Heritage to Present at Sidoti Year End Virtual Conference

Rhea-AI Summary

Heritage Insurance Holdings (NYSE: HRTG) will participate in the Sidoti Year End Virtual Investor Conference on Thursday, December 11, 2025.

CEO Ernie Garateix and CFO Kirk Lusk will take part in one-on-one investor meetings and will present live at 3:15 PM Eastern Time. A live webcast of the presentation and an online replay will be available via the Events section of Heritage's Investor Relations website: https://investors.heritagepci.com/events.

News Market Reaction

+0.60%

15 alerts

+0.60% News Effect

-2.8% Trough in 1 hr 33 min

+$5M Valuation Impact

$825M Market Cap

0.4x Rel. Volume

On the day this news was published, HRTG gained 0.60%, reflecting a mild positive market reaction. Argus tracked a trough of -2.8% from its starting point during tracking. Our momentum scanner triggered 15 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $5M to the company's valuation, bringing the market cap to $825M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Conference date: December 11, 2025 Presentation time: 3:15 PM Eastern Time

2 metrics

Conference date December 11, 2025 Sidoti Year End Virtual Investor Conference

Presentation time 3:15 PM Eastern Time Scheduled Heritage management presentation slot

Market Reality Check

Price: $26.12 Vol: Volume 234,351 is below t...

low vol

$26.12 Last Close

Volume Volume 234,351 is below the 20-day average of 516,133 (subdued trading) low

Technical Price 28.32 is trading above the 200-day MA of 21.61

Peers on Argus

Several closely ranked peers like UFCS, DGICA, UVE, and ACIC show negative moves...

Several closely ranked peers like UFCS, DGICA, UVE, and ACIC show negative moves today, but no names appeared on the momentum scanner, suggesting stock-specific rather than broad sector-driven activity.

Historical Context

5 past events · Latest: Nov 05 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Nov 05	Q3 2025 earnings	Positive	+3.5%	Strong Q3 profitability, improved combined ratio, and higher book value.
Oct 28	Community outreach	Neutral	-1.9%	Recognition and support for Hillsborough County firefighters and first responders.
Oct 22	Earnings date notice	Neutral	+2.8%	Announcement of Q3 2025 earnings release and conference call schedule.
Aug 05	Q2 2025 earnings	Positive	-12.2%	Strong Q2 results with higher net income and improved loss metrics.
Jul 24	Earnings date notice	Neutral	-4.2%	Scheduling announcement for Q2 2025 earnings release and call.

Pattern Detected

Recent earnings reports showed mixed post-news reactions: one strong quarter was followed by a gain while another strong quarter saw a double-digit decline, indicating inconsistent trading responses to fundamentally positive updates.

Recent Company History

Over the last six months, Heritage reported strong Q2 and Q3 2025 results, with net income and book value per share rising and net combined ratios improving. Despite this, share-price reactions varied, including a -12.19% move after Q2 and a +3.55% move after Q3. The company also issued community and scheduling announcements, such as earnings date notices and a first responder recognition event, which produced modest price changes. Today’s conference appearance fits within this ongoing investor-relations outreach.

Regulatory & Risk Context

Short Interest: 6.39%

Short Interest

6.39%

0% 15% 30%+

moderate

Short interest at 6.39% of float with 6.78 days to cover suggests a moderate level of positioning that could amplify moves around catalysts but is not excessively crowded.

Market Pulse Summary

This announcement highlights Heritage’s participation in a virtual investor conference, adding to it...

Analysis

This announcement highlights Heritage’s participation in a virtual investor conference, adding to its regular communications through earnings calls and community news. The stock traded below average volume at 234,351 shares and remains above its 200-day moving average, while short interest stands at 6.39% of float. Investors may monitor management’s commentary at the event alongside recent regulatory filings and prior earnings trends for additional context on the company’s trajectory.

Key Terms

one-on-one investor meetings, webcast, investor relations website

3 terms

one-on-one investor meetings financial

"In addition to participating in one-on-one investor meetings, management is scheduled"

One-on-one investor meetings are private conversations between company representatives and individual investors, where they discuss the company's performance, plans, and outlook. These meetings help investors gain a clearer understanding of the company’s future prospects, much like a personal consultation, enabling them to make more informed decisions about their investments. They are an important way for investors to build trust and gather detailed insights directly from company leaders.

webcast technical

"can access a live webcast of the presentation by visiting the Events section"

A webcast is a live or recorded online event where people watch or listen to presentations, announcements, or performances through the internet. It’s like a TV broadcast but over the internet, allowing viewers from anywhere to tune in in real time or later. Webcasts are important because they let companies share information quickly and widely with audiences around the world.

investor relations website financial

"Events section of Heritage's Investor Relations website at https://investors."

An investor relations website is a company's online page where it shares important information with current and potential investors, like financial results, company news, and future plans. It’s like a company’s official report card that helps people understand how the business is doing and decide whether to invest or stay informed.

AI-generated analysis. Not financial advice.

TAMPA, Fla., Dec. 4, 2025 /PRNewswire/ -- Heritage Insurance Holdings, Inc. (NYSE: HRTG) ("Heritage" or the "Company"), a super-regional property and casualty insurance holding company, today announced that Ernie Garateix, CEO, and Kirk Lusk, CFO, will participate at the Sidoti Year End Virtual Investor Conference on Thursday, December 11, 2025. In addition to participating in one-on-one investor meetings, management is scheduled to present at 3:15 PM Eastern Time.

Interested investors and other parties can access a live webcast of the presentation by visiting the Events section of Heritage's Investor Relations website at https://investors.heritagepci.com/events. An online replay will be available on the same website following the presentation.

About Heritage
Heritage Insurance Holdings, Inc. is a super-regional property and casualty insurance holding company. Through its insurance subsidiaries and a large network of experienced agents, the Company writes approximately $1.4 billion of gross personal and commercial residential premium across its multi-state footprint covering the northeast, southeast, Hawaii and California excess and surplus lines. As a catastrophe focused property insurer, our personnel have devoted efforts to policyholders impacted by wildfires, hurricanes, winter storms, and severe convective storms.

Investor Contact:
Kirk Lusk
Chief Financial Officer
investors@heritagepci.com

View original content:https://www.prnewswire.com/news-releases/heritage-to-present-at-sidoti-year-end-virtual-conference-302633592.html

SOURCE Heritage Insurance Holdings, Inc.

FAQ

When will Heritage (HRTG) present at the Sidoti Year End Virtual Conference?

Heritage is scheduled to present on December 11, 2025 at 3:15 PM ET.

Who from Heritage (HRTG) will present at the Sidoti Year End Virtual Conference?

CEO Ernie Garateix and CFO Kirk Lusk will participate and present.

How can investors watch the Heritage (HRTG) live webcast for the Sidoti presentation?

Watch the live webcast via the Events section of Heritage's investor site: https://investors.heritagepci.com/events.

Will a replay of Heritage's (HRTG) Sidoti presentation be available after the event?

Yes. An online replay will be available on the same Investor Relations Events webpage following the presentation.

Will Heritage (HRTG) hold one-on-one investor meetings at the Sidoti Year End Virtual Conference?

Yes. Management is scheduled to participate in one-on-one investor meetings in addition to the presentation.