HRTG Heritage Insurance Holdings, Inc. Common Stock
NYSE · Insurance · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 7, 2026
$33,99
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$20,48mínimo 52 semanas
$36,50máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.01B
P/E (TTM)
4.8
BPA (TTM)
$7.02
Ingresos (TTM)
$855M
tus insignias
Rango 52S
$20–$36
Calificación del Analista
BUY
Precio Objetivo
$39
P/E
4.8
ROE
45.3%
Margen de Beneficio Neto
25.2%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
HRTG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$33.99
Capitalización Bursátil (MRQ)
$1.01B
P/E (TTM)
4.8
BPA (TTM)
$7.02
Ingresos (TTM)
$855M
ROE (TTM)
45.3%
Rango 52S
$20–$37
HRTG Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$847M2016-12-31 → 2025-12-31
BPA$6.322016-12-31 → 2025-12-31
Flujo de caja libre$174M2016-12-31 → 2025-12-31
Margen neto25.2%2016-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | HRTG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 4.8promedio 5A ≈2.4 | ≈2.4 | 11.2 | Infravalorado | |
| P/S (TTM) | 1.2promedio 5A ≈0.4 | ≈0.4 | 1.1 | Infravalorado | |
| P/C (MRQ) | 1.8promedio 5A ≈0.9 | ≈0.9 | 1.7 | Infravalorado | |
| Precio / FCF (TTM) | 3.4promedio 5A ≈2.5 | ≈2.5 | · | · | |
| Precio / Flujo de Caja (TTM) | 3.3promedio 5A ≈2.3 | ≈2.3 | 6.9 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 1.9promedio 5A ≈1.2 | ≈1.2 | · | · | |
| PEG Ratio (Ratio PEG) | ≈0.1 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | HRTG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 34.5%promedio 5A ≈1.4% | ≈1.4% | · | · | |
| Margen EBITDA (TTM) | 35.3%promedio 5A ≈1.6% | ≈1.6% | 2.0% | De primer nivel | |
| Margen antes de impuestos (TTM) | 33.6%promedio 5A ≈0.14% | ≈0.14% | 14.2% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 25.2%promedio 5A ≈-1.5% | ≈-1.5% | 13.2% | De primer nivel | |
| ROA (TTM) | 8.6%promedio 5A ≈-0.09% | ≈-0.09% | 3.4% | De primer nivel | |
| ROE (TTM) | 45.3%promedio 5A ≈-18.9% | ≈-18.9% | 14.6% | De primer nivel | |
| ROIC | 39.9%promedio 5A ≈-16.5% | ≈-16.5% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | HRTG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 3.7%promedio 5A ≈7.4% | ≈7.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 8.6%promedio 5A ≈8.3% | ≈8.3% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 7.4% | · | · | · | |
| EPS YoY (EPS interanual) | 214.4% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 217.8% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 73.7% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 80.5% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 69.4% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 83.8% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | HRTG | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.3 | ≈0.3 | 0.4 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.6M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Pago anualizado≈$0.24
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jun 13, 2022 | $0,06 | USD | ≈6.8% |
| Mar 16, 2022 | $0,06 | USD | ≈3.6% |
| Dic 14, 2021 | $0,06 | USD | ≈4.1% |
| Sep 14, 2021 | $0,06 | USD | ≈3.8% |
| Jun 14, 2021 | $0,06 | USD | ≈2.7% |
| Mar 12, 2021 | $0,06 | USD | ≈2.1% |
| Dic 14, 2020 | $0,06 | USD | ≈2.5% |
| Sep 14, 2020 | $0,06 | USD | ≈1.9% |
| Jun 12, 2020 | $0,06 | USD | ≈2.0% |
| Mar 13, 2020 | $0,06 | USD | ≈2.3% |
| Dic 13, 2019 | $0,06 | USD | ≈1.8% |
| Sep 13, 2019 | $0,06 | USD | ≈1.6% |
| Jun 13, 2019 | $0,06 | USD | ≈1.5% |
| Mar 14, 2019 | $0,06 | USD | ≈1.6% |
| Dic 13, 2018 | $0,06 | USD | ≈1.6% |
| Sep 13, 2018 | $0,06 | USD | ≈1.5% |
| Jun 14, 2018 | $0,06 | USD | ≈1.5% |
| Mar 14, 2018 | $0,06 | USD | ≈1.4% |
| Nov 16, 2017 | $0,06 | USD | ≈1.4% |
| Sep 14, 2017 | $0,06 | USD | ≈1.9% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
71.4%
Próximo informe
Nov 03, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 11, 2026 | $2.05 | $1.27 | 61.3% |
| 31 de marzo de 2026 | $1.19 | $1.56 | -23.8% | |
| 31 de diciembre de 2025 | $2.15 | $1.77 | 21.4% | |
| 30 de septiembre de 2025 | $1.63 | $0.54 | 201.5% | |
| 30 de junio de 2025 | $1.55 | $1.03 | 50.4% | |
| 31 de marzo de 2025 | $0.99 | $0.46 | 117.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $847M | $817M | $735M | $662M | $632M | $593M | $511M | $480M | $407M | $439M | $395M | $234M | |
| SG&A Expense | $93M | $85M | $78M | $70M | $66M | $82M | $81M | $89M | $72M | $59M | $46M | $33M | |
| Operating Income | $267M | $94M | $63M | $-157M | $-68M | $10M | $50M | $70M | $50M | $57M | $150M | $74M | |
| Other Non-op | · | · | · | · | · | · | $-48.0K | $-11M | $-42M | · | · | · | |
| Pretax Income | $259M | $83M | $52M | $-166M | $-76M | $2M | $41M | $39M | $-6M | $56M | $150M | $74M | |
| Income Tax | $64M | $21M | $7M | $-12M | $-1M | $-7M | $12M | $12M | $-5M | $23M | $58M | $27M | |
| Net Income | $196M | $62M | $45M | $-154M | $-75M | $9M | $29M | $27M | $-1M | $34M | $93M | $47M | |
| EPS (Basic) | $6.33 | $2.01 | $1.73 | $-5.86 | $-2.69 | $0.33 | $0.98 | $1.05 | $-0.04 | $1.14 | $3.08 | $1.92 | |
| EPS (Diluted) | $6.32 | $2.01 | $1.73 | $-5.86 | $-2.69 | $0.33 | $0.98 | $1.04 | $-0.04 | $1.14 | $3.05 | $1.82 | |
| Shares (Basic) | 30,890,609 | 30,595,348 | 26,193,065 | 26,343,826 | 27,804,355 | 27,978,519 | 29,213,910 | 25,941,253 | 26,798,465 | 29,632,171 | 30,056,491 | 24,568,876 | |
| Shares (Diluted) | 30,949,899 | 30,654,611 | 26,252,328 | 26,343,826 | 27,804,355 | 27,988,966 | 29,232,981 | 26,095,874 | 26,798,465 | 29,634,349 | 30,326,468 | 25,816,560 | |
| EBITDA | $274M | · | $63M | $-157M | $-68M | $10M | $50M | $70M | $50M | $57M | $1M | $800.0K |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $559M | $453M | $464M | $281M | $359M | $441M | $268M | $250M | $154M | $106M | $236M | $160M | |
| PP&E (Net) | $28M | $38M | $33M | $26M | $17M | $19M | $21M | $18M | $19M | $17M | $17M | $17M | |
| PP&E (Gross) | $48M | $58M | $50M | $40M | $30M | $30M | $31M | $26M | $24M | $21M | $19M | $18M | |
| Accum. Depreciation | $20M | $20M | $17M | $15M | $13M | $11M | $10M | $8M | $5M | $4M | $2M | $927.0K | |
| Goodwill | · | · | · | $0 | $92M | $152M | $152M | $152M | $152M | $46M | $8M | $2M | |
| Intangibles | $30M | $36M | $43M | $50M | $56M | $62M | $69M | $77M | $102M | $27M | $2M | · | |
| Total Assets | $2.20B | $2.47B | $2.12B | $2.39B | $1.98B | $2.09B | $1.94B | $1.77B | $1.77B | $1.03B | $837M | $615M | |
| Deferred Tax | · | · | · | $0 | $9M | $18M | $13M | · | · | · | · | · | |
| Total Liabilities | $1.69B | $2.18B | $1.90B | $2.26B | $1.64B | $1.65B | $1.49B | $1.34B | $1.39B | $675M | $481M | $360M | |
| Long-term Debt | $78M | $116M | $120M | $129M | $121M | $121M | $129M | $149M | $184M | $73M | · | · | |
| Common Stock | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | · | $188M | |
| Retained Earnings | $283M | $88M | $26M | $-19M | $138M | $220M | $217M | $196M | $175M | $183M | $156M | $65M | |
| Treasury Stock | $133M | $131M | $131M | $131M | $124M | $115M | $105M | $89M | $87M | $26M | · | · | |
| AOCI | $-11M | $-29M | $-35M | $-54M | $-5M | $6M | $7M | $-7M | $-3M | $-5M | $-2M | $2M | |
| Stockholders' Equity | $505M | $291M | $220M | $131M | $343M | $442M | $449M | $425M | $380M | $358M | $357M | $255M | |
| Liabilities + Equity | $2.20B | $2.47B | $2.12B | $2.39B | $1.98B | $2.09B | $1.94B | $1.77B | $1.77B | $1.03B | $837M | $615M | |
| Shares Outstanding | 30,833,776 | 30,607,039 | 30,218,938 | 25,539,433 | 26,753,511 | 27,748,606 | 28,650,918 | 29,477,756 | 25,885,004 | 28,840,443 | 30,441,410 | 29,794,960 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $3M | $2M | $8M | $8M | $8M | $10M | $27M | $8M | $9M | $1M | $800.0K | |
| Stock-based Comp | $5M | $3M | $1M | $2M | $1M | $5M | $5M | $5M | $5M | $5M | $3M | $3M | |
| Deferred Tax | $2M | $-5M | $40.0K | $-11M | $-6M | $6M | $-898.0K | $-22M | $20M | $3M | $1M | $-4M | |
| Amort. of Intangibles | $6M | $6M | $6M | $6M | $6M | $6M | $8M | $25M | $6M | $7M | $80.0K | · | |
| Other Non-cash | $-28M | · | · | · | · | · | · | · | · | · | $56M | $147M | |
| Operating Cash Flow | $182M | $87M | $70M | $-34M | $60M | $170M | $120M | $96M | $7M | $83M | $147M | $194M | |
| CapEx | $8M | $8M | $10M | $9M | $1M | $755.0K | $5M | $2M | $385.0K | $2M | $1M | $7M | |
| Investing Cash Flow | $-33M | $-92M | $101M | $-38M | $-124M | $22M | $-54M | $23M | $-7M | $-249M | · | · | |
| Debt Issued | · | $0 | $0 | $35M | $3M | $0 | $0 | $114M | · | · | · | · | |
| Net Debt Issued | · | · | $0 | $35M | $3M | · | · | $35M | · | · | · | · | |
| Stock Issued | $0 | $-3.0K | $25M | $0 | $0 | · | · | · | · | · | · | $88.0K | |
| Stock Repurchased | · | $0 | $0 | $7M | $8M | $10M | $16M | $2M | $62M | $26M | · | · | |
| Net Stock Activity | $0 | · | $25M | $-7M | $-8M | $-10M | $-16M | $-2M | $-62M | $-26M | · | $88.0K | |
| Dividends Paid | · | · | $11.0K | $5M | $7M | $7M | $7M | $6M | $8M | $7M | · | · | |
| Financing Cash Flow | $-41M | $-5M | $15M | $-5M | $-17M | $-29M | $-45M | $-32M | $48M | $44M | $10M | · | |
| Net Change in Cash | $109M | $-10M | $186M | $-77M | $-82M | $163M | $21M | $88M | $48M | $-123M | $76M | $95M | |
| Taxes Paid | $58M | $13M | $8M | $-285.0K | $528.0K | $16M | $14M | $31M | $4M | $32M | $69M | $13M | |
| Free Cash Flow | $174M | · | $61M | $-36M | $59M | $169M | $115M | $93M | $7M | $74M | $153M | $187M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 31.5% | · | 8.6% | -23.8% | -10.8% | 1.7% | 9.7% | 14.5% | 12.2% | 12.9% | · | · | |
| Net Margin | 23.1% | · | 6.2% | -23.3% | -11.8% | 1.6% | 5.6% | 5.7% | -0.28% | 7.7% | 23.4% | 20.1% | |
| Pretax Margin | 30.6% | · | 7.1% | -25.1% | -12.0% | 0.37% | 8.0% | 8.1% | -1.5% | 12.8% | 38.1% | 31.8% | |
| EBITDA Margin | 32.3% | · | 8.6% | -23.8% | -10.8% | 1.7% | 9.7% | 14.5% | 12.2% | 12.9% | 0.33% | 0.34% | |
| ROA | 8.4% | · | 2.0% | -7.1% | -3.7% | 0.46% | 1.5% | 1.5% | -0.08% | 3.6% | 12.7% | 10.5% | |
| ROE | 44.0% | · | 24.4% | -124.1% | -20.0% | 2.1% | 6.4% | 6.7% | -0.33% | 9.2% | 26.9% | 19.4% | |
| ROIC | 39.9% | · | 25.0% | -111.5% | -19.5% | 9.7% | 7.7% | 11.4% | 2.5% | 9.5% | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.5 | 0.5 | 0.5 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $16.39 | · | $7.29 | $5.13 | $12.82 | $15.94 | $15.66 | $14.43 | $14.67 | $12.41 | $11.71 | $8.56 | |
| Revenue / Share | $27.38 | · | $28.02 | $25.15 | $22.71 | $21.20 | $17.49 | $18.40 | $15.17 | $14.81 | $13.02 | $9.06 | |
| Cash Flow / Share | $5.89 | · | $2.68 | $-1.30 | $2.16 | $6.08 | $4.09 | $3.66 | $0.28 | $2.54 | $5.07 | $7.52 | |
| Cash / Share | $18.14 | · | $15.34 | $11.00 | $13.43 | $15.89 | $9.37 | $8.48 | $5.94 | $3.67 | $7.76 | $5.39 | |
| Dividend / Share | · | · | · | $0.24 | $0.24 | $0.24 | $0.24 | $0.24 | $0.24 | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | · | $0.24 | $0.30 | $0.23 | $0.05 | · | |
| EPS (TTM) | $6.32 | $2.01 | $1.73 | $-5.86 | $-2.69 | $0.33 | $0.98 | $1.04 | $-0.04 | $1.14 | $3.05 | $1.82 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | 11.1% | 11.0% | 4.9% | 6.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.6% | 9.0% | 7.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 214.4% | 16.2% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 73.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 80.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 217.8% | 35.8% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 69.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 83.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $847M | $817M | $735M | $662M | $632M | $593M | $511M | $480M | $407M | $439M | $395M | $234M | |
| Net Income TTM | $196M | $62M | $45M | $-154M | $-75M | $9M | $29M | $27M | $-1M | $34M | $93M | $47M | |
| Market Cap | $902M | · | $197M | $46M | $157M | $281M | $380M | $434M | $466M | $452M | $664M | $579M | |
| P/E | 4.6 | 6.0 | 3.8 | -0.3 | -2.2 | 30.7 | 13.5 | 14.2 | -450.5 | 13.7 | 7.2 | 10.7 | |
| P/S | 1.1 | · | 0.3 | 0.1 | 0.2 | 0.5 | 0.7 | 0.9 | 1.1 | 1.0 | 1.7 | 2.5 | |
| P/B | 1.8 | · | 0.9 | 0.4 | 0.5 | 0.6 | 0.8 | 1.0 | 1.2 | 1.3 | 1.9 | 2.3 | |
| P / Tangible Book | 1.9 | 1.5 | 1.1 | 0.6 | 0.8 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 5.0 | · | 2.8 | -1.3 | 2.6 | 1.7 | 3.2 | 4.5 | 61.7 | 6.0 | 4.3 | 3.0 | |
| P / FCF | 5.2 | · | 3.3 | -1.3 | 2.7 | 1.7 | 3.3 | 4.7 | 65.0 | 6.1 | 4.4 | 3.1 | |
| Dividend Yield | · | · | 0.01% | 10.4% | 4.3% | 2.4% | 1.8% | 1.5% | 1.8% | 1.5% | · | · | |
| Earnings Yield | 21.6% | 16.6% | 26.5% | -325.6% | -45.8% | 3.3% | 7.4% | 7.1% | -0.22% | 7.3% | 14.0% | 9.4% | |
| Payout Ratio | · | · | 0.02% | -3.1% | -9.0% | 73.5% | 24.3% | 23.5% | -737.2% | 20.1% | · | · | |
| Annual Payout | · | · | $11.0K | $5M | $7M | $7M | $7M | $6M | $8M | $7M | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $214M | $213M | $215M | $212M | $208M | $212M | $210M | $212M | $204M | $191M | $187M | $186M | $185M | $177M | $175M | $165M | |
| SG&A Expense | $24M | $25M | $22M | $22M | $24M | $24M | $21M | $22M | $23M | $20M | $17M | $22M | $20M | $19M | $15M | $18M | |
| Operating Income | $84M | $51M | $90M | $70M | $65M | $42M | $32M | $12M | $28M | $23M | $36M | $-9M | $16M | $20M | $15M | $-47M | |
| Pretax Income | $82M | $49M | $88M | $68M | $63M | $40M | $29M | $9M | $25M | $20M | $33M | $-12M | $14M | $17M | $12M | $-49M | |
| Income Tax | $20M | $13M | $21M | $18M | $15M | $10M | $9M | $842.0K | $6M | $6M | $2M | $-5M | $6M | $3M | $-651.0K | $-1M | |
| Net Income | $62M | $36M | $67M | $50M | $48M | $30M | $20M | $8M | $19M | $14M | $31M | $-7M | $8M | $14M | $13M | $-48M | |
| EPS (Basic) | $2.06 | $1.19 | $2.16 | $1.63 | $1.55 | $0.99 | $0.66 | $0.27 | $0.62 | $0.47 | $1.16 | $-0.28 | $0.30 | $0.55 | $0.44 | $-1.83 | |
| EPS (Diluted) | $2.05 | $1.19 | $2.15 | $1.63 | $1.55 | $0.99 | $0.66 | $0.27 | $0.61 | $0.47 | $1.16 | $-0.28 | $0.30 | $0.55 | $0.44 | $-1.83 | |
| Shares (Basic) | 30,017,180 | 30,680,933 | · | 30,962,464 | 31,004,218 | 30,697,826 | · | 30,684,198 | 30,649,732 | 30,376,682 | · | 26,698,806 | 25,567,157 | 25,558,305 | · | 26,369,265 | |
| Shares (Diluted) | 30,076,443 | 30,740,251 | · | 31,021,780 | 31,063,481 | 30,757,089 | · | 30,743,461 | 30,708,995 | 30,435,945 | · | 26,698,806 | 25,626,420 | 25,617,568 | · | 26,369,265 | |
| EBITDA | $85M | $52M | · | $72M | $66M | $44M | · | $12M | $28M | $23M | · | · | $16M | $20M | · | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $588M | $517M | $559M | $560M | $473M | $426M | $453M | $510M | $481M | $386M | · | $229M | $247M | $330M | · | $298M | |
| PP&E (Net) | $28M | $28M | $28M | $28M | $39M | $39M | $38M | $37M | $35M | $33M | · | $32M | $31M | $28M | · | $23M | |
| PP&E (Gross) | $47M | $46M | $48M | $46M | $62M | $61M | $58M | $56M | $53M | $50M | · | $49M | $46M | $43M | · | $37M | |
| Accum. Depreciation | $19M | $18M | $20M | $18M | $23M | $22M | $20M | $19M | $18M | $18M | · | $16M | $16M | $15M | · | $14M | |
| Goodwill | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Intangibles | $27M | $29M | $30M | $32M | $33M | $35M | $36M | $38M | $39M | $41M | · | $44M | $46M | $48M | · | $51M | |
| Total Assets | $2.45B | $2.02B | $2.20B | $2.37B | $2.54B | $2.21B | $2.47B | $2.37B | $2.60B | $2.13B | · | $2.37B | $2.36B | $2.16B | · | $2.52B | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $1.88B | $1.50B | $1.69B | $1.93B | $2.15B | $1.88B | $2.18B | $2.10B | $2.34B | $1.90B | · | $2.22B | $2.20B | $2.00B | · | $2.40B | |
| Long-term Debt | $71M | $78M | $78M | $79M | $92M | $95M | $116M | $119M | $121M | $123M | · | $122M | $124M | $127M | · | $121M | |
| Common Stock | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | $3.0K | · | $3.0K | |
| Retained Earnings | $381M | $320M | $283M | $217M | $166M | $118M | $88M | $67M | $59M | $40M | · | $-5M | $3M | $-5M | · | $-32M | |
| Treasury Stock | $158M | $143M | $133M | $133M | $131M | $131M | $131M | $131M | $131M | $131M | · | $131M | $131M | $131M | · | $130M | |
| AOCI | $-15M | $-14M | $-11M | $-13M | $-18M | $-22M | $-29M | $-20M | $-35M | $-35M | · | $-50M | $-47M | $-44M | · | $-55M | |
| Stockholders' Equity | $568M | $520M | $505M | $437M | $383M | $329M | $291M | $279M | $255M | $235M | $220M | $151M | $161M | $155M | $131M | $118M | |
| Liabilities + Equity | $2.45B | $2.02B | $2.20B | $2.37B | $2.54B | $2.21B | $2.47B | $2.37B | $2.60B | $2.13B | · | $2.37B | $2.36B | $2.16B | · | $2.52B | |
| Shares Outstanding | 29,732,416 | 30,334,925 | 30,833,776 | 30,911,435 | 31,017,570 | 30,993,270 | 30,607,039 | 30,684,198 | 30,684,198 | 30,636,496 | · | 26,796,586 | 25,622,495 | 25,558,751 | · | 25,898,930 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $2M | $2M | $2M | $1M | $1M | $1M | $696.0K | $718.8K | $680.2K | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $2M | $986.0K | $1M | $1M | $2M | $1M | $1M | $820.0K | $833.0K | $595.0K | $-764.0K | $1M | $403.0K | $395.0K | $501.0K | $499.0K | |
| Deferred Tax | $38.0K | $1M | $950.0K | $2M | $9M | $-10M | $-105.0K | $-3M | $3M | $-4M | $479.0K | $-4M | $8M | $-4M | $-2M | $-786.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $-3M | $5M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $-16M | · | · | · | $-22M | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $142M | $25M | $14M | $124M | $43M | $837.0K | $-56M | $-13M | $152M | $4M | $100M | $-53M | $9M | $15M | $-19M | $32M | |
| CapEx | $657.0K | $2M | $3M | $2M | $2M | $2M | $3M | $3M | $2M | $229.0K | $1M | $2M | $6M | $2M | $4M | $4M | |
| Investing Cash Flow | $-53M | $-44M | $-12M | $-24M | $7M | $-3M | $2M | $45M | $-55M | $-83M | $113M | $38M | $-87M | $37M | $-4M | $-19M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $35M | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $614.0K | $2M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $11.0K | · | $2M | |
| Financing Cash Flow | $-21M | $-20M | $-3M | $-13M | $-2M | $-22M | $-3M | $-2M | $-2M | $3M | $22M | $-2M | $-2M | $-2M | $7M | $-5M | |
| Net Change in Cash | $68M | $-39M | $-1M | $87M | $48M | $-24M | $-57M | $29M | $94M | $-76M | $235M | $-18M | $-80M | $49M | $-16M | $7M | |
| Taxes Paid | · | · | $10M | $3M | $45M | $0 | $-106.0K | $515.0K | $12M | $0 | $230.0K | $1M | $7M | $-676.0K | $-7M | $337.0K | |
| Free Cash Flow | · | $23M | · | · | · | $-1M | · | · | · | $4M | · | · | · | $15M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 39.1% | 23.9% | · | 33.0% | 31.2% | 20.1% | · | 5.5% | 13.6% | 11.9% | · | · | 8.8% | 11.4% | · | · | |
| Net Margin | 28.8% | 17.2% | · | 23.7% | 23.1% | 14.4% | · | 3.9% | 9.3% | 7.4% | · | · | 4.2% | 7.9% | · | · | |
| Pretax Margin | 38.4% | 23.1% | · | 32.1% | 30.3% | 18.9% | · | 4.2% | 12.2% | 10.4% | · | · | 7.4% | 9.7% | · | · | |
| EBITDA Margin | 39.8% | 24.6% | · | 34.0% | 31.7% | 20.7% | · | 5.5% | 13.6% | 11.9% | · | · | 8.8% | 11.4% | · | · | |
| ROA | 2.5% | 1.7% | · | 2.1% | 1.9% | 1.4% | · | 0.34% | 0.76% | 0.66% | · | · | 0.35% | 0.70% | · | · | |
| ROE | 13.0% | 8.6% | · | 14.1% | 15.0% | 10.8% | · | 3.8% | 9.1% | 7.3% | · | · | 4.6% | 6.4% | · | · | |
| ROIC | 11.1% | 7.3% | · | 11.8% | 12.9% | 9.8% | · | 3.8% | 8.2% | 6.9% | · | · | 5.8% | 10.6% | · | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | 0.1 | 0.1 | · | · |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.09 | $17.15 | · | $14.15 | $12.36 | $10.62 | · | $9.10 | $8.32 | $7.67 | · | · | $6.27 | $6.05 | · | · | |
| Revenue / Share | $7.12 | $6.92 | · | $6.85 | $6.70 | $6.88 | · | $6.89 | $6.63 | $6.29 | · | · | $7.23 | $6.91 | · | · | |
| Cash Flow / Share | · | $0.81 | · | · | · | $0.03 | · | · | · | $0.14 | · | · | · | $0.58 | · | · | |
| Cash / Share | $19.76 | $17.05 | · | $18.13 | $15.26 | $13.74 | · | $16.62 | $15.67 | $12.60 | · | · | $9.64 | $12.91 | · | · | |
| Dividend / Share | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0.06 | $0.06 | |
| EPS (TTM) | $7.02 | $6.52 | · | $4.83 | $3.47 | $2.53 | · | $2.51 | $1.96 | $1.65 | · | $1.05 | $-0.54 | $-4.16 | · | $-8.07 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $855M | $848M | · | $842M | $842M | $837M | · | $794M | $768M | $750M | · | $723M | $702M | $681M | · | $655M | |
| Net Income TTM | $215M | $202M | · | $149M | $107M | $78M | · | $72M | $57M | $46M | · | $27M | $-14M | $-110M | · | $-216M | |
| Market Cap | $775M | $796M | · | $778M | $774M | $447M | · | $376M | $217M | $326M | · | · | $99M | $79M | · | · | |
| P/E | 3.7 | 4.0 | · | 5.2 | 7.2 | 5.7 | · | 4.9 | 3.6 | 6.5 | · | 6.2 | -7.1 | -0.7 | · | -0.3 | |
| P/S | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.5 | · | 0.5 | 0.3 | 0.4 | · | · | 0.1 | 0.1 | · | · | |
| P/B | 1.4 | 1.5 | · | 1.8 | 2.0 | 1.4 | · | 1.3 | 0.9 | 1.4 | · | · | 0.6 | 0.5 | · | · | |
| P / Tangible Book | 1.4 | 1.6 | · | 1.9 | 2.2 | 1.5 | · | 1.6 | 1.0 | 1.7 | · | 1.6 | 0.9 | 0.7 | · | 0.9 | |
| P / Cash Flow | · | 32.0 | · | · | · | · | · | · | · | 75.7 | · | · | · | 5.3 | · | · | |
| Earnings Yield | 26.9% | 24.8% | · | 19.2% | 13.9% | 17.5% | · | 20.5% | 27.7% | 15.5% | · | 16.2% | -14.0% | -135.1% | · | -357.1% | |
| Payout Ratio | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.08% | · | · | |
| Annual Payout | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $6M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $847M | $817M | $735M | $662M | $632M |
| Margen Operativo % | 31.5% | · | 8.6% | -23.8% | -10.8% |
| Beneficio neto | $196M | $62M | $45M | $-154M | $-75M |
| EPS Diluido | $6.32 | $2.01 | $1.73 | $-5.86 | $-2.69 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $174M | · | $61M | $-36M | $59M |
Propietarios institucionales (13F) 207 declarantes · $558.3M total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
207
Valor en tenencia
$558.3M
Nuevas posiciones
33
Posiciones cerradas
28
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 33 (+5 vs trimestre anterior) | 28 (-1 vs trimestre anterior) | 76 (+8 vs trimestre anterior) | 62 (-6 vs trimestre anterior) | +327K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $60 841 745 | 2 332 889 | 10,90% | Acciones |
| VANGUARD GROUP INC | $55 038 849 | 1 881 027 | 9,86% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $34 181 946 | 1 310 615 | 6,12% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $27 825 691 | 1 066 936 | 4,98% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $26 436 201 | 1 013 658 | 4,74% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $24 752 267 | 949 090 | 4,43% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $19 559 177 | 749 878 | 3,50% | Acciones |
| STATE STREET CORP | $14 709 329 | 564 008 | 2,63% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $14 436 740 | 553 556 | 2,59% | Acciones |
| Pacific Ridge Capital Partners, LLC | $13 052 075 | 500 463 | 2,34% | Acciones |
| JANE STREET GROUP, LLC | $12 463 372 | 477 890 | 2,23% | Acciones |
| MORGAN STANLEY | $10 019 199 | 384 171 | 1,79% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $9 542 228 | 365 883 | 1,71% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $9 388 148 | 359 975 | 1,68% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8 809 250 | 337 778 | 1,58% | Acciones |
| Nuveen, LLC | $7 928 737 | 304 016 | 1,42% | Acciones |
| Assenagon Asset Management S.A. | $6 867 412 | 263 321 | 1,23% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6 780 096 | 259 973 | 1,21% | Acciones |
| NORTHERN TRUST CORP | $6 551 791 | 251 219 | 1,17% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $6 457 121 | 247 589 | 1,16% | Acciones |
| PRUDENTIAL FINANCIAL INC | $6 238 388 | 239 202 | 1,12% | Acciones |
| BANK OF AMERICA CORP /DE/ | $6 069 781 | 232 737 | 1,09% | Acciones |
| CITADEL ADVISORS LLC | $5 971 094 | 228 953 | 1,07% | Acciones |
| Trexquant Investment LP | $5 040 195 | 193 259 | 0,90% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 012 315 | 192 190 | 0,90% | Acciones |
| Quartz Partners, LLC | $4 924 139 | 188 809 | 0,88% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 548 822 | 174 418 | 0,81% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 363 471 | 167 311 | 0,78% | Acciones |
| Empowered Funds, LLC | $4 229 733 | 162 183 | 0,76% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $3 996 682 | 153 247 | 0,72% | Acciones |
| D. E. Shaw & Co., Inc. | $3 944 574 | 151 249 | 0,71% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 939 880 | 151 069 | 0,71% | Acciones |
| FRANKLIN RESOURCES INC | $3 829 013 | 146 818 | 0,69% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 732 048 | 143 100 | 0,67% | Opción de compra |
| Annis Gardner Whiting Capital Advisors, LLC | $3 728 893 | 142 979 | 0,67% | Acciones |
| Arkadios Wealth Advisors | $3 672 533 | 140 818 | 0,66% | Acciones |
| FMR LLC | $3 664 683 | 140 517 | 0,66% | Acciones |
| Point72 Asset Management, L.P. | $3 403 101 | 130 487 | 0,61% | Acciones |
| JANE STREET GROUP, LLC | $3 369 536 | 129 200 | 0,60% | Opción de compra |
| RENAISSANCE TECHNOLOGIES LLC | $3 354 670 | 128 630 | 0,60% | Acciones |
| Qube Research & Technologies Ltd | $3 311 951 | 126 992 | 0,59% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 171 328 | 121 600 | 0,57% | Opción de venta |
| ALLIANCEBERNSTEIN L.P. | $2 988 668 | 113 854 | 0,54% | Acciones |
| Bank of New York Mellon Corp | $2 871 910 | 110 119 | 0,51% | Acciones |
| CITIGROUP INC | $2 688 482 | 103 086 | 0,48% | Acciones |
| MARSHALL WACE, LLP | $2 688 353 | 103 081 | 0,48% | Acciones |
| FIRST TRUST ADVISORS LP | $2 510 904 | 96 277 | 0,45% | Acciones |
| Balyasny Asset Management L.P. | $2 495 465 | 95 685 | 0,45% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $2 307 324 | 88 471 | 0,41% | Acciones |
| UBS Group AG | $2 172 073 | 83 285 | 0,39% | Acciones |
Informantes de la empresa 22 insiders · 10 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ernie J Garateix | Chief Executive Officer | 14 de septiembre de 2026 S | 1 035 955 | 0 | 24 | $-3 413 431 |
| Kirk Lusk | Chief Financial Officer | 17 de agosto de 2026 S | 492 522 | 0 | 5 | $-1 224 565 |
| Stephen L Rohde | CFO, Treasurer & Secretary | 9 de mayo de 2016 P | 22 996 | 0 | 0 | $0 |
| Timothy E Johns | President, Zephyr Insurance Company | 18 de septiembre de 2026 S | 21 938 | 0 | 2 | $-239 470 |
| Kent M Linder | Chief Operating Officer | 2 de diciembre de 2014 A | · | 0 | 0 | $0 |
| Sharon Binnun | Chief Accounting Officer | 9 de septiembre de 2026 S | 80 623 | 0 | 9 | $-2 005 997 |
| Timothy Moura | Directivo | 10 de agosto de 2026 S | 144 941 | 0 | 7 | $-2 567 937 |
| Paul Neilson | Vice President of Claims | 11 de noviembre de 2015 M | 7 650 | 0 | 0 | $0 |
| Melvin A Russell Jr | Directivo | 29 de mayo de 2015 S | 12 000 | 0 | 0 | $0 |
| Joseph R Peiso | Vice President of Compliance | 13 de mayo de 2015 M | 0 | 0 | 0 | $0 |
| Paul L Whiting | Consejero | 11 de junio de 2026 G | 96 167 | 2 | 0 | $376 950 |
| Irini Barlas | Consejero | 10 de junio de 2026 A | 71 022 | 0 | 0 | $0 |
| Panagiotis Apostolou | Consejero | 10 de junio de 2026 A | 169 972 | 0 | 0 | $0 |
| Joseph Vattamattam | Consejero | 10 de junio de 2026 A | 63 763 | 0 | 0 | $0 |
| Richard A Widdicombe | Consejero | 10 de junio de 2026 A | 451 750 | 0 | 4 | $-4 195 535 |
| Mark S Berset | Consejero | 10 de junio de 2025 A | 276 469 | 0 | 0 | $0 |
| Vijay Walvekar | Consejero | 21 de mayo de 2025 S | 203 682 | 0 | 0 | $0 |
| Nicholas George Pappas | Consejero | 22 de noviembre de 2024 S | 76 314 | 0 | 0 | $0 |
| Steven C. Martindale | Consejero | 23 de junio de 2022 A | 22 828 | 0 | 0 | $0 |
| James Masiello | Consejero | 10 de diciembre de 2018 P | 246 295 | 0 | 0 | $0 |
| Trifon Houvardas | Consejero | 15 de junio de 2016 P | 40 250 | 0 | 0 | $0 |
| Bruce Lucas | · | 4 de noviembre de 2020 D | 576 859 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 37 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| VAMO · Cambria ETF Trust | 1,02% | 37 838 NS | 31 de julio de 2026 | N-PORT |
| BRNY · EA Series Trust | 0,50% | 98 849 NS | 31 de julio de 2026 | N-PORT |
| IWC · iShares Trust | 0,20% | 84 245 SH | 11 de septiembre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,13% | 23 743 SH | 19 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 24 147 SH | 19 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,07% | 5 320 SH | 2 de octubre de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,07% | 274 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,06% | 43 180 SH | 19 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,04% | 217 155 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 21 554 SH | 19 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,03% | 650 218 SH | 11 de septiembre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 21 995 SH | 2 de octubre de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 11 832 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 142 643 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,02% | 103 182 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 259 860 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 40 141 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 6 669 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 1 520 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 531 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,01% | 4 362 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 14 745 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 70 306 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 256 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 8 701 NS | 31 de julio de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 9 360 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 9 202 SH | 9 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 1 106 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 10 080 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 32 692 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 730 399 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 038 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 237 633 SH | 11 de septiembre de 2026 | Diario |
| IAK · iShares Trust | · | 11 946 SH | 11 de septiembre de 2026 | Diario |
| SVAL · iShares Trust | · | 20 701 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 1 062 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 5 478 SH | 11 de septiembre de 2026 | Diario |
HRTG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 9 analistas
COMPRA
Objetivo mediano
$39.00
+14,7%
2 22,2%
Compra fuerte
5 55,6%
Compra
2 22,2%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
2 analistas · 2026-09-30Objetivo medio $39.00 +14,7%
← Por Debajo de Todos los Objetivos
Precio Actual $33.99
Mín$36.00
Media$39.00
Máx$42.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HRTG | $902M | 4.6 | 3.7% | 23.1% | 44.0% | · |
| ASIC | $1.01B | 13.3 | 23.4% | 17.4% | 14.6% | · |
| UVE | $947M | 5.3 | 5.5% | 11.4% | 36.3% | · |
| BOW | $936M | 17.9 | 29.6% | 9.8% | 13.1% | · |
| TRUP | $1.62B | 83.0 | 11.9% | · | · | · |
| EIG | $878M | 93.8 | -2.5% | 1.3% | 1.1% | · |
| HIPO | $773M | 13.5 | 25.9% | 12.3% | 14.5% | · |
| ROOT | · | 30.6 | 28.9% | 2.7% | 15.2% | · |
| DGICA | · | · | -1.2% | 8.1% | 12.7% | · |
| TIPT | $691M | 24.0 | -67.9% | 7157.2% | 7.2% | · |
| ITIC | $471M | 13.4 | 5.6% | 12.9% | 13.2% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Ago 7, 2026