Financial Services
Live Price
Offline$25.49
+4.77% today
1Y Change
-4.61%
Window
Jun 30, 2025 → Jun 22, 2026
Coverage: 245 bars · Jun 30, 2025 → Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Heritage Insurance Holdings, Inc. (HRTG) is a Financial Services stock with a market cap of $900.00M and listed on NYSE. The stock last traded around $25.49 and down 4.6% across the available one-year price window (Jun 30, 2025 → Jun 22, 2026). Baseline metrics include revenue growth of +3.7%, EPS growth of +214.9%, a dividend yield of 0.0%. What stands out right now is revenue +3.7%, EPS +214.9%, free cash flow +120.8% with operating margin 31.7% and ROIC 27.4%. Valuation is more restrained than many high-expectation growth names at P/E 4.6 and price/sales 1.1. Stock Foundry combines HRTG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
HRTG is 25.09 pts behind over the shared 1Y window.
HRTG had 23.81 pts deeper max drawdown than SPY.
HRTG beat SPY in 1 of 2 calendar years shown and trailed in 1.
HRTG
-4.61%
Normalized return
SPY
+20.48%
S&P 500
Excess Return
-25.09 pts
Relative to SPY
HRTG Max Drawdown
-32.95%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for HRTG and SPY.
| Year | HRTG | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | -12.79% | +6.71% | -19.50 pts | SPY |
| 2025 | +17.44% | +11.19% | +6.25 pts | HRTG |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$0.00
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Jun 13, 2022 | Jun 14, 2022 | Jul 5, 2022 | $0.06 | $0.06 | Quarterly |
| Mar 16, 2022 | Mar 17, 2022 | Apr 6, 2022 | $0.06 | $0.06 | Quarterly |
| Dec 14, 2021 | Dec 15, 2021 | Jan 6, 2022 | $0.06 | $0.06 | Quarterly |
| Sep 14, 2021 | Sep 15, 2021 | Oct 6, 2021 | $0.06 | $0.06 | Quarterly |
| Jun 14, 2021 | Jun 15, 2021 | Jul 6, 2021 | $0.06 | $0.06 | Quarterly |
| Mar 12, 2021 | Mar 15, 2021 | Apr 6, 2021 | $0.06 | $0.06 | Quarterly |
| Dec 14, 2020 | Dec 15, 2020 | Jan 5, 2021 | $0.06 | $0.06 | Quarterly |
| Sep 14, 2020 | Sep 15, 2020 | Oct 2, 2020 | $0.06 | $0.06 | Quarterly |
| Jun 12, 2020 | Jun 15, 2020 | Jul 6, 2020 | $0.06 | $0.06 | Quarterly |
| Mar 13, 2020 | Mar 16, 2020 | Apr 3, 2020 | $0.06 | $0.06 | Quarterly |
| Dec 13, 2019 | Dec 16, 2019 | Jan 3, 2020 | $0.06 | $0.06 | Quarterly |
| Sep 13, 2019 | Sep 16, 2019 | Oct 3, 2019 | $0.06 | $0.06 | Quarterly |
| Jun 13, 2019 | Jun 14, 2019 | Jul 3, 2019 | $0.06 | $0.06 | Quarterly |
| Mar 14, 2019 | Mar 15, 2019 | Apr 3, 2019 | $0.06 | $0.06 | Quarterly |
| Dec 13, 2018 | Dec 15, 2018 | Jan 4, 2019 | $0.06 | $0.06 | Quarterly |
| Sep 13, 2018 | Sep 15, 2018 | Oct 3, 2018 | $0.06 | $0.06 | Quarterly |
| Jun 14, 2018 | Jun 15, 2018 | Jul 6, 2018 | $0.06 | $0.06 | Quarterly |
| Mar 14, 2018 | Mar 15, 2018 | Apr 3, 2018 | $0.06 | $0.06 | Quarterly |
| Nov 16, 2017 | Nov 17, 2017 | Dec 15, 2017 | $0.06 | $0.06 | Quarterly |
| Sep 14, 2017 | Sep 15, 2017 | Oct 2, 2017 | $0.06 | $0.06 | Quarterly |
| Jun 13, 2017 | Jun 15, 2017 | Jul 5, 2017 | $0.06 | $0.06 | Quarterly |
| Mar 13, 2017 | Mar 15, 2017 | Apr 4, 2017 | $0.06 | $0.06 | Quarterly |
| Dec 13, 2016 | Dec 15, 2016 | Jan 4, 2017 | $0.06 | $0.06 | Quarterly |
| Sep 13, 2016 | Sep 15, 2016 | Oct 3, 2016 | $0.06 | $0.06 | Quarterly |
| Jun 13, 2016 | Jun 15, 2016 | Jul 1, 2016 | $0.06 | $0.06 | Quarterly |
| Mar 11, 2016 | Mar 15, 2016 | Apr 5, 2016 | $0.05 | $0.05 | Quarterly |
| Dec 29, 2015 | Dec 31, 2015 | Jan 13, 2016 | $0.05 | $0.05 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.