HGTY · Hagerty, Inc.
$12.97
+0.02 (+0.15%)
At close · Aug 14
Market Cap
$4.46B
Shares
343.62M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$12.97
Open$12.98
Day$12.76–13.04
52W close$9.67–13.82
Avg vol 30d150K
Short int1.1M · 0.3% float · 11.3d
Short vol46%
Last earningsAug 5, 2026
DataJun 2021–Aug 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 5, 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
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Strong
Sentiment
Very Bullish
Fundamentals
Fair
Quant / Vol
Moderate
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
Golden cross
Price vs 200-day avg
+11%
above
Price vs 50-day avg
+10%
above
RSI (14)
60
neutral
MACD trend
Positive
52-week position
80%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+8%
trailing
6-month return
+12%
trailing
YTD return
−4%
this year
Relative strength
−2%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
Golden cross
50d $12 › 200d $12 — 50d above 200d
Institutional flow
Accumulating
+8% holders QoQ · +22 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
0.32% of float · ▼ -5.6% MoM · 11.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
128 holders — near 3-yr high, broad support
Squeeze score
51
elevated · 0–100
Fundamentals
Revenue growth
+17%
Y/Y
EPS growth
−101%
Y/Y
Balance sheet
$18.5M
net debt
Quant / Vol
risk profile
Volatility
36%
annualized · 1-yr
Max drawdown
−30%
past year
ATR
3.9%
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.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 5, 2026
Written Premium growth
· full year 2026
16% – 17%
Net Income
· full year 2026
$18M – $30M
Adjusted EBITDA
· full year 2026
Non-GAAP
$270M – $280M
Prior guidance
period ended
· from the Earnings Call filed Jun 30, 2025
Total revenue growth
· 2025 full year
13% – 14%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong Buy
50 / 200-day cross
Golden cross
Bullish
Price vs 200-day avg
+11%
Bullish
Price vs 50-day avg
+10%
Bullish
RSI (14)
60
Neutral
MACD trend
Positive
Bullish
52-week position
80%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 4 of 6
Trend (MA cross)
Golden cross
50d $12 › 200d $12 — 50d above 200d
Institutional flow
Accumulating
+8% holders QoQ · +22 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
0.32% of float · ▼ -5.6% MoM · 11.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
128 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $10
Now $13 · 80%
Range high $14
vs 200-day avg +11%
vs 50-day avg +10%
50-day above 200-day golden cross
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Amelia Car Week sell-through rate | 92% | Q1 2026 | — |
| Amelia Car Week total sales | 111M | Q1 2026 | — |
| member retention rate | 89% | Q1 2026 | — |
| policies in force | 1.8M | Q1 2026 | — |
| underwriting profits and investment income boost | 25% | Q1 2026 | — |
| written premium growth | 18% | Q1 2026 | — |
| Adjusted EBITDA non-GAAP | $236.79M | 2025 | — |
| new members added | 371,000 | 2025 | — |
| target market | 67M | Q4 2025 | — |
| target market (insurance) | 3M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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.
|
$4.46B | -3.5% | +17.3% | — | 0.3% |
|
CB
Chubb Ltd
|
$133.28B | +10.1% | +6.5% | 12.2 | 1.1% |
|
PGR
Progressive Corp/Oh/
|
$121.86B | -8.0% | +16.3% | 10.5 | 1.4% |
|
TKOMY
Tokio Marine Holdings, Inc.
|
$93.22B | +28.6% | — | — | 0.0% |
|
TRV
Travelers Companies, Inc.
|
$77.21B | +27.7% | +5.2% | 9.9 | 3.6% |
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
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HGTY | -4.7% | +7.9% | +12.0% | +12.5% | -3.5% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -5.1% | +3.5% | -1.8% | +8.6% | -17.4% |
Key facts
CIK
1840776
CUSIP
405166109
13F (30d)
123 filings
123 filers
Visit website
Investor relations