Growth Metrics

Heritage Insurance Holdings (HRTG) Tax Rate (2016 - 2025)

Heritage Insurance Holdings' Tax Rate history spans 14 years, with the latest figure at 64.36% for Q4 2025.

  • For Q4 2025, Tax Rate fell 7577.0% year-over-year to 64.36%; the TTM value through Dec 2025 reached 4.61%, down 1345.0%, while the annual FY2025 figure was 4.61%, 1350.0% down from the prior year.
  • Tax Rate reached 64.36% in Q4 2025 per HRTG's latest filing, down from 26.2% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 43.22% in Q2 2023 to a low of 64.36% in Q4 2025.
  • Average Tax Rate over 5 years is 13.22%, with a median of 21.17% recorded in 2023.
  • Peak YoY movement for Tax Rate: tumbled -14580bps in 2021, then surged 4387bps in 2023.
  • A 5-year view of Tax Rate shows it stood at 6.21% in 2021, then increased by 11bps to 5.5% in 2022, then crashed by -38bps to 7.57% in 2023, then soared by 251bps to 11.41% in 2024, then plummeted by -664bps to 64.36% in 2025.
  • Per Business Quant, the three most recent readings for HRTG's Tax Rate are 64.36% (Q4 2025), 26.2% (Q3 2025), and 23.81% (Q2 2025).