Heritage Insurance Holdings Inc.

Heritage Insurance Holdings Inc.

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Market Cap$1.06B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Heritage Insurance Holdings Inc.Heritage Insurance Holdings Inc.5-38%1.3-
$36.50

Target Price by Analysts

1.5% upsideHeritage Insurance Holdings Target Price DetailsTarget Price
$68.68

Current Fair Value

91.1% upside

Undervalued by 91.1% based on the discounted cash flow analysis.

Insider Trades

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Congress Trades

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Share Statistics

Market cap$1.06 Billion
Enterprise Value$477.73 Million
Earnings per Share$6.33
Beta0.92
Outstanding Shares29,727,529

Return

Return on Equity38.04%ROE
Return on Assets8.81%
Return on Invested Capital12.13%

Valuation & Multiples

P/E Ratio5P/E Ratio
PEG358.51PEG
Price to Sales1.28Price to Sales
Price to Book Ratio1.89Price to Book Ratio
Enterprise Value to Revenue0.55
Enterprise Value to EBIT1.61
Enterprise Value to Net Income2
Total Debt to Enterprise0.01
Debt to Equity0.01Debt to Equity

Revenue Sources

No data

Last Earnings Call

Report Date
October 28, 2026
EPS Estimate
$0.93
Consensus analyst estimate
Revenue Estimate
$217.34 M
Consensus analyst estimate

Next Earnings Call

Expected Date
November 4, 2026
EPS Estimate
$0.91
Consensus analyst estimate
Revenue Estimate
$217.34 M
Consensus analyst estimate

Institutional Put/Call Ratio

Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.

Put/Call Ratio0.0000▼ 49.93%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %2.64%▼ 60.36%
Total Invested$26.31M▼ 94.67%
Investors Holding42▼ 153.00%

About Heritage Insurance Holdings Inc.

CEO: Bruce Lucas

Heritage Insurance Holdings Insider Information FAQ

Stockcircle tracks 4 top investors with a current 13F position in Heritage Insurance Holdings. Holdings come from the latest quarterly 13F filings filed with the SEC.

In the latest 13F quarter on Stockcircle, 3 top investors increased or opened positions and 3 top investors reduced or sold among tracked top investors. Changes are based on reported share counts in their quarterly filings, not day-to-day trading.

Stockcircle shows 1 open-market insider purchase and 15 open-market insider sales for Heritage Insurance Holdings in the last six months from SEC Form 4 reports by executives, directors, and other insiders.

Form 4 insider trades are added as new filings are imported. Top investor 13F holdings refresh after each quarterly filing cycle. Politician trade disclosures are added when new reports are published on Stockcircle.