HGTY · Hagerty, Inc.
Market Cap
$4.67B
Shares
343.62M
Volume · Oct 1
597.6K
Avg daily vol (3M)
319.87K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$13.46
Open$13.53
Day$13.20–13.62
52W close$9.67–14.02
Avg vol 30d515K
Short int1.2M · 0.3% float · 1.2d
Short vol56%
Last earningsAug 5, 2026
DataJun 2021–Oct 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 5 wks
filed Aug 5, 2026
call held May 6, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$1.42B
Trailing 12 months
Net income (TTM)
$70.03M
Trailing 12 months
Revenue growth YoY
-6.5%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
6.0%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+82,227.0%
Year over year · more shares
Price change (1Y)
+11.8%
Trailing year
Short interest
0.3%
Latest settlement · 1.2 days to cover
Mentioned in fund letters
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Strong
Sentiment
Bearish
Fundamentals
Fair
Quant / Vol
Moderate
Market backdrop
VIX 16.4 · calm
Equity put/call 0.57
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+14%
above
Price vs 50-day avg
+3%
above
RSI (14)
51
neutral
MACD trend
Negative
52-week position
87%
near high
Momentum
relative strength
1-month return
+2%
trailing
6-month return
+21%
trailing
YTD return
0%
this year
Relative strength
+9%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow
Distributing
1 of 127 funds reported for Sep 30 · net -30.3K sh shares
Insider flow
Distributing
Net -$122.0M over 90 days · 100% sells
Short interest
Rising
0.34% of float · ▲ +29.8% MoM · 1.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
127 holders — near 3-yr high, broad support
Squeeze score
39
low risk · 0–100
Fundamentals
Revenue growth
+17%
Y/Y
EPS growth
−101%
Y/Y
Balance sheet
$17.7M
net debt
Quant / Vol
risk profile
Volatility
35%
annualized · 1-yr
Max drawdown
−30%
past year
ATR
3.1%
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
Initiated
16% – 17%
Total Revenue change
· full year 2026
Initiated
-9% – -8%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+14%
Bullish
Price vs 50-day avg
+3%
Bullish
RSI (14)
51
Neutral
MACD trend
Negative
Bearish
52-week position
87%
Bullish
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross)
No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow
Distributing
1 of 127 funds reported for Sep 30 · net -30.3K sh shares
Insider flow
Distributing
Net -$122.0M over 90 days · 100% sells
Short interest
Rising
0.34% of float · ▲ +29.8% MoM · 1.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
127 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $10
Now $13 · 87%
Range high $14
vs 200-day avg +14%
vs 50-day avg +3%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
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.
|
$4.67B | +0.1% | +17.3% | — | 0.3% |
|
CB
Chubb Ltd
|
$128.80B | +6.1% | +6.5% | 11.8 | 0.9% |
|
PGR
Progressive Corp/Oh/
|
$119.47B | -7.4% | +16.3% | 10.3 | 1.1% |
|
TKOMY
Tokio Marine Holdings, Inc.
|
$100.71B | +36.6% | — | — | 0.0% |
|
TRV
Travelers Companies, Inc.
|
$75.72B | +24.7% | +5.2% | 9.8 | 3.0% |
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 | -0.9% | +1.7% | +21.0% | +0.0% | +0.2% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -0.5% | +1.9% | +8.6% | -0.2% | -11.9% |