Heritage Insurance Holdings, Inc. HRTG
Set alert
35.64 USD -0.50 -1.38%
At close · Oct 30
35.50 -0.14 -0.39%
After hours · Oct 30, 7:02 PM ET
34.01 Day range 36.03
20.88 52-week range 37.70
- YTD
- +21.80%
- 1 year
- +52.76%
- Open
- 35.91
- Prev close
- 36.14
- Mkt cap
- 1.06B
- Vol
- 407.75K
- Avg vol
- 277.89K
- EPS
- 7.09
- P/E
- 5.03
- Div yield
- 0.00%
More statistics
- Low
- 34.01
- High
- 36.03
- Forward P/E
- 7.00
- Beta
- 0.92
- Short ratio
- 2.91
- Inst. own
- 67.71%
- Dividend
- 0.00
- Ex-div date
- Jun 12, 2022
- Earnings
- Mar 8, 2027
- 50-d avg
- 34.76
- 200-d avg
- 28.57
- 1y target
- 39.00
MAX chart
Events in this range
- Nov 5, 2025Earnings: 1.63; estimate 0.53; surprise 207.55%
- May 7, 2026Earnings: 1.19; estimate 1.53; surprise -22.22%
- Aug 5, 2026Earnings: 2.05; estimate 1.25; surprise 64%
- Aug 7, 2026Rating: Truist Securities · Buy → Buy
- Oct 30, 2026Rating: Truist Securities · Buy → Buy
Signals (52)
| Name | Date | Ago |
|---|---|---|
| MACD: Buy Signal | Aug 1, 2026 | 3 months ago |
| SMA: Bullish | Jul 1, 2026 | 4 months ago |
| SMA: Bearish | May 1, 2026 | 6 months ago |
| MACD: Sell Signal | May 1, 2026 | 6 months ago |
| RSI: Overbought | Nov 1, 2025 | 1 year ago |
| RSI: Overbought | May 1, 2025 | 1 year ago |
| RSI: Overbought | Aug 1, 2024 | 2 years ago |
| SMA: Bullish | Jul 1, 2024 | 2 years ago |
| SMA: Bearish | Jun 1, 2024 | 2 years ago |
| SMA: Bullish | Aug 1, 2023 | 3 years ago |
| SMA: Bullish | Feb 1, 2023 | 3 years ago |
| MACD: Buy Signal | Feb 1, 2023 | 3 years ago |
| RSI: Oversold | Jun 1, 2022 | 4 years ago |
| SMA: Bearish | Apr 1, 2022 | 4 years ago |
| SMA: Bullish | Mar 1, 2022 | 4 years ago |
| SMA: Bearish | Apr 1, 2021 | 5 years ago |
| SMA: Bullish | Mar 1, 2021 | 5 years ago |
| SMA: Bearish | Sep 1, 2020 | 6 years ago |
| MACD: Sell Signal | Sep 1, 2020 | 6 years ago |
| SMA: Bullish | Aug 1, 2020 | 6 years ago |
| MACD: Buy Signal | Aug 1, 2020 | 6 years ago |
| SMA: Bearish | Jul 1, 2020 | 6 years ago |
| SMA: Bullish | Jun 1, 2020 | 6 years ago |
| SMA: Bearish | Oct 1, 2019 | 7 years ago |
| SMA: Bearish | Oct 1, 2019 | 7 years ago |
| SMA: Bullish | Sep 1, 2019 | 7 years ago |
| SMA: Bullish | Sep 1, 2019 | 7 years ago |
| SMA: Bearish | Jul 1, 2019 | 7 years ago |
| SMA: Bearish | Jul 1, 2019 | 7 years ago |
| SMA: Bullish | Jun 1, 2019 | 7 years ago |
| SMA: Bullish | Jun 1, 2019 | 7 years ago |
| SMA: Bearish | Mar 1, 2019 | 7 years ago |
| SMA: Bullish | Feb 1, 2019 | 7 years ago |
| SMA: Bearish | Jan 1, 2019 | 7 years ago |
| SMA: Bearish | Dec 1, 2018 | 7 years ago |
| MACD: Sell Signal | Dec 1, 2018 | 7 years ago |
| SMA: Bullish | Nov 1, 2018 | 8 years ago |
| SMA: Bullish | Nov 1, 2018 | 8 years ago |
| MACD: Buy Signal | Nov 1, 2018 | 8 years ago |
| SMA: Bearish | Oct 1, 2018 | 8 years ago |
| MACD: Sell Signal | Oct 1, 2018 | 8 years ago |
| SMA: Bearish | Aug 1, 2018 | 8 years ago |
| SMA: Bullish | Apr 1, 2018 | 8 years ago |
| SMA: Bearish | Mar 1, 2018 | 8 years ago |
| SMA: Bullish | Nov 1, 2017 | 9 years ago |
| SMA: Bullish | Oct 1, 2017 | 9 years ago |
| MACD: Buy Signal | Oct 1, 2017 | 9 years ago |
| SMA: Bearish | Mar 1, 2017 | 9 years ago |
| SMA: Bullish | Nov 1, 2016 | 10 years ago |
| SMA: Bearish | Jan 1, 2016 | 10 years ago |
| SMA: Bullish | Oct 1, 2015 | 11 years ago |
| SMA: Bearish | Aug 1, 2015 | 11 years ago |
Key statistics
- Market cap
- 1.06B
- Enterprise value
- 597.72M
- Trailing P/E
- 5.03
- Forward P/E
- 7.00
- PEG ratio
- 0.00
- Price / sales
- 1.23
- Price / book
- 1.71
- EPS (TTM)
- 7.09
- Beta
- 0.92
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Profit margin
- 25.07%
- Revenue (TTM)
- 861.41M
- Revenue growth
- 3.20%
- Free cash flow
- 0
- Total cash
- 532.10M
- Total debt
- 90.12M
- Return on equity
- 41.68%
- Shares outstanding
- 29.63M
- Short % of float
- 2.93%
- 50-day average
- 34.76
- 200-day average
- 28.57
Analyst view
Consensus: buy
Buy
Price target (mean) 39.00 +9.4% upside
Now 35.64
- Target (low)
- 36.00
- Target (mean)
- 39.00
- Target (high)
- 42.00
Ratings (0m) 4 2 buy · 2 hold · 0 sell
- Strong buy1
- Buy1
- Hold2
- Sell0
- Strong sell0
Next earnings
Mar 8, 2027
Expected Mar 8, 2027. Consensus EPS estimate 1.19.
Financials — quick view
HRTG Revenue — quarterly 214.19M
HRTG Net income — quarterly 61.71M
HRTG EPS — quarterly 2.06
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Mar 8, 2027 | Mar 30, 2027 | 1.06 | — | — | — |
| Oct 28, 2026 | Sep 30, 2026 | 0.93 | 1.72 | +0.79 | +84.95% |
| Aug 5, 2026 | Jun 30, 2026 | 1.25 | 2.05 | +0.80 | +64.00% |
| May 7, 2026 | Mar 31, 2026 | 1.53 | 1.19 | -0.34 | -22.22% |
| Mar 9, 2026 | Dec 31, 2025 | 1.61 | 2.15 | +0.54 | +33.54% |
| Nov 5, 2025 | Sep 30, 2025 | 0.53 | 1.63 | +1.10 | +207.55% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 30, 2026 | Truist Securities | main | Buy | Buy |
| Oct 16, 2026 | Raymond James | init | — | Market Perform |
| Aug 7, 2026 | Truist Securities | main | Buy | Buy |
| Jul 15, 2026 | Piper Sandler | main | Overweight | Overweight |
| May 11, 2026 | Truist Securities | main | Buy | Buy |
| Mar 10, 2026 | Truist Securities | main | Buy | Buy |
About Heritage Insurance Holdings, Inc.
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.
- Sector
- Financial Services
- Industry
- Insurance - Property & Casualty
- Country
- United States
- Website
- heritagepci.com
News
- What Heritage Insurance (HRTG) Said on Its Q3 Earnings Call
- Truist Securities Maintains Buy on Heritage Insurance Hldgs, Raises Price Target to $44
- Heritage Insurance Holdings, Inc. (HRTG) Q3 2026 Earnings Call Transcript
- Heritage Insurance (HRTG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
- Heritage Insurance (HRTG) Surpasses Q3 Earnings and Revenue Estimates
- Heritage Insurance Hldgs Q3 EPS $1.72 Beats $0.95 Estimate, Sales $219.241M Beat $217.350M Estimate
- Heritage Reports Third Quarter 2026 Results
- This MannKind Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
- This Urban Outfitters Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
- Raymond James Initiates Coverage On Heritage Insurance Hldgs with Market Perform Rating
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| APOSTOLOU PANAGIOTIS | Director | Stock Award(Grant) | Jun 9, 2026 | 169,972 |
| BARLAS IRINI | Director | Stock Award(Grant) | Jun 9, 2026 | 0 |
| BERSET MARK S | Director | Stock Award(Grant) | Jun 9, 2025 | 761,478 |
| BINNUN SHARON | Officer | Sale | Sep 8, 2026 | 80,623 |
| GARATEIX ERNIE J | Chief Executive Officer | Sale | Sep 13, 2026 | 1,035,960 |
| LUSK KIRK H. | Chief Financial Officer | Sale | Aug 16, 2026 | 492,522 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.85% | 2,332,889 | 83.12M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.41% | 1,310,615 | 46.70M | Jun 29, 2026 |
| American Century Companies Inc | 3.59% | 1,066,936 | 38.01M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.41% | 1,013,658 | 36.12M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 3.19% | 949,090 | 33.82M | Jun 29, 2026 |
| Geode Capital Management, LLC | 2.52% | 749,878 | 26.72M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 3.33% | 990,565 | 35.29M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.46% | 730,399 | 26.02M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.19% | 651,539 | 23.21M | Sep 29, 2026 |
| Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF | 0.96% | 284,674 | 10.14M | Sep 29, 2026 |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 0.91% | 271,094 | 9.66M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 0.87% | 259,932 | 9.26M | Jun 29, 2026 |