Heritage Insurance Holdings Inc 's ROA from the third quarter of 2026 to the third 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 third quarter of 2026?
Heritage Insurance Holdings Inc achieved a return on average assets (ROA) of 9.56 % in its third 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 third quarter of 2026 are valued at $2 billion

Despite the company's net income deteriorating, Heritage Insurance Holdings Inc was able to improve its ROA compared to the second quarter of 2026.

However, within the Financial sector 86 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2026 quarter, so far to 699, from total ROA ranking in the second quarter of 2026 at 855.

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Return on Assets ROA▼

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Return On Assets	(Sep 30 2026) III. Quarter	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter
Y / Y Total Assets Change	-4.42 %	-0.68 %	-8.68 %	12.14 %	29.87 %
Y / Y Net Income Change	1.39 %	28.5 %	19.72 %	228.56 %	518.51 %
Net Income (TTM) in million	216	215	202	196	149
Return On Assets (TTM)	9.56 %	9.42 %	8.8 %	8.37 %	6.55 %
HRTG's Total Ranking	# 699	# 855	# 998	# 1287	# 1548
Total Assets (TTM) in million	2,263	2,520	2,021	2,234	2,367
Seq. Total Assets Change	-10.19 %	24.67 %	-9.53 %	-5.64 %	-6.68 %
Seq. Net Income Change	-17.15 %	69.15 %	-45.28 %	32.24 %	4.99 %

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	# 87
Overall	# 633

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	$ 2,263 million	HRTG's Balance sheet
Heritage Insurance Holdings Inc 's Income	$ 51 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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	HRTG's Profitability Ratios	HRTG's Asset Turnover Ratio	HRTG's Dividend Growth
HRTG's Roe	HRTG's Valuation Ratios	HRTG's Financial Strength Ratios	HRTG's Dividend Payout Ratio

Companies with similar Return On Assets at Sep 30 2026, within Financial Sector	ROA
Artisan Partners Asset Management Inc	24.14 %
Exzeo Group Inc	23.30 %
Ltc Properties Inc	22.32 %
Miami International Holdings Inc	20.19 %
Moody s Corporation	19.21 %
Cohen and Steers Inc	18.80 %
Federated Hermes Inc	18.68 %
Slide Insurance Holdings Inc	18.23 %
Hamilton Lane Incorporated	17.67 %
Alexanders Inc	16.60 %
Erie Indemnity Company	16.52 %
Price T Rowe Group Inc	14.96 %
Alliancebernstein Holding L p	14.59 %
Cboe Global Markets Inc	14.00 %
Hci Group Inc	13.51 %
Tradeweb Markets Inc	12.11 %
Morningstar inc	11.52 %
Houlihan Lokey Inc	10.16 %
Paccar Inc	10.09 %
Tiptree Inc	9.67 %
Progressive Corp	9.34 %
Victory Capital Holdings Inc	9.28 %
Kingstone Companies Inc	8.91 %
S and p Global Inc	8.90 %
Pagaya Technologies Ltd	8.69 %
Public Storage	8.56 %
Sba Communications Corporation	8.43 %
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Universal Insurance Holdings Inc	7.69 %
Manhattan Bridge Capital Inc	7.60 %

Date modified: 2026-11-07T13:21:52+00:00

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