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Financial Services

Hagerty, Inc.(HGTY)

Live Price

Offline

$10.87

+0.37% today

1Y Change

+14.00%

Window

Jun 26, 2025 โ†’ Jun 24, 2026

Market Cap
$3.48B
Revenue Growth
+22.2%
EPS Growth
+340.0%
Dividend Yield
0.0%

Coverage: 249 bars ยท Jun 26, 2025 โ†’ Jun 24, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Hagerty, Inc. (HGTY) is a Financial Services stock with a market cap of $3.48B and listed on NYSE. The stock last traded around $10.87 and up 14.0% across the available one-year price window (Jun 26, 2025 โ†’ Jun 24, 2026). Baseline metrics include revenue growth of +22.2%, EPS growth of +340.0%, a dividend yield of 0.0%. What stands out right now is revenue +22.2%, EPS +340.0%, free cash flow +24.9% with operating margin 9.8% and ROIC 6.7%. Valuation already assumes a fairly strong business story at P/E 71.9 and price/sales 2.4. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines HGTY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Above sector median

+22.2% vs +3.4% peer median

Operating Margin

Above sector median

+9.8% vs +4.7% peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

Latest report is on the board

2026 was reported on May 6, 2026, but the surprise data is still limited.

The operating story is still moving forward

Revenue is running at +22.2% and EPS at +340.0%, with operating margin around 9.8%.

Earnings Reaction Memory

How the stock has tended to move after recent reports.

Across the last 3 reported quarters, the stock averaged +3.0% over the next 5 trading days and finished higher after 2 of those reports.

View quarter-by-quarter reaction table
QuarterEPS ฮ”1D5D20D
2026
May 6, 2026
โ€”+2.3%+2.1%+0.9%
2026
Feb 26, 2026
+100.0%-2.9%-11.7%-12.0%
2025
Nov 4, 2025
+44.4%+2.2%+18.6%+15.0%

Benchmark Edge

HGTY vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

HGTY

โ€”

Normalized return

SPY

--

S&P 500

Excess Return

--

Relative to SPY

HGTY Max Drawdown

-30.03%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for HGTY and SPY.

Calendar-year return history is still loading or unavailable.
Hagerty, Inc. logo

Company Overview

Hagerty, Inc.

New York Stock Exchange

Traverse City, MI, US

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.

Leadership
McKeel O. Hagerty
IPO Date
Jun 1, 2021
Employees
1.7k
Street Address
121 Drivers Edge
Mailing
Traverse City, MI, 49684-4203
Region
Traverse City, MI, US
Reporting Currency
USD
Investor Line
800 922 4050
Last Updated
Apr 29, 2026
CIK: 0001840776ISIN: US4051661092CUSIP: 405166109
Reports in USDSEC Registered

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
71.9
EV/EBITDA
19.3
Price/Sales
2.4
Price/Book
11.4

Growth

Revenue
+22.2%
EPS
+340.0%
Free Cash Flow
+24.9%

Profitability

Gross Margin
80.0%
Operating Margin
9.8%
Net Margin
3.4%
ROE
22.9%
ROIC
6.7%

Balance Sheet

Debt/Equity
0.76
Current Ratio
โ€”

Earnings Reports

๐Ÿ“… Last reportedMay 6, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”
โ€”
May 6, 26
โ€”
Est -0.04
โ€”
โ€”
Est 284850.2B
โ€”
โ€”
Feb 26, 26
โœ“
0.08
Est 0.04
+100.0%
357326.0B
Est 311600.5B
+14.7%
โ€”
Nov 4, 25
โœ“
0.13
Est 0.09
+44.4%
379994.0B
Est 323520.6B
+17.5%
โ€”
Aug 4, 25
โœ“
0.13
Est 0.11
+18.2%
368699.0B
Est 353811.3B
+4.2%
โ€”
May 7, 25
โœ“
0.08
Est 0.02
+300.0%
319593.0B
Est 351356.5B
-9.0%
โ€”
Mar 4, 25
โœ“
0.02
Est 0.01
+100.0%
299812.0B
Est 306265.0B
-2.1%
โ€”
Nov 7, 24
โœ—
0.05
Est 0.08
-37.5%
323374.0B
Est 279417.0B
+15.7%
โ€”
Aug 6, 24
โœ—
0.09
Est 0.38
-76.3%
311284.0B
Est 307180.0B
+1.3%
โ€”
May 7, 24
โœ“
0.04
Est -0.09
+144.4%
265568.0B
Est 264170.0B
+0.5%
โ€”
Mar 12, 24
โœ—
-0.01
Est -0.00
-228.9%
258005.0B
Est 245270.0B
+5.2%
โ€”
Nov 8, 23
โœ—
0.05
Est 0.07
-33.3%
276424.0B
Est 246900.0B
+12.0%
โ€”
Aug 8, 23
โœ—
0.05
Est 0.14
-64.7%
259490.0B
Est 269430.0B
-3.7%
โ€”
May 9, 23
โœ—
-0.04
Est -0.02
-88.0%
217837.0B
Est 213860.0B
+1.9%
โ€”
Mar 14, 23
โœ—
-0.10
Est -0.08
-25.0%
201033.0B
Est 198580.0B
+1.2%
โ€”
Nov 10, 22
โœ—
-0.06
Est 0.07
-185.7%
228340.0B
Est 206835.0B
+10.4%
โ€”
Aug 10, 22
-0.07
Est โ€”
โ€”
200617.0B
Est โ€”
โ€”

Latest News

No news articles available

Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.