Heritage Insurance Holdings, Inc. (HRTG)

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Heritage Insurance Holdings, Inc. (HRTG) is down 14.7% since the beginning of the year. At $25 per share, HRTG is trading 22.0% below its 52-week high of $32. Investors who bought $1,000 worth of HRTG shares 5 years ago would now be looking at an investment worth $3,131.

Heritage Insurance Holdings, Inc. (HRTG) has returned -14.73% so far this year and 7.27% over the past 12 months. Over the last ten years, HRTG has returned 9.02% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.

Based on dividend-adjusted daily data since May 23, 2014, HRTG's average daily return is +0.09%, while the average monthly return is +1.92%. At this rate, an investment would double in approximately 3.0 years.

Historically, 52% of months were positive and 48% were negative. The best month was Aug 2024 with a return of +101.9%, while the worst month was Apr 2022 at -40.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, HRTG closed higher 48% of trading days. The best single day was Aug 5, 2022 with a return of +44.0%, while the worst single day was Oct 7, 2024 at -23.4%.

Heritage Insurance Holdings, Inc. has an annualized alpha of 13.19%, beta of 0.78, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since May 23, 2014.

• This stock participated in 78.10% of S&P 500 Index downside but only 67.10% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HRTG ranks 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Heritage Insurance Holdings, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Heritage Insurance Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Heritage Insurance Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Heritage Insurance Holdings, Inc. was 94.36%, occurring on Oct 20, 2022. Recovery took 637 trading sessions.

The current Heritage Insurance Holdings, Inc. drawdown is 19.88%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Heritage Insurance Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Heritage Insurance Holdings, Inc. is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.