S&P 500
7,757.17
+44.60
+0.58%
Dow
52,856.09
+360.19
+0.69%
Nasdaq
26,702.86
+278.04
+1.05%
NYSE Composite
24,253.12
+62.52
+0.26%
Russell 2000
2,781.02
+7.60
+0.27%
VIX
16.68
-0.63
-3.64%
HGTY · Hagerty, Inc.
NEW YORK STOCK EXCHANGE, INC. - BOATS Real Time Price • USD
$15.54
+0.08
(+0.52%)
● At close: October 21 at 4:00:00 PM EDT
DAY'S RANGE
$15.54
$15.44
$15.56
52-WEEK RANGE
$15.54
$9.36
$15.79
What's happening
- HGTY is up 0.52% today, trading at $15.54. — Live quote
- Volume today (6,535) is well below its 3-month average of 307,040. (Finnhub fundamentals)
- Reports earnings on 2026-11-05, 14 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $-0.02 actual vs. $-0.09 estimated (+77.5%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Strong buy 3
Buy 6
Hold 5
Sell 1
Strong sell 0
Aggregate ratings for 2026-10-01 (15 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
YTD RETURN
HGTY
+15.48%
vs S&P 500
+2.11%
1-YEAR RETURN
HGTY
+37.96%
vs S&P 500
+22.79%
6-MONTH RETURN
HGTY
+43.31%
3-MONTH RETURN
HGTY
+35.43%
Earnings Trends (Quarterly EPS Actual vs Estimate)
2026-07-26 (Q2 2026)
$-0.02
Est. $-0.09
BEAT +77.5%
2026-04-26 (Q1 2026)
$-0.04
Est. $-0.04
BEAT +2.0%
2026-01-26 (Q4 2025)
$0.08
Est. $0.04
BEAT +124.7%
2025-10-26 (Q3 2025)
$0.13
Est. $0.08
BEAT +60.7%
Valuation Measures & Ratios
Enterprise Value4$5.25B
Forward P/E5546.38
PEG Ratio6—
Price / Sales (TTM1)3.72
Price / Book713.62
EV4 / Revenue3.66
EV4 / EBITDA41.17
Profit Margin1.77%
Operating Margin6.20%
Return on Equity (ROE8)8.40%
Return on Assets (ROA9)1.21%
Avg Volume (3M)307,040
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Shares Short1,721,573
Change from Prior Settlement+48.62%
% of Float—
Days to Cover (Short Ratio)4.64
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Events
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
Loading chart…
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
No reviewed peer group is available for this symbol.
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Trailing 52-week price return is +38.0%. Finnhub market metrics ↗
- Latest SEC filing is Form 4, filed 2026-10-05; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -3.8% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 1.8%. Finnhub fundamentals ↗
- Trailing P/E is 209.4, a high price relative to reported earnings. Finnhub fundamentals ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on HGTY
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $354.8M | $311.8M | $380.0M | $379.3M | $328.3M | $323.4M | $313.2M | $271.7M |
| Operating income | — | — | $34.3M | $47.7M | $25.7M | $10.1M | $38.1M | $12.2M |
| Net income | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | — | — | — | — | — | — | — |
| EPS (basic) | — | — | — | — | — | — | — | — |
| Operating margin | — | — | $9 | $13 | $8 | $3 | $12 | $4 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $2.15B | $2.02B | $2.09B | $2.15B | $2.04B | $1.82B | $1.71B | $1.82B |
| Total liabilities | $1.41B | $1.29B | $1.35B | $1.44B | $1.38B | $1.20B | $1.10B | $1.21B |
| Stockholders' equity | $215.5M | $218.7M | $221.3M | $211.7M | $172.3M | $162.9M | $150.3M | $148.3M |
| Total current assets | — | — | — | $1.21B | $1.21B | $997.9M | $858.4M | $1.01B |
| Total current liabilities | — | — | — | $1.22B | $1.15B | $987.1M | $915.4M | $1.00B |
| Cash & equivalents | $298.3M | $212.4M | $160.2M | $160.4M | $140.3M | $127.7M | $104.8M | $147.1M |
| Marketable securities (current) | — | — | — | $130.1M | $119.3M | $105.0M | $74.0M | $61.8M |
| Accounts receivable | $27.3M | $28.0M | $98.9M | $107.5M | $107.9M | $97.6M | $84.8M | $93.5M |
| Inventory | $24.9M | $31.8M | $12.4M | $14.2M | $17.7M | $14.4M | $18.5M | $8.9M |
| Other current assets | — | — | — | $99.1M | $116.0M | $102.0M | $90.8M | $78.0M |
| Marketable securities (non-current) | — | — | — | $543.8M | $482.2M | $481.1M | $515.6M | $472.0M |
| Property, plant & equipment | $16.7M | $16.6M | $16.3M | $17.1M | $17.3M | $17.9M | $18.2M | $18.7M |
| Goodwill | $114.1M | $114.2M | $114.2M | $114.2M | $114.2M | $114.1M | $114.1M | $114.2M |
| Intangible assets | $89.3M | $89.1M | $88.9M | $88.5M | $86.7M | $87.1M | $90.1M | $92.0M |
| Other non-current assets | — | — | — | $86.0M | $66.7M | $63.4M | $75.1M | $54.7M |
| Accounts payable | — | — | — | — | — | — | — | — |
| Accrued liabilities | — | — | — | — | — | — | — | — |
| Deferred revenue (current) | — | — | — | — | $36.6M | $32.8M | $31.9M | $38.9M |
| Short-term debt | — | — | — | $73.1M | — | — | $792.0K | $1.6M |
| Other current liabilities | — | — | — | — | — | — | — | — |
| Long-term debt | $216.0M | $228.6M | $177.9M | $104.4M | $153.4M | $132.6M | $105.8M | $122.9M |
| Other non-current liabilities | — | — | — | $14.0M | $3.3M | $2.1M | $17.6M | $4.2M |
| Common stock & paid-in capital | — | — | — | — | — | — | — | — |
| Retained earnings | -$407.2M | -$407.5M | -$403.0M | -$411.8M | -$432.6M | -$443.6M | -$452.0M | -$455.1M |
| Accumulated other comprehensive income (loss) | -$1.1M | -$66.0K | $1.2M | $998.0K | $262.0K | -$455.0K | -$1.5M | $1.4M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $169.9M | $16.3M | $29.1M | $92.2M | $53.9M | $43.8M | -$12.6M | $67.4M |
| Investing cash flow | -$42.8M | -$39.9M | -$62.4M | -$91.0M | -$27.4M | -$4.5M | -$56.1M | -$82.6M |
| Financing cash flow | -$25.7M | $91.0M | -$483.0K | $931.0K | $15.2M | $14.2M | -$19.8M | $23.7M |
| Depreciation & amortization | $9.7M | $9.7M | $19.2M | $9.4M | $8.8M | $9.5M | $28.3M | $9.2M |
| Share-based compensation | $5.1M | $4.6M | $4.3M | $5.1M | $5.1M | $4.4M | $4.3M | $4.1M |
| Deferred income taxes | -$12.7M | -$13.5M | -$90.0K | -$36.5M | $3.0M | -$939.0K | $157.0K | $788.0K |
| Change in accounts receivable | — | — | — | — | — | — | — | — |
| Change in inventory | — | — | — | — | — | — | $13.5M | — |
| Change in accounts payable | — | — | — | — | — | — | — | — |
| Purchases of investments | — | — | — | — | — | — | — | — |
| Sales/maturities of investments | — | — | — | $19.8M | $6.5M | $14.8M | $11.6M | $45.7M |
| Other investing activities | $600.0K | $13.0K | -$1.6M | -$1.6M | -$82.0K | $233.0K | $26.0K | -$374.0K |
| Debt issued | $42.9M | $57.9M | $16.5M | $48.4M | $32.3M | $160.1M | $9.3M | $27.2M |
| Debt repaid | $55.6M | $6.2M | $17.2M | $46.2M | $3.6M | $120.9M | $27.6M | $2.4M |
| Tax withholding on stock comp | $3.2M | $61.0K | $318.0K | $1.1M | $2.4M | $44.0K | $123.0K | $1.1M |
| Other financing activities | $309.0K | — | $263.0K | $0 | $289.0K | — | $0 | $0 |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Revenue | $1.46B | $1.24B | $1.03B | $787.6M | $619.1M |
| Operating income | — | $66.4M | $10.4M | -$67.6M | -$10.1M |
| Net income | — | — | — | $32.1M | -$46.4M |
| EPS (diluted) | — | — | — | — | $-0.56 |
| EPS (basic) | — | — | — | $0.39 | $-0.56 |
| Operating margin | — | $5 | $1 | -$9 | -$2 |
| Net margin | — | — | — | $4 | -$7 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $2.09B | $1.71B | $1.59B | $1.31B | $1.04B |
| Total liabilities | $1.35B | $1.10B | $1.09B | $945.1M | $771.1M |
| Stockholders' equity | $221.3M | $150.3M | $92.7M | $59.3M | -$323.8M |
| Total current assets | — | $858.4M | $1.25B | $936.8M | $895.3M |
| Total current liabilities | — | $915.4M | $842.3M | $667.4M | $495.8M |
| Cash & equivalents | $160.2M | $104.8M | $108.3M | $95.2M | $275.3M |
| Marketable securities (current) | — | $74.0M | $10.9M | — | — |
| Accounts receivable | $96.2M | $84.8M | $71.5M | $58.3M | $46.7M |
| Inventory | $12.4M | $18.5M | $5.0M | $2.1M | — |
| Other current assets | — | $90.8M | $49.3M | $45.7M | — |
| Marketable securities (non-current) | — | $515.6M | $5.5M | — | — |
| Property, plant & equipment | $16.3M | $18.2M | $20.8M | $25.3M | $28.4M |
| Goodwill | $114.2M | $114.1M | $114.2M | $115.0M | $11.5M |
| Intangible assets | $88.9M | $90.1M | $91.9M | $104.0M | $76.2M |
| Other non-current assets | — | $56.9M | $38.0M | $37.1M | $146.6M |
| Accounts payable | — | — | — | $16.3M | $9.1M |
| Accrued liabilities | — | — | — | — | $46.1M |
| Deferred revenue (current) | — | $31.9M | $30.3M | $25.3M | $21.7M |
| Short-term debt | — | $792.0K | $3.7M | $0 | $1.0M |
| Other current liabilities | — | — | — | — | $1.9M |
| Long-term debt | $177.9M | $105.8M | $130.7M | $108.3M | $135.5M |
| Other non-current liabilities | — | $4.2M | $4.1M | $11.2M | $7.0M |
| Retained earnings | -$403.0M | -$452.0M | -$469.0M | -$489.6M | -$482.3M |
| Accumulated other comprehensive income (loss) | $1.2M | -$1.5M | -$88.0K | -$213.0K | -$1.7M |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | $219.0M | $177.0M | $133.7M | $55.3M | $42.3M |
| Investing cash flow | -$185.2M | -$618.6M | -$52.6M | -$91.5M | -$69.0M |
| Financing cash flow | $29.9M | -$46.9M | $103.2M | -$28.1M | $332.1M |
| Depreciation & amortization | $37.5M | $38.9M | $45.8M | $33.9M | $22.1M |
| Share-based compensation | $18.9M | $17.4M | $18.0M | $12.1M | $0 |
| Deferred income taxes | -$34.5M | $2.9M | $2.9M | $3.0M | $3.0M |
| Change in accounts receivable | — | — | — | $24.1M | $13.4M |
| Change in inventory | — | $13.5M | -$3.0M | -$808.0K | — |
| Change in accounts payable | — | — | — | $10.8M | -$2.9M |
| Sales/maturities of investments | — | $64.8M | $0 | $0 | — |
| Other investing activities | -$3.0M | -$979.0K | -$121.0K | $721.0K | -$48.0K |
| Debt issued | $257.2M | $62.0M | $161.5M | $94.4M | $108.0M |
| Debt repaid | $187.9M | $90.8M | $139.8M | $122.5M | $42.5M |
| Tax withholding on stock comp | $3.9M | $5.8M | $0 | $0 | — |
| Other financing activities | $552.0K | $0 | $2.3M | $49.0K | — |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding HGTY as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Institutional ownership is not available for this symbol right now.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Insider activity is not available for this symbol right now.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 04:57 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-02 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-09-25 | 4 | 2026-09-24 | View on SEC.gov → |
| 2026-09-14 | 4 | 2026-09-11 | View on SEC.gov → |
| 2026-09-11 | 4 | 2026-09-09 | View on SEC.gov → |
| 2026-09-11 | 8-K | 2026-09-09 | View on SEC.gov → |
| 2026-09-09 | 8-K | 2026-09-09 | View on SEC.gov → |
| 2026-08-05 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-08-05 | 8-K | 2026-08-05 | View on SEC.gov → |
| 2026-07-17 | 8-K | 2026-07-15 | View on SEC.gov → |
| 2026-07-06 | 4 | 2026-07-02 | View on SEC.gov → |
Recent news
Headlines about HGTY (Hagerty, Inc.). Links open the publisher — we don’t host full articles.
-
Hagerty (NYSE:HGTY) Stock Bumped Down to Hold by Zacks Research
MarketBeat · 2026-10-21 -
BROAD ARROW PRESENTS A STUNNING SELECTION OF CURATED COLLECTOR CARS AT ITS SECOND ZÜRICH AUCTION
Yahoo · 2026-10-21 -
HGTY May 2027 10.000 put (HGTY270521P00010000) stock price, news, quote and history
Yahoo Finance UK · 2026-10-21 -
Hagerty to Report Third Quarter 2026 Results and Host Conference Call on Tuesday, November 3, 2026
Yahoo · 2026-10-20 -
Before markets open Nov. 3, Hagerty will report third-quarter results.
Stock Titan · 2026-10-20 -
Hagerty (NYSE:HGTY) Hits New 12-Month High - Should You Buy?
MarketBeat · 2026-10-20 -
Hagerty stock hits 52-week high at 15.53 USD
Investing.com · 2026-10-19 -
Beat the Market the Zacks Way: Valero Energy, Hagerty, Palantir in Focus
Yahoo · 2026-10-19
No headlines in this category right now — try “All”.