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Asset Utilization RatioAssets AverageEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginGross MarginInterest Coverage RatioInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

Heritage Insurance Holdings (HRTG) Invested Capital (2016 - 2025)

Heritage Insurance Holdings' Invested Capital history spans 14 years, with the latest figure at $583.7 million for Q4 2025.

  • For Q4 2025, Invested Capital rose 43.32% year-over-year to $583.7 million; the TTM value through Dec 2025 reached $583.7 million, up 43.32%, while the annual FY2025 figure was $583.7 million, 43.32% up from the prior year.
  • Invested Capital reached $583.7 million in Q4 2025 per HRTG's latest filing, up from $516.5 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $583.7 million in Q4 2025 to a low of $204.1 million in Q2 2022.
  • Average Invested Capital over 5 years is $369.8 million, with a median of $326.2 million recorded in 2022.
  • Peak YoY movement for Invested Capital: crashed 62.53% in 2022, then skyrocketed 86.27% in 2025.
  • A 5-year view of Invested Capital shows it stood at $463.8 million in 2021, then tumbled by 43.63% to $261.4 million in 2022, then fell by 7.95% to $240.7 million in 2023, then skyrocketed by 69.22% to $407.3 million in 2024, then surged by 43.32% to $583.7 million in 2025.
  • Per Business Quant, the three most recent readings for HRTG's Invested Capital are $583.7 million (Q4 2025), $516.5 million (Q3 2025), and $475.7 million (Q2 2025).