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Mar 31, 2024

Heritage Insurance Q1 2024 Earnings Report

Net income increased slightly driven by higher net premiums earned and net investment income, offset by increased operating expenses.

Key Takeaways

Heritage Insurance Holdings reported a slight increase in net income for Q1 2024, driven by growth in net premiums earned and net investment income, which was partially offset by higher operating expenses. The company's strategic initiatives, including rate adequacy and selective underwriting, contributed to a combined ratio of 94.0%.

Net income increased to $14.2 million, or $0.47 per diluted share.

Net premiums earned increased by 8.1% to $179.4 million.

The net combined ratio improved slightly to 94.0%.

Premiums-in-force grew by 6.2% to $1.4 billion.

Total Revenue
$191M
Previous year: $177M
+8.1%
EPS
$0.47
Previous year: $0.55
-14.5%

Heritage Insurance

Heritage Insurance

Forward Guidance

The company focuses on profitability through rating action, selective underwriting and selective growth, capital allocation, exposure management and strategic reduction of policy count in certain geographies.

Positive Outlook

  • Focus on profitability through rating action
  • Selective underwriting and selective growth
  • Capital allocation
  • Exposure management
  • Strategic reduction of policy count in certain geographies

Challenges Ahead

  • Inflation and other changes in economic conditions
  • Lack of effectiveness of exclusions and loss limitation methods
  • Uncertainty of our models and our reliance on such models as a tool to evaluate risk
  • Impact of macroeconomic and geopolitical conditions
  • Impact of new federal and state regulations