Heritage Insurance Holdings, Inc.

Fundamentals8.0
Price Action7.0
News Sentiment0.0
AI Rating
6.0

Key Drivers

  • Strong Earnings
  • Net Cash
  • Margin Softening

AI
AI Summary

6.0

HRTG now looks less like a bargain catastrophe insurer and more like a well-capitalized, high-ROE franchise that can still work if management proves it can defend margins and underwriting discipline as Florida pricing softens and storm volatility stays elevated, making the stock attractive but increasingly dependent on sustained execution rather than multiple expansion alone.

UnderwritingRisk
CatExposure
Value

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

8.0

Key Financial Insights:

  • Strong Earnings
  • Net Cash
  • Margin Softening

Heritage delivered outstanding FY25 profitability and cash flow with strong net cash and modest debt, but softer Q1 2026 margins and weaker cash conversion temper the otherwise reasonable valuation.

Profitability
MarginPressure

Price Behavior

7.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Higher highs
  • Key support
  • Volatile pullback

HRTG has shifted into a constructive uptrend over the last month, with higher highs/lows and a strong move from $20.88 to $27.12, but it is now extended and facing resistance at the recent high.

bullish
watch
Support Level: $25.5-$26.1
Resistance Level: $27.12

Sharp drop on 2026-06-25 followed by a quick recovery

Sentiment & News

0.0