Heritage to Present at the Sidoti Small Cap Virtual Conference

Rhea-AI Summary

Heritage (NYSE: HRTG) announced that CEO Ernie Garateix and CFO Kirk Lusk will participate in the Sidoti Small Cap Virtual Conference on Wednesday, March 18, 2026.

Management will hold one-on-one investor meetings and present at 3:15 PM Eastern Time. A live webcast and replay will be available on the company investor website.

Key Figures

Conference date: March 18, 2026 Presentation time: 3:15 PM Eastern Time Current share price: $26.80 +5 more

8 metrics

Conference date March 18, 2026 Sidoti Small Cap Virtual Conference presentation date

Presentation time 3:15 PM Eastern Time Scheduled time for management presentation

Current share price $26.80 Pre-conference trading level

52-week high $31.98 Upper end of 52-week trading range

52-week low $9.89 Lower end of 52-week trading range

Market cap $821,007,714 Equity value prior to conference news

Today’s volume 446,258 shares Trading volume vs 20-day average of 375,030

Price vs 52-week high -16.2% Distance from 52-week high before conference

Market Reality Check

Price: $26.80 Vol: Volume 446,258 is 1.19x t...

normal vol

$26.80 Last Close

Volume Volume 446,258 is 1.19x the 20-day average of 375,030 ahead of the conference update. normal

Technical Shares at $26.80 trade 16.2% below the 52-week high and 170.98% above the 52-week low, holding above the $25.03 200-day MA.

Peers on Argus

Pre-conference, HRTG shows modest strength while key property & casualty peers l...

1 Up

Pre-conference, HRTG shows modest strength while key property & casualty peers like UFCS, DGICA, UVE, and ACIC are down between -0.38% and -3.21%. Momentum scanners show only GBLI up 1.55% with no news, reinforcing this as a stock-specific setup rather than a sector rotation.

Historical Context

5 past events · Latest: Mar 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 09	Earnings results	Positive	+0.8%	Reported strong Q4 and full-year 2025 results with improved combined ratio and book value.
Feb 23	Earnings update	Positive	+17.9%	Issued preliminary Q4 2025 estimates indicating net income above $60M and ROE above 45%.
Dec 04	Investor conference	Neutral	-5.6%	Announced participation in Sidoti Year End Virtual Investor Conference with webcast access details.
Nov 05	Earnings results	Positive	+12.5%	Reported strong Q3 2025 profit growth and better combined ratio with increased book value.
Oct 28	Community initiative	Neutral	-1.9%	Highlighted support for Hillsborough County first responders and community engagement efforts.

Pattern Detected

Recent earnings-related releases with strong profitability have coincided with positive next-day moves, while general news and conference announcements have seen mixed or negative reactions.

Recent Company History

This announcement follows several strong profitability updates. On Feb 23, 2026, Heritage guided to Q4 after-tax net income above $60 million and full-year ROE above 45%, which saw a 17.9% next-day gain. Formal Q4 and full-year 2025 results on Mar 9, 2026 highlighted net income of $66.7 million for Q4 and a much-improved combined ratio, with a smaller positive price reaction. Earlier, Q3 2025 results also drove a double‑digit gain. By contrast, the prior Sidoti conference notice in Dec 2025 and community news in Oct 2025 coincided with mild declines, framing today’s Sidoti small‑cap conference as part of an ongoing investor outreach cadence rather than a fundamental catalyst.

Market Pulse Summary

This announcement highlights Heritage’s continued investor outreach, with the CEO and CFO presenting...

Analysis

This announcement highlights Heritage’s continued investor outreach, with the CEO and CFO presenting at the Sidoti Small Cap Virtual Conference on March 18, 2026 at 3:15 PM Eastern Time. It follows strong recent earnings and regulatory disclosures that detailed improved profitability and capital metrics. Investors may focus on any incremental color management provides during the webcast, including underwriting trends, catastrophe exposure, capital deployment priorities, and how the company frames its position within the property and casualty insurance landscape.

AI-generated analysis. Not financial advice.

TAMPA, Fla., March 12, 2026 /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 Small Cap Virtual Conference on Wednesday, March 18, 2026. 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 and replay of the presentation on the events section of the Company's investor website at investors.heritagepci.com.

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.

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

View original content:https://www.prnewswire.com/news-releases/heritage-to-present-at-the-sidoti-small-cap-virtual-conference-302712586.html

SOURCE Heritage Insurance Holdings, Inc.

FAQ

When will Heritage (HRTG) present at the Sidoti Small Cap Virtual Conference?

Heritage will present on Wednesday, March 18, 2026 at 3:15 PM ET. According to the company, CEO Ernie Garateix and CFO Kirk Lusk will participate and are scheduled for one-on-one investor meetings in addition to the presentation.

How can investors watch the Heritage (HRTG) Sidoti presentation on March 18, 2026?

Investors can watch a live webcast and later view a replay on the company investor site. According to the company, the event streaming and replay are available via the events section at investors.heritagepci.com.

Who from Heritage (HRTG) will participate at the Sidoti Small Cap Virtual Conference?

CEO Ernie Garateix and CFO Kirk Lusk will participate in the conference on March 18, 2026. According to the company, they will attend one-on-one investor meetings and deliver a scheduled presentation at 3:15 PM ET.

Will Heritage (HRTG) hold investor meetings at the Sidoti Small Cap Virtual Conference?

Yes. Management will participate in one-on-one investor meetings in addition to the public presentation. According to the company, these meetings accompany the March 18, 2026 presentation by CEO Ernie Garateix and CFO Kirk Lusk.

Where is the Heritage (HRTG) webcast hosted for the Sidoti conference replay?

The webcast and replay are hosted on the company's investor website events section. According to the company, investors can access the live stream and replay at investors.heritagepci.com following the March 18, 2026 presentation.