HGTY
Hagerty, Inc. NYSE Listed Jun 1, 2021$11.63
+0.74%
vs $11.55
Mkt Cap $4.0B
52w Low $8.81
54.4% of range
52w High $14.00
50d MA $11.30
200d MA $11.65
P/E (TTM)
109.7x
EV/EBITDA
31.5x
P/B
1.5x
Debt/Equity
0.8x
ROE
18.1%
P/FCF
20.8x
RSI (14)
37.40
ATR (14)
$0.35
Beta
0.93
50d MA
$11.30
200d MA
$11.65
Avg Volume
132.5K
Hagerty, Inc. provides insurance agency services worldwide. It offers automobile and boat insurance products; and reinsurance products. The company also provides Hagerty Media, which publishes contents through the HDC Magazine, video content, YouTube channel; HDC that offers subscription based products and services, including HDC Magazine, automotive enthusiast events, proprietary vehicle valuation tools, emergency roadside services, and special vehicle-related discounts; HVT, a valuation tool used by the customer to access current and historic pricing data of collector car, truck, SUV, and motorcycle models; and Hagerty Events, an eclectic mix of small and large events. In addition, it offers DriveShare, a peer-to-peer rental platform for collector and cool vehicles; Motorsport Reg, a motorsport membership, licensing, and event online management system that automates event listings, registration, and payment processing for various motorsport events; and Hagerty Garage + Social, a platform that provides clubhouses and car storage facilities. The company is headquartered in Traverse City, Michigan.
121 Drivers Edge · Traverse City, MI 49684-4203 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | BMO | 0.01 | -0.04 | -500.0% | 10.29 | -0.8% | -2.1% | +2.3% | -2.3% | -0.1% | -0.6% | — |
| Feb 26, 2026 | BMO | 0.04 | 0.08 | +100.0% | 12.09 | -1.6% | -2.9% | -6.5% | -3.6% | +2.2% | -1.4% | — |
| Nov 4, 2025 | BMO | 0.09 | 0.13 | +44.4% | 11.14 | -0.9% | +2.2% | +2.5% | +6.5% | +4.1% | +2.1% | — |
| Aug 4, 2025 | BMO | 0.11 | 0.13 | +18.2% | 10.75 | +0.3% | +3.4% | -1.8% | -14.5% | +14.0% | +2.3% | — |
| May 7, 2025 | BMO | 0.02 | 0.08 | +300.0% | 9.75 | +1.0% | -0.5% | +0.6% | -3.6% | +4.6% | -2.2% | — |
| Mar 4, 2025 | BMO | 0.01 | 0.02 | +100.0% | 9.90 | -0.2% | -2.0% | +1.0% | -0.3% | -3.3% | -0.6% | — |
| Nov 7, 2024 | BMO | 0.08 | 0.05 | -37.5% | 11.43 | -1.4% | -1.9% | -2.9% | +3.5% | -1.6% | +1.0% | — |
| Aug 6, 2024 | BMO | 0.38 | 0.09 | -76.3% | 10.78 | +2.3% | +0.3% | -0.3% | -1.7% | -1.2% | +0.6% | — |
| May 7, 2024 | BMO | -0.09 | 0.04 | +144.4% | 9.09 | -1.1% | +1.7% | +0.5% | -4.8% | +2.1% | -1.4% | — |
| Mar 12, 2024 | BMO | -0.00 | -0.01 | -230.3% | 8.87 | +0.0% | +1.5% | -3.4% | -2.5% | +3.1% | +1.4% | — |
| Nov 8, 2023 | BMO | 0.07 | 0.05 | -33.3% | 8.48 | +1.4% | +0.4% | -0.5% | -0.6% | +2.3% | -0.2% | — |
| Aug 8, 2023 | BMO | 0.14 | 0.05 | -64.7% | 8.51 | -2.5% | +2.5% | +1.3% | +3.9% | -0.5% | -2.4% | — |
| May 9, 2023 | BMO | -0.02 | -0.04 | -87.9% | 9.95 | +0.5% | -2.1% | -4.5% | -0.5% | -1.7% | -1.0% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 9 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $11.36 | $11.22 | -1.2% | -2.2% | +0.1% | -2.2% | +0.5% | +0.9% |
| Jan 7 | JP Morgan | Maintains | Neutral → Neutral | — | $12.98 | $13.00 | +0.2% | +0.8% | +1.1% | -1.2% | -0.8% | -2.1% |
| Nov 12 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $13.21 | $13.20 | -0.1% | +3.9% | -0.5% | +0.2% | -2.3% | +0.7% |
| Oct 9 | JP Morgan | Maintains | Neutral → Neutral | — | $12.11 | $11.93 | -1.5% | -0.8% | -2.7% | +0.6% | +4.3% | -0.8% |
| Apr 8 | JP Morgan | Maintains | Neutral → Neutral | — | $8.37 | $8.45 | +1.0% | -0.4% | +5.6% | -0.7% | -0.8% | +1.2% |
| Dec 26 | Raymond James | Downgrade | Market Perform → Underperform | — | $10.11 | $9.96 | -1.5% | -1.1% | -1.7% | -2.6% | +0.8% | +2.4% |
| Aug 8 | Truist | Maintains | Hold → Hold | — | $10.81 | $10.91 | +0.9% | -0.3% | -1.7% | -1.2% | +0.6% | -0.7% |
| Jul 11 | JP Morgan | Maintains | Neutral → Neutral | — | $11.20 | $11.34 | +1.2% | +2.0% | -3.9% | -0.1% | +1.2% | +1.3% |
| Oct 20 | Raymond James | Maintains | Market Perform → Perform | — | $9.00 | $8.74 | -2.9% | -3.1% | +0.1% | +1.5% | +1.9% | -0.1% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | DELANEY KEVIN MOff | Chief Accounting Officer | Sell | 3,113 | $12.25 | $38K | 83,972 | -0.82% | +1.96% |
| Jul 1, 2026 | DELANEY KEVIN MOff | Chief Accounting Officer | Sell | 9,440 | $12.10 | $114K | 89,610 | -1.13% | -0.41% |
| Jun 30, 2026 | DELANEY KEVIN MOff | Chief Accounting Officer | Sell | 905 | $12.01 | $11K | 99,050 | -1.13% | -0.41% |
| May 15, 2026 | Kuczinski Anthony JDir | — | Buy | 9,500 | $10.46 | $99K | 68,648 | +0.00% | -1.93% |
8-K · 5.02
!!! Very High
Hagerty, Inc. -- 8-K 5.02: Executive Change
Jul 17
8-K
Hagerty, Inc. -- 8-K Filing
Jun 12
8-K · 2.02
!! High
Hagerty, Inc. -- 8-K 2.02: Earnings Results
Hagerty announced Q1 2026 earnings results, with details available in their stockholder letter and press release for the quarter ending March 31, 2026.
May 6
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Executive leadership transitions at Markel (MKL) and Heritage Insurance (HGTY) create near-term uncertainty around strategy and operational continuity, potentially pressuring stock performance until new leadership demonstrates competence.
Apr 15
8-K · 7.01
! Medium
Hagerty, Inc. -- 8-K 7.01: Regulation FD Disclosure
Hagerty disclosed an investor presentation, using its investor relations website as a primary channel for communicating material information to shareholders and ensuring fair disclosure compliance.
Feb 26
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | State Farm Mutual Automobile Insurance Co | 51,800,000 | $545M | — | Mar 2026 |
| 2 | Neuberger Berman Group Llc | 8,721,368 | $92M | Added | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 1,867,573 | $20M | New | Mar 2026 |
| 4 | Vanguard Portfolio Management Llc | 1,630,971 | $17M | New | Mar 2026 |
| 5 | Morgan Stanley | 665,638 | $9M | Added | Dec 2025 |
| 6 | Ubs Group Ag | 345,958 | $4M | Added | Mar 2026 |
| 7 | Woodline Partners Lp | 260,544 | $3M | Added | Mar 2026 |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | 146,228 | $2M | Reduced | Dec 2025 |
| 9 | Renaissance Technologies Llc | 157,668 | $2M | Added | Mar 2026 |
| 10 | Raymond James Financial Inc | 125,965 | $1M | Added | Mar 2026 |
| 11 | Northern Trust Corp | 105,418 | $1M | Added | Mar 2026 |
| 12 | Gabelli & Co Investment Advisers, Inc. | 103,300 | $1M | — | Mar 2026 |
| 13 | Two Sigma Investments, Lp | 91,582 | $964K | Reduced | Mar 2026 |
| 14 | D.e. Shaw & Co | 86,554 | $911K | Added | Mar 2026 |
| 15 | 17 Capital Partners, Llc | 54,765 | $577K | — | Mar 2026 |
| 16 | Millennium Management | 52,608 | $554K | Added | Mar 2026 |
| 17 | Bank Of New York Mellon Corp | 39,730 | $418K | Added | Mar 2026 |
| 18 | Jane Street Group, Llc | 30,168 | $405K | New | Dec 2025 |
| 19 | Jt Stratford Llc | 38,112 | $401K | New | Mar 2026 |
| 20 | California State Teachers Retirement System | 33,406 | $352K | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$3.99B
Enterprise Value
$3.89B
P/E (TTM)
109.68x
Forward P/E
113.96x
PEG Ratio
0.08x
P/B
1.47x
P/S
2.85x
P/FCF
20.76x
EV/EBITDA
31.54x
Shares Out
347.0M
Financials (TTM)
Revenue
$1.42B
Net Income
$36.2M
EBITDA
$123.2M
Free Cash Flow
$194.5M
Op Cash Flow
$219.0M
EPS Basic
$0.44
EPS Diluted
$0.21
EPS Forward
$0.10
Gross Margin
78.0%
Op Margin
6.0%
Net Margin
2.5%
Balance Sheet
Total Assets
$2.07B
Total Liab.
$1.32B
Total Equity
$747.0M
Cash
$299.0M
LT Debt
$177.9M
Book Value/Sh
$7.91
Debt/Equity
0.76x
Current Ratio
0.00
Quick Ratio
0.00
Returns & Growth
ROE
18.1%
ROA
1.9%
ROIC
6.7%
Rev Growth YoY
+22.2%
EPS Growth YoY
+340.0%
Price Returns
2W
-2.9%
1M
-5.7%
3M
+14.7%
6M
-7.5%
12M
+7.4%
Technicals
52W High
$14.00
52W Low
$8.81
50d MA
$11.30
200d MA
$11.65
RSI (14)
37.40
ATR (14)
$0.35
Beta
0.93
Avg Volume
132K
Dividends
Div Rate
$0.06
Div Yield
0.6%
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$14.33
High
$15.00
Low
$13.00
Median
$15.00
Data updated apr 25, 2026 1:23pm
· Source: financialmodelingprep.com