Heritage Insurance (HRTG) Expected to Announce Earnings on Monday

Heritage Insurance (NYSE:HRTG) is expected to issue its Q4 2025 results before the market opens on Monday, March 9th. Analysts expect Heritage Insurance to post earnings of $1.05 per share and revenue of $212.6040 million for the quarter. Interested persons can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Monday, March 9, 2026 at 9:00 AM ET.

Heritage Insurance Stock Down 0.0%

Shares of NYSE HRTG opened at $27.90 on Monday. The company has a 50 day simple moving average of $26.61 and a 200 day simple moving average of $25.99. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.82 and a quick ratio of 0.82. Heritage Insurance has a 1 year low of $9.89 and a 1 year high of $31.98. The firm has a market cap of $862.33 million, a PE ratio of 5.78 and a beta of 0.95.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on HRTG. Zacks Research lowered shares of Heritage Insurance from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Truist Financial raised their target price on Heritage Insurance from $35.00 to $37.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Heritage Insurance in a research report on Monday, December 29th. Three investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $32.50.

Insider Activity

In related news, CEO Ernie J. Garateix sold 8,334 shares of the company’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $24.12, for a total transaction of $201,016.08. Following the sale, the chief executive officer owned 1,120,170 shares in the company, valued at $27,018,500.40. This represents a 0.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Kirk Lusk sold 8,331 shares of Heritage Insurance stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $28.21, for a total value of $235,017.51. Following the completion of the sale, the chief financial officer owned 550,425 shares of the company’s stock, valued at approximately $15,527,489.25. The trade was a 1.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 48,333 shares of company stock worth $1,325,269. 14.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Mcguire Capital Advisors Inc. bought a new position in Heritage Insurance during the fourth quarter worth $31,000. Invesco Ltd. boosted its position in shares of Heritage Insurance by 49.7% during the 4th quarter. Invesco Ltd. now owns 77,421 shares of the insurance provider’s stock worth $2,265,000 after purchasing an additional 25,711 shares in the last quarter. EP Wealth Advisors LLC bought a new position in shares of Heritage Insurance during the 4th quarter worth about $230,000. Empowered Funds LLC grew its stake in shares of Heritage Insurance by 6.3% in the 4th quarter. Empowered Funds LLC now owns 152,254 shares of the insurance provider’s stock valued at $4,455,000 after buying an additional 9,090 shares during the period. Finally, XTX Topco Ltd increased its position in Heritage Insurance by 15.0% in the 4th quarter. XTX Topco Ltd now owns 22,872 shares of the insurance provider’s stock valued at $669,000 after buying an additional 2,978 shares in the last quarter. Institutional investors and hedge funds own 59.03% of the company’s stock.

About Heritage Insurance

Heritage Insurance Holdings, Inc (NYSE: HRTG) is a property and casualty insurance holding company that offers homeowners insurance and related coverage products in the United States. Through its primary subsidiary, Heritage Property & Casualty Insurance Company, the firm underwrites standard and non-standard personal lines insurance, including homeowners, dwelling fire, flood, and condominium policies. Heritage leverages a network of independent insurance agents to distribute its products across select regional markets, with an emphasis on serving property owners in areas prone to severe weather events.

Founded in 2011 and headquartered in Jupiter, Florida, Heritage Insurance has grown to become one of the leading providers of residential property insurance in the state.