HRTG

Heritage Insurance Hldgs Inc

HRTG, USA

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, 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.

https://www.heritagepci.com

Stock Price

$ 0.00

0% increase compared to yesterday.

Dividend

Frequency:

N/A

Rate:

N/A

Next Payout:

N/A
HRTG
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HRTG

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Showing 2 of 10

Analyst Ratings & Sentiment

(Last Updated 2025-09-30)

Rating:

BUY

Target Price:

$35.5

Analyst Picks

Strong Buy

1

Buy

1

Hold

1

Sell

0

Strong Sell

0

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

Very High

6.01

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Medium

2.04

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Low

11.53 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

2.13 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very High

56.80 %

Low ≤ 5%

High ≥ 15%

Debt to Equity

-

Very Low

4.41

Low ≥ 1

High ≤ 0.3

Investors

* Institutions hold a combined 56.24% of the total shares of Heritage Insurance Hldgs Inc

1.

BlackRock Inc

(6.0208%)

since

2025/06/30

2.

Vanguard Group Inc

(4.8826%)

since

2025/06/30

3.

Dimensional Fund Advisors, Inc.

(4.577%)

since

2025/06/30

4.

Marshall Wace Asset Management Ltd

(3.0375%)

since

2025/06/30

5.

American Century Companies Inc

(2.5682%)

since

2025/06/30

6.

Vanguard Total Stock Mkt Idx Inv

(2.3297%)

since

2025/07/31

7.

Avantis US Small Cap Value ETF

(2.2044%)

since

2025/08/30

8.

Connor Clark & Lunn Inv Mgmt Ltd

(2.0916%)

since

2025/06/30

9.

iShares Russell 2000 ETF

(1.7574%)

since

2025/08/31

10.

Arrowstreet Capital Limited Partnership

(1.697%)

since

2025/06/30

11.

Geode Capital Management, LLC

(1.6694%)

since

2025/06/30

12.

Jacobs Levy Equity Management, Inc.

(1.4986%)

since

2025/06/30

13.

State Street Corp

(1.4586%)

since

2025/06/30

14.

Citadel Advisors Llc

(1.457%)

since

2025/06/30

15.

Amvescap Plc.

(1.3288%)

since

2025/06/30

16.

AQR Capital Management LLC

(1.2428%)

since

2025/06/30

17.

Prudential Financial Inc

(1.2367%)

since

2025/06/30

18.

Renaissance Technologies Corp

(1.2025%)

since

2025/06/30

19.

Pacific Ridge Capital Partners, LLC

(1.1628%)

since

2025/06/30

20.

Morgan Stanley - Brokerage Accounts

(1.1157%)

since

2025/06/30

21.

Invesco Dorsey Wright SmallCap Momt ETF

(1.1042%)

since

2025/08/29

22.

Bridgeway Capital Management, LLC

(0.8954%)

since

2025/06/30

23.

UBS Group AG

(0.7825%)

since

2025/06/30

24.

Ameriprise Financial Inc

(0.7724%)

since

2025/06/30

25.

Vanguard Institutional Extnd Mkt Idx Tr

(0.7709%)

since

2025/07/31

26.

Fidelity Small Cap Index

(0.7236%)

since

2025/06/30

27.

DFA US Targeted Value I

(0.6287%)

since

2025/07/31

28.

Dimensional US Targeted Value ETF

(0.6268%)

since

2025/08/29

29.

DFA US Small Cap Value I

(0.5904%)

since

2025/07/31

30.

US Equity Small Cap Corporate Cl OF

(0.5626%)

since

2024/12/31

31.

iShares Russell 2000 Growth ETF

(0.505%)

since

2025/08/31

32.

US Equity Small Cap Pool A

(0.4998%)

since

2024/12/31

33.

Adara Smaller Companies

(0.4711%)

since

2025/07/31

34.

EA Bridgeway Omni Small-Cap Value ETF

(0.4551%)

since

2025/08/29

35.

DFA US Small Cap I

(0.4209%)

since

2025/07/31

36.

Multi-Manager Small Cap Eq Strat Inst

(0.4183%)

since

2025/07/31

37.

DFA US Micro Cap I

(0.4044%)

since

2025/07/31

38.

Fidelity Extended Market Index

(0.3888%)

since

2025/07/31

39.

Vanguard Russell 2000 ETF

(0.3444%)

since

2025/07/31

40.

Dimensional US Small Cap ETF

(0.3327%)

since

2025/08/29

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

2025-12-31

EPS Estimate

0.96

Latest Release

Date

2025-09-30

EPS Actual

1.56

EPS Estimate

0.47

EPS Difference

1.09

Surprise Percent

231.9149%

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Strong Deep Value(7.5)
Defensive
Moderately Defensive(5)
Dividend
Weak Dividend Profile(3)
Economic Moat
Wide Moat Company(8.3)
GARP
Fair GARP(5)
Growth
Weak Growth Prospect(3)
Momentum
Moderate Momentum(4)
Net Net
Possible Net-Net(3.5)
Quality
High Quality(7)
Value
Undervalued(6.5)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.