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Heritage Insurance (HRTG)

(Delayed Data from NYSE)

$10.50 USD

10.50
341,236

+0.30 (2.94%)

Updated Apr 24, 2024 04:00 PM ET

After-Market: $10.49 -0.01 (-0.10%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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1-Strong Buy of 5 1        

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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B Value C Growth F Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 23% (58 out of 252)

Industry: Insurance - Property and Casualty

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Balance Sheet

Research for HRTG

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Heritage Insurance Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 473 288 365 446 283
Receivables 884 1,221 622 713 724
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 1,357 1,508 987 1,160 1,007
Net Property & Equipment 33 26 17 19 21
Investments & Advances 569 654 695 589 595
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 114 116 94 89 77
Intangibles 43 50 148 215 221
Deposits & Other Assets 13 12 12 18 18
Total Assets 2,153 2,393 1,981 2,089 1,940
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 1,751 2,068 1,444 1,480 1,327
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 9 7 8 9 5
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 1,761 2,075 1,452 1,489 1,333
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 9 18 13
Convertible Debt 0 0 0 0 0
Long-Term Debt 120 129 121 121 129
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 24 27 25 18 17
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 1,933 2,262 1,638 1,647 1,491
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 360 335 333 332 330
Retained Earnings 26 -19 138 220 217
Other Equity -35 -54 -5 6 7
Treasury Stock 131 131 124 115 105
Total Shareholder's Equity 220 131 343 442 449
Total Liabilities & Shareholder's Equity 2,153 2,393 1,981 2,089 1,940
Total Common Equity 220 131 343 442 449
Shares Outstanding 39.00 25.80 27.80 28.00 29.50
Book Value Per Share 5.65 5.08 12.34 15.80 15.21

Fiscal Year End for Heritage Insurance Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 473 239 257 337
Receivables NA 884 1,230 1,157 959
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets NA 1,357 1,469 1,413 1,296
Net Property & Equipment NA 33 32 31 28
Investments & Advances NA 569 665 708 629
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 114 120 118 116
Intangibles NA 43 44 46 48
Deposits & Other Assets NA 13 13 15 15
Total Assets NA 2,153 2,369 2,357 2,159
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 1,751 2,024 1,995 1,801
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 9 9 8 5
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 1,761 2,032 2,003 1,807
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 120 122 124 127
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 34 39 40
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 1,933 2,217 2,196 2,004
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 360 337 336 335
Retained Earnings NA 26 -5 3 -5
Other Equity NA -35 -50 -47 -44
Treasury Stock NA 131 131 131 131
Total Shareholder's Equity NA 220 151 161 155
Total Liabilities & Shareholder's Equity NA 2,153 2,369 2,357 2,159
Total Common Equity 0 220 151 161 155
Shares Outstanding 30.20 39.00 26.80 26.40 25.50
Book Value Per Share 0.00 5.65 5.65 6.08 6.07