Touchstone
Last syncOct 31, 2026, 6:54 PM ET

HGTY

Hagerty, Inc. Financials Insurance Agents, Brokers & Service Russell 3000
$15.58Close $9.67 – $15.9552-week range Nov 3, 2026Next report · before the open

Highlights

Strengths

  • In a stage-2 uptrend all 8 trend conditions pass
  • Leading the market RS 89 · stronger than 89% of stocks over 12 months
  • Near its high 2% below its 52-week high
  • Volume drying up last 10 days 34% under the 50-day average
  • Accumulation up-day volume 3.5× down-day volume over 50 sessions

Cautions

  • Results soon Nov 3, 2026, in 2 days

Price

Filing Results Screen pick 52-week high and low Adjusted prices

Key figures

FY to Dec 31, 2025 · filed Aug 5, 2026
Off 12-month high 2%
1wk 0.0% price change
1mo up 15.8% price change
12-month return up 39% market up 11% · its own up 34%
F-score — — Not assessed
Altman Z — Unknown
P/E — price / earnings
PEG — P/E / EPS growth
P/B — price / book
Earnings yield — EBIT / enterprise value
Cheaper than — of the market · not assessed
Revenue growth up 24% year on year
EPS growth — latest quarter
Sales growth down 57% latest quarter · +2 pts
ROE up 80% return on equity
Free cash margin —
D/E 0.80 long-term debt / equity
Net debt / EBITDA —
Interest cover —EBIT / interest

Trade setup

ATR% 2.9% $0.45 a day · 2×ATR $14.67
RS 89 / 99 vs the universe
Trend 8 / 8 trend template
Relative volume 0.4× vs 50-day average
Up/down volume 3.51 50 sessions
Implied move — no option chain · report Nov 3, 2026
Trend template · 8 of 8

Screen verdict

Did not qualify for any screen.

Warning signs

none flagged
  • No restatement or impairment
  • Equity positive
  • No material dilution
  • Margins and revenue not shrinking
Last reported Aug 5, 2026
Results reaction Aug 5, 2026+15% vs market2 sessions after results

Financials

6 fiscal years · from filings
Revenue What customers paid the company over its fiscal year, before any cost, as filed in its annual report. The change is against the year before. Methodology $677.6M +24% on FY2024
$0 $1B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $279.0M FY2021 · $323.3M FY2022 · $383.7M FY2023 · $464.3M FY2024 · $548.6M FY2025 · $677.6M
Net income Profit left after every cost, interest and tax for the year. A column below the line is a loss. Methodology $149.2M +91% on FY2024
-$50M $0 $200M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $10.2M FY2021 · -$46.4M FY2022 · $32.1M FY2023 · $28.2M FY2024 · $78.3M FY2025 · $149.2M
Margins Each as a share of revenue. Gross: left after the direct cost of what was sold. Net: left after every cost. Free cash: free cash flow over revenue. A margin rising over years means the business keeps more of each dollar it sells. Methodology
  • Net 22%
-20% 0% 25% FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Net 4% FY2021 · Net -14% FY2022 · Net 8% FY2023 · Net 6% FY2024 · Net 14% FY2025 · Net 22%
Cash and long-term debt Cash on the balance sheet at the year's end beside debt due after a year. Net cash is cash less that debt; net debt is the shortfall. Debt some filers do not tag shows as a gap, not as zero. Methodology
  • Cash
  • Long-term debt
$0 $500M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Cash $38.1M · Long-term debt $69.0M FY2021 · Cash $275.3M · Long-term debt $135.5M FY2022 · Cash $95.2M · Long-term debt $108.3M FY2023 · Cash $108.3M · Long-term debt $130.7M FY2024 · Cash $104.8M · Long-term debt $105.8M FY2025 · Cash $160.2M · Long-term debt $177.9M
Shares outstanding Shares in issue at the year's end. A rising count means each share owns a smaller slice of the company (stock pay, share sales); a falling one, buybacks. The chart's scale is fitted to the count, so a small change looks large: read the percentage. Methodology
345.21m 2.88m FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · 2.88m FY2021 · 333.36m FY2022 · 338.96m FY2023 · 340.09m FY2024 · 345.21m FY2025
  FY2020Dec 31, 2020 FY2021Dec 31, 2021 FY2022Dec 31, 2022 FY2023Dec 31, 2023 FY2024Dec 31, 2024 FY2025Dec 31, 2025
Revenue $279.0M $323.3M $383.7M $464.3M $548.6M $677.6M
Operating income $15.8M -$10.1M -$67.6M $10.4M $66.4M —
Net income $10.2M -$46.4M $32.1M $28.2M $78.3M $149.2M
Net margin 4% -14% 8% 6% 14% 22%
Earnings per share $101.66 -$0.56 — — — —
Cash $38.1M $275.3M $95.2M $108.3M $104.8M $160.2M
Long-term debt $69.0M $135.5M $108.3M $130.7M $105.8M $177.9M
Shareholders' equity -$1,470 -$323.8M $59.3M $92.7M $150.3M $221.3M
Shares outstanding 2.88m 333.36m 338.96m 340.09m 345.21m —

Filings

SEC EDGAR
FiledReportPeriod to Lag
Aug 5, 2026 Quarterly ↗ Jun 30, 2026 36d
May 6, 2026 Quarterly ↗ Mar 31, 2026 36d
Feb 26, 2026 Annual ↗ Dec 31, 2025 57d
Nov 4, 2025 Quarterly ↗ Sep 30, 2025 35d
Aug 4, 2025 Quarterly ↗ Jun 30, 2025 35d
May 7, 2025 Quarterly ↗ Mar 31, 2025 37d
Mar 4, 2025 Annual ↗ Dec 31, 2024 63d
Nov 7, 2024 Quarterly ↗ Sep 30, 2024 38d
Aug 6, 2024 Quarterly ↗ Jun 30, 2024 37d
May 7, 2024 Quarterly ↗ Mar 31, 2024 37d
Mar 12, 2024 Annual ↗ Dec 31, 2023 72d
Nov 8, 2023 Quarterly ↗ Sep 30, 2023 39d

Current reports

FiledDisclosed
Sep 11, 2026 Material agreement · Other events ↗
Sep 9, 2026 Regulation FD ↗
Aug 5, 2026 Results · Regulation FD ↗
Jul 17, 2026 Director or officer change ↗
Jun 12, 2026 Shareholder vote ↗
May 6, 2026 Results · Regulation FD ↗
Apr 15, 2026 Director or officer change ↗
Feb 26, 2026 Results · Regulation FD ↗
Jan 2, 2026 Material agreement ↗
Nov 4, 2025 Results · Regulation FD ↗
Aug 11, 2025 Material agreement · Other events ↗
Aug 6, 2025 Regulation FD ↗