HRTG logo

HRTG

Profile

Full Name

Heritage Insurance Holdings, Inc.

Ticker Symbol

HRTG

Exchange

NYSE

Sector

Financial Services

Industry

Insurance - Property & Casualty

Country

United States

IPO

May 23, 2014

Indexes

Not included

Website

http://investors.heritagepci.com

Employees

540

Key Details

Price

$15.98

Market Cap

$489.12M(Small cap)

Last Dividend

$0.06

TTM Dividend Yield

-

Annual Revenue

$816.99M(+11.08% YoY)

Annual EPS

$2.01(+16.18% YoY)

PE Ratio

7.95

Next earnings date

May 1, 2025

Next ex-dividend date

N/A

Next split date

N/A

Price

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Current Price

$15.98
HRTG price is $15.98

Price All-time High

$27.11
HRTG price is currently -41.05% below its historical high of $27.11

Price Most Recent Change

+10.66%
HRTG price was up +10.66% on Apr 3, 2025

Price YTD Change

+32.5%
HRTG price is up +32.5% since January 1st

Price 1-year Change

+48.65%
HRTG price is up +48.65% year-on-year

Price 3-year Change

+133.28%
HRTG price is up +133.28% over the past 3 years

Capitalization

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Market cap

Market Cap

$489.12M
HRTG market capitalization is $489.12 million

Market Cap 3-year Change

+170.01%
HRTG market capitalization is up +170.01% over the past 3 years

Market Cap All-time High

$813.18M
HRTG market capitalization is currently -39.85% below its historical high of $813.18 million

Market Cap Sector Rank

48.1%
HRTG market capitalization is higher than 48.1% of companies in Financial Services sector

Shares Outstanding

Shares Outstanding 1-Year Change

-0.09%
HRTG shares outstanding is down -0.09% year-on-year

Shares Outstanding 3-Year Change

+15.74%
HRTG shares outstanding is up +15.74% over the past 3 years

Technical Indicators

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Beta

0.85
HRTG beta is 0.85

200-day SMA

$11.56
HRTG price is currently +38.21% above its 200-day simple moving average

50-day SMA

$12.38
HRTG price is currently +29.10% above its 50-day simple moving average

RSI

73.28
HRTG 14-day relative strength index is 73.28

Volume

1.56
HRTG 30-day relative volume is 1.56

ATR

$0.81
HRTG average true range is $0.81

10-day Historical Volatility

46.31%
HRTG 10-day historical volatility is 46.31%

Dividend

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Events

Last Paid Dividend

$0.06
HRTG last dividend was $0.06 per share, with an ex-dividend date of June 13, 2022

Next Dividend

-
HRTG next dividend has not yet been announced

Dividend per share

Dividend Per Share

-
HRTG annual dividend per share value is unknown

Dividend per share Sector Rank

-
HRTG annual dividend per share is unknown

Dividend per share 1-Year Change

-
HRTG annual dividend per share 1-year change is unknown

Dividend per share 3-Year Change

-
HRTG annual dividend per share 3-year change is unknown

Dividend yield

Dividend Yield

-
HRTG annual dividend yield value is unknown

Dividend yield Sector Rank

-
HRTG annual dividend yield is unknown

Other

Payout Ratio

-
HRTG annual payout ratio value is unknown

Dividends Paid

-
HRTG annual dividends paid value is unknown

Free Cash Flow

$78.86M
HRTG annual free cash flow is $78.86 million

Income Statement

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Revenue

Revenue

$816.99M
HRTG annual revenue is $816.99 million

Revenue Analysts Estimate

$870.16M
HRTG annual revenue is currently -6.11% lower than the consensus analysts' forecast

Revenue 1-year Change

+11.08%
HRTG annual revenue is up +11.08% year-on-year

Revenue Sector Rank

75.08%
HRTG annual revenue is higher than 75.08% of companies in Financial Services sector

EPS

EPS

$2.01
HRTG annual earnings per share is $2.01

EPS Analysts Estimate

$2.35
HRTG annual earnings per share is currently -14.59% lower than the consensus analysts' forecast

EPS 1-year Change

+16.18%
HRTG annual earnings per share is up +16.18% year-on-year

EPS Sector Rank

58.41%
HRTG annual earnings per share is higher than 58.41% of companies in Financial Services sector

Profit

Gross Profit

-
HRTG annual gross profit value is unknown

Gross Margin

-
HRTG annual gross profit margin value is unknown

Operating Profit

-
HRTG annual operating income value is unknown

Operating Margin

-
HRTG annual operating profit margin value is unknown

Net Income

$61.54M
HRTG annual net profit is $61.54 million

Net Margin

7.53%
HRTG annual net profit margin is 7.53%

Expenses

Total Expenses

$734.31M
HRTG annual total expenses is $734.31 million

Operating Expenses

$85.14M
HRTG annual total operating expenses is $85.14 million

Cost Of Goods Sold

-
HRTG annual cost of goods sold value is unknown

Selling, General & Administrative Expenses

$85.14M
HRTG annual SGA is $85.14 million

Depreciation And Amortization

$9.55M
HRTG annual depreciation & amortization is $9.55 million

Interest Expense

$10.93M
HRTG annual interest expense is $10.93 million

Income Tax

$21.14M
HRTG annual income tax is $21.14 million

EBIT & EBITDA

EBIT

$93.61M
HRTG annual earnings before interest & taxes is $93.61 million

EBITDA

$103.16M
HRTG annual EBITDA is $103.16 million

Balance Sheet

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Assets

Total Assets

$2.47B
HRTG annual total assets is $2.47 billion

Non Current Assets

$757.70M
HRTG annual long term assets is $757.70 million

Current Assets

$1.70B
HRTG annual total current assets is $1.70 billion

Cash And Cash Equivalents

$452.67M
HRTG annual cash & cash equivalents is $452.67 million

Accounts Receivable

$842.34M
HRTG annual accounts receivable is $842.34 million

Inventory

-
HRTG annual inventory value is unknown

Liabilities

Total Liabilities

$2.18B
HRTG annual total liabilities is $2.18 billion

Long Term Liabilities

$1.83B
HRTG annual total long term liabilities is $1.83 billion

Current Liabilities

$347.20M
HRTG annual total current liabilities is $347.20 million

Accounts Payable

$248.21M
HRTG annual accounts payable is $248.21 million

Debt

Total Debt

$141.34M
HRTG annual total debt is $141.34 million

Total Debt 1-year Change

-4.63%
HRTG annual total debt is down -4.63% year-on-year

Long Term Debt

$61.21M
HRTG annual long term debt is $61.21 million

Short Term Debt

$80.13M
HRTG annual short term debt is $80.13 million

Equity & Capital

Shareholders Equity

$290.80M
HRTG annual stockholders equity is $290.80 million

Book Value

$290.80M
HRTG annual book value is $290.80 million

Retained Earnings

$87.66M
HRTG annual retained earnings is $87.66 million

Working Capital

$1.36B
HRTG annual working capital is $1.36 billion

Cash Flow Statement

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Cashflow Activities

Cash From Operations

$87.09M
HRTG annual cash flow from operations is $87.09 million

Cash From Operations 1-year Change

+23.69%
HRTG annual cash flow from operations is up +23.69% year-on-year

Cash From Investing

-$91.60M
HRTG annual cash flow from investing activities is -$91.60 million

Cash From Investing 1-year Change

-190.87%
HRTG annual cash flow from investing activities is down -190.87% year-on-year

Cash From Financing

-$5.19M
HRTG annual cash flow from financing activities is -$5.19 million

Cash From Financing 1-year Change

-135.68%
HRTG annual cash flow from financing activities is down -135.68% year-on-year

CAPEX

CAPEX

$8.23M
HRTG annual capital expenditures is $8.23 million

CAPEX 1-year Change

-16.78%
HRTG annual capital expenditures is down -16.78% year-on-year

Free Cash Flow

Free Cash Flow

$78.86M
HRTG annual free cash flow is $78.86 million

Free Cash Flow 1-year Change

+30.3%
HRTG annual free cash flow is up +30.3% year-on-year

Profitability Ratios

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Margins

Gross Margin

-
HRTG annual gross profit margin value is unknown

Operating Margin

-
HRTG annual operating profit margin value is unknown

Net Margin

7.53%
HRTG annual net profit margin is 7.53%

ROA & ROE

ROA

2.68%
HRTG annual return on assets is 2.68%

ROE

24.08%
HRTG annual return on equity is 24.08%

Valuation

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PE Ratio

PE Ratio

7.95
HRTG price to earnings ratio is 7.95

PE Ratio Sector Rank

8.09%
HRTG price to earnings ratio is higher than 8.09% of companies in Financial Services sector

PB Ratio

PB Ratio

1.68
HRTG price to book ratio is 1.68

PB Ratio Sector Rank

71.96%
HRTG price to book ratio is higher than 71.96% of companies in Financial Services sector

PS Ratio

PS Ratio

0.60
HRTG price to sales ratio is 0.60

PS Ratio Sector Rank

7.49%
HRTG price to sales ratio is higher than 7.49% of companies in Financial Services sector

Enterprise value

Enterprise Value

$177.78M
HRTG enterprise value is $177.78 million

Enterprise Value Sector Rank

32.11%
HRTG enterprise value is higher than 32.11% of companies in Financial Services sector

EV/EBITDA

EV/EBITDA

1.72
HRTG EV/EBITDA is 1.72

EV/EBITDA Sector Rank

30.32%
HRTG EV/EBITDA is higher than 30.32% of companies in Financial Services sector

Financial Health

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Liquidity

Current Ratio

4.90
HRTG annual current ratio is 4.90

Quick Ratio

-
HRTG annual quick ratio value is unknown

Leverage

Debt To Equity

0.40
HRTG annual debt to equity ratio is 0.40

Interest Coverage Ratio

8.56
HRTG annual interest coverage ratio is 8.56

Risk & Stability

Piotroski F-Score

-
HRTG piotroski f-score value is unknown

Altman Z-Score

1.30
HRTG altman z-score is 1.30

Analyst ratings

Recent major analysts updates

Mar 13, 25 Citizens Capital Markets
Market Perform
Aug 9, 24 Piper Sandler
Overweight
Aug 8, 24 Truist Securities
Buy
Apr 15, 24 JMP Securities
Market Perform
Apr 1, 24 Piper Sandler
Neutral
Mar 13, 24 Truist Securities
Buy
Mar 13, 24 JMP Securities
Market Perform
Jan 17, 24 JMP Securities
Market Outperform
Nov 6, 23 Truist Securities
Buy
Nov 6, 23 Piper Sandler
Neutral

Institutional Ownership

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  • What is the ticker symbol for Heritage Insurance Holdings?
  • Does Heritage Insurance Holdings pay dividends?
  • What sector is Heritage Insurance Holdings in?
  • What industry is Heritage Insurance Holdings in?
  • What country is Heritage Insurance Holdings based in?
  • When did Heritage Insurance Holdings go public?
  • Is Heritage Insurance Holdings in the S&P 500?
  • Is Heritage Insurance Holdings in the NASDAQ 100?
  • Is Heritage Insurance Holdings in the Dow Jones?
  • When was Heritage Insurance Holdings's last earnings report?
  • When does Heritage Insurance Holdings report earnings?
  • Should I buy Heritage Insurance Holdings stock now?

What is the ticker symbol for Heritage Insurance Holdings?

The ticker symbol for Heritage Insurance Holdings is NYSE:HRTG

Does Heritage Insurance Holdings pay dividends?

No, Heritage Insurance Holdings does not pay dividends

What sector is Heritage Insurance Holdings in?

Heritage Insurance Holdings is in the Financial Services sector

What industry is Heritage Insurance Holdings in?

Heritage Insurance Holdings is in the Insurance - Property & Casualty industry

What country is Heritage Insurance Holdings based in?

Heritage Insurance Holdings is headquartered in United States

When did Heritage Insurance Holdings go public?

Heritage Insurance Holdings's initial public offering (IPO) was on May 23, 2014

Is Heritage Insurance Holdings in the S&P 500?

No, Heritage Insurance Holdings is not included in the S&P 500 index

Is Heritage Insurance Holdings in the NASDAQ 100?

No, Heritage Insurance Holdings is not included in the NASDAQ 100 index

Is Heritage Insurance Holdings in the Dow Jones?

No, Heritage Insurance Holdings is not included in the Dow Jones index

When was Heritage Insurance Holdings's last earnings report?

Heritage Insurance Holdings's most recent earnings report was on Mar 11, 2025

When does Heritage Insurance Holdings report earnings?

The next expected earnings date for Heritage Insurance Holdings is May 1, 2025

Should I buy Heritage Insurance Holdings stock now?

As of today, analysts generally recommend a 'Buy' rating. However, it's important to do your own research and consider your financial situation before making any investment decisions
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