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Heritage Insurance Holdings, Inc. (HRTG)

Financial Services | Insurance - Property & Casualty | Tampa, United States | NYSE
33.86 USD -0.29 (-0.849%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 34.77 +0.91 (2.675%) ⇧ (Aug. 28, 2026, 7:30 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★★⯪Dividends:★★⯪☆☆
Hot Take | Aug. 22, 2026, 2:42 a.m. EDT

The long-term investment case is exceptionally strong, driven by a fortress balance sheet with a 45% return on equity and robust free cash flow generation. Despite a low P/E, the business quality is evident, supported by a multi-year price trajectory that has delivered a +74.5% cumulative gain without recent structural deterioration. The stock trades at a discount relative to its earnings power, making it a compelling buy-and-hold candidate. However, the short-term outlook faces headwinds due to aggressive speculative positioning. Options data reveals a significant 'put wall' with heavy open interest at strikes well below the current price, signaling that market makers and speculators are pricing in a potential drop toward the $20–$25 zone. This fear contrasts with the company's solid fundamentals and recent earnings beat expectations. While the statistical forecast model offers no directional bias, the divergence between the company's excellent operational health and the market's fear of a price collapse suggests a potential buying opportunity for patient investors willing to navigate the near-term volatility.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.196997
AutoETS0.204501
AutoARIMA0.204506
AutoTheta0.271122

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 35%
H-stat 10.13
Ljung-Box p 0.000
Jarque-Bera p 0.090
Excess Kurtosis -1.56
Attribute Value
Sector Financial Services
Ex Dividend Date 2022-06-12
Last Dividend Date 2022-06-12
Debt to Equity Ratio 16.176
Revenue per Share 27.893
Market Cap 1,006,739,648
Trailing P/E 4.87
Forward P/E 6.53
Beta 0.91
Profit Margins 25.19%
Website https://www.heritagepci.com

As of Aug. 22, 2026, 2:42 a.m. EDT: Speculators are heavily positioned for downside protection, with massive open interest in out-of-the-money puts (strikes 20 and 25) compared to negligible call volume. This creates a 'put wall' suggesting fear of a drop to the $20–$25 range. Conversely, call activity is concentrated in-the-money, indicating some buyers believe the stock will stay above current levels, but the overwhelming sentiment is hedging against a decline.


Dividend Data

Dividend History
Date Dividend Yield %
2022-06-13 0.06 1.690141
2022-03-16 0.06 0.892857
2021-12-14 0.06 1.036269
2021-09-14 0.06 0.955414
2021-06-14 0.06 0.674157
2021-03-12 0.06 0.518583
2020-12-14 0.06 0.629591
2020-09-14 0.06 0.483092
2020-06-12 0.06 0.492207
2020-03-13 0.06 0.575264
2019-12-13 0.06 0.454201
2019-09-13 0.06 0.398936
2019-06-13 0.06 0.384862
2019-03-14 0.06 0.407332
2018-12-13 0.06 0.410397
2018-09-13 0.06 0.380228
2018-06-14 0.06 0.364963
2018-03-14 0.06 0.350672
2017-11-16 0.06 0.360794
2017-09-14 0.06 0.470219
2017-06-13 0.06 0.454890
2017-03-13 0.06 0.427960
2016-12-13 0.06 0.380952
2016-09-13 0.06 0.446761
2016-06-13 0.06 0.483092
2016-03-11 0.05 0.318471
2015-12-29 0.05 0.223115
Additional Data
exDividendDate 2022-06-13
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
lastDividendValue 0.06
lastDividendDate 2022-06-13
dividendDate 2022-07-05

Info Dump

Attribute Value
52 Week Change 0.4606501
Address1 1,401 N. Westshore Blvd.
All Time High 36.5
All Time Low 1.12
Ask 35.08
Ask Size 100
Audit Risk 7
Average Daily Volume10 Day 249,280
Average Daily Volume3 Month 377,991
Average Volume 377,991
Average Volume10Days 249,280
Beta 0.914
Bid 32.45
Bid Size 200
Board Risk 8
Book Value 19.666
City Tampa
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 5
Country United States
Crypto Tradeable 0
Currency USD
Current Price 33.86
Current Ratio 0.817
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 34.6501
Day Low 33.855
Debt To Equity 16.176
Display Name Heritage Insurance
Dividend Date 1,656,979,200
Earnings Call Timestamp End 1,786,021,200
Earnings Call Timestamp Start 1,786,021,200
Earnings Growth 0.323
Earnings Quarterly Growth 0.285
Earnings Timestamp 1,785,960,000
Earnings Timestamp End 1,793,822,400
Earnings Timestamp Start 1,793,822,400
Ebitda 307,409,984
Ebitda Margins 0.35970002
Enterprise To Ebitda 1.567
Enterprise To Revenue 0.564
Enterprise Value 481,726,944
Eps Current Year 5.175
Eps Forward 5.18333
Eps Trailing Twelve Months 6.95
Esg Populated 0
Ex Dividend Date 1,655,078,400
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 29.2332
Fifty Day Average Change 4.6268005
Fifty Day Average Change Percent 0.15827212
Fifty Two Week Change Percent 46.06501
Fifty Two Week High 36.5
Fifty Two Week High Change -2.6399994
Fifty Two Week High Change Percent -0.072328754
Fifty Two Week Low 20.48
Fifty Two Week Low Change 13.380001
Fifty Two Week Low Change Percent 0.6533204
Fifty Two Week Range 20.48 - 36.5
Financial Currency USD
First Trade Date Milliseconds 1,400,851,800,000
Five Year Avg Dividend Yield 3.46
Float Shares 22,082,439
Forward Eps 5.18333
Forward P E 6.5324802
Free Cashflow 257,338,000
Full Exchange Name NYSE
Full Time Employees 542
Fullday Change -0.290001
Fullday Change Percent -0.849197
Fullday Price 34.7657
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.45389
Gross Profits 387,912,000
Has Pre Post Market Data 1
Held Percent Insiders 0.20036
Held Percent Institutions 0.68171
Implied Shares Outstanding 29,732,416
Industry Insurance - Property & Casualty
Industry Disp Insurance - Property & Casualty
Industry Key insurance-property-casualty
Is Earnings Date Estimate 1
Language en-US
Last Dividend Date 1,655,078,400
Last Dividend Value 0.06
Last Fiscal Year End 1,767,139,200
Long Business Summary 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, Hawaii, 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.
Long Name Heritage Insurance Holdings, Inc.
Market us_market
Market Cap 1,006,739,648
Market State CLOSED
Max Age 86,400
Message Board Id finmb_262391792
Most Recent Quarter 1,782,777,600
Net Income To Common 215,290,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 1,015,362,006
Number Of Analyst Opinions 2
Open 34.14
Operating Cashflow 304,662,016
Operating Margins 0.39147
Overall Risk 6
Payout Ratio 0.0
Phone 727 362 7200
Post Market Change 0.9057007
Post Market Change Percent 2.6748395
Post Market Price 34.7657
Post Market Time 1,787,959,804
Previous Close 34.15
Price Eps Current Year 6.542995
Price Hint 2
Price To Book 1.7217532
Price To Sales Trailing12 Months 1.177983
Profit Margins 0.25191
Quick Ratio 0.379
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -0.290001
Regular Market Change Percent -0.849197
Regular Market Day High 34.6501
Regular Market Day Low 33.855
Regular Market Day Range 33.855 - 34.6501
Regular Market Open 34.14
Regular Market Previous Close 34.15
Regular Market Price 33.86
Regular Market Time 1,787,947,203
Regular Market Volume 195,277
Return On Assets 0.07379
Return On Equity 0.45275003
Revenue Growth 0.03
Revenue Per Share 27.893
Sand P52 Week Change 0.20504117
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 4
Shares Outstanding 29,732,416
Shares Percent Shares Out 0.0223
Shares Short 661,848
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 918,505
Short Name Heritage Insurance Holdings, In
Short Percent Of Float 0.024600001
Short Ratio 1.97
Source Interval 15
State FL
Symbol HRTG
Target High Price 42.0
Target Low Price 36.0
Target Mean Price 39.0
Target Median Price 39.0
Total Cash 587,596,992
Total Cash Per Share 20.354
Total Debt 91,834,000
Total Revenue 854,630,016
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 6.95
Trailing P E 4.8719425
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 27.1735
Two Hundred Day Average Change 6.6865005
Two Hundred Day Average Change Percent 0.24606696
Type Disp Equity
Volume 195,277
Website https://www.heritagepci.com
Zip 33,607