HERITAGE INSURANCE HOLDINGS INC

Day range

$36.59 – $37.42

Open

$36.85

Prev close

$36.82

Volume

243.12K

Market cap

$1.09B

Shares out

29.73M

P/E

5.09

P/S

1.29

P/B

1.93

P/FCF

3.68

ROE

37.9%

ROA

8.8%

Debt/Equity

0.13

Div yield

0.00%

As of Oct 23, 2026

• Annual meeting resultsJun 11, 2026

  Heritage Insurance Holdings, Inc. (the "Company") held its annual meeting of stockholders on June 10, 2026 (the "Annual Meeting"). The matters voted on at the Annual Meeting and the final voting results as to each such matter are set forth below.

• Preliminary resultsFeb 23, 2026

  Heritage Insurance Holdings, Inc. (the "Company") issued a press release announcing preliminary financial results for its fiscal quarter ended December 31, 2025 and the date for the release of the Company's fourth quarter and full year 2025 financial results.

• Director departureSep 25, 2025

  On September 23, 2025, Mark Berset notified the Board of Directors (the "Board") of the Company that he would be retiring from the Board to pursue other opportunities, effective immediately. There are no disagreements with Mr. Berset regarding any matter relating to the Company's operations, policies or practices.

• Credit facilityJul 24, 2025

  Heritage Insurance Holdings, Inc. and its subsidiary guarantors entered into the Amended and Restated Credit Agreement dated as of July 22, 2025 with Regions Bank, as administrative agent. The Amended and Restated Agreement increases the overall size of the senior secured credit facilities to an aggregate principal amount of up to $200.0 million (increased from $150.0 million), consisting of (a) a revolving credit facility of up to $50.0 million with extended maturity of July 2030, (b) a term loan facility for $75 million with extended maturity of July 2030, and (c) a $75 million committed delayed draw term loan.

• Annual meeting resultsJun 11, 2025

  Heritage Insurance Holdings, Inc. held its Annual Meeting of Stockholders on June 10, 2025. The matters that were voted on at the Annual Meeting and the final voting results as to each such matter are set forth below. Proposal No. 1: Election of Directors. The following nominees were elected to the Board of Directors to serve until the 2026 Annual Meeting.

Days to cover

2.4

Short interest

786.06K

Avg volume

328.9K

As of Sep 30, 2026 · reported to FINRA twice monthly.

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