Heritage Insurance (HRTG) Expected to Announce Quarterly Earnings on Monday

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

Heritage Insurance Trading Down 0.0%

Shares of NYSE:HRTG opened at $27.90 on Monday. Heritage Insurance has a 12-month low of $9.89 and a 12-month high of $31.98. The business has a 50 day moving average of $26.61 and a 200-day moving average of $25.99. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.18. The stock has a market cap of $862.33 million, a PE ratio of 5.78 and a beta of 0.95.

Insider Transactions at Heritage Insurance

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

Institutional Investors Weigh In On Heritage Insurance

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Royal Bank of Canada lifted its stake in Heritage Insurance by 72.6% in the 4th quarter. Royal Bank of Canada now owns 1,182 shares of the insurance provider’s stock valued at $35,000 after purchasing an additional 497 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Heritage Insurance by 4.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 13,621 shares of the insurance provider’s stock worth $196,000 after buying an additional 546 shares in the last quarter. Graham Capital Management L.P. lifted its stake in shares of Heritage Insurance by 4.2% in the 4th quarter. Graham Capital Management L.P. now owns 19,378 shares of the insurance provider’s stock valued at $567,000 after acquiring an additional 789 shares during the last quarter. Advisory Services Network LLC acquired a new stake in shares of Heritage Insurance during the 3rd quarter valued at $25,000. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of Heritage Insurance during the 4th quarter valued at $31,000. 59.03% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

HRTG has been the subject of several recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of Heritage Insurance in a research note on Monday, December 29th. Truist Financial lifted their target price on Heritage Insurance from $35.00 to $37.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Zacks Research downgraded shares of Heritage Insurance from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Three research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $32.50.

Heritage Insurance Company Profile

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.