HRTG
Heritage Insurance Holdings, Inc. NYSE Listed May 23, 2014$28.03
Mkt Cap $861.1M
52w Low $16.82
73.9% of range
52w High $31.98
50d MA $27.42
200d MA $25.88
P/E (TTM)
4.5x
EV/EBITDA
1.6x
P/B
1.8x
Debt/Equity
0.2x
ROE
13.2%
P/FCF
5.2x
RSI (14)
—
ATR (14)
—
Beta
0.95
50d MA
$27.42
200d MA
$25.88
Avg Volume
310.0K
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; commercial residential insurance for properties in Florida, New Jersey, and New York; and licensed in the state of Pennsylvania, as well as personal residential and wind-only property insurance. It also provides restoration, and emergency and recovery services; and property management, and reinsurance services. The company writes personal line policies through a network of retail independent agents, wholesale agents, and a partnership with a direct agency, as well as indirectly to approximately 1,500 retail locations through eight wholesale agency relationships; and personal and commercial insurance policies through a network of approximately 70 independent agencies. Heritage Insurance Holdings, Inc. was founded in 2012 and is headquartered in Tampa, Florida.
1401 North Westshore Boulevard · Tampa, FL 33607 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | AMC | 1.53 | 1.19 | -22.2% | 28.03 | -12.8% | -20.0% | — | — | — | — | — |
| Mar 9, 2026 | AMC | 1.61 | 2.15 | +33.5% | 27.09 | +2.4% | -2.0% | -1.1% | +3.9% | +4.2% | +5.0% | — |
| Nov 5, 2025 | AMC | 0.53 | 1.63 | +207.5% | 24.76 | +8.3% | +12.5% | +19.3% | +16.8% | +19.3% | +20.4% | — |
| Aug 5, 2025 | AMC | 1.03 | 1.55 | +50.5% | 21.66 | +1.3% | -12.2% | -4.6% | -1.0% | -3.3% | +0.2% | — |
| May 6, 2025 | AMC | 0.46 | 0.99 | +115.2% | 19.83 | +5.7% | +22.5% | +29.4% | +31.2% | +27.0% | +31.0% | — |
| Mar 11, 2025 | AMC | -0.17 | 0.66 | +488.2% | 11.88 | +3.1% | +1.0% | +5.5% | +15.5% | +7.7% | +16.8% | — |
| Nov 7, 2024 | AMC | -0.08 | -0.28 | -250.0% | 11.60 | +1.3% | +5.2% | +6.4% | +2.0% | +2.6% | -0.1% | — |
| Aug 6, 2024 | AMC | 0.41 | 0.61 | +48.8% | 7.25 | +6.9% | +2.1% | +12.6% | +42.5% | +48.4% | +66.1% | — |
| May 1, 2024 | AMC | 0.59 | 0.47 | -20.3% | 10.29 | -16.4% | -22.5% | -20.8% | -20.1% | -21.9% | -19.2% | — |
| Mar 11, 2024 | AMC | 0.46 | 1.15 | +150.0% | 7.15 | +23.8% | +25.2% | +17.8% | +9.9% | +14.8% | +19.3% | — |
| Nov 2, 2023 | AMC | -0.29 | -0.28 | +3.4% | 6.28 | +2.5% | +11.5% | +12.4% | +22.3% | +20.4% | +18.6% | — |
| Aug 8, 2023 | AMC | 0.11 | 0.30 | +172.7% | 4.42 | +13.1% | +10.4% | +19.5% | +18.8% | +31.4% | +32.1% | — |
| May 4, 2023 | AMC | 0.11 | 0.55 | +400.0% | 3.28 | +16.5% | +14.6% | +24.7% | +39.3% | +43.6% | +33.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 10 | Truist | Maintains | Buy → Buy | — | $27.09 | $27.73 | +2.4% | -2.0% | -1.1% | +3.9% | +4.2% | +5.0% |
| Nov 7 | Truist | Maintains | Buy → Buy | — | $27.85 | $28.05 | +0.7% | +6.1% | +3.8% | +6.0% | +7.1% | +10.7% |
| Sep 19 | Truist | Maintains | Buy → Buy | — | $25.43 | $26.04 | +2.4% | +11.7% | +6.8% | +7.3% | -3.2% | -5.9% |
| May 8 | Truist | Maintains | Buy → Buy | — | $24.30 | $24.49 | +0.8% | +5.6% | +7.1% | +3.7% | +6.9% | -3.0% |
| May 8 | Piper Sandler | Maintains | Overweight → Overweight | — | $24.30 | $24.49 | +0.8% | +5.6% | +7.1% | +3.7% | +6.9% | -3.0% |
| Mar 13 | Citizens Capital Markets | Maintains | Market Perform → Market Perform | — | $12.00 | $11.90 | -0.8% | +4.4% | +14.3% | +6.6% | +15.7% | +15.8% |
| Aug 9 | Piper Sandler | Upgrade | Neutral → Overweight | — | $8.16 | $8.56 | +4.9% | +26.6% | +31.9% | +47.5% | +57.7% | +71.7% |
| Aug 8 | Truist | Maintains | Buy → Buy | — | $7.40 | $7.62 | +3.0% | +10.3% | +39.6% | +45.4% | +62.7% | +73.9% |
| Apr 1 | Piper Sandler | Maintains | Neutral → Neutral | — | $10.65 | $10.65 | +0.0% | +3.2% | +2.6% | +2.1% | -1.0% | -3.3% |
| Mar 13 | Truist | Maintains | Buy → Buy | — | $8.95 | $8.75 | -2.2% | -5.9% | -12.2% | -8.3% | -4.7% | +3.1% |
| Mar 13 | JMP Securities | Downgrade | Market Outperform → Market Perform | — | $8.95 | $8.75 | -2.2% | -5.9% | -12.2% | -8.3% | -4.7% | +3.1% |
| Jan 17 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $6.12 | $6.11 | -0.2% | +3.6% | +2.9% | +6.4% | +5.4% | +3.1% |
| Nov 6 | Piper Sandler | Maintains | Neutral → Neutral | — | $7.00 | $7.31 | +4.4% | +0.9% | +9.7% | +8.0% | +6.4% | +5.6% |
| Nov 6 | Truist | Maintains | Buy → Buy | — | $7.00 | $7.31 | +4.4% | +0.9% | +9.7% | +8.0% | +6.4% | +5.6% |
| Oct 6 | Piper Sandler | Maintains | Neutral → Neutral | — | $5.66 | $5.56 | -1.8% | -4.1% | -0.7% | -1.8% | +1.9% | +1.9% |
| Oct 5 | Piper Sandler | Maintains | Neutral → Neutral | — | $6.27 | $6.06 | -3.3% | -9.7% | -13.4% | -10.4% | -11.3% | -8.0% |
| Aug 10 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $4.88 | $4.87 | -0.2% | +8.2% | +7.6% | +19.1% | +19.7% | +16.2% |
| Jul 12 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $4.08 | $4.13 | +1.2% | +1.0% | +7.1% | +4.9% | +5.4% | +4.4% |
| May 8 | Piper Sandler | Maintains | Neutral → Neutral | — | $3.76 | $3.74 | -0.5% | +8.8% | +21.5% | +25.3% | +16.2% | +23.4% |
| Apr 18 | JMP Securities | Maintains | Market Outperform → Outperform | — | $3.06 | $3.20 | +4.6% | +2.0% | +8.8% | +9.2% | +12.1% | +12.1% |
| Mar 6 | Truist | Maintains | Buy → Buy | — | $3.64 | $3.78 | +3.8% | -3.6% | +4.7% | +2.7% | +1.1% | -4.7% |
| Feb 13 | Piper Sandler | Downgrade | Overweight → Neutral | — | $2.16 | $2.12 | -1.9% | -11.1% | +5.1% | +1.9% | +2.8% | +5.1% |
| Jan 17 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $2.26 | $2.31 | +2.2% | -1.3% | -2.2% | +2.2% | +1.8% | +8.4% |
| Oct 18 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $1.47 | $1.46 | -0.7% | -2.0% | -2.0% | -10.2% | -2.7% | -5.4% |
| Jul 18 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $2.45 | $2.47 | +0.8% | -1.6% | +3.3% | +2.9% | +2.4% | -0.4% |
| Oct 15 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $6.85 | $6.97 | +1.8% | +0.6% | -0.7% | +0.7% | +2.0% | +5.8% |
| Apr 16 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $10.46 | $10.35 | -1.1% | +1.1% | +6.6% | +2.1% | +0.0% | +1.0% |
| Apr 6 | Piper Sandler | Upgrade | Neutral → Overweight | — | $10.40 | $10.93 | +5.1% | +0.8% | +2.0% | +3.4% | +8.7% | +8.7% |
| Nov 5 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $14.82 | $14.32 | -3.4% | -2.0% | -1.0% | -0.5% | -1.1% | -3.5% |
| Jul 16 | Sandler O'Neill | Downgrade | Buy → Hold | — | $15.95 | $15.36 | -3.7% | -2.7% | -4.1% | -12.0% | -11.7% | -13.9% |
| Jul 16 | Piper Sandler | Downgrade | Buy → Hold | — | $15.95 | $15.36 | -3.7% | -2.7% | -4.1% | -12.0% | -11.7% | -13.9% |
| May 15 | JMP Securities | Upgrade | Market Perform → Market Outperform | — | $15.16 | $15.48 | +2.1% | +2.2% | +4.2% | +3.1% | +0.9% | +1.1% |
| Oct 12 | Citigroup | Maintains | Buy → Buy | — | $13.67 | $13.60 | -0.5% | -3.1% | -3.9% | -1.2% | -2.0% | -2.6% |
| Apr 10 | Citigroup | Maintains | Buy → Buy | — | $15.99 | $16.13 | +0.9% | +0.7% | +0.5% | -0.4% | -0.8% | +1.3% |
| Jan 22 | JMP Securities | Downgrade | Market Outperform → Market Perform | — | $18.94 | $18.22 | -3.8% | -7.1% | -7.1% | -8.4% | -7.5% | -11.4% |
| Nov 3 | Citigroup | Maintains | Buy → Buy | — | $16.45 | $16.47 | +0.1% | +0.5% | +2.6% | +1.4% | +1.5% | +3.2% |
| Oct 17 | Citigroup | Maintains | Buy → Buy | — | $15.50 | $15.48 | -0.1% | +0.6% | +3.0% | +2.3% | +2.4% | +2.3% |
| Oct 11 | Citigroup | Maintains | Buy → Buy | — | $12.73 | $12.85 | +0.9% | -4.2% | -1.0% | -3.1% | -0.8% | -1.8% |
| Aug 9 | Keefe Bruyette & Woods | Maintains | Outperform → Outperform | — | $13.55 | $13.55 | +0.0% | +1.0% | -1.8% | -2.4% | -3.7% | -4.5% |
| Aug 9 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $13.55 | $13.55 | +0.0% | +1.0% | -1.8% | -2.4% | -3.7% | -4.5% |
| Jun 13 | Keefe Bruyette & Woods | Maintains | Outperform → Outperform | — | $12.85 | $12.66 | -1.5% | -3.3% | -2.8% | -4.7% | -0.4% | -1.6% |
| Jun 13 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $12.85 | $12.66 | -1.5% | -3.3% | -2.8% | -4.7% | -0.4% | -1.6% |
| Apr 8 | Citigroup | Maintains | Buy → Buy | — | $14.87 | $14.86 | -0.1% | -4.7% | -8.0% | -7.3% | -4.5% | -5.2% |
| Mar 4 | Piper Sandler | Downgrade | Buy → Hold | — | $17.44 | $17.13 | -1.8% | -6.2% | -10.6% | -11.0% | -10.0% | -10.2% |
| Mar 4 | Sandler O'Neill | Downgrade | Buy → Hold | — | $17.44 | $17.13 | -1.8% | -6.2% | -10.6% | -11.0% | -10.0% | -10.2% |
| Aug 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $20.27 | $20.13 | -0.7% | -7.2% | -1.2% | -3.9% | -5.3% | -5.6% |
| Aug 10 | Keefe Bruyette & Woods | Maintains | Outperform → Outperform | — | $20.27 | $20.13 | -0.7% | -7.2% | -1.2% | -3.9% | -5.3% | -5.6% |
| Aug 7 | Citigroup | Maintains | Buy → Buy | — | $21.05 | $20.98 | -0.3% | -3.7% | -10.6% | -4.9% | -7.5% | -8.8% |
| Jul 20 | JMP Securities | Downgrade | Outperform → Market Perform | — | $27.11 | $26.68 | -1.6% | -8.0% | -7.0% | -4.8% | -6.9% | -8.0% |
| Jul 15 | Citigroup | Maintains | Buy → Buy | — | $25.72 | $25.76 | +0.2% | +1.2% | +5.3% | +5.4% | -3.0% | -2.0% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Binnun SharonOff | Chief Accounting Officer | Sell | 9,200 | $28.99 | $267K | 123,988 | -1.03% | — |
8-K
HERITAGE INSURANCE HOLDINGS INC -- 8-K Filing
Heritage Insurance Holdings reported its fourth quarter and full year 2025 financial results, with the company maintaining its position as a super-regional property and casualty insurance provider operating on the NYSE.
Mar 9
8-K
HERITAGE INSURANCE HOLDINGS INC -- 8-K Filing
Heritage Insurance Holdings announced its fourth quarter 2025 preliminary financial results, signaling upcoming detailed earnings disclosure that will help investors assess the insurer's profitability and underwriting performance.
Feb 23
Data updated apr 25, 2026 2:03pm
· Source: massive.com