Financial Services
Live Price
Offline$10.87
+0.37% today
1Y Change
+14.00%
Window
Jun 26, 2025 โ Jun 24, 2026
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.
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.
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
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
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
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
Uses the longest available daily history for HGTY and SPY.

Company Overview
Hagerty, Inc.
New York Stock Exchange
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.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.