Heritage Insurance Holdings, Inc. (HRTG)

Last Closing Price: 28.32 (2025-12-04)

Profile
Ticker
HRTG
Security Name
Heritage Insurance Holdings, Inc.
Exchange
NYSE
Sector
Financial Services
Industry
Insurance - Property & Casualty
Free Float
26,213,000
Market Capitalization
870,160,000
Average Volume (Last 20 Days)
497,445
Beta (Past 60 Months)
0.96
Percentage Held By Insiders (Latest Annual Proxy Report)
15.20
Percentage Held By Institutions (Latest 13F Reports)
59.03
Recent Price/Volume
Closing Price
28.32
Opening Price
28.51
High Price
28.78
Low Price
28.27
Volume
164,000
Previous Closing Price
28.15
Previous Opening Price
28.50
Previous High Price
28.62
Previous Low Price
27.15
Previous Volume
440,000
High/Low Price
52-Week High Price
31.98
26-Week High Price
31.98
13-Week High Price
31.98
4-Week High Price
31.98
2-Week High Price
29.32
1-Week High Price
29.32
52-Week Low Price
9.89
26-Week Low Price
16.82
13-Week Low Price
22.01
4-Week Low Price
25.85
2-Week Low Price
25.85
1-Week Low Price
27.15
High/Low Volume
52-Week High Volume
1,937,000
26-Week High Volume
1,937,000
13-Week High Volume
1,786,000
4-Week High Volume
895,000
2-Week High Volume
895,000
1-Week High Volume
440,000
52-Week Low Volume
90,684
26-Week Low Volume
143,000
13-Week Low Volume
143,000
4-Week Low Volume
143,000
2-Week Low Volume
143,000
1-Week Low Volume
143,000
Money Flow
Total Money Flow, Past 52 Weeks
2,070,363,547
Total Money Flow, Past 26 Weeks
1,405,128,654
Total Money Flow, Past 13 Weeks
814,007,286
Total Money Flow, Past 4 Weeks
249,333,599
Total Money Flow, Past 2 Weeks
91,142,492
Total Money Flow, Past Week
36,703,537
Total Money Flow, 1 Day
4,666,893
Total Volume
Total Volume, Past 52 Weeks
95,359,422
Total Volume, Past 26 Weeks
57,922,000
Total Volume, Past 13 Weeks
31,152,000
Total Volume, Past 4 Weeks
8,630,000
Total Volume, Past 2 Weeks
3,243,000
Total Volume, Past Week
1,293,000
Percent Change in Price
Percent Change in Price, Past 52 Weeks
125.30
Percent Change in Price, Past 26 Weeks
16.54
Percent Change in Price, Past 13 Weeks
15.73
Percent Change in Price, Past 4 Weeks
1.69
Percent Change in Price, Past 2 Weeks
7.97
Percent Change in Price, Past Week
-2.51
Percent Change in Price, 1 Day
0.60
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
False
Reached New 13-Week Low Price
False
Reached New 4-Week Low Price
False
Reached New 2-Week Low Price
False
Reached New 1-Week Low Price
False
Consecutive Days/Weeks of Increasing/Decreasing Price
Consecutive Days of Increasing Price
1
Consecutive Weeks of Increasing Price
1
Consecutive Days of Decreasing Price
0
Consecutive Weeks of Decreasing Price
0
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)
28.46
Simple Moving Average (10-Day)
28.13
Simple Moving Average (20-Day)
28.83
Simple Moving Average (50-Day)
26.14
Simple Moving Average (100-Day)
24.39
Simple Moving Average (200-Day)
21.69
Previous Simple Moving Average (5-Day)
28.52
Previous Simple Moving Average (10-Day)
28.13
Previous Simple Moving Average (20-Day)
28.66
Previous Simple Moving Average (50-Day)
26.07
Previous Simple Moving Average (100-Day)
24.32
Previous Simple Moving Average (200-Day)
21.61
Technical Indicators
MACD (12, 26, 9)
0.66
MACD (12, 26, 9) Signal
0.85
Previous MACD (12, 26, 9)
0.71
Previous MACD (12, 26, 9) Signal
0.90
RSI (14-Day)
54.00
Previous RSI (14-Day)
53.16
Stochastic (14, 3, 3) %K
38.72
Stochastic (14, 3, 3) %D
41.25
Previous Stochastic (14, 3, 3) %K
40.08
Previous Stochastic (14, 3, 3) %D
44.10
Upper Bollinger Band (20, 2)
31.11
Lower Bollinger Band (20, 2)
26.56
Previous Upper Bollinger Band (20, 2)
31.54
Previous Lower Bollinger Band (20, 2)
25.77
Income Statement Financials
Quarterly Revenue (MRQ)
212,459,000
Quarterly Net Income (MRQ)
50,421,000
Previous Quarterly Revenue (QoQ)
208,035,000
Previous Quarterly Revenue (YoY)
211,849,000
Previous Quarterly Net Income (QoQ)
48,024,000
Previous Quarterly Net Income (YoY)
8,152,000
Revenue (MRY)
816,985,000
Net Income (MRY)
61,539,000
Previous Annual Revenue
735,498,000
Previous Net Income
45,307,000
Cost of Goods Sold (MRY)
638,237,000
Gross Profit (MRY)
178,748,000
Operating Expenses (MRY)
723,375,000
Operating Income (MRY)
93,610,000
Non-Operating Income/Expense (MRY)
-10,934,000
Pre-Tax Income (MRY)
82,676,000
Normalized Pre-Tax Income (MRY)
82,676,000
Income after Taxes (MRY)
61,540,000
Income from Continuous Operations (MRY)
61,540,000
Consolidated Net Income/Loss (MRY)
61,540,000
Normalized Income after Taxes (MRY)
61,540,000
EBIT (MRY)
93,610,000
EBITDA (MRY)
101,374,000
Balance Sheet Financials
Current Assets (MRQ)
1,473,263,000
Property, Plant, and Equipment (MRQ)
27,605,000
Long-Term Assets (MRQ)
875,757,900
Total Assets (MRQ)
2,367,424,000
Current Liabilities (MRQ)
1,802,215,000
Long-Term Debt (MRQ)
79,253,000
Long-Term Liabilities (MRQ)
105,547,000
Total Liabilities (MRQ)
1,930,171,000
Common Equity (MRQ)
437,253,000
Tangible Shareholders Equity (MRQ)
405,519,000
Shareholders Equity (MRQ)
437,253,000
Common Shares Outstanding (MRQ)
30,911,000
Cash Flow Statement Financials
Cash Flow from Operating Activities (MRY)
87,095,000
Cash Flow from Investing Activities (MRY)
-91,599,000
Cash Flow from Financial Activities (MRY)
-5,190,000
Beginning Cash (MRY)
473,339,000
End Cash (MRY)
463,645,000
Increase/Decrease in Cash (MRY)
-9,694,000
Fundamental Ratios
PE Ratio (Current Year Earnings Estimate)
5.48
PE Ratio (Trailing 12 Months)
5.83
PEG Ratio (Long Term Growth Estimate)
Price to Sales Ratio (Trailing 12 Months)
1.03
Price to Book Ratio (Most Recent Quarterly Book Value per Share)
2.00
Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
12.43
Pre-Tax Margin (Trailing 12 Months)
23.78
Net Margin (Trailing 12 Months)
17.72
Return on Equity (Trailing 12 Months)
41.44
Return on Assets (Trailing 12 Months)
6.23
Current Ratio (Most Recent Fiscal Quarter)
0.82
Quick Ratio (Most Recent Fiscal Quarter)
0.82
Debt to Common Equity (Most Recent Fiscal Quarter)
0.18
Inventory Turnover (Trailing 12 Months)
Book Value per Share (Most Recent Fiscal Quarter)
9.50
Earnings
Fiscal Period End, Next Quarterly Earnings Report
2025-12-31
Quarterly Earnings per Share Estimate
1.05
Next Expected Quarterly Earnings Report Date
2026-03-10
Days Until Next Expected Quarterly Earnings Report
95
Fiscal Period End, Last Quarterly Earnings Report
2025-09-30
Last Quarterly Earnings per Share Estimate
0.53
Last Quarterly Earnings per Share
1.63
Last Quarterly Earnings Report Date
2025-11-05
Days Since Last Quarterly Earnings Report
30
Earnings per Share (Most Recent Fiscal Year)
2.01
Diluted Earnings per Share (Trailing 12 Months)
4.83
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)
2.13
Percent Growth in Quarterly Revenue (YoY)
0.29
Percent Growth in Annual Revenue
11.08
Percent Growth in Quarterly Net Income (QoQ)
4.99
Percent Growth in Quarterly Net Income (YoY)
518.51
Percent Growth in Annual Net Income
35.83
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)
True
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)
True
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)
1
Consecutive Quarters of Decreasing Revenue (QoQ)
0
Consecutive Quarters of Increasing Revenue (YoY)
12
Consecutive Quarters of Decreasing Revenue (YoY)
0
Consecutive Years of Increasing Revenue
7
Consecutive Years of Decreasing Revenue
0
Consecutive Quarters of Increasing Net Income (QoQ)
4
Consecutive Quarters of Decreasing Net Income (QoQ)
0
Consecutive Quarters of Increasing Net Income (YoY)
3
Consecutive Quarters of Decreasing Net Income (YoY)
0
Consecutive Years of Increasing Net Income
2
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)
0.2203
Historical Volatility (Close-to-Close) (20-Day)
0.5063
Historical Volatility (Close-to-Close) (30-Day)
0.6379
Historical Volatility (Close-to-Close) (60-Day)
0.6309
Historical Volatility (Close-to-Close) (90-Day)
0.6900
Historical Volatility (Close-to-Close) (120-Day)
0.6468
Historical Volatility (Close-to-Close) (150-Day)
0.6270
Historical Volatility (Close-to-Close) (180-Day)
0.6159
Historical Volatility (Parkinson) (10-Day)
0.3070
Historical Volatility (Parkinson) (20-Day)
0.4978
Historical Volatility (Parkinson) (30-Day)
0.5424
Historical Volatility (Parkinson) (60-Day)
0.5094
Historical Volatility (Parkinson) (90-Day)
0.5429
Historical Volatility (Parkinson) (120-Day)
0.5182
Historical Volatility (Parkinson) (150-Day)
0.5482
Historical Volatility (Parkinson) (180-Day)
0.5468
Implied Volatility (Calls) (10-Day)
0.6136
Implied Volatility (Calls) (20-Day)
0.6020
Implied Volatility (Calls) (30-Day)
0.5787
Implied Volatility (Calls) (60-Day)
0.5604
Implied Volatility (Calls) (90-Day)
0.5812
Implied Volatility (Calls) (120-Day)
0.5950
Implied Volatility (Calls) (150-Day)
0.6009
Implied Volatility (Calls) (180-Day)
0.6068
Implied Volatility (Puts) (10-Day)
0.5543
Implied Volatility (Puts) (20-Day)
0.5371
Implied Volatility (Puts) (30-Day)
0.5028
Implied Volatility (Puts) (60-Day)
0.4853
Implied Volatility (Puts) (90-Day)
0.5333
Implied Volatility (Puts) (120-Day)
0.5616
Implied Volatility (Puts) (150-Day)
0.5671
Implied Volatility (Puts) (180-Day)
0.5726
Implied Volatility (Mean) (10-Day)
0.5839
Implied Volatility (Mean) (20-Day)
0.5695
Implied Volatility (Mean) (30-Day)
0.5407
Implied Volatility (Mean) (60-Day)
0.5228
Implied Volatility (Mean) (90-Day)
0.5573
Implied Volatility (Mean) (120-Day)
0.5783
Implied Volatility (Mean) (150-Day)
0.5840
Implied Volatility (Mean) (180-Day)
0.5897
Put-Call Implied Volatility Ratio (10-Day)
0.9033
Put-Call Implied Volatility Ratio (20-Day)
0.8922
Put-Call Implied Volatility Ratio (30-Day)
0.8687
Put-Call Implied Volatility Ratio (60-Day)
0.8659
Put-Call Implied Volatility Ratio (90-Day)
0.9176
Put-Call Implied Volatility Ratio (120-Day)
0.9440
Put-Call Implied Volatility Ratio (150-Day)
0.9438
Put-Call Implied Volatility Ratio (180-Day)
0.9436
Implied Volatility Skew (10-Day)
Implied Volatility Skew (20-Day)
Implied Volatility Skew (30-Day)
Implied Volatility Skew (60-Day)
0.1034
Implied Volatility Skew (90-Day)
0.0946
Implied Volatility Skew (120-Day)
0.0808
Implied Volatility Skew (150-Day)
0.0613
Implied Volatility Skew (180-Day)
0.0418
Option Statistics
Put-Call Ratio (Volume) (10-Day)
1.0000
Put-Call Ratio (Volume) (20-Day)
0.8326
Put-Call Ratio (Volume) (30-Day)
0.4978
Put-Call Ratio (Volume) (60-Day)
0.0456
Put-Call Ratio (Volume) (90-Day)
0.0159
Put-Call Ratio (Volume) (120-Day)
0.0519
Put-Call Ratio (Volume) (150-Day)
0.1630
Put-Call Ratio (Volume) (180-Day)
0.2741
Put-Call Ratio (Open Interest) (10-Day)
0.2261
Put-Call Ratio (Open Interest) (20-Day)
0.2192
Put-Call Ratio (Open Interest) (30-Day)
0.2054
Put-Call Ratio (Open Interest) (60-Day)
0.1777
Put-Call Ratio (Open Interest) (90-Day)
0.1605
Put-Call Ratio (Open Interest) (120-Day)
0.1298
Put-Call Ratio (Open Interest) (150-Day)
0.0839
Put-Call Ratio (Open Interest) (180-Day)
0.0379
Percentiles Within Industry of Price Performance
Percentile Within Industry, Percent Change in Price, Past 52 Weeks
100.00
Percentile Within Industry, Percent Change in Price, Past 26 Weeks
79.49
Percentile Within Industry, Percent Change in Price, Past 13 Weeks
92.31
Percentile Within Industry, Percent Change in Price, Past 4 Weeks
46.15
Percentile Within Industry, Percent Change in Price, Past 2 Weeks
87.18
Percentile Within Industry, Percent Change in Price, Past Week
56.41
Percentile Within Industry, Percent Change in Price, 1 Day
74.36
Percentiles Within Industry of Revenue/Net Income Growth
Percentile Within Industry, Percent Growth in Quarterly Revenue (QoQ)
32.43
Percentile Within Industry, Percent Growth in Quarterly Revenue (YoY)
16.22
Percentile Within Industry, Percent Growth in Annual Revenue
45.95
Percentile Within Industry, Percent Growth in Quarterly Net Income (QoQ)
32.43
Percentile Within Industry, Percent Growth in Quarterly Net Income (YoY)
94.59
Percentile Within Industry, Percent Growth in Annual Net Income
45.95
Percentiles Within Industry of Fundamental Ratios and Percentages
Percentile Within Industry, PE Ratio (Current Year Earnings Estimate)
6.06
Percentile Within Industry, PE Ratio (Trailing 12 Months)
2.86
Percentile Within Industry, PEG Ratio (Long Term Growth Estimate)
Percentile Within Industry, Price to Sales Ratio (Trailing 12 Months)
40.54
Percentile Within Industry, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
64.86
Percentile Within Industry, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
37.14
Percentile Within Industry, Pre-Tax Margin (Trailing 12 Months)
86.49
Percentile Within Industry, Net Margin (Trailing 12 Months)
83.78
Percentile Within Industry, Return on Equity (Trailing 12 Months)
100.00
Percentile Within Industry, Return on Assets (Trailing 12 Months)
78.38
Percentile Within Industry, Current Ratio (Most Recent Fiscal Quarter)
81.08
Percentile Within Industry, Quick Ratio (Most Recent Fiscal Quarter)
81.08
Percentile Within Industry, Debt to Common Equity (Most Recent Fiscal Quarter)
51.35
Percentile Within Industry, Inventory Turnover (Trailing 12 Months)
Percentile Within Industry, Dividend Yield (Based on Last Quarter)
35.90
Percentile Within Industry, Percentage Held By Insiders (Latest Annual Proxy Report)
74.29
Percentile Within Industry, Percentage Held By Institutions (Latest 13F Reports)
25.71
Percentiles Within Sector of Price Performance
Percentile Within Sector, Percent Change in Price, Past 52 Weeks
98.45
Percentile Within Sector, Percent Change in Price, Past 26 Weeks
60.93
Percentile Within Sector, Percent Change in Price, Past 13 Weeks
90.55
Percentile Within Sector, Percent Change in Price, Past 4 Weeks
31.31
Percentile Within Sector, Percent Change in Price, Past 2 Weeks
59.52
Percentile Within Sector, Percent Change in Price, Past Week
12.98
Percentile Within Sector, Percent Change in Price, 1 Day
66.43
Percentiles Within Sector of Revenue/Net Income Growth
Percentile Within Sector, Percent Growth in Quarterly Revenue (QoQ)
41.78
Percentile Within Sector, Percent Growth in Quarterly Revenue (YoY)
28.42
Percentile Within Sector, Percent Growth in Annual Revenue
52.94
Percentile Within Sector, Percent Growth in Quarterly Net Income (QoQ)
47.86
Percentile Within Sector, Percent Growth in Quarterly Net Income (YoY)
95.01
Percentile Within Sector, Percent Growth in Annual Net Income
73.15
Percentiles Within Sector of Fundamental Ratios and Percentages
Percentile Within Sector, PE Ratio (Current Year Earnings Estimate)
2.75
Percentile Within Sector, PE Ratio (Trailing 12 Months)
4.85
Percentile Within Sector, PEG Ratio (Long Term Growth Estimate)
Percentile Within Sector, Price to Sales Ratio (Trailing 12 Months)
16.18
Percentile Within Sector, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
78.04
Percentile Within Sector, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
59.29
Percentile Within Sector, Pre-Tax Margin (Trailing 12 Months)
66.36
Percentile Within Sector, Net Margin (Trailing 12 Months)
62.23
Percentile Within Sector, Return on Equity (Trailing 12 Months)
97.26
Percentile Within Sector, Return on Assets (Trailing 12 Months)
86.06
Percentile Within Sector, Current Ratio (Most Recent Fiscal Quarter)
27.34
Percentile Within Sector, Quick Ratio (Most Recent Fiscal Quarter)
28.21
Percentile Within Sector, Debt to Common Equity (Most Recent Fiscal Quarter)
40.66
Percentile Within Sector, Inventory Turnover (Trailing 12 Months)
Percentile Within Sector, Dividend Yield (Based on Last Quarter)
27.22
Percentile Within Sector, Percentage Held By Insiders (Latest Annual Proxy Report)
75.41
Percentile Within Sector, Percentage Held By Institutions (Latest 13F Reports)
52.76
Percentiles Within Market of Price Performance
Percentile Within Market, Percent Change in Price, Past 52 Weeks
96.84
Percentile Within Market, Percent Change in Price, Past 26 Weeks
72.26
Percentile Within Market, Percent Change in Price, Past 13 Weeks
85.26
Percentile Within Market, Percent Change in Price, Past 4 Weeks
53.63
Percentile Within Market, Percent Change in Price, Past 2 Weeks
69.36
Percentile Within Market, Percent Change in Price, Past Week
14.51
Percentile Within Market, Percent Change in Price, 1 Day
70.19
Percentiles Within Market of Revenue/Net Income Growth
Percentile Within Market, Percent Growth in Quarterly Revenue (QoQ)
48.37
Percentile Within Market, Percent Growth in Quarterly Revenue (YoY)
32.61
Percentile Within Market, Percent Growth in Annual Revenue
66.18
Percentile Within Market, Percent Growth in Quarterly Net Income (QoQ)
51.00
Percentile Within Market, Percent Growth in Quarterly Net Income (YoY)
96.21
Percentile Within Market, Percent Growth in Annual Net Income
70.90
Percentiles Within Market of Fundamental Ratios and Percentages
Percentile Within Market, PE Ratio (Current Year Earnings Estimate)
2.81
Percentile Within Market, PE Ratio (Trailing 12 Months)
4.83
Percentile Within Market, PEG Ratio (Long Term Growth Estimate)
Percentile Within Market, Price to Sales Ratio (Trailing 12 Months)
30.46
Percentile Within Market, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
53.22
Percentile Within Market, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
55.38
Percentile Within Market, Pre-Tax Margin (Trailing 12 Months)
85.59
Percentile Within Market, Net Margin (Trailing 12 Months)
82.00
Percentile Within Market, Return on Equity (Trailing 12 Months)
95.62
Percentile Within Market, Return on Assets (Trailing 12 Months)
75.16
Percentile Within Market, Current Ratio (Most Recent Fiscal Quarter)
16.82
Percentile Within Market, Quick Ratio (Most Recent Fiscal Quarter)
24.90
Percentile Within Market, Debt to Common Equity (Most Recent Fiscal Quarter)
46.58
Percentile Within Market, Inventory Turnover (Trailing 12 Months)
Percentile Within Market, Dividend Yield (Based on Last Quarter)
61.83
Percentile Within Market, Percentage Held By Insiders (Latest Annual Proxy Report)
71.26
Percentile Within Market, Percentage Held By Institutions (Latest 13F Reports)
50.22