Discover
HRTG
Heritage Insurance Holdings, Inc.
34.83
200 x 33.47
300 x 34.99
bid
ask
-
0.40
1.14%
250 @ 04:00 PM
34.83 +0.00 (0.00%)
| Ytd | 19.04% | |
| 1y | 35.84% |
34.71
day range
35.57
20.88
52 week range
35.42
| Open | 35.23 | Prev Close | 35.23 | Low | 34.71 | High | 35.57 | Mkt Cap | 1.04B |
| Vol | 147.51K | Avg Vol | 293.51K | EPS | 7.01 | P/E | 4.97 | Forward P/E | 6.72 |
| Beta | 0.92 | Short Ratio | 3.48 | Inst. Own | 67.41% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | 06-13 | Earning | 11-04 | 50-d Avg | 33.56 | 200-d Avg | 27.95 | 1yr Est | 39.00 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-11-04 | 2026-09 | 0.77 | N/A | N/A | N/A |
| 2026-08-05 | 2026-06 | 1.25 | 2.05 | 0.8 | 64.00% |
| 2026-05-07 | 2026-03 | 1.53 | 1.19 | -0.34 | -22.22% |
| 2026-03-09 | 2025-12 | 1.61 | 2.15 | 0.54 | 33.54% |
| 2025-11-05 | 2025-09 | 0.53 | 1.63 | 1.1 | 207.55% |
| 2025-08-05 | 2025-06 | 1.03 | 1.55 | 0.52 | 50.49% |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-08-07 | Truist Securities | Upgrade | Buy | Buy |
| 2026-07-15 | Piper Sandler | Upgrade | Overweight | Overweight |
| 2026-05-11 | Truist Securities | Upgrade | Buy | Buy |
| 2026-03-10 | Truist Securities | Upgrade | Buy | Buy |
| 2025-11-07 | Truist Securities | Upgrade | Buy | Buy |
| 2025-09-19 | Truist Securities | Upgrade | Buy | Buy |
Profile
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. It offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential property insurance in Florida, Hawaii, New Jersey, and New York.
The company also provides homeowners insurance, condo insurance, dwelling fire, equipment coverage, and artisan contractor program. It offers insurance products through a network of independent agents. The company was founded in 2012 and is headquartered in Tampa, Florida.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2026-06-09 | APOSTOLOU PANAGIOTIS | Director | 169.97K | Stock Award(Grant) |
| 2026-06-09 | BARLAS IRINI | Director | 0.00 | Stock Award(Grant) |
| 2025-06-09 | BERSET MARK S | Director | 761.48K | Stock Award(Grant) |
| 2026-09-08 | BINNUN SHARON | Officer | 80.62K | Sale |
| 2026-09-13 | GARATEIX ERNIE J | Chief Executive Officer | 1.04M | Sale |
| 2026-08-16 | LUSK KIRK H. | Chief Financial Officer | 492.52K | Sale |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-06-29 | Blackrock Inc. | 2.33M | 81.25M | 7.85% |
| 2026-06-29 | Dimensional Fund Advisors LP | 1.31M | 45.65M | 4.41% |
| 2026-06-29 | American Century Companies Inc | 1.07M | 37.16M | 3.59% |
| 2026-06-29 | Vanguard Capital Management LLC | 1.01M | 35.31M | 3.41% |
| 2026-06-29 | Vanguard Portfolio Management LLC | 949.09K | 33.06M | 3.19% |
| 2026-06-29 | Geode Capital Management, LLC | 749.88K | 26.12M | 2.52% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-08-30 | American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 966.41K | 33.66M | 3.25% |
| 2026-06-29 | VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 730.40K | 25.44M | 2.46% |
| 2026-08-30 | iShares Trust-iShares Russell 2000 ETF | 652.38K | 22.72M | 2.19% |
| 2026-09-29 | Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF | 284.67K | 9.92M | 0.96% |
| 2026-07-30 | Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 271.09K | 9.44M | 0.91% |
| 2026-06-29 | VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 259.93K | 9.05M | 0.87% |
Dividend
| Dividend | Date |
|---|---|
| 0.06 | 2022-06-13 |
| 0.06 | 2022-03-16 |
| 0.06 | 2021-12-14 |
| 0.06 | 2021-09-14 |
| 0.06 | 2021-06-14 |
| 0.06 | 2021-03-12 |