Market Cap
$4.2B
HRI
HERC HOLDINGS INC
$138.37 ▲ +4.94%
Prev close $131.86Market cap$4.2B
ConsensusBuy
12-mo target$189.08 (+36.7%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits Services
Snapshot
The big-picture read on HRI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$4.1B
Inst. Activity
30 buys / 20 sells
Insider Activity
$930.3K buy / $0.00 sell
Insider Net $
$930.3K
SEC Reports
6
Price chart 30d -0.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 8, 2026 short_volume
Aug 25, 2026 SEC Short Volume: HRI — 65.3% short (0.4M / 0.5M)
Short: 352,290 | Exempt: 12 | TRF Vol: 539,534 | Short Ratio: 65.3% | Off-exchange volume (dark pool
Director Erik Olsson made an open-market purchase of 3,085 HRI shares for $503K at $163/share. This is a solitary convic
INSIDER-BUY — Impact 3/10
Aug 21, 2026 Insider
Aug 19, 2026 SEC Olsson Erik bought 3,085 shares
Director @ $163.00 ($502.9K)
Herc Holdings appointed Erik Olsson, former Chairman/CEO of Mobile Mini and former CEO of RSC Holdings, as an independen
8-K — Impact 2/10
Aug 18, 2026 Insider
Olsson Erik was granted 639 shares
Director
Aug 18, 2026 Insider
Jul 28, 2026 SEC Peres Tamir was granted 2,261 shares
SVP&Chief Information Officer
Herc Holdings reported Q2 2026 adjusted EPS of $1.43, a 95% beat vs the $0.73 consensus, on total revenues of $1.204B (+
8-K — Impact 7/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
2,117,340 shares ($303.5M)
Analyst ratings buy % +5.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Aug 17, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Jul 29, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 14, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 29, 2026 | BNP Paribas | INITIATE | Neutral | — |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 3 | 1 | 0 | 73% | |
| Aug 1, 2026 | 3 | 8 | 3 | 1 | 0 | 73% | |
| Jul 1, 2026 | 3 | 8 | 3 | 1 | 0 | 73% | |
| Jun 1, 2026 | 3 | 7 | 2 | 1 | 0 | 77% | |
| 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% |
Price targets
Where 12 covering analysts think HRI trades over the next 12 months.
$189.08 +36.7% upside Strong Buy
Current$138.37 Low$135.00 Median$180.00 High$240.00 12 analysts
$135.00$240.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 4.7/10.
NEUTRALINSIDER-BUY3/10
Director Erik Olsson made an open-market purchase of 3,085 HRI shares for $503K at $163/share. This
Aug 25, 2026
NEUTRAL8-K2/10
Herc Holdings appointed Erik Olsson, former Chairman/CEO of Mobile Mini and former CEO of RSC Holdin
Aug 19, 2026
BULLISH8-K7/10
Herc Holdings reported Q2 2026 adjusted EPS of $1.43, a 95% beat vs the $0.73 consensus, on total re
Jul 28, 2026
BULLISH8-K6/10
Herc Holdings reported Q1 2026 adjusted EPS of $0.21, a massive beat vs consensus of -$1.01, on reve
Apr 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
short_volume
Short Volume: HRI — 65.3% short (0.4M / 0.5M)
Short: 352,290 | Exempt: 12 | TRF Vol: 539,534 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Jul 28, 2026
earnings_calendar
HRI Q2 2026 Earnings Scheduled — 2026-07-28
Jul 16, 2026
earnings_calendar
HRI Q2 2026 Earnings Scheduled — 2026-07-16
Jul 15, 2026
short_interest_report
Short Interest: HRI up 21% to 2.2M shares
Settlement 2026-07-15 | Days to cover: 4.57 | ≈6.67% of shares outstanding (est.)
Jun 11, 2026
ftd
FTD: HRI — 4,873 shares ($0.7M) failed to deliver
Settlement: 20260611, Price: $141.38, FTD Value: $688,944.74, HERC HLDGS INC COM (DE)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.98 | $2.53–$3.35 | 34.0% | -2.7% | 4↑ 2↓ | $1.3B | 9 |
| Next Q | $2.45 | $2.16–$2.80 | 18.5% | +3.4% | 3↑ 4↓ | $1.3B | 9 |
| Current FY | $7.15 | $6.33–$7.87 | -6.0% | -4.4% | 8↑ 0↓ | $4.9B | 10 |
| Next FY | $10.93 | $8.55–$13.90 | 52.8% | +7.7% | 7↑ 2↓ | $5.4B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.975 | — |
| 7d ago | $3.010 | -0.034 |
| 30d ago | $3.058 | -0.083 |
| 60d ago | $2.723 | +0.253 |
| 90d ago | $2.721 | +0.254 |
Institutional ownership
Which big funds own HRI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.1B total value (28,363,092 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, NORGES. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 4,996,905 | $716.3M | 17.6% | — |
| BlackRock, Inc. | 2,864,677 | $410.6M | 10.1% | — |
| NORGES BANK | 2,117,340 | $303.5M | 7.5% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,614,469 | $231.4M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,473,665 | $211.2M | 5.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,331,262 | $190.8M | 4.7% | — |
| FIRST TRUST ADVISORS LP | 1,311,071 | $187.9M | 4.6% | ADD +50.1% |
| GAMCO INVESTORS, INC. ET AL | 976,739 | $140.0M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 812,727 | $116.5M | 2.9% | — |
| STATE STREET CORP | 811,688 | $116.4M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,117,340 | — | $303.5M |
| FIRST TRUST ADVISORS LP | ADD | 873,338 | 1,311,071 | +50.1% | $187.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 235,320 | 350,906 | +49.1% | $50.3M |
| JPMORGAN CHASE & CO | DOUBLED | 50,902 | 312,026 | +513.0% | $45.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | DOUBLED | 142,900 | 303,017 | +112.0% | $43.4M |
| MORGAN STANLEY | TRIM | 374,540 | 279,479 | -25.4% | $40.1M |
| Allspring Global Investments Holdings, LLC | ADD | 97,409 | 192,195 | +97.3% | $27.0M |
| MARSHALL WACE, LLP | TRIM | 462,629 | 180,472 | -61.0% | $25.9M |
| Boston Partners | DOUBLED | 13,316 | 173,900 | +1205.9% | $24.9M |
| Point72 Asset Management, L.P. | ADD | 123,293 | 170,891 | +38.6% | $24.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net $930.3K — $930.3K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Olsson Erik | Director | BUY | 3,085 | $163.00 | $502.9K |
| Aug 18, 2026 | Olsson Erik | Director | AWARD | 639 | — | — |
| Aug 18, 2026 | Peres Tamir | SVP&Chief Information Officer | AWARD | 2,261 | — | — |
| Aug 18, 2026 | Peres Tamir | SVP&Chief Information Officer | TAX W/H | 822 | $166.82 | $137.1K |
| May 14, 2026 | CAMPBELL PATRICK D | Director | AWARD | 1,070 | $140.22 | $150.0K |
| May 14, 2026 | BURGESS SHARI L | Director | AWARD | 1,035 | — | — |
| May 14, 2026 | HOLLEY JEAN K | Director | AWARD | 1,035 | — | — |
| May 14, 2026 | Kelly Michael A | Director | AWARD | 1,035 | — | — |
| May 14, 2026 | Olin John A | Director | AWARD | 1,035 | — | — |
| May 14, 2026 | SACHDEV RAKESH | Director | AWARD | 1,035 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HRI.
Shares short
2,433,857
Settlement Sep 15, 2026
Change vs prior
+11.8%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈7.3%
Estimate — not % of float
All HRI filing & press-release reports (6)
- INSIDER-BUY reportAug 25, 2026
- 8-K reportAug 19, 2026
- 8-K reportJul 28, 2026
- 8-K reportApr 28, 2026
- DEFA14A reportMar 27, 2026
- INST-CLUSTER reportFeb 28, 2026