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Heritage Insurance Holdings Inc

HRTG

26.540USD

-0.100-0.38%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

820.39MMarket Cap

5.49P/E TTM



Heritage Insurance Holdings Inc

26.540

-0.100-0.38%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Heritage Insurance Holdings Inc

Currency: USD Updated: 2026-02-06

Key Insights

Heritage Insurance Holdings Inc's fundamentals are relatively very healthy, with industry-average ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 25 out of 114 in the Insurance industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 35.50.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Heritage Insurance Holdings Inc's Score

Industry at a Glance

Industry Ranking

25 / 114

Overall Ranking

139 / 4521

Industry

Insurance

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Heritage Insurance Holdings Inc Highlights

StrengthsRisks

Heritage Insurance Holdings, Inc. is a property and casualty insurance holding company. The Company primarily provides personal and commercial residential insurance through its insurance company subsidiaries. It is vertically integrated and controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution and claims processing and adjusting. Its subsidiaries include Heritage Property & Casualty Insurance Company (Heritage P&C), which provides personal and commercial residential property insurance and commercial general liability insurance; Narragansett Bay Insurance Company (NBIC), which provides personal and commercial residential property insurance, and Zephyr Insurance Company (Zephyr), which provides personal residential and wind-only property insurance in Hawaii. The Company provides personal residential insurance in approximately 14 eastern and gulf states and commercial residential insurance in three of those states.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 23.33% year-on-year.

Fairly Valued

The company’s latest PE is 5.49, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 20.41M shares, decreasing 9.38% quarter-over-quarter.

Held by CI Select Canadian Equity Fund

Star Investor CI Select Canadian Equity Fund holds 1.61K shares of this stock.

Analyst Rating

Based on 3 analysts

Buy

Current Rating

35.500

Target Price

+33.76%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Heritage Insurance Holdings Inc is 8.31, ranking 16 out of 114 in the Insurance industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 212.46M, representing a year-over-year increase of 0.29%, while its net profit experienced a year-over-year increase of 518.51%.

Score

Industry at a Glance

Previous score

8.31

Change



Financials

8.63

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

8.69

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

9.79

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

8.22

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

6.19

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Heritage Insurance Holdings Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Heritage Insurance Holdings Inc is 7.55, ranking 47 out of 114 in the Insurance industry. Its current P/E ratio is 5.49, which is 86.97% below the recent high of 10.26 and 314.59% above the recent low of -11.78.

Score

Industry at a Glance

Previous score

7.55

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 25/114

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Heritage Insurance Holdings Inc is 7.33, ranking 38 out of 114 in the Insurance industry. The average price target is 35.50, with a high of 37.00 and a low of 34.00.

Score

Industry at a Glance

Previous score

7.33

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 3 analysts

Buy

Current Rating

35.500

Target Price

+33.76%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Heritage Insurance Holdings Inc

HRTG

Travelers Companies Inc

TRV

Progressive Corp

PGR

Allstate Corp

ALL

American International Group Inc

AIG

Arch Capital Group Ltd

ACGL

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-02-06

The current price momentum score of Heritage Insurance Holdings Inc is 8.92, ranking 51 out of 114 in the Insurance industry. Currently, the stock price is trading between the resistance level at 27.68 and the support level at 25.23, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.01

Change

-0.09

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(4)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

0.336

Neutral

RSI(14)

49.072

Neutral

STOCH(KDJ)(9,3,3)

62.371

Neutral

ATR(14)

0.959

Low Volatility

CCI(14)

88.981

Neutral

Williams %R

39.184

Buy

TRIX(12,20)

-0.228

Sell

StochRSI(14)

0.000

Sell

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

26.562

Sell

MA10

26.233

Buy

MA20

26.108

Buy

MA50

27.548

Sell

MA100

26.671

Sell

MA200

24.586

Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Heritage Insurance Holdings Inc is 5.00, ranking 70 out of 114 in the Insurance industry. The latest institutional shareholding proportion is 66.04%, representing a quarter-over-quarter increase of 3.39%. The largest institutional shareholder is The Vanguard, holding a total of 1.87M shares, representing 6.04% of shares outstanding, with 44.11% increase in holdings.

Score

Industry at a Glance

Previous score

5.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Hyer (Raymond T)

2.18M

-41.28%

The Vanguard Group, Inc.

Star Investors

1.64M

+8.71%

BlackRock Institutional Trust Company, N.A.

1.65M

+3.16%

Dimensional Fund Advisors, L.P.

1.26M

-11.12%

Garateix (Ernesto J)

1.14M

-5.33%

Marshall Wace LLP

1.02M

+8.72%

American Century Investment Management, Inc.

888.45K

+11.53%

Berset (Mark S)

761.48K

+0.34%

Geode Capital Management, L.L.C.

630.91K

+21.84%

Connor, Clark & Lunn Investment Management Ltd.

626.19K

-3.48%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Insurance domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Heritage Insurance Holdings Inc is 5.73, ranking 57 out of 114 in the Insurance industry. The company's beta value is 0.96. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Heritage Insurance Holdings Inc’s latest ESG disclosure is at an average level in the Insurance industry, showing no material impact on overall risk.