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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 - 2026)

Heritage Insurance Holdings filings provide 14 years of Invested Capital readings, the most recent being $583.7 million for Q4 2025.

  • On a quarterly basis, Invested Capital rose 43.32% to $583.7 million in Q4 2025 year-over-year; TTM through Dec 2025 was $583.7 million, a 43.32% increase, with the full-year FY2025 number at $583.7 million, up 43.32% from a year prior.
  • Invested Capital hit $583.7 million in Q4 2025 for Heritage Insurance Holdings, 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.
  • Median Invested Capital over the past 5 years was $326.2 million (2022), compared with a mean of $369.8 million.
  • Biggest five-year swings in Invested Capital: plummeted 62.53% in 2022 and later surged 86.27% in 2025.
  • Heritage Insurance Holdings' Invested Capital 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.
  • The last three reported values for Invested Capital were $583.7 million (Q4 2025), $516.5 million (Q3 2025), and $475.7 million (Q2 2025) per Business Quant data.