Advertisement
Screener

Heritage Insurance Holdings, Inc. (HRTG) Overview

Heritage Insurance Holdings, Inc. (HRTG) Overview

  • 1 Apr 2026: Period ending 30 Jun 2026; Estimate (m); Actual 2.05; Beat / miss (m).
  • 1 Jan 2026: Period ending 31 Mar 2026; Estimate (m); Actual 1.19; Beat / miss (m).
  • 1 Oct 2025: Period ending 31 Dec 2025; Estimate (m); Actual 2.15; Beat / miss (m).
  • 1 Jul 2025: Period ending 30 Sept 2025; Estimate (m); Actual 1.63; Beat / miss (m).

Stock Price Chart

View more →

Blue: Split-adjusted close · Orange: Cumulative dividend-reinvested close

$19.84$22.49$25.51$28.92$32.80$37.192025-11-062026-11-06$1.25$2.49$4.94$9.79$19.43$38.562021-11-082026-11-06$1.25$2.54$5.13$10.38$20.99$42.452016-11-072026-11-06$1.25$2.54$5.16$10.47$21.23$43.072014-05-232026-11-06$1.25$2.54$5.16$10.47$21.23$43.072014-05-232026-11-06

Logarithmic scale. Both lines share the same starting value for the selected range.

Last close
$33.18
Previous close
$33.49
Change
-$0.31
Change (%)
-0.93%
Close date
2026-11-06
Previous close date
2026-09-29
Open
(m)
Day high
(m)
Day low
(m)
Last session volume
(m)
Last session value
(m)
Currency
USD
Price basis
split-adjusted
Volume basis
(m)

Performance

View more →

Cumulative total returns · 2026-09-29

YTD

HRTG
+14.46%
S&P 500
(m)

1 year

HRTG
+37.48%
S&P 500
(m)

3 years

HRTG
+416.02%
S&P 500
(m)

5 years

HRTG
+412.89%
S&P 500
(m)

Earnings trends

View more →

Earnings per share

USD / share · As filed

30 Jun 2026 ○ Estimate (m) ● Actual 2.05

1.111.421.722.022.3330 Jun 2025: estimate (m); actual 1.5530 Jun 2025(m)30 Sept 2025: estimate (m); actual 1.6330 Sept 2025(m)31 Dec 2025: estimate (m); actual 2.1531 Dec 2025(m)31 Mar 2026: estimate (m); actual 1.1931 Mar 2026(m)30 Jun 2026: estimate (m); actual 2.0530 Jun 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Apr 202630 Jun 2026(m)2.05(m)(m)
1 Jan 202631 Mar 2026(m)1.19(m)(m)
1 Oct 202531 Dec 2025(m)2.15(m)(m)
1 Jul 202530 Sept 2025(m)1.63(m)(m)
1 Apr 202530 Jun 2025(m)1.55(m)(m)

31 Dec 2025 ○ Estimate (m) ● Actual 6.32

-5.94-2.830.283.396.5031 Dec 2021: estimate (m); actual -2.6931 Dec 2021(m)31 Dec 2022: estimate (m); actual -5.8631 Dec 2022(m)31 Dec 2023: estimate (m); actual 1.7331 Dec 2023(m)31 Dec 2024: estimate (m); actual 2.0131 Dec 2024(m)31 Dec 2025: estimate (m); actual 6.3231 Dec 2025(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Jan 202531 Dec 2025(m)6.32(m)(m)
1 Jan 202431 Dec 2024(m)2.01(m)(m)
1 Jan 202331 Dec 2023(m)1.73(m)(m)
1 Jan 202231 Dec 2022(m)-5.86(m)(m)
1 Jan 202131 Dec 2021(m)-2.69(m)(m)

Revenue vs. Earnings

USD

30 Jun 2026 ■ Revenue 214.19M ■ Earnings 61.71M — Profit margin 28.81%

-25.84M16.2%63.16M21.4%152.16M26.7%241.15M32.0%30 Sept 2025: revenue 212.46M; earnings 50.42M; profit margin 23.73%30 Sept 202531 Dec 2025: revenue 215.32M; earnings 66.67M; profit margin 30.97%31 Dec 202531 Mar 2026: revenue 212.66M; earnings 36.48M; profit margin 17.16%31 Mar 202630 Jun 2026: revenue 214.19M; earnings 61.71M; profit margin 28.81%30 Jun 2026

31 Dec 2025 ■ Revenue 847.33M ■ Earnings 195.59M — Profit margin 23.08%

-274.57M-24.3%139.47M-8.2%553.50M8.0%967.53M24.1%31 Dec 2022: revenue 662.46M; earnings -154.36M; profit margin -23.30%31 Dec 202231 Dec 2023: revenue 735.50M; earnings 45.31M; profit margin 6.16%31 Dec 202331 Dec 2024: revenue 816.99M; earnings 61.54M; profit margin 7.53%31 Dec 202431 Dec 2025: revenue 847.33M; earnings 195.59M; profit margin 23.08%31 Dec 2025

Analyst insights

View more →
RatingsBuyHoldSellOther ratingsLast CloseAverage TargetUpsideHigh TargetLow Target
(m)(m)(m)(m)(m)$33.18(m)(m)(m)(m)
Past 12 Months12 Month ForecastLast Close$33.18High(m)Average(m)Low(m)2025-11-062026-11-06

Recent news

View more →

(m)

YouTube videos mentioning HRTG

View more →

(m)

Statistics

View more →

Retained observations as of 2026-11-11; financial period ending 30 Jun 2026.

Forward P/E
(m)
PEG ratio · 5-year expected
(m)
Shares held by insiders
(m)
Insider transactions · change (%)
(m)
Shares held by institutions
(m)
Institutional transactions · change (%)
(m)
Diluted EPS · 12 month
(m)
EPS estimate · next quarter
(m)
EPS estimate · next year
(m)
EPS growth · current annual estimate
(m)
EPS growth · next annual estimate
(m)
EPS growth · next 5 years expected
(m)
EPS growth · past 3 years annualized
(m)
EPS growth · past 5 years annualized
(m)
EPS change · 12 months vs prior year
(m)
EPS change · latest quarter vs previous quarter
(m)
Latest earnings report date
(m)
EPS surprise · latest reported quarter
(m)
Net income · 12 month
$215.29M
Profit margin
25.19%
Return on assets · 12 month
8.63%
Named executive and board stock awards · latest fiscal year
(m)
Index membership
(m)
Employees
542.00
IPO date
(m)
Options available
(m)
Shortable
(m)
Analyst recommendation
(m)
Analyst target price
(m)
Price volatility · week
(m)
Price volatility · month
(m)
Average true range · 14 sessions
(m)
Relative strength index · 14 sessions
(m)
Relative volume
(m)
Average daily volume
284.66K
Latest session volume
(m)
Last session value
(m)
30 days ago session value
(m)
1 year ago session value
(m)
Number of trades
(m)
Total return · week
-0.03%*
Total return · month
-1.09%*
Total return · quarter
27.34%*
Total return · half year
29.76%*
Total return · year to date
14.46%*
Total return · 1 year
37.48%*
Total return · 3 years
416.02%*
Total return · 5 years
412.89%*
Market cap
(m)
Book value per share · latest quarter
(m)
Price / cash · latest quarter
(m)
Enterprise value
(m)
Enterprise value / revenue
(m)
Enterprise value / EBITDA
(m)
Dividend · 12 months per share
(m)
Dividend ex-date
(m)
Next dividend ex-date
(m)
Next dividend amount per share
(m)
Dividend growth · 3 years annualized
(m)
Dividend growth · 5 years annualized
(m)
Revenue · 12 month
$854.63M
Revenue growth · past 3 years annualized
(m)
Revenue growth · past 5 years annualized
(m)
Revenue change · 12 months vs prior year
(m)
Revenue change · latest quarter vs previous quarter
(m)
Revenue surprise · latest reported quarter
(m)
Levered free cash flow · 12 month
(m)
Debt / equity · latest quarter
(m)
Long-term debt / equity · latest quarter
(m)
Return on equity · 12 month
(m)
Return on invested capital · 12 months
(m)
Previous close
(m)
Latest closing price
(m)
Latest session change (%)
(m)
52-week high
(m)
52-week low
(m)
Price vs 20-session moving average
(m)
Price vs 50-session moving average
(m)
Price vs 200-session moving average
(m)
Float shares
(m)
Short float (%)
(m)
Short ratio (days to cover)
(m)
Short interest (shares)
(m)

Five-year projected P/E and P/S repeat the preceding five-year EPS and revenue CAGR, holding current price and market cap constant. Hover a calculated row for its formula. Net assets = assets − debt − payables − deferred revenue − obligations due within 1 year − obligations due after 1 year.

Holders breakdown

View more →
BreakdownOwnership
(m)Shares held by all insiders
(m)Shares held by institutions
(m)Float held by institutions
(m)Institutions holding shares

Other holders

(m)

View more →

Insider holders

(m)

View more →

Top institutional holders

(m)

View more →

Top mutual fund holders

(m)

View more →

Heritage Insurance Holdings, Inc. Overview

View more →

(m)

(m)

SEC CIK
1598665
Industry (SIC)
6331 Fire, Marine & Casualty Insurance
Country of operation
United States
Business address
1401 N WESTSHORE BLVD, TAMPA, Florida, 33607, United States
Fiscal year end
(m)
Phone
7273627202

Similar stocks

Stock NameCountryMarket CapPE Ratio
Bowhead Specialty Holdings Inc. (BOW)United States$1.116B15.84
Employers Holdings, Inc. (EIG)United States$0.855B119.21
Hippo Holdings Inc. (HIPO)United States$0.797B6.12
UNIVERSAL INSURANCE HOLDINGS, INC. (UVE)United States$1.183B5.22
Ategrity Specialty Insurance Co Holdings (ASIC)United States$1.275B10.78
TIPTREE INC. (TIPT)United States$0.639B14.59
UNITED FIRE GROUP INC (UFCS)United States$1.373B9.56
American Integrity Insurance Group, Inc. (AII)United States$0.496B4.19
KEMPER Corp (KMPR)United States$1.486B-3.15
GREENLIGHT CAPITAL RE, LTD. (GLRE)$0.487B10.42