Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

HRTG Relative to the S&P 500

HRTG Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Heritage Insurance Holdings, Inc. (NYSE:HRTG) seasonal charts above shows that a Buy Date of September 16 and a Sell Date of January 6 has resulted in a geometric average return of 6.19% above the benchmark rate of the S&P 500 Total Return Index over the past 8 years. This seasonal timeframe has shown positive results compared to the benchmark in 6 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 8 years by an average of 37.55% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

A word of caution: Only 8 years of data is available for shares of HRTG, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

Heritage Insurance Holdings Inc is a regional property and casualty insurance company that offers a variety of personal and commercial insurance products. Through its subsidiaries, Heritage Property & Casualty Insurance, Narragansett Bay Insurance, and Zephyr Insurance, the company issues personal residential property insurance in more than 10 states in the United States. It also offers commercial residential insurance primarily for its Florida properties. Heritage Insurance manages insurance underwriting, customer services, actuarial analysis, distribution, and claims processing internally.

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Stocks mentioned in this post: HRTG