Heritage Insurance (NYSE:HRTG) Insider Sells 3,500 Shares

Posted by Stanley Muller on Sep 22nd, 2026

Heritage Insurance Holdings, Inc. (NYSE:HRTG – Get Free Report) insider Timothy Johns sold 3,500 shares of Heritage Insurance stock in a transaction on Friday, September 18th. The shares were sold at an average price of $34.74, for a total value of $121,590.00. Following the sale, the insider directly owned 21,938 shares in the company, valued at $762,126.12. The trade was a 13.76% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Heritage Insurance Stock Performance

Shares of HRTG traded down $0.58 during trading hours on Tuesday, reaching $33.57. 238,314 shares of the company’s stock traded hands, compared to its average volume of 358,682. Heritage Insurance Holdings, Inc. has a twelve month low of $20.48 and a twelve month high of $36.50. The business’s fifty day simple moving average is $32.06 and its two-hundred day simple moving average is $27.83. The company has a debt-to-equity ratio of 0.13, a current ratio of 0.83 and a quick ratio of 0.83. The firm has a market capitalization of $997.98 million, a price-to-earnings ratio of 4.78 and a beta of 0.92.

Heritage Insurance (NYSE:HRTG – Get Free Report) last posted 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 business had revenue of $214.19 million during the quarter, compared to the consensus estimate of $212.71 million. Heritage Insurance had a net margin of 25.19% and a return on equity of 42.41%. Analysts predict that Heritage Insurance Holdings, Inc. will post 5.5 earnings per share for the current year.

Institutional Trading of Heritage Insurance

A number of large investors have recently added to or reduced their stakes in the business. BlackRock Inc. bought a new position in shares of Heritage Insurance in the second quarter valued at $60,842,000. Dimensional Fund Advisors LP raised its position in shares of Heritage Insurance by 3.0% during the first quarter. Dimensional Fund Advisors LP now owns 1,246,923 shares of the insurance provider’s stock worth $32,732,000 after purchasing an additional 36,879 shares during the period. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in Heritage Insurance during the 2nd quarter worth about $14,437,000. Bank of America Corp DE purchased a new stake in Heritage Insurance during the second quarter valued at about $6,070,000. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Heritage Insurance by 52.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 218,655 shares of the insurance provider’s stock worth $5,740,000 after buying an additional 75,339 shares during the period. 59.03% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently issued reports on HRTG shares. Weiss Ratings upgraded shares of Heritage Insurance from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, September 8th. Wall Street Zen upgraded Heritage Insurance from a “hold” rating to a “buy” rating in a research report on Saturday, August 15th. Piper Sandler increased their price target on Heritage Insurance from $27.00 to $31.00 and gave the company an “overweight” rating in a research note on Wednesday, July 15th. Truist Financial boosted their price objective on Heritage Insurance from $36.00 to $42.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Finally, Zacks Research upgraded Heritage Insurance from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $36.50.

Read Our Latest Analysis on Heritage Insurance

About Heritage Insurance

(Get Free Report)

Heritage Insurance Holdings, Inc is a property and casualty insurance company that provides residential property coverage through its insurance subsidiaries. Its products primarily include homeowners insurance and related coverage for personal and commercial residential properties, including protection against risks such as wind, fire and other property damage.

The company focuses on serving customers in catastrophe-exposed coastal markets, particularly in the Southeastern United States.