Stock Taper
SCREENER COMPARE ANY 2 STOCKS
HRTG
HERITAGE INSURANCE HOLDINGS, INC.
NYSE
$33.86
▼ DOWN 0.85% (-0.29)

KEY STATISTICS

Market Cap$1.03 B
52w High$36.50
52w Low$20.48
Dividend Yield6.76%
FrequencyQuarterly
P/E4.82
Volume195.28K
Shares Out.30.27M

COMPANY

LEADERSHIP

Ernesto Jose Garateix
CHIEF EXECUTIVE
Ernesto Jose Garateix

COMPENSATION 2026

Salary$875,500
Stock Awards$2,757,824
Incentive Plan Pay$1,663,450
All Other Comp.$45,123
Total$5,341,897

ABOUT

SECTOR
Financial Services
WENT PUBLIC
May 23, 2014
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
542

PRICE TARGET

Target High$42.00
Target Low$31.00
Target Median$36.50
Target Consensus$36.50

UPCOMING EARNINGS

DateNov 4, 2026
DayWednesday
Rev. Est.$217.06M
NOV
4
WED

PRICE

$33.86 ▼ DOWN 0.85% (−$0.29)
$34.00$34.25$34.509:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM33.86

About Heritage Insurance Holdings, Inc.

https://investors.heritagepci.com ↗

Heritage Insurance Holdings, Inc. provides personal and commercial residential insurance, restoration, and reinsurance services across multiple states, primarily through independent agents and retail networks, and is based in Tampa, Florida.

INDUSTRY

Insurance - Property & Casualty

A SERVICE HERITAGE INSURANCE HOLDINGS, INC. IS KNOWN FOR

Personal Residential Insurance

Heritage Insurance Holdings provides personal residential insurance for single-family homes, condos, and rentals in coastal states, focusing on protecting homeowners from property damage and liability in disaster-prone regions.

COMPETITORS

COMPETITOR
DGICA COMPARE
HCI COMPARE
PLMR COMPARE
UFCS COMPARE
UVE COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Reportable Segment$212.46M $227.03M ▲$212.66M ▼$214.19M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
136
LISTED HERE
26
RANKED BY POSITION SIZE
AVUV
0.11% · 965.1K
VTS.AX
0.00% · 730.4K
IWM
0.03% · 653.7K
FESM
0.13% · 243.4K
DFAT
0.05% · 217.2K
BSVO
0.22% · 161.9K
BR
BRES
0.56% · 114.0K
SCHA
0.02% · 105.6K
FDM
1.25% · 98.4K
R2US.L
0.03% · 50.0K
GSSC
0.13% · 42.2K
EES
0.15% · 31.0K
VAMO
1.18% · 30.2K
XRSU.L
0.03% · 22.7K
PRFZ
0.03% · 22.3K
BFOR
0.26% · 18.2K
RSSL
0.03% · 11.8K
SQLV
0.40% · 4.8K
EB
EBI
0.02% · 3.8K
RTWO.L
0.04% · 2.9K
IVSS
0.28% · 2.3K
PQ
PQSV
0.09% · 1.4K
TILT
0.00% · 1.1K
URTY
0.01% · 1.0K
WSGE
0.02% · 310
EBIT
0.08% · 274

INSTITUTIONAL OWNERSHIP

SHARES OWNED
44.87%
HOLDERS
288
TOP 12 OF 288 · RANKED BY POSITION SIZE
Blackrock, Inc.
2.3M sh · $60.84M
Vanguard Group Inc
1.9M sh · $55.04M
Blackrock Inc.
1.8M sh · $12.53M
Dimensional Fund Advisors LP
1.3M sh · $34.18M
American Century Companies Inc
1.1M sh · $27.83M
Marshall Wace, Llp
1.0M sh · $25.79M
Blackrock Fund Advisors
875.9K sh · $13.73M
Geode Capital Management, LLC
749.9K sh · $19.56M
Prudential Financial Inc
691.9K sh · $17.42M
Blackrock Institutional Trust Company, N.A.
689.6K sh · $10.81M
Connor, Clark & Lunn Investment Management Ltd.
626.2K sh · $15.77M
State Street Corp
564.0K sh · $14.71M

RATINGS SNAPSHOT

Overall rating: A

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity5
Return On Assets5
Debt To Equity3
Price To Earnings4
Price To Book2
Overall Score4

INSIDER TRADES

★
DIRECTOR, OFFICER: CHIEF EXECUTIVE OFFICER
Garateix Ernie J
Sale · 10.0K shares
2026-08-24
★
OFFICER: SEE REMARKS
JOHNS TIMOTHY E
Sale · 3.5K shares
2026-08-19
★
DIRECTOR, OFFICER: CHIEF EXECUTIVE OFFICER
Garateix Ernie J
Sale · 5.0K shares
2026-08-17
★
OFFICER: CHIEF FINANCIAL OFFICER
Lusk Kirk
Sale · 10.0K shares
2026-08-17

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 1
OVERWEIGHT 1
2 GRADES IN THE LAST 12 MONTHS
Truist Securities BUY Piper Sandler OVERWEIGHT

SECTORS PEERS

PEERPRICE
SAFT$103.64COMPARE
AMAL$48.69COMPARE
UFCS$53.98COMPARE
ASIC$26.59COMPARE
UVE$43.43COMPARE
UVSP$41.57COMPARE
BOW$33.60COMPARE
SBSI$31.88COMPARE