Stock Fundamentals

Company Information

▼
Company Name
Hagerty Inc
Sector
Financial Services
Industry
Insurance - Property & Casualty
Exchange
NYSE
ISIN: US4051661092
CIK: 0001840776
CUSIP: 405166109
Currency: USD
Full Time Employees: 1,733
Phone: 800 922 4050
Website: https://www.hagerty.com
Fiscal Year End: December
IPO Date: Jun 01, 2021
Description:

Hagerty, Inc. provides insurance services for collector cars and enthusiast vehicles in the United States. The company engages in the underwriting, selling, and servicing collector car and enthusiast vehicle insurance policies. It also provides Hagerty Drivers Club memberships, which are primarily bundled with insurance policies and give subscribers access to an array of products and services, such as emergency roadside assistance, hagerty drivers club magazine, automotive enthusiast events, proprietary vehicle valuation tool, and special vehicle related discounts. In addition, the company offers marketplace to complement insurance and membership offerings. Hagerty, Inc. is headquartered in Traverse City, Michigan. Hagerty, Inc. is a subsidiary of Hagerty Holding Corp.

Address:

121 Drivers Edge, Traverse City, MI, United States, 49684

Directors & Officers

▼
Name Title Year Born
Mr. McKeel O. Hagerty Chairman & CEO 1967
Mr. Patrick Scott McClymont Chief Financial Officer 1970
Mr. Russell Page Chief Information Officer 1971
Mr. Kevin Michael Delaney Chief Accounting Officer & Corporate Controller 1973
Ms. Collette Champagne Chief Human Resources Officer & Administrative Officer 1969
Mr. Jason Koval Senior Vice President of Investor Relations & Communications NA
Ms. Diana Marie Chafey Chief Legal Officer & Corporate Secretary 1969
Mr. Marc Burns Chief Marketing Officer NA
Mr. Larry Webster Senior Vice President of Hagerty Media NA
Mr. Kenneth H. Ahn President of Marketplace & Radius 1978

Institutional Holders

▼
Holder Name Shares Date Reported % Out Value % Change
State Farm Mutual Automobile Ins Co 51.80M Sep 30, 2025 51.44% $0.52 0.00%
Neuberger Berman Group LLC 8.05M Sep 30, 2025 7.99% $0.07 44.81%
Polar Capital Holdings PLC 5.82M Sep 30, 2025 5.78% $0.34 9.37%
T. Rowe Price Investment Management,Inc. 5.22M Sep 30, 2025 5.18% $0.04 9,491.38%
Vanguard Group Inc 3.42M Dec 31, 2025 3.39% $0.00 -1.17%
Markel Group Inc 3.11M Sep 30, 2025 3.09% $0.30 0.00%
Greenhaven Road Investment Management, L.P. 2.66M Sep 30, 2025 2.65% $4.73 47.10%
Pembroke Management Ltd 2.26M Sep 30, 2025 2.25% $2.70 127.61%
Lincoln Capital LLC 812.86K Dec 31, 2025 0.81% $1.98 3.23%
BlackRock Inc 648.29K Sep 30, 2025 0.64% $0.00 38.08%
Royce & Associates, LP 525.00K Dec 31, 2025 0.52% $0.07 0.00%
Geode Capital Management, LLC 402.09K Sep 30, 2025 0.40% $0.00 57.91%
FMR Inc 347.77K Dec 31, 2025 0.35% $0.00 -30.51%
Scholtz & Company LLC 325.07K Sep 30, 2025 0.32% $1.72 35.28%
Garner Asset Management Corporation 281.83K Sep 30, 2025 0.28% $1.37 0.00%
Woodline Partners LP 252.53K Dec 31, 2025 0.25% $0.01 -8.94%
Morgan Stanley - Brokerage Accounts 231.27K Sep 30, 2025 0.23% $0.00 208.47%
UBS Group AG 216.19K Sep 30, 2025 0.21% $0.00 80.62%
Charles Schwab Investment Management Inc 215.83K Dec 31, 2025 0.21% $0.00 -0.11%
State Street Corp 200.33K Sep 30, 2025 0.20% $0.00 44.90%

Shares Statistics

▼
Shares Outstanding: 100.51M
Shares Float: 46.47M
% Insiders: 637.20%
% Institutions: 9,007.70%
Short % Float: 0.83%

🏆 Top 10 Institutional Holders

▼
Rank Holder Name Shares Held % of Shares Change Date Reported
1 State Farm Mutual Automobile Ins Co 51.80M 51.44% ▲ 0.00% Sep 30, 2025
2 Neuberger Berman Group LLC 8.05M 7.99% ▲ 44.81% Sep 30, 2025
3 Polar Capital Holdings PLC 5.82M 5.78% ▲ 9.37% Sep 30, 2025
4 T. Rowe Price Investment Management,Inc. 5.22M 5.18% ▲ 9,491.38% Sep 30, 2025
5 Vanguard Group Inc 3.42M 3.39% ▼ 1.17% Dec 31, 2025
6 Markel Group Inc 3.11M 3.09% ▲ 0.00% Sep 30, 2025
7 Greenhaven Road Investment Management, L.P. 2.66M 2.65% ▲ 47.10% Sep 30, 2025
8 Pembroke Management Ltd 2.26M 2.25% ▲ 127.61% Sep 30, 2025
9 Lincoln Capital LLC 812.86K 0.81% ▲ 3.23% Dec 31, 2025
10 BlackRock Inc 648.29K 0.64% ▲ 38.08% Sep 30, 2025

Valuation Metrics

▼
Enterprise Value: $1.24B
Trailing P/E: 39.13
Forward P/E: 24.45

Financial Highlights

▼
Market Cap: $4.03B
EBITDA: $217.60M
P/E Ratio: $39.13
PEG Ratio: $0.26
Book Value: $2.20
Earnings/Share: $0.30
Profit Margin: 2.85%
Operating Margin: 11.63%
ROA (TTM): 5.92%
ROE (TTM): 20.91%
Revenue (TTM): $1.46B
Revenue/Share (TTM): $15.43
Earnings Growth (YOY): 373.00%
Revenue Growth (YOY): 22.50%

Stock Price History

▼

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

▼

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

▼

Financial Ratios (Yearly)

▼

Financial Ratios (Quarterly)

▼

Earnings History

▼

Balance Sheet (Yearly)

▼

Financial Ratios

▼
Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A 0.00x 0.64x 26.86x 0.00x
2024-12-31 0.94x 0.70x 0.69x 2.62x 0.79x
2023-12-31 1.48x 0.19x 0.69x 1.96x 0.38x
2022-12-31 1.40x 3.73x 0.72x 5.47x 4.91x
2021-12-31 50.08x -0.45x 0.74x -27.40x -4.45x
2020-12-31 1.33x 2.41x 0.81x 18.44x 10.23x
2019-12-31 1.31x 0.47x 0.75x 17.84x 2.64x
2018-12-31 N/A N/A N/A N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 26, 2026 Kenneth Ahn N/A Sale 50.00K $12.41 $620.50K
Jan 20, 2026 Kenneth Ahn N/A Sale 50.00K $12.55 $627.50K
Jan 12, 2026 Kenneth Ahn N/A Sale 50.00K $12.86 $643.00K
Jan 09, 2026 Kenneth Ahn N/A Sale 1.35K $13.25 $17.89K
Jan 07, 2026 Kenneth Ahn N/A Sale 24.25K $13.08 $317.15K
Jan 06, 2026 Kenneth Ahn N/A Sale 10.88K $12.85 $139.85K
Jan 05, 2026 Kenneth Ahn N/A Sale 164.87K $12.79 $2.11M
Oct 27, 2025 Robert I Kauffman N/A Sale 15.27K $11.12 $169.80K
Oct 24, 2025 Robert I Kauffman N/A Sale 14.73K $11.16 $164.40K
Oct 23, 2025 Robert I Kauffman N/A Sale 15.00K $11.12 $166.80K
Oct 22, 2025 Robert I Kauffman N/A Sale 9.50K $11.18 $106.15K
Oct 21, 2025 Robert I Kauffman N/A Sale 12.22K $11.19 $136.73K
Oct 20, 2025 Robert I Kauffman N/A Sale 8.29K $11.20 $92.80K
Oct 17, 2025 Robert I Kauffman N/A Sale 14.64K $11.33 $165.92K
Oct 16, 2025 Robert I Kauffman N/A Sale 23.39K $11.64 $272.28K
Oct 15, 2025 Robert I Kauffman N/A Sale 12.39K $12.14 $150.43K
Oct 14, 2025 Robert I Kauffman N/A Sale 55.52K $12.16 $675.17K
Oct 08, 2025 Robert I Kauffman N/A Sale 22.63K $12.00 $271.55K
Oct 07, 2025 Robert I Kauffman N/A Sale 6.86K $11.90 $81.65K
Oct 06, 2025 Robert I Kauffman N/A Sale 3.02K $12.01 $36.32K

📦 Raw API Data (JSON Explorer)

▼

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about HGTY.US!