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Heritage Insurance (HRTG) Competitors

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$34.54 +0.01 (+0.02%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$34.96 +0.42 (+1.21%)
As of 09/11/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

HRTG vs. PLMR, AGO, SLDE, SKWD, and FIHL

Should you buy Heritage Insurance stock or one of its competitors? Heritage Insurance's main competitors and comparable companies include Palomar (PLMR), Assured Guaranty (AGO), Slide Insurance (SLDE), Skyward Specialty Insurance Group (SKWD), and Fidelis Insurance (FIHL). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "property & casualty insurance" industry.

How does Heritage Insurance compare to Palomar?

Palomar (NASDAQ:PLMR) and Heritage Insurance (NYSE:HRTG) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, risk, valuation, profitability, earnings, institutional ownership, dividends and media sentiment.

Palomar has a beta of 0.39, meaning that its stock price is 61% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.92, meaning that its stock price is 8% less volatile than the broader market.

Heritage Insurance has a net margin of 25.19% compared to Palomar's net margin of 18.61%. Heritage Insurance's return on equity of 42.41% beat Palomar's return on equity.

Company Net Margins Return on Equity Return on Assets
Palomar18.61% 23.28% 6.45%
Heritage Insurance 25.19%42.41%9.53%

90.3% of Palomar shares are owned by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are owned by institutional investors. 3.7% of Palomar shares are owned by company insiders. Comparatively, 9.2% of Heritage Insurance shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Palomar currently has a consensus target price of $162.75, suggesting a potential upside of 21.76%. Heritage Insurance has a consensus target price of $36.50, suggesting a potential upside of 5.68%. Given Palomar's higher probable upside, analysts plainly believe Palomar is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Palomar
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.83
Heritage Insurance
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00

Palomar has higher revenue and earnings than Heritage Insurance. Heritage Insurance is trading at a lower price-to-earnings ratio than Palomar, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Palomar$875.97M4.02$197.07M$7.4417.97
Heritage Insurance$847.33M1.21$195.59M$7.024.92

In the previous week, Palomar had 6 more articles in the media than Heritage Insurance. MarketBeat recorded 15 mentions for Palomar and 9 mentions for Heritage Insurance. Heritage Insurance's average media sentiment score of 0.90 beat Palomar's score of 0.55 indicating that Heritage Insurance is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Palomar
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Heritage Insurance
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Palomar beats Heritage Insurance on 9 of the 17 factors compared between the two stocks.

How does Heritage Insurance compare to Assured Guaranty?

Assured Guaranty (NYSE:AGO) and Heritage Insurance (NYSE:HRTG) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, media sentiment, earnings, dividends, profitability, valuation and risk.

Assured Guaranty has a beta of 0.73, meaning that its stock price is 27% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.92, meaning that its stock price is 8% less volatile than the broader market.

Assured Guaranty has a net margin of 37.34% compared to Heritage Insurance's net margin of 25.19%. Heritage Insurance's return on equity of 42.41% beat Assured Guaranty's return on equity.

Company Net Margins Return on Equity Return on Assets
Assured Guaranty37.34% 7.11% 3.25%
Heritage Insurance 25.19%42.41%9.53%

In the previous week, Heritage Insurance had 1 more articles in the media than Assured Guaranty. MarketBeat recorded 9 mentions for Heritage Insurance and 8 mentions for Assured Guaranty. Assured Guaranty's average media sentiment score of 1.26 beat Heritage Insurance's score of 0.90 indicating that Assured Guaranty is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Assured Guaranty
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Heritage Insurance
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

92.2% of Assured Guaranty shares are held by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are held by institutional investors. 5.7% of Assured Guaranty shares are held by insiders. Comparatively, 9.2% of Heritage Insurance shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Assured Guaranty presently has a consensus price target of $90.33, indicating a potential upside of 23.78%. Heritage Insurance has a consensus price target of $36.50, indicating a potential upside of 5.68%. Given Assured Guaranty's higher possible upside, equities research analysts clearly believe Assured Guaranty is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Assured Guaranty
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40
Heritage Insurance
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00

Assured Guaranty has higher revenue and earnings than Heritage Insurance. Heritage Insurance is trading at a lower price-to-earnings ratio than Assured Guaranty, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Assured Guaranty$1.11B2.89$503M$7.509.73
Heritage Insurance$847.33M1.21$195.59M$7.024.92

Summary

Assured Guaranty beats Heritage Insurance on 9 of the 17 factors compared between the two stocks.

How does Heritage Insurance compare to Slide Insurance?

Heritage Insurance (NYSE:HRTG) and Slide Insurance (NASDAQ:SLDE) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, media sentiment, valuation, dividends, institutional ownership, earnings, risk and analyst recommendations.

Heritage Insurance has a beta of 0.92, indicating that its share price is 8% less volatile than the broader market. Comparatively, Slide Insurance has a beta of 0.07, indicating that its share price is 93% less volatile than the broader market.

Slide Insurance has higher revenue and earnings than Heritage Insurance. Heritage Insurance is trading at a lower price-to-earnings ratio than Slide Insurance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Insurance$847.33M1.21$195.59M$7.024.92
Slide Insurance$1.16B2.51$443.96M$4.106.06

In the previous week, Slide Insurance had 6 more articles in the media than Heritage Insurance. MarketBeat recorded 15 mentions for Slide Insurance and 9 mentions for Heritage Insurance. Heritage Insurance's average media sentiment score of 0.90 beat Slide Insurance's score of 0.82 indicating that Heritage Insurance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heritage Insurance
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Slide Insurance
10 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Heritage Insurance presently has a consensus target price of $36.50, suggesting a potential upside of 5.68%. Slide Insurance has a consensus target price of $25.40, suggesting a potential upside of 2.25%. Given Heritage Insurance's higher probable upside, analysts plainly believe Heritage Insurance is more favorable than Slide Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Insurance
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00
Slide Insurance
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
3.00

59.0% of Heritage Insurance shares are held by institutional investors. 9.2% of Heritage Insurance shares are held by company insiders. Comparatively, 50.8% of Slide Insurance shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Slide Insurance has a net margin of 40.02% compared to Heritage Insurance's net margin of 25.19%. Slide Insurance's return on equity of 50.69% beat Heritage Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance25.19% 42.41% 9.53%
Slide Insurance 40.02%50.69%18.39%

Summary

Slide Insurance beats Heritage Insurance on 11 of the 16 factors compared between the two stocks.

How does Heritage Insurance compare to Skyward Specialty Insurance Group?

Heritage Insurance (NYSE:HRTG) and Skyward Specialty Insurance Group (NASDAQ:SKWD) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, dividends, risk, institutional ownership, earnings, media sentiment, analyst recommendations and profitability.

Heritage Insurance has higher earnings, but lower revenue than Skyward Specialty Insurance Group. Heritage Insurance is trading at a lower price-to-earnings ratio than Skyward Specialty Insurance Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Insurance$847.33M1.21$195.59M$7.024.92
Skyward Specialty Insurance Group$1.42B1.78$170.03M$4.2913.23

Heritage Insurance has a net margin of 25.19% compared to Skyward Specialty Insurance Group's net margin of 10.84%. Heritage Insurance's return on equity of 42.41% beat Skyward Specialty Insurance Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Insurance25.19% 42.41% 9.53%
Skyward Specialty Insurance Group 10.84%18.72%3.68%

In the previous week, Heritage Insurance had 3 more articles in the media than Skyward Specialty Insurance Group. MarketBeat recorded 9 mentions for Heritage Insurance and 6 mentions for Skyward Specialty Insurance Group. Skyward Specialty Insurance Group's average media sentiment score of 1.18 beat Heritage Insurance's score of 0.90 indicating that Skyward Specialty Insurance Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heritage Insurance
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Skyward Specialty Insurance Group
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Heritage Insurance currently has a consensus price target of $36.50, suggesting a potential upside of 5.68%. Skyward Specialty Insurance Group has a consensus price target of $70.00, suggesting a potential upside of 23.37%. Given Skyward Specialty Insurance Group's higher probable upside, analysts plainly believe Skyward Specialty Insurance Group is more favorable than Heritage Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Insurance
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00
Skyward Specialty Insurance Group
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.92

Heritage Insurance has a beta of 0.92, indicating that its share price is 8% less volatile than the broader market. Comparatively, Skyward Specialty Insurance Group has a beta of 0.33, indicating that its share price is 67% less volatile than the broader market.

59.0% of Heritage Insurance shares are held by institutional investors. Comparatively, 94.8% of Skyward Specialty Insurance Group shares are held by institutional investors. 9.2% of Heritage Insurance shares are held by insiders. Comparatively, 8.5% of Skyward Specialty Insurance Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Heritage Insurance beats Skyward Specialty Insurance Group on 9 of the 16 factors compared between the two stocks.

How does Heritage Insurance compare to Fidelis Insurance?

Fidelis Insurance (NYSE:FIHL) and Heritage Insurance (NYSE:HRTG) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, media sentiment, earnings, institutional ownership, risk, profitability and valuation.

82.0% of Fidelis Insurance shares are owned by institutional investors. Comparatively, 59.0% of Heritage Insurance shares are owned by institutional investors. 9.2% of Heritage Insurance shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Fidelis Insurance presently has a consensus price target of $21.92, indicating a potential downside of 13.03%. Heritage Insurance has a consensus price target of $36.50, indicating a potential upside of 5.68%. Given Heritage Insurance's stronger consensus rating and higher possible upside, analysts plainly believe Heritage Insurance is more favorable than Fidelis Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelis Insurance
2 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.14
Heritage Insurance
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00

Heritage Insurance has a net margin of 25.19% compared to Fidelis Insurance's net margin of 9.02%. Heritage Insurance's return on equity of 42.41% beat Fidelis Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelis Insurance9.02% 8.62% 1.62%
Heritage Insurance 25.19%42.41%9.53%

In the previous week, Heritage Insurance had 9 more articles in the media than Fidelis Insurance. MarketBeat recorded 9 mentions for Heritage Insurance and 0 mentions for Fidelis Insurance. Heritage Insurance's average media sentiment score of 0.90 beat Fidelis Insurance's score of 0.00 indicating that Heritage Insurance is being referred to more favorably in the news media.

Company Overall Sentiment
Fidelis Insurance Neutral
Heritage Insurance Positive

Fidelis Insurance has higher revenue and earnings than Heritage Insurance. Heritage Insurance is trading at a lower price-to-earnings ratio than Fidelis Insurance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelis Insurance$2.17B1.12$225.50M$2.2111.40
Heritage Insurance$847.33M1.21$195.59M$7.024.92

Fidelis Insurance has a beta of 0.36, indicating that its share price is 64% less volatile than the broader market. Comparatively, Heritage Insurance has a beta of 0.92, indicating that its share price is 8% less volatile than the broader market.

Summary

Heritage Insurance beats Fidelis Insurance on 12 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HRTG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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HRTG vs. The Competition

MetricHeritage InsuranceInsurance IndustryFinance SectorNYSE Exchange
Market Cap$1.03B$19.15B$13.79B$23.38B
Dividend YieldN/A3.20%5.94%3.56%
P/E Ratio4.9216.5925.6728.72
Price / Sales1.2130.35503.9221.19
Price / Cash5.1412.2540.4534.17
Price / Book2.112.062.754.74
Net Income$195.59M$1.80B$1.32B$1.07B
7 Day Performance2.06%-2.02%-1.17%-2.00%
1 Month Performance4.09%-0.84%-0.23%-3.20%
1 Year Performance40.47%8.85%8.39%10.51%

Heritage Insurance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HRTG
Heritage Insurance
2.9395 of 5 stars
$34.54
+0.0%
$36.50
+5.7%
+40.5%$1.03B$847.33M4.92542
PLMR
Palomar
4.5507 of 5 stars
$134.53
-1.5%
$162.75
+21.0%
+14.4%$3.54B$875.97M18.08150
AGO
Assured Guaranty
4.619 of 5 stars
$74.07
-2.1%
$90.33
+22.0%
-11.5%$3.26B$1.11B9.88410
SLDE
Slide Insurance
3.3485 of 5 stars
$24.22
-1.8%
$25.40
+4.9%
+72.5%$2.83B$1.16B5.91392
SKWD
Skyward Specialty Insurance Group
4.1693 of 5 stars
$56.86
-0.8%
$70.00
+23.1%
+23.2%$2.53B$1.42B13.28400

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This page (NYSE:HRTG) was last updated on 9/13/2026 by MarketBeat.com Staff.
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