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HRTG

Heritage Insurance Holdings Inc

Nov 12 • 01:24PM ET

29.91

+0.38 1.29 %

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

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Index	RUT	P/E	6.20	EPS (ttm)	4.82	Insider Own	21.36%	Shs Outstand	30.91M	Perf Week	20.80%
Market Cap	924.60M	Forward P/E	6.96	EPS next Y	4.30	Insider Trans	-5.51%	Shs Float	24.33M	Perf Month	7.48%
Enterprise Value	-	PEG	0.20	EPS next Q	0.98	Inst Own	61.17%	Short Float	5.22%	Perf Quarter	33.24%
Income	149.21M	P/S	1.10	EPS this Y	152.40%	Inst Trans	7.63%	Short Ratio	2.69	Perf Half Y	26.96%
Sales	843.03M	P/B	2.11	EPS next Y	-15.24%	ROA	9.45%	Short Interest	1.27M	Perf YTD	147.20%
Book/sh	14.15	P/C	-	EPS next 5Y	30.33%	ROE	41.64%	52W High	30.41 -1.64%	Perf Year	145.17%
Cash/sh	-	P/FCF	8.84	EPS past 3/5Y	- 15.43%	ROIC	28.65%	52W Low	9.89 202.44%	Perf 3Y	1609.22%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	8.99% 9.85%	Gross Margin	-	Volatility	6.97% 5.36%	Perf 5Y	218.54%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	93.02%	Oper. Margin	24.88%	ATR (14)	1.40	Perf 10Y	39.77%
Dividend Ex-Date	Jun 13, 2022	Quick Ratio	-	Sales Y/Y TTM	5.92%	Profit Margin	17.70%	RSI (14)	69.63	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	1.10	EPS Q/Q	512.86%	SMA20	19.86%	Beta	0.96	Target Price	35.50
Payout	0.00%	Debt/Eq	0.23	Sales Q/Q	0.29%	SMA50	19.73%	Rel Volume	0.85	Prev Close	29.53
Employees	540	LT Debt/Eq	0.19	Earnings	Nov 05 AMC	SMA200	46.53%	Avg Volume	472.95K	Price	29.91
IPO	May 23, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	93.38% 1.11%	Trades		Volume	248,796	Change	1.29%

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

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Nov-10-25 12:00PM	Here's Why Heritage Insurance (HRTG) is a Great Momentum Stock to Buy (Zacks)
09:15AM	Heritage Insurance Holdings, Inc. (HRTG) Hit a 52 Week High, Can the Run Continue? (Zacks)
Nov-07-25 09:40AM	Should Value Investors Buy Heritage Insurance (HRTG) Stock? (Zacks) +6.07%
Nov-06-25 04:14PM	Heritage Insurance Holdings Inc (HRTG) Q3 2025 Earnings Call Highlights: Record Net Income and ... (GuruFocus.com) +12.48%
06:30PM	Loading…
Nov-05-25 06:30PM	Here's What Key Metrics Tell Us About Heritage Insurance (HRTG) Q3 Earnings (Zacks)
06:10PM	Heritage Insurance (HRTG) Q3 Earnings and Revenues Top Estimates (Zacks)
05:09PM	Heritage Insurance: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Heritage Reports Third Quarter 2025 Results (PR Newswire)
Nov-04-25 08:16AM	Earnings To Watch: Heritage Insurance Holdings Inc (HRTG) Reports Q3 2025 Result (GuruFocus.com)
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Oct-29-25 02:06PM	What's Behind HRTG's Stronger and More Balanced Insurance Portfolio? (Zacks)
Oct-28-25 02:02PM	Heritage Insurance Honors Hillsborough County Firefighters on National First Responders Day (PR Newswire)
Oct-27-25 05:20PM	Cincinnati Financial (CINF) Q3 Earnings and Revenues Top Estimates (Zacks)
Oct-23-25 10:26AM	Managing Policy Acquisition Costs: A Key Driver of HRTG's Profits? (Zacks)
04:15PM	Loading…
Oct-22-25 04:15PM	Heritage Announces Third Quarter 2025 Earnings Dates (PR Newswire)
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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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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)
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Sep-11-25 11:56AM	Does Technology Power Heritage's Competitive Edge in Insurance? (Zacks) +8.45%
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Sep-08-25 10:40AM	Investment Income: A Strategic Lever for Heritage Insurance? (Zacks)
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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)
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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)
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Aug-01-25 12:37PM	Heritage Due to Report Q2 Earnings: Here's What to Expect (Zacks)
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Jul-24-25 04:18PM	Heritage Announces Second Quarter 2025 Earnings Dates (PR Newswire)
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Jun-20-25 12:10PM	Kingstone's Policy Growth Steady: Will it Fuel Premium Acceleration? (Zacks)
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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)
12:55PM	Synchrony Expands Credit Reach With New PayPal Credit Card (Zacks)

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
ERNESTO J GARATEIX	Officer	Nov 11 '25	Proposed Sale	29.00	5,000	145,010		Nov 12 09:53 AM
ERNESTO J GARATEIX AND YVETTE	Officer	Nov 12 '25	Proposed Sale	29.00	5,000	145,010		Nov 12 09:20 AM
Lusk Kirk	Chief Financial Officer	Nov 05 '25	Sale	24.18	19,929	481,811	558,756	Nov 06 05:13 PM
Lusk Kirk	Chief Financial Officer	Nov 04 '25	Sale	24.00	71	1,704	578,685	Nov 06 05:13 PM
KIRK LUSK	Officer	Nov 05 '25	Proposed Sale	23.91	19,929	476,502		Nov 05 04:20 PM
KIRK LUSK	Officer	Nov 04 '25	Proposed Sale	23.23	71	1,649		Nov 04 04:30 PM
Garateix Ernie J	Chief Executive Officer	Oct 20 '25	Sale	23.01	8,334	191,774	1,229,140	Oct 22 05:09 PM
ERNESTO GARATEIX	Director	Oct 20 '25	Proposed Sale	22.97	867	19,915		Oct 20 04:20 PM
ERNESTO GARATEIX & YVETTE GARA	Director	Oct 20 '25	Proposed Sale	22.97	7,467	171,517		Oct 20 04:20 PM
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

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HRTG

Heritage Insurance Holdings Inc

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