Heritage Insurance Holdings, Inc.

$27.31 ▲ 3.97%
2026-04-21 07:21:01

Explore Heritage Insurance Holdings, Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$862.34 M
Current Price
$27.31
52W High / Low
$31.98 / $16.82
Stock P/E
4.41
Book Value
$17.21
Dividend Yield
2.84%
ROCE
ROE
49.14%
Face Value
EPS
$6.32
Exp Qtr EPS
Sector
Financial Services
Industry
Insurance - Property & Casualty
Employees
542
Beta
0.95
Debt / Equity
19.76
Current Ratio
0.83
Quick Ratio
Forward P/E
5.32
Price / Sales
0.95
Enterprise Value
$305.5 M
EV / EBITDA
1.09
EV / Revenue
0.36
Rating
None
Target Price
$36.5
EPS Forecast (FY)

Pros

  • Healthy return on equity.
  • Balance sheet leverage appears manageable.
  • Strong operating margin profile.
  • Net margin remains healthy.
  • Valuation is not stretched on P/E basis.

Cons

  • Some data points may be missing or delayed because the source is not an official exchange feed.

Sift Stocks

S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. Hippo Holdings Inc. $28.7 13 $750.3 M 15.62% $38.98 / $19.92 $16.97
2. Porch Group, Inc. $7.98 $847.07 M 9.91% $19.44 / $4.64 $-0.23
3. Stewart Information Services Corporation $66.84 17.77 $2.05 B 3.14% 8.5% $78.61 / $56.39 $54.3
4. CNA Financial Corporation $47.7 10.17 $12.9 B 3.98% 11.55% $50.72 / $43.29 $42.93
5. Horace Mann Educators Corporation $45.18 11.35 $1.84 B 3.19% 11.7% $48.33 / $38.76 $36.47
6. Trupanion, Inc. $28.88 64.54 $1.25 B 19.93% 5.5% $57.88 / $24.15 $8.85
7. Markel Group Inc. $1,960 11.6 $24.72 B 0.07% 11.77% $2,207.59 / $1,698.99 $1,477.23

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales142.42 M212.46 M208.03 M230.92 M210.26 M
Operating Profit89.68 M70.17 M64.87 M42.44 M31.52 M
Net Profit66.67 M50.42 M48.02 M30.47 M20.29 M
EPS in Rs2.171.641.560.990.66

Profit & Loss

Figures shown in M / B

2025202420232022
Sales774.43 M766.68 M670.7 M662.46 M
Operating Profit267.15 M93.61 M63.22 M-157.36 M
Net Profit195.59 M61.54 M45.31 M-154.36 M
EPS in Rs6.3721.47-5.02

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets2.2 B2.47 B2.12 B2.39 B
Total Liabilities1.69 B2.18 B1.9 B2.26 B
Equity505.25 M290.8 M220.28 M131.04 M
Current Assets
Current Liabilities

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF182.24 M87.09 M70.42 M-34.26 M
Investing CF-32.67 M-91.6 M100.81 M-37.86 M
Financing CF-40.63 M-5.19 M14.55 M-5.06 M
Free CF174.16 M78.86 M60.52 M-46.64 M
Capex-8.07 M-8.23 M-9.89 M-12.38 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2025202420232022
Revenue Growth %1.01%14.31%1.24%
Earnings Growth %217.84%35.83%129.35%
Profit Margin %25.26%8.03%6.76%-23.3%
Operating Margin %34.5%12.21%9.43%-23.75%
Gross Margin %
EBITDA Margin %

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex DateDividend
2022-06-13$0.06
2022-03-16$0.06
2021-12-14$0.06
2021-09-14$0.06
2021-06-14$0.06

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
American Century ETF Trust-Avantis U.S. Small Cap Value ETF Mutual Fund 0.77 M $20.19 M 0.03% 2026-01-31
iShares Trust-iShares Russell 2000 ETF Mutual Fund 0.59 M $15.36 M 0.02% 2026-01-31
Vanguard Explorer Fund Mutual Fund 0.27 M $7.03 M 0.01% 2026-01-31
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund Mutual Fund 0.24 M $6.26 M 0.01% 2026-01-31
World Funds Trust-Applied Finance Explorer Fund Mutual Fund 0.23 M $5.9 M 0.01% 2026-01-31
Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF Mutual Fund 0.2 M $5.13 M 0.01% 2026-01-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio Mutual Fund 0.2 M $5.11 M 0.01% 2026-01-31
iShares Trust-iShares Russell 2000 Growth ETF Mutual Fund 0.16 M $4.2 M 0.01% 2026-01-31
Blackrock Inc. Institutional 2.21 M $57.98 M 0.07% 2025-12-31
Vanguard Group Inc Institutional 1.88 M $49.26 M 0.06% 2025-12-31
Dimensional Fund Advisors LP Institutional 1.21 M $31.69 M 0.04% 2025-12-31
American Century Companies Inc Institutional 0.93 M $24.27 M 0.03% 2025-12-31
Prudential Financial, Inc. Institutional 0.83 M $21.87 M 0.03% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund Mutual Fund 0.73 M $19.13 M 0.02% 2025-12-31
Geode Capital Management, LLC Institutional 0.67 M $17.44 M 0.02% 2025-12-31