Is Heritage Insurance Holdings, Inc. (HRTG) a Buy, Sell, or Hold?
NYSE : HRTG
Heritage Insurance Holdings, Inc. — Institutional Ownership
$26.28 USD
$0.05 (0.19%)
- Volume
- 241.65K
- Average Volume
- 454.3K
- Market Capitalization
- $797.6M
- P/E Ratio
- 4.02
- Dividend Yield
- 0.00%
- Price Target
- $33.50
- Year High
- $31.98
- Year Low
- $16.83
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.00
- Current Ratio
- $0.81
Institutional Ownership Summary
Institutional Ownership %
1.70%
Investors Holding
24
change: -169 | last: 193
Increased Positions
13
change: -80 | last: 93
Reduced Positions
6
change: -63 | last: 69
New Positions
6
change: -20 | last: 26
Sold Positions
171
change: 133 | last: 38
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -9.8499 | last: 0.0985
Total Invested
13.65M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2025-10-30 | The Vanguard Group | 1.65M | 5.30% |
| 2025-08-04 | Raymond T. Hyer | 2.18M | 7.03% |
| 2025-04-15 | Dimensional Fund Advisors LP | 1.54M | 3.60% |
| 2025-01-23 | Dimensional Fund Advisors LP | 1.57M | 5.10% |
| 2024-11-08 | (1) BlackRock, Inc. | 1.92M | 6.30% |
| 2024-10-24 | (1) BlackRock, Inc. | 1.92M | 6.30% |
| 2024-02-14 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.9M | 6.33% |
| 2022-08-12 | Raymond T. Hyer | 2.84M | 10.71% |
| 2022-08-12 | Kathleen A. Hyer | 2.84M | 10.71% |
| 2022-08-12 | Hyer Family Partnership, LLC | 2.84M | 10.71% |
| 2022-08-12 | Futura Circuits Corp. | 2.84M | 10.71% |
| 2022-08-12 | Sean W. Poole | 2.84M | 10.71% |
| 2022-08-12 | Tara Tira | 2.84M | 10.71% |
| 2022-07-08 | (1) BlackRock, Inc. | 1.16M | 4.40% |
| 2022-05-25 | Raymond T. Hyer | 1.75M | 6.61% |
| 2022-05-25 | Tara Hyer Tira | 50000.0 | 0.19% |
| 2022-05-25 | Kathleen A. Hyer | 50000.0 | 0.19% |
| 2022-05-25 | Futura Circuits Corp. | 460K | 1.74% |
| 2022-05-25 | Hyer Family Partnership, LLC | 120K | 0.45% |
| 2022-02-03 | (1) BlackRock, Inc. | 2.42M | 8.70% |
| 2021-02-12 | 30-0447847 | 1.59M | 5.70% |
| 2021-01-29 | (1) BlackRock, Inc. | 2.38M | 8.50% |
| 2020-02-07 | (1)Names of reporting persons. BlackRock, Inc. | 2.15M | 7.30% |
| 2019-05-10 | (1) BlackRock, Inc. | 1.49M | 4.97% |
| 2019-02-04 | (1) BlackRock, Inc. | 1.57M | 5.90% |
| 2018-02-14 | Polar Capital LLP | 1.3M | 5.30% |
| 2018-01-08 | 13G/A | 886.62K | 3.60% |
| 2018-01-08 | 13G/A | 886.62K | 3.60% |
| 2018-01-08 | 13G/A | 886.62K | 3.60% |
| 2017-11-09 | (1) BlackRock, Inc. | 2.48M | 10.20% |
| 2017-10-18 | 13G | 1.46M | 5.00% |
| 2017-10-18 | 13G | 1.46M | 5.00% |
| 2017-10-18 | 13G | 1.46M | 5.00% |
| 2017-01-30 | (1) BlackRock, Inc. | 2.06M | 6.50% |
| 2016-02-10 | (1) BlackRock, Inc. | 1.51M | 4.90% |
| 2016-01-28 | (1) BlackRock, Inc. | 1.58M | 5.20% |
| 2015-06-10 | (1) BlackRock, Inc. | 1.39M | 4.70% |
| 2015-02-27 | 5.4% | 1.6M | 5.40% |
| 2015-02-03 | (1) BlackRock, Inc. | 1.63M | 5.50% |
HRTG Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $29.26 | 30.89M | $903.86M | $559.27M | $99.82M | $444.4M |
| 2024-12-31 | $12.10 | 30.6M | $370.2M | $452.67M | $141.34M | $58.87M |
| 2023-12-31 | $6.52 | 26.19M | $170.78M | $463.64M | $148.19M | -$144.67M |
| 2022-12-31 | $1.80 | 26.34M | $47.42M | $280.88M | $160.19M | -$73.27M |
| 2021-12-31 | $5.88 | 27.8M | $163.49M | $359.34M | $151.93M | -$43.92M |
| 2020-12-31 | $10.13 | 27.98M | $283.42M | $440.96M | $129.15M | -$28.38M |
| 2019-12-31 | $13.25 | 29.21M | $387.08M | $268.35M | $137.62M | $256.35M |
| 2018-12-31 | $14.72 | 25.94M | $381.86M | $250.12M | $148.79M | $280.53M |
| 2017-12-31 | $18.02 | 26.8M | $482.91M | $153.7M | $184.4M | $513.62M |
| 2016-12-31 | $15.67 | 29.63M | $464.34M | $105.82M | $72.9M | $431.42M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26.25 | 30.68M | $805.37M | $517.07M | $99.05M | $387.35M |
| 2025-12-31 | $29.26 | 30.9M | $904.07M | $559.27M | $99.82M | $444.61M |
| 2025-09-30 | $25.18 | 30.89M | $777.76M | $560.44M | $101.66M | $318.99M |
| 2025-06-30 | $24.94 | 30.85M | $769.42M | $473.46M | $115.49M | $411.44M |
| 2025-03-31 | $14.42 | 30.7M | $442.66M | $425.91M | $118.88M | $135.64M |
| 2024-12-31 | $12.10 | 30.6M | $370.2M | $452.67M | $141.34M | $58.87M |
| 2024-09-30 | $12.24 | 30.57M | $374.18M | $509.92M | $144.41M | $8.67M |
| 2024-06-30 | $6.78 | 30.65M | $207.81M | $480.93M | $147.56M | -$125.57M |
| 2024-03-31 | $10.99 | 30.38M | $333.84M | $386.1M | $150.7M | $98.44M |
| 2023-12-31 | $6.52 | 26.82M | $174.89M | $463.64M | $148.19M | -$140.56M |
| 2023-09-30 | $6.49 | 26.7M | $173.28M | $228.85M | $151.41M | $95.83M |
| 2023-06-30 | $3.85 | 25.57M | $98.43M | $247.09M | $154.52M | $5.86M |