Why Heritage Insurance Holdings, Inc.’s (HRTG) Stock Is Up 5.67%
As of Friday, July 24, Heritage Insurance Holdings, Inc.’s HRTG share price has surged by 5.67%, which has investors questioning if this is right time to sell.Rosalio Madrigal
Stock Evaluator: Heritage Insurance Holdings, Inc. (HRTG)
Heritage Insurance Holdings, Inc. HRTG
$29.37
-0.60
-2.00%
July 31, 2026 4:00:03 PM
EST
Volume: 233,536
After Hours: $120.37
0.15
|
0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
NYSE | DELAYED PRICE
| SECTOR | INDUSTRY |
| Financials | Insurance |
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COMPANY SUMMARY
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. It offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential property insurance in Florida, Hawaii, New Jersey, and New York.
The company also provides homeowners insurance, condo insurance, dwelling fire, equipment coverage, and artisan contractor program. It offers insurance products through a network of independent agents. The company was founded in 2012 and is headquartered in Tampa, Florida.
Commentary & Analysis
3 Undervalued Insurance Stocks for Thursday, July 16
Discover the top 3 undervalued Insurance stocks for Thursday, July 16 based on AAII’s Stock Grades.Michael Rose
Why Heritage Insurance Holdings, Inc.’s (HRTG) Stock Is Up 5.18%
As of Friday, June 26, Heritage Insurance Holdings, Inc.’s HRTG share price has surged by 5.18%, which has investors questioning if this is right time to sell.Cynthia McLaughlin
Why Heritage Insurance Holdings, Inc.’s (HRTG) Stock Is Up 5.93%
As of Monday, June 22, Heritage Insurance Holdings, Inc.’s HRTG share price has surged by 5.93%, which has investors questioning if this is right time to sell.Rosalio Madrigal
Why Heritage Insurance Holdings, Inc.’s (HRTG) Stock Is Down 19.73%
As of Friday, May 08, Heritage Insurance Holdings, Inc.’s HRTG share price has dipped by 19.73%, which has investors questioning if this is right time to buy.Jenna Brashear
Financial Summary
| Share Statistics | HRTG | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $866.4 | $7,055.8 | 44% |
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| Shares Out (Mil) | 30.7 | 66.0 | 38% |
|
| Institutional Ownership | 75.2% | 81.8% | 45% |
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| Float (Mil) | 22.7 | 67.4 | 31% |
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| Beta | 0.92 | 0.52 | 55% |
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| Avg Daily Volume (000s) | 297 | 186 | 51% |
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| Price Change (52-week) |
40.5% | 90.4% | 75% |
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| Growth | HRTG | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 7.4% | 5.6% | 48% |
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| Net Income (5yr) | 83.9% | 14.5% | 98% |
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| EPS (5yr) | 80.5% | 15.6% | 98 |
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| Dividends (5yr) | (14.9%) | 3.8% | 0% |
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| Cash Flow (5yr) | (9.6%) | (14.5%) | 58% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 3 | 3 | 3 | |
| Current EPS | $1.247 | $4.367 | $4.733 | |
| Month Ago EPS | $1.197 | $4.317 | $4.733 | |
| # Rev Up | 1 | 1 | 1 | |
| # Rev Down | 0 | 0 | 0 | |
| Three Months Ago EPS | $1.170 | $4.617 | $4.920 | |
| Year/Year Chg | 4.9% | (30.9%) | (18.5%) | |
| Financials | HRTG | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $849 | $5,065 | 49% |
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| Net Income (TTM) (Mil) | $202 | $534 | 68% |
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| EPS (TTM) | $6.527 | $2.500 | 90% |
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| Operating Cash Flow (TTM) (Mil) | $206 | $499 | 60% |
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| Net Cash Flow (TTM) (Mil) | $94 | $3 | 77% |
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| Long-Term Debt (Q1) (Mil) | $93 | $844 | 44% |
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| Enterprise Value (Q1) (Mil) | $269 | $7,585 | 29% |
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| Valuation | HRTG | Industry Median |
Percentile (All Stocks) |
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| P/B | 1.66 | 1.77 | 44% |
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| P/E | 4.5 | 12.9 | 4% |
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| Dividend Yield | 0.0% | 0.9% | 0% |
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| PEG (5yr hist) | 0.1 | 0.5 | 1% |
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| Ratios | HRTG | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 43.6% | 33.4% | 54% |
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| Net Margin | 23.8% | 9.9% | 83% |
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| ROA | 9.5% | 2.7% | 86% |
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| ROE | 47.5% | 14.8% | 92% |
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| Liabilities to Assets | 74.3% | 76.7% | 70% |
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| F-Score | 9 | 6 | 99% |
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Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
FACTOR STRATEGY
Fundamental Rule of Thumb Screen
Factors: Value
An old value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
| Performance Since Inception: | 6.6% |
| +/- S&P 500: | -0.9 |
