Heritage Insurance Holdings, Inc. (HRTG)

Last Closing Price: 20.88 (2026-06-03)

Profile
Ticker
HRTG
Security Name
Heritage Insurance Holdings, Inc.
Exchange
NYSE
Sector
Financial Services
Industry
Insurance - Property & Casualty
Free Float
25,737,000
Market Capitalization
643,420,000
Average Volume (Last 20 Days)
571,238
Beta (Past 60 Months)
0.91
Percentage Held By Insiders (Latest Annual Proxy Report)
15.20
Percentage Held By Institutions (Latest 13F Reports)
59.03
Recent Price/Volume
Closing Price
20.88
Opening Price
20.83
High Price
21.11
Low Price
20.48
Volume
570,000
Previous Closing Price
21.20
Previous Opening Price
21.34
Previous High Price
21.62
Previous Low Price
20.96
Previous Volume
602,000
High/Low Price
52-Week High Price
31.98
26-Week High Price
31.16
13-Week High Price
31.16
4-Week High Price
29.39
2-Week High Price
24.49
1-Week High Price
22.51
52-Week Low Price
16.82
26-Week Low Price
20.48
13-Week Low Price
20.48
4-Week Low Price
20.48
2-Week Low Price
20.48
1-Week Low Price
20.48
High/Low Volume
52-Week High Volume
1,937,000
26-Week High Volume
1,789,000
13-Week High Volume
1,789,000
4-Week High Volume
1,789,000
2-Week High Volume
602,000
1-Week High Volume
602,000
52-Week Low Volume
93,000
26-Week Low Volume
93,000
13-Week Low Volume
98,000
4-Week Low Volume
269,000
2-Week Low Volume
269,000
1-Week Low Volume
309,000
Money Flow
Total Money Flow, Past 52 Weeks
2,412,704,310
Total Money Flow, Past 26 Weeks
1,005,215,462
Total Money Flow, Past 13 Weeks
558,464,411
Total Money Flow, Past 4 Weeks
245,507,272
Total Money Flow, Past 2 Weeks
84,619,557
Total Money Flow, Past Week
54,158,143
Total Money Flow, 1 Day
11,869,300
Total Volume
Total Volume, Past 52 Weeks
96,898,000
Total Volume, Past 26 Weeks
38,850,000
Total Volume, Past 13 Weeks
22,228,000
Total Volume, Past 4 Weeks
10,815,000
Total Volume, Past 2 Weeks
3,845,000
Total Volume, Past Week
2,524,000
Percent Change in Price
Percent Change in Price, Past 52 Weeks
-13.18
Percent Change in Price, Past 26 Weeks
-25.83
Percent Change in Price, Past 13 Weeks
-25.93
Percent Change in Price, Past 4 Weeks
-27.30
Percent Change in Price, Past 2 Weeks
-10.27
Percent Change in Price, Past Week
-5.78
Percent Change in Price, 1 Day
-1.51
New High/Low in Price
Reached New 52-Week High Price
False
Reached New 26-Week High Price
False
Reached New 13-Week High Price
False
Reached New 4-Week High Price
False
Reached New 2-Week High Price
False
Reached New 1-Week High Price
False
Reached New 52-Week Low Price
False
Reached New 26-Week Low Price
True
Reached New 13-Week Low Price
True
Reached New 4-Week Low Price
True
Reached New 2-Week Low Price
True
Reached New 1-Week Low Price
True
Consecutive Days/Weeks of Increasing/Decreasing Price
Consecutive Days of Increasing Price
0
Consecutive Weeks of Increasing Price
0
Consecutive Days of Decreasing Price
8
Consecutive Weeks of Decreasing Price
2
Consecutive Days/Weeks of Increasing/Decreasing Volume
Consecutive Days of Increasing Volume
0
Consecutive Weeks of Increasing Volume
1
Consecutive Days of Decreasing Volume
1
Consecutive Weeks of Decreasing Volume
0
New High/Low in Volume
Had New 52-Week High Volume
False
Had New 26-Week High Volume
False
Had New 13-Week High Volume
False
Had New 4-Week High Volume
False
Had New 2-Week High Volume
False
Had New 1-Week High Volume
False
Had New 52-Week Low Volume
False
Had New 26-Week Low Volume
False
Had New 13-Week Low Volume
False
Had New 4-Week Low Volume
False
Had New 2-Week Low Volume
False
Had New 1-Week Low Volume
False
Moving Averages
Simple Moving Average (5-Day)
21.43
Simple Moving Average (10-Day)
22.15
Simple Moving Average (20-Day)
23.05
Simple Moving Average (50-Day)
25.63
Simple Moving Average (100-Day)
25.99
Simple Moving Average (200-Day)
26.02
Previous Simple Moving Average (5-Day)
21.68
Previous Simple Moving Average (10-Day)
22.38
Previous Simple Moving Average (20-Day)
23.45
Previous Simple Moving Average (50-Day)
25.75
Previous Simple Moving Average (100-Day)
26.06
Previous Simple Moving Average (200-Day)
26.03
Technical Indicators
MACD (12, 26, 9)
-1.41
MACD (12, 26, 9) Signal
-1.27
Previous MACD (12, 26, 9)
-1.38
Previous MACD (12, 26, 9) Signal
-1.23
RSI (14-Day)
29.28
Previous RSI (14-Day)
30.59
Stochastic (14, 3, 3) %K
5.70
Stochastic (14, 3, 3) %D
7.57
Previous Stochastic (14, 3, 3) %K
4.95
Previous Stochastic (14, 3, 3) %D
11.22
Upper Bollinger Band (20, 2)
26.94
Lower Bollinger Band (20, 2)
19.16
Previous Upper Bollinger Band (20, 2)
28.00
Previous Lower Bollinger Band (20, 2)
18.91
Income Statement Financials
Quarterly Revenue (MRQ)
212,658,000
Quarterly Net Income (MRQ)
36,483,000
Previous Quarterly Revenue (QoQ)
215,316,000
Previous Quarterly Revenue (YoY)
211,520,000
Previous Quarterly Net Income (QoQ)
66,675,000
Previous Quarterly Net Income (YoY)
30,474,000
Revenue (MRY)
847,330,000
Net Income (MRY)
195,594,000
Previous Annual Revenue
816,985,000
Previous Net Income
61,539,000
Cost of Goods Sold (MRY)
487,207,000
Gross Profit (MRY)
360,123,000
Operating Expenses (MRY)
580,179,000
Operating Income (MRY)
267,151,000
Non-Operating Income/Expense (MRY)
-7,887,000
Pre-Tax Income (MRY)
259,264,000
Normalized Pre-Tax Income (MRY)
259,264,000
Income after Taxes (MRY)
195,594,000
Income from Continuous Operations (MRY)
195,594,000
Consolidated Net Income/Loss (MRY)
195,594,000
Normalized Income after Taxes (MRY)
195,594,000
EBIT (MRY)
267,151,000
EBITDA (MRY)
279,434,000
Balance Sheet Financials
Current Assets (MRQ)
1,083,066,000
Property, Plant, and Equipment (MRQ)
28,447,000
Long-Term Assets (MRQ)
919,612,000
Total Assets (MRQ)
2,020,984,000
Current Liabilities (MRQ)
1,355,268,000
Long-Term Debt (MRQ)
77,613,000
Long-Term Liabilities (MRQ)
123,909,000
Total Liabilities (MRQ)
1,500,612,000
Common Equity (MRQ)
520,372,000
Tangible Shareholders Equity (MRQ)
491,728,900
Shareholders Equity (MRQ)
520,372,000
Common Shares Outstanding (MRQ)
30,335,000
Cash Flow Statement Financials
Cash Flow from Operating Activities (MRY)
182,238,000
Cash Flow from Investing Activities (MRY)
-32,673,000
Cash Flow from Financial Activities (MRY)
-40,629,000
Beginning Cash (MRY)
463,645,000
End Cash (MRY)
572,581,000
Increase/Decrease in Cash (MRY)
108,936,000
Fundamental Ratios
PE Ratio (Current Year Earnings Estimate)
4.90
PE Ratio (Trailing 12 Months)
3.25
PEG Ratio (Long Term Growth Estimate)
Price to Sales Ratio (Trailing 12 Months)
0.76
Price to Book Ratio (Most Recent Quarterly Book Value per Share)
1.24
Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
3.15
Pre-Tax Margin (Trailing 12 Months)
31.62
Net Margin (Trailing 12 Months)
23.76
Return on Equity (Trailing 12 Months)
43.68
Return on Assets (Trailing 12 Months)
8.84
Current Ratio (Most Recent Fiscal Quarter)
0.80
Quick Ratio (Most Recent Fiscal Quarter)
0.80
Debt to Common Equity (Most Recent Fiscal Quarter)
0.15
Inventory Turnover (Trailing 12 Months)
Book Value per Share (Most Recent Fiscal Quarter)
16.34
Earnings
Fiscal Period End, Next Quarterly Earnings Report
2026-06-30
Quarterly Earnings per Share Estimate
0.99
Next Expected Quarterly Earnings Report Date
2026-08-04
Days Until Next Expected Quarterly Earnings Report
61
Fiscal Period End, Last Quarterly Earnings Report
2026-03-31
Last Quarterly Earnings per Share Estimate
1.53
Last Quarterly Earnings per Share
1.19
Last Quarterly Earnings Report Date
2026-05-07
Days Since Last Quarterly Earnings Report
28
Earnings per Share (Most Recent Fiscal Year)
6.32
Diluted Earnings per Share (Trailing 12 Months)
6.52
Dividends
Last Dividend Date
Last Dividend Amount
Days Since Last Dividend
Annual Dividend (Based on Last Quarter)
0.00
Dividend Yield (Based on Last Quarter)
0.00
Percent Growth in Revenue/Net Income
Percent Growth in Quarterly Revenue (QoQ)
-1.23
Percent Growth in Quarterly Revenue (YoY)
0.54
Percent Growth in Annual Revenue
3.71
Percent Growth in Quarterly Net Income (QoQ)
-45.28
Percent Growth in Quarterly Net Income (YoY)
19.72
Percent Growth in Annual Net Income
217.84
New High/Low in Revenue/Net Income
New 5-Year High Annual Revenue
True
New 5-Year Low Annual Revenue
False
New 5-Year High Quarterly Revenue (QoQ)
False
New 5-Year Low Quarterly Revenue (QoQ)
False
New 5-Year High Quarterly Revenue (YoY)
True
New 5-Year Low Quarterly Revenue (YoY)
False
New 5-Year High Annual Net Income
True
New 5-Year Low Annual Net Income
False
New 5-Year High Quarterly Net Income (QoQ)
False
New 5-Year Low Quarterly Net Income (QoQ)
False
New 5-Year High Quarterly Net Income (YoY)
True
New 5-Year Low Quarterly Net Income (YoY)
False
Consecutive Quarters/Years of Increasing/Decreasing Revenue/Net Income
Consecutive Quarters of Increasing Revenue (QoQ)
0
Consecutive Quarters of Decreasing Revenue (QoQ)
1
Consecutive Quarters of Increasing Revenue (YoY)
14
Consecutive Quarters of Decreasing Revenue (YoY)
0
Consecutive Years of Increasing Revenue
8
Consecutive Years of Decreasing Revenue
0
Consecutive Quarters of Increasing Net Income (QoQ)
0
Consecutive Quarters of Decreasing Net Income (QoQ)
1
Consecutive Quarters of Increasing Net Income (YoY)
5
Consecutive Quarters of Decreasing Net Income (YoY)
0
Consecutive Years of Increasing Net Income
3
Consecutive Years of Decreasing Net Income
0
Splits
Last Split Date (if within past year)
Last Split Ratio (if within past year)
Days Since Last Split (if within past year)
Volatility Metrics
Historical Volatility (Close-to-Close) (10-Day)
0.0692
Historical Volatility (Close-to-Close) (20-Day)
0.3249
Historical Volatility (Close-to-Close) (30-Day)
0.8398
Historical Volatility (Close-to-Close) (60-Day)
0.6439
Historical Volatility (Close-to-Close) (90-Day)
0.5741
Historical Volatility (Close-to-Close) (120-Day)
0.5997
Historical Volatility (Close-to-Close) (150-Day)
0.5533
Historical Volatility (Close-to-Close) (180-Day)
0.5379
Historical Volatility (Parkinson) (10-Day)
0.3303
Historical Volatility (Parkinson) (20-Day)
0.3917
Historical Volatility (Parkinson) (30-Day)
0.5348
Historical Volatility (Parkinson) (60-Day)
0.4560
Historical Volatility (Parkinson) (90-Day)
0.4599
Historical Volatility (Parkinson) (120-Day)
0.4703
Historical Volatility (Parkinson) (150-Day)
0.4577
Historical Volatility (Parkinson) (180-Day)
0.4459
Implied Volatility (Calls) (10-Day)
0.3298
Implied Volatility (Calls) (20-Day)
0.3689
Implied Volatility (Calls) (30-Day)
0.4470
Implied Volatility (Calls) (60-Day)
0.5784
Implied Volatility (Calls) (90-Day)
0.6197
Implied Volatility (Calls) (120-Day)
0.6355
Implied Volatility (Calls) (150-Day)
0.6183
Implied Volatility (Calls) (180-Day)
0.6008
Implied Volatility (Puts) (10-Day)
0.6474
Implied Volatility (Puts) (20-Day)
0.6142
Implied Volatility (Puts) (30-Day)
0.5476
Implied Volatility (Puts) (60-Day)
0.4967
Implied Volatility (Puts) (90-Day)
0.5760
Implied Volatility (Puts) (120-Day)
0.6186
Implied Volatility (Puts) (150-Day)
0.6127
Implied Volatility (Puts) (180-Day)
0.6071
Implied Volatility (Mean) (10-Day)
0.4886
Implied Volatility (Mean) (20-Day)
0.4915
Implied Volatility (Mean) (30-Day)
0.4973
Implied Volatility (Mean) (60-Day)
0.5376
Implied Volatility (Mean) (90-Day)
0.5978
Implied Volatility (Mean) (120-Day)
0.6270
Implied Volatility (Mean) (150-Day)
0.6155
Implied Volatility (Mean) (180-Day)
0.6039
Put-Call Implied Volatility Ratio (10-Day)
1.9632
Put-Call Implied Volatility Ratio (20-Day)
1.6650
Put-Call Implied Volatility Ratio (30-Day)
1.2250
Put-Call Implied Volatility Ratio (60-Day)
0.8588
Put-Call Implied Volatility Ratio (90-Day)
0.9296
Put-Call Implied Volatility Ratio (120-Day)
0.9734
Put-Call Implied Volatility Ratio (150-Day)
0.9909
Put-Call Implied Volatility Ratio (180-Day)
1.0104
Implied Volatility Skew (10-Day)
-0.0905
Implied Volatility Skew (20-Day)
-0.0651
Implied Volatility Skew (30-Day)
-0.0143
Implied Volatility Skew (60-Day)
0.0408
Implied Volatility Skew (90-Day)
0.0108
Implied Volatility Skew (120-Day)
-0.0066
Implied Volatility Skew (150-Day)
-0.0073
Implied Volatility Skew (180-Day)
-0.0082
Option Statistics
Put-Call Ratio (Volume) (10-Day)
0.5000
Put-Call Ratio (Volume) (20-Day)
0.5172
Put-Call Ratio (Volume) (30-Day)
0.5517
Put-Call Ratio (Volume) (60-Day)
0.7016
Put-Call Ratio (Volume) (90-Day)
0.8921
Put-Call Ratio (Volume) (120-Day)
0.8571
Put-Call Ratio (Volume) (150-Day)
0.5275
Put-Call Ratio (Volume) (180-Day)
0.1978
Put-Call Ratio (Open Interest) (10-Day)
0.1761
Put-Call Ratio (Open Interest) (20-Day)
0.1597
Put-Call Ratio (Open Interest) (30-Day)
0.1269
Put-Call Ratio (Open Interest) (60-Day)
0.2608
Put-Call Ratio (Open Interest) (90-Day)
0.5977
Put-Call Ratio (Open Interest) (120-Day)
0.8824
Put-Call Ratio (Open Interest) (150-Day)
1.0987
Put-Call Ratio (Open Interest) (180-Day)
1.3150
Percentiles Within Industry of Price Performance
Percentile Within Industry, Percent Change in Price, Past 52 Weeks
26.19
Percentile Within Industry, Percent Change in Price, Past 26 Weeks
9.52
Percentile Within Industry, Percent Change in Price, Past 13 Weeks
4.76
Percentile Within Industry, Percent Change in Price, Past 4 Weeks
4.76
Percentile Within Industry, Percent Change in Price, Past 2 Weeks
14.29
Percentile Within Industry, Percent Change in Price, Past Week
23.81
Percentile Within Industry, Percent Change in Price, 1 Day
52.38
Percentiles Within Industry of Revenue/Net Income Growth
Percentile Within Industry, Percent Growth in Quarterly Revenue (QoQ)
59.52
Percentile Within Industry, Percent Growth in Quarterly Revenue (YoY)
35.71
Percentile Within Industry, Percent Growth in Annual Revenue
26.19
Percentile Within Industry, Percent Growth in Quarterly Net Income (QoQ)
23.81
Percentile Within Industry, Percent Growth in Quarterly Net Income (YoY)
47.62
Percentile Within Industry, Percent Growth in Annual Net Income
95.24
Percentiles Within Industry of Fundamental Ratios and Percentages
Percentile Within Industry, PE Ratio (Current Year Earnings Estimate)
2.70
Percentile Within Industry, PE Ratio (Trailing 12 Months)
2.56
Percentile Within Industry, PEG Ratio (Long Term Growth Estimate)
Percentile Within Industry, Price to Sales Ratio (Trailing 12 Months)
23.81
Percentile Within Industry, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
40.48
Percentile Within Industry, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
5.00
Percentile Within Industry, Pre-Tax Margin (Trailing 12 Months)
85.71
Percentile Within Industry, Net Margin (Trailing 12 Months)
85.71
Percentile Within Industry, Return on Equity (Trailing 12 Months)
97.62
Percentile Within Industry, Return on Assets (Trailing 12 Months)
88.10
Percentile Within Industry, Current Ratio (Most Recent Fiscal Quarter)
80.95
Percentile Within Industry, Quick Ratio (Most Recent Fiscal Quarter)
80.95
Percentile Within Industry, Debt to Common Equity (Most Recent Fiscal Quarter)
45.24
Percentile Within Industry, Inventory Turnover (Trailing 12 Months)
Percentile Within Industry, Dividend Yield (Based on Last Quarter)
35.71
Percentile Within Industry, Percentage Held By Insiders (Latest Annual Proxy Report)
72.50
Percentile Within Industry, Percentage Held By Institutions (Latest 13F Reports)
28.95
Percentiles Within Sector of Price Performance
Percentile Within Sector, Percent Change in Price, Past 52 Weeks
22.51
Percentile Within Sector, Percent Change in Price, Past 26 Weeks
12.98
Percentile Within Sector, Percent Change in Price, Past 13 Weeks
6.08
Percentile Within Sector, Percent Change in Price, Past 4 Weeks
2.07
Percentile Within Sector, Percent Change in Price, Past 2 Weeks
8.15
Percentile Within Sector, Percent Change in Price, Past Week
15.19
Percentile Within Sector, Percent Change in Price, 1 Day
69.20
Percentiles Within Sector of Revenue/Net Income Growth
Percentile Within Sector, Percent Growth in Quarterly Revenue (QoQ)
55.69
Percentile Within Sector, Percent Growth in Quarterly Revenue (YoY)
26.99
Percentile Within Sector, Percent Growth in Annual Revenue
39.09
Percentile Within Sector, Percent Growth in Quarterly Net Income (QoQ)
18.65
Percentile Within Sector, Percent Growth in Quarterly Net Income (YoY)
49.78
Percentile Within Sector, Percent Growth in Annual Net Income
93.44
Percentiles Within Sector of Fundamental Ratios and Percentages
Percentile Within Sector, PE Ratio (Current Year Earnings Estimate)
2.82
Percentile Within Sector, PE Ratio (Trailing 12 Months)
1.61
Percentile Within Sector, PEG Ratio (Long Term Growth Estimate)
Percentile Within Sector, Price to Sales Ratio (Trailing 12 Months)
11.39
Percentile Within Sector, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
51.00
Percentile Within Sector, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
3.72
Percentile Within Sector, Pre-Tax Margin (Trailing 12 Months)
80.82
Percentile Within Sector, Net Margin (Trailing 12 Months)
79.49
Percentile Within Sector, Return on Equity (Trailing 12 Months)
97.48
Percentile Within Sector, Return on Assets (Trailing 12 Months)
91.61
Percentile Within Sector, Current Ratio (Most Recent Fiscal Quarter)
25.71
Percentile Within Sector, Quick Ratio (Most Recent Fiscal Quarter)
26.90
Percentile Within Sector, Debt to Common Equity (Most Recent Fiscal Quarter)
42.18
Percentile Within Sector, Inventory Turnover (Trailing 12 Months)
Percentile Within Sector, Dividend Yield (Based on Last Quarter)
27.35
Percentile Within Sector, Percentage Held By Insiders (Latest Annual Proxy Report)
76.13
Percentile Within Sector, Percentage Held By Institutions (Latest 13F Reports)
54.28
Percentiles Within Market of Price Performance
Percentile Within Market, Percent Change in Price, Past 52 Weeks
22.22
Percentile Within Market, Percent Change in Price, Past 26 Weeks
14.70
Percentile Within Market, Percent Change in Price, Past 13 Weeks
8.15
Percentile Within Market, Percent Change in Price, Past 4 Weeks
3.69
Percentile Within Market, Percent Change in Price, Past 2 Weeks
7.68
Percentile Within Market, Percent Change in Price, Past Week
13.56
Percentile Within Market, Percent Change in Price, 1 Day
33.58
Percentiles Within Market of Revenue/Net Income Growth
Percentile Within Market, Percent Growth in Quarterly Revenue (QoQ)
48.51
Percentile Within Market, Percent Growth in Quarterly Revenue (YoY)
29.32
Percentile Within Market, Percent Growth in Annual Revenue
43.43
Percentile Within Market, Percent Growth in Quarterly Net Income (QoQ)
25.79
Percentile Within Market, Percent Growth in Quarterly Net Income (YoY)
58.24
Percentile Within Market, Percent Growth in Annual Net Income
93.44
Percentiles Within Market of Fundamental Ratios and Percentages
Percentile Within Market, PE Ratio (Current Year Earnings Estimate)
2.70
Percentile Within Market, PE Ratio (Trailing 12 Months)
1.78
Percentile Within Market, PEG Ratio (Long Term Growth Estimate)
Percentile Within Market, Price to Sales Ratio (Trailing 12 Months)
22.62
Percentile Within Market, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
32.97
Percentile Within Market, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
8.63
Percentile Within Market, Pre-Tax Margin (Trailing 12 Months)
90.62
Percentile Within Market, Net Margin (Trailing 12 Months)
88.53
Percentile Within Market, Return on Equity (Trailing 12 Months)
95.75
Percentile Within Market, Return on Assets (Trailing 12 Months)
84.24
Percentile Within Market, Current Ratio (Most Recent Fiscal Quarter)
15.52
Percentile Within Market, Quick Ratio (Most Recent Fiscal Quarter)
23.06
Percentile Within Market, Debt to Common Equity (Most Recent Fiscal Quarter)
46.69
Percentile Within Market, Inventory Turnover (Trailing 12 Months)
Percentile Within Market, Dividend Yield (Based on Last Quarter)
61.84
Percentile Within Market, Percentage Held By Insiders (Latest Annual Proxy Report)
71.95
Percentile Within Market, Percentage Held By Institutions (Latest 13F Reports)
51.37