.
Herc Holdings Inc. (NYSE:HRI) Q4 2025 Earnings Call Transcript
Herc Holdings Inc. reported its Q4 2025 earnings, revealing a transformational year driven by the acquisition of H&E, which expanded its scale and capabilities. The company is nearing completion of the integration of the acquired assets, focusing on branch network optimization, fleet realignment, salesforce assimilation, and cost efficiencies, aiming for significant revenue and cost synergies in 2026. Despite missing earnings expectations for Q4 2025 on reported EPS, Herc provided 2026 guidance forecasting rental revenue growth of 13% to 17% and adjusted EBITDA between $2 billion and $2.1 billion, driven by the integration benefits and robust mega project activity.
HRI Q4 Deep Dive: Acquisition Integration Drives Transformation Amid Margin Pressures
Herc Holdings (HRI) reported Q4 CY2025 earnings, missing revenue estimates but exceeding profit expectations, driven by significant operational changes following a major acquisition. The company's integration efforts, including branch network optimization and expansion of specialty solutions, led to margin pressures but also accelerated cost synergies. Management provided a cautious outlook for 2026, emphasizing continued integration, capital efficiency, and a focus on realizing revenue and cost synergies, while anticipating modest market recovery and lower used equipment sales.
HRI Shares Close at $150.12 After Herc Reports Q4 2025 Results
Herc Holdings Inc. (NYSE: HRI) shares closed at $150.12, up 2.4% intraday, following the release of its Q4 and full-year 2025 earnings. The company reported a significant increase in Q4 total revenues, up 27% year-over-year to $1.209 billion, and achieved a net income of $24 million compared to a net loss in the prior year. For the full year, total revenues grew 23% to $4.376 billion, driven in part by the acquisition of H&E Equipment Services.
Why Herc (HRI) Stock Is Falling Today
Shares of Herc Holdings (HRI) fell 12.1% after reporting mixed fourth-quarter 2025 results and issuing a disappointing 2026 outlook. Although adjusted earnings beat expectations, revenue fell short, and the full-year 2026 revenue forecast was significantly below Wall Street estimates. The combination of muted revenue, a steep decline in profitability, and weak future guidance led to a negative market reaction.
HERC HOLDINGS INC (NYSE:HRI) Reports Mixed Q4 2025 Results, Stock Tumbles on Conservative 2026 Guidance
Herc Holdings Inc. (NYSE: HRI) released mixed financial results for Q4 and full-year 2025, exceeding EPS estimates but missing revenue forecasts. The stock reacted negatively, tumbling in pre-market trading due to a conservative 2026 guidance that fell below analyst expectations, signaling investor concern about revenue synergy and the financial burden of its leveraged growth strategy following the H&E Equipment Services acquisition.
HERC HOLDINGS ($HRI) Releases Q4 2025 Earnings
HERC HOLDINGS ($HRI) reported its Q4 2025 earnings, surpassing earnings per share estimates but missing revenue projections. The company reported $2.07 EPS against an estimated $1.92, and revenue of $1.209 billion against an estimated $1.257 billion. The article also details recent hedge fund activity, government contracts, and analyst ratings/price targets for HRI.
Herc Holdings Reports Full Year 2025 Results and Announces 2026 Full Year Guidance
Herc Holdings Inc. announced its financial results for Q4 and full year 2025, with record total revenues of $4.376 billion for the year, up 23%. The company also provided 2026 guidance, projecting equipment rental revenue between $4.275 billion and $4.4 billion and adjusted EBITDA of $2.0 billion to $2.1 billion. CEO Larry Silber highlighted successful integration of H&E and optimism for future growth driven by network benefits and technology.
Herc (NYSE:HRI) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
Herc Holdings (NYSE: HRI) reported Q4 CY2025 revenue of $1.21 billion, falling short of analyst estimates despite a 27.1% year-on-year increase. The company's full-year revenue guidance and EBITDA guidance for 2026 also missed analyst expectations. However, Herc's adjusted EPS of $2.07 exceeded consensus estimates by 11%.
HERC HOLDINGS INC SEC 10-K Report
HERC HOLDINGS INC (HRI) has released its 2025 10-K report, highlighting a 23% revenue increase to $4,376 million, largely due to the acquisition of H&E Equipment Services. Despite significant revenue growth, net income decreased sharply to $1 million from $211 million in 2024, impacted by higher transaction and interest expenses related to the acquisition. The report details strategic initiatives including geographical expansion, technology integration, and sustainability efforts, alongside challenges such as competitive pressures, integration risks, and economic conditions.
Herc Holdings: Q4 Earnings Snapshot
Herc Holdings Inc. (HRI) reported fourth-quarter net income of $24 million, or 72 cents per share, which adjusted to $2.07 per share, exceeding Wall Street expectations of $1.84 per share. The equipment rental supplier also posted revenues of $1.21 billion for the quarter and a full-year profit of $1 million on revenues of $4.38 billion. The company is based in Bonita Springs, Florida.
Herc Holdings earnings in focus amid H&E integration
Herc Holdings is set to announce its fourth-quarter results, with analysts expecting $1.94 EPS on $1.25 billion revenue. Investors will focus on the company's progress in integrating the H&E Equipment Services acquisition, particularly regarding synergy realization and stabilization of EBITDA margins amid integration costs. Commentary on the demand environment, especially within "mega project" activity, will also be crucial for the 2026 outlook.
Uncovering Potential: Herc Hldgs's Earnings Preview
Herc Holdings (NYSE: HRI) is scheduled to release its quarterly earnings report on Tuesday, February 17, 2026. Analysts expect an Earnings Per Share (EPS) of $1.86. The company has a history of beating EPS estimates, with its share price increasing by 2.19% on the day following the last beat.
Herc (HRI) Reports Earnings Tomorrow: What To Expect
Herc Holdings (HRI) is scheduled to report earnings tomorrow, with analysts expecting revenue growth of 32.2% year-on-year to $1.26 billion and adjusted earnings of $1.87 per share. The company beat revenue expectations last quarter but missed full-year guidance and EPS estimates. Investors in the specialty equipment distributors segment, including Herc, have shown positive sentiment, with Herc's shares up 12.3% over the last month.
Herc Holdings Q4 2025 Earnings Forecast: Revenue Up 32.2%, EPS $1.87 | Stock Analysis - News and Statistics
Herc Holdings (HRI) is projected to report significant revenue growth of 32.2% year-over-year to $1.26 billion for Q4 2025, with an adjusted EPS forecast of $1.87. Despite a strong previous quarter, the company has previously missed full-year revenue guidance and EPS estimates. The specialty equipment distributors segment has seen positive investor sentiment, with Herc's stock price increasing by 12.3% in the last month.
(HRI) Price Dynamics and Execution-Aware Positioning
This article provides an AI-driven analysis of Herc Holdings Inc. (NYSE: HRI) focusing on its price dynamics and execution-aware positioning. It includes key findings, institutional trading strategies (Position, Momentum Breakout, Risk Hedging), and a multi-timeframe signal analysis indicating sentiment and support/resistance levels. The analysis suggests that positive sentiment is prevailing, but elevated downside risk exists in the long term.
Does Herc Holdings (HRI) Dividend and Board Shift Clarify Its Post‑Acquisition Capital Allocation Priorities?
Herc Holdings Inc. (HRI) recently announced a quarterly dividend of US$0.70 per share and a board change, following strong revenue growth and the completion of IT integration from the H&E Equipment Services acquisition. While these developments highlight a focus on shareholder returns and post-acquisition execution, the article notes that high leverage and integration risks remain key considerations for investors. The company's reaffirmation of full-year guidance and significant revenue growth indicate a dual emphasis on rewarding shareholders and ensuring the success of the acquisition.
6,081 Shares in Herc Holdings Inc. $HRI Purchased by Savant Capital LLC
Savant Capital LLC recently purchased 6,081 shares in Herc Holdings Inc. (NYSE:HRI), valued at approximately $709,000, initiating a new stake in the company. Other institutional investors like AQR Capital Management and Goldman Sachs Group Inc. have also increased their holdings, leading to institutional ownership of 93.11%. Wall Street analysts maintain a "Moderate Buy" consensus rating for HRI, with several firms raising price targets, and the company recently declared a quarterly dividend of $0.70 per share.
Herc Holdings: Rental Workhorse Faces Market Crosswinds As Wall Street Turns More Cautious
Herc Holdings (HRI), an equipment rental specialist, has seen its stock slip recently as investors grow cautious about cyclical names tied to construction and industrial spending. Despite recent pullbacks, the stock has shown significant gains over the past year, prompting a debate among investors about profit-taking versus future growth. Wall Street's sentiment has shifted from outright bullish to cautiously optimistic, with analysts maintaining positive ratings but adjusting price targets to reflect a more balanced risk-reward profile and the potential for market crosswinds.
Herc Holdings Inc. $HRI Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly reduced its stake in Herc Holdings Inc. ($HRI) in Q3 by selling 81,162 shares, now owning about 0.10% of the company. Despite this, analysts maintain a "Moderate Buy" consensus rating with a target price of $181.43, and the company recently announced a quarterly dividend of $0.70 per share. Other institutional investors like Harbor Capital Advisors and PNC Financial Services Group increased their holdings in Herc during the same period.
Herc Holdings (HRI) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Herc Holdings (HRI) is expected to announce its Q4 2025 earnings on February 17, with analysts predicting a year-over-year decline in EPS but higher revenues. The company's Zacks Earnings ESP of +0.72% combined with a Zacks Rank of #2 suggests a high probability of beating the consensus EPS estimate. Investors are advised to consider the Zacks Earnings ESP and Rank as significant indicators for potential earnings surprises.
Herc Holdings (HRI) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Herc Holdings (HRI) is expected to report a year-over-year decline in earnings but higher revenues for the quarter ended December 2025. The company's Zacks Earnings ESP of +0.72% combined with a Zacks Rank of #2 indicates a strong likelihood of beating the consensus EPS estimate. Investors should consider these factors and the company's past earnings surprise history ahead of its Q4 release, expected on February 17.
Herc Holdings (HRI) Valuation Check After Strong Revenue Growth And H&E Integration Progress
Herc Holdings (HRI) has experienced strong revenue growth and is making progress with its H&E Equipment Services integration. While one narrative suggests the stock is slightly overvalued, a Discounted Cash Flow (DCF) model indicates significant undervaluation, pointing to a potential 38.4% discount. Investors should consider integration challenges and the company's debt alongside its growth prospects.
Herc Holdings (NYSE:HRI) Is Paying Out A Dividend Of $0.70
Herc Holdings (NYSE:HRI) will pay a dividend of $0.70 on March 4th, resulting in a 1.6% yield. While the company's stock price has risen, concerns exist about the sustainability of future dividend payments due to its lack of profitability and a projected 100% payout ratio. Additionally, earnings growth is modest, and the company has been issuing new shares, which could put pressure on the dividend.
Herc Holdings (NYSE:HRI) Is Paying Out A Dividend Of $0.70
Herc Holdings (NYSE:HRI) is set to pay a dividend of $0.70 on March 4th, resulting in a 1.6% yield. While the dividend is covered by free cash flow, its sustainability is questioned due to the company not generating a profit and a potential rise in the payout ratio to 100% with forecasted rapid EPS growth. The company also has a relatively short dividend payment history and has been issuing new shares, which could make dividend growth challenging.
Herc Holdings Posts 30% Rental Growth While Big Fund Rebalances $4 Million
GAMCO Investors sold 34,492 shares of Herc Holdings (HRI) in Q4, an estimated $4.73 million transaction, yet their overall position value in HRI still increased by $29.81 million due to price appreciation. Operationally, Herc Holdings demonstrated strong performance with equipment rental revenue up 30% year-over-year, and management reaffirmed full-year guidance despite acquisition integration costs. The stock currently underperforms the S&P 500, making the fund's rebalancing appear more like portfolio housekeeping than a lack of conviction in the company's long-term prospects.
Herc Holdings Board Change As Engquist Exit Meets Valuation Discount
John M. Engquist, a long-serving director at Herc Holdings (NYSE:HRI), will not seek re-election at the company's 2026 annual meeting, a planned change in board composition. This departure places a focus on future board refreshes, particularly as the company's shares are trading below analyst targets and fair value estimates. Investors are advised to monitor succession planning, committee roles, and capital allocation strategies, especially given concerns about interest payment coverage.
Herc Holdings Inc. to Participate in the Barclays 43rd Annual Industrial Select Conference
Herc Holdings Inc. announced that CEO Larry Silber and Senior VP and CFO Mark Humphrey will participate in the Barclays 43rd Annual Industrial Select Conference on February 18, 2026, in Miami Beach, Fla. They will engage in a fireside chat discussion, which will also be available via a live audio webcast. The company, a leading equipment rental supplier, also provided information about its services, locations, revenues, and employee count.
Assessing Herc Holdings (HRI) Valuation After Recent Share Price Momentum And Mixed Return Profile
Herc Holdings (HRI) has seen strong short-term share price momentum but mixed returns over the past year, alongside positive annual revenue and net income growth. While Simply Wall St's most followed narrative suggests HRI is 1% overvalued at $169.38 compared to a $168.20 fair value, their DCF model indicates it could be materially undervalued with a fair value of $264.24. The article discusses factors like acquisition synergies, capital management, and debt as drivers and risks for its valuation.
Herc Holdings Inc. to Participate in the Barclays 43rd Annual Industrial Select Conference
Herc Holdings Inc. announced that its CEO, Larry Silber, and Senior Vice President and CFO, Mark Humphrey, will participate in the Barclays 43rd Annual Industrial Select Conference on February 18, 2026. They will hold a fireside chat discussion and simultaneous audio webcast at 11:35 a.m. ET. Herc Holdings Inc. is a full-line rental supplier with approximately 600 locations across North America.
Herc Holdings CEO, CFO in Citi Feb. 19 fireside webcast
Herc Holdings Inc. announced that its CEO, Larry Silber, and CFO, Mark Humphrey, will participate in Citi's 2026 Global Industrial Tech and Mobility Conference on February 19, 2026. They will engage in a fireside chat discussion at 9:40 a.m. ET, which will also be available via a live audio webcast. The company is a prominent equipment rental supplier across North America.
Herc Holdings Inc. Declares Regular Quarterly Dividend of $0.70 per Share
Herc Holdings Inc. announced that its Board of Directors has declared a regular quarterly dividend of $0.70 per share. The dividend is payable on March 4, 2026, to shareholders of record as of February 18, 2026. The company, operating through Herc Rentals Inc., is a leading equipment rental supplier with approximately 612 locations across North America.
Herc Holdings declares quarterly dividend of $0.70 per share
Herc Holdings Inc. (NYSE:HRI) announced that its Board of Directors has declared a quarterly dividend of $0.70 per share, payable on March 4, 2026, to shareholders of record as of February 18, 2026. The equipment rental supplier, with a market capitalization of $5.12 billion, has seen a 36.67% price increase over the last six months. This announcement follows recent financial activities, including pricing $1.2 billion in senior unsecured notes to redeem existing debt and a previous dividend declaration for December 2025.
Herc Holdings declares quarterly dividend of $0.70 per share By Investing.com
Herc Holdings Inc. announced a quarterly dividend of $0.70 per share, payable on March 4, 2026, to shareholders of record as of February 18, 2026. This comes as the company continues to engage in strategic financial activities, including pricing $1.2 billion in senior unsecured notes to redeem existing debt, and has seen a 36.67% price increase over the last six months.
Herc Holdings Inc. (NYSE:HRI) Plans Quarterly Dividend of $0.70
Herc Holdings Inc. (NYSE:HRI) has announced a quarterly dividend of $0.70 per share, which will result in an annualized dividend of $2.80 and a yield of 1.7%. The dividend is well-covered by earnings, with a payout ratio of 18.6%, and analysts project future earnings to comfortably sustain this payout. Following the news, HRI shares rose to $168.91, with Wall Street giving the company a "Moderate Buy" consensus rating and an average price target of $181.43.
Herc Holdings declares quarterly dividend of $0.70 per share By Investing.com
Herc Holdings Inc. announced a quarterly dividend of $0.70 per share, payable on March 4, 2026, to shareholders of record as of February 18, 2026. The equipment rental supplier, with a market capitalization of $5.12 billion, has seen a 36.67% price increase over the last six months. The announcement follows recent financial activities, including pricing $1.2 billion in senior unsecured notes to redeem existing senior notes.
Herc (NYSE:HRI) Trading Up 7.6% - Should You Buy?
Herc (NYSE:HRI) saw its stock trade up 7.6% during Wednesday's mid-day session, reaching $161.1850. This surge occurred on significantly lighter-than-average volume, suggesting limited market participation behind the spike. Despite a negative P/E ratio and high leverage, several analysts recently raised their price targets for Herc, contributing to a "Moderate Buy" consensus rating with an average target of $181.43.
Herc Holdings to pay $0.70 dividend to shareholders on March 4
Herc Holdings Inc. (NYSE: HRI) has declared a quarterly dividend of $0.70 per share, payable on March 4, 2026, to shareholders of record as of February 18, 2026. The company, a leading equipment rental supplier in North America, operates through its Herc Rentals Inc. subsidiary with approximately 612 locations. This announcement reinforces the company's commitment to returning value to its shareholders.
Herc Holdings declares quarterly dividend of $0.70 per share By Investing.com
Herc Holdings Inc. announced its Board of Directors declared a quarterly dividend of $0.70 per share, payable on March 4, 2026, to shareholders of record as of February 18, 2026. The equipment rental supplier also recently priced $1.2 billion in senior unsecured notes to redeem existing senior notes and its director, John M. Engquist, will not seek re-election to the board in 2026. Despite not being profitable over the last twelve months, the company has seen a 36.67% price increase in its stock over the past six months.
Herc Holdings Inc. Announces Date for Fourth Quarter and Full Year 2025 Earnings Call and Webcast
Herc Holdings Inc. (NYSE: HRI) has announced that it will release its fourth quarter and full year 2025 financial results on February 17, 2026, before market open. This will be followed by an investor conference call at 8:30 a.m. ET, during which management will review the results and potentially disclose new business information. A live webcast and replay will be available for those wishing to attend.
Herc Holdings Inc. Announces Date for Fourth Quarter and Full Year 2025 Earnings Call and Webcast
Herc Holdings Inc. (NYSE: HRI) has announced that it will release its fourth quarter and full year 2025 financial results on February 17, 2026, before the market opens. An investor conference call will follow at 8:30 a.m. ET to discuss the company's results and provide business updates. A live webcast and dial-in details are provided for participation.
Herc Rentals Initiates Leadership and Financial Restructuring
Herc Holdings Inc. is undergoing significant leadership and financial changes, including the appointment of Aaron Birnbaum as President and the upcoming departure of director John M. Engquist. The company is finalizing the integration of its $5.3 billion acquisition of H&E Equipment Services and has refinanced $1.2 billion in senior notes. Investors are awaiting the mid-February financial results to assess the impact of these strategic moves.
Herc Holdings Inc. (NYSE:HRI) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Herc Holdings Inc. (NYSE:HRI) has received a consensus "Moderate Buy" rating from nine brokerages, with an average 12-month price target of $181.43. The company recently surpassed quarterly EPS estimates and saw a 35.1% year-over-year revenue increase. Institutional ownership is high, although the company carries elevated leverage with a negative trailing P/E.
Herc Holdings Announces Upcoming Board Transition Without Dispute
Herc Holdings (HRI) announced that director John M. Engquist will not seek re-election to the Board of Directors at the 2026 annual meeting. The company clarified that Engquist's decision is not due to any disagreement, indicating a smooth and undisputed transition. TipRanks' AI Analyst, Spark, rates HRI as Neutral, noting strong technicals and debt management, balanced against profitability and valuation concerns.
