Company / Shareholders' Equity
Heritage Insurance Holdings, Inc. Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$505.3M
FY2025
5-year range
$220.3M / $505.3M
FY2021-FY2025
Trend
+73.7%
vs FY2024
Sector context
#354 of 399
Financials
What the data says
Heritage Insurance Holdings, Inc.'s shareholders' equity of $505M is lower than 89% of companies in the Financials sector (FY2025). Shareholders' Equity has fluctuated over the past 10 years, ranging from $220M in FY2023 to $505M in FY2025.
Based on SEC 10-K filings.
$505M in FY2025 with a 5-year CAGR of +3.5%.
Improved from $220M to $505M over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +4.5%
- 5-Year CAGR
- +3.5%
- 10-Year CAGR
- -
Sector benchmark
Bottom 11% in FinancialsTop 89% of 399This company $505.3M Sector average $11.4B
▼
-95.6% below sector average
Key checks
Key Insights
- 5-year CAGR of +3.5%, indicating consistent growth.
- In FY2025, shareholders' equity increased 73.7% year-over-year.
- Ranks #354 out of 399 companies in the Financials sector.
- Lowest shareholders' equity in the period was in FY2023.
Company context
Key Data Points
- Altman Z-Score 0.39 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $505.3M | +73.7% |
| FY2024 | $290.8M | +32.0% |
| FY2023 | $220.3M | -50.2% |
| FY2022 | $442.3M | -1.4% |
| FY2021 | $448.8M | +5.5% |
| FY2020 | $425.3M | +12.0% |
| FY2019 | $379.8M | +6.1% |
| FY2018 | $358.0M | +0.4% |
| FY2017 | $356.6M | -0.4% |
| FY2016 | $358.0M | +0.4% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026