HRTG — Heritage Insurance Holdings Inc. stock price and chart

HRTG

$36.98+2.92%

as of close, Oct 20, 2026

☾ AH $36.98 +2.92%

Heritage Insurance Holdings Inc.Stock · FinancialsRussell 2000 · 0.02% of IWMRussell 3000 · 0.001% of IWVUS Stock Market · 0.0008% of VTI

PeersAFGORISPYQQQNVDAAAPL

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Technical analysis2

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VolumeDDDDDDDDDDDDDDDDDDDDDDD

20162019202120242026

5.010.015.020.025.030.035.005.0M$36.98

2026-10-20

Price$36.98

MA20$29.84

MA50$27.69

Vol902.1K

What would $1,000 invested in HRTG be worth today? →

HRTG returns: By year · By month · By week · Trailing

Key stats#

Price data

Price: $36.98
YTD price return: +26.38%
YTD total return: +26.38%
Next earnings: Nov 4, 2026
Market cap: 1.1B2016-12 494.6M2026-10 1.1B+122.3% over the window
Enterprise value: 603.7M
Shares outstanding: 29.7M2016-06 30.4M2026-06 29.7M-2.3% over the window
52W low: $20.48
52W high: $37.36
From 52W high: -1.02%
From 52W low: +80.57%
52W range: 98%

Volume

Rel volume: 0.87×
30D volume: 263.9K
30D $ vol: 9.1M

Fundamentals

Sales (ttm): 854.6M2016-06 417.4M2026-06 854.6M+104.7% over the window
Sales/share: $28.742016-06 $13.722026-06 $28.74+109.5% over the window
EPS (ttm): $7.022016-06 $2.072026-06 $7.02+239.1% over the window
FCF (ttm): 297.7M2016-06 164.2M2026-06 297.7M+81.3% over the window
FCF/share: $10.012016-06 $5.402026-06 $10.01+85.5% over the window
Book value/share: $19.092016-06 $12.242026-06 $19.09+56.0% over the window
Net margin: 25.19%2016-06 15.1%2026-06 25.2%+67.3% over the window
ROE: 37.92%2016-06 16.9%2026-06 37.9%+124.7% over the window
ROA: 8.78%2016-06 5.6%2026-06 8.8%+56.9% over the window
Debt / equity: 0.13×2016-12 0.202026-06 0.13-38.3% over the window

Growth (CAGR, ttm) · 10Y

Sales: +1.54%2025-06-30 → 2026-06-30841.7M → 854.6M (+1.5% total)+6.76%2023-06-30 → 2026-06-30702.3M → 854.6M (+21.7% total)+6.56%2021-06-30 → 2026-06-30622.1M → 854.6M (+37.4% total)+7.43%2016-06-30 → 2026-06-30417.4M → 854.6M (+104.7% total)
Net income: +101.41%2025-06-30 → 2026-06-30106.9M → 215.3M (+101.3% total)n/an/a+13.10%2016-06-30 → 2026-06-3062.8M → 215.3M (+242.6% total)
FCF: n/a+131.04%2023-06-30 → 2026-06-3024.1M → 297.7M (+1133.9% total)+16.06%2021-06-30 → 2026-06-30141.4M → 297.7M (+110.5% total)+6.13%2016-06-30 → 2026-06-30164.2M → 297.7M (+81.3% total)
Shares: -4.15%2025-06-30 → 2026-06-3031M → 29.7M (-4.1% total)+5.17%2023-06-30 → 2026-06-3025.6M → 29.7M (+16.3% total)+1.20%2021-06-30 → 2026-06-3028M → 29.7M (+6.2% total)-0.23%2016-06-30 → 2026-06-3030.4M → 29.7M (-2.3% total)

Per-share growth (CAGR, ttm) · 10Y

EPS: +102.40%2025-06-30 → 2026-06-30$3.47 → $7.02 (+102.3% total)n/an/a+12.99%2016-06-30 → 2026-06-30$2.07 → $7.02 (+239.1% total)
Sales/share: +5.93%2025-06-30 → 2026-06-30$27.14 → $28.74 (+5.9% total)+1.51%2023-06-30 → 2026-06-30$27.48 → $28.74 (+4.6% total)+5.29%2021-06-30 → 2026-06-30$22.21 → $28.74 (+29.4% total)+7.68%2016-06-30 → 2026-06-30$13.72 → $28.74 (+109.5% total)
FCF/share: n/a+119.68%2023-06-30 → 2026-06-30$0.94 → $10.01 (+960.7% total)+14.68%2021-06-30 → 2026-06-30$5.05 → $10.01 (+98.3% total)+6.38%2016-06-30 → 2026-06-30$5.40 → $10.01 (+85.5% total)
Book value/share: +54.56%2025-06-30 → 2026-06-30$12.36 → $19.09 (+54.5% total)+44.82%2023-06-30 → 2026-06-30$6.28 → $19.09 (+203.8% total)+4.71%2021-06-30 → 2026-06-30$15.17 → $19.09 (+25.9% total)+4.55%2016-06-30 → 2026-06-30$12.24 → $19.09 (+56.0% total)
Dividend/share: -99.85%2022-12-31 → 2023-12-31$0.24 → $0.00 (-99.8% total)-88.53%2020-12-31 → 2023-12-31$0.24 → $0.00 (-99.8% total)-72.70%2018-12-31 → 2023-12-31$0.24 → $0.00 (-99.8% total)n/a
Price: +59.38%2025-10-20 → 2026-10-20$23.21 → $36.98 (+59.3% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+89.17%2023-10-20 → 2026-10-20$5.46 → $36.98 (+577.3% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+39.55%2021-10-20 → 2026-10-20$6.99 → $36.98 (+429.0% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+11.57%2016-10-19 → 2026-10-20$12.37 → $36.98 (+198.9% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.
Total return: +59.38%2025-10-20 → 2026-10-20$23.21 → $36.98 (+59.3% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+89.17%2023-10-20 → 2026-10-20$5.46 → $36.98 (+577.3% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+40.56%2021-10-20 → 2026-10-20$6.74 → $36.98 (+448.5% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+13.06%2016-10-19 → 2026-10-20$10.84 → $36.98 (+241.2% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.

Fundamentals end at the last reported quarter; price and total return end at the latest close.

Valuation

P/E (ttm)Price ÷ TTM diluted EPS. Net income carries everything below the operating line, including one-off gains. Negative when the trailing year lost money.: 5.3×2016-12 8.682026-10 5.11-41.2% over the window
P/OI (ttm)Price ÷ TTM operating income. Excludes the below-the-line items that make P/E jump — mark-to-market gains, settlements, tax true-ups.: 3.7×2016-12 3.292026-10 3.73+13.4% over the window
Fwd P/E: 7.3×
P/S (ttm)Market cap ÷ TTM revenue.: 1.3×2016-12 1.132026-10 1.29+13.8% over the window
P/B (mrq)Market cap ÷ stockholders' equity at the most recent quarter end.: 1.9×2016-12 1.312026-10 1.94+47.7% over the window
P/FCF (ttm)Market cap ÷ TTM free cash flow (operating cash flow − capex).: 3.7×2016-12 3.882026-10 3.69-4.9% over the window
EV/EBITDA (fy): 2.0×
EV/Sales (ttm): 0.7×
FCF yield (ttm)TTM free cash flow ÷ market cap — the inverse of P/FCF.: 27.08%2016-09 25.8%2026-06 38.4%+49.1% over the window
Buyback yield (realized, 1y)1 − shares_at(2026-06-30) ÷ shares_at(2025-06-30) = 1 − 29.7M ÷ 31.0M. Point-in-time share counts from the company's own SEC filings (the same count at both ends), published only when the cash flow statement shows repurchases inside that window. A falling price can't inflate it; negative means net dilution.: 4.15%
Shareholder yield (realized, 1y)Buyback leg + dividend leg: shares retired over the year (4.15%) + dividends paid over that year ($0) ÷ market_cap_at(2025-06-30) ($773.6M). Both legs are measured against the start of the window, so a payout can't shrink its own denominator.: 4.15%
Buyback yield (cash, ttm)Buybacks net of issuance over the trailing twelve months ($12.3M) ÷ today's market cap ($1.1B). Dollars SPENT over what the company is worth NOW — a stock that fell after buying reads high.: 1.12%2016-09 4.2%2026-03 1.5%-62.9% over the window
Shareholder yield (cash, ttm)(TTM buybacks net of issuance $12.3M + TTM dividends $0) ÷ today's market cap ($1.1B). Same caveat as the cash buyback yield.: 1.12%2016-09 4.2%2026-03 1.5%-62.9% over the window

Vs own 10Y history

P/E: 19th
P/OI: 23rd
P/S: 100th
P/B: 96th
P/FCF: 52nd

Bar = where today’s multiple sits in HRTG’s own 10-year range:near a decade-low (cheap)→near a decade-high (rich).

Performance · price return · as of 2026-10-20#

+2.92%

+2.13%

+7.44%

+34.82%

YTD

+26.38%

+59.33%

+429.04%

Financial statements

Open full HRTG financials →

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Ticker	Name	1M	1D
BRK-B	Berkshire Hathaway Inc.	+5.89%	+1.43%
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MA	Mastercard Incorporated	+9.76%	+0.65%
BAC	Bank of America Corporation	-12.28%	+0.50%
HSBC	HSBC Holdings plc.	-8.93%	-0.24%
MS	Morgan Stanley	-10.95%	+1.08%
RY	Royal Bank Of Canada	-2.09%	+1.40%

HRTG — Heritage Insurance Holdings Inc. price, chart and key statistics