Recent Investment Analysts’ Ratings Changes for Heritage Insurance (HRTG)

Heritage Insurance (NYSE: HRTG) recently received a number of ratings updates from brokerages and research firms:

• 5/11/2026 – Heritage Insurance was downgraded by Weiss Ratings from “buy (b)” to “buy (b-)”.
• 5/11/2026 – Heritage Insurance was downgraded by Zacks Research from “strong-buy” to “strong sell”.
• 5/11/2026 – Heritage Insurance had its price target lowered by Truist Financial Corporation from $39.00 to $36.00. They now have a “buy” rating on the stock.
• 5/9/2026 – Heritage Insurance was downgraded by Wall Street Zen from “buy” to “hold”.
• 3/27/2026 – Heritage Insurance had its “buy (b)” rating reaffirmed by Weiss Ratings.

Insider Transactions at Heritage Insurance

In related news, CEO Ernie J. Garateix sold 8,334 shares of the stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $27.56, for a total transaction of $229,685.04. Following the completion of the transaction, the chief executive officer directly owned 1,060,955 shares in the company, valued at approximately $29,239,919.80. This trade represents a 0.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Timothy Moura sold 24,769 shares of Heritage Insurance stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $25.76, for a total value of $638,049.44. Following the completion of the sale, the insider directly owned 160,045 shares in the company, valued at approximately $4,122,759.20. This represents a 13.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 130,918 shares of company stock valued at $3,446,606 over the last 90 days. 14.00% of the stock is owned by company insiders.

Heritage Insurance Holdings, Inc (NYSE: HRTG) is a property and casualty insurance holding company that offers homeowners insurance and related coverage products in the United States. Through its primary subsidiary, Heritage Property & Casualty Insurance Company, the firm underwrites standard and non-standard personal lines insurance, including homeowners, dwelling fire, flood, and condominium policies. Heritage leverages a network of independent insurance agents to distribute its products across select regional markets, with an emphasis on serving property owners in areas prone to severe weather events.

Founded in 2011 and headquartered in Jupiter, Florida, Heritage Insurance has grown to become one of the leading providers of residential property insurance in the state.