Truist lifts Heritage Insurance target to $20, keeps Buy rating

Published 13/03/2025, 15:50
Truist lifts Heritage Insurance target to $20, keeps Buy rating

On Thursday, Truist Securities adjusted its outlook on Heritage Insurance (NYSE:HRTG), increasing the price target to $20.00 from the previous $15.00, while reiterating a Buy rating on the stock. Currently trading at $12.37, with a notably low P/E ratio of 6.2x, InvestingPro analysis suggests the stock is undervalued. The firm’s analysts highlighted the company’s strong performance in the fourth quarter, noting continued improvement in the underlying loss ratio, which has contributed to Heritage’s GREAT Financial Health Score of 3.34.

The positive adjustment comes as Truist Securities raises its 2025 earnings per share (EPS) estimate for Heritage Insurance to $2.90, up from $2.25. Additionally, the analysts have introduced a 2026 EPS forecast of $3.65. The new price target of $20 is based on a valuation multiple of 1.2 times the projected book value or 5.5 times the earnings forecast for 2026. According to Truist Securities, this valuation places Heritage Insurance at the very low end of the specialty property and casualty (P&C) insurance group.

Heritage Insurance’s performance in the fourth quarter has been a key factor in the revised estimates and price target. The company demonstrated solid revenue growth of 11.08% in the last twelve months, though it maintains modest gross profit margins of 21.88%. The company’s ability to improve its loss ratio, which measures losses and loss adjustment expenses against earned premiums, is seen as a sign of operational efficiency and a strong risk management framework.

The updated price target and maintained Buy rating suggest that Truist Securities views Heritage Insurance as an attractive investment, with potential for growth and profitability in the coming years. The firm’s analysts believe that the insurance company’s stock is undervalued, even with the new price target, when compared to its peers in the specialty P&C sector.

Investors may look to Truist Securities’ revised estimates and price target as an indicator of Heritage Insurance’s financial health and future prospects. The stock has shown impressive momentum with a 42.52% return over the past year. The stock’s performance on the New York Stock Exchange will continue to be watched closely by shareholders and analysts alike, as the company strives to meet and exceed the expectations set forth by market experts. For deeper insights into Heritage Insurance’s valuation and growth potential, InvestingPro offers comprehensive analysis, including exclusive ProTips and detailed financial metrics in its Pro Research Report.

In other recent news, Heritage Insurance reported strong financial results for Q4 2024, exceeding both earnings per share (EPS) and revenue expectations. The company posted an EPS of $0.66, significantly above the forecasted $0.33, and reported revenues of $210.26 million, surpassing the anticipated $208.37 million. Additionally, Heritage Insurance achieved a full-year net income increase to $61.5 million, up from $45.3 million the previous year. The company saw a 6.1% year-over-year increase in gross premiums earned, totaling $360.5 million. Despite these positive earnings, JMP Securities maintained a Market Perform rating, highlighting a notable EPS of $0.68, which beat their forecast of $0.65 and the consensus estimate of $0.56. Heritage Insurance is also focusing on expanding its commercial residential business, which saw a 13% rise in premiums. The company plans to strategically re-enter additional territories for new personal lines business, aiming to broaden its market reach. Meanwhile, Heritage anticipates pretax net catastrophe losses for Q1 2025 to be between $35-$40 million.

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