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HRTG
NYSE Finance

Heritage Insurance Q2 Net Income Jumps 28.5% to $61.7M; Combined Ratio Improves to 64.9%

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Insurance Stocks · Financial
Sentiment info
Positive
Importance info
8
Price
$32.79
Mkt Cap
$995.174M
52W Low
$18.771
52W High
$36.5
52W Position info
75% above low
Off High info
10% below high
Rel. Volume info
0.3× avg
Market data snapshot near publication time

HRTG sits 75% above its 52-week low of $18.771 on light trading volume (0.3× avg).

Summary

Heritage Insurance posted Q2 net income of $61.7 million, up 28.5% year-over-year, driven by favorable reserve development and lower reinsurance costs. The net combined ratio improved to 64.9%, and the company repurchased $12.6 million in stock under a new $50 million buyback plan.


Key Events · Earnings and Guidance · HRTG

  • Q2 Net Income Surges 28.5%

    Net income reached $61.7 million, or $2.05 per diluted share, compared to $48.0 million, or $1.55 per share, in the prior-year quarter.

  • Combined Ratio Improves to 64.9%

    The net combined ratio improved 8.0 points from 72.9% a year ago, driven by a lower loss ratio (30.4% vs 38.5%) and stable expenses.

  • Favorable Reserve Development Boosts Results

    Net favorable prior-year loss development was $23.4 million, up from $2.3 million in Q2 2025, reflecting better-than-expected claims trends.

  • Reinsurance Program Savings of $63.2 Million

    The 2026-2027 catastrophe reinsurance program was placed at a lower cost, generating $63.2 million in treaty-year savings, with seven-twelfths recognized in 2026.


Analysis · HRTG · Finance

A strong second quarter saw net income climb 28.5% to $61.7 million, while the net combined ratio improved by 8 points to 64.9%. The performance was fueled by $23.4 million in favorable prior-year loss development, milder weather losses, and a more cost-effective catastrophe reinsurance program that delivered $63.2 million in savings. Management signaled confidence in the underlying earnings power by aggressively repurchasing shares under a new $50 million buyback plan. These results reinforce the turnaround narrative that has been gaining traction over the past year.

How filings like this one have moved

In the 30 days to Sep 15, 2026, 35.6% of the 1100 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, HRTG was trading at $32.79 on NYSE in the Finance sector, with a market capitalization of approximately $995.2M. The 52-week trading range was $18.77 to $36.50. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.

View Main SEC Filing

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HRTG - Latest Insights

HRTG
Aug 05, 2026, 5:15 PM EDT
Source: Reuters
Importance Score:
8
Price at Filing: $31.17
Real-time Price: $34.78 info
Change: +$3.61 (+12%) info
Market Cap: $1.034B info
HRTG
May 28, 2026, 7:56 PM EDT
Filing Type: 8-K
Importance Score:
9
Price at Filing: $22.00
Real-time Price: $34.78 info
Change: +$12.78 (+58%) info
Market Cap: $1.034B info
HRTG
May 08, 2026, 1:00 PM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $22.62
Real-time Price: $34.78 info
Change: +$12.16 (+54%) info
Market Cap: $1.034B info
HRTG
May 07, 2026, 4:46 PM EDT
Source: Reuters
Importance Score:
7
Price at Filing: $25.07
Real-time Price: $34.78 info
Change: +$9.71 (+39%) info
Market Cap: $1.034B info
HRTG
May 07, 2026, 4:30 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $25.08
Real-time Price: $34.78 info
Change: +$9.70 (+39%) info
Market Cap: $1.034B info