Heritage Insurance (HRTG) Stock Price & Analysis

HRTG price $36.46 +1.73 +4.98%

Ticker
HRTG
Price
$36.46
Change
+1.73 +4.98%
Market cap ?
$1.08B
Beta ?
0.92
Sector
Financial Services
Industry
Insurance - Property & Casualty

Fair value

HRTG fair value Not meaningful. Price $36.46.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

No estimate. Cash-flow models don't suit banks

Compare HRTG

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-03-15—1.33—215.68M
2026-10-281.720.91219.24M217.34M
2026-08-052.051.25214.19M212.71M
2026-05-071.191.53212.66M215.39M
2026-03-092.151.61215.32M212.60M
2025-11-051.630.53212.46M212.60M
2025-08-051.551.03208.03M214.11M
2025-05-060.990.46211.52M213.68M
2025-03-110.66-0.17211.02M214.88M
2024-11-07-0.28-0.08211.85M208.37M
2024-08-060.610.41203.57M196.80M
2024-05-010.470.59191.30M191.68M
2024-03-111.150.46189.20M189.48M
2023-11-02-0.28-0.29186.30M185.11M
2023-08-080.300.11185.31M168.53M
2023-05-040.550.11176.92M165.81M
2023-03-020.48-0.16174.59M168.32M
2022-11-08-1.83-1.24165.49M162.61M
2022-08-040.11-0.14163.77M158.99M
2022-05-05-1.15-0.65158.61M153.80M
2022-03-070.410.18166.71M165.32M
2021-11-04-0.59-0.38167.41M148.57M
2021-08-05-0.14-0.20150.20M149.25M
2021-05-05-0.19-0.16147.24M101.23M
2021-03-030.10-0.39159.55M—
2020-11-02-0.19-0.68165.12M521.43M
2020-08-030.150.02136.01M17.70M
2020-05-040.260.23132.71M109.87M
2020-02-270.420.39138.50M124.61M
2019-10-310.280.14131.70M104.77M
2019-08-010.020.01122.84M353.13M
2019-05-060.210.20118.26M108.16M
2019-03-010.150.15124.88M123.47M
2018-10-310.230.09125.30M47.52M
2018-08-020.090.64117.97M834.17M
2018-05-070.550.42112.03M83.24M
2018-03-071.230.37108.62M33.58M
2017-11-01-0.34-0.12101.77M155.10M
2017-08-080.230.2396.94M94.10M
2017-05-030.210.1999.29M86.86M

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency Quarterly.

Safety score 55/100 · Moderate. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 8 separate years. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
2022-06-13$0.062022-06-142022-07-05Quarterly
2022-03-16$0.062022-03-172022-04-06Quarterly
2021-12-14$0.062021-12-152022-01-06Quarterly
2021-09-14$0.062021-09-152021-10-06Quarterly
2021-06-14$0.062021-06-152021-07-06Quarterly
2021-03-12$0.062021-03-152021-04-06Quarterly
2020-12-14$0.062020-12-152021-01-05Quarterly
2020-09-14$0.062020-09-152020-10-02Quarterly
2020-06-12$0.062020-06-152020-07-06Quarterly
2020-03-13$0.062020-03-162020-04-03Quarterly
2019-12-13$0.062019-12-162020-01-03Quarterly
2019-09-13$0.062019-09-162019-10-03Quarterly
2019-06-13$0.062019-06-142019-07-03Quarterly
2019-03-14$0.062019-03-152019-04-03Quarterly
2018-12-13$0.062018-12-152019-01-04Quarterly
2018-09-13$0.062018-09-152018-10-03Quarterly
2018-06-14$0.062018-06-152018-07-06Quarterly
2018-03-14$0.062018-03-152018-04-03Quarterly
2017-11-16$0.062017-11-172017-12-15Quarterly
2017-09-14$0.062017-09-152017-10-02Quarterly
2017-06-13$0.062017-06-152017-07-05Quarterly
2017-03-13$0.062017-03-152017-04-04Quarterly
2016-12-13$0.062016-12-152017-01-04Quarterly
2016-09-13$0.062016-09-152016-10-03Quarterly
2016-06-13$0.062016-06-152016-07-01Quarterly
2016-03-11$0.052016-03-152016-04-05Quarterly
2015-12-29$0.052015-12-312016-01-13Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-19JOHNS TIMOTHY ESell3.50K$35.91125.69K
2026-09-18JOHNS TIMOTHY ESell3.50K$34.74121.58K
2026-09-14Garateix Ernie JSell2.50K$35.2588.14K
2026-09-09Binnun SharonSell6.57K$33.81222.00K
2026-09-03Garateix Ernie JSell2.50K$35.1087.75K
2026-09-01Binnun SharonSell9.20K$33.91311.99K
2026-08-24Garateix Ernie JSell10.00K$34.88348.75K
2026-08-19JOHNS TIMOTHY ESell3.50K$33.68117.86K
2026-08-18Garateix Ernie JSell5.00K$34.55172.72K
2026-08-17Garateix Ernie JSell5.00K$34.31171.55K
2026-08-17Lusk KirkSell10.00K$34.16341.59K
2026-08-10Moura TimothySell15.10K$32.49490.68K
2026-08-03Binnun SharonSell9.20K$30.03276.29K
2026-07-01Binnun SharonSell9.20K$26.58244.49K
2026-06-22Binnun SharonSell9.20K$24.36224.10K
2026-06-11WHITING PAUL LSell9.66K——
2026-06-10Vattamattam JosephBuy2.70K——
2026-06-10WHITING PAUL LBuy2.70K——
2026-06-10Barlas IriniBuy2.70K——
2026-06-10Apostolou PanagiotisBuy2.70K——
2026-06-10WIDDICOMBE RICHARD ABuy2.70K——
2026-05-19WHITING PAUL LBuy1.00K$24.4524.45K
2026-05-19WHITING PAUL LBuy15.00K$23.50352.50K
2026-05-01Binnun SharonSell9.20K$28.99266.75K
2026-04-20Garateix Ernie JSell8.03K$27.52221.13K
2026-04-20Garateix Ernie JSell300$28.408.52K
2026-04-02Moura TimothySell8.44K$25.13212.23K
2026-04-02Moura TimothySell16.32K$26.08425.74K
2026-04-01Moura TimothySell24.62K$25.78634.58K
2026-04-01Moura TimothySell1.10K$26.2128.88K
2026-04-01Binnun SharonSell8.70K$25.69223.49K
2026-04-01Binnun SharonSell500$26.1913.10K
2026-03-20Garateix Ernie JSell8.33K$25.39211.58K
2026-03-19Moura TimothySell28.22K$26.60750.80K
2026-03-19Moura TimothySell910$27.4324.96K
2026-03-17Binnun SharonSell7.89K$28.35223.75K
2026-03-12JOHNS TIMOTHY ESell10.59K$28.14297.95K
2026-03-12Lusk KirkSell72.55K$28.142.04M
2026-03-12Moura TimothySell47.55K$28.141.34M
2026-03-12Binnun SharonSell36.27K$28.141.02M
2026-03-12Garateix Ernie JSell149.63K$28.144.21M
2026-03-05Binnun SharonBuy12.15K——
2026-03-05Binnun SharonBuy3.04K——
2026-03-05Moura TimothyBuy16.26K——
2026-03-05Moura TimothyBuy4.34K——
2026-03-05Garateix Ernie JBuy81.12K——
2026-03-05Garateix Ernie JBuy25.96K——
2026-03-05Lusk KirkBuy27.49K——
2026-03-05Lusk KirkBuy15.27K——
2026-03-05JOHNS TIMOTHY EBuy1.83K——
2026-03-05JOHNS TIMOTHY EBuy764——
2026-02-20Garateix Ernie JSell8.13K$24.10196.03K
2026-02-20Garateix Ernie JSell200$24.854.97K
2026-01-20Garateix Ernie JSell8.23K$26.02214.25K
2026-01-20Garateix Ernie JSell100$26.672.67K
2025-12-22Garateix Ernie JSell8.33K$29.48245.67K
2025-12-15JOHNS TIMOTHY ESell2.11K$29.5762.45K
2025-12-15Moura TimothySell9.52K$29.57281.39K
2025-12-15Lusk KirkSell18.11K$29.57535.57K
2025-12-15Garateix Ernie JSell40.63K$29.571.20M
2025-12-15Binnun SharonSell4.63K$29.57137.06K
2025-12-12Garateix Ernie JSell1.71K$28.8549.30K
2025-12-11Garateix Ernie JSell6.29K$28.42178.81K
2025-12-09Garateix Ernie JSell7.00K$28.36198.54K
2025-12-02Lusk KirkSell8.33K$28.21235.01K
2025-11-20Garateix Ernie JSell4.36K$26.27114.54K
2025-11-20Garateix Ernie JSell2.81K$27.4477.24K
2025-11-20Garateix Ernie JSell1.16K$28.2332.72K
2025-11-18WIDDICOMBE RICHARD ASell50.00K$29.401.47M
2025-11-13Garateix Ernie JSell5.00K$30.77153.85K
2025-11-12Garateix Ernie JSell5.00K$30.39151.95K
2025-11-11Garateix Ernie JSell10.00K$29.10290.98K
2025-11-05Lusk KirkSell19.93K$24.18481.81K
2025-11-04Lusk KirkSell71$24.001.70K
2025-10-20Garateix Ernie JSell7.47K$23.01171.82K
2025-10-20Garateix Ernie JSell867$23.0219.96K
2025-10-14WIDDICOMBE RICHARD ASell9.00K$25.90233.07K
2025-10-14WIDDICOMBE RICHARD ASell32.29K$26.97870.75K
2025-10-14WIDDICOMBE RICHARD ASell58.72K$27.621.62M
2025-10-03Lusk KirkSell6.80K$24.16164.36K
2025-10-01Lusk KirkSell9.40K$24.61231.26K
2025-10-01Lusk KirkSell3.80K$25.1895.68K
2025-09-22Garateix Ernie JSell7.27K$27.08196.79K
2025-09-22Garateix Ernie JSell1.07K$28.3330.23K
2025-09-16WIDDICOMBE RICHARD ASell57.14K$23.881.36M
2025-09-16WIDDICOMBE RICHARD ASell42.86K$24.521.05M
2025-09-15Garateix Ernie JSell25.00K$24.61615.25K
2025-09-12Lusk KirkSell20.00K$24.17483.40K
2025-09-05Binnun SharonSell21.00K$24.47513.87K
2025-08-08WHITING PAUL LBuy2.50K$20.5051.25K
2025-06-10Barlas IriniBuy2.55K——
2025-06-10WHITING PAUL LBuy2.55K——
2025-06-10WIDDICOMBE RICHARD ABuy2.55K——
2025-06-10Apostolou PanagiotisBuy2.55K——
2025-06-10Berset Mark SBuy2.55K——
2025-06-10Vattamattam JosephBuy2.55K——
2025-06-09WHITING PAUL LBuy2.50K$22.3655.90K
2025-05-21Walvekar VijaySell34.10K$23.27793.51K
2025-05-21Walvekar VijaySell8.00K$23.27186.16K
2025-05-09Apostolou PanagiotisSell25.00K$25.40635.00K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 195, holders +1 vs prior quarter. Ownership 63.00%.

HolderSharesChangeChange %Value
BLACKROCK, INC.2.33M142.52K+6.51%60.84M
DIMENSIONAL FUND ADVISORS LP1.31M63.69K+5.11%34.18M
AMERICAN CENTURY COMPANIES INC1.07M77.98K+7.89%27.83M
VANGUARD CAPITAL MANAGEMENT LLC1.01M12.41K+1.24%26.44M
VANGUARD PORTFOLIO MANAGEMENT LLC949.09K102.40K+12.09%24.75M
GEODE CAPITAL MANAGEMENT, LLC749.88K10.99K+1.49%19.56M
STATE STREET CORP564.01K38.91K+7.41%14.71M
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.553.56K2.69K+0.49%14.44M
PACIFIC RIDGE CAPITAL PARTNERS, LLC500.46K94.60K+23.31%13.05M
JANE STREET GROUP, LLC477.89K412.99K+636.35%12.46M
MORGAN STANLEY384.17K99.09K+34.76%10.02M
AQR CAPITAL MANAGEMENT LLC365.88K16.63K+4.76%9.54M
TWO SIGMA INVESTMENTS, LP359.98K85.43K+31.12%9.39M
JACOBS LEVY EQUITY MANAGEMENT, INC337.78K-20.90K-5.83%8.81M
NUVEEN, LLC304.02K134.12K+78.94%7.93M
ASSENAGON ASSET MANAGEMENT S.A.263.32K-198.52K-42.98%6.87M
BRIDGEWAY CAPITAL MANAGEMENT, LLC259.97K00.00%6.78M
NORTHERN TRUST CORP251.22K9.80K+4.06%6.55M
MILLENNIUM MANAGEMENT LLC247.59K157.07K+173.52%6.46M
PRUDENTIAL FINANCIAL INC239.20K-252.89K-51.39%6.24M
BANK OF AMERICA CORP /DE/232.74K38.05K+19.54%6.07M
CITADEL ADVISORS LLC228.95K207.55K+969.87%5.97M
TREXQUANT INVESTMENT LP193.26K56.63K+41.45%5.04M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.192.19K192.19KNew5.01M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC192.19K-42.45K-18.09%5.01M

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Heritage Insurance (HRTG) Stock Price & Analysis

HRTG$36.46+1.73 +4.98%

$1.08B

Market Cap

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P/E

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Forward P/E

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Score

Price History