Reading HRTG? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
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Track HRTG free→QuarterlyIQ Insights · HRTG
Next print, the company's guidance track record, and the earnings events we've seen in the last few years.
Likelihood the company beats analyst consensus on its next print. Read from its own beat history plus how sector peers have been reporting. Not a price-direction call: a serial beater often has the beat already priced in.
Prints it beat consensus, recent quarters.
Indicative, not a guarantee. Base rate ~71%.
Industry peers that beat since this name last reported.
Management's most recent EPS guidance action.
expected = 0.35*own_median(25.0) + peer(0.2*0) + term(0.0) → 8.75% (capped ±15.0)
Calibrated likelihood the company misses analyst consensus on its next print, read from its own miss history plus its industry base rate. A fundamental tilt, not a price call — and a quiet watch-flag, not an alarm.
Worth watching into the next print: this name has erratic recent earnings surprises and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Calibrated. Base rate ~24%.
Consecutive quarters it missed, most recent run.
How often this industry misses, baseline.
Industry peers that missed in the recent window.
in 48 days
Average absolute move on past earnings days.
Annualized: recent baseline volatility.
Of the last 1 guided quarters.
Actual vs. guided EPS, signed.
Excess return vs. sector ETF, day after print.
Provisional scorecard: fewer than 4 guided quarters in the corpus.
Earnings prints and pre-announcements detected in the SEC filing stream.
Results of Operations and Financial Condition. On May 7, 2026, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchan…
Quarterly EPS and revenue actuals vs. consensus across the last eight quarters (including beat/miss size and the forward consensus heading into the next print) are on the way.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Results of Operations and Financial Conditions. On March 9, 2026, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter and full year ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as…
above and the accompanying Exhibit 99.1 while at the conference. The information furnished under Items 2.02 and 7.01 of this Current Report, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference…
Results of Operations and Financial Conditions. On November 5, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (t…
Results of Operations and Financial Conditions. On August 5, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended June 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exc…
Results of Operations and Financial Conditions. On May 6, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended March 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Excha…
Results of Operations and Financial Conditions. On March 11, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the…
Results of Operations & Financial Condition. On January 29, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing estimated catastrophe losses and other preliminary results for its quarter ended December 31, 2024 and estimated catastrophe losses related to the Southern California wildfires expected to be incurred in the first quarter of 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnish…