HGTY
Hagerty, Inc.
$11.71
-0.54 (-4.41%)
At close · Jul 15
Market Cap
$4.10B
Shares
343,354,402
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$11.71
Open$12.19
Day$11.57–12.19
52W$8.81–14.00
Avg vol 30d146K
Short int1.2M · 0.3% float · 7.1d
Short vol77%
Last earningsMay 6, 2026
DataJun 2021–Jul 2026
Filing10-Q · May 6
Up next
Next earnings call
Aug 5, 2026
Est · unconfirmed
· in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Weak
Sentiment
Very Bullish
Fundamentals
Fair
Quant / Vol
Moderate
Market backdrop
VIX 16.7 · calm
Equity put/call 0.67
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+0%
above
Price vs 50-day avg
+7%
above
RSI (14)
52
neutral
MACD trend
Negative
52-week position
56%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+10%
trailing
6-month return
−8%
trailing
YTD return
−13%
this year
Relative strength
−18%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $11 › 200d $12 — 200d above 50d
Institutional flow
Accumulating
7 of 116 funds reported for Jun 30 · net +14.7K sh shares · +1 new
Insider flow
Accumulating
Net +$99.4K over 90 days · 0% sells
Short interest
Falling
0.34% of float · ▼ -7.6% MoM · 7.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
116 holders — near 3-yr high, broad support
Squeeze score
49
elevated · 0–100
Fundamentals
Revenue growth
+17%
Y/Y
EPS growth
−101%
Y/Y
Balance sheet
$17.7M
net debt
Quant / Vol
risk profile
Volatility
39%
annualized · 1-yr
Max drawdown
−30%
past year
ATR
3.5%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+0%
Bullish
Price vs 50-day avg
+7%
Bullish
RSI (14)
52
Neutral
MACD trend
Negative
Bearish
52-week position
56%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 4 of 6
Trend (MA cross)
No cross
50d $11 › 200d $12 — 200d above 50d
Institutional flow
Accumulating
7 of 116 funds reported for Jun 30 · net +14.7K sh shares · +1 new
Insider flow
Accumulating
Net +$99.4K over 90 days · 0% sells
Short interest
Falling
0.34% of float · ▼ -7.6% MoM · 7.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
116 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $9
Now $12 · 56%
52-wk high $14
vs 200-day avg +0%
vs 50-day avg +7%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| policies | 1.8M | Q1 2026 | — |
| adjusted EBITDA non-GAAP | $85M | Q1 2026 call | — |
| adjusted EBITDA growth non-GAAP | 77% | Q1 2026 call | — |
| Hagerty Re's combined ratio | 87% | Q1 2026 call | — |
| Hagerty Re's loss ratio | 38% | Q1 2026 call | — |
| PIF growth | 15% | Q1 2026 call | — |
| policies added | 112,000 | Q1 2026 call | — |
| reserve reduction | $6M | Q1 2026 call | — |
| retention rate | 89% | Q1 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Insurance - Property & Casualty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HGTY
this stock
Hagerty, Inc.
|
$4.10B | -12.9% | +17.3% | — | 0.3% |
|
CB
Chubb Ltd
|
$133.31B | +10.4% | +6.5% | 12.2 | 1.2% |
|
PGR
Progressive Corp/Oh/
|
$120.26B | -3.9% | +16.3% | 10.5 | 1.3% |
|
TRV
Travelers Companies, Inc.
|
$71.84B | +16.9% | +5.2% | 10.1 | 3.7% |
|
ALL
Allstate Corp
|
$62.26B | +16.8% | +5.6% | 5.3 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HGTY | -3.3% | +9.5% | -8.2% | -1.8% | -12.9% |
| SPY | +1.3% | -0.2% | +10.1% | +1.1% | +10.7% |
| vs SPY | -4.6% | +9.7% | -18.4% | -2.8% | -23.6% |