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HAGERTY, INC. (HGTY) ROE

Hagerty, Inc. ROE

Return on equity (ROE) is the profit a company earns for every dollar of shareholder money invested in it, shown as a percentage. It is net income divided by shareholder equity, and the table shows both amounts: the profit earned and the equity it was earned on. A higher ROE means more profit per dollar of equity, but ROE also rises when equity shrinks through buybacks, dividends or losses, and it has no meaning for a company with negative equity. Quarterly points divide the trailing four quarters of net income by the balance at that quarter end; annual points divide the filed fiscal-year net income by the fiscal-year-end balance.

  • Hagerty, Inc. roe for the quarter ending 2026-06-30 was 32.50%, a 45.07% decline year-over-year.
  • Hagerty, Inc. roe for the quarter ending 2026-03-31 was 49.93%, a 16.47% decline year-over-year.
  • Hagerty, Inc. roe for the quarter ending 2025-12-31 was 67.43%, a 29.44% increase year-over-year.
  • Hagerty, Inc. roe for the quarter ending 2025-09-30 was 61.00%, a 14.62% increase year-over-year.
  • Hagerty, Inc. roe for fiscal 2025 was 22.60%, a 51.07% increase from fiscal 2024.
  • Hagerty, Inc. roe for fiscal 2024 was 14.96%, a 117.90% increase from fiscal 2023.
  • Hagerty, Inc. roe for fiscal 2023 was 6.86%, a 949.43% increase from fiscal 2022.
  • Hagerty, Inc. roe for fiscal 2022 was 0.65%, a 96.56% decline from fiscal 2021.
Available history
2020-12-31 to 2026-06-30
Data captured

Historical ROE

DateROENet income 12 monthNet income 3 monthShareholder equity
2026-06-3032.50%$70.03M$280.00K$215.46M
2026-03-3149.93%$109.19M-$4.49M$218.68M
2025-12-3167.43%$149.23M$8.83M$221.32M
2025-09-3061.00%$129.11M$20.85M$211.65M
2025-06-3059.17%$101.94M$10.97M$172.28M
2025-03-3159.77%$97.4M$8.37M$162.94M
2024-12-3152.09%$78.3M$3.10M$150.32M
2024-09-3053.22%$78.91M$4.88M$148.27M
2024-06-3083.15%$78.52M$10.38M$94.44M
2024-03-3154.96%$51.4M-$1.35M$93.53M
2023-12-3130.40%$28.18M$14.57M$92.7M
2023-09-30-17.64%-$13.1M$5.35M$74.25M
2023-06-30-10.99%-$7.41M$2.40M$67.42M
2023-03-31-45.87%-$28.49M-$2.10M$62.11M
2022-12-314.06%$2.4M-$4.61M$59.25M
2022-09-30-32.11%-$31.82M$14.71M$99.11M
2022-06-30-78.61%-$56.68M-$5.54M$72.11M
2022-03-31-52.23%-$38.64M$27.51M$73.97M
2021-12-3118.95%-$61.35M-$51.67M-$323.78M

Annual ROE

DateROENet income 12 monthShareholder equity
2025-12-3122.60%$149.23M$660.41M
2024-12-3114.96%$78.3M$523.51M
2023-12-316.86%$28.18M$410.51M
2022-12-310.65%$2.4M$367.37M
2021-12-3119.03%-$61.35M-$322.48M
2020-12-318.56%$10.04M$117.32M