HRTG

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Dollar change +0.39
Percentage change 1.72	%

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Index	RUT	P/E	9.11	EPS (ttm)	2.53	Insider Own	27.33%	Shs Outstand	30.99M	Perf Week	0.22%
Market Cap	714.39M	Forward P/E	6.52	EPS next Y	3.53	Insider Trans	-0.51%	Shs Float	22.52M	Perf Month	-6.34%
Enterprise Value	-	PEG	-	EPS next Q	1.01	Inst Own	54.68%	Short Float	8.23%	Perf Quarter	48.42%
Income	77.79M	P/S	0.85	EPS this Y	58.21%	Inst Trans	0.03%	Short Ratio	3.63	Perf Half Y	93.70%
Sales	837.96M	P/B	2.17	EPS next Y	11.11%	ROA	5.42%	Short Interest	1.85M	Perf YTD	90.50%
Book/sh	10.62	P/C	-	EPS next 5Y	-	ROE	27.59%	52W High	26.64 -13.48%	Perf Year	239.97%
Cash/sh	-	P/FCF	9.72	EPS past 3/5Y	- 15.43%	ROIC	17.81%	52W Low	6.14 275.41%	Perf 3Y	726.16%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	8.99% 9.85%	Gross Margin	-	Volatility	5.72% 5.10%	Perf 5Y	86.79%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	53.85%	Oper. Margin	13.62%	ATR (14)	1.25	Perf 10Y	2.44%
Dividend Ex-Date	Jun 13, 2022	Quick Ratio	-	Sales Y/Y TTM	11.41%	Profit Margin	9.28%	RSI (14)	49.65	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	1.47	EPS Q/Q	111.98%	SMA20	-1.05%	Beta	1.08	Target Price	29.00
Payout	0.00%	Debt/Eq	0.36	Sales Q/Q	10.57%	SMA50	0.52%	Rel Volume	0.38	Prev Close	22.66
Employees	540	LT Debt/Eq	0.33	Earnings	May 06 AMC	SMA200	52.53%	Avg Volume	510.73K	Price	23.05
IPO	May 23, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	121.63% -1.01%	Trades		Volume	192,798	Change	1.72%

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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Dec-09-24 04:10PM	Heritage Insurance Holdings Announces Share Repurchase Program (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

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Heritage Insurance Holdings Inc

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