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HAGERTY, INC. (HGTY) Overview

HAGERTY, INC. (HGTY) Overview

  • 1 Jul 2021: Period ending 30 Sept 2021; Estimate (m); Actual -4.79; Beat / miss (m).
  • 1 Apr 2021: Period ending 30 Jun 2021; Estimate (m); Actual 125.94; Beat / miss (m).
  • 1 Jan 2021: Period ending 31 Mar 2021; Estimate (m); Actual -68.06; Beat / miss (m).

Stock Price Chart

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Blue: Split-adjusted close · Orange: Cumulative dividend-reinvested close

$9.19$10.61$12.25$14.15$16.35$18.882025-11-062026-11-06$7.19$8.80$10.77$13.18$16.13$19.742021-11-082026-11-06$7.19$8.80$10.77$13.18$16.13$19.742021-06-012026-11-06$7.19$8.80$10.77$13.18$16.13$19.742021-06-012026-11-06$7.19$8.80$10.77$13.18$16.13$19.742021-06-012026-11-06

Logarithmic scale. Both lines share the same starting value for the selected range.

Last close
$17.98
Previous close
$13.55
Change
$4.43
Change (%)
32.69%
Close date
2026-11-06
Previous close date
2026-09-29
Open
(m)
Day high
(m)
Day low
(m)
Last session volume
(m)
Last session value
(m)
Currency
USD
Price basis
split-adjusted
Volume basis
(m)

Performance

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Cumulative total returns · 2026-09-29

YTD

HGTY
+0.82%
S&P 500
(m)

1 year

HGTY
+15.52%
S&P 500
(m)

3 years

HGTY
+65.85%
S&P 500
(m)

5 years

HGTY
+34.69%
S&P 500
(m)

Earnings trends

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Earnings per share

USD / share · As filed

30 Sept 2021 ○ Estimate (m) ● Actual -4.79

-68.14-19.5828.9977.55126.1231 Mar 2021: estimate (m); actual -68.0631 Mar 2021(m)30 Jun 2021: estimate (m); actual 125.9430 Jun 2021(m)30 Sept 2021: estimate (m); actual -4.7930 Sept 2021(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Jul 202130 Sept 2021(m)-4.79(m)(m)
1 Apr 202130 Jun 2021(m)125.94(m)(m)
1 Jan 202131 Mar 2021(m)-68.06(m)(m)

31 Dec 2021 ○ Estimate (m) ● Actual -0.56

-0.6424.9850.6076.22101.8431 Dec 2020: estimate (m); actual 101.6631 Dec 2020(m)31 Dec 2021: estimate (m); actual -0.5631 Dec 2021(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Jan 202131 Dec 2021(m)-0.56(m)(m)
1 Jan 202031 Dec 2020(m)101.66(m)(m)

Revenue vs. Earnings

USD

30 Jun 2023 ■ Revenue 133.76M ■ Earnings 2.40M — Profit margin 1.80%

-22.25M-5.9%35.32M0.9%92.90M7.7%150.48M14.5%30 Jun 2022: revenue 111.92M; earnings -5.54M; profit margin -4.95%30 Jun 202230 Sept 2022: revenue 109.27M; earnings 14.71M; profit margin 13.47%30 Sept 202231 Mar 2023: revenue 101.12M; earnings -2.10M; profit margin -2.08%31 Mar 202330 Jun 2023: revenue 133.76M; earnings 2.40M; profit margin 1.80%30 Jun 2023

31 Dec 2025 ■ Revenue 677.63M ■ Earnings 149.23M — Profit margin 22.02%

-81.32M5.1%198.77M11.1%478.86M17.0%758.95M23.0%31 Dec 2022: revenue 383.69M; earnings 32.08M; profit margin 8.36%31 Dec 202231 Dec 2023: revenue 464.27M; earnings 28.18M; profit margin 6.07%31 Dec 202331 Dec 2024: revenue 548.63M; earnings 78.30M; profit margin 14.27%31 Dec 202431 Dec 2025: revenue 677.63M; earnings 149.23M; profit margin 22.02%31 Dec 2025

Analyst insights

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RatingsBuyHoldSellOther ratingsLast CloseAverage TargetUpsideHigh TargetLow Target
(m)(m)(m)(m)(m)$17.98(m)(m)(m)(m)
Past 12 Months12 Month ForecastLast Close$17.98High(m)Average(m)Low(m)2025-11-062026-11-06

Recent news

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(m)

YouTube videos mentioning HGTY

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(m)

Statistics

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Retained observations as of 2026-11-11; financial period ending (m).

Forward P/E
(m)
PEG ratio · 5-year expected
(m)
Shares held by insiders
(m)
Insider transactions · change (%)
(m)
Shares held by institutions
(m)
Institutional transactions · change (%)
(m)
Diluted EPS · 12 month
(m)
EPS estimate · next quarter
(m)
EPS estimate · next year
(m)
EPS growth · current annual estimate
(m)
EPS growth · next annual estimate
(m)
EPS growth · next 5 years expected
(m)
EPS growth · past 3 years annualized
(m)
EPS growth · past 5 years annualized
(m)
EPS change · 12 months vs prior year
(m)
EPS change · latest quarter vs previous quarter
(m)
Latest earnings report date
(m)
EPS surprise · latest reported quarter
(m)
Net income · 12 month
(m)
Profit margin
(m)
Return on assets · 12 month
(m)
Stock compensation expense · all employees · 12 months
(m)
Index membership
(m)
IPO date
(m)
Options available
(m)
Shortable
(m)
Analyst recommendation
(m)
Analyst target price
(m)
Price volatility · week
(m)
Price volatility · month
(m)
Average true range · 14 sessions
(m)
Relative strength index · 14 sessions
(m)
Relative volume
(m)
Average daily volume
669.56K
Latest session volume
(m)
Last session value
(m)
30 days ago session value
(m)
1 year ago session value
(m)
Number of trades
(m)
Total return · week
0.00%*
Total return · month
0.97%*
Total return · quarter
15.22%*
Total return · half year
30.41%*
Total return · year to date
0.82%*
Total return · 1 year
15.52%*
Total return · 3 years
65.85%*
Total return · 5 years
34.69%*
Market cap
(m)
Book value per share · latest quarter
(m)
Price / cash · latest quarter
(m)
Enterprise value
(m)
Enterprise value / revenue
(m)
Enterprise value / EBITDA
(m)
Dividend · 12 months per share
(m)
Dividend ex-date
(m)
Next dividend ex-date
(m)
Next dividend amount per share
(m)
Dividend growth · 3 years annualized
(m)
Dividend growth · 5 years annualized
(m)
Revenue · 12 month
(m)
Revenue growth · past 3 years annualized
(m)
Revenue growth · past 5 years annualized
(m)
Revenue change · 12 months vs prior year
(m)
Revenue change · latest quarter vs previous quarter
(m)
Revenue surprise · latest reported quarter
(m)
Levered free cash flow · 12 month
(m)
Debt / equity · latest quarter
(m)
Long-term debt / equity · latest quarter
(m)
Return on equity · 12 month
(m)
Return on invested capital · 12 months
(m)
Previous close
(m)
Latest closing price
(m)
Latest session change (%)
(m)
52-week high
(m)
52-week low
(m)
Price vs 20-session moving average
(m)
Price vs 50-session moving average
(m)
Price vs 200-session moving average
(m)
Float shares
(m)
Short float (%)
(m)
Short ratio (days to cover)
(m)
Short interest (shares)
(m)

Five-year projected P/E and P/S repeat the preceding five-year EPS and revenue CAGR, holding current price and market cap constant. Hover a calculated row for its formula. Net assets = assets − debt − payables − deferred revenue − obligations due within 1 year − obligations due after 1 year.

Holders breakdown

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BreakdownOwnership
(m)Shares held by all insiders
(m)Shares held by institutions
(m)Float held by institutions
(m)Institutions holding shares

Other holders

(m)

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Insider holders

(m)

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Top institutional holders

(m)

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Top mutual fund holders

(m)

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HAGERTY, INC. Overview

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(m)

(m)

SEC CIK
1840776
Industry (SIC)
6411 Insurance Agents, Brokers & Service
Country of operation
United States
Business address
121 DRIVERS EDGE, TRAVERSE CITY, Michigan, 49684, United States
Fiscal year end
1231
Phone
800-922-4050