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Heritage Insurance Holdings, Inc. (HRTG)

Heritage Insurance Holdings, Inc. at a glance — key fundamentals, SEC filings, insider buying and selling, and earnings dates.

Heritage Insurance Holdings, Inc. (HRTG) is a Insurance - Property & Casualty company based in US with a market capitalization of $667.4M. Revenue grew 3.7% year-over-year and the company generated $174.2M in free cash flow. This page tracks HRTG's SEC filings, insider buying and selling, earnings dates, and key fundamentals in one place.

US · 540 employees · IPO May 23, 2014

Valuation

Valuation & price

$23.42 · as of May 17, 2026 · -24.8% vs 52w high

3.7

P/E ratio

Latest-FY diluted EPS

1.32

P/B ratio

Market cap ÷ book equity

—

Dividend yield

Price — last 12 months

$31.14$25.08$19.02Jul 25Dec 25Jun 26Jul 7, 25$23.16Jul 9, 25$22.25Jul 11, 25$21.08Jul 15, 25$21.31Jul 17, 25$21.54Jul 21, 25$21.93Jul 23, 25$21.94Jul 25, 25$20.58Jul 29, 25$20.63Jul 31, 25$21.09Aug 4, 25$21.21Aug 6, 25$19.02Aug 8, 25$21.45Aug 12, 25$21.70Aug 14, 25$22.45Aug 19, 25$21.46Aug 21, 25$23.07Aug 25, 25$21.77Aug 27, 25$22.23Aug 29, 25$22.77Sep 3, 25$24.10Sep 5, 25$24.09Sep 9, 25$23.81Sep 11, 25$23.88Sep 15, 25$24.09Sep 17, 25$24.87Sep 19, 25$28.40Sep 23, 25$27.28Sep 25, 25$23.94Sep 29, 25$24.36Oct 2, 25$23.37Oct 6, 25$24.84Oct 8, 25$25.93Oct 10, 25$25.34Oct 14, 25$27.83Oct 16, 25$23.94Oct 20, 25$23.21Oct 22, 25$23.38Oct 24, 25$24.41Oct 28, 25$23.09Oct 30, 25$23.33Nov 3, 25$23.23Nov 5, 25$24.76Nov 7, 25$29.54Nov 11, 25$29.53Nov 14, 25$31.14Nov 18, 25$29.20Nov 20, 25$26.23Nov 24, 25$28.25Nov 26, 25$28.62Dec 1, 25$28.57Dec 3, 25$28.15Dec 5, 25$26.73Dec 9, 25$28.20Dec 11, 25$28.79Dec 15, 25$29.57Dec 17, 25$29.44Dec 19, 25$28.96Dec 23, 25$30.17Dec 26, 25$28.99Dec 31, 25$29.26Jan 5, 26$26.92Jan 7, 26$26.45Jan 9, 26$26.60Jan 13, 26$25.48Jan 15, 26$25.85Jan 20, 26$25.67Jan 22, 26$25.90Jan 26, 26$25.89Jan 28, 26$25.72Jan 30, 26$26.07Feb 3, 26$26.54Feb 5, 26$26.63Feb 9, 26$25.08Feb 11, 26$25.36Feb 17, 26$24.63Feb 19, 26$24.36Feb 23, 26$23.46Feb 25, 26$27.26Feb 27, 26$27.87Mar 3, 26$28.01Mar 5, 26$26.98Mar 9, 26$27.09Mar 11, 26$26.80Mar 13, 26$28.23Mar 17, 26$28.07Mar 19, 26$26.62Mar 23, 26$26.78Mar 25, 26$26.39Mar 27, 26$25.81Apr 1, 26$25.19Apr 6, 26$26.63Apr 8, 26$26.62Apr 10, 26$26.16Apr 14, 26$26.37Apr 16, 26$27.29Apr 20, 26$27.31Apr 22, 26$27.57Apr 24, 26$29.27Apr 28, 26$30.33Apr 30, 26$29.32May 4, 26$28.43May 6, 26$28.72May 8, 26$22.41May 12, 26$23.01May 15, 26$23.42May 19, 26$23.15May 21, 26$23.45May 26, 26$22.61May 28, 26$22.00Jun 1, 26$21.38Jun 3, 26$20.88Jun 5, 26$22.16Jun 9, 26$21.62Jun 11, 26$22.32Jun 15, 26$22.30Jun 17, 26$23.17Jun 22, 26$23.79Jun 24, 26$25.54Jun 30, 26$25.99
$19.0252-week range$31.14
Loading valuation history…

Fundamentals

Key fundamentals

$667.4M

Market cap

3.7%

Revenue growth (YoY)

63.0%

Gross margin

$174.2M

Free cash flow (USD)

-$558.9M

Net debt

Net cash position

1.0%

Share dilution

3/4

Graham criteria passed

Defensive-investor screen

Financial Services

Sector

Trajectory

Long-term trends

Revenue by year

2016 → 2025

FY 2016$439.0MFY 2017$406.6MFY 2018$480.2MFY 2019$511.3MFY 2020$593.4MFY 2021$631.6MFY 2022$662.5MFY 2023$735.5MFY 2024$817.0MFY 2025$847.3M
$439M$847.3M

Free cash flow by year

2016 → 2025

FY 2016$73.5MFY 2017$7.2MFY 2018$93.1MFY 2019$114.7MFY 2020$169.5MFY 2021$59.1MFY 2022$-46.6MFY 2023$60.5MFY 2024$78.9MFY 2025$174.2M
$73.5M$174.2M

Gross margin by year

2021 → 2025

FY 20219.2%FY 20220.8%FY 202319.3%FY 202421.9%FY 202563.0%
9.2%63.0%

Value screen

Graham defensive-investor tests

Computing the scorecard — refreshing any stale inputs…

1

Insider buys · 90 days

3

Insider sells · 90 days

Earnings

Last report: 10-Q filed May 8, 2026

Next expected: not yet scheduled

On the tape

Recent SEC & insider activity

  • Insider sellInsider Sell $224K · 10b5-1 PlanBinnun Sharon · Chief Accounting Officer · $224.1KJun 24, 2026Filing
  • 8-K eventAnnual Meeting ResultsJun 11, 2026Filing
  • 8-K eventReinsurance Program PlacementMay 29, 2026Filing
  • Insider buyInsider Buy $377KWHITING PAUL L · Director · $377KMay 20, 2026Filing
  • Quarterly report10-Q FiledMay 8, 2026Filing
  • 8-K eventEarnings ReleaseMay 7, 2026Filing
  • Insider sellInsider Sell $267K · 10b5-1 PlanBinnun Sharon · Chief Accounting Officer · $266.8KMay 5, 2026Filing
  • Insider sellInsider Sell $230K · 10b5-1 PlanGarateix Ernie J · Director, Chief Executive Officer · $229.7KApr 21, 2026Filing
  • Insider sellInsider Sell $237K · 10b5-1 PlanBinnun Sharon · Chief Accounting Officer · $236.6KApr 3, 2026Filing
  • Insider sellInsider Sell $1.3M · 10b5-1 PlanMoura Timothy · See Remarks · $1.3MApr 3, 2026Filing

Questions

Frequently asked questions

What is Heritage Insurance Holdings, Inc.'s market cap?

Heritage Insurance Holdings, Inc. (HRTG) has a market capitalization of $667.4M.

What is HRTG's P/E ratio?

HRTG trades at a price-to-earnings ratio of 3.7, based on its latest fiscal-year diluted earnings per share and the most recent cached price.

What is HRTG's price-to-book (P/B) ratio?

HRTG trades at 1.32 times book value per share.

Are insiders buying HRTG stock?

Yes — SEC Form 4 filings show 1 open-market insider buy and 3 sells at Heritage Insurance Holdings, Inc. in the last 90 days.

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Timeline

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News

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Data: SEC EDGAR filings and cached fundamental data; prices and ratios use the most recent cached quote and statements (may lag by up to a day). Educational and research purposes only. Not investment advice.