Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.6B
33M shares
52-week range
$88.45 – $188.35
80% from low
Sector
SERVICES-MISCELLANEOUS EQUIPMENT RENTAL & LEASING
Exchange
NYSE
CS
Herc Holdings is an equipment rental company that was spun out of Hertz Global in 2016. It is currently the third-largest player in North America, after United Rentals and Sunbelt Rentals, with an approximate 6% market share pro forma for its 2025 acquisition of H&E Equipment Services. It serves a similar mix of companies to its peers (industrial, commercial, and residential construction) from its 450 locations targeting the top 100 metropolitan markets in the US. Herc's rental fleet of approximately $7 billion is also similar in composition to its peer group in terms of equipment offered. The company is also pursuing diversification by bundling and increasing specialty solutions for its customer base. Herc's portfolio skews toward local customers versus national accounts (60%/40%).
www.hercrentals.comNo one on the platform currently holds HRI.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 43,564 | $4.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-29 | $0.7000 | 2026-06-12 |
| 2026-02-18 | $0.7000 | 2026-03-04 |
| 2025-12-15 | $0.7000 | 2025-12-26 |
| 2025-08-22 | $0.7000 | 2025-09-05 |
| 2025-05-30 | $0.7000 | 2025-06-13 |
| 2025-02-18 | $0.7000 | 2025-03-04 |
| 2024-12-16 | $0.6650 | 2024-12-27 |
| 2024-08-23 | $0.6650 | 2024-09-06 |
| 2024-05-31 | $0.6650 | 2024-06-14 |
| 2024-02-20 | $0.6650 | 2024-03-07 |
No one on the platform has traded HRI yet.
| 2023-12-08 | $0.6325 | 2023-12-26 |
| 2023-08-17 | $0.6325 | 2023-09-01 |
| Execution date | Ratio |
|---|---|
| 2016-07-01 | 1-for-15reverse |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.9B | +11.5% | $6.73 | $6.11–$7.34 | 25.1× | 5 |
| 2027 | $5.3B | +7.3% | $10.18 | $7.58–$12.04 | 16.6× | 7 |
| 2028 | $5.7B | +8.7% | $15.51 | $10.92–$19.37 | 10.9× | 4 |
| 2029 | $6.5B | +12.4% | $23.73 | $22.34–$24.61 | 7.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $0.76 | $1.43 | +87.2% |
| 2026-04-28 | $-0.21 | $0.21 | +201.3% |
| 2026-02-17 | $1.87 | $2.07 | +10.7% |
| 2025-10-28 | $1.83 | $2.22 | +21.3% |
| 2025-07-29 | $1.29 | $1.87 | +45.0% |
| 2025-04-22 | $2.21 | $1.30 | -41.2% |
| 2025-02-13 | $3.98 | $3.58 | -10.1% |
| 2024-10-22 | $4.48 |
| $4.35 |
| -2.9% |
| $7.0B |
| — |
| ENSEnerSys | $197.38 | +5.71% | $7.2B | — |
| GVAGranite Construction Incorporated | $123.64 | -2.02% | $5.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$EQPT $HRI $SUNB $URI Herc rentals is how a good stock should perform. $MNKD still no followers. But great PPS growth.
View on StockTwits ↗$HRI $EQPT  $SUNB $URI amazed at the lack of followers on Herc Rentals.
View on StockTwits ↗$HRI great stock but wild PPS gyrations each quarter. If you’re a long-term investor, it won’t matter but it’s good to buy on down days. 
View on StockTwits ↗$HRI So glad I caught a glimpse of this dip. Calls bought for 75% off what they were Monday
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-7-28-herc-holdings-inc-stock/ $HRI Herc Earnings Transcript
View on StockTwits ↗$HRI Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.57 up 148.72% YoY • Reported revenue of $1.2B up 20.16% YoY
View on StockTwits ↗$SUNB Chief Operating Officer at Sunbelt Rentals Holdings, Inc. $SUNB sold $477.52K (first-ever sale). $SUNB Sunbelt Rentals Raises $1.2 Billion Through Dual Senior Notes Offering https://tipranks.com/news/company-announcements/sunbelt-rentals-raises-1-2-billion-through-dual-senior-notes-offering?utm_source=webullapp.com&utm_medium=referral#google_vignette $URI $HRI
View on StockTwits ↗$SUNB Sunbelt Rentals Raises $1.2 Billion Through Dual Senior Notes Offering https://www.tipranks.com/news/company-announcements/sunbelt-rentals-raises-1-2-billion-through-dual-senior-notes-offering?utm_source=webullapp.com&utm_medium=referral#google_vignette $URI $HRI
View on StockTwits ↗$HRI is clearly trading in a strong uptrend with higher highs and higher lows on the daily timeframe. The trend structure remains intact, which is a key bullish signal.
View on StockTwits ↗$EQPT $HRI been thinking about starting a position in Equipt but he keeps getting beat up. Herc rentals also a good company to own. It’s off its high. It’s worth investing in it. I purchased it July 30, 2025
View on StockTwits ↗$HRI been an investor in this company since before they took over H&E Rentals. A lot of swings upwards than a lot of swings downwards. I’m sure long-term. It’s all going to be upwards because they are a well position firm in their space. 
View on StockTwits ↗$HRI Hmm, so jobs came in weak meaning that interest rate cuts are more likely...and this trades down 5%? Make it make sense.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.