Yousif Capital Management 13F: New $1.1M Stake in Herc (HRI)

Yousif Capital Management opened a new position in Herc Holdings Inc. HRI, acquiring 8,420 shares worth about $1.05 million, according to a Form 13F filing with the SEC on October 22, 2026.

HRI Herc Holdings Inc.

$128.11 ▼ -14.66% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Yousif Capital Management's Herc Holdings Inc. Position

The firm established a brand-new stake in the equipment rental provider during the period, picking up 8,420 shares. Because this is a newly initiated holding, there was no prior share count or percentage change to report. The reported value of the position stood at $1,050,816.

Other Institutional Activity in Herc Holdings Inc.

Other large funds also made notable adjustments to their portfolios around the same reporting period. First Trust Advisors LP grew its holdings by 437,722 shares, ending with 1,311,071 shares worth about $167.96 million after a 50.1% increase. Coliseum Capital Management, Llc cut its position by 545,015 shares, or 32.8%, leaving it with 1,117,122 shares valued at $143.11 million. Gamco Investors, Inc ET AL raised its stake by 3,601 shares, or 0.4%, to hold 976,739 shares worth about $125.13 million.

Herc Holdings Inc. Stock Up 2.2%

The company's shares recently traded around $128.11. That level places the stock about 10.2% under its 50-day moving average of $142.64 and roughly 8.3% below its 200-day moving average of $139.66. The stock sits 32.0% lower than its 52-week high of $188.35 and 44.8% above its 52-week low of $88.45. The company has a market capitalization of roughly $4.40 billion.

Recent Earnings

The rental equipment provider generated trailing twelve-month revenue of $4.86 billion alongside trailing earnings of $1.53 per share. Its return on equity stands at 2.6% with a net profit margin of 1.0%. Investors are looking ahead to the next earnings release scheduled for October 27, 2026.

Dividend

Herc Holdings pays an annual dividend rate of $2.80 per share, which gives it a dividend yield of 2.23%. The payout ratio sits at 183.0%.

About Herc Holdings Inc.

Based in Bonita Springs, Florida, Herc Holdings operates as a supplier of equipment rentals. The business rents out a wide variety of machinery and tools, including earthmoving equipment, aerial lifts, trucks, trailers, and air compressors to customers across the United States and internationally.

Bottom Line

Institutional interest in the equipment rental firm remains active as market participants track upcoming earnings reports. Investors will monitor the company's next financial update on October 27, 2026, for further clues on margins and fleet utilization.