/
HRTG
$26.31+$0.45 (+1.74%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$782.9M
30M shares
52-week range
$16.83 – $31.98
63% from low
Sector
FIRE, MARINE & CASUALTY INSURANCE
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Price (6 mo)
Loading chart…
Change+$17.73
Valuation
Financials
Loading chart…
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $480.2M | $511.3M | $593.4M | $631.6M | $662.5M | $735.5M | $817.0M | $847.3M |
| Cost of revenue | $322.1M | $381.2M | $501.7M | $573.3M | $657.5M | $593.7M | $638.2M | $313.2M |
| Gross profit | $158.1M | $130.1M | $91.7M | $58.2M | $5.0M | $141.8M | $178.7M | $534.1M |
| Gross margin | 32.9% | 25.4% | 15.5% | 9.2% | 0.8% | 19.3% | 21.9% | 63.0% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $39.0M | $41.0M | $2.2M | −$76.0M | −$166.2M | $52.0M | $82.7M | $259.3M |
| EBITDA | $86.1M | $60.0M | $18.3M | −$59.6M | −$149.0M | $71.9M | $103.2M | $279.9M |
| Net income | $27.2M | $28.6M | $9.3M | −$74.7M | −$154.4M | $45.3M | $61.5M | $195.6M |
| Net margin | 5.7% | 5.6% | 1.6% | -11.8% | -23.3% | 6.2% | 7.5% | 23.1% |
| EPS (diluted) | 1.04 | 0.98 | 0.33 | -2.69 | -5.86 | 1.73 | 2.01 | 6.32 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $861M | $4.32 | $4.14–$4.49 | 2 |
| 2027 | $899M | $4.73 | $4.17–$5.29 | 2 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$248.72
Price
$26.31
Implied upside
+845%
Peer comparison
HERITAGE INSURANCE HOLDINGS INC
Heritage Insurance Holdings Inc is a regional property and casualty insurance company that offers a variety of personal and commercial insurance products. Through its subsidiaries, Heritage Property & Casualty Insurance, Narragansett Bay Insurance, and Zephyr Insurance, the company issues personal residential property insurance across various states in the U.S. It also offers commercial residential insurance predominantly for its Florida properties. Heritage Insurance manages insurance underwriting, customer services, actuarial analysis, distribution, and claims processing internally. The company operates in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, and South Carolina.
www.heritagepci.com- Employees
- 542
- IPO / List date
- May 23, 2014
- HQ
- TAMPA, FL
Held by traders on TradeandTell
No one on the platform currently holds HRTG.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 172,530 | $4.5M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded HRTG yet.
