Herc (HRI)
Rents general equipment, specialty solutions, and contractor tools across North America.
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Rents aerial, earthmoving, material-handling, and other job-site equipment, with ProSolutions specialty services and ProContractor tools serving construction, industrial, infrastructure, and commercial customers across North America. Rental revenue anchors the single-segment model, supplemented by used-equipment sales and ancillary services.
Rents a broad fleet of aerial, earthmoving, material-handling, truck, compressor, compaction, and lighting equipment across the United States and Canada. ProSolutions adds power, climate-control, remediation, pumping, and trench-shoring rentals, while ProContractor supplies professional-grade tools. Used-fleet sales, parts and supplies, transport, maintenance, and other services supplement rental revenue.
Serves contractors, industrial operators, infrastructure and government projects, commercial facilities, and national accounts through 607 North American locations. Uses fleet tracking, branch density, and specialized sales teams to position equipment across local markets and serve national accounts; the completed H&E integration expanded the network and general fleet. The business depends on construction and industrial investment, fleet utilization, key suppliers, equipment resale values, and debt issued for the H&E acquisition.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | JP Morgan | Upgrade | ||
| Aug 17, 2026 | Wells Fargo | Reiterate | Rating: —Target: $189 | Target: $218 |
| Jul 29, 2026 | KeyBanc | Reiterate | Rating: —Target: $190 | Target: $185 |
| Jun 29, 2026 | Exane BNP Paribas | Initiate | Rating: — | |
| Jun 29, 2026 | BNP Paribas | Target | Target: — | Target: $160 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $43.0M · Total debt $9.47B · Total assets $13.72B · Shareholders' equity $1.89B
- Revenue
- $1.20B
- Operating income
- $144.0M
- Net income
- $19.0M
HistoryDividendAnnual yield
| Institutions | ≈ 103.22% | 34.51M shares | |
|---|---|---|---|
| 351 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.44% | 815.8K shares | |
| 12 holders · as of Aug 24, 2026 | |||
| Strategic holders | 5.67% | 1.89M shares | |
| 1 holder · as of Feb 14, 2022 | |||
| Adds to | 111.33% | ||
33.43M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.33%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 14.95% | 5.00M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.57% | 2.86M | as of Jun 30, 2026 |
Norges BankInstitution | 6.33% | 2.12M | as of Jun 30, 2026 |
Alger Associates, Inc.Strategic | 5.67% | 1.89M | filed Feb 14, 2022 |
Vanguard Portfolio Management LLCInstitution | 4.83% | 1.61M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Erik Olsson | director | +3,085 | $163.00 |
| Feb 27, 2026 | John A. Olin | director | +3,000 | $142.47 |
- United Rentals
Broad national rental rival across core and specialty fleets
- WillScot
Jobsite space and storage rental overlap
- Custom Truck One Source
Specialty truck and infrastructure equipment rental peer
- Home Depot
Retail-backed tool and equipment rental pressure
- McGrath RentCorp
Modular and portable-storage rental overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Herc | $142.85 | +1.50% | $4.71B | 95.7 | 17.2 | 1.0 | +20.2% |
| United Rentals | $1,037.76 | +0.76% | $64.10B | 24.9 | 19.7 | 3.8 | +11.8% |
| WillScot | $18.29 | +1.05% | $3.28B | — | 15.7 | 1.4 | +3.9% |
| Custom Truck One Source | $9.53 | +1.55% | $2.13B | 99.9 | 43.7 | 1.0 | +10.2% |
| Home Depot | $301.44 | +1.43% | $296.34B | 20.8 | 19.5 | 1.8 | +5.7% |
| McGrath RentCorp | $113.01 | +1.12% | $2.73B | 18.0 | 17.6 | 2.9 | −6.2% |
| Median | 22.9 | 19.5 | 1.8 | +5.7% |