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Hagerty share price today

Hagerty, Inc. · HGTY · Financials · Insurance - Property & Casualty · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

Hagerty share price: $18.71 at the close on 4 November 2026, +50.5% in a year.

MixedBusiness trend from fewer quarters than usual
$18.71Price +50.5% in a year
8.8×P/BV higher than 66% of the last 5.3 years
$355 MRevenue (Jun 2026) −6.5% on a year ago
−$1.7 MProfit (Jun 2026) −119.7% on a year ago
−0.5%Net margin −2.7 points on a year ago
8%ROE FY25
7.45%ROA latest

Hagerty, Inc.'s share price, valuation and earnings point in different directions. The next one or two quarters should make it clearer.

The main question: yearly earnings per share moved +263.6% while the share price moved +50.5%.

The price has been rising for 14 weeks, and the P/BV is higher than 66% of its own last 5.3 years. Over the last four quarters, results have been deteriorating, with profit −119.7% on a year earlier, with the net margin at −0.5%. What will decide it: whether the price catches up with earnings that have already grown.

What is the Hagerty share price today?

Hagerty, Inc.'s share price was $18.71 at the close on 4 November 2026. It has been rising for 14 weeks. That is 54.5% above its average price over the last 200 trading days. In the last 52 weeks it traded between $10 and $19, and at that close it was at the high of that range.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today Hagerty, Inc. is in stage 2. The phase helps read everything below.

Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 17 weeks in a row.

1Y

Nov 2026: $18.71, 54.5% above its 200-day average. The price has been rising for 14 weeks.

  • Price $18.71
  • 50-day avg $14.36
  • 200-day avg $12.11
Nov 2026: $18.71, 54.5% above its 200-day average. The price has been rising for 14 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$11.22$11.78$10.24
7 Nov 2025$12.43$11.84$10.29
14 Nov 2025$13.69$12.03$10.38
21 Nov 2025$13.33$12.13$10.47
28 Nov 2025$13.36$12.18$10.53
5 Dec 2025$12.62$12.23$10.60
12 Dec 2025$12.99$12.30$10.67
19 Dec 2025$13.13$12.40$10.74
26 Dec 2025$13.82$12.53$10.82
2 Jan 2026$13.15$12.69$10.91
9 Jan 2026$13.06$12.88$11.00
16 Jan 2026$12.67$13.05$11.09
23 Jan 2026$12.58$13.09$11.17
30 Jan 2026$12.61$12.99$11.27
6 Feb 2026$12.60$12.91$11.37
13 Feb 2026$12.06$12.78$11.45
20 Feb 2026$11.76$12.72$11.51
27 Feb 2026$11.74$12.61$11.56
6 Mar 2026$10.24$12.37$11.59
13 Mar 2026$10.23$12.00$11.60
20 Mar 2026$10.49$11.73$11.62
27 Mar 2026$10.39$11.49$11.63
2 Apr 2026$10.97$11.33$11.66
10 Apr 2026$11.12$11.19$11.69
17 Apr 2026$10.83$11.02$11.71
24 Apr 2026$10.70$10.87$11.72
1 May 2026$10.34$10.71$11.73
8 May 2026$10.06$10.56$11.73
15 May 2026$10.44$10.48$11.72
22 May 2026$10.70$10.59$11.73
29 May 2026$10.22$10.58$11.73
5 Jun 2026$10.45$10.56$11.71
12 Jun 2026$10.84$10.57$11.70
18 Jun 2026$10.87$10.55$11.69
26 Jun 2026$11.76$10.58$11.68
2 Jul 2026$12.39$10.68$11.67
10 Jul 2026$12.23$10.84$11.66
17 Jul 2026$12.02$11.03$11.66
24 Jul 2026$11.68$11.18$11.65
31 Jul 2026$11.53$11.30$11.65
7 Aug 2026$13.61$11.51$11.67
14 Aug 2026$12.97$11.78$11.72
21 Aug 2026$13.08$12.03$11.76
28 Aug 2026$13.42$12.28$11.80
4 Sep 2026$13.55$12.50$11.79
11 Sep 2026$13.55$12.62$11.80
18 Sep 2026$13.94$12.79$11.81
25 Sep 2026$13.59$12.94$11.83
2 Oct 2026$13.61$13.12$11.85
9 Oct 2026$14.21$13.34$11.87
16 Oct 2026$15.30$13.60$11.91
23 Oct 2026$15.58$13.86$11.97
30 Oct 2026$15.58$14.13$12.04
4 Nov 2026$18.71$14.36$12.11
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $18.71, 54.5% above its 200-day average. The price has been rising for 14 weeks.

  • Price $18.71
  • 50-day avg $14.36
  • 200-day avg $12.11
Nov 2026: $18.71, 54.5% above its 200-day average. The price has been rising for 14 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$7.75$8.22$8.89
10 Nov 2023$8.47$8.13$8.85
17 Nov 2023$8.73$8.12$8.82
24 Nov 2023$8.57$8.14$8.80
1 Dec 2023$8.65$8.15$8.77
8 Dec 2023$8.49$8.19$8.75
15 Dec 2023$8.06$8.21$8.74
22 Dec 2023$8.00$8.23$8.71
29 Dec 2023$7.80$8.22$8.71
5 Jan 2024$7.74$8.21$8.69
12 Jan 2024$7.86$8.23$8.68
19 Jan 2024$7.95$8.24$8.66
26 Jan 2024$8.04$8.20$8.65
2 Feb 2024$8.04$8.14$8.63
9 Feb 2024$8.42$8.11$8.61
16 Feb 2024$8.37$8.08$8.57
23 Feb 2024$8.39$8.06$8.54
1 Mar 2024$8.69$8.12$8.52
8 Mar 2024$8.98$8.19$8.52
15 Mar 2024$8.47$8.29$8.52
22 Mar 2024$8.94$8.38$8.51
28 Mar 2024$9.15$8.48$8.50
5 Apr 2024$8.88$8.59$8.49
12 Apr 2024$8.44$8.65$8.47
19 Apr 2024$8.85$8.73$8.46
26 Apr 2024$8.76$8.79$8.45
3 May 2024$8.92$8.84$8.45
10 May 2024$8.84$8.89$8.45
17 May 2024$8.70$8.89$8.45
24 May 2024$8.97$8.90$8.46
31 May 2024$9.62$8.93$8.47
7 Jun 2024$10.10$9.03$8.50
14 Jun 2024$9.77$9.13$8.52
21 Jun 2024$10.42$9.24$8.54
28 Jun 2024$10.40$9.39$8.59
5 Jul 2024$10.99$9.55$8.64
12 Jul 2024$10.97$9.78$8.71
19 Jul 2024$11.19$10.00$8.78
26 Jul 2024$10.98$10.20$8.86
2 Aug 2024$10.75$10.42$8.94
9 Aug 2024$10.60$10.59$9.00
16 Aug 2024$11.04$10.68$9.08
23 Aug 2024$11.67$10.82$9.17
30 Aug 2024$11.94$11.00$9.26
6 Sep 2024$11.46$11.12$9.32
13 Sep 2024$11.09$11.17$9.38
20 Sep 2024$10.66$11.15$9.44
27 Sep 2024$10.42$11.10$9.49
4 Oct 2024$10.67$11.04$9.55
11 Oct 2024$10.79$11.00$9.61
18 Oct 2024$10.60$10.99$9.69
25 Oct 2024$10.36$10.99$9.75
1 Nov 2024$10.92$10.93$9.82
8 Nov 2024$11.21$10.88$9.91
15 Nov 2024$11.09$10.81$9.98
22 Nov 2024$11.51$10.83$10.06
29 Nov 2024$11.78$10.88$10.13
6 Dec 2024$11.24$10.97$10.21
13 Dec 2024$11.09$11.05$10.27
20 Dec 2024$10.41$11.05$10.32
27 Dec 2024$9.83$10.99$10.34
3 Jan 2025$9.77$10.93$10.36
10 Jan 2025$9.40$10.85$10.37
17 Jan 2025$9.66$10.73$10.39
24 Jan 2025$9.80$10.59$10.40
31 Jan 2025$9.69$10.45$10.43
7 Feb 2025$10.22$10.32$10.46
14 Feb 2025$10.06$10.17$10.49
21 Feb 2025$9.99$10.05$10.51
28 Feb 2025$10.12$9.95$10.54
7 Mar 2025$9.77$9.86$10.56
14 Mar 2025$9.33$9.80$10.57
21 Mar 2025$9.11$9.76$10.57
28 Mar 2025$9.00$9.73$10.55
4 Apr 2025$8.41$9.64$10.52
11 Apr 2025$8.68$9.52$10.48
17 Apr 2025$8.67$9.44$10.45
25 Apr 2025$8.66$9.29$10.39
2 May 2025$9.05$9.16$10.33
9 May 2025$9.76$9.10$10.29
16 May 2025$9.68$9.07$10.25
23 May 2025$9.10$9.06$10.22
30 May 2025$9.72$9.09$10.19
6 Jun 2025$10.02$9.16$10.17
13 Jun 2025$9.46$9.21$10.13
20 Jun 2025$9.85$9.31$10.08
27 Jun 2025$10.18$9.44$10.04
3 Jul 2025$10.19$9.56$10.02
11 Jul 2025$10.00$9.69$10.00
18 Jul 2025$10.11$9.80$9.98
25 Jul 2025$10.75$9.87$9.98
1 Aug 2025$10.02$9.94$9.97
8 Aug 2025$10.65$10.06$9.97
15 Aug 2025$11.19$10.19$9.99
22 Aug 2025$10.93$10.30$9.99
29 Aug 2025$11.45$10.46$9.98
5 Sep 2025$11.78$10.58$9.99
12 Sep 2025$12.52$10.81$10.02
19 Sep 2025$12.72$11.07$10.05
26 Sep 2025$12.01$11.29$10.07
3 Oct 2025$11.99$11.46$10.09
10 Oct 2025$11.69$11.62$10.12
17 Oct 2025$11.33$11.75$10.16
24 Oct 2025$11.06$11.77$10.20
31 Oct 2025$11.22$11.78$10.24
7 Nov 2025$12.43$11.84$10.29
14 Nov 2025$13.69$12.03$10.38
21 Nov 2025$13.33$12.13$10.47
28 Nov 2025$13.36$12.18$10.53
5 Dec 2025$12.62$12.23$10.60
12 Dec 2025$12.99$12.30$10.67
19 Dec 2025$13.13$12.40$10.74
26 Dec 2025$13.82$12.53$10.82
2 Jan 2026$13.15$12.69$10.91
9 Jan 2026$13.06$12.88$11.00
16 Jan 2026$12.67$13.05$11.09
23 Jan 2026$12.58$13.09$11.17
30 Jan 2026$12.61$12.99$11.27
6 Feb 2026$12.60$12.91$11.37
13 Feb 2026$12.06$12.78$11.45
20 Feb 2026$11.76$12.72$11.51
27 Feb 2026$11.74$12.61$11.56
6 Mar 2026$10.24$12.37$11.59
13 Mar 2026$10.23$12.00$11.60
20 Mar 2026$10.49$11.73$11.62
27 Mar 2026$10.39$11.49$11.63
2 Apr 2026$10.97$11.33$11.66
10 Apr 2026$11.12$11.19$11.69
17 Apr 2026$10.83$11.02$11.71
24 Apr 2026$10.70$10.87$11.72
1 May 2026$10.34$10.71$11.73
8 May 2026$10.06$10.56$11.73
15 May 2026$10.44$10.48$11.72
22 May 2026$10.70$10.59$11.73
29 May 2026$10.22$10.58$11.73
5 Jun 2026$10.45$10.56$11.71
12 Jun 2026$10.84$10.57$11.70
18 Jun 2026$10.87$10.55$11.69
26 Jun 2026$11.76$10.58$11.68
2 Jul 2026$12.39$10.68$11.67
10 Jul 2026$12.23$10.84$11.66
17 Jul 2026$12.02$11.03$11.66
24 Jul 2026$11.68$11.18$11.65
31 Jul 2026$11.53$11.30$11.65
7 Aug 2026$13.61$11.51$11.67
14 Aug 2026$12.97$11.78$11.72
21 Aug 2026$13.08$12.03$11.76
28 Aug 2026$13.42$12.28$11.80
4 Sep 2026$13.55$12.50$11.79
11 Sep 2026$13.55$12.62$11.80
18 Sep 2026$13.94$12.79$11.81
25 Sep 2026$13.59$12.94$11.83
2 Oct 2026$13.61$13.12$11.85
9 Oct 2026$14.21$13.34$11.87
16 Oct 2026$15.30$13.60$11.91
23 Oct 2026$15.58$13.86$11.97
30 Oct 2026$15.58$14.13$12.04
4 Nov 2026$18.71$14.36$12.11
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $18.71, 54.5% above its 200-day average. The price has been rising for 14 weeks.

  • Price $18.71
  • 50-day avg $14.36
  • 200-day avg $12.11
Nov 2026: $18.71, 54.5% above its 200-day average. The price has been rising for 14 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$10.09$10.05–
12 Nov 2021$10.13$10.09–
26 Nov 2021$9.98$10.09–
10 Dec 2021$18.56$10.85–
23 Dec 2021$13.65$11.91–
7 Jan 2022$16.70$12.97–
21 Jan 2022$14.55$13.99–
4 Feb 2022$14.12$14.77–
18 Feb 2022$14.44$15.07–
4 Mar 2022$15.24$14.74–
18 Mar 2022$12.99$14.56–
1 Apr 2022$10.96$13.76$11.89
14 Apr 2022$10.24$13.14$11.93
29 Apr 2022$9.51$12.34$11.93
13 May 2022$8.29$11.06$11.86
27 May 2022$11.23$10.21$11.86
10 Jun 2022$10.55$9.92$11.91
24 Jun 2022$11.30$9.93$11.94
8 Jul 2022$11.51$10.18$12.00
22 Jul 2022$11.07$10.65$12.06
5 Aug 2022$11.58$11.18$12.13
19 Aug 2022$12.56$11.46$12.25
2 Sep 2022$11.27$11.71$12.34
16 Sep 2022$10.13$11.63$12.38
30 Sep 2022$8.99$11.30$12.09
14 Oct 2022$8.91$10.82$11.79
28 Oct 2022$9.19$10.14$11.42
11 Nov 2022$8.53$9.46$11.12
25 Nov 2022$8.61$9.01$10.88
9 Dec 2022$8.15$8.83$10.62
23 Dec 2022$7.95$8.70$10.29
6 Jan 2023$9.03$8.62$10.09
20 Jan 2023$9.57$8.70$9.99
3 Feb 2023$9.87$8.92$9.94
17 Feb 2023$9.59$9.06$9.94
3 Mar 2023$9.05$9.17$9.98
17 Mar 2023$8.64$9.25$9.91
31 Mar 2023$8.74$9.12$9.79
14 Apr 2023$8.68$8.94$9.69
28 Apr 2023$10.01$8.83$9.58
12 May 2023$9.25$8.94$9.50
26 May 2023$8.77$9.00$9.37
9 Jun 2023$9.64$9.14$9.22
23 Jun 2023$9.47$9.31$9.11
7 Jul 2023$9.05$9.37$9.04
21 Jul 2023$8.97$9.21$9.02
4 Aug 2023$8.43$9.14$9.00
18 Aug 2023$8.87$9.08$9.00
1 Sep 2023$8.98$8.98$9.02
15 Sep 2023$8.18$8.83$9.01
29 Sep 2023$8.17$8.68$8.98
13 Oct 2023$7.89$8.51$8.97
27 Oct 2023$7.58$8.34$8.93
10 Nov 2023$8.47$8.13$8.85
24 Nov 2023$8.57$8.14$8.80
8 Dec 2023$8.49$8.19$8.75
22 Dec 2023$8.00$8.23$8.71
5 Jan 2024$7.74$8.21$8.69
19 Jan 2024$7.95$8.24$8.66
2 Feb 2024$8.04$8.14$8.63
16 Feb 2024$8.37$8.08$8.57
1 Mar 2024$8.69$8.12$8.52
15 Mar 2024$8.47$8.29$8.52
28 Mar 2024$9.15$8.48$8.50
12 Apr 2024$8.44$8.65$8.47
26 Apr 2024$8.76$8.79$8.45
10 May 2024$8.84$8.89$8.45
24 May 2024$8.97$8.90$8.46
7 Jun 2024$10.10$9.03$8.50
21 Jun 2024$10.42$9.24$8.54
5 Jul 2024$10.99$9.55$8.64
19 Jul 2024$11.19$10.00$8.78
2 Aug 2024$10.75$10.42$8.94
16 Aug 2024$11.04$10.68$9.08
30 Aug 2024$11.94$11.00$9.26
13 Sep 2024$11.09$11.17$9.38
27 Sep 2024$10.42$11.10$9.49
11 Oct 2024$10.79$11.00$9.61
25 Oct 2024$10.36$10.99$9.75
8 Nov 2024$11.21$10.88$9.91
22 Nov 2024$11.51$10.83$10.06
6 Dec 2024$11.24$10.97$10.21
20 Dec 2024$10.41$11.05$10.32
3 Jan 2025$9.77$10.93$10.36
17 Jan 2025$9.66$10.73$10.39
31 Jan 2025$9.69$10.45$10.43
14 Feb 2025$10.06$10.17$10.49
28 Feb 2025$10.12$9.95$10.54
14 Mar 2025$9.33$9.80$10.57
28 Mar 2025$9.00$9.73$10.55
11 Apr 2025$8.68$9.52$10.48
25 Apr 2025$8.66$9.29$10.39
9 May 2025$9.76$9.10$10.29
23 May 2025$9.10$9.06$10.22
6 Jun 2025$10.02$9.16$10.17
20 Jun 2025$9.85$9.31$10.08
3 Jul 2025$10.19$9.56$10.02
18 Jul 2025$10.11$9.80$9.98
1 Aug 2025$10.02$9.94$9.97
15 Aug 2025$11.19$10.19$9.99
29 Aug 2025$11.45$10.46$9.98
12 Sep 2025$12.52$10.81$10.02
26 Sep 2025$12.01$11.29$10.07
10 Oct 2025$11.69$11.62$10.12
24 Oct 2025$11.06$11.77$10.20
7 Nov 2025$12.43$11.84$10.29
21 Nov 2025$13.33$12.13$10.47
5 Dec 2025$12.62$12.23$10.60
19 Dec 2025$13.13$12.40$10.74
2 Jan 2026$13.15$12.69$10.91
16 Jan 2026$12.67$13.05$11.09
30 Jan 2026$12.61$12.99$11.27
13 Feb 2026$12.06$12.78$11.45
27 Feb 2026$11.74$12.61$11.56
13 Mar 2026$10.23$12.00$11.60
27 Mar 2026$10.39$11.49$11.63
10 Apr 2026$11.12$11.19$11.69
24 Apr 2026$10.70$10.87$11.72
8 May 2026$10.06$10.56$11.73
22 May 2026$10.70$10.59$11.73
5 Jun 2026$10.45$10.56$11.71
18 Jun 2026$10.87$10.55$11.69
2 Jul 2026$12.39$10.68$11.67
17 Jul 2026$12.02$11.03$11.66
31 Jul 2026$11.53$11.30$11.65
14 Aug 2026$12.97$11.78$11.72
28 Aug 2026$13.42$12.28$11.80
11 Sep 2026$13.55$12.62$11.80
25 Sep 2026$13.59$12.94$11.83
9 Oct 2026$14.21$13.34$11.87
23 Oct 2026$15.58$13.86$11.97
4 Nov 2026$18.71$14.36$12.11
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

Price stage: Sideways from Oct 2025 to Nov 2025; Rising from Nov 2025 to Feb 2026; Sideways from Mar 2026 to Jun 2026; Rising from Jun 2026 to Nov 2026.

Price stage: Falling from Nov 2023 to Mar 2024; Sideways from Mar 2024 to Jul 2024; Rising from Jul 2024 to Dec 2024; Sideways from Dec 2024 to Jun 2025; Sideways from Jun 2025 to Nov 2025; Rising from Nov 2025 to Feb 2026; Sideways from Mar 2026 to Jun 2026; Rising from Jun 2026 to Nov 2026.

Price stage: Falling from Oct 2022 to May 2023; Sideways from Jun 2023 to Jul 2023; Falling from Jul 2023 to Apr 2024; Sideways from Apr 2024 to Jul 2024; Rising from Aug 2024 to Dec 2024; Sideways from Jan 2025 to Jun 2025; Sideways from Jul 2025 to Nov 2025; Rising from Dec 2025 to Feb 2026; Sideways from Mar 2026 to Jul 2026; Rising from Aug 2026 to Nov 2026.

Week by week since 2021: did it beat the S&P 500 over the past 13 weeks?

Ahead in 114 of 271 weeks

Week by week since 2021: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
4 Jun 2021no S&P 500 reading
11 Jun 2021no S&P 500 reading
18 Jun 2021no S&P 500 reading
25 Jun 2021no S&P 500 reading
2 Jul 2021no S&P 500 reading
6 Jul 2021no S&P 500 reading
16 Jul 2021no S&P 500 reading
23 Jul 2021no S&P 500 reading
30 Jul 2021no S&P 500 reading
6 Aug 2021no S&P 500 reading
13 Aug 2021no S&P 500 reading
20 Aug 2021no S&P 500 reading
27 Aug 2021no S&P 500 reading
3 Sep 2021−4.4%
10 Sep 2021−2.4%
17 Sep 2021−3.2%
24 Sep 2021−1.5%
1 Oct 2021+2.3%
8 Oct 2021+2.0%
15 Oct 2021−0.4%
22 Oct 2021−1.0%
29 Oct 2021−0.5%
5 Nov 2021−2.3%
12 Nov 2021−0.2%
19 Nov 2021−4.7%
26 Nov 2021−2.3%
3 Dec 2021+55.5%
10 Dec 2021+78.8%
17 Dec 2021+58.4%
23 Dec 2021+29.4%
31 Dec 2021+31.2%
7 Jan 2022+59.6%
14 Jan 2022+45.2%
21 Jan 2022+48.4%
28 Jan 2022+47.5%
4 Feb 2022+42.8%
11 Feb 2022+40.6%
18 Feb 2022+49.8%
25 Feb 2022+55.7%
4 Mar 2022+2.3%
11 Mar 2022−14.5%
18 Mar 2022−17.5%
25 Mar 2022−8.4%
1 Apr 2022−18.1%
8 Apr 2022−30.0%
14 Apr 2022−25.9%
22 Apr 2022−30.0%
29 Apr 2022−27.6%
6 May 2022−31.8%
13 May 2022−30.5%
20 May 2022−26.2%
27 May 2022−20.4%
3 Jun 2022−19.1%
10 Jun 2022−16.8%
17 Jun 2022+3.1%
24 Jun 2022+8.2%
1 Jul 2022+22.7%
8 Jul 2022+17.5%
15 Jul 2022+22.4%
22 Jul 2022+20.3%
29 Jul 2022+20.7%
5 Aug 2022+36.5%
12 Aug 2022+47.0%
19 Aug 2022+28.5%
26 Aug 2022+13.6%
2 Sep 2022+1.9%
9 Sep 2022+5.0%
16 Sep 2022−14.0%
23 Sep 2022−9.8%
30 Sep 2022−16.9%
7 Oct 2022−19.8%
14 Oct 2022−14.0%
21 Oct 2022−15.9%
28 Oct 2022−14.4%
4 Nov 2022−16.4%
11 Nov 2022−26.2%
18 Nov 2022−24.1%
25 Nov 2022−30.3%
2 Dec 2022−18.3%
9 Dec 2022−26.0%
16 Dec 2022−19.9%
23 Dec 2022−20.8%
30 Dec 2022−13.5%
6 Jan 2023−0.2%
13 Jan 2023−6.8%
20 Jan 2023+3.9%
27 Jan 2023+4.5%
3 Feb 2023+4.7%
10 Feb 2023+10.4%
17 Feb 2023+6.8%
24 Feb 2023+5.4%
3 Mar 2023−5.4%
10 Mar 2023+6.5%
17 Mar 2023+5.6%
24 Mar 2023+2.7%
31 Mar 2023−3.1%
6 Apr 2023−11.1%
14 Apr 2023−10.4%
21 Apr 2023−7.3%
28 Apr 2023−2.4%
5 May 2023−2.8%
12 May 2023−4.7%
19 May 2023−10.8%
26 May 2023−8.0%
2 Jun 2023−2.7%
9 Jun 2023+1.6%
16 Jun 2023−1.2%
23 Jun 2023+2.9%
30 Jun 2023−1.2%
7 Jul 2023−1.0%
14 Jul 2023−2.7%
21 Jul 2023−12.9%
28 Jul 2023−22.5%
4 Aug 2023−20.5%
11 Aug 2023−9.1%
18 Aug 2023−3.7%
25 Aug 2023−2.1%
1 Sep 2023−9.3%
8 Sep 2023−14.3%
15 Sep 2023−15.9%
22 Sep 2023−12.6%
29 Sep 2023−9.1%
6 Oct 2023−9.8%
13 Oct 2023−10.5%
20 Oct 2023−3.6%
27 Oct 2023−3.2%
3 Nov 2023−5.4%
10 Nov 2023−6.5%
17 Nov 2023−4.9%
24 Nov 2023−8.3%
1 Dec 2023−5.4%
8 Dec 2023−4.7%
15 Dec 2023−7.3%
22 Dec 2023−12.7%
29 Dec 2023−15.7%
5 Jan 2024−11.9%
12 Jan 2024−10.9%
19 Jan 2024−15.5%
26 Jan 2024−12.6%
2 Feb 2024−10.0%
9 Feb 2024−14.3%
16 Feb 2024−14.9%
23 Feb 2024−13.6%
1 Mar 2024−11.2%
8 Mar 2024−5.4%
15 Mar 2024−3.5%
22 Mar 2024+1.7%
28 Mar 2024+7.3%
5 Apr 2024+3.9%
12 Apr 2024+0.2%
19 Apr 2024+8.7%
26 Apr 2024+4.7%
3 May 2024+7.5%
10 May 2024+1.1%
17 May 2024−2.1%
24 May 2024+2.7%
31 May 2024+7.9%
7 Jun 2024+8.1%
14 Jun 2024+8.9%
21 Jun 2024+12.1%
28 Jun 2024+9.6%
5 Jul 2024+16.8%
12 Jul 2024+20.4%
19 Jul 2024+15.6%
26 Jul 2024+18.2%
2 Aug 2024+16.3%
9 Aug 2024+17.6%
16 Aug 2024+22.2%
23 Aug 2024+23.9%
30 Aug 2024+17.2%
6 Sep 2024+12.3%
13 Sep 2024+10.0%
20 Sep 2024−2.1%
27 Sep 2024−4.8%
4 Oct 2024−6.2%
11 Oct 2024−5.1%
18 Oct 2024−11.8%
25 Oct 2024−12.0%
1 Nov 2024−5.6%
8 Nov 2024−6.5%
15 Nov 2024−5.2%
22 Nov 2024−7.3%
29 Nov 2024−8.2%
6 Dec 2024−14.4%
13 Dec 2024−7.5%
20 Dec 2024−6.4%
27 Dec 2024−9.8%
3 Jan 2025−11.7%
10 Jan 2025−13.0%
17 Jan 2025−11.1%
24 Jan 2025−10.4%
31 Jan 2025−16.7%
7 Feb 2025−9.3%
14 Feb 2025−13.4%
21 Feb 2025−13.9%
28 Feb 2025−12.7%
7 Mar 2025−7.8%
14 Mar 2025−9.0%
21 Mar 2025−7.9%
28 Mar 2025−1.8%
4 Apr 2025+0.7%
11 Apr 2025+0.4%
17 Apr 2025+1.7%
25 Apr 2025−2.2%
2 May 2025−0.8%
9 May 2025+1.6%
16 May 2025−1.2%
23 May 2025−5.4%
30 May 2025−3.1%
6 Jun 2025−1.5%
13 Jun 2025−4.7%
20 Jun 2025+2.8%
27 Jun 2025+2.4%
3 Jul 2025−2.6%
11 Jul 2025−1.6%
18 Jul 2025−2.6%
25 Jul 2025+8.4%
1 Aug 2025+1.0%
8 Aug 2025−3.8%
15 Aug 2025+7.3%
22 Aug 2025+8.7%
29 Aug 2025+8.4%
5 Sep 2025+9.5%
12 Sep 2025+22.2%
19 Sep 2025+17.5%
26 Sep 2025+10.3%
3 Oct 2025+10.6%
10 Oct 2025+12.2%
17 Oct 2025+6.2%
24 Oct 2025−3.4%
31 Oct 2025+2.3%
7 Nov 2025+11.4%
14 Nov 2025+17.9%
21 Nov 2025+19.8%
28 Nov 2025+10.7%
5 Dec 2025+1.2%
12 Dec 2025+0.1%
19 Dec 2025+0.7%
26 Dec 2025+10.8%
2 Jan 2026+7.6%
9 Jan 2026+5.4%
16 Jan 2026+7.7%
23 Jan 2026+12.0%
30 Jan 2026+10.9%
6 Feb 2026−1.6%
13 Feb 2026−13.4%
20 Feb 2026−16.4%
27 Feb 2026−12.5%
6 Mar 2026−16.9%
13 Mar 2026−18.4%
20 Mar 2026−15.4%
27 Mar 2026−16.7%
2 Apr 2026−12.6%
10 Apr 2026−12.7%
17 Apr 2026−17.2%
24 Apr 2026−18.5%
1 May 2026−22.1%
8 May 2026−27.0%
15 May 2026−21.9%
22 May 2026−17.2%
29 May 2026−23.2%
5 Jun 2026−7.6%
12 Jun 2026−6.0%
18 Jun 2026−11.5%
26 Jun 2026−1.8%
2 Jul 2026−0.6%
10 Jul 2026−1.1%
17 Jul 2026+6.3%
24 Jul 2026+5.7%
31 Jul 2026+7.8%
7 Aug 2026+30.5%
14 Aug 2026+19.2%
21 Aug 2026+19.6%
28 Aug 2026+29.6%
4 Sep 2026+25.2%
11 Sep 2026+22.0%
18 Sep 2026+26.2%
25 Sep 2026+9.8%
2 Oct 2026+6.5%
9 Oct 2026+13.1%
16 Oct 2026+24.6%
23 Oct 2026+30.5%
30 Oct 2026+34.0%
4 Nov 2026+38.3%
Each bar is one week, from 2021 to now (271 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 5.4 years the share price moved +92% while the S&P 500 moved +81%, so it is ahead of the index over that whole period. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does Hagerty pay?

Hagerty, Inc. pays no dividend. In the last 12 reported quarters it declared no dividend per share, so there is no payout history to chart and no yield to show. Companies like this usually keep their earnings in the business, so the cash-flow sections show where that cash goes.

Which stock lists is Hagerty on?

Hagerty is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.

Is Hagerty profitable?

Hagerty, Inc. posted a net loss of $1.7 M in the Jun 2026 quarter. Full-year FY25 profit was $38.7 M. That loss is 0.5% of the quarter's revenue. The same quarter a year earlier earned $8.5 M. 3 of the last 12 reported quarters were loss-making.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

Jun 2026 profit was −$1.7 M, −119.7% on a year earlier. For the full year, FY25 profit was $38.7 M (+334.6% on the year before).

FY25 profit $38.7 M (+334.6% on the year before)

  • Net profit $38.7 M
FY25 profit $38.7 M (+334.6% on the year before)
QuarterNet profit
FY21−$46.4 M
FY22$32.1 M
FY23$15.9 M
FY24$8.9 M
FY25$38.7 M

Growth on a year earlier

  • Growth on a year earlier 334.6%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22–
FY23−50.5%
FY24−44%
FY25334.6%
Top: net profit each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: −$1.7 M (−119.7% on a year earlier)

  • Net profit (quarterly) −$1.7 M
Jun 2026: −$1.7 M (−119.7% on a year earlier)
QuarterNet profit (quarterly)
Sep 2023$3.3 M
Dec 2023$12.2 M
Mar 2024−$3.0 M
Jun 2024$7.9 M
Sep 2024$2.8 M
Dec 2024$1.1 M
Mar 2025$6.0 M
Jun 2025$8.5 M
Sep 2025$17.7 M
Dec 2025$6.5 M
Mar 2026−$6.5 M
Jun 2026−$1.7 M

Growth on a year earlier

  • Growth on a year earlier −119.7%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023−77.9%
Dec 2023–
Mar 2024–
Jun 2024231.3%
Sep 2024−14%
Dec 2024−90.6%
Mar 2025–
Jun 20257%
Sep 2025532.5%
Dec 2025467.5%
Mar 2026−208%
Jun 2026−119.7%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed −6.5% on a year earlier and the margin moved −2.7 percentage points. Sales did the work while the margin got thinner.

On average over the last four quarters, profit changed +168.1% and revenue +5.6%. Profit is growing faster than sales: fixed costs are spread over more sales, so each extra dollar of revenue adds more to profit.

How much revenue does Hagerty make, and is it growing?

Hagerty, Inc. reported $355 M of income in the Jun 2026 quarter, −6.5% on the same quarter a year earlier. Over 4 years it has grown 23.8% a year on average. The last full year, FY25, came in at $1.5 B. The last four reported quarters add to $1.4 B.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

FY25 revenue was $1.5 B, +17.3% on the year before.

FY25 revenue $1.5 B (+17.3% on the year before), 23.8% a year over 4 years

  • Revenue $1.5 B
FY25 revenue $1.5 B (+17.3% on the year before), 23.8% a year over 4 years
QuarterRevenue
FY21$619 M
FY22$788 M
FY23$1.0 B
FY24$1.2 B
FY25$1.5 B

Growth on a year earlier

  • Growth on a year earlier 17.3%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY2227.2%
FY2330.4%
FY2420.9%
FY2517.3%
Top: revenue each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $355 M (−6.5% on a year earlier)

  • Revenue (quarterly) $355 M
Jun 2026: $355 M (−6.5% on a year earlier)
QuarterRevenue (quarterly)
Sep 2023$276 M
Dec 2023$245 M
Mar 2024$272 M
Jun 2024$313 M
Sep 2024$323 M
Dec 2024$333 M
Mar 2025$328 M
Jun 2025$379 M
Sep 2025$380 M
Dec 2025$388 M
Mar 2026$312 M
Jun 2026$355 M

Growth on a year earlier

  • Growth on a year earlier −6.5%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 202327.1%
Dec 202324.4%
Mar 202424.4%
Jun 202419.9%
Sep 202417.3%
Dec 202436%
Mar 202520.8%
Jun 202521.1%
Sep 202517.5%
Dec 202516.5%
Mar 2026−5%
Jun 2026−6.5%
Top: revenue each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +5.6% on average, against 23.8% a year over the longer run, so this year is growing slower than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +5.2%, against +13.9% a year over the last 8 quarters (rolling over); profit over the last 12 months grew −13.2%, against −11.3% a year (stabilising).

How much does Hagerty keep from what it earns?

Hagerty, Inc.'s net margin was −0.5% in the Jun 2026 quarter, 2.7 percentage points lower than the same quarter a year ago. Across 5 years it has been between −7.5% and 4.1%. The latest quarter is within that range.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

FY25: 2.7%, within a range of −7.5% to 4.1% over 5 years

  • Net margin 2.7%
FY25: 2.7%, within a range of −7.5% to 4.1% over 5 years
QuarterNet margin
FY21−7.5%
FY224.1%
FY231.5%
FY240.7%
FY252.7%

Change on the year before (points)

  • Change on the year before (points) +2.0 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22+11.6 pts
FY23−2.6 pts
FY24−0.8 pts
FY25+2.0 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Jun 2026: net margin −0.5% (−2.7 points on a year earlier)

  • Net margin −0.5%
Jun 2026: net margin −0.5% (−2.7 points on a year earlier)
QuarterNet margin
Sep 20231.2%
Dec 20235%
Mar 2024−1.1%
Jun 20242.5%
Sep 20240.9%
Dec 20240.3%
Mar 20251.8%
Jun 20252.2%
Sep 20254.7%
Dec 20251.7%
Mar 2026−2.1%
Jun 2026−0.5%

Change on a year earlier (points)

  • Change on a year earlier (points) −2.7 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023−5.6 pts
Dec 2023+7.3 pts
Mar 2024−0.1 pts
Jun 2024+1.6 pts
Sep 2024−0.3 pts
Dec 2024−4.7 pts
Mar 2025+2.9 pts
Jun 2025−0.3 pts
Sep 2025+3.8 pts
Dec 2025+1.4 pts
Mar 2026−3.9 pts
Jun 2026−2.7 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of Hagerty's loans have gone bad?

Hagerty, Inc. does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is Hagerty's loan book growing?

Hagerty, Inc.'s revenue was $1.5 B in FY25, +17.3% on the year before, so the loan book is growing. The latest quarter was −6.5% on a year earlier. The net margin on that income is −0.5%, −2.7 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY25: revenue $1.5 B (+17.3% on the year before), net margin 2.7%

  • Revenue $1.5 B
FY25: revenue $1.5 B (+17.3% on the year before), net margin 2.7%
QuarterRevenue
FY21$619 M
FY22$788 M
FY23$1.0 B
FY24$1.2 B
FY25$1.5 B

Net margin

  • Net margin 2.7%
Net margin
QuarterNet margin
FY21−7.5%
FY224.1%
FY231.5%
FY240.7%
FY252.7%
Top: revenue each year, $ B. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is Hagerty's P/BV ratio, and how does it compare with its own history?

Hagerty, Inc.'s P/BV is 8.8×, in the middle of its own history: higher than 66% of past readings. Its usual P/BV (the middle reading) is 7.2×, over 5.3 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

Why the multiple is low: this lender earns about 8% a year on its equity. A lender that earns less on its net worth is valued lower for each dollar of it, and that gap usually closes only if returns improve.

P/BV 8.8× against a usual 7.2×: in the middle of its own history: higher than 66% of past readings

  • P/BV 8.84×
  • Median 7.20×
P/BV 8.8× against a usual 7.2×: in the middle of its own history: higher than 66% of past readings
WeekP/BVMedian
2 Jul 20218.36×7.20×
16 Jul 20218.27×7.20×
30 Jul 20218.21×7.20×
13 Aug 20218.22×7.20×
27 Aug 20218.50×7.20×
10 Sep 20218.53×7.20×
24 Sep 20218.55×7.20×
8 Oct 20210.01×7.20×
22 Oct 20210.01×7.20×
5 Nov 20210.01×7.20×
19 Nov 20210.01×7.20×
3 Dec 20210.01×7.20×
17 Dec 20210.01×7.20×
31 Dec 20210.01×7.20×
14 Jan 20220.01×7.20×
28 Jan 20220.01×7.20×
11 Feb 20220.01×7.20×
25 Feb 20220.01×7.20×
11 Mar 20220.01×7.20×
25 Mar 20220.01×7.20×
8 Apr 202212.3×7.20×
22 Apr 202210.9×7.20×
6 May 20229.42×7.20×
20 May 202210.2×7.20×
3 Jun 202212.9×7.20×
17 Jun 202212.4×7.20×
1 Jul 202213.4×7.20×
15 Jul 202212.9×7.20×
29 Jul 202213.1×7.20×
12 Aug 202213.5×7.20×
26 Aug 202213.5×7.20×
9 Sep 202213.2×7.20×
23 Sep 202210.9×7.20×
7 Oct 20227.10×7.20×
21 Oct 20227.33×7.20×
4 Nov 20227.25×7.20×
18 Nov 20227.35×7.20×
2 Dec 20228.08×7.20×
16 Dec 20226.76×7.20×
30 Dec 20227.06×7.20×
13 Jan 202313.1×7.20×
27 Jan 202313.5×7.20×
10 Feb 202313.5×7.20×
24 Feb 202312.6×7.20×
10 Mar 202312.0×7.20×
24 Mar 202311.8×7.20×
6 Apr 202311.4×7.20×
21 Apr 202312.4×7.20×
5 May 202312.9×7.20×
19 May 202311.8×7.20×
2 Jun 202312.5×7.20×
16 Jun 202312.9×7.20×
30 Jun 202311.7×7.20×
14 Jul 202311.5×7.20×
28 Jul 202310.9×7.20×
11 Aug 202311.5×7.20×
25 Aug 202311.3×7.20×
8 Sep 202310.8×7.20×
22 Sep 202310.3×7.20×
6 Oct 20239.08×7.20×
20 Oct 20239.14×7.20×
3 Nov 20238.82×7.20×
17 Nov 20239.93×7.20×
1 Dec 20239.84×7.20×
15 Dec 20239.17×7.20×
29 Dec 20238.87×7.20×
12 Jan 20247.17×7.20×
26 Jan 20247.34×7.20×
9 Feb 20247.68×7.20×
23 Feb 20247.66×7.20×
8 Mar 20248.19×7.20×
22 Mar 20248.16×7.20×
5 Apr 20248.04×7.20×
19 Apr 20248.01×7.20×
3 May 20248.07×7.20×
17 May 20247.87×7.20×
31 May 20248.71×7.20×
14 Jun 20248.84×7.20×
28 Jun 20249.41×7.20×
12 Jul 20249.96×7.20×
26 Jul 20249.96×7.20×
9 Aug 20249.62×7.20×
23 Aug 202410.6×7.20×
6 Sep 202410.4×7.20×
20 Sep 20249.67×7.20×
4 Oct 20246.48×7.20×
18 Oct 20246.43×7.20×
1 Nov 20246.63×7.20×
15 Nov 20246.73×7.20×
29 Nov 20247.15×7.20×
13 Dec 20246.73×7.20×
27 Dec 20245.97×7.20×
10 Jan 20255.63×7.20×
24 Jan 20255.87×7.20×
7 Feb 20256.12×7.20×
21 Feb 20255.98×7.20×
7 Mar 20255.85×7.20×
21 Mar 20255.46×7.20×
4 Apr 20254.65×7.20×
17 Apr 20254.79×7.20×
2 May 20255.00×7.20×
16 May 20255.35×7.20×
30 May 20255.37×7.20×
13 Jun 20255.23×7.20×
27 Jun 20255.63×7.20×
11 Jul 20255.27×7.20×
25 Jul 20255.66×7.20×
8 Aug 20255.61×7.20×
22 Aug 20255.76×7.20×
5 Sep 20256.20×7.20×
19 Sep 20256.70×7.20×
3 Oct 20255.69×7.20×
17 Oct 20255.38×7.20×
31 Oct 20255.32×7.20×
14 Nov 20256.50×7.20×
28 Nov 20256.34×7.20×
12 Dec 20256.16×7.20×
26 Dec 20256.56×7.20×
9 Jan 20265.94×7.20×
23 Jan 20265.72×7.20×
6 Feb 20265.73×7.20×
20 Feb 20265.35×7.20×
6 Mar 20264.66×7.20×
20 Mar 20264.77×7.20×
2 Apr 20265.07×7.20×
17 Apr 20265.01×7.20×
1 May 20264.78×7.20×
15 May 20264.83×7.20×
29 May 20264.72×7.20×
12 Jun 20265.01×7.20×
26 Jun 20265.44×7.20×
10 Jul 20265.78×7.20×
24 Jul 20265.52×7.20×
7 Aug 20266.43×7.20×
21 Aug 20266.18×7.20×
4 Sep 20266.40×7.20×
18 Sep 20266.59×7.20×
2 Oct 20266.43×7.20×
16 Oct 20267.23×7.20×
30 Oct 20267.36×7.20×
4 Nov 20268.84×7.20×

Book value per share

  • Book value per share $2.12
Book value per share
WeekBook value per share
2 Jul 2021–
16 Jul 2021–
30 Jul 2021–
13 Aug 2021–
27 Aug 2021–
10 Sep 2021–
24 Sep 2021$1.18
8 Oct 2021$1.18
22 Oct 2021$1.18
5 Nov 2021$1.18
19 Nov 2021$1.18
3 Dec 2021$1.18
17 Dec 2021$1.18
31 Dec 2021$1,185
14 Jan 2022$1,185
28 Jan 2022$1,185
11 Feb 2022$1,185
25 Feb 2022$1,185
11 Mar 2022$1,185
25 Mar 2022$1,185
8 Apr 2022$1,185
22 Apr 2022$1,185
6 May 2022$1,185
20 May 2022$1,185
3 Jun 2022$1,185
17 Jun 2022$0.90
1 Jul 2022$0.90
15 Jul 2022$0.90
29 Jul 2022$0.90
12 Aug 2022$0.90
26 Aug 2022$0.90
9 Sep 2022$0.90
23 Sep 2022$1.19
7 Oct 2022$1.19
21 Oct 2022$1.19
4 Nov 2022$1.19
18 Nov 2022$1.19
2 Dec 2022$1.19
16 Dec 2022$1.19
30 Dec 2022$1.19
13 Jan 2023$1.19
27 Jan 2023$1.19
10 Feb 2023$1.19
24 Feb 2023$1.19
10 Mar 2023$1.19
24 Mar 2023$1.19
6 Apr 2023$0.75
21 Apr 2023$0.75
5 May 2023$0.75
19 May 2023$0.75
2 Jun 2023$0.75
16 Jun 2023$0.75
30 Jun 2023$0.80
14 Jul 2023$0.80
28 Jul 2023$0.80
11 Aug 2023$0.80
25 Aug 2023$0.80
8 Sep 2023$0.80
22 Sep 2023$0.80
6 Oct 2023$0.80
20 Oct 2023$0.80
3 Nov 2023$0.80
17 Nov 2023$0.80
1 Dec 2023$0.80
15 Dec 2023$0.80
29 Dec 2023$0.88
12 Jan 2024$0.88
26 Jan 2024$0.88
9 Feb 2024$0.88
23 Feb 2024$0.88
8 Mar 2024$0.88
22 Mar 2024$1.10
5 Apr 2024$1.10
19 Apr 2024$1.10
3 May 2024$1.10
17 May 2024$1.10
31 May 2024$1.10
14 Jun 2024$1.10
28 Jun 2024$1.10
12 Jul 2024$1.10
26 Jul 2024$1.10
9 Aug 2024$1.10
23 Aug 2024$1.10
6 Sep 2024$1.10
20 Sep 2024$1.10
4 Oct 2024$1.10
18 Oct 2024$1.10
1 Nov 2024$1.10
15 Nov 2024$1.10
29 Nov 2024$1.10
13 Dec 2024$1.10
27 Dec 2024$1.65
10 Jan 2025$1.65
24 Jan 2025$1.65
7 Feb 2025$1.65
21 Feb 2025$1.65
7 Mar 2025$1.65
21 Mar 2025$1.65
4 Apr 2025$1.67
17 Apr 2025$1.67
2 May 2025$1.67
16 May 2025$1.67
30 May 2025$1.67
13 Jun 2025$1.67
27 Jun 2025$1.81
11 Jul 2025$1.81
25 Jul 2025$1.81
8 Aug 2025$1.81
22 Aug 2025$1.81
5 Sep 2025$1.81
19 Sep 2025$1.90
3 Oct 2025$1.90
17 Oct 2025$1.90
31 Oct 2025$1.90
14 Nov 2025$1.90
28 Nov 2025$1.90
12 Dec 2025$1.90
26 Dec 2025$2.11
9 Jan 2026$2.11
23 Jan 2026$2.11
6 Feb 2026$2.11
20 Feb 2026$2.11
6 Mar 2026$2.11
20 Mar 2026$2.11
2 Apr 2026$2.20
17 Apr 2026$2.20
1 May 2026$2.20
15 May 2026$2.20
29 May 2026$2.20
12 Jun 2026$2.20
26 Jun 2026$2.16
10 Jul 2026$2.16
24 Jul 2026$2.16
7 Aug 2026$2.16
21 Aug 2026$2.16
4 Sep 2026$2.16
18 Sep 2026$2.12
2 Oct 2026$2.12
16 Oct 2026$2.12
30 Oct 2026$2.12
4 Nov 2026$2.12
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.3 years of history; short peaks above 14× are drawn at the top edge.

PEG 1.70 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate

  • PEG 1.70×
  • PEG = 1.0 1.00×
PEG 1.70 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20250.37×1.00×
Dec 20250.39×1.00×
Mar 20260.34×1.00×
Jun 20261.70×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 4 quarters.
8.8×P/BV · higher than 66% of its last 5.3 years
0.35PEG · today, as reported

Why the multiple is where it is: over the past year book value grew while the price moved +50.5%. The price ran ahead of book value, which pushed the multiple up within its own range.

Where the price move came from: over 5 years the price moved +12.9% a year; about −71.8% a year came from book-value growth and about +84.7 percentage points from the multiple (the market paying more). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is high against its own past, so the book value trend underneath matters more than the multiple.

Is the Hagerty business getting better or worse?

Hagerty, Inc.'s business is giving mixed signals. There is no clear direction across the growth lines, with ROE falling at 2.2%; each line tells part of the story. This is based on 12 quarters of 3 measures, with some gaps.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +17.3% in FY25, profit +334.6%

  • Revenue growth 17.3%
Growth year by year: revenue +17.3% in FY25, profit +334.6%
QuarterRevenue growth
FY21–
FY2227.2%
FY2330.4%
FY2420.9%
FY2517.3%

Profit growth, EPS growth

  • Profit growth 300%
  • EPS growth 263.6%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22––
FY23−50.5%–
FY24−44%8.3%
FY25300%263.6%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn. Turnaround-year jumps are drawn at the edge (▲).

Three growth lines over twelve quarters: revenue rolling over, profit stabilising

  • Revenue 5.2%
Three growth lines over twelve quarters: revenue rolling over, profit stabilising
QuarterRevenue
Sep 202327.8%
Dec 202327%
Mar 202425.7%
Jun 202423.8%
Sep 202421.1%
Dec 202424.1%
Mar 202523.2%
Jun 202523.4%
Sep 202523.2%
Dec 202518.9%
Mar 202612.4%
Jun 20265.2%

Profit, EPS

  • Profit −13.2%
  • EPS −53.4%
Profit, EPS
QuarterProfitEPS
Sep 2023––
Dec 2023−51%–
Mar 2024300%–
Jun 202496%–
Sep 2024––
Dec 2024−43.4%−16.5%
Mar 202520.5%77.1%
Jun 2025−9.5%14.6%
Sep 202567.4%68.6%
Dec 2025300%239%
Mar 202646.1%1.4%
Jun 2026−13.2%−53.4%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. Extreme jumps from a tiny base are drawn at the edge (▲). A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 2.2%
ROE: the return line, worked out each quarter
QuarterROE
Sep 2023−0.2%
Dec 20233.2%
Mar 20242.9%
Jun 20243.8%
Sep 20243.3%
Dec 20241.5%
Mar 20252.9%
Jun 20252.8%
Sep 20254.7%
Dec 20255.2%
Mar 20263.6%
Jun 20262.2%
Net profit over the last 12 months as a share of equity at the quarter end, %.
Turning downRevenue growth · latest +5.2%, range +5.2% to +27.8%
FallingProfit growth · latest −13.2%, range −51.0% to +500.9%
FallingROE · latest 2.2%, range −0.2% to 5.2%

Why it matters: when the lines disagree, each line above matters more than any single label.

This reading has some gaps: at least one line is short, or the return line is not the quarterly series, so treat it with a little more caution.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+17.3%+22.7%——
Profit+334.6%+6.4%——
EPS+263.6%———
Stock price+50.5%+34.2%+12.9%—
−6.5%Revenue growth (Jun 2026) · latest quarter against a year ago
−119.7%Profit growth (Jun 2026) · latest quarter against a year ago
23.8%Revenue, 4 years · yearly growth over the long run

How much does Hagerty earn on its equity and assets?

Hagerty, Inc. earned a return on equity of 5% in FY25. Its lowest yearly reading on file was −17% in FY21. On its assets, every $100 earned about $7.45, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That return is below the level a bank needs to grow its net worth quickly, which helps explain why its multiple is where it is.

FY25: ROE 5%, ROA 5.90%, up from a FY21 low of −17%

  • ROE 5.2%
FY25: ROE 5%, ROA 5.90%, up from a FY21 low of −17%
QuarterROE
FY21−17.1%
FY228.7%
FY233.2%
FY241.5%
FY255.2%

ROA

  • ROA 5.9%
ROA
QuarterROA
FY21−0.8%
FY22−2.6%
FY232.2%
FY244.1%
FY255.9%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Jun 2026: ROE −8.0% (last 12 months), ROA 4.80%

  • ROE (12 months) −8.0%
Jun 2026: ROE −8.0% (last 12 months), ROA 4.80%
QuarterROE (12 months)
Sep 202315.3%
Dec 202315.9%
Mar 20244.4%
Jun 20245.1%
Sep 202434.2%
Dec 202413.3%
Mar 20250.7%
Jun 202516.6%
Sep 202528.3%
Dec 202526.9%
Mar 202611.5%
Jun 2026−8%

ROA (12 months)

  • ROA (12 months) 4.8%
ROA (12 months)
QuarterROA (12 months)
Sep 20233.5%
Dec 20233.3%
Mar 2024−1%
Jun 20241.9%
Sep 20245.8%
Dec 20241.4%
Mar 20256.7%
Jun 20255.1%
Sep 20257.7%
Dec 20254.1%
Mar 20268.5%
Jun 20264.8%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why: the ROE chart shows the move, but the deposit-cost and bad-loan details behind it are not in our data.

Does Hagerty have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the Hagerty shareholding pattern?

3.2% of Hagerty, Inc.'s tradable shares are in short positions, which are bets that the price will fall, so some traders are betting against it. At normal trading volumes, closing those positions would take about 3.9 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

3.2%Short interest · of the tradable float
3.9Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is Hagerty from balance-sheet trouble?

For Hagerty, Inc., the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does Hagerty rank in its industry?

49.4 out of 100, rank 20 of 30 in Insurance - Property & Casualty, with 64% of the evidence available.

Hagerty, Inc. scores 49.4 out of 100 against the 30 companies it is compared with in Insurance - Property & Casualty, ranking 20. Relative strength against the index is 41.3%, and revenue and profit growth are weak.

The four parts add up to the total exactly: 9 + 11.3 + 9.8 + 19.3 = 49.4. This is the same number shown on the industry page; it is worked out once for the whole group and read here.

What would change it: The score would fall if ROA turns down or gross NPA rises while the share price lags its sector.

Which companies is Hagerty compared with?

Hagerty ranks 20 of 30 Insurance - Property & Casualty companies on the 4-Factor Sector Score, with 49.4 out of 100.

  1. 1Slide Insurance Holdings, Inc.SLDE · leader · Most evidence points up · 76% evidence78.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 22.3/35 · Income 41.5% · Profit 100% · 71% evidenceCapital efficiency 20.9/25 · ROA 16.1% · ROE 50.1% · GNPA — · 68% evidenceValuation 16.0/20 · P/BV 1.86× · P/BV÷ROE 0.04 · 70% evidenceRelative strength 18.8/20 · Lead over its industry 19.4% · Lead over S&P 500 29.4% · 1 year 64.3% · 100% evidence · 12 of 12 weeks aheadExact sum: 22.3 + 20.9 + 16 + 18.8 = 78 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  2. 2The Allstate CorporationALL · turning · Most evidence points up · 76% evidence71.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 25.1/35 · Income 5.9% · Profit 100% · 71% evidenceCapital efficiency 17.8/25 · ROA 6.6% · ROE 31.6% · GNPA — · 68% evidenceValuation 15.9/20 · P/BV 1.82× · P/BV÷ROE 0.06 · 70% evidenceRelative strength 12.2/20 · Lead over its industry 3.3% · Lead over S&P 500 12% · 1 year 33% · 100% evidence · 5 of 12 weeks aheadExact sum: 25.1 + 17.8 + 15.9 + 12.2 = 71 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  3. 3HCI Group, Inc.HCI · breaking out · Most evidence points up · 76% evidence69.5out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 21.9/35 · Income 22.8% · Profit 100% · 71% evidenceCapital efficiency 18.6/25 · ROA 11.3% · ROE 29.7% · GNPA — · 68% evidenceValuation 15.5/20 · P/BV 1.9× · P/BV÷ROE 0.06 · 70% evidenceRelative strength 13.5/20 · Lead over its industry 1.2% · Lead over S&P 500 9.6% · 1 year 11.6% · 100% evidence · 9 of 12 weeks aheadExact sum: 21.9 + 18.6 + 15.5 + 13.5 = 69.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  4. 4The Travelers Companies, Inc.TRV · turning · Most evidence points up · 80% evidence67.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 20.9/35 · Income 1.1% · Profit 41.9% · 81% evidenceCapital efficiency 18.1/25 · ROA 5% · ROE 27.1% · GNPA — · 68% evidenceValuation 13.6/20 · P/BV 2.56× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 14.4/20 · Lead over its industry 9.5% · Lead over S&P 500 18.7% · 1 year 46.2% · 100% evidence · 8 of 12 weeks aheadExact sum: 20.9 + 18.1 + 13.6 + 14.4 = 67 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  5. 5The Hanover Insurance Group, Inc.THG · turning · Most evidence points up · 76% evidence66.5out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 21.3/35 · Income 5.6% · Profit 36.4% · 71% evidenceCapital efficiency 16.3/25 · ROA 3.7% · ROE 20.9% · GNPA — · 68% evidenceValuation 13.5/20 · P/BV 2.04× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 15.4/20 · Lead over its industry 9.4% · Lead over S&P 500 18.7% · 1 year 39.2% · 100% evidence · 8 of 12 weeks aheadExact sum: 21.3 + 16.3 + 13.5 + 15.4 = 66.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  6. 6RLI Corp.RLI · turning · Most evidence points up · 80% evidence65.9out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 18.0/35 · Income 4.7% · Profit 11.9% · 81% evidenceCapital efficiency 19.9/25 · ROA 8.3% · ROE 37.9% · GNPA — · 68% evidenceValuation 14.3/20 · P/BV 2.99× · P/BV÷ROE 0.08 · 70% evidenceRelative strength 13.7/20 · Lead over its industry -0.1% · Lead over S&P 500 8.1% · 1 year 10.9% · 100% evidence · 7 of 12 weeks aheadExact sum: 18 + 19.9 + 14.3 + 13.7 = 65.9 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  7. 7Assurant, Inc.AIZ · turning · Most evidence points up · 76% evidence65.1out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 23.9/35 · Income 9.3% · Profit 48.4% · 71% evidenceCapital efficiency 15.8/25 · ROA 2.5% · ROE 18.7% · GNPA — · 68% evidenceValuation 11.5/20 · P/BV 2.18× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 13.9/20 · Lead over its industry 6.2% · Lead over S&P 500 15.3% · 1 year 37.5% · 100% evidence · 6 of 12 weeks aheadExact sum: 23.9 + 15.8 + 11.5 + 13.9 = 65.1 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  8. 8Selective Insurance Group, Inc.SIGI · turning · Evidence leans up · 80% evidence61.2out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 19.7/35 · Income 4% · Profit 25.9% · 81% evidenceCapital efficiency 14.2/25 · ROA 2.8% · ROE 14.3% · GNPA — · 68% evidenceValuation 13.8/20 · P/BV 1.45× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 13.5/20 · Lead over its industry 2.7% · Lead over S&P 500 11.5% · 1 year 31.9% · 100% evidence · 2 of 12 weeks aheadExact sum: 19.7 + 14.2 + 13.8 + 13.5 = 61.2 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  9. 9Skyward Specialty Insurance Group, Inc.SKWD · quiet · Evidence leans up · 76% evidence60.9out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 20.4/35 · Income 38.4% · Profit 42.4% · 71% evidenceCapital efficiency 15.4/25 · ROA 3.1% · ROE 17.8% · GNPA — · 68% evidenceValuation 12.9/20 · P/BV 1.87× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 12.2/20 · Lead over its industry 5.1% · Lead over S&P 500 13.9% · 1 year 31% · 100% evidence · 5 of 12 weeks aheadExact sum: 20.4 + 15.4 + 12.9 + 12.2 = 60.9 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  10. 10Mercury General CorporationMCY · quiet · Evidence leans up · 76% evidence59.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 26.8/35 · Income 10.3% · Profit 100% · 71% evidenceCapital efficiency 17.3/25 · ROA 6.2% · ROE 30.4% · GNPA — · 68% evidenceValuation 15.1/20 · P/BV 2.08× · P/BV÷ROE 0.07 · 70% evidenceRelative strength 0.6/20 · Lead over its industry -20.9% · Lead over S&P 500 -14.1% · 1 year 6.4% · 100% evidence · 0 of 12 weeks aheadExact sum: 26.8 + 17.3 + 15.1 + 0.6 = 59.8 · What this means: Earnings are strong; relative strength in its sector is -20.9% and the one-year return is 6.4%.
  11. 11Kinsale Capital Group, Inc.KNSL · turning · Evidence leans up · 80% evidence58.7out of 100GrowthCapitalValuationRelative
  12. 12Old Republic International CorporationORI · basing · Evidence leans up · 80% evidence58.1out of 100GrowthCapitalValuationRelative
  13. 13Porch Group, Inc.PRCH · leader · Evidence leans up · 76% evidence55.7out of 100GrowthCapitalValuationRelative
  14. 14Palomar Holdings, Inc.PLMR · turning · Evidence leans up · 76% evidence55.4out of 100GrowthCapitalValuationRelative
  15. 15The Progressive CorporationPGR · turning · Evidence leans up · 80% evidence55.0out of 100GrowthCapitalValuationRelative
  16. 16Cincinnati Financial CorporationCINF · turning · Evidence leans up · 76% evidence54.1out of 100GrowthCapitalValuationRelative
  17. 17Trupanion, Inc.TRUP · turning · Evidence leans up · 76% evidence53.6out of 100GrowthCapitalValuationRelative
  18. 18American Financial Group, Inc.AFG · turning · Evidence leans up · 76% evidence50.7out of 100GrowthCapitalValuationRelative
  19. 19Stewart Information Services CorporationSTC · quiet · Evidence leans up · 80% evidence50.0out of 100GrowthCapitalValuationRelative
  20. 20Hagerty, Inc. this pageHGTY · leader · Evidence leans down · 64% evidence49.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 9.0/35 · Income 5.3% · Profit -11.1% · 71% evidenceCapital efficiency 11.3/25 · ROA 4.8% · ROE -8% · GNPA — · 68% evidenceValuation 9.8/20 · P/BV 1.65× · P/BV÷ROE — · 10% evidenceRelative strength 19.3/20 · Lead over its industry 30.7% · Lead over S&P 500 41.3% · 1 year 50.5% · 100% evidence · 12 of 12 weeks aheadExact sum: 9 + 11.3 + 9.8 + 19.3 = 49.4 · What this means: Relative strength against the index is 41.3%, and revenue and profit growth are weak.
  21. 21Chubb LimitedCB · turning · Evidence leans down · 80% evidence48.5out of 100GrowthCapitalValuationRelative
  22. 22White Mountains Insurance Group, Ltd.WTM · turning · Evidence leans down · 64% evidence45.0out of 100GrowthCapitalValuationRelative
  23. 23W. R. Berkley CorporationWRB · turning · Evidence leans down · 80% evidence44.3out of 100GrowthCapitalValuationRelative
  24. 24Horace Mann Educators CorporationHMN · quiet · Evidence leans down · 76% evidence43.9out of 100GrowthCapitalValuationRelative
  25. 25Lemonade, Inc.LMND · basing · Too little evidence to rank firmly · 55% evidence39.0out of 100GrowthCapitalValuationRelative
  26. 26Safety Insurance Group, Inc.SAFT · losing its lead · Evidence leans down · 64% evidence36.8out of 100GrowthCapitalValuationRelative
  27. 27Loews CorporationL · basing · Evidence leans down · 76% evidence36.5out of 100GrowthCapitalValuationRelative
  28. 28CNA Financial CorporationCNA · basing · Evidence leans down · 76% evidence35.0out of 100GrowthCapitalValuationRelative
  29. 29Kemper CorporationKMPR · turning · Most evidence points down · 64% evidence33.0out of 100GrowthCapitalValuationRelative
  30. 30Markel Group Inc.MKL · turning · Most evidence points down · 64% evidence30.3out of 100GrowthCapitalValuationRelative

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section.

Related companies: Insurance - Property & Casualty, all 30 compared on one page.

Which companies are close to Hagerty in size?

Hagerty is the 15th largest of 44 Insurance - Property & Casualty companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Old Republic International Corporation, Kinsale Capital Group, Inc. and The Hanover Insurance Group, Inc. Just below it: RLI Corp., Selective Insurance Group, Inc. and White Mountains Insurance Group.

Insurance - Property & Casualty companies close in size

  1. Old Republic International Corporation $9.4 billion
  2. Kinsale Capital Group, Inc. $8.8 billion
  3. The Hanover Insurance Group, Inc. $8.6 billion
  4. Hagerty, Inc. $6.4 billion
  5. RLI Corp. $6.3 billion
  6. Selective Insurance Group, Inc. $6.1 billion
  7. White Mountains Insurance Group, Ltd. $5.6 billion

All 44 Insurance - Property & Casualty companies, largest first

Companies close in size in other industries

  1. OR Royalties Inc. $6.4 billion · Gold
  2. Open Text Corporation $6.4 billion · Software - Application
  3. Hagerty, Inc. $6.4 billion
  4. NOV Inc. $6.4 billion · Oil & Gas Equipment & Services
  5. Black Hills Corporation $6.4 billion · Utilities - Regulated Gas

What else do people ask about Hagerty?

What were Hagerty's latest quarterly results?

Hagerty, Inc. reported total income of $355 M and a net loss of $1.7 M for the Jun 2026 quarter. Income fell 6.5% and profit fell 119.7% compared with a year earlier. Earnings per share were −$0.02.

The net margin was −0.5%, 2.7 percentage points lower than a year earlier (as of 4 November 2026).

What is Hagerty's market cap?

Hagerty, Inc.'s market capitalisation is $6.4 B at a stock price of $18.71. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is Hagerty performing?

Hagerty, Inc.'s share price has been rising for 14 weeks. In its latest quarter, income fell 6.5% and profit fell 119.7% compared with a year earlier. Over the past 13 weeks it has done better than the S&P 500, for 17 weeks running (as of 4 November 2026).

Will Hagerty's stock price go up?

This page does not forecast Hagerty, Inc.'s stock price. What it shows instead: the stock price is $18.71, and it has been rising for 14 weeks. Its P/BV of 8.8× is higher than 66% of its own last 5 years (as of 4 November 2026).

Where is Hagerty in its business cycle?

Hagerty, Inc.'s FY25 net margin was 2.7%, against a 5-year range of −7.5% to 4.1%: the middle of its own range, neither a peak nor a low. The latest quarter was −0.5%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the Hagerty story?

The main question: yearly earnings per share moved +263.6% while the share price moved +50.5%. On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is Hagerty a stock worth studying right now?

What the numbers show: Hagerty, Inc.'s share price, valuation and earnings point in different directions. The next one or two quarters should make it clearer. The main open question: whether the price catches up with earnings that have already grown.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

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