HRTG

NEW: We've expanded Stock Detail, Screener, and Maps with new data

Stock Detail, Screener:
3, 5, 10-Year Performance
EV/EBITDA, EV/Sales
Dividend Growth (1, 3, 5 Years)
EPS & Sales Growth (3 Years)

Maps:
All from Screener plus:
ROA, ROE, ROIC
Quick & Current Ratios
LT Debt and Debt to Equity Ratios
Gross, Operating, and Net Margins

Dollar change -0.35
Percentage change -1.62	%

Peers: ALL HIG PGR TRV CINF SIGI WRB ACGL RNR RLI

| Held by: VTI AVUV IWM VXF DWAS DFAT IWO BSVO VTWO DFAS

Scroll to Statements

Index	RUT	P/E	8.42	EPS (ttm)	2.53	Insider Own	27.33%	Shs Outstand	30.99M	Perf Week	-6.33%
Market Cap	660.46M	Forward P/E	6.03	EPS next Y	3.53	Insider Trans	-0.51%	Shs Float	22.52M	Perf Month	-10.76%
Enterprise Value	-	PEG	-	EPS next Q	1.01	Inst Own	54.65%	Short Float	9.60%	Perf Quarter	31.30%
Income	77.79M	P/S	0.79	EPS this Y	58.21%	Inst Trans	1.12%	Short Ratio	4.22	Perf Half Y	96.22%
Sales	837.96M	P/B	2.01	EPS next Y	11.11%	ROA	5.42%	Short Interest	2.16M	Perf YTD	76.12%
Book/sh	10.62	P/C	-	EPS next 5Y	-	ROE	27.59%	52W High	26.64 -20.01%	Perf Year	210.64%
Cash/sh	-	P/FCF	8.98	EPS past 3/5Y	- 15.43%	ROIC	17.81%	52W Low	6.81 212.92%	Perf 3Y	655.67%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	8.99% 9.85%	Gross Margin	-	Volatility	4.80% 4.83%	Perf 5Y	71.03%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	53.85%	Oper. Margin	13.62%	ATR (14)	1.14	Perf 10Y	-14.45%
Dividend Ex-Date	Jun 13, 2022	Quick Ratio	-	Sales Y/Y TTM	11.41%	Profit Margin	9.28%	RSI (14)	42.07	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	1.47	EPS Q/Q	111.98%	SMA20	-5.88%	Beta	1.07	Target Price	29.00
Payout	0.00%	Debt/Eq	0.36	Sales Q/Q	10.57%	SMA50	-8.73%	Rel Volume	0.68	Prev Close	21.66
Employees	540	LT Debt/Eq	0.33	Earnings	May 06 AMC	SMA200	38.99%	Avg Volume	512.96K	Price	21.31
IPO	May 23, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	121.63% -1.01%	Trades		Volume	349,549	Change	-1.62%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-09-24	Upgrade	Piper Sandler	Neutral → Overweight	$9 → $13
Mar-13-24	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Feb-13-23	Downgrade	Piper Sandler	Overweight → Neutral	$4.30 → $2.20
Apr-06-20	Upgrade	Piper Sandler	Neutral → Overweight	$12 → $15
Nov-05-19	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Jul-16-19	Downgrade	Sandler O'Neill	Buy → Hold	$18 → $17
Jan-22-18	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Sep-23-16	Upgrade	Sandler O'Neill	Hold → Buy
Mar-04-16	Downgrade	Sandler O'Neill	Buy → Hold
Oct-20-15	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform
Jul-20-15	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform

Show Previous Ratings

Jul-08-25 03:54AM	Zacks.com featured highlights Fresenius Medical Care, Eldorado Gold, Hope Bancorp and Heritage Insurance (Zacks)
Jul-07-25 09:18AM	4 High Earnings Yield Value Stocks You Should be Owning (Zacks)
Jul-03-25 09:08AM	Marsh & McLennan Expands in Florida With Excel Insurance Acquisition (Zacks)
Jul-02-25 01:00PM	Allstate Finalizes Group Health Divestiture for $1.25 Bn (Zacks)
Jul-01-25 04:10PM	Heritage Announces That its Subsidiary Zephyr Insurance Has Entered into a Partnership with the Hawaii Hurricane Relief Fund (PR Newswire) -5.17%
12:15PM	Loading…
12:15PM	Here's Why Investors Should Retain Lincoln National Stock for Now (Zacks)
09:23AM	The Zacks Analyst Blog Highlights Heritage Insurance, Palomar, Root and HCI (Zacks)
Jun-30-25 09:41AM	4 P&C Insurance Stocks That Have Gained More Than 25% YTD (Zacks) +6.44%
Jun-27-25 12:51PM	Kingstone's Reinsurance Program: Why it is a Cornerstone of Growth (Zacks)
Jun-26-25 12:42PM	HRTG's Reinsurance Program: Why is it a Cornerstone of Growth? (Zacks) +5.07%
12:35PM	MetLife Teams Up With Sprout.ai to Advance Global Claims Automation (Zacks)
11:22AM	Marsh & McLennan to Acquire Validate Health to Expand Healthcare Reach (Zacks)
Jun-25-25 12:22PM	Synchrony Partners With Sploot to Make Pet Healthcare More Affordable (Zacks)
Jun-24-25 12:15PM	HRTG vs HCI: Which Regional Insurance Carrier is a Safer Bet? (Zacks)
10:17AM	Aon Unveils AI-Powered Broker Copilot to Modernize Insurance Placement (Zacks)
12:10PM	Loading…
Jun-20-25 12:10PM	Kingstone's Policy Growth Steady: Will it Fuel Premium Acceleration? (Zacks)
Jun-19-25 11:51AM	HRTG Boosts Premiums-in-Force With Mix Shift: Will it Aid Growth? (Zacks)
09:48AM	SYF Joins Forces With Payzer to Streamline Home Improvement Financing (Zacks)
Jun-18-25 12:33PM	Kingstone Companies Stock Down 3% YTD: Should You Buy the Dip? (Zacks)
10:36AM	MarketAxess Rolls Out E-Trading for Indian Govt Bonds to Global FPIs (Zacks)
08:38AM	5 High-Earnings Yield Picks to Ride Out Market Uncertainty (Zacks)
Jun-17-25 10:46AM	Heritage's E&S Segment Fuels Growth: Can it Sustain the Momentum? (Zacks)
Jun-12-25 12:21PM	KINS Focuses on Personal Lines Business: Will This Accelerate Growth? (Zacks)
Jun-11-25 01:24PM	HRTG Outpaces Industry in 3 Months: Time to Buy the Stock? (Zacks)
Jun-10-25 08:47AM	Virtu Financial and Limina Team Up to Streamline Post-Trade Operations (Zacks)
07:30AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
Jun-09-25 11:46AM	Here's Why Investors Should Hold American International Stock for Now (Zacks) -5.75%
Jun-06-25 10:37AM	Here's Why Investors Should Hold Onto Aon plc Stock for Now (Zacks)
Jun-05-25 01:02PM	Heritage Insurance Margin Improves: Can It Retain the Momentum? (Zacks)
Jun-04-25 04:15PM	Heritage to Present at Sidoti Small-Cap Virtual Conference (PR Newswire)
12:55PM	Loading…
12:55PM	Synchrony Expands Credit Reach With New PayPal Credit Card (Zacks)
12:00PM	Heritage Insurance (HRTG) Is Up 4.48% in One Week: What You Should Know (Zacks)
07:02AM	5 Mid & Small-Cap Stock Picks From the Booming P&C Insurance Industry (Zacks)
Jun-03-25 10:36AM	4 Insurance Stocks That Have Outperformed the S&P 500 in a Year (Zacks)
May-29-25 11:25AM	Synchrony & Jewelers Mutual Unite to Transform Jewelry Financing (Zacks)
May-27-25 09:08AM	Beat the Market the Zacks Way: GE Aerospace, Monster Beverage, Cencora in Focus (Zacks)
May-26-25 10:39AM	Primerica Shares Up Since Q1 Earnings Surpass Estimates (Zacks)
May-23-25 03:59PM	HRTG vs. UVE: Which Regional P&C Insurer is a Safer Bet Now? (Zacks)
10:51AM	Houlihan Lokey Shares Up Since Q4 Earnings Beat Estimates (Zacks)
09:52AM	4 Stocks Trading Near 52-Week High With Room to Rise Further (Zacks)
May-22-25 11:45AM	eHealth Shares Down 2.4% Despite Q1 Earnings Beat, '25 View Reaffirmed (Zacks)
May-20-25 03:05PM	Find Top-Ranked Value Stocks to Buy Amid the Massive Market Rally (Zacks)
12:44PM	KINS Trades at a Premium to Industry: Will You Still Buy the Stock? (Zacks)
11:11AM	Corebridge Stock Up 7.6% Since Q1 Earnings Beat Estimates (Zacks)
10:33AM	Employers Holdings' Stock Up 4.2% Since Q1 Earnings Beat Estimates (Zacks)
May-19-25 08:25AM	5 Value Stocks With High Earnings Yield for Handsome Gains (Zacks)
07:52AM	Rithm Capital Q1 Earnings Beat Estimates, Stock Up 12.2% (Zacks)
May-16-25 01:27PM	Equitable Holdings Q1 Earnings Miss Estimates, Stock Up 3.5% (Zacks)
01:14PM	Regional Management's Q1 Earnings Beat Estimates, Stock Dips 11.6% (Zacks)
May-15-25 01:05PM	Encore Capital Q1 Earnings Top Estimates on Higher Portfolio Purchases (Zacks)
May-13-25 12:03PM	LSEA Q1 Loss Wider Than Expectations, Revenues Up Y/Y, Stock Soars 60% (Zacks)
May-12-25 12:00PM	Are You Looking for a Top Momentum Pick? Why Heritage Insurance (HRTG) is a Great Choice (Zacks)
09:15AM	HCI Group, Inc. (HCI) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:38AM	ProAssurance Q1 Earnings Miss Estimates on Declining Premiums (Zacks)
May-09-25 02:29PM	Should Heritage Insurance Stock Be in Your Portfolio Post Q1 Earnings? (Zacks)
08:46AM	4 Stocks Trading Near 52-Week High With More Upside Potential (Zacks)
06:21AM	5 Stocks With Recent Price Strength to Maximize Your Gains (Zacks)
May-08-25 04:15PM	Heritage Announces Full Placement of 2025-2026 CAT XOL Reinsurance Program (PR Newswire) +5.60%
09:15AM	Heritage Insurance Holdings, Inc. (HRTG) Hits Fresh High: Is There Still Room to Run? (Zacks)
03:17AM	Heritage Insurance Holdings Inc (HRTG) Q1 2025 Earnings Call Highlights: Strong Profitability ... (GuruFocus.com)
May-07-25 03:25PM	Heritage Insurance Holdings, Inc. (HRTG) Q1 2025 Earnings Call Transcript (Seeking Alpha) +22.54%
02:46PM	MarketAxess Q1 Earnings Beat on Emerging Markets Strength (Zacks)
May-06-25 08:00PM	Heritage Insurance (HRTG) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:15PM	Heritage Insurance (HRTG) Q1 Earnings Surpass Estimates (Zacks)
04:10PM	Heritage Reports First Quarter 2025 Results (PR Newswire)
May-05-25 01:55PM	CNO Q1 Earnings Meet Estimates on Higher Collected Premiums (Zacks)
01:21PM	Should You Add HRTG Stock to Your Portfolio Ahead of Q1 Earnings? (Zacks)
12:24PM	Euronet's Q1 Earnings Meet Estimates on Money Transfer Unit Strength (Zacks)
10:06AM	Earnings To Watch: Heritage Insurance Holdings Inc (HRTG) Reports Q1 2025 Result (GuruFocus.com)
09:40AM	Are Investors Undervaluing Heritage Insurance (HRTG) Right Now? (Zacks)
May-02-25 01:20PM	AIG Q1 Earnings Top on New Business Despite High Catastrophe Loss (Zacks)
12:58PM	Why Heritage Insurance Holdings, Inc. (HRTG) Is Surging in 2025 (Insider Monkey)
May-01-25 09:56AM	Aflac Q1 Earnings Miss Estimates on Lower Japan Premiums (Zacks)
Apr-30-25 01:08PM	RenaissanceRe Q1 Earnings Miss on High Expenses & California Wildfires (Zacks)
Apr-25-25 11:54AM	Hartford Financial Q1 Earnings Beat on Employee Benefits Strength (Zacks)
Apr-24-25 08:41AM	Zacks.com featured highlights include Heritage Insurance, Marex, Kingstone, ANI Pharmaceuticals and HCI (Zacks)
Apr-23-25 09:02AM	Zacks.com featured highlights include ANI Pharmaceuticals, Heritage Insurance, Avista and Exelon (Zacks)
06:05AM	5 Stocks With Recent Price Strength Amid Tariff-Led Volatility (Zacks)
Apr-22-25 04:15PM	Heritage Announces First Quarter 2025 Earnings Dates (PR Newswire)
08:22AM	4 Stocks Trading Near 52-Week High With Room to Rise Further (Zacks)
Apr-17-25 09:40AM	Is Heritage Insurance (HRTG) Stock Undervalued Right Now? (Zacks) +6.01%
09:26AM	Markel Group to Boost Marine Insurance Business With MECO (Zacks)
Apr-16-25 06:30AM	Zacks.com featured highlights include Alibaba, Fresenius Medical, Helix Energy Solutions and Heritage Insurance (Zacks)
05:00AM	Growth Without The Premium: 6 Value Stocks For April (Seeking Alpha)
Apr-15-25 09:45AM	4 Top-Ranked High Earnings Yield Value Stocks to Buy Right Away (Zacks)
09:17AM	Heritage Insurance (HRTG) Moves 7.4% Higher: Will This Strength Last? (Zacks)
Apr-03-25 09:01AM	RLI to Boost Transportation Insurance Business With TruckerCloud (Zacks)
Apr-02-25 03:00PM	Kingstone Stock Moves Above 50-Day SMA: What Should Investors Know? (Zacks)
Apr-01-25 12:00PM	Heritage Insurance (HRTG) is a Great Momentum Stock: Should You Buy? (Zacks)
09:40AM	Is Heritage Insurance (HRTG) a Great Value Stock Right Now? (Zacks)
08:56AM	4 Growth Stocks From P&C Insurance Space to Keep an Eye On (Zacks)
Mar-31-25 06:24AM	Heritage Insurance: Insider Buying, Strong Growth, And Low Valuation (Seeking Alpha)
Mar-13-25 03:04AM	Heritage Insurance Holdings Inc (HRTG) Q4 2024 Earnings Call Highlights: Strong Annual Growth ... (GuruFocus.com)
Mar-12-25 11:38PM	Q4 2024 Heritage Insurance Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-11-25 06:00PM	Heritage Insurance (HRTG) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks) +5.13%
05:35PM	Heritage Insurance (HRTG) Tops Q4 Earnings and Revenue Estimates (Zacks)
04:38PM	Heritage Insurance: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	Heritage Reports Fourth Quarter 2024 Results (PR Newswire)
Mar-06-25 09:15AM	Gear Up for Heritage Insurance (HRTG) Q4 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Feb-05-25 04:15PM	Heritage Announces Fourth Quarter and Full Year 2024 Earnings Dates (PR Newswire)

Heritage Insurance Holdings, Inc. engages in the provision of personal and residential premium, property, and casualty insurance policies. It offers personal residential insurance for single-family homeowners and condominium owners, rental property insurance, and commercial residential insurance. The company was founded in August 2012 and is headquartered in Tampa, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WHITING PAUL L	Director	Jun 09 '25	Buy	22.36	2,500	55,900	82,076	Jun 11 04:45 PM
Walvekar Vijay	Director	May 21 '25	Sale	23.27	34,100	793,514	203,682	Jun 02 04:12 PM
Walvekar Vijay	Director	May 21 '25	Sale	23.27	8,000	186,162	69,901	Jun 02 04:12 PM
Vijay Walvekar	Director	May 21 '25	Proposed Sale	23.75	75,500	1,793,125		May 21 04:10 PM
Apostolou Panagiotis	Director	May 09 '25	Sale	25.40	25,000	635,000	164,719	May 13 09:11 PM
Apostolou Panagiotis	Director	May 09 '25	Proposed Sale	25.36	25,000	634,120		May 13 09:09 PM
Garateix Ernie J	Chief Executive Officer	Mar 14 '25	Buy	12.77	5,000	63,850	1,270,808	Mar 17 05:16 PM
Lusk Kirk	Chief Financial Officer	Mar 14 '25	Buy	13.85	6,000	83,100	618,756	Mar 17 05:16 PM
WHITING PAUL L	Director	Mar 14 '25	Buy	13.35	10,000	133,500	79,576	Mar 17 05:16 PM
Pappas Nicholas George	Director	Nov 22 '24	Sale	12.64	4,000	50,550	76,314	Nov 26 04:04 PM
Garateix Ernie J	Chief Executive Officer	Nov 11 '24	Buy	12.53	3,950	49,494	1,076,534	Nov 12 04:17 PM
WIDDICOMBE RICHARD A	Chairman	Aug 16 '24	Buy	14.55	4,437	64,558	696,497	Aug 20 08:33 PM
WIDDICOMBE RICHARD A	Chairman	Aug 16 '24	Sale	15.01	4,437	66,599	692,060	Aug 20 08:33 PM
Garateix Ernie J	Chief Executive Officer	Aug 09 '24	Buy	8.59	5,000	42,950	1,072,584	Aug 12 04:59 PM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

Heritage Insurance Holdings Inc

Upgrade your FINVIZ experience