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Heritage Insurance Holdings
HRTG

$9.58
0.95%
 

About: Heritage Insurance Holdings Inc is a regional property and casualty insurance company that offers a variety of personal and commercial insurance products. Through its subsidiaries, Heritage Property & Casualty Insurance, Narragansett Bay Insurance, and Zephyr Insurance, the company issues personal residential property insurance in various states in the United States. It also offers commercial residential insurance predominantly for its Florida properties. Heritage Insurance manages insurance underwriting, customer services, actuarial analysis, distribution, and claims processing internally.

Employees: 566

0
Funds holding %
of 6,474 funds
0
Analysts bullish %
of 5 analysts
0
News positive %
of 4 articles

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

98% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $549K

45% more capital invested

Capital invested by funds: $63.7M [Q3] → $92.1M (+$28.4M) [Q4]

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

8.72% more ownership

Funds ownership: 38.24% [Q3] → 46.96% (+8.72%) [Q4]

2% more funds holding

Funds holding: 82 [Q3] → 84 (+2) [Q4]

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

Research analyst outlook

5 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$7
27%
downside
Avg. target
$8.6
10%
downside
High target
$11
15%
upside

5 analyst ratings

positive
60%
neutral
40%
negative
0%
Piper Sandler
Paul Newsome
6%downside
$9
Neutral
Maintained
1 Apr 2024
Truist Securities
Mark Hughes
15%upside
$11
Buy
Maintained
13 Mar 2024
JMP Securities
Matthew Carletti
27%downside
$7
Market Outperform
Maintained
17 Jan 2024
Piper Sandler
Paul Newsome
27%downside
$7
Neutral
Maintained
6 Nov 2023
Truist Securities
Mark Hughes
6%downside
$9
Buy
Maintained
6 Nov 2023

Financial journalist opinion

Based on 4 articles about HRTG published over the past 30 days