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

Key Points

• Heritage Insurance is set to report Q1 2026 results after the close on May 7, with analysts projecting $1.48 EPS and $215.393 million in revenue; an earnings call is scheduled for May 8 at 9:00 AM ET.
• The company beat expectations last quarter with $2.15 EPS (vs. $1.61 estimate) and $215.32M revenue, and analysts forecast $5 EPS for the current and next fiscal years with a consensus "Buy" rating and a $33.50 price target.
• Shares opened at $29.45 (down 2.9%), with a market cap of about $904.6M and a P/E of 4.66, while insiders have sold roughly 121,718 shares in the past 90 days (insider ownership ~14%).

Heritage Insurance (NYSE:HRTG - Get Free Report) is anticipated to post its Q1 2026 results after the market closes on Thursday, May 7th. Analysts expect Heritage Insurance to post earnings of $1.48 per share and revenue of $215.3930 million for the quarter. Investors may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Friday, May 8, 2026 at 9:00 AM ET.

Heritage Insurance (NYSE:HRTG - Get Free Report) last posted its quarterly earnings results on Monday, March 9th. The insurance provider reported $2.15 EPS for the quarter, topping the consensus estimate of $1.61 by $0.54. The business had revenue of $215.32 million for the quarter, compared to analyst estimates of $212.60 million. Heritage Insurance had a return on equity of 47.28% and a net margin of 23.08%. On average, analysts expect Heritage Insurance to post $5 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Heritage Insurance Trading Down 2.9%

Shares of HRTG opened at $29.45 on Thursday. The company has a current ratio of 0.83, a quick ratio of 0.83 and a debt-to-equity ratio of 0.16. Heritage Insurance has a 12-month low of $16.83 and a 12-month high of $31.98. The firm has a 50-day moving average price of $27.06 and a 200 day moving average price of $26.95. The firm has a market capitalization of $904.64 million, a P/E ratio of 4.66 and a beta of 0.95.

Analyst Ratings Changes

Several equities analysts have weighed in on HRTG shares. Weiss Ratings reiterated a "buy (b)" rating on shares of Heritage Insurance in a report on Friday, March 27th. Zacks Research upgraded shares of Heritage Insurance from a "hold" rating to a "strong-buy" rating in a report on Wednesday, March 11th. Citigroup reaffirmed a "market perform" rating on shares of Heritage Insurance in a research report on Tuesday, March 10th. Finally, Truist Financial upped their price objective on Heritage Insurance from $37.00 to $39.00 and gave the company a "buy" rating in a report on Monday, March 9th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Heritage Insurance has a consensus rating of "Buy" and a consensus price target of $33.50.

Insider Activity

In related news, CEO Ernie J. Garateix sold 8,334 shares of the business's stock in a transaction on Monday, April 20th. The stock was sold at an average price of $27.56, for a total value of $229,685.04. Following the sale, the chief executive officer owned 1,060,955 shares in the company, valued at approximately $29,239,919.80. The trade was a 0.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Timothy Moura sold 24,769 shares of the stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $25.76, for a total value of $638,049.44. Following the transaction, the insider directly owned 160,045 shares in the company, valued at approximately $4,122,759.20. The trade was a 13.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 121,718 shares of company stock valued at $3,179,898. 14.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Jain Global LLC acquired a new stake in Heritage Insurance during the 4th quarter worth approximately $269,000. EP Wealth Advisors LLC acquired a new position in shares of Heritage Insurance in the fourth quarter worth $230,000. The Manufacturers Life Insurance Company acquired a new position in shares of Heritage Insurance in the fourth quarter worth $217,000. Tower Research Capital LLC TRC increased its position in shares of Heritage Insurance by 1,366.3% during the second quarter. Tower Research Capital LLC TRC now owns 8,299 shares of the insurance provider's stock worth $207,000 after acquiring an additional 7,733 shares during the period. Finally, Strs Ohio acquired a new stake in shares of Heritage Insurance in the first quarter valued at $127,000. Hedge funds and other institutional investors own 59.03% of the company's stock.

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.

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