HRTG — Heritage Insurance Holdings, Inc. stock price, charts and financials

QT88Heritage Insurance Holdings, Inc.

Heritage Insurance Holdings, Inc. (NYSE: HRTG) is a Financial Services company in the Insurance - Property & Casualty industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.

Latest market price
34.42
-1.00-2.82%
HRTGQT88Heritage Insurance Holdings, Inc.·NYSE
34.42-2.82%
News
Down 2.8% — Heritage Insurance Holdings (HRTG) Following Its Sidoti Event, Is The Growth Narrative Still Reasonably Valued? (Yahoo).
Medium confidence
TA
Loading chart...
Signal & projected range
Insider open-market saleHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
Unlock the projected rangeSee where this setup landed historically — with Premium.
Unlock with Premium

Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

Screen all →
Snapshot
Index-P/E4.90EPS (ttm)7.02Insider Own30.22%Shs Outstand30.27MPerf Week-0.46%
Market Cap1.04BForward P/E6.64EPS next Y5.18Insider Trans-1.73%Shs Float22.67MPerf Month3.27%
Enterprise Value418.01MPEG-EPS next Q0.77Inst Own-Short Float3.53%Perf Quarter47.92%
Income215.00MP/S1.33EPS this Y-24.03%Inst Trans-Short Ratio2.16Perf Half Y29.30%
Sales781.00MP/B1.83EPS next Y-2.81%ROA8.80%Short Interest800.22KPerf YTD17.63%
Book/sh18.76P/C1.46EPS next 5Y-2.81%ROE42.41%52W High36.50 -5.70%Perf Year38.40%
Cash/sh23.62P/FCF3.46EPS past 3/5Y- 80.48%ROIC9.12%52W Low20.48 68.07%Perf 3Y592.56%
Dividend Est.-EV/EBITDA1.36Sales past 3/5Y8.56% 7.39%Gross Margin58.93%Volatility2.54% 2.93%Perf 5Y427.11%
Dividend TTM-EV/Sales0.54EPS Y/Y TTM249.25%Oper. Margin36.77%ATR (14)1.11Perf 10Y134.31%
Dividend Ex-DateJun 13, 2022Quick Ratio255.74Sales Y/Y TTM-4.41%Profit Margin27.54%RSI (14)55.35Recom2.44
Dividend Gr. 3/5Y-20.63% -12.94%Current Ratio255.74EPS Q/Q32.26%SMA200.07%Beta0.92Target Price36.50
Payout0.00%Debt/Eq0.20Sales Q/Q2.88%SMA508.09%Rel Volume2.09Prev Close35.42
Employees542LT Debt/Eq0.05EarningsNov 04SMA20024.78%Avg Volume337.87KPrice34.42
IPO DateMay 23, 2014Option/ShortYes / YesEPS/Sales Surpr.64.44% 0.70%Net Debt/EBITDA-1.61Volume707,187Change-2.82%
Analyst Ratings
DateActionAnalystRatingTarget
Jul-15-26ReiteratedPiper SandlerOverweight$13$31
May-11-26ReiteratedTruist SecuritiesBuy$39$36
Sep-19-25ReiteratedTruist SecuritiesBuy$12$35
Aug-09-24UpgradePiper SandlerNeutralOverweight$13
Mar-13-24DowngradeJMP SecuritiesMarket OutperformMarket Perform
Feb-13-23DowngradePiper SandlerOverweightNeutral
Apr-06-20UpgradePiper SandlerNeutralOverweight
Nov-05-19DowngradeKeefe, Bruyette & WoodsOutperformMarket Perform
Jul-16-19DowngradePiper SandlerBuyHold
Jul-16-19DowngradeSandler O'NeillBuyHold
Latest News· Times ET
Sep-18-26
Sep-17-26
Sep-09-26
Sep-08-26
Sep-03-26
Aug-31-26
Aug-30-26
Aug-26-26
Aug-26-2603:21AM
Aug-24-26
Aug-16-26
Company

Heritage Insurance Holdings, Inc. (HRTG) operates through its subsidiaries, specializing in providing comprehensive insurance products for both personal and commercial residential properties. For individual policyholders, the company offers personal residential property coverage, which includes policies for single-family homeowners, condominium owners, and rental properties. This extensive personal coverage is available across seventeen U.S. states: Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia. Additionally, Heritage provides specific personal residential and wind-only property insurance options. In the commercial sector, Heritage delivers residential insurance solutions tailored for properties located in Florida, New Jersey, and New York. The company also holds a licensing credential in the state of Pennsylvania. Beyond its core insurance offerings, Heritage Insurance Holdings, Inc. also delivers various supplementary services, such as restoration, emergency and recovery operations, property management, and reinsurance services. The distribution of its personal line policies is facilitated through diverse channels, including a network of retail independent agents, wholesale agents, and a dedicated partnership with a direct agency. Furthermore, its market reach indirectly extends to approximately 1,500 retail locations via eight distinct wholesale agency relationships. Both personal and commercial insurance policies are also offered through a network comprising around 70 independent agencies. Established in 2012, Heritage Insurance Holdings, Inc. is headquartered in Tampa, Florida.

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 Revenue781847817
Cost of Goods Sold Incl. D&A321313638
Gross Profit461534179
Selling, General and Administrative Excl. Other959385
Research and Development
000
Other Operating Expense7818211
Operating Income28725983
Interest Expense8811
Unusual Expense
Non-Operating Income (Expense)8811
Net Income Before Taxes28725983
Income Taxes726421
Consolidated Net Income21519662
Net Income From Continuing Operations21519662
Net Income21519662
EPS (Recurring)7.046.332.01
EPS (Basic, Before Extraordinaries)7.046.332.01
EPS (Diluted)7.026.322.01
EBITDA307280103
Other After Tax Adjustments
Stock Option Compensation Expense
Price To Earnings Ratio4.904.636.02
Price To Sales Ratio1.321.070.46
Gross Margin59.0363.0521.91
Operating Margin36.7530.5810.16
Net Margin27.5323.147.59
Shares Outstanding303131
Market Capitalization1,033907375
Operating Lease Expense
Unlock full historical data
See years of past statements with Premium.
Unlock with Premium
Insider Trading Volume
$37.88$32.55$27.22$21.89$16.56 Close Price0.00M1.06M2.13M3.19M4.25MUSD Trades VolumeSepOctNovDec2026FebMarAprMayJunJulAugSep
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Garateix Ernie JChief Executive OfficerSep 14 '26Sale35.252,50088,1351,035,955Sep 16
Binnun SharonChief Accounting OfficerSep 09 '26Sale33.816,565221,99580,623Sep 11
Garateix Ernie JChief Executive OfficerSep 03 '26Sale35.102,50087,7501,038,455Sep 08
Binnun SharonChief Accounting OfficerSep 01 '26Sale33.919,200311,99487,188Sep 03
Garateix Ernie JChief Executive OfficerAug 24 '26Sale34.8810,000348,7501,040,955Aug 26
JOHNS TIMOTHY ESee RemarksAug 19 '26Sale33.683,500117,86425,438Aug 21
Garateix Ernie JChief Executive OfficerAug 18 '26Sale34.555,000172,7251,050,955Aug 19
Garateix Ernie JChief Executive OfficerAug 17 '26Sale34.315,000171,5501,055,955Aug 19
Lusk KirkChief Financial OfficerAug 17 '26Sale34.1610,000341,587492,522Aug 19
Moura TimothySee RemarksAug 10 '26Sale32.4915,104490,681144,941Aug 12
Binnun SharonChief Accounting OfficerAug 03 '26Sale30.039,200276,28596,388Aug 05
Binnun SharonChief Accounting OfficerJul 01 '26Sale26.589,200244,493105,588Jul 02
Binnun SharonChief Accounting OfficerJun 22 '26Sale24.369,200224,103114,788Jun 24
WHITING PAUL LDirectorMay 19 '26Buy23.5616,000376,950103,126May 20
Binnun SharonChief Accounting OfficerMay 01 '26Sale28.999,200266,753123,988May 05
QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.