HR
HRI
HERC HOLDINGS INC
$128.01
-3.48%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (77%)
Inst. Holders7 funds
Inst. Value$1.5B
Inst. Activity3 buys / 0 sells
Insider Activity1B / 0S
Insider Net $$427.4K
SEC Reports3
Exchange NYSE·Sector Services-Miscellaneous Equipment Rental & Leasing·Inc. DE·CIK 0001364479·Prev Close $132.62
Recent Activity
May 14, 2026
Insider
CAMPBELL PATRICK D sold 1,070 shares
Director @ $140.22 ($150.0K)
May 14, 2026
Insider
BURGESS SHARI L sold 1,035 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
HOLLEY JEAN K sold 1,035 shares
Director @ $0.00 ($0.00)
Apr 28, 2026
SEC
Herc Holdings reported Q1 2026 adjusted EPS of $0.21, a massive beat vs consensus of -$1.01, on revenue of $1.139B (+7.5
8-K — Impact 6/10
Apr 28, 2026
earnings_calendar
HRI Q1 2026 Earnings Scheduled — 2026-04-28
Mar 27, 2026
SEC
Herc Holdings Inc. (HRI) filed a definitive additional materials statement (DEFA14A) related to a shareholder vote. The
DEFA14A — Impact 3/10
Feb 28, 2026
SEC
Three major institutional investors — Fidelity, Wells Fargo, and Norges Bank — significantly increased or established ne
INST-CLUSTER — Impact 7/10
Inst.
FMR LLC — ADD
3,665,603 shares ($543.9M)
Price Targets
$168.90
+31.9% upside
Strong Buy
Current $128.01
Low $115.00
Median $170.00
High $206.00
10 analysts
$115.00
$206.00
Analyst Ratings
3Strong Buy
7Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Apr 13, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 13, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.65 ▼ -12.3% | $0.14 — $0.98 | -65% YoY | 9 |
| Next Q | $2.72 ▼ -9.2% | $1.96 — $3.07 | 23% YoY | 9 |
| Current FY | $6.02 ▼ -7.7% | $5.65 — $6.49 | -21% YoY | 8 |
| Next FY | $9.77 ▼ -11.2% | $5.86 — $13.48 | 62% YoY | 10 |
Latest Reports
BULLISH
8-K
6/10
Herc Holdings reported Q1 2026 adjusted EPS of $0.21, a massive beat vs consensus of -$1.01, on revenue of $1.139B (+7.5
Apr 28, 2026
NEUTRAL
DEFA14A
3/10
Herc Holdings Inc. (HRI) filed a definitive additional materials statement (DEFA14A) related to a shareholder vote. The
Mar 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $543.9M | ADD |
| VANGUARD GROUP INC | $483.7M | — |
| NORGES BANK | $287.3M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $67.8M | NEW |
| MORGAN STANLEY | $60.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 14, 2026 | CAMPBELL PATRICK | A | $150.0K |
| May 14, 2026 | BURGESS SHARI | A | $0.00 |
| May 14, 2026 | HOLLEY JEAN | A | $0.00 |
| May 14, 2026 | Kelly Michael | A | $0.00 |
| May 14, 2026 | Olin John | A | $0.00 |
7 institutional holders with $1.5B total value (9,922,210 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, NORGES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 3,665,603 | $543.9M | 36.9% | ADD +55.9% |
| 2 | VANGUARD GROUP INC | 3,260,134 | $483.7M | 32.9% | — |
| 3 | NORGES BANK | 1,936,036 | $287.3M | 19.5% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 456,639 | $67.8M | 4.6% | NEW |
| 5 | MORGAN STANLEY | 409,639 | $60.8M | 4.1% | — |
| 6 | WELLS FARGO & COMPANY/MN | 99,194 | $14.7M | 1.0% | ADD +32.6% |
| 7 | BANK OF AMERICA CORP /DE/ | 94,965 | $14.1M | 1.0% | ADD +61.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 2,351,004 | 3,665,603 | +55.9% | $543.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,936,036 | — | $287.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 74,786 | 99,194 | +32.6% | $14.7M | 2025-Q4 |
| UBS Group AG | DOUBLED | 50,767 | 103,643 | +104.2% | $12.1M | 2025-Q3 |
| NORGES BANK | EXIT | 1,842,940 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | DOUBLED | 966,776 | 1,954,973 | +102.2% | $257.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,842,940 | — | $242.7M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 67,304 | 108,858 | +61.7% | $14.3M | 2025-Q2 |
| UBS Group AG | TRIM | 115,274 | 50,767 | -56.0% | $6.7M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 13,048 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 422,729 | 187,182 | -55.7% | $25.1M | 2025-Q1 |
| UBS Group AG | ADD | 84,350 | 115,274 | +36.7% | $15.5M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 46,948 | 71,899 | +53.1% | $9.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 45,563 | 13,048 | -71.4% | $1.8M | 2025-Q1 |
| NORGES BANK | EXIT | 970,716 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 39,600 | 422,729 | +967.5% | $80.0M | 2024-Q4 |
| UBS Group AG | DOUBLED | 20,599 | 84,350 | +309.5% | $16.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 77,626 | 46,948 | -39.5% | $8.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 395,229 | — | $63.0M | 2024-Q3 |
14 unique insiders with 1 transactions. Net insider value: $427.4K ($427.4K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | CAMPBELL PATRICK D | Director | A | 1,070 | $140.22 | $150.0K |
| May 14, 2026 | BURGESS SHARI L | Director | A | 1,035 | $0.00 | $0.00 |
| May 14, 2026 | HOLLEY JEAN K | Director | A | 1,035 | $0.00 | $0.00 |
| May 14, 2026 | Kelly Michael A | Director | A | 1,035 | $0.00 | $0.00 |
| May 14, 2026 | Olin John A | Director | A | 1,035 | $0.00 | $0.00 |
| May 14, 2026 | SACHDEV RAKESH | Director | A | 1,035 | $0.00 | $0.00 |
| May 14, 2026 | Shannon Patrick S | Director | A | 1,035 | $0.00 | $0.00 |
| Mar 13, 2026 | Humphrey Mark | SVP & Chief Financial Officer | F | 114 | $108.91 | $12.4K |
| Mar 13, 2026 | Schumacher Mark Alan | VP & Chief Accounting Officer | F | 30 | $108.91 | $3.3K |
| Feb 27, 2026 | Olin John A | Director | BUY | 3,000 | $142.47 | $427.4K |
| Feb 7, 2026 | Schumacher Mark Alan | VP & Chief Accounting Officer | F | 38 | $180.31 | $6.9K |
| Feb 7, 2026 | Peres Tamir | SVP&Chief Information Officer | F | 215 | $180.31 | $38.8K |
| Feb 7, 2026 | Humphrey Mark | SVP & Chief Financial Officer | F | 107 | $180.31 | $19.3K |
| Feb 7, 2026 | Silber Lawrence Harris | Chief Executive Officer | F | 1,035 | $180.31 | $186.6K |
| Feb 7, 2026 | Cunningham Christian J | SVP & Chief HR Officer | F | 201 | $180.31 | $36.2K |
| Feb 7, 2026 | Birnbaum Aaron | President | F | 316 | $180.31 | $57.0K |
| Feb 7, 2026 | Sheek Samuel Wade | SVP & Chief Legal Officer | F | 169 | $180.31 | $30.5K |
| Feb 6, 2026 | Schumacher Mark Alan | VP & Chief Accounting Officer | F | 76 | $180.31 | $13.7K |
| Feb 6, 2026 | Peres Tamir | SVP&Chief Information Officer | F | 253 | $180.31 | $45.6K |
| Feb 6, 2026 | Humphrey Mark | SVP & Chief Financial Officer | F | 236 | $180.31 | $42.6K |
| Feb 6, 2026 | Silber Lawrence Harris | Chief Executive Officer | F | 1,329 | $180.31 | $239.6K |
| Feb 6, 2026 | Cunningham Christian J | SVP & Chief HR Officer | F | 237 | $180.31 | $42.7K |
| Feb 6, 2026 | Birnbaum Aaron | President | F | 395 | $180.31 | $71.2K |
| Feb 6, 2026 | Sheek Samuel Wade | SVP & Chief Legal Officer | F | 236 | $180.31 | $42.6K |
| Feb 3, 2026 | Sheek Samuel Wade | SVP & Chief Legal Officer | A | 4,220 | $0.00 | $0.00 |
| Feb 3, 2026 | Sheek Samuel Wade | SVP & Chief Legal Officer | F | 705 | $154.03 | $108.6K |
| Feb 3, 2026 | Cunningham Christian J | SVP & Chief HR Officer | A | 4,220 | $0.00 | $0.00 |
| Feb 3, 2026 | Cunningham Christian J | SVP & Chief HR Officer | F | 887 | $154.03 | $136.6K |
| Feb 3, 2026 | Silber Lawrence Harris | President & CEO | A | 21,100 | $0.00 | $0.00 |
| Feb 3, 2026 | Silber Lawrence Harris | President & CEO | F | 4,361 | $154.03 | $671.7K |
| Feb 3, 2026 | Humphrey Mark | SVP & Chief Financial Officer | A | 4,707 | $0.00 | $0.00 |
| Feb 3, 2026 | Humphrey Mark | SVP & Chief Financial Officer | F | 460 | $154.03 | $70.9K |
| Feb 3, 2026 | Peres Tamir | SVP&Chief Information Officer | A | 4,220 | $0.00 | $0.00 |
| Feb 3, 2026 | Peres Tamir | SVP&Chief Information Officer | F | 887 | $154.03 | $136.6K |
| Feb 3, 2026 | Schumacher Mark Alan | VP & Chief Accounting Officer | A | 1,624 | $0.00 | $0.00 |
| Feb 3, 2026 | Schumacher Mark Alan | VP & Chief Accounting Officer | F | 174 | $154.03 | $26.8K |
| Feb 3, 2026 | Birnbaum Aaron | SVP & Chief Operating Officer | A | 7,467 | $0.00 | $0.00 |
| Feb 3, 2026 | Birnbaum Aaron | SVP & Chief Operating Officer | F | 1,360 | $154.03 | $209.5K |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.3/10.
BULLISH
8-K
6/10
Herc Holdings reported Q1 2026 adjusted EPS of $0.21, a massive beat vs consensus of -$1.01, on reve
Apr 28, 2026
NEUTRAL
DEFA14A
3/10
Herc Holdings Inc. (HRI) filed a definitive additional materials statement (DEFA14A) related to a sh
Mar 27, 2026
BULLISH
INST-CLUSTER
7/10
Three major institutional investors — Fidelity, Wells Fargo, and Norges Bank — significantly increas
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (77% buy). Based on 13 analysts: 3 strong buy, 7 buy, 2 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$168.90 mean target
+31.9% upside
Strong Buy (1.89)
$115.00 Low
$206.00 High
| Metric | Value |
|---|---|
| Current Price | $128.01 |
| Target Low | $115.00 |
| Target Mean | $168.90 |
| Target Median | $170.00 |
| Target High | $206.00 |
| # Analysts | 10 |
| Recommendation | Strong Buy (1.89) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.65 | $0.14 | $0.98 | -65.3% | -12.3% | 1↑ 5↓ | $1.1B | 12.9% | 9 |
| Next Q 2026-09-30 |
$2.72 | $1.96 | $3.07 | 22.6% | -9.2% | 1↑ 5↓ | $1.3B | -1.4% | 9 |
| Current FY 2026-12-31 |
$6.02 | $5.65 | $6.49 | -20.9% | -7.7% | 2↑ 6↓ | $4.8B | 9.7% | 8 |
| Next FY 2027-12-31 |
$9.77 | $5.86 | $13.48 | 62.3% | -11.2% | 3↑ 4↓ | $5.1B | 6.2% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.650 | |
| 7d ago | $0.633 | +0.016 |
| 30d ago | $0.740 | -0.091 |
| 60d ago | $1.125 | -0.475 |
| 90d ago | $1.620 | -0.970 |
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 13, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Mar 16, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Mar 9, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 18, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 18, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Jan 23, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 23, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Dec 17, 2025 | Keybanc | UPGRADE | Sector Weight | Overweight |
| Dec 11, 2025 | Citigroup | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 7 | 2 | 1 | 0 | 77% | |
| Apr 1, 2026 | 3 | 7 | 2 | 1 | 0 | 77% | |
| Mar 1, 2026 | 3 | 7 | 2 | 1 | 0 | 77% | |
| Feb 1, 2026 | 3 | 7 | 2 | 1 | 0 | 77% | |
| Jan 1, 2026 | 3 | 6 | 3 | 1 | 0 | 69% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 28, 2026
earnings_calendar
HRI Q1 2026 Earnings Scheduled — 2026-04-28
Apr 28, 2026
short_volume
Short Volume: HRI — 55.3% short (0.3M / 0.6M)
Short: 347,445 | Exempt: 267 | TRF Vol: 628,413 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: HRI — 69.7% short (0.4M / 0.6M)
Short: 431,738 | Exempt: 8 | TRF Vol: 619,069 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
earnings_calendar
HRI Q1 2026 Earnings Scheduled — 2026-04-16
Mar 11, 2026
short_interest
FTD: HRI — 4,789 shares ($0.6M) failed to deliver
Settlement: 20260311, Price: $114.90, FTD Value: $550,256.1, HERC HLDGS INC COM (DE)
Mar 9, 2026
short_interest
FTD: HRI — 26,877 shares ($3.2M) failed to deliver
Settlement: 20260309, Price: $120.13, FTD Value: $3,228,734.01, HERC HLDGS INC COM (DE)
Mar 6, 2026
short_interest
FTD: HRI — 18,431 shares ($2.4M) failed to deliver
Settlement: 20260306, Price: $131.74, FTD Value: $2,428,099.94, HERC HLDGS INC COM (DE)