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Screen

HRTG

QT71Heritage Insurance Holdings, Inc.
NYSE·Financial Services·Insurance - Property & Casualty·USA
Latest market price
23.27
+0.10+0.43%
OverviewShort InterestFilings
HRTGQT71Heritage Insurance Holdings, Inc.·NYSE
OverviewShort InterestFilings
23.27+0.43%
TA
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CB-1.39%$323.40PGR+0.22%$204.87TRV+0.57%$307.81ALL-0.22%$221.17HIG-1.07%$128.25CINF-0.74%$170.20WRB-1.34%$67.18MKL-1.14%$1847.16
Snapshot
Index-P/E3.53EPS (ttm)6.52
Insider Own30.33%
Shs Outstand30.35M
Perf Week4.26%
Market Cap703.21MForward P/E4.95EPS next Y4.70Insider Trans-0.43%Shs Float-Perf Month0.52%
Enterprise Value285.19MPEG0.02EPS next Q1.18Inst Own-Short Float-Perf Quarter-12.58%
Income199.43MP/S0.91EPS this Y-34.05%Inst Trans-Short Ratio-Perf Half Y-19.95%
Sales775.59MP/B1.37EPS next Y9.30%ROA9.98%Short Interest-Perf YTD-20.47%
Book/sh17.13P/C3.45EPS next 5Y9.30%ROE43.68%52W High31.98 -27.24%Perf Year3.47%
Cash/sh20.59P/FCF3.50EPS past 3/5Y-ROIC32.54%52W Low16.83 38.27%Perf 3Y-
Dividend Est.-EV/EBITDA0.99Sales past 3/5Y8.56% 7.39%Gross Margin51.16%Volatility1.73% 2.47%Perf 5Y-
Dividend TTM-EV/Sales0.37EPS Y/Y TTM224.38%Oper. Margin34.59%ATR (14)0.87Perf 10Y-
Dividend Ex-DateJun 13, 2022Quick Ratio0.81Sales Y/Y TTM-5.14%Profit Margin25.99%RSI (14)52.26Recom2.44
Dividend Gr. 3/5Y-20.63% -12.94%Current Ratio0.81EPS Q/Q20.20%SMA204.93%Beta0.04Target Price36.00
Payout0.00%Debt/Eq0.19Sales Q/Q0.47%SMA50-6.01%Rel Volume1.46Prev Close23.17
Employees540LT Debt/Eq0.05EarningsAug 04SMA200-10.58%Avg Volume442.16KPrice23.27
IPO DateMay 23, 2014Option/ShortYes / YesEPS/Sales Surpr.-22.22% -0.93%Net Debt/EBITDA-1.45Volume645,170Change0.43%
Analyst Ratings
DateActionAnalystRatingTarget
May-11-26ReiteratedTruist Financial$39 → $36
Mar-09-26ReiteratedTruist Financial$35 → $39
Sep-19-25ReiteratedTruist Financial$30 → $35
Aug-09-24UpgradePiper SandlerNeutral → Overweight$13
Aug-07-24ReiteratedTruist Financial$12
Mar-13-24DowngradeJMP SecuritiesMarket Outperform → Market Perform
Feb-13-23DowngradePiper SandlerOverweight → Neutral
Apr-06-20UpgradePiper SandlerNeutral → Overweight
Nov-05-19DowngradeKeefe, Bruyette & WoodsOutperform → Market Perform
Jul-16-19DowngradePiper SandlerBuy → Hold
Latest News
Company
Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
—
FY 2025
12/31/2025
FY 2024
12/31/2024
FY 2023
12/31/2023
FY 2022
12/31/2022
FY 2021
12/31/2021
FY 2020
12/31/2020
FY 2019
12/31/2019
FY 2018
12/31/2018
Total Revenue775847817
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Cost of Goods Sold Incl. D&A379313638
Gross Profit397534179
Selling, General and Administrative Excl. Other509385
Research and Development
000
Other Operating Expense7818211
Operating Income26825983
Interest Expense8811
Unusual Expense
———
Non-Operating Income (Expense)-8-8-11
Net Income Before Taxes26825983
Income Taxes676421
Consolidated Net Income20119662
Net Income From Continuing Operations20119662
Net Income20119662
EPS (Recurring)6.536.332.01
EPS (Basic, Before Extraordinaries)6.536.332.01
EPS (Diluted)6.526.322.01
EBITDA288280103
Other After Tax Adjustments
———
Stock Option Compensation Expense
———
Price To Earnings Ratio3.574.63—
Price To Sales Ratio0.931.07—
Gross Margin51.2363.0521.91
Operating Margin34.5830.5810.16
Net Margin25.9423.147.59
Shares Outstanding313131
Market Capitalization721907—
Operating Lease Expense
———
Insider Trading Volume
$25.08$22.26$19.45$16.64$13.82● Close Price0.00M1.06M2.13M3.19M4.25MUSD Trades VolumeJunJulAugSepOctNovDec2026FebMarAprMayJun
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
WHITING PAUL LDirectorMay 19 '26Buy23.5616,000376,950103,126May 20 12:00 AM
Binnun SharonChief Accounting OfficerMay 01 '26Sale28.999,200266,753123,988May 05 12:00 AM
Garateix Ernie JChief Executive OfficerApr 20 '26Sale27.568,334229,6531,060,955Apr 21 12:00 AM
Moura TimothySee RemarksApr 02 '26Sale25.7624,769637,968160,045Apr 03 12:00 AM
Moura TimothySee RemarksApr 01 '26Sale25.7925,721663,468184,814Apr 03 12:00 AM
Binnun SharonChief Accounting OfficerApr 01 '26Sale25.729,200236,588133,188Apr 03 12:00 AM
Garateix Ernie JChief Executive OfficerMar 20 '26Sale25.398,334211,5791,069,289Mar 23 12:00 AM
Moura TimothySee RemarksMar 19 '26Sale26.6329,133775,760210,535Mar 23 12:00 AM
Binnun SharonChief Accounting OfficerMar 17 '26Sale28.357,893223,751142,388Mar 19 12:00 AM
Garateix Ernie JChief Executive OfficerFeb 20 '26Sale24.128,334200,9991,120,170Feb 24 12:00 AM
Garateix Ernie JChief Executive OfficerJan 20 '26Sale26.038,334216,9161,128,504Jan 22 12:00 AM
Garateix Ernie JChief Executive OfficerDec 22 '25Sale29.488,334245,6691,136,838Dec 29 12:00 AM
Garateix Ernie JChief Executive OfficerDec 12 '25Sale28.851,70949,2981,185,806Dec 15 12:00 AM
Garateix Ernie JChief Executive OfficerDec 11 '25Sale28.426,291178,8141,187,515Dec 15 12:00 AM
Garateix Ernie JChief Executive OfficerDec 09 '25Sale28.367,000198,5381,193,806Dec 11 12:00 AM
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