JMP analyst reiterates Market Perform rating on Heritage Insurance stock

Published 28/08/2025, 10:08
JMP analyst reiterates Market Perform rating on Heritage Insurance stock

Investing.com - JMP Securities analyst Matthew Carletti maintained a Market Perform rating on Heritage Insurance (NYSE:HRTG) on Thursday, as insurance sector valuations remain under scrutiny.

The analyst’s decision comes as part of a broader assessment of mark-to-market impacts on book values across the insurance sector for the current quarter to date.

According to JMP’s analysis, Heritage Insurance is projected to see one of the least favorable outcomes in terms of mark-to-market impacts on book value when accounting for movements in fixed income and equity markets.

The firm estimates Heritage will experience a mark-to-market impact of approximately +0.4% of book value, which places it among the lowest in the peer group analyzed.

By comparison, JMP projects that RLI Corp will see the most favorable impact at +1.9% of book value, followed by Chubb at +1.8%, while Slide is expected to experience the smallest positive impact at +0.1%.

In other recent news, RLI Corp . reported its second-quarter 2025 financial results, revealing mixed outcomes. The company exceeded earnings expectations with an earnings per share (EPS) of $0.84, surpassing the anticipated $0.79. However, RLI Corp. fell short on revenue, reporting $499.83 million compared to the forecasted $579.72 million. In another development, Jefferies adjusted its price target for RLI Corp. to $59.00 from $61.00, maintaining an Underperform rating. This adjustment reflects concerns about growth in the company’s casualty segment, where loss trends are high and competition is intensifying. Additionally, RLI Corp. announced that its Board of Directors declared an unchanged quarterly dividend of $0.16 per share, payable on September 19, 2025. These recent developments provide investors with insights into the company’s current financial standing and market challenges.

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