Hagerty, Inc.

NYSE:HGTY Rapport sur les actions

Capitalisation boursière : US$3.8b

Hagerty Gestion

Gestion contrôle des critères 3/4

Le PDG Hagerty est McKeel Hagerty, nommé en Jan2000, a un mandat de 26.33 ans. La rémunération annuelle totale est $ 4.73M, composée du salaire de 25.1% et des bonus 74.9%, y compris les actions et options de la société. détient directement 0.49% des actions de la société, d'une valeur de $ 18.55M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.3 ans et 4.4 ans.

Informations clés

McKeel Hagerty

Directeur général

US$4.7m

Rémunération totale

Pourcentage du salaire du PDG25.05%
Durée du mandat du directeur général26.3yrs
Propriété du PDG0.5%
Durée moyenne d'occupation des postes de direction3.3yrs
Durée moyenne du mandat des membres du conseil d'administration4.4yrs

Mises à jour récentes de la gestion

Recent updates

Nouveau récit May 10

Claims And Marketplace Investments Will Reshape Earnings While Keeping Valuation Reasonable

Catalysts About Hagerty Hagerty provides specialty insurance, auctions, marketplace services and membership offerings focused on auto enthusiasts and collector vehicles. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Apr 22

HGTY: Trimmed Price View Will Support Upside From Revised P E Expectations

Analysts have trimmed their price target on Hagerty, and the average fair value estimate has moved slightly lower from about $13.57 to $13.29. This reflects updated assumptions around revenue growth, profit margins, and future P/E multiples following recent research that included a cut in one target to $14 from $15.
Mise à jour du récit Apr 08

HGTY: Trimmed Price View Will Support Constructive Stance On Undervaluation

Analysts have trimmed their 12 month price target on Hagerty to $14 from $15, reflecting updated views on the risk and reward trade off while maintaining a generally constructive stance on the shares. Analyst Commentary Recent research maintains a generally positive view on Hagerty while trimming the 12 month price target to $14 from $15.
Mise à jour du récit Mar 24

HGTY: Refined Outlook On Markel Fronting Arrangement Will Support Undervaluation Thesis

The analyst price target on Hagerty has been reduced by $1 to $14, as analysts adjust their outlook while maintaining supportive views on the shares. Analyst Commentary Recent research adjusted the 12 month price target on Hagerty to $14, while still keeping a positive stance on the shares.
Mise à jour du récit Mar 10

HGTY: Higher Margin Outlook Will Support Constructive Undervaluation Thesis

Analysts have nudged their price target on Hagerty fractionally higher to $13.71 from $13.67, citing updated assumptions for revenue growth, profit margin and future P/E that slightly refine their valuation framework. What's in the News Hagerty issued earnings guidance for the year ending December 31, 2026, with total revenue expected in a range of US$1.28b to US$1.30b.
Mise à jour du récit Feb 24

HGTY: Stable Return Assumptions Will Support Constructive Undervaluation Outlook

Analysts kept their $13.67 price target for Hagerty unchanged. They cited stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view.
Mise à jour du récit Feb 09

HGTY: 2026 Inflection Expectations And Higher Outlook Will Guide Measured Return View

Analysts have raised their price target on Hagerty to US$15 from US$14, citing expectations that 2026 could be an important inflection year for the business. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a US$15 price target as a sign that Hagerty's long term earnings potential is better reflected in the current valuation than before.
Mise à jour du récit Jan 25

HGTY: 2026 Inflection And New Partnership Will Shape Measured Return Outlook

Analysts have modestly adjusted their fair value estimate for Hagerty to $13.67 from $13.86, citing updated views on revenue growth, profit margins, discount rate, and future P/E. Recent Street research includes a price target increase to $15 from $14.
Mise à jour du récit Jan 10

HGTY: 2026 Earnings Inflection And New Partnership Will Guide Balanced Outlook

Analysts have nudged their fair value estimate for Hagerty to about US$13.86 from roughly US$13.71, reflecting refreshed assumptions on future P/E, profit margins and longer term earnings potential referenced in recent price target moves to US$15. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a US$15 price target as broadly consistent with the refreshed fair value estimate around US$13.86, suggesting they view current assumptions on P/E and margins as reasonable for now.
Mise à jour du récit Dec 16

HGTY: 2026 Margin Inflection And Partnerships Will Shape Balanced Share Outlook

Analysts have nudged their average price target on Hagerty higher to reflect growing conviction that the company’s classic car insurance leadership, expanding State Farm partnership, and anticipated 2026 inflection in growth and margins can justify a move toward the Street’s $13 to $15 target range. Analyst Commentary Street research on Hagerty reflects a balanced mix of optimism on the company’s growth runway and caution around valuation and execution risks into 2026.
Article d’analyse Dec 15

Does Hagerty (NYSE:HGTY) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Mise à jour du récit Dec 02

HGTY: Margin Expansion And 2026 Will Steer Share Performance Amid Risks

Hagerty’s analyst price target was recently raised by $1 to $15 per share. Analysts cite the company’s strong position, future growth drivers, and a likely turning point for margins by 2026 as key factors behind this upward revision.
Mise à jour du récit Nov 18

HGTY: Margin Expansion And 2026 Inflection Will Shape The Outlook

Analysts have raised their fair value estimate for Hagerty to $13.71 from $13.29. They cite expectations for margin expansion and a stronger profit outlook, despite slightly lower revenue growth assumptions.
Mise à jour du récit Nov 01

HGTY: State Farm Partnership Expansion Will Boost Market Leadership

Analysts have slightly adjusted their average price target for Hagerty, maintaining a valuation near $13 per share. They cite solid margin potential and growth opportunities, but see current levels as fairly valued unless there is further margin expansion.
Mise à jour du récit Oct 17

State Farm Partnership And European Auctions Will Fuel Future Markets

Analysts have modestly increased their fair value estimate for Hagerty from $13.17 to $13.29 per share, citing expectations for stronger profit margins and the potential for margin expansion as highlighted in recent research coverage. Analyst Commentary Recent Street research provides a mix of optimism and caution regarding Hagerty's growth outlook and valuation trajectory.
Seeking Alpha Oct 15

Hagerty: Solid Moat With Growth Catalysts To Drive Accelerating Revenue Growth

Summary Hagerty is rated a buy, with the market underestimating its growth potential and unique platform for car enthusiasts. Key growth drivers include the Enthusiast+ product launch, State Farm partnership, and strong relationships with major auto insurers, supporting revenue acceleration. HGTY's brand, omni-channel distribution, and exclusive partnerships create a durable moat, driving high retention and organic, low-cost customer acquisition. Read the full article on Seeking Alpha
Mise à jour du récit Oct 03

State Farm Partnership And European Auctions Will Fuel Future Markets

Analysts have modestly raised Hagerty’s fair value estimate from $12.75 to $13.17 per share, citing a balance of growth prospects and the need for further margin expansion to justify a higher stock valuation. Analyst Commentary Recent Street research reflects a mix of enthusiasm and caution regarding Hagerty’s future prospects and current valuation.
Mise à jour du récit Sep 18

State Farm Partnership And European Auctions Will Fuel Future Markets

Analysts have raised their price target for Hagerty to $12.75, citing anticipated margin expansion, mid-teens revenue growth, and operational benefits from State Farm conversions and rising retention rates heading into 2026. Analyst Commentary Expectation of 2026 as an inflection year driven by rising underwriting economics and retention rates.
Mise à jour du récit Aug 28

Cloud-Based Insurance Will Expand Enthusiast And Collector Markets

Analysts have raised Hagerty's price target to $12.00, citing improved underwriting, higher customer retention, accelerating State Farm conversions, and projected mid-teens growth with margin expansion driving outperformance. Analyst Commentary Expectation of 2026 as a key inflection year driven by improved underwriting economics and rising retention rates.
Article d’analyse May 27

Shareholders Will Probably Not Have Any Issues With Hagerty, Inc.'s (NYSE:HGTY) CEO Compensation

Key Insights Hagerty's Annual General Meeting to take place on 3rd of June CEO McKeel Hagerty's total compensation...
Article d’analyse May 08

With EPS Growth And More, Hagerty (NYSE:HGTY) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Sep 13

The Price Is Right For Hagerty, Inc. (NYSE:HGTY)

Hagerty, Inc.'s ( NYSE:HGTY ) price-to-earnings (or "P/E") ratio of 48.5x might make it look like a strong sell right...
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Nouveau récit Sep 03

Digital Marketplace And Critical Acquisitions Set To Revolutionize Insurance Giant

Expansion into digital services and valuation, along with strategic hires, aims to boost commissions, fee revenue, and customer retention.

Analyse de la rémunération des PDG

Comment la rémunération de McKeel Hagerty a-t-elle évolué par rapport aux bénéfices de Hagerty?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$26m

Dec 31 2025US$5mUS$1m

US$39m

Sep 30 2025n/an/a

US$31m

Jun 30 2025n/an/a

US$17m

Mar 31 2025n/an/a

US$16m

Dec 31 2024US$3mUS$850k

US$9m

Sep 30 2024n/an/a

US$20m

Jun 30 2024n/an/a

US$21m

Mar 31 2024n/an/a

US$15m

Dec 31 2023US$2mUS$850k

US$16m

Sep 30 2023n/an/a

-US$895k

Jun 30 2023n/an/a

US$10m

Mar 31 2023n/an/a

US$2m

Dec 31 2022US$34mUS$850k

US$32m

Sep 30 2022n/an/a

-US$15m

Jun 30 2022n/an/a

-US$30m

Mar 31 2022n/an/a

-US$12m

Dec 31 2021US$4mUS$840k

-US$46m

Sep 30 2021n/an/a

-US$6m

Jun 30 2021n/an/a

US$5m

Mar 31 2021n/an/a

-US$2m

Dec 31 2020US$3mUS$600k

US$10m

Rémunération vs marché: La rémunération totale de McKeel ($USD 4.73M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.03M ).

Rémunération et revenus: La rémunération de McKeel a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

McKeel Hagerty (58 yo)

26.3yrs
Titularisation
US$4,732,132
Compensation

Mr. McKeel O. Hagerty is Chief Executive Officer and President of Hagerty Insurance Agency, LLC. He is Chief Executive Officer and Chairman of the Board of The Hagerty Group, Inc. He is Venture Partner and...


Équipe de direction

NomPositionTitularisationCompensationPropriété
McKeel Hagerty
Chairman & CEO26.3yrsUS$4.73m0.49%
$ 18.6m
Patrick McClymont
Chief Financial Officer3.7yrsUS$2.73m0.15%
$ 5.7m
Russell Page
Chief Information Officer1.6yrsUS$1.85m0.037%
$ 1.4m
Kenneth Ahn
President of Marketplace & Radius4.3yrsUS$1.71m0.078%
$ 2.9m
Jeffrey Briglia
President of Insurance1.9yrsUS$2.34m0.018%
$ 665.5k
Kevin Delaney
Chief Accounting Officer & Corporate Controller3.3yrspas de données0.024%
$ 913.2k
Collette Champagne
Chief Human Resources Officer & Administrative Officer3.3yrsUS$3.26m0.14%
$ 5.3m
Jason Koval
Senior Vice President of Investor Relations & Communications3.9yrspas de donnéespas de données
Diana Chafey
Chief Legal Officer & Corporate Secretary2.8yrspas de données0.012%
$ 442.5k
Marc Burns
Chief Marketing Officerless than a yearpas de donnéespas de données
Larry Webster
Senior Vice President of Hagerty Mediano datapas de donnéespas de données
Shoba Menon
Senior Vice President of Talent4.2yrspas de donnéespas de données
3.3yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de HGTY est considérée comme expérimentée (ancienneté moyenne 3.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
McKeel Hagerty
Chairman & CEO16.6yrsUS$4.73m0.49%
$ 18.6m
Joe Twyman
Head of UK & EU Consignments and Director of Broad Arrow Auctions2.2yrspas de donnéespas de données
William Swanson
Independent Lead Director4.4yrsUS$255.18k0.45%
$ 16.9m
Robert Kauffmann
Independent Director5.9yrsUS$229.56k0.80%
$ 30.1m
Anthony Kuczinski
Independent Director1.8yrsUS$218.06k0.033%
$ 1.2m
Sabrina Kay
Independent Director4.4yrsUS$225.56k0.028%
$ 1.1m
Michael Heaton
Independent Directorless than a yearUS$160.05kpas de données
Randall Harbert
Independent Directorless than a yearUS$223.06k0.033%
$ 1.3m
Laurie Harris
Independent Director6.4yrsUS$239.31k0.016%
$ 610.2k
Henrik Bjornstad
Independent Directorless than a yearpas de donnéespas de données
Mika Salmi
Independent Director4.4yrsUS$224.93k0.042%
$ 1.6m
4.4yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de HGTY sont considérés comme expérimentés (ancienneté moyenne 4.4 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 03:24
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Hagerty, Inc. est couverte par 11 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Charles LedererBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research
Matthew CarlettiCitizens JMP Securities, LLC