Heritage Insurance Holdings (HRTG) Return on Invested Capital (2017 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Return on Invested Capital came in at 0.03% in Q1 2026, up 2.0% YoY from 0.03% in Q1 2025, and up 60.11% on a QoQ basis from 0.02% in Q4 2025.
Heritage Insurance Holdings (HRTG) Return on Invested Capital (2017 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has 10 years of Return on Invested Capital data on file, last reported at 0.03% in Q1 2026.
- Quarterly Return on Invested Capital rose 2.0% year-over-year to 0.03% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.03% (up 2.0% YoY) and the FY2025 annual result came in at 0.0%, down 1.0% from the prior year.
- Return on Invested Capital climbed to 0.03% in Q1 2026, from 0.02% in the prior quarter.
- In the past five years, Return on Invested Capital ranged from a high of 0.03% in Q1 2026 to a low of 0.01% in Q3 2022.
- A 5-year average of 0.0% and a median of 0.0% in 2024 frame the typical range for Return on Invested Capital.
- Annual changes were most pronounced in 2022 — Return on Invested Capital slipped 1 bps — and 2026, when it gained 2 bps.
- Tracing HRTG's Return on Invested Capital over 5 years: stood at 0.01% in 2022, then jumped by 144 bps to 0.0% in 2023, then rose by 24 bps to 0.0% in 2024, then jumped by 407 bps to 0.02% in 2025, then surged by 60 bps to 0.03% in 2026.
- The last three Return on Invested Capital figures came in at 0.03% (Q1 2026), 0.02% (Q4 2025), and 0.01% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 134.95 Bn | 121.18 Bn | 9.13 Bn | 0.01% |
| 2 | Progressive | 124.05 Bn | 119.05 Bn | 9.04 Bn | -0.01% |
| 3 | Travelers Companies | 79.32 Bn | 55.56 Bn | 4.83 Bn | 0.00% |
| 4 | Allstate | 67.24 Bn | 28.51 Bn | 16.28 Bn | - |
| 5 | Fairfax Financial Holdings | 35.33 Bn | 35.33 Bn | - | - |
| 6 | Cincinnati Financial | 26.75 Bn | 24.86 Bn | 2.39 Bn | - |
| 7 | Loews | 23.32 Bn | 1.02 Bn | 2.57 Bn | 0.01% |
| 8 | Markel | 23.16 Bn | 6.28 Bn | 2.83 Bn | - |
| 9 | Assurant | 14.04 Bn | 12.01 Bn | 2.71 Bn | - |
| 10 | Heritage Insurance Holdings | 975.56 Mn | 260.06 Mn | 153.14 Mn | 0.01% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.01% |
| Mar 31, 2026 | 0.03% |
| Dec 31, 2025 | 0.02% |
| Sep 30, 2025 | 0.01% |
| Jun 30, 2025 | 0.01% |
| Mar 31, 2025 | 0.00% |
| Dec 31, 2024 | 0.00% |
| Sep 30, 2024 | 0.00% |
| Jun 30, 2024 | 0.00% |
| Mar 31, 2024 | 0.00% |
| Dec 31, 2023 | 0.00% |
| Sep 30, 2023 | 0.00% |
| Jun 30, 2023 | 0.00% |
| Mar 31, 2023 | 0.00% |
| Dec 31, 2022 | -0.01% |
| Sep 30, 2022 | -0.01% |
| Jun 30, 2022 | -0.01% |
| Mar 31, 2022 | 0.00% |
| Dec 31, 2021 | 0.00% |
| Sep 30, 2021 | 0.00% |