Heritage Insurance Holdings, INC

Market Movers (8-K)

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NYSE
Heritage Insurance Holdings announced record second quarter 2026 net income of $61.7 million, a 28.5% increase year-over-year, driven by improved loss ratios and revenue growth.
Better than expected
NYSE
Heritage Insurance Holdings, Inc. reported the results of its annual meeting of stockholders held on June 10, 2026, with all proposals passing.
NYSE
Heritage Insurance Holdings announced record first quarter 2026 net income of $36.5 million, driven by improved loss ratios and investment income.
Better than expected
NYSE
Heritage Insurance Holdings, Inc. announced preliminary fourth quarter 2025 financial results, projecting after-tax net income over $60 million and full-year return on equity exceeding 45%.
Better than expected
NYSE
Heritage Insurance Holdings, Inc. reported a significant increase in third-quarter 2025 net income to $50.4 million, or $1.63 per diluted share, driven by improved underwriting and strategic initiatives.
Better than expected
NYSE
Heritage Insurance Holdings, Inc. announced the immediate retirement of director Mark Berset from its Board of Directors to pursue other opportunities.

Quarterly Earnings (10-Q)

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NYSE
Heritage Insurance Holdings, Inc. announced a substantial increase in net income for the second quarter of 2026, driven by lower losses and higher revenues, alongside an improved combined ratio.
Better than expected
NYSE
Heritage Insurance Holdings reports strong Q1 2026 results with $36.5 million in net income, driven by improved underwriting and lower catastrophe losses.
Better than expected
NYSE
Heritage Insurance Holdings, Inc. reported a significant increase in net income for Q3 2025, driven by reduced losses and improved operating efficiency.
Better than expected
Capital raise
NYSE
Heritage Insurance Holdings, Inc. reports a significant increase in net income and improved profitability ratios, driven by reduced losses and strategic initiatives.
Capital raise
Better than expected
NYSE
Heritage Insurance Holdings' Q1 2025 net income surged to $30.5 million, driven by increased net premiums earned and relatively flat total expenses.
Better than expected
NYSE
Heritage Insurance Holdings reports a significant improvement in Q3 2024 financial results, achieving net income of $8.2 million compared to a net loss in the same period last year, driven by strategic initiatives and improved market conditions.
Better than expected

Annual Reports (10-K)

NYSE
Heritage Insurance Holdings, Inc. filed an amended annual report for 2025, primarily to include the auditor's report date, while showcasing significant improvements in net income and operating results.
Capital raise
Better than expected
NYSE
Heritage Insurance Holdings, Inc. reported a significant financial turnaround in 2025, with net income increasing by 217.8% to $195.6 million, driven by improved underwriting and lower catastrophe losses.
Better than expected
Capital raise
NYSE
Heritage Insurance Holdings files an amendment to its annual report to correct the number of outstanding shares of common stock.
NYSE
Heritage Insurance Holdings achieved a profitable 2024, driven by strategic initiatives focused on underwriting discipline and portfolio optimization.
Better than expected
NYSE
Heritage Insurance Holdings reports a net income of $45.3 million for 2023, a significant turnaround from a net loss of $154.4 million in the previous year, driven by strategic portfolio adjustments and reduced losses.
Better than expected
Capital raise

Insider Trading (Form 4)

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NYSE
Ernie J Garateix, Chief Executive Officer and a Director of Heritage Insurance Holdings, Inc., sold 10,000 shares of common stock on August 17, 2026.
NYSE
Kirk Lusk, Chief Financial Officer of Heritage Insurance Holdings, Inc., sold 10,000 shares of common stock on August 17, 2026 for $34.16 per share.
NYSE
Timothy Moura, See Remarks of Heritage Insurance Holdings, Inc., sold 15,104 shares of common stock on August 10, 2026 for $32.49 per share.
NYSE
Sharon Binnun, Chief Accounting Officer of Heritage Insurance Holdings, Inc., sold 9,200 shares of common stock on August 3, 2026 for $30.03 per share.
NYSE
Sharon Binnun, Chief Accounting Officer at Heritage Insurance Holdings, Inc., reported a sale of 9,200 shares of common stock.
NYSE
Heritage Insurance Holdings, Inc. director Joseph Vattamattam acquired 2,703 shares of common stock as part of a compensation grant.

Proxy Statements (Def-14A)

NYSE
Heritage Insurance Holdings will hold its annual stockholders meeting on June 10, 2025, to vote on director elections, auditor ratification, executive compensation, and an amendment to the 2023 Omnibus Incentive Plan.
NYSE
Heritage Insurance Holdings is holding its annual meeting to vote on key proposals including director elections, auditor ratification, executive compensation, and an amendment to the company's incentive plan.
Better than expected
NYSE
Heritage Insurance Holdings will hold its annual stockholder meeting on June 5, 2024, to vote on director elections, auditor ratification, and executive compensation.
NYSE
Heritage Insurance Holdings will hold its annual stockholders meeting on June 5, 2024, both in person and virtually, to vote on director elections, auditor ratification, and executive compensation.
Better than expected
Delay expected

Schedule 13G - Passive Investments

NYSE
The Vanguard Group has reported a 0% beneficial ownership in Heritage Insurance Holdings Inc. following an internal realignment, disaggregating its reporting from certain subsidiaries.
NYSE
The Vanguard Group has reported a 5.3% beneficial ownership stake in Heritage Insurance Holdings Inc., primarily for investment purposes.
NYSE
Raymond T. Hyer and affiliated entities disclose a 7.03% beneficial ownership stake in Heritage Insurance Holdings, Inc. common stock.
NYSE
Dimensional Fund Advisors LP has filed an amended Schedule 13G, disclosing a 3.6% beneficial ownership stake in Heritage Insurance Holdings Inc. as of March 31, 2025.
NYSE
Dimensional Fund Advisors LP has filed a Schedule 13G, reporting a 5.1% passive ownership stake in Heritage Insurance Holdings Inc. as of December 31, 2024.