Heritage Insurance (NYSE:HRTG) CEO Sells $87,750.00 in Stock

Posted by Brenda Bartman on Sep 11th, 2026

Heritage Insurance Holdings, Inc. (NYSE:HRTG – Get Free Report) CEO Ernie Garateix sold 2,500 shares of Heritage Insurance stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $35.10, for a total transaction of $87,750.00. Following the transaction, the chief executive officer directly owned 1,038,455 shares of the company’s stock, valued at $36,449,770.50. This represents a 0.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

Heritage Insurance Price Performance

NYSE:HRTG opened at $34.45 on Friday. The firm has a market cap of $1.02 billion, a PE ratio of 4.91 and a beta of 0.92. Heritage Insurance Holdings, Inc. has a 12 month low of $20.48 and a 12 month high of $36.50. The company has a quick ratio of 0.83, a current ratio of 0.83 and a debt-to-equity ratio of 0.13. The company’s 50-day moving average price is $31.04 and its two-hundred day moving average price is $27.46.

Heritage Insurance (NYSE:HRTG – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The insurance provider reported $2.05 earnings per share for the quarter, topping the consensus estimate of $1.25 by $0.80. The firm had revenue of $214.19 million for the quarter, compared to analysts’ expectations of $212.71 million. Heritage Insurance had a net margin of 25.19% and a return on equity of 42.41%. On average, equities analysts anticipate that Heritage Insurance Holdings, Inc. will post 5.5 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Truist Financial raised their price target on Heritage Insurance from $36.00 to $42.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Wall Street Zen raised Heritage Insurance from a “hold” rating to a “buy” rating in a research note on Saturday, August 15th. Zacks Research upgraded Heritage Insurance from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 12th. Piper Sandler raised their target price on Heritage Insurance from $27.00 to $31.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. Finally, Weiss Ratings raised Heritage Insurance from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $36.50.

Read Our Latest Research Report on HRTG

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Advisory Services Network LLC bought a new position in Heritage Insurance in the 3rd quarter valued at $25,000. Mcguire Capital Advisors Inc. bought a new stake in shares of Heritage Insurance during the fourth quarter worth $31,000. Royal Bank of Canada lifted its stake in shares of Heritage Insurance by 72.6% during the fourth quarter. Royal Bank of Canada now owns 1,182 shares of the insurance provider’s stock valued at $35,000 after acquiring an additional 497 shares during the period. Optiver Holding B.V. lifted its stake in shares of Heritage Insurance by 510.0% during the first quarter. Optiver Holding B.V. now owns 1,403 shares of the insurance provider’s stock valued at $37,000 after acquiring an additional 1,173 shares during the period. Finally, Harbour Investments Inc. bought a new position in Heritage Insurance in the fourth quarter valued at about $50,000. Institutional investors own 59.03% of the company’s stock.

Heritage Insurance Company Profile

(Get Free Report)

Heritage Insurance Holdings, Inc (NYSE: HRTG) is a property and casualty insurance holding company that offers homeowners insurance and related coverage products in the United States. Through its primary subsidiary, Heritage Property & Casualty Insurance Company, the firm underwrites standard and non-standard personal lines insurance, including homeowners, dwelling fire, flood, and condominium policies. Heritage leverages a network of independent insurance agents to distribute its products across select regional markets, with an emphasis on serving property owners in areas prone to severe weather events.

Founded in 2011 and headquartered in Jupiter, Florida, Heritage Insurance has grown to become one of the leading providers of residential property insurance in the state.