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HRTG

Heritage Insurance Holdings Inc

Nov 07 • 04:00PM ET

29.54

+1.69 6.07 %

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	6.12	EPS (ttm)	4.83	Insider Own	21.36%	Shs Outstand	30.91M	Perf Week	25.01%
Market Cap	916.26M	Forward P/E	6.87	EPS next Y	4.30	Insider Trans	-5.49%	Shs Float	24.39M	Perf Month	15.21%
Enterprise Value	-	PEG	0.20	EPS next Q	0.98	Inst Own	61.26%	Short Float	4.94%	Perf Quarter	41.07%
Income	149.21M	P/S	1.09	EPS this Y	152.40%	Inst Trans	6.47%	Short Ratio	2.53	Perf Half Y	13.53%
Sales	843.03M	P/B	2.09	EPS next Y	-15.24%	ROA	9.53%	Short Interest	1.20M	Perf YTD	144.13%
Book/sh	14.15	P/C	-	EPS next 5Y	30.33%	ROE	41.64%	52W High	29.10 1.51%	Perf Year	171.51%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- 15.43%	ROIC	27.69%	52W Low	9.89 198.69%	Perf 3Y	1637.65%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	8.99% 9.85%	Gross Margin	-	Volatility	5.98% 5.09%	Perf 5Y	202.05%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	93.02%	Oper. Margin	24.88%	ATR (14)	1.34	Perf 10Y	33.54%
Dividend Ex-Date	Jun 13, 2022	Quick Ratio	-	Sales Y/Y TTM	5.92%	Profit Margin	17.70%	RSI (14)	70.49	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	1.02	EPS Q/Q	514.63%	SMA20	20.40%	Beta	0.93	Target Price	35.50
Payout	0.00%	Debt/Eq	0.23	Sales Q/Q	0.29%	SMA50	19.98%	Rel Volume	1.74	Prev Close	27.85
Employees	540	LT Debt/Eq	0.23	Earnings	Nov 05 AMC	SMA200	46.66%	Avg Volume	475.60K	Price	29.54
IPO	May 23, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	102.06% 1.11%	Trades		Volume	828,005	Change	6.07%

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

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%
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	Loading…
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)
08:10AM	Bowhead Specialty Holdings Inc. (BOW) Q3 Earnings and Revenues Top Estimates (Zacks)
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)
Oct-22-25 04:15PM	Heritage Announces Third Quarter 2025 Earnings Dates (PR Newswire)
10:52AM	HRTG vs KINS: Which Regional P&C Insurance Stock Offers Better Return? (Zacks)
Oct-15-25 10:30AM	Heritage Insurance (HRTG) Moves 10.6% Higher: Will This Strength Last? (Zacks)
01:17PM	Loading…
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)
09:15AM	UNIVERSAL INSURANCE HOLDINGS INC (UVE) Hit a 52 Week High, Can the Run Continue? (Zacks)
Oct-02-25 11:10AM	Kingstone Sees Growth Potential Amid Concentration Risks (Zacks)
Oct-01-25 11:00AM	Hanover Insurance Eyes Specialty Growth Amid Catastrophe Risks (Zacks) -5.96%
Sep-29-25 10:50AM	MetLife Joins Forces With Global Citizen to Drive Social Impact (Zacks)
Sep-25-25 01:06PM	Here's Why Investors Should Hold CNO Financial Stock for Now (Zacks)
10:29AM	The Zacks Analyst Blog Highlights Heritage Insurance, ProAssurance and HCI (Zacks)
Sep-24-25 11:55AM	3 P&C Insurance Stocks That Have Rallied More Than 25% YTD (Zacks) -9.79%
11:30AM	MKTX Unveils Axess IQ Connect to Modernize Fixed-Income Trading (Zacks)
Sep-23-25 11:36AM	The Hartford Expands Cyber Insurance to Safeguard Small Businesses (Zacks)
11:15AM	Here's Why Lincoln National Can Be a Smart Addition to Your Portfolio (Zacks)
Sep-22-25 12:32PM	Is Heritage Insurance's Profitability Anchored to Its Combined Ratio? (Zacks)
09:25AM	Loading…
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%
11:55AM	Here's Why You Should Retain RenaissanceRe Stock for Now (Zacks)
11:22AM	Radian Group Expands Into Multi-Line Specialty Insurance With Inigo (Zacks)
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)
10:57AM	Progressive's August Earnings Increase Y/Y on Higher Premiums (Zacks)
Sep-17-25 01:22PM	Arch Capital is Trading at a Discount: Time to Load Up or Hold Off? (Zacks)
Sep-15-25 12:26PM	Here's Why You Should Add AIG Stock to Your Portfolio Now (Zacks)
Sep-12-25 09:32AM	FAF Boosts Shareholders' Value Via Dividend Hike, Shares Rise (Zacks)
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)
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)
12:40PM	Marsh & McLennan Broadens Footprint in Nashville With Robins Deal (Zacks)
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)
Aug-12-25 10:00AM	Best Momentum Stocks to Buy for August 12th (Zacks)
06:15AM	New Strong Buy Stocks for August 12th (Zacks)
05:39AM	Best Value Stocks to Buy for August 12th (Zacks)
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)
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	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)
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	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)

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
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
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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