Hagerty, Inc.

Report azionario NYSE:HGTY

Capitalizzazione di mercato: US$3.7b

Hagerty Gestione

Criteri Gestione verificati 3/4

Hagerty Il CEO è McKeel Hagerty, nominato in Jan2000, e ha un mandato di 26.33 anni. la retribuzione annua totale è $ 4.73M, composta da 25.1% di stipendio e 74.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.6% delle azioni della società, per un valore di $ 22.00M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 4.4 anni.

Informazioni chiave

McKeel Hagerty

Amministratore delegato

US$4.7m

Compenso totale

Percentuale dello stipendio del CEO25.05%
Mandato del CEO26.3yrs
Proprietà del CEO0.6%
Durata media del management3.3yrs
Durata media del Consiglio di amministrazione4.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Nuova narrazione 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?
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di McKeel Hagerty rispetto agli utili di Hagerty?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di McKeel ($USD 4.73M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.02M ).

Compensazione vs guadagni: La retribuzione di McKeel è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

McKeel Hagerty (58 yo)

26.3yrs
Mandato
US$4,732,132
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
McKeel Hagerty
Chairman & CEO26.3yrsUS$4.73m0.60%
$ 22.0m
Patrick McClymont
Chief Financial Officer3.7yrsUS$2.73m0.15%
$ 5.6m
Russell Page
Chief Information Officer1.6yrsUS$1.85m0.073%
$ 2.7m
Kenneth Ahn
President of Marketplace & Radius4.3yrsUS$1.71m0.078%
$ 2.9m
Jeffrey Briglia
President of Insurance1.9yrsUS$2.34m0.041%
$ 1.5m
Kevin Delaney
Chief Accounting Officer & Corporate Controller3.3yrsNessun dato0.016%
$ 587.1k
Collette Champagne
Chief Human Resources Officer & Administrative Officer3.3yrsUS$3.26m0.18%
$ 6.6m
Jason Koval
Senior Vice President of Investor Relations & Communications3.9yrsNessun datoNessun dato
Diana Chafey
Chief Legal Officer & Corporate Secretary2.8yrsNessun dato0.024%
$ 895.0k
Marc Burns
Chief Marketing Officerless than a yearNessun datoNessun dato
Larry Webster
Senior Vice President of Hagerty Mediano dataNessun datoNessun dato
Shoba Menon
Senior Vice President of Talent4.2yrsNessun datoNessun dato
3.3yrs
Durata media
54.5yo
Età media

Gestione esperta: Il team dirigenziale di HGTY è considerato esperto (durata media dell'incarico 3.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
McKeel Hagerty
Chairman & CEO16.6yrsUS$4.73m0.60%
$ 22.0m
Joe Twyman
Head of UK & EU Consignments and Director of Broad Arrow Auctions2.2yrsNessun datoNessun dato
William Swanson
Independent Lead Director4.4yrsUS$255.18k0.45%
$ 16.5m
Robert Kauffmann
Independent Director5.9yrsUS$229.56k0.80%
$ 29.4m
Anthony Kuczinski
Independent Director1.8yrsUS$218.06k0.046%
$ 1.7m
Sabrina Kay
Independent Director4.4yrsUS$225.56k0.042%
$ 1.5m
Michael Heaton
Independent Directorless than a yearUS$160.05kNessun dato
Randall Harbert
Independent Directorless than a yearUS$223.06k0.033%
$ 1.2m
Laurie Harris
Independent Director6.4yrsUS$239.31k0.024%
$ 895.7k
Henrik Bjornstad
Independent Directorless than a yearNessun datoNessun dato
Mika Salmi
Independent Director4.4yrsUS$224.93k0.042%
$ 1.5m
4.4yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HGTY sono considerati esperti (durata media dell'incarico 4.4 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 09:35
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Hagerty, Inc. è coperta da 11 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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