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    Heritage Insurance Holdings (HRTG) stock price & financials

    View HRTG earnings calls

    Overview

    Price

    Market Cap

    Sector

    Rank

    Performance+52.3% 1Y

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly
    MetricQ3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Trend
    EarningsRevenue
    $211.85M
    $210.26M
    $211.52M
    $208.03M
    $212.46M
    +0.3%
    $215.32M
    +2.4%
    $212.66M
    +0.5%
    $214.19M
    +3.0%
    Stable
    Operating Profit
    $11.75M
    $31.52M
    $42.44M
    $64.87M
    $70.17M
    +497.2%
    $89.68M
    +184.5%
    $50.82M
    +19.8%
    $83.85M
    +29.3%
    Strengthening
    Net Profit
    $8.15M
    $20.29M
    $30.47M
    $48.02M
    $50.42M
    +518.5%
    $66.67M
    +228.6%
    $36.48M
    +19.7%
    $61.71M
    +28.5%
    Strengthening
    EPS
    $0.27
    $0.66
    $0.99
    $1.55
    $1.63
    +503.7%
    $2.16
    +227.3%
    $1.19
    +20.2%
    $2.06
    +32.9%
    Strengthening
    Other Income
    Interest
    $2.75M
    $2.57M
    $2.43M
    $1.88M
    $1.85M
    -32.8%
    $1.73M
    -32.6%
    $1.78M
    -26.7%
    $1.69M
    -10.1%
    Weakening
    Depreciation
    Profit before Tax
    $8.99M
    $28.95M
    $40.01M
    $62.99M
    $68.32M
    +659.6%
    $87.95M
    +203.8%
    $49.04M
    +22.6%
    $82.16M
    +30.4%
    Strengthening
    MarginsOPM
    5.5%
    15.0%
    20.1%
    31.2%
    33.0%
    +495.1%
    41.6%
    +177.9%
    23.9%
    +19.1%
    39.1%
    +25.6%
    Strengthening
    Tax
    9.4%
    29.9%
    23.8%
    23.8%
    26.2%
    +179.8%
    24.2%
    -19.1%
    25.6%
    +7.4%
    24.9%
    +4.8%
    Stable
    ReturnsROIC
    2.1%
    5.3%
    8.0%
    12.6%
    13.2%
    +518.5%
    17.5%
    +228.6%
    9.6%
    +19.7%
    16.2%
    +28.5%
    Strengthening

    Balance Sheet

    Balance Sheet

    USD · Annual
    Line itemFY18FY19FY20FY21FY22FY23FY24FY25TTM
    AssetsCash & Equivalents$250.12M$268.35M$440.96M$359.34M$280.88M$463.64M$452.67M$559.27M$587.60M
    Short-Term Investments
    Total Current Assets
    Net PP&E$18.00M$27.09M$24.64M$22.46M$33.06M$40.05M$43.93M$33.13M$33.80M
    Goodwill$152.46M$152.46M$152.46M$91.96M$0
    Intangibles$76.85M$68.64M$62.28M$55.93M$49.58M$42.55M$36.37M$30.19M$27.15M
    Total Assets$1.77B$1.94B$2.09B$1.98B$2.39B$2.12B$2.47B$2.20B$2.45B
    LiabilitiesTotal Current Liabilities
    Short-Term Debt
    Long-Term Debt$148.79M$129.25M$121.00M$120.76M$128.94M$119.73M$116.32M$78.43M$71.29M
    Long-Term Leases
    Total Liabilities$1.34B$1.49B$1.65B$1.64B$2.26B$1.90B$2.18B$1.69B$1.88B
    EquityCommon Stock & APIC$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K$3.0K
    Retained Earnings$195.75M$217.27M$219.78M$138.38M-$19.19M$26.12M$87.66M$283.25M$381.44M
    Total Equity$425.33M$448.80M$442.34M$343.05M$131.04M$220.28M$290.80M$505.25M$567.73M
    HighlightsNet Cash / (Debt)

    Cash Flow

    Cash Flow

    USD · Annual
    Line itemFY18FY19FY20FY21FY22FY23FY24FY25TTM
    ActivitiesCash from Operating$96.34M$119.66M$170.21M$60.13M-$34.26M$70.42M$87.09M$182.24M$304.66M
    Cash from Investing$23.45M-$53.59M$22.06M-$124.48M-$37.86M$100.81M-$91.60M-$32.67M-$132.81M
    Cash from Financing-$31.95M-$45.43M-$28.90M-$17.28M-$5.06M$14.55M-$5.19M-$40.63M-$57.41M
    SummaryCapital Expenditure-$2.28M-$4.98M-$755.0K-$1.01M-$8.56M-$9.89M-$8.23M-$8.07M-$6.92M
    Free Cash Flow$94.06M$114.67M$169.46M$59.12M-$42.82M$60.52M$78.86M$174.16M$297.75M
    FCF Margin19.6%22.4%28.6%9.4%-6.5%8.2%9.7%20.6%34.8%

    Ratios