Herc Holdings stock | 2026 forecast, price target & growth

Herc Holdings

NYSE:HRI

$ 94,17

$-1,44 (-1,51%)

94,17 $

$-1,44 (-1,51%)

End-of-day quote: 04/07/2026

Herc Holdings Stock Value

The analyst rating for NYSE:HRI is currently Outperform.

Outperform

Herc Holdings Company Info

EPS Growth 5Y

20,38%

Market Cap

$3,14 B

Long-Term Debt

$8,05 B

Short Interest

2,55%

Quarterly earnings

04/28/2026

Dividend

$2,76

Dividend Yield

2,93%

Founded

1965

Industry

Industrials

Country

United States

ISIN Number

US42704L1044

Website

http://ir.hercrentals.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$174,00

84.77%

Last Update: 04/08/2026

Analysts: 11

Highest Price Target $200,00

Average Price Target $174,00

Lowest Price Target $115,00

In the last five quarters, Herc Holdings’s Price Target has fallen from $272,04 to $248,67 - a -8,59% decrease. Nine analysts predict that Herc Holdings’s share price will increase in the coming year, reaching $174,00. This would represent an increase of 84,77%.

Top growth stocks in the industrials sector (5Y.)

What does Herc Holdings do?

Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in North America. The company conducts substantially all of its operations through subsidiaries, including Herc Rentals Inc. (‘Herc’). The company is a full-line equipment rental supplier offering a broad portfolio of equipment for rent. In addition to the company’s principal business of equipment rental, it sells used equipment and contractor supplies, such as construction consumables, tools, small equ...

Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in North America.

The company conducts substantially all of its operations through subsidiaries, including Herc Rentals Inc. (‘Herc’). The company is a full-line equipment rental supplier offering a broad portfolio of equipment for rent. In addition to the company’s principal business of equipment rental, it sells used equipment and contractor supplies, such as construction consumables, tools, small equipment and safety supplies; provide repair, maintenance, equipment management services and safety training to certain of its customers; offer equipment re-rental services and provide on-site support to its customers; and provide ancillary services, such as equipment transport, rental protection, cleaning, refueling, and labor.

The company’s classic fleet includes aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting. The company’s equipment rental business is supported by ProSolutions, its industry-specific solutions-based services, which includes power generation, climate control, remediation and restoration, pump, trench shoring, studio and production equipment, and its ProContractor professional grade tools.

Strategy

The key elements of the company’s strategy are to grow the core and expand specialty; elevate technology; integrate sustainability; and allocate capital.

Products and Services

The company’s principal products and services are described below.

Equipment Rental—The company offers for rent, on a daily, weekly or monthly basis, equipment from a variety of leading, globally known original equipment manufacturers, with which it maintains strong relationships. As of December 31, 2024, the average age of the company’s equipment rental fleet was 46 months.

Sales of Used Rental Equipment—Th company routinely sells its used rental equipment to manage repair and maintenance costs, as well as the composition, age and size of its fleet. The company disposes of its used equipment through a variety of channels, including retail sales to customers and other third parties, sales to wholesalers, brokered sales, and auctions.

Sales of New Equipment, Parts and Supplies—The company also sells new equipment. The types of new equipment that it sells vary by location and include a variety of ProContractor tools and supplies, small equipment (such as work lighting, generators, pumps, and compaction equipment and power trowels), safety supplies, and expendables.

Customers

The company has a wide range of customers across diverse end markets with a large base of local small to mid-size customers to large complex national organizations leveraging its core and specialty solutions or equipment. The principal end user markets the company serves, based on its customers’ North American Industrial Classification System (‘NAICS’) codes, are as follows:

Contractors – The company serves various types of general contractors and subcontractors in non-residential and residential construction, specialty trade, restoration, remediation, and environmental and facility maintenance. Contractor business represented approximately 36% of the company’s equipment rental revenue for the year ended December 31, 2024.

Industrial – The company serves industrial customers across a broad range of industries, including refineries and petrochemical operations, industrial manufacturing, including automotive and aerospace, power, energy, renewables, metals and mining, agriculture, pulp, paper and wood, and food and beverage. The company’s key drivers of growth within the industrial market include increased levels of spending on industrial capital and maintenance, repairs and operations. Industrial customers represented approximately 26% of the company’s equipment rental revenue for the year ended December 31, 2024.

Infrastructure and Government – The company serves its infrastructure customers across a wide range of projects, such as streets, roads and highways, bridges, sewer and waste disposal, water treatment, railroads, and other transportation and utilities, as well as all governmental spending. Infrastructure and government represented approximately 17% of the company’s equipment rental revenue for the year ended December 31, 2024.

Commercial Facilities – The company serves commercial facility customers within an array of industries, including commercial warehousing, education, healthcare, data centers, hospitality, and retail. Commercial facilities customers represented approximately 14% of equipment rental revenue for the year ended December 31, 2024.

Other Customers - In addition, the company serves a variety of other customers through sporting and live events, entertainment production, special event management and non-account customers. These customers collectively represented approximately 7% of the company’s equipment rental revenue for the year ended December 31, 2024.

The company operates in mid-size and large urban markets serving a wide range of industries, which enables it to reduce exposure to any single customer or market, with no single customer making up more than 3% of the company’s equipment rental revenue for the years ended December 31, 2024.

Sales and Marketing

The company markets and sells its services through a variety of complementary programs. Through a dedicated sales team, the company provides its customers with support services, market and application expertise, and sales offerings. For example, the company has sales teams committed to servicing various categories of its customer base, including clients in the construction, industrial, government and entertainment industries. The company’s product experts oversee general rentals and specialty products, providing application support and program management services to its clients. Through the company’s national accounts program, its dedicated sales team provides its large customers with support across a number of diverse geographic, functional and equipment sectors. The company also provides client support via its sales coordinators, reservation centers, and customer care centers to help customers with their comprehensive needs.

The company advertises its broad range of offerings through industry catalogs, participation and sponsorship of industry events, trade shows, and via the Internet. Additionally, through the company’s website and mobile apps, its customers can arrange for the rental of equipment, browse and purchase used equipment, review its service offerings and manage their fleet and overall account with it.

Competition

The company’s competitors in the equipment rental industry range from other large national companies (United Rentals, Inc., Ashtead Group plc's Sunbelt Rentals brand and H&E Equipment Services, Inc.) to regional and local businesses and include equipment vendors and dealers who both sell and rent equipment directly to customers.

Aggreko is a global competitor in the power generation rental markets in which the company also participates.

Seasonality

The company’s business is seasonal, with demand for its rental equipment tending to be lower in the winter months, particularly in the northern United States and Canada. The company’s equipment rental business, especially in the construction industry, has historically experienced decreased levels of business from December until late spring and heightened activity during its third and fourth quarters until December. The company has the ability to manage certain costs to meet market demand, such as fleet capacity, the most significant portion of its cost structure. For instance, to accommodate increased demand, the company increases its available fleet and staff during the second and third quarters of the year. A number of the company’s other major operating costs vary directly with revenues or transaction volumes; however, certain operating expenses, including rent, insurance, and administrative overhead, remain fixed and cannot be adjusted for seasonal demand, typically resulting in higher profitability in periods when the company’s revenues are higher, and lower profitability in periods when its revenues are lower. To reduce the impact of seasonality, the company is focused on expanding its customer base through specialty products that serve different industries with less seasonality and different business cycles.

Intellectual Property

The company views the name and primary mark ‘Herc Rentals’ and ‘Herc’ as material to its business as a whole.

History

Herc Holdings Inc. was founded in 1965. The company was incorporated in Delaware in 1965.

Herc Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** 1. Construction: approx. 50% 2. Industry: approx. 30% 3. Infrastructure: approx. 20% **TOP 3 markets and their percentage shares:** 1. USA: approx. 70% 2. Canada: approx. 15% 3. Europe: approx. 10% Herc Holdings Inc. generates the majority of its revenue in the...

At which locations are the company’s products manufactured?

**Production Sites:** USA, Canada Herc Holdings Inc. is primarily a rental company for construction machinery and equipment and does not produce its own products in the traditional sense. The company mainly operates in the USA and Canada, where it offers its services. The rental and provision of e...

What strategy does Herc Holdings pursue for future growth?

**Growth Strategy of Herc Holdings Inc.:** 1. **Fleet Expansion and Diversification:** Herc Holdings Inc. plans to further expand and diversify its fleet to cover a broader range of customer needs. This includes investments in new and specialized equipment to be better positioned in various sect...

Which raw materials are imported and from which countries?

**Main raw materials:** Steel, aluminum, plastic components **Countries of origin:** China, Canada, Germany Herc Holdings Inc., a leading company in the equipment rental industry, mainly imports raw materials such as steel and aluminum needed for the manufacturing and maintenance of their rental f...

How strong is the company’s competitive advantage?

**Market share:** 6% (2024, estimated) **EBITDA margin:** 37% (2024) **Net debt to EBITDA ratio:** 2.5x (2024) Herc Holdings Inc. is one of the leading providers in the equipment and machinery rental sector in North America. The company's competitive advantage lies in its wide range of p...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 95% (2025, estimated) **Insider Buys/Sells:** No significant transactions in the last quarter (2025, estimated) Herc Holdings Inc. has a very high institutional investor share, indicating strong confidence from large investment funds and institutional investors in...

What percentage market share does Herc Holdings have?

**Market share of Herc Holdings Inc.:** 8% (2025, estimated) **Top competitors and their market share:** 1. United Rentals Inc. (NYSE:URI) - 15% 2. Ashtead Group plc (LSE:AHT) - 12% 3. Sunbelt Rentals (part of Ashtead) - 10% 4. H&E Equipment Services, Inc. (NASDAQ:HEES) - 7% 5. Neff Rental - 5%...

Is Herc Holdings stock currently a good investment?

**Revenue Growth:** 10% (2024) **EBITDA Growth:** 8% (2024) **Market Share Growth:** 2% (2024) Herc Holdings Inc. recorded solid revenue growth of 10% in 2024, attributed to strong demand for rental equipment and effective expansion into new markets. The company strengthened its market position thr...

Does Herc Holdings pay a dividend – and how reliable is the payout?

**Dividend Yield:** 3.2% (2025, estimated) **Dividend History:** Continuous payout since 2016 Herc Holdings Inc. pays a dividend, and the current dividend yield is estimated to be around 3.2%. The company has been consistently paying dividends since 2016, indicating a certain level of reliability...

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Herc Holdings Stock Value

Herc Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Herc Holdings do?

Herc Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Herc Holdings Stock Value

Herc Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Herc Holdings do?

Herc Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.