Hagerty, Inc. (HGTY) Stock Price & Analysis
Hagerty, Inc. (HGTY) closed at USD 15.3 on Thursday, October 15, 2026, up 2.75% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 14.89; the Oct 15, 2026 session ranged USD 15–15.35 on volume of 245,755 shares. Market capitalization is $5.26B, with a 52-week range of USD 9.36–15.35 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HGTY.md
Key facts (HGTY)
- 1 of 80 tracked superinvestors hold HGTY (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Analysts: Hold (mean 2.56 on a 1–5 scale) (9 analysts), mean target USD 14.5 (range 13–16).
- Total return with dividends: 1Y +33.7% vs S&P 500 +18.1%; 5Y +52.4% vs S&P 500 +85.1%.
- Next earnings: 2026-11-04, EPS estimate USD 0.02, revenue estimate $340M.
Superinvestors (SEC 13F-HR, Q2 2026) (HGTY)
1 of 80 tracked investors hold HGTY. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Thomas Gayner | Markel Group | 0.27% | $35.9M | Unchanged |
Analysts (HGTY)
Consensus Hold (mean 2.56 on a 1–5 scale), 9 analysts; mean target USD 14.5 (low 13, high 16).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-11 | Keefe, Bruyette & Woods | Target raised | Outperform | $15 → $16 |
| 2026-08-07 | Truist Securities | Target raised | Hold | $11 → $13 |
| 2026-07-14 | JP Morgan | Target raised | Neutral | $12 → $13 |
| 2026-07-09 | Wells Fargo | Target raised | Equal-Weight | $11 → $13 |
| 2026-07-08 | Keefe, Bruyette & Woods | Target raised | Outperform | $14 → $15 |
Total return (dividends reinvested) (HGTY)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +33.7% | +52.4% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +33.9% | +8.8% |
| Volatility (annualized) | 33.9% | 41.6% |
| Max drawdown | -30.0% (Dec 2025→Mar 2026) | -59.2% (Dec 2021→Oct 2023) |
Key Statistics (as of October 16, 2026 at 05:21 UTC)
| Price | USD 15.3 |
|---|---|
| Change | ▲ 2.75% (up) |
| Previous Close | USD 14.89 |
| Open | USD 15.02 |
| Day Range | USD 15 – 15.35 |
| 52-Week Range | USD 9.36 – 15.35 |
| Volume | 245,755 shares |
| Market Cap | $5.26B |
| Exchange | NYQ |
Technical Analysis (HGTY)
Nexqual's technical model rates HGTY "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 16, 2026 at 05:21 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 79.73 (overbought) |
| vs SMA50 | Above (USD 13.57) |
| MACD | 0.4 (positive) |
Analyst Ratings (HGTY)
Wall Street analysts rate HGTY "Hold" based on 9 analysts, with a mean price target of USD 14.5 (range USD 13–16), per Nexqual as of October 16, 2026 at 05:21 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 9 |
| Mean Target | USD 14.5 |
| High Target | USD 16 |
| Low Target | USD 13 |
| Buy / Hold / Sell | 4 / 4 / 1 |
Earnings (HGTY)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.02 |
| Revenue Estimate | $339.55M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.02 vs est -0.09 ▲ beat |
| 2026-03-31 | USD -0.04 vs est 0.01 ▼ miss |
| 2025-12-31 | USD 0.08 vs est 0.03 ▲ beat |
| 2025-09-30 | USD 0.13 vs est 0.08 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Financials & Fundamentals (HGTY)
| Total Revenue | $1.42B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -6.50% |
| Gross Margin | +56.81% |
| Operating Margin | +18.38% |
| Profit Margin | +1.25% |
| ROE | +8.92% |
| Debt / Equity | 0.35 |
| Current Ratio | 1.44 |
| Total Cash | $1.05B |
| Total Debt | $258.31M |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | $194.45M (13.4% of revenue) |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Financial Health Score (HGTY)
Nexqual rates Hagerty, Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:21 UTC.
| Growth | Strong — Revenue +18% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 57%, operating 18% |
| Balance Sheet | Solid — $1.05B cash vs $258M debt, net cash position |
| Cash Flow | Solid — FCF $194M (FY ended Dec 2025, 10-K), 13% margin |
| Efficiency | Mixed — ROE 9%, ROA 5.7% |
Ownership (HGTY)
| Insider Ownership | +3.98% |
|---|---|
| Institutional Ownership | +101.60% |
| Shares Outstanding | 111.32M |
| Float | 47.63M |
| Short % of Float | +3.00% |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Leadership (HGTY)
Hagerty, Inc. is led by McKeel O. Hagerty (age 58), Chairman & CEO, per Nexqual as of October 16, 2026 at 05:21 UTC.
| Chairman & CEO | McKeel O. Hagerty (age 58) |
|---|---|
| Chief Financial Officer | Patrick Scott McClymont (age 55) |
| President of Marketplace & Radius | Kenneth H. Ahn (age 47) |
| President of Insurance | Jeffrey Edward Briglia (age 54) |
| Senior Vice President of Investor Relations & Communications | Jason Koval |
Major Backers & Investors (HGTY)
Notable institutional backers of Hagerty, Inc. include Neuberger Berman Group, LLC, T. Rowe Price, Polar Capital Holdings PLC, according to Nexqual as of October 16, 2026 at 05:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Neuberger Berman Group, LLC | 14.41% |
| T. Rowe Price | 9.35% |
| Polar Capital Holdings PLC | 5.88% |
| Pembroke Management, LTD | 3.34% |
| Markel Group Inc | 3.04% |
| Greenhaven Road Investment Management, L.p. | 1.83% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 1.52% |
| Lincoln Capital LLC | 1.32% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 6.55% |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SIGI | Selective Insurance Group, Inc. | USD 87.3 | ▲ 2.52% |
| WTM | White Mountains Insurance Group | USD 2,143.73 | ▲ 2.42% |
| RLI | RLI Corp. | USD 59.48 | ▲ 4.17% |
| PLMR | Palomar Holdings, Inc. | USD 137.61 | ▲ 3.13% |
| LMND | Lemonade, Inc. | USD 45.86 | ▲ 2.57% |
| THG | Hanover Insurance Group Inc | USD 228.42 | ▲ 2.69% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:21 UTC. This page is informational and not investment advice.
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