Heritage Insurance (HRTG) Stock Insights

HRTG price $34.67 -1.53 -4.24%

Ticker
HRTG
Price
$34.67
Change
-1.53 -4.24%
Market cap ?
$1.03B
Sector
Financial Services
Industry
Insurance - Property & Casualty

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…

Fair value

HRTG fair value Not meaningful. Price $34.67.

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 Insights

HRTG$34.67-1.53 -4.24%

$1.03B

Market Cap

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P/E

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Forward P/E

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Score

Price History