Assessing Herc Holdings: Insights From 10 Financial Analysts

10 analysts have shared their evaluations of Herc Holdings (NYSE:HRI) during the recent three months, expressing a mix of bullish and bearish perspectives.

In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.

	Bullish	Somewhat Bullish	Indifferent	Somewhat Bearish	Bearish
Total Ratings	4	5	1	0	0
Last 30D	1	0	0	0	0
1M Ago	1	2	0	0	0
2M Ago	1	2	1	0	0
3M Ago	1	1	0	0	0

In the assessment of 12-month price targets, analysts unveil insights for Herc Holdings, presenting an average target of $183.2, a high estimate of $200.00, and a low estimate of $165.00. Marking an increase of 3.7%, the current average surpasses the previous average price target of $176.67.

Interpreting Analyst Ratings: A Closer Look

The standing of Herc Holdings among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst	Analyst Firm	Action Taken	Rating	Current Price Target	Prior Price Target
Kyle Menges	Citigroup	Lowers	Buy	$165.00	$185.00
Kyle Menges	Citigroup	Lowers	Buy	$185.00	$195.00
Ken Newman	Keybanc	Lowers	Overweight	$190.00	$200.00
Mircea Dobre	Baird	Lowers	Outperform	$198.00	$200.00
Adam Seiden	Barclays	Raises	Overweight	$175.00	$160.00
Jerry Revich	Wells Fargo	Raises	Overweight	$189.00	$170.00
Tami Zakaria	JP Morgan	Raises	Neutral	$165.00	$150.00
Kyle Menges	Citigroup	Raises	Buy	$195.00	$170.00
Ken Newman	Keybanc	Announces	Overweight	$200.00	-
Kyle Menges	Citigroup	Raises	Buy	$170.00	$160.00

Key Insights:

• Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Herc Holdings. This insight gives a snapshot of analysts' perspectives on the current state of the company.
• Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Herc Holdings compared to the broader market.
• Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.

Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Herc Holdings's market standing. Stay informed and make data-driven decisions with our Ratings Table.

Stay up to date on Herc Holdings analyst ratings.

Unveiling the Story Behind Herc Holdings

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%).

A Deep Dive into Herc Holdings's Financials

Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.

Revenue Growth: Over the 3M period, Herc Holdings showcased positive performance, achieving a revenue growth rate of 59.71% as of 31 December, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.

Net Margin: Herc Holdings's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 1.99%, the company may face hurdles in effective cost management.

Return on Equity (ROE): Herc Holdings's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 1.24%, the company may face hurdles in generating optimal returns for shareholders.

Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.17%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 4.97.

How Are Analyst Ratings Determined?

Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.

Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.

This article was generated by Benzinga's automated content engine and reviewed by an editor.