Heritage Insurance Holdings Inc 's ROA from the second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Heritage Insurance Holdings Inc 's ROA in the second quarter of 2026?
Heritage Insurance Holdings Inc achieved a return on average assets (ROA) of 9.49 % in its second quarter of 2026, this is above HRTG's average return on assets of 2.38%.
Heritage Insurance Holdings Inc s assets during the 12 months ending in the second quarter of 2026 are valued at $2 billion

ROA has improved compared to 8.8% in the first quarter of 2026, due to net income growth.

However, within the Financial sector 87 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Jun 30 2026 quarter, so far to 697, from total ROA ranking in the first quarter of 2026 at 856.

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Return on Assets ROA▼

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Return On Assets	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Total Assets Change	-3.32 %	-8.68 %	12.14 %	29.87 %	31.83 %
Y / Y Net Income Change	28.5 %	19.72 %	228.56 %	518.51 %	154.51 %
Net Income (TTM) in million	215	202	196	149	107
Return On Assets (TTM)	9.49 %	8.8 %	8.37 %	6.55 %	4.99 %
HRTG's Total Ranking	# 697	# 856	# 993	# 1278	# 1540
Total Assets (TTM) in million	2,452	2,021	2,234	2,367	2,537
Seq. Total Assets Change	21.35 %	-9.53 %	-5.64 %	-6.68 %	14.62 %
Seq. Net Income Change	69.15 %	-45.28 %	32.24 %	4.99 %	57.59 %

HRTG's 5 Years Annual ROA >> Back to HRTG Management Effectiveness >> Compare HRTG ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 7
Sector	# 88
Overall	# 632

Return On Assets Statistics
High	Average	Low
12.79 %	2.38 %	-10.33 %
(Jun 30 2015)		(Sep 30 2022)

Financial Statements
Heritage Insurance Holdings Inc 's Assets	$ 2,452 million	HRTG's Balance sheet
Heritage Insurance Holdings Inc 's Income	$ 62 million	Quarterly HRTG's Income Statement
HRTG's Income by Division		See HRTG's Income by Division

Annual Return On Assets	(Dec 31 2025) FY 2025	(Dec 31 2024) FY 2024	(Dec 31 2023) FY 2023	(Dec 31 2022) FY 2022	(Dec 31 2021) FY 2021
Y / Y Total Assets Change	-13.89 %	16.78 %	-11.39 %	-2.74 %	-5.19 %
Total Assets in million	1,715	1,992	1,706	1,925	1,979
Y / Y Net Income Change	217.84 %	35.83 %	-	-	-
Net Income in million	196	62	45	-154	-75
Annual Return On Assets	11.4 %	3.09 %	2.66 %	-8.02 %	-3.78 %

HRTG's 5 Years Annual ROA >> Back to HRTG Management Effectiveness >> Compare HRTG ROA to its Competitors

Comment on HRTG's ROA in the fiscal year ending 2025

In the fiscal year 2025 ROA improved to 11.4 % compared to prior year, due to annual net income growth of 217.84 % to $195.59 million, and due to decline of value in Heritage Insurance Holdings Inc 's assets by -13.89 % to $1,715.37 million, compared to $1,715.37 a year before.

More Return On Assets Ratios
HRTG's' Return on Assets at Yahoo Finance
Property & Casualty Insurance Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
HRTG's Roa Ratio versus Property & Casualty Insurance Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for HRTG's Competitors
Subscribers only: Roa for Heritage Insurance Holdings Inc 's Suppliers
Subscribers only: Return On Assets for HRTG's Customers

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Companies with similar Return On Assets at Jun 30 2026, within Financial Sector	ROA
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Gcm Grosvenor Inc	21.33 %
Hamilton Lane Incorporated	20.46 %
Invesco Db Commodity Index Tracking Fund	20.23 %
Pjt Partners Inc	20.03 %
Invesco Db Precious Metals Fund	19.76 %
Cohen and Steers Inc	19.70 %
Graniteshares Gold Trust	18.57 %
Corvel Corporation	18.52 %
Moody s Corporation	18.45 %
Slide Insurance Holdings Inc	18.39 %
Medalist Diversified inc	17.99 %
Spdr Gold Trust	17.34 %
Moelis and Co	17.23 %
Evercore Inc	17.22 %
Brookfield Asset Management Ltd	17.13 %
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Abrdn Precious Metals Basket Etf Trust	16.58 %
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First Real Estate Investment Trust Of New Jersey Inc	14.53 %
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Date modified: 2026-09-26T07:08:33+00:00

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