Hagerty, Inc.: stock overview

HGTYNYSEFinancial services · Insurance Agents, Brokers & Service

Price

$16.17

November 13, 2026Market cap $2.0B

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  • The full history: 6 fiscal years, from 2020
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
  • An email when it reports, changes its dividend or an officer buys

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In short

Hagerty had revenue of $1.4B over the last 12 months and net income of $60M, a net margin of 4.4%. Revenue grew by 23.9% a year on average over the last 5 years. At $16.17 the shares trade at a P/E of 32.4. It holds more cash than debt, by $270M. It pays no dividend.

From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$2.0B
121M shares
P/E
32.4
Revenue, 12 months
$1.4B
+23.9% a year over 5 years
Net margin
4.4%
2025: 10.3%, above 55% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

2023–2025 fiscal years

+19.1% a year over 2 years

  • 202510-K
    Revenue$1.5B
  • 202410-K
    Revenue$1.2B
  • 202310-K
    Revenue$1.0B

Fiscal years in figures

HGTY's revenue, profit, cash flow and dividend with each year-end price, from 2020 to 2022, 3 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 
$2.0B
Enterprise value 
$1.7B
P/E 
32.4
EV / EBIT 
14.8
EV / Revenue 
1.2
P/B 
7.6
FCF yield 
14.3%
Earnings yield 
3.1%

Profitability

Net margin 3-year median: 6.3%
4.4%
ROIC 
20.6%
ROIC, 5-year average 
4.9%
ROE 
26.7%

Growth

Revenue, yearly change 
+17.3%
EPS, yearly change 
–
FCF, yearly change 
+24.9%
Revenue, average a year 
+23.9%

The yearly change compares FY2025 with FY2024.

Balance sheet

Cash 
$516M
Total debt 
$288M
Of which operating leases 
$41M
Net cash 
$270M
Net debt / EBITDA 
-1.8x
Interest cover 
57.3x
Current ratio 
–

Balance sheet of September 30, 2026.

Returns to shareholders

Dividend yield 
0.00%
Buybacks 
–
Total returned 
0.00%
Shares, yearly change 
+1.5%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 64).

Net margin

10.3%

Above 55% of the 28 companies in its industry, and 66% of all.

ROE

67.4%

Above 98% of the 21 companies in its industry, and 97% of all.

ROA

7.1%

Above 69% of the 27 companies in its industry, and 80% of all.

Revenue growth

17.3%

Above 54% of the 27 companies in its industry, and 77% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
Hagerty, Inc.
CIK
1840776
Exchange
NYSE
Industry (SIC)
6411 · Insurance Agents, Brokers & Service
Fiscal year ends
December 31
Latest annual report
December 31, 2025
Reporting currency
USD
Shares
121M

Other companies: Financial services

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The full analysis

What do Hagerty's filings show?

These are Hagerty's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about HGTY

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What is HGTY's market cap?

Hagerty, Inc.'s market cap is $2.0B, at a price of $16.17 on November 13, 2026 and 121M shares.

What is HGTY's P/E?

HGTY's P/E is 32.4, on earnings per share of $0.50 over the last 12 months.

How much revenue does HGTY have?

Hagerty had revenue of $1.4B over the last 12 months. Over the last 5 years it changed by +23.9% a year on average.

Does HGTY pay a dividend?

No. Hagerty paid no regular dividend over the last 12 months.

Where do the figures come from?

From Hagerty, Inc.'s SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.