Heritage Insurance Hldgs Stock Market Value
| HRTG Stock | USD 26.07 0.37 1.40% |
| Symbol | Heritage |
Can Property & Casualty Insurance industry sustain growth momentum? Does Heritage have expansion opportunities? Factors like these will boost the valuation of Heritage Insurance. Market participants price Heritage higher when confident in its future expansion prospects. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Heritage Insurance demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth 5.13 | Earnings Share 4.83 | Revenue Per Share | Quarterly Revenue Growth 0.003 | Return On Assets |
The market value of Heritage Insurance Hldgs is measured differently than its book value, which is the value of Heritage that is recorded on the company's balance sheet. Investors also form their own opinion of Heritage Insurance's value that differs from its market value or its book value, called intrinsic value, which is Heritage Insurance's true underlying value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Because Heritage Insurance's market value can be influenced by many factors that don't directly affect Heritage Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Heritage Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heritage Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Heritage Insurance's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Heritage Insurance 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Heritage Insurance's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Heritage Insurance.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Heritage Insurance on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Heritage Insurance Hldgs or generate 0.0% return on investment in Heritage Insurance over 90 days. Heritage Insurance is related to or competes with Universal Insurance, United Fire, Ategrity Specialty, Bowhead Specialty, Donegal Group, American Coastal, and Safety Insurance. Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance prod... More
Heritage Insurance Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Heritage Insurance's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Heritage Insurance Hldgs upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.98 | |||
| Information Ratio | 0.0344 | |||
| Maximum Drawdown | 19.93 | |||
| Value At Risk | (4.89) | |||
| Potential Upside | 4.24 |
Heritage Insurance Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Insurance's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Heritage Insurance's standard deviation. In reality, there are many statistical measures that can use Heritage Insurance historical prices to predict the future Heritage Insurance's volatility.| Risk Adjusted Performance | 0.047 | |||
| Jensen Alpha | 0.1474 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0357 | |||
| Treynor Ratio | 0.7808 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Heritage Insurance's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Heritage Insurance January 31, 2026 Technical Indicators
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| Math Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | 0.047 | |||
| Market Risk Adjusted Performance | 0.7908 | |||
| Mean Deviation | 2.33 | |||
| Semi Deviation | 2.9 | |||
| Downside Deviation | 2.98 | |||
| Coefficient Of Variation | 1844.12 | |||
| Standard Deviation | 3.09 | |||
| Variance | 9.57 | |||
| Information Ratio | 0.0344 | |||
| Jensen Alpha | 0.1474 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0357 | |||
| Treynor Ratio | 0.7808 | |||
| Maximum Drawdown | 19.93 | |||
| Value At Risk | (4.89) | |||
| Potential Upside | 4.24 | |||
| Downside Variance | 8.87 | |||
| Semi Variance | 8.41 | |||
| Expected Short fall | (2.43) | |||
| Skewness | 0.5685 | |||
| Kurtosis | 3.15 |
Heritage Insurance Hldgs Backtested Returns
Heritage Insurance appears to be very steady, given 3 months investment horizon. Heritage Insurance Hldgs holds Efficiency (Sharpe) Ratio of 0.0752, which attests that the entity had a 0.0752 % return per unit of risk over the last 3 months. We have found thirty technical indicators for Heritage Insurance Hldgs, which you can use to evaluate the volatility of the firm. Please utilize Heritage Insurance's Downside Deviation of 2.98, market risk adjusted performance of 0.7908, and Risk Adjusted Performance of 0.047 to validate if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Heritage Insurance holds a performance score of 5. The company retains a Market Volatility (i.e., Beta) of 0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Heritage Insurance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heritage Insurance is expected to be smaller as well. Please check Heritage Insurance's skewness, and the relationship between the value at risk and day median price , to make a quick decision on whether Heritage Insurance's current trending patterns will revert.
Auto-correlation | -0.07 |
Very weak reverse predictability
Heritage Insurance Hldgs has very weak reverse predictability. Overlapping area represents the amount of predictability between Heritage Insurance time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Heritage Insurance Hldgs price movement. The serial correlation of -0.07 indicates that barely 7.0% of current Heritage Insurance price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.07 | |
| Spearman Rank Test | 0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 2.7 |
Currently Active Assets on Macroaxis
When determining whether Heritage Insurance Hldgs is a strong investment it is important to analyze Heritage Insurance's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Heritage Insurance's future performance. For an informed investment choice regarding Heritage Stock, refer to the following important reports:Check out Heritage Insurance Correlation, Heritage Insurance Volatility and Heritage Insurance Performance module to complement your research on Heritage Insurance. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Heritage Insurance technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.