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USFinancial Services

Hagerty Inc (HGTY)

US · Financial Services · Insurance - Property & Casualty

$13.87-0.22%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$354.8M
Revenue YoY
-3.8%
Net profit
$280,000
Profit YoY
-97.4%
EPS
$-0.02
EPS estimate
$-0.08
Net margin
0.1%

EPS came in at -0.02 against a street estimate of -0.08 — a beat of 75.0%.

Key statistics

Market cap
$4.79B
P/E
107.2
Forward P/E
24.4
P/B
7.20
Book value
$2.12
EPS (TTM)
$0.13
52-week high
$14.09
52-week low
$9.36
50-day MA
$12.65
200-day MA
$11.80
Beta
0.81

Analyst view

Analysts rate Hagerty Inc a hold (0 buy, 2 hold, 1 sell out of 3) with an average price target of $14.50.

From the latest earnings call · 2026-08-05

CONFIDENT Hagerty posted record H1 2026 growth: 279K new members, 19% written premium growth, 3M vehicles insured. Raised full-year guidance to 16–17% premium growth and $270–280M adjusted EBITDA. State Farm conversions and partnership expansion driving momentum. Q2 FY26 U.S. dominates via State Farm and carrier partnerships. UK expanded opportunistically via acquisition. Analysts probed independent agent strategy, 2027 accounting cleanup, and State Farm conversion cadence. Management confirmed agent focus is data-driven targeting, emphasized $199M transition cost goes away in 2027, and detailed the 15-state conversion pipeline rolling through late 2027/early 2028. 2026-08-05…

Full summary in the app.

Shareholding

Insiders
4.03%
Institutions
91.17%

Largest institutional holders

FundStake
State Farm Mutual Automobile Ins Co50.75%
Neuberger Berman Group LLC8.54%
Polar Capital Holdings PLC5.88%
T. Rowe Price Investment Management,Inc.5.53%
Pembroke Management Ltd3.34%
Markel Group Inc3.04%
Greenhaven Road Investment Management, L.P.2.32%
Vanguard Capital Management, LLC1.83%

Recent filings & reports

DocumentDate
Material agreement · Q3 2026
HAGERTY, INC. - 8-K SUMMARY HEADLINE NUMBERS • Stock offering size: 10,637,500 shares of Class A common stock sold • Offering price: $11.95 per shar
2026-09-11
Reg FD disclosure · Q3 2026
HAGERTY, INC. - 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics, revenue figures, or performance numbers disclosed in this 8-K filing •
2026-09-09
Quarterly report · Q2 2026
HAGERTY, INC. – FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenue (6 months): $666.7 million (down 5.8% vs. $707.6
2026-08-05
Results announced · Q3 2026
HAGERTY, INC. – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • First half 2026 Written Premium: $713 million, up 19% year-over-year • First half 2026
2026-08-05
Board / officer change · Q3 2026
HAGERTY, INC. (HGTY) – FORM 8-K SUMMARY July 15, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Hagerty, Inc. is a Delaware corporation traded on the New
2026-07-17
Shareholder vote results · Q2 2026
HAGERTY, INC. - 2026 ANNUAL MEETING SUMMARY HEADLINE NUMBERS • Annual Meeting held June 9, 2026 with 344,014,725 shares represented in person or by
2026-06-12
Quarterly report · Q1 2026
HAGERTY, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Loss Q1 2026: $(12.7) million vs. Net Income of $27.3 million in Q1 2025 • Loss per Clas
2026-05-06
Results announced · Q2 2026
HAGERTY Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Written Premium: $289 million, up 18% year-over-year • Earned Premium: $240 million, up 42% yea
2026-05-06

Readable in the app.

Deals & corporate news

AnnouncementDate
Fronting arrangement consummated with strategic partner; amended relationship agreements effective
Hagerty, Inc. completed a restructuring of its insurance operations with strategic partner Markel Group on December 31, 2025. The key changes are: (1) Extended the master relationship agreem
2026-01-02

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Data updated 2026-09-18.