Investment Income: A Strategic Lever for Heritage Insurance?

Key Takeaways Heritage Insurance relies on underwriting gains, with investment income providing added earnings support.In 2024, HRTG's $663.4M portfolio was 98.8% fixed-maturity securities, boosting net investment income.HRTG's shares are up 99.1% YTD, while consensus EPS estimates for 2025 and 2026 show strong upward revisions.Investment income remains a subtle yet important driver of Heritage Insurance Holdings, Inc.’s (HRTG) overall performance. While the insurer’s core strength lies in disciplined under ...