Heritage Insurance Holdings, Inc. (HRTG)
NYSE: HRTG · Real-Time Price · USD
33.84
+0.21 (0.62%)
Aug 21, 2026, 4:00 PM EDT - Market closed

HRTG Statistics

Total Valuation

HRTG has a market cap or net worth of $976.91 million. The enterprise value is $481.15 million.

Market Cap976.91M
Enterprise Value 481.15M

Important Dates

The last earnings date was Wednesday, August 5, 2026, after market close.

Earnings Date Aug 5, 2026
Ex-Dividend Date n/a

Share Statistics

HRTG has 28.87 million shares outstanding. The number of shares has decreased by -0.40% in one year.

Current Share Class 28.87M
Shares Outstanding 28.87M
Shares Change (YoY) -0.40%
Shares Change (QoQ) -2.16%
Owned by Insiders (%) 22.76%
Owned by Institutions (%) 69.91%
Float 22.08M

Valuation Ratios

The trailing PE ratio is 4.82 and the forward PE ratio is 6.73.

PE Ratio 4.82
Forward PE 6.73
PS Ratio 1.14
Forward PS 1.11
PB Ratio 1.72
P/TBV Ratio 1.81
P/FCF Ratio 3.28
P/OCF Ratio 3.21
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 1.57, with an EV/FCF ratio of 1.62.

EV / Earnings 2.23
EV / Sales 0.56
EV / EBITDA 1.57
EV / EBIT 1.63
EV / FCF 1.62

Financial Position

The company has a current ratio of 0.82, with a Debt / Equity ratio of 0.16.

Current Ratio 0.82
Quick Ratio 0.38
Debt / Equity 0.16
Debt / EBITDA 0.30
Debt / FCF 0.31
Interest Coverage 41.78

Financial Efficiency

Return on equity (ROE) is 45.28% and return on invested capital (ROIC) is 34.49%.

Return on Equity (ROE) 45.28%
Return on Assets (ROA) 7.38%
Return on Invested Capital (ROIC) 34.49%
Return on Capital Employed (ROCE) 44.93%
Weighted Average Cost of Capital (WACC) 8.97%
Revenue Per Employee $1.58M
Profits Per Employee $397,214
Employee Count542
Asset Turnover 0.34
Inventory Turnover n/a

Taxes

In the past 12 months, HRTG has paid $72.17 million in taxes.

Income Tax 72.17M
Effective Tax Rate 25.11%

Stock Price Statistics

The stock price has increased by +47.64% in the last 52 weeks. The beta is 0.91, so HRTG's price volatility has been similar to the market average.

Beta (5Y) 0.91
52-Week Price Change +47.64%
50-Day Moving Average 28.29
200-Day Moving Average 27.02
Relative Strength Index (RSI) 65.26
Average Volume (20 Days) 354,399

Short Selling Information

The latest short interest is 744,535, so 2.58% of the outstanding shares have been sold short.

Short Interest 744,535
Short Previous Month 980,718
Short % of Shares Out 2.58%
Short % of Float 3.37%
Short Ratio (days to cover) 2.56

Income Statement

In the last 12 months, HRTG had revenue of $854.63 million and earned $215.29 million in profits. Earnings per share was $7.01.

Revenue854.63M
Gross Profit 387.91M
Operating Income 294.51M
Pretax Income 287.46M
Net Income 215.29M
EBITDA 307.41M
EBIT 294.51M
Earnings Per Share (EPS) $7.01
Full Income Statement

Balance Sheet

The company has $587.60 million in cash and $91.83 million in debt, with a net cash position of $495.76 million or $17.17 per share.

Cash & Cash Equivalents 587.60M
Total Debt 91.83M
Net Cash 495.76M
Net Cash Per Share $17.17
Equity (Book Value) 567.73M
Book Value Per Share 19.67
Working Capital -328.14M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $304.66 million and capital expenditures -$6.92 million, giving a free cash flow of $297.75 million.

Operating Cash Flow 304.66M
Capital Expenditures -6.92M
Depreciation & Amortization n/a
Net Borrowing -19.33M
Free Cash Flow 297.75M
FCF Per Share $10.31
Full Cash Flow Statement

Margins

Gross margin is 45.39%, with operating and profit margins of 34.46% and 25.19%.

Gross Margin 45.39%
Operating Margin 34.46%
Pretax Margin 33.64%
Profit Margin 25.19%
EBITDA Margin 35.97%
EBIT Margin 34.46%
FCF Margin 34.84%

Dividends & Yields

HRTG does not appear to pay any dividends at this time.

Dividend Per Share n/a
Dividend Yield n/a
Dividend Growth (YoY) n/a
Years of Dividend Growth n/a
Payout Ratio n/a
Buyback Yield 0.40%
Shareholder Yield 0.40%
Earnings Yield 22.04%
FCF Yield 30.48%
Dividend Details

Analyst Forecast

The average price target for HRTG is $39.00, which is 15.25% higher than the current price. The consensus rating is "Buy".

Price Target $39.00
Price Target Difference 15.25%
Analyst Consensus Buy
Analyst Count 3
Revenue Growth Forecast (3Y) n/a
EPS Growth Forecast (3Y) -6.27%
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value n/a
Lynch Upside n/a
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

Altman Z-Score n/a
Piotroski F-Score 7