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Heritage Insurance Hldgs Inc (HRTG)

US · Financial Services · Insurance - Property & Casualty

$33.22-1.40%
Last close · 2026-11-06

Latest quarter · ended 2026-09-30

Revenue
$219.2M
Revenue YoY
+3.2%
Net profit
$51.1M
Profit YoY
+1.4%
EPS
$1.72
EPS estimate
$1.04
Net margin
23.3%

EPS came in at 1.72 against a street estimate of 1.04 — a beat of 65.4%.

Key statistics

Market cap
$1.06B
P/E
5.0
Forward P/E
0.0
P/B
1.78
Book value
$20.83
EPS (TTM)
$7.09
52-week high
$37.87
52-week low
$20.48
50-day MA
$34.84
200-day MA
$28.67
Beta
0.98

Analyst view

Analysts rate Heritage Insurance Hldgs Inc a buy (2 buy, 2 hold, 0 sell out of 4) with an average price target of $40.00.

From the latest earnings call · 2026-10-29

CONFIDENT Heritage delivered higher earnings despite catastrophe losses, supported by lower reinsurance costs, favorable reserve development and disciplined underwriting. Growth is shifting away from pressured Florida commercial pricing toward personal lines and non-Florida markets, while Texas remains a gradual opportunity. Q3 FY26 Non-Florida markets, especially New York, New Jersey, Connecticut and Hawaii, are supporting diversification; New Jersey commercial premium in force grew about 12% this year. Analysts focused on weather losses, Florida pricing, reinsurance renewals, geographic growth and Texas’s trajectory. Management emphasized disciplined underwriting, gradual diversification and continued potential reinsurance savings. 2026-10-29…

Full summary in the app.

Shareholding

Insiders
19.81%
Institutions
67.76%

Largest institutional holders

FundStake
BlackRock Inc7.85%
Dimensional Fund Advisors, Inc.4.41%
American Century Companies Inc3.59%
Vanguard Capital Management, LLC3.41%
Vanguard Portfolio Management, LLC3.19%
Geode Capital Management, LLC2.52%
State Street Corp1.90%
Connor Clark & Lunn Inv Mgmt Ltd1.86%

Recent filings & reports

DocumentDate
Results announced · Q4 2026
HEADLINE NUMBERS • Third-quarter 2026 net income was $51.1 million, versus $50.4 million in the prior-year quarter. • Diluted earnings per share inc
2026-10-28
Quarterly report · Q2 2026
HERITAGE INSURANCE HOLDINGS, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income for six months ended June 30, 2026: $98.2 million vs. $78.5 m
2026-08-07
Results announced · Q3 2026
HERITAGE INSURANCE HOLDINGS, INC. – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net income Q2 2026: $61.7 million, up 28.5% from $48.0 million in Q2
2026-08-05
Shareholder vote results · Q2 2026
HERITAGE INSURANCE HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 10, 2026 • Company trades on NYSE under tick
2026-06-11
Company announcement · Q2 2026
HERITAGE INSURANCE HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company: Heritage Insurance Holdings, Inc. (ticker: HRTG, NYSE) • Report date: May
2026-05-29
Quarterly report · Q1 2026
HERITAGE INSURANCE HOLDINGS, INC. - 10-Q SUMMARY Q1 2026 (Quarter Ended March 31, 2026) --- HEADLINE NUMBERS • Total Assets: $2.02 billion (down fr
2026-05-08
Results announced · Q2 2026
HERITAGE INSURANCE HOLDINGS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $36.5 million, up 19.7% from $30.5 million in Q1 2025 • Earnings
2026-05-07
Proxy statement · Q2 2026
HERITAGE INSURANCE HOLDINGS, INC. – PROXY SUMMARY FOR RETAIL INVESTORS CEO COMPENSATION & CHANGE • CEO Ernie Garateix's total compensation figures a
2026-04-30

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Data updated 2026-11-07.