Heritage Insurance Holdings, Inc. (HRTG) Stock

Heritage Insurance Holdings, Inc. (HRTG) is a Financials stock trading at $23.24 (as of 2026-06-18), with a market capitalization of $657.99M and a trailing P/E of 3.4. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Heritage Insurance Holdings, Inc. and its subsidiaries provide residential property insurance for personal and commercial customers, offering policies for homeowners, condominium owners, and rental properties, including certain wind-only coverage, across multiple states. The company distributes coverage through independent agents, wholesale partners, and a direct agency arrangement.

Valuation — source: SEC EDGAR (first-party)
Price$23.24
Market Cap$657.99M
P/E Ratio3.4
EV / EBITDA0.9
Price / Book1.31
Price / Sales0.80
DCF Value (model)$158.70
DCF Upside vs Price582.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$847.33M
Net Margin23.1%
Return on Equity38.7%
Debt / Equity0.15
Revenue Growth (YoY)3.7%
EPS Growth (YoY)214.9%
FCF Growth (YoY)120.8%
Valuation vs Sector & Industry
Stock P/E3.4
Sector P/E (Financials)14.2
Industry P/E (Insurance)11.8
vs Sector-75.8%
vs Industry-70.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($57.50M)
Institutional Holders Tracked10
Company
SectorFinancials
IndustryInsurance
CEOErnesto Jose Garateix
Employees540
CountryUS
IPO Date2014-05-23

Related Companies (Business model: Property & Casualty Insurer; 8 closest by market cap)

  • Root, Inc. (ROOT)
  • Safety Insurance Group, Inc. (SAFT)
  • International General Insurance Holdings Ltd. (IGIC)
  • Ategrity Specialty Holdings LLC (ASIC)
  • Bowhead Specialty Holdings Inc. (BOW)
  • Employers Holdings, Inc. (EIG)
  • Hippo Holdings Inc. (HIPO)
  • AMERISAFE, Inc. (AMSF)
HRTG earnings history · HRTG institutional & insider holders · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-06-18.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.