HRTG

Heritage Insurance Holdings Inc

Oct 16 • 04:00PM ET

23.94

-3.02 -11.20 %

Financial • Insurance - Property & Casualty • USA • NYSE

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

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

Index	RUT	P/E	6.91	EPS (ttm)	3.46	Insider Own	21.71%	Shs Outstand	31.02M	Perf Week	-6.63%
Market Cap	742.56M	Forward P/E	5.84	EPS next Y	4.10	Insider Trans	-5.03%	Shs Float	24.28M	Perf Month	-3.74%
Enterprise Value	-	PEG	-	EPS next Q	0.81	Inst Own	59.88%	Short Float	6.74%	Perf Quarter	11.35%
Income	106.94M	P/S	0.88	EPS this Y	113.93%	Inst Trans	6.32%	Short Ratio	3.33	Perf Half Y	34.49%
Sales	842.42M	P/B	1.94	EPS next Y	-4.65%	ROA	6.89%	Short Interest	1.64M	Perf YTD	97.85%
Book/sh	12.36	P/C	-	EPS next 5Y	-	ROE	33.49%	52W High	29.10 -17.73%	Perf Year	128.65%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- 15.43%	ROIC	21.77%	52W Low	9.71 146.64%	Perf 3Y	1377.78%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	8.99% 9.85%	Gross Margin	-	Volatility	7.34% 6.06%	Perf 5Y	128.00%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	77.04%	Oper. Margin	17.96%	ATR (14)	1.48	Perf 10Y	14.93%
Dividend Ex-Date	Jun 13, 2022	Quick Ratio	-	Sales Y/Y TTM	9.35%	Profit Margin	12.69%	RSI (14)	46.09	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	0.96	EPS Q/Q	151.59%	SMA20	-5.85%	Beta	0.97	Target Price	31.50
Payout	0.00%	Debt/Eq	0.30	Sales Q/Q	2.19%	SMA50	0.21%	Rel Volume	1.30	Prev Close	26.96
Employees	540	LT Debt/Eq	0.28	Earnings	Aug 05 AMC	SMA200	25.17%	Avg Volume	491.22K	Price	23.94
IPO	May 23, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	53.47% -1.93%	Trades		Volume	634,301	Change	-11.20%

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

Oct-15-25 10:30AM	Heritage Insurance (HRTG) Moves 10.6% Higher: Will This Strength Last? (Zacks)
Oct-14-25 01:17PM	HRTG's Commercial Residential Fuels Growth: Will the Momentum Last? (Zacks) +10.57%
Oct-10-25 12:48PM	How Crucial Are Managing Losses and LAE to Heritage's Profitability? (Zacks)
Oct-07-25 12:30PM	Heritage Stock Moves Above 50-Day SMA: What Should Investors Know? (Zacks)
Oct-06-25 09:40AM	Are Investors Undervaluing Heritage Insurance (HRTG) Right Now? (Zacks)
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10:29AM	The Zacks Analyst Blog Highlights Heritage Insurance, ProAssurance and HCI (Zacks)
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Sep-22-25 12:32PM	Is Heritage Insurance's Profitability Anchored to Its Combined Ratio? (Zacks)
09:25AM	Heritage Insurance Holdings, Inc. (HRTG) Soars to 52-Week High, Time to Cash Out? (Zacks)
08:54AM	Heritage Insurance (HRTG) Surges 11.7%: Is This an Indication of Further Gains? (Zacks)
Sep-19-25 12:05PM	FAF Stock Trades at a Discount: Time to Accumulate or Stand By? (Zacks) +11.68%
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09:40AM	Is Heritage Insurance (HRTG) Stock Undervalued Right Now? (Zacks)
Sep-18-25 12:29PM	Synchrony Teams Up With Audibel to Expand Financing for Hearing Care (Zacks)
12:20PM	Heritage vs. Palomar: Which P&C Insurer Offers Better Returns? (Zacks)
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Sep-11-25 11:56AM	Does Technology Power Heritage's Competitive Edge in Insurance? (Zacks) +8.45%
Sep-09-25 08:36AM	Green Dot and Malibu Boats have been highlighted as Zacks Bull and Bear of the Day (Zacks)
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Sep-08-25 10:40AM	Investment Income: A Strategic Lever for Heritage Insurance? (Zacks)
Sep-05-25 11:57AM	Aon Joins Forces With Scuderia Ferrari HP in Multi-Year Partnership (Zacks)
Sep-03-25 01:01PM	Heritage Insurance Poised for Policy Growth Amid Repositioning? (Zacks)
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09:40AM	Should Value Investors Buy Heritage Insurance (HRTG) Stock? (Zacks)
Sep-01-25 12:37PM	Heritage Insurance Zooms Past S&P 500 YTD: Time to Buy the Stock? (Zacks)
Aug-25-25 08:06AM	Invest in Value With These 5 High Earnings Yield Stocks (Zacks)
Aug-18-25 09:40AM	Should Value Investors Buy Heritage Insurance (HRTG) Stock? (Zacks)
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Aug-05-25 08:00PM	Compared to Estimates, Heritage Insurance (HRTG) Q2 Earnings: A Look at Key Metrics (Zacks) -12.19%
06:25PM	Heritage Insurance (HRTG) Q2 Earnings Surpass Estimates (Zacks)
05:17PM	Heritage Insurance: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Heritage Reports Second Quarter 2025 Results (PR Newswire)
10:10AM	Earnings To Watch: Heritage Insurance Holdings Inc (HRTG) Reports Q2 2025 Result (GuruFocus.com)
Aug-04-25 10:43AM	What to Expect From These 4 Insurers This Earnings Season? (Zacks)
09:54AM	Earnings To Watch: Heritage Insurance Holdings Inc (HRTG) Reports Q2 2025 Result (GuruFocus.com)
08:05AM	Hagerty, Inc. (HGTY) Tops Q2 Earnings and Revenue Estimates (Zacks)
Aug-01-25 12:37PM	Heritage Due to Report Q2 Earnings: Here's What to Expect (Zacks)
Jul-30-25 05:35PM	Skyward Specialty Insurance (SKWD) Beats Q2 Earnings Estimates (Zacks)
Jul-24-25 04:18PM	Heritage Announces Second Quarter 2025 Earnings Dates (PR Newswire)
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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%
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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%
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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)
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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)
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Jun-18-25 12:33PM	Kingstone Companies Stock Down 3% YTD: Should You Buy the Dip? (Zacks)
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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)
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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)
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12:00PM	Heritage Insurance (HRTG) Is Up 4.48% in One Week: What You Should Know (Zacks)
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May-23-25 03:59PM	HRTG vs. UVE: Which Regional P&C Insurer is a Safer Bet Now? (Zacks)
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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
WIDDICOMBE RICHARD A	Chairman	Oct 14 '25	Sale	27.26	100,000	2,725,536	499,047	Oct 16 05:00 PM
Lusk Kirk	Chief Financial Officer	Oct 03 '25	Sale	24.16	6,803	164,360	578,756	Oct 07 05:03 PM
Lusk Kirk	Chief Financial Officer	Oct 01 '25	Sale	24.77	13,197	326,944	585,559	Oct 03 05:01 PM
KIRK LUSK	Officer	Oct 03 '25	Proposed Sale	23.37	6,803	158,986		Oct 03 04:36 PM
KIRK LUSK	Officer	Oct 01 '25	Proposed Sale	25.18	13,197	332,300		Oct 01 04:32 PM
Garateix Ernie J	Chief Executive Officer	Sep 22 '25	Sale	27.24	8,334	227,018	1,237,474	Sep 24 05:56 PM
ERNESTO GARATEIX	Director	Sep 22 '25	Proposed Sale	28.40	867	24,623		Sep 22 04:25 PM
ERNESTO GARATEIX & YVETTE GARA	Director	Sep 22 '25	Proposed Sale	28.40	7,467	212,063		Sep 22 04:24 PM
WIDDICOMBE RICHARD A	Chairman	Sep 16 '25	Sale	24.15	100,000	2,415,432	599,047	Sep 18 05:20 PM
Garateix Ernie J	Chief Executive Officer	Sep 15 '25	Sale	24.61	25,000	615,250	1,245,808	Sep 17 05:00 PM
Lusk Kirk	Chief Financial Officer	Sep 12 '25	Sale	24.17	20,000	483,400	598,756	Sep 16 04:53 PM
RICHARD A WIDDICOMBE	Director	Sep 16 '25	Proposed Sale	24.09	250,000	6,022,500		Sep 16 04:26 PM
ERNESTO J GARATEIX	Officer	Sep 15 '25	Proposed Sale	24.57	25,000	614,250		Sep 15 04:32 PM
KIRK LUSK	Officer	Sep 12 '25	Proposed Sale	23.88	20,000	477,600		Sep 12 04:29 PM
Binnun Sharon	Chief Accounting Officer	Sep 05 '25	Sale	24.47	21,000	513,870	176,006	Sep 09 05:25 PM
WHITING PAUL L	Director	Aug 08 '25	Buy	20.50	2,500	51,248	87,126	Aug 12 05:32 PM
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

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HRTG

Heritage Insurance Holdings Inc

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