View ValuationHagerty 将来の成長Future 基準チェック /46Hagerty利益と収益がそれぞれ年間91.1%と5.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に62.4% 78.6%なると予測されています。主要情報91.1%収益成長率78.56%EPS成長率Insurance 収益成長1.3%収益成長率5.1%将来の株主資本利益率62.43%アナリストカバレッジGood最終更新日19 Aug 2026今後の成長に関する最新情報Price Target Changed • Aug 11Price target increased by 7.0% to US$14.38Up from US$13.43, the current price target is an average from 8 analysts. New target price is 12% above last closing price of US$12.78. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$0.031 for next year compared to US$0.41 last year.お知らせ • Aug 05Hagerty, Inc. Revises Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. revised earnings guidance for the year ending December 31, 2026. For the year, the company revised total revenue of $1,325,000,000 to $1,340,000,000 compared to previous guidance of $1,280,000,000 to $1,300,000,000. Net income of $18,000,000 to $30,000,000 compared to previous guidance of Net loss to be between $51,000,000 to $41,000,000.Major Estimate Revision • Jul 15Consensus EPS estimates fall from profit to US$0.016 lossThe consensus outlook for fiscal year 2026 has been updated. Expected to report loss instead of -US$0.016 instead of US$0.016 per share profit previously forecast. Revenue forecast unchanged at US$1.30b Insurance industry in the US expected to see average net income growth of 0.9% next year. Consensus price target up from US$12.86 to US$13.43. Share price fell 3.3% to US$11.71 over the past week.Major Estimate Revision • Jun 02Consensus EPS estimates upgraded to US$0.032 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.237 to -US$0.032 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 0.6% next year. Consensus price target of US$12.86 unchanged from last update. Share price was steady at US$10.39 over the past week.お知らせ • May 08Hagerty, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. reaffirmed earnings guidance for the year ending December 31, 2026. For the year, the company expects total revenue to be between $1,280,000,000 to $1,300,000,000, representing a decline of 12% to 11%. Revenue guidance reflects the accounting impact of the Markel Fronting Arrangement. Beginning in 2026, company now control the Essentia book of business with the benefit of MGA services received by Hagerty Re and not Essentia. As a result, commission revenue and the associated ceding commission expense for policies issued through the Markel Fronting Arrangement are now eliminated in consolidation. Company also expect net loss to be $51,000,000 $41,000,000.Major Estimate Revision • Mar 24Consensus EPS estimates upgraded to US$0.39 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.47 to -US$0.385 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 5.8% next year. Consensus price target of US$13.57 unchanged from last update. Share price was steady at US$10.56 over the past week.すべての更新を表示Recent updatesライブニュース • Aug 18Hagerty Lifts 2026 Outlook to Net Income as Private Sales Segment Gains MomentumHagerty upgraded its full-year 2026 outlook from an expected net loss to projected net income of US$18 to 30 million on about US$1.33b in revenue, citing strong momentum in its Broad Arrow Private Sales collector-car segment. The guidance shift is material because it points to a path to profitability while the company still needs to manage underwriting risk within its insurance operations and broader collector-car ecosystem. Hagerty shares trade at US$12.86, with the stock up 16.4% over the past 90 days, which gives investors a recent reference point against the new profit outlook. This combination of improving profit guidance and evidence of active collector-car trading gives Hagerty a clearer earnings story, although execution on underwriting and maintaining private sales volume remains a central risk.Price Target Changed • Aug 11Price target increased by 7.0% to US$14.38Up from US$13.43, the current price target is an average from 8 analysts. New target price is 12% above last closing price of US$12.78. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$0.031 for next year compared to US$0.41 last year.お知らせ • Aug 07Broad Arrow Private Sales Presents Rare Lexus LFA Nürburgring Package And Marc Philipp Gemballa Marsien At The Quail By The Peninsula, A Motorsports GatheringBroad Arrow Private Sales brought the most collectible Japanese supercar of the modern era to market, a 2012 Lexus LFA Nürburgring Package. Available through Broad Arrow Private Sales, this highly collectible supercar is one of only 64 LFA models produced with the desirable Nürburgring Package and one of only 25 delivered to the U.S. This extremely rare pinnacle of Lexus design, engineering and craftsmanship is available for immediate acquisition via Broad Arrow Private Sales and will be displayed in ‘The Legacy of Japanese GTs’ celebrated class at the 23rd edition of The Quail by The Peninsula, A Motorsports Gathering on August 14. The LFA will be joined by an equally rare 2021 Marc Philipp Gemballa MARSIEN, presented on Broad Arrow’s stand at The Quail by The Peninsula, A Motorsports Gathering. The Private Sales offerings will be presented alongside 185 collector cars set for Broad Arrow’s inaugural edition of The Quail Auction, the official auction partner of the renowned motorsports and lifestyle event at The Quail Golf Club in Carmel, California. Broad Arrow will also present additional exciting cars available for private sale on its official stand at The Quail by The Peninsula, A Motorsports Gathering, including a rare 2021 Marc Philipp Gemballa MARSIEN. Additional information on the Lexus LFA Nürburgring Package and the Marc Philipp Gemballa MARSIEN available via Broad Arrow Private Sales is found at broadarrowprivatesales.com. Attendees of The Quail by The Peninsula, A Motorsports Gathering are invited to view the cars in person at the August 14 event. All interested parties may contact at Broad Arrow car specialist at info@broadarrowprivatesales.com or by calling +1 313-312-0780.ナラティブ更新 • Aug 06HGTY: Rising Competition Will Constrain Premium Pricing Power And Future ReturnsHagerty's fair value estimate moves from $11.00 to $12.00 as analysts weigh a higher assumed P/E multiple, shifts in revenue growth expectations, and updated views on profitability in light of recent price target changes and commentary on a more competitive personal lines market. Analyst Commentary Recent commentary on Hagerty points to a mixed setup for investors, with some optimism on the long term opportunity balanced by concern about a more competitive personal lines market and what that could mean for premium trends, profitability, and valuation.Reported Earnings • Aug 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.016 loss per share (down from US$0.093 profit in 2Q 2025). Revenue: US$354.8m (down 3.8% from 2Q 2025). Net loss: US$1.67m (down 120% from profit in 2Q 2025). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 74%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05Hagerty, Inc. Revises Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. revised earnings guidance for the year ending December 31, 2026. For the year, the company revised total revenue of $1,325,000,000 to $1,340,000,000 compared to previous guidance of $1,280,000,000 to $1,300,000,000. Net income of $18,000,000 to $30,000,000 compared to previous guidance of Net loss to be between $51,000,000 to $41,000,000.お知らせ • Jul 24Hagerty, Inc. to Report Q2, 2026 Results on Aug 05, 2026Hagerty, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026Major Estimate Revision • Jul 15Consensus EPS estimates fall from profit to US$0.016 lossThe consensus outlook for fiscal year 2026 has been updated. Expected to report loss instead of -US$0.016 instead of US$0.016 per share profit previously forecast. Revenue forecast unchanged at US$1.30b Insurance industry in the US expected to see average net income growth of 0.9% next year. Consensus price target up from US$12.86 to US$13.43. Share price fell 3.3% to US$11.71 over the past week.ライブニュース • Jul 02Hagerty Set to Acquire Bennetts for £34 Million Tripling UK Revenue in 2026Hagerty has agreed to acquire Bennetts, the UK’s second-largest specialty motorcycle insurance broker, for £34 million, with closing targeted for the third quarter of 2026, subject to regulatory approval. The deal is expected to be immediately accretive and would lift Hagerty’s UK revenue to roughly £25 million, tripling the size of its local business and expanding its insurance footprint alongside its existing Broad Arrow operations outside the US. Hagerty’s stock trades at $12.06, with the share price up 17.2% over the past 30 days. The Bennetts acquisition signals that Hagerty is leaning further into international specialty insurance. This may increase scale and diversification, but it also adds regulatory and integration work in a new product niche and market.分析記事 • Jun 19Hagerty (HGTY) Stock Could Be 27.5% Undervalued After Options Spike And Weak ResultsOptions activity in Hagerty (HGTY) has picked up, with high implied volatility on August 2026 calls coinciding with recent disclosures of lower quarterly revenue and a sharp drop in net profit. See our latest analysis for Hagerty. At a share price of $10.87, Hagerty has seen the 90 day share price return of 3.62% contrast with a weaker year to date share price return. The 1 year total shareholder return of 12.53% points to steadier gains for longer term holders, even as recent quarterly...Major Estimate Revision • Jun 02Consensus EPS estimates upgraded to US$0.032 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.237 to -US$0.032 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 0.6% next year. Consensus price target of US$12.86 unchanged from last update. Share price was steady at US$10.39 over the past week.新しいナラティブ • May 28Collector Car Data And Risk Retention Will Shape A Stronger Insurance FranchiseCatalysts About Hagerty Hagerty focuses on specialty insurance, membership and marketplace services for auto enthusiasts around the world. What are the underlying business or industry changes driving this perspective?ライブニュース • May 17Hagerty Lifts 2025 Outlook After Record Q1 Policy Growth and Earnings BeatHagerty reported its strongest first-quarter performance to date, supported by record policy additions and accelerating premium growth. The company cited improved adjusted earnings for the quarter. Management raised its full-year 2025 outlook after what it described as a Q3 earnings beat with strong revenue and profit growth, while certain executives executed insider stock sales. The combination of record policy growth, stronger adjusted earnings and a raised 2025 outlook points to management confidence in the current business trajectory and the specialty insurance niche Hagerty focuses on. Insider selling can matter for sentiment, so it is worth checking the size and frequency of those sales relative to overall ownership and any stated liquidity or diversification plans.新しいナラティブ • May 10Claims And Marketplace Investments Will Reshape Earnings While Keeping Valuation ReasonableCatalysts 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?お知らせ • May 08Hagerty, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. reaffirmed earnings guidance for the year ending December 31, 2026. For the year, the company expects total revenue to be between $1,280,000,000 to $1,300,000,000, representing a decline of 12% to 11%. Revenue guidance reflects the accounting impact of the Markel Fronting Arrangement. Beginning in 2026, company now control the Essentia book of business with the benefit of MGA services received by Hagerty Re and not Essentia. As a result, commission revenue and the associated ceding commission expense for policies issued through the Markel Fronting Arrangement are now eliminated in consolidation. Company also expect net loss to be $51,000,000 $41,000,000.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.065 loss per share (down from US$0.067 profit in 1Q 2025). Revenue: US$311.8m (down 2.4% from 1Q 2025). Net loss: US$6.52m (down 208% from profit in 1Q 2025). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 73%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 04Hagerty, Inc., Annual General Meeting, Jun 09, 2026Hagerty, Inc., Annual General Meeting, Jun 09, 2026.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Henrik Bjornstad was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 23Hagerty, Inc. to Report Q1, 2026 Results on May 06, 2026Hagerty, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026ナラティブ更新 • Apr 22HGTY: Trimmed Price View Will Support Upside From Revised P E ExpectationsAnalysts 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.ナラティブ更新 • Apr 08HGTY: Trimmed Price View Will Support Constructive Stance On UndervaluationAnalysts 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.Major Estimate Revision • Mar 24Consensus EPS estimates upgraded to US$0.39 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.47 to -US$0.385 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 5.8% next year. Consensus price target of US$13.57 unchanged from last update. Share price was steady at US$10.56 over the past week.ナラティブ更新 • Mar 24HGTY: Refined Outlook On Markel Fronting Arrangement Will Support Undervaluation ThesisThe 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.Major Estimate Revision • Mar 15Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$1.32b to US$1.29b. Now expected to report a loss of US$0.47 per share instead of US$0.562 per share profit previously forecast. Insurance industry in the US expected to see average net income growth of 6.5% next year. Consensus price target down from US$14.14 to US$13.57. Share price was steady at US$10.23 over the past week.ナラティブ更新 • Mar 10HGTY: Higher Margin Outlook Will Support Constructive Undervaluation ThesisAnalysts 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.Major Estimate Revision • Mar 05Consensus EPS estimates fall by 51%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$1.37b to US$1.32b. EPS estimate also fell from US$1.21 per share to US$0.59 per share. Net income forecast to shrink 170% next year vs 8.8% growth forecast for Insurance industry in the US . Consensus price target up from US$13.67 to US$14.14. Share price fell 6.9% to US$10.82 over the past week.Reported Earnings • Feb 27Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.44 (up from US$0.10 in FY 2024). Revenue: US$1.46b (up 21% from FY 2024). Net income: US$41.5m (up 366% from FY 2024). Profit margin: 2.8% (up from 0.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26Hagerty, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. provided earnings guidance for the year ending December 31, 2026. For the year, the company expects total revenue to be between $1,280,000,000 to $1,300,000,000. Total revenue change to be between negative 12% to negative 11%, as Markel related commission revenue is eliminated under the new fronting arrangement. Net loss to be between $51,000,000 to $41,000,000.ナラティブ更新 • Feb 24HGTY: Stable Return Assumptions Will Support Constructive Undervaluation OutlookAnalysts 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.お知らせ • Feb 13Hagerty, Inc. to Report Q4, 2025 Results on Feb 26, 2026Hagerty, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026お知らせ • Feb 10Hagerty, Inc. Promotes Marc Burns to Chief Marketing Officer and Appoints Matt Teshera as Senior Vice President of MarketingHagerty, Inc. has promoted Marc Burns to Chief Marketing Officer and appointed Matt Teshera as Senior Vice President of Marketing. In this newly created role, Burns will be responsible for growing new and deepening existing member relationships. His focus will be building awareness and distinctiveness of the brand, unifying the different parts of the business to deliver a fully integrated membership experience and delivering high impact marketing initiatives. As SVP of Marketing, Teshera will be responsible for marketing strategy, membership, insights and marcom. Reporting to Burns, his focus will be the evolution of membership into a bespoke, tiered experience that through better integration drives improved member value, benefits and loyalty over time. His responsibilities also include research and insight generation, and efficient, high-impact marketing execution. Teshera was most recently Vice President, Consumer Acquisition and Growth at AT&T, where he was responsible for integrated consumer marketing strategy and execution. Over 17 years he held a range of positions including Vice President, Broadband Marketing and Advanced Analytics, and Senior Vice President of Enterprise Data Solutions at Warner Media, an AT&T owned company. Matt has an MBA in Marketing and Management from California State University, Long Beach.ナラティブ更新 • Feb 09HGTY: 2026 Inflection Expectations And Higher Outlook Will Guide Measured Return ViewAnalysts 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.ナラティブ更新 • Jan 25HGTY: 2026 Inflection And New Partnership Will Shape Measured Return OutlookAnalysts 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.ナラティブ更新 • Jan 10HGTY: 2026 Earnings Inflection And New Partnership Will Guide Balanced OutlookAnalysts 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.ナラティブ更新 • Dec 16HGTY: 2026 Margin Inflection And Partnerships Will Shape Balanced Share OutlookAnalysts 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.分析記事 • Dec 15Does 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...ナラティブ更新 • Dec 02HGTY: Margin Expansion And 2026 Will Steer Share Performance Amid RisksHagerty’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.Major Estimate Revision • Nov 20Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.547 to US$0.40 per share. Revenue forecast steady at US$1.39b. Net income forecast to grow 202% next year vs 9.9% growth forecast for Insurance industry in the US. Consensus price target of US$13.71 unchanged from last update. Share price fell 3.4% to US$13.26 over the past week.ナラティブ更新 • Nov 18HGTY: Margin Expansion And 2026 Inflection Will Shape The OutlookAnalysts 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.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$13.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Insurance industry in the US. Total returns to shareholders of 57% over the past three years.Major Estimate Revision • Nov 11Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.36b to US$1.39b. EPS estimate increased from US$0.488 to US$0.547 per share. Net income forecast to grow 144% next year vs 9.1% growth forecast for Insurance industry in the US. Consensus price target up from US$13.29 to US$13.57. Share price rose 19% to US$13.21 over the past week.Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.22 (up from US$0.031 in 3Q 2024). Revenue: US$380.0m (up 18% from 3Q 2024). Net income: US$20.8m (up US$18.1m from 3Q 2024). Profit margin: 5.5% (up from 0.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04Hagerty, Inc. Revises Earnings Guidance for the Year Ending December 31, 2025Hagerty, Inc. revised earnings guidance for the year ending December 31, 2025. For the year, the company revised total revenue of $1,368,000,000 to $1,380,000,000 compared to previous guidance of $1,356,000,000 to $1,368,000,000. Net income of $124,000,000 to $129,000,000 compared to previous guidance of $112,000,000 to $120,000,000.ナラティブ更新 • Nov 01HGTY: State Farm Partnership Expansion Will Boost Market LeadershipAnalysts 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.お知らせ • Oct 22Hagerty, Inc. to Report Q3, 2025 Results on Nov 04, 2025Hagerty, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025ナラティブ更新 • Oct 17State Farm Partnership And European Auctions Will Fuel Future MarketsAnalysts 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 15Hagerty: Solid Moat With Growth Catalysts To Drive Accelerating Revenue GrowthSummary 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ナラティブ更新 • Oct 03State Farm Partnership And European Auctions Will Fuel Future MarketsAnalysts 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.ナラティブ更新 • Sep 18State Farm Partnership And European Auctions Will Fuel Future MarketsAnalysts 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.Major Estimate Revision • Sep 17Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.73 to US$0.613. Revenue forecast unchanged from US$1.37b at last update. Net income forecast to grow 436% next year vs 15% growth forecast for Insurance industry in the US. Consensus price target of US$12.75 unchanged from last update. Share price rose 4.4% to US$13.02 over the past week.Major Estimate Revision • Sep 04Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.02 to US$0.73 per share. Revenue forecast steady at US$1.36b. Net income forecast to grow 311% next year vs 13% growth forecast for Insurance industry in the US. Consensus price target of US$12.00 unchanged from last update. Share price rose 2.3% to US$11.50 over the past week.Recent Insider Transactions Derivative • Aug 28Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$11.02, it would amount to US$316k. Since September 2024, Robert's direct individual holding has decreased from 7.89m shares to 1.54m. Company insiders have collectively sold US$85m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Aug 28Cloud-Based Insurance Will Expand Enthusiast And Collector MarketsAnalysts 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.Price Target Changed • Aug 27Price target increased by 14% to US$12.00Up from US$10.50, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of US$11.14. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$0.10 last year.お知らせ • Aug 27Hagerty Introduces Complimentary Severe Weather Storage Service for Florida MembersHagerty, in partnership with Way, has launched Hagerty Safe Storage Concierge, which will provide five days of secure, enclosed storage above the estimated surge line during severe weather. There is no additional charge for Hagerty insured members. The service will initially be available in the Tampa and Miami metropolitan areas. Through email alerts, members will be notified of incoming severe weather and can bring their insured collector vehicles to participating garages. Parking is available on a first-come, first-served basis, and members may continue to store their vehicles beyond five days at their own cost. The experience is powered by Way's digital platform, enabling seamless reservation, access and check-out for participating garages. The first of its kind program is driven by customer input, Briglia said, with more than 90% of those surveyed expressing interest in using it. Interestingly, 75% of respondents said they have personally experienced a hurricane or tropical storm. The majority indicated they would evacuate their vehicles for a Category 3 hurricane or stronger. Hagerty Safe Storage concierge is available at no additional cost to Hagerty members with Florida insurance policies underwritten by Essentia Insurance Company. This service is currently offered as a pilot program in Florida and is not a reimbursable insurance benefit. Hagerty members in Florida already benefit from evacuation expense coverage and may use it in conjunction with Hagerty Safe Storage Conciersge, for example, to cover the cost of towing their vehicle to a designated garage. Using Hagerty Safe Storage Concerge does not count as a claim or affect a customer's policy.お知らせ • Aug 26Motorlux Hosts Monterey Car Week's Iconic Opening Night, Welcomes Record 4,250 Guests to Sold-Out GatheringMotorlux delivered the iconic opening night for Monterey Car Week on August 13, welcoming a sold-out gathering of 4,250 to its curated installations of world-class cars, breathtaking aviation displays and unparalleled fine cuisine. Guests enjoyed more than 275 collector cars, 15 aviation displays and an elevated culinary experience all staged on the Monterey Jet Center tarmac. Highlights included: 3 Michelin Guide-recognized restaurants including Atelier Cren, Maligne and Coastal Kitchen; Oprah-endorsed Lady & Larder and theatrical live-grill specialists The Meatery included among 20+ additional restaurants; 100-point vintages from Hundred Acre Wines among the 100 offerings poured by 30+ labels; The record sale of a 2005 Maserati MC12 Stradale for $5.2 million, which led 7 other records at Broad Arrow's Monterey Jet Center Auction; The global debut of theShelby Super Snake-R and North American debuts of the Porsche 963 RSP and Alfa Romeo 33 Stradale; Additional thrilling displays of the Jaguar Type 00, RUF CTR 'Yellowbird' Slantnose and the radial engine-powered Meyers Manx Tarmac Touring Edition. Broad Arrow, a Hagerty Company, returned to California'sMonterey Peninsula on August 13-14 for its fourth annual Monterey Jet Center Auction. Beginning on August 13-14 for the fourth annual Monterey Jet Center auction. Beginning on Wednesday, in conjunction with the sold out Motorlux event, the salesroom was buzzing with excitement as cars made their way down the immersive runway-style auction block. The energy of day one carried into day two as Broad Arrow auctioneers Lydia Fenet and Thomas Forrester fielded bids totaling in over $57.4 million in total sales with 80% of all lots sold. Results reflect the particular and continuing strength of modern collectibles, with no less than eight auction world record prices achieved for cars built in 1980 or later. The top lot of the sale, a 2005 Maserati MC 12 Stradale, led $5,202,500, becoming the most valuable modern Maserati sold at auction. Complete results and information on upcoming auctions are available at broadarrowauctions.com. Automotive highlights across curated themes included "From Stuttgart with Love," the "200 MPH Club," "America's Wild Horse" and "The Mercedes Maestro." Additionally, fresh off the Pikes Peak Hill Climb, The Dixie, a BBI Autosport-built 2023 Porsche 992 TurboCup, took the spotlight at Motorlux. With 1,100 horsepower at 9,000 rpm from Garrett turbos and a bespoke BBI engine package, this purpose-built hill climb machine impressed guests with fully integrated Bosch electronics, adjustable ABS and traction control, and anero package engineered for peak performance. It's a bold showcase of the Mobil 1 brand's relentless drive for innovation. Motorlux proudly supports the CHP 11-99 Foundation, providing assistance to California Highway Patrol families in crisis. The event also benefits the Navy Postgraduate School Foundation, with members of the school's car club volunteers at the event and assisting with the Broad Arrow Auction.Recent Insider Transactions Derivative • Aug 17Chairman & CEO exercised options and sold US$11m worth of stockOn the 13th of August, McKeel Hagerty exercised options to acquire 1m shares at no cost and sold these for an average price of US$8.92 per share. This trade did not impact their existing holding. For the year to December 2020, McKeel's total compensation was 27% salary and 73% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, McKeel has owned 502.39k shares directly. Company insiders have collectively sold US$85m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$11.03, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Insurance industry in the US. Total loss to shareholders of 13% over the past three years.お知らせ • Aug 08Hagerty, Inc. has completed a Follow-on Equity Offering in the amount of $90.598 million.Hagerty, Inc. has completed a Follow-on Equity Offering in the amount of $90.598 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 9,700,000 Price\Range: $9.34 Discount Per Security: $0.4203お知らせ • Aug 07Hagerty, Inc. has filed a Follow-on Equity Offering.Hagerty, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,700,000Reported Earnings • Aug 05Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.10 (up from US$0.092 in 2Q 2024). Revenue: US$368.7m (up 18% from 2Q 2024). Net income: US$9.10m (up 15% from 2Q 2024). Profit margin: 2.5% (in line with 2Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 04Hagerty, Inc. Increases Earnings Guidance for the Year 2025Hagerty, Inc. increased earnings guidance for the year 2025. For the year company now expects total revenue of $1,356,000- $1,368,000 growth of 13-14% compared to $1,344,000- $1,356,000 previously. Net income in the range of $112,000 - $120,000 compared to $102,000- $110,000 previously Net Income growth of 43-53%.お知らせ • Aug 01Hagerty, Inc. Appoints Adam Van Loon as Senior Vice President of Insurance Distribution and Jesse McKendry as Senior Vice President of Insurance ProductHagerty, Inc. has strengthened its insurance leadership team with the addition of two experienced executives. Adam Van Loon has been named Senior Vice President of Insurance Distribution, and Jesse McKendry will serve as Senior Vice President of Insurance Product. These strategic hires reflect Hagerty's continued investment in expanding its insurance capabilities to better serve its members and partners. Van Loon and McKendry both bring experience in distribution strategy, product innovation, and growth execution. Van Loon will lead Hagerty's insurance sales strategy across North America. He will focus on accelerating healthy growth through broker networks, agent networks, and partnerships, all while strengthening a high-performing, customer-first culture. Most recently, Van Loon served as Chief Partnerships Officer at Plymouth Rock Assurance. He brings additional global leadership experience from Chubb, Signal Mutual, and Bain & Company. McKendry is responsible for driving continuous and transformational improvement for Hagerty's insurance products. This includes product development and implementation, pricing, underwriting, reserving, and reinsurance. His focus will be on expanding and evolving Hagerty's offerings through data and customer driven insights. McKendry brings to his role at Hagerty more than two decades of experience from GEICO, Lemonade, Metromile, and Progressive.お知らせ • Jul 22Hagerty, Inc. to Report Q2, 2025 Results on Aug 04, 2025Hagerty, Inc. announced that they will report Q2, 2025 results at 9:00 AM, Eastern Standard Time on Aug 04, 2025Recent Insider Transactions Derivative • Jul 10Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of July. If the sale is conducted around the recent share price of US$10.07, it would amount to US$995k. Since September 2024, Robert's direct individual holding has decreased from 7.89m shares to 6.44m. Company insiders have collectively bought US$48k more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Jul 10Hagerty, Inc Appoints Marc Burns as Senior Vice President of Brand and MarketingHagerty, Inc., has named Marc Burns as its new Senior Vice President of Brand and Marketing, effective July 14, 2025. In this newly created role, Burns' focus will lead the integration and elevation of Hagerty's brand experience across all member touchpoints. He will be responsible for unifying brand and member engagement strategies, enhancing brand reputation, and delivering efficient, high-impact marketing initiatives as the company works toward doubling its policies in force by 2030. Before joining Hagerty, Burns served as Vice President, Marketing, Advertising & Social Media at AT&T where he was key to reshaping the business' brand strategy, and spearheaded major marketing initiatives for the company. He also held senior leadership roles at BBDO and Leo Burnett, working with iconic brands such as Wells Fargo, Subaru, Mattel and McDonald's.Recent Insider Transactions Derivative • Jun 25Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 31k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of June. If the sale is conducted around the recent share price of US$10.14, it would amount to US$315k. Since June 2024, Robert's direct individual holding has decreased from 5.79m shares to 3.84m. Company insiders have collectively sold US$119k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jun 01Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of May. If the sale is conducted around the recent share price of US$9.72, it would amount to US$156k. Since June 2024, Robert's direct individual holding has decreased from 5.79m shares to 3.97m. Company insiders have collectively sold US$119k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 27Shareholders Will Probably Not Have Any Issues With Hagerty, Inc.'s (NYSE:HGTY) CEO CompensationKey Insights Hagerty's Annual General Meeting to take place on 3rd of June CEO McKeel Hagerty's total compensation...Major Estimate Revision • May 18Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.39 to US$1.19 per share. Revenue forecast steady at US$1.36b. Net income forecast to grow 196% next year vs 12% growth forecast for Insurance industry in the US. Consensus price target of US$10.50 unchanged from last update. Share price was steady at US$9.68 over the past week.Recent Insider Transactions Derivative • May 09Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 34k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of May. If the sale is conducted around the recent share price of US$9.67, it would amount to US$327k. Since June 2024, Robert's direct individual holding has decreased from 5.79m shares to 4.13m. Company insiders have collectively sold US$148k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 08Broad Arrow Auctions Presents Latest Collaboration by Hagerty and Henry CatchpoleBroad Arrow Auctions, a Hagerty company, presents the latest collaboration by Hagerty and Henry Catchpole, in which the highly respected motoring journalist tackles a circuit in Sweden in the extremely rare second-generation Honda NSX-R. This very desirable 2000s supercar is one of 70 collector cars to be auctioned at the inaugural Broad Arrow Concorso d'Eleganza Villa d'Este Auction on 24-25 May. The Gellerasen Arena near Karlskoga in Sweden is not a circuit many will be familiar with, including Catchpole itself. However, with his usual instinctive style, he quickly learned the 2.35km-long track, which was created in 1949. Its history has witnessed non-championship Formula One races, Grand Prix motorcycle racing and more recently, the Swedish Touring Car Championship and Porsche Carrera Cup Scandinavia.amous motorsport stars have competed there too, including Barry Sheene, Jack Brabham, Jim Clark and Sir Stirling Moss. On this occasion, the star was the Honda NSX-R, one of the most revered supercars of its era, with head-turning looks and impressive performance. The ultimate version of the iconic NSX was created to respond to powerful approvals from contemporary European sports car manufacturers, and Honda's engineers successfully delivered. Its 3.2-litre VTEC V6 engine delivered 290hp, and the NSX-R proved its mettle when it matched the time of the Ferrari 360 Challenge Stradale on the Nurburgring Nordschleife. Introduced in 2002, exclusively for the Japanese market, the second-generation NSX-R perfectly epitomised the spirit of Honda's Type R models, with every aspect of the NSX refined. It benefited from the extensive use of carbon fibre, including the world's first one-piece hollow-form carbon fibre rear spoiler in a production vehicle. Significant upgrades were made to its aerodynamics and cooling, all contributing to its enhanced performance and exceptional high-speed stability. Less than 140 examples of the NA2 NSX-R were produced, making it a very rare supercar and a worthy star of Hagerty and Catchpole's latest dramatic film. Broad Arrow is excited to present this very same 2003 Honda NSX-R for auction at its inaugural Concorso d'Elevenza Villa d'Este sale on 24-25 May. Finished in Championship White, it features an interior trimmed in red Alcantara and has been meticulously maintained by its owner in Sweden, with the odometer showing only 15,806km.分析記事 • May 08With EPS Growth And More, Hagerty (NYSE:HGTY) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...New Risk • May 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 63% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • May 07First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$0.072 (up from US$0.035 loss in 1Q 2024). Revenue: US$319.6m (up 18% from 1Q 2024). Net income: US$6.50m (up US$9.45m from 1Q 2024). Profit margin: 2.0% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 07Hagerty, Inc. Reaffirms Earnings Guidance for the Year 2025Hagerty, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects total Revenue of $1,344,000,000 -$1,356,000,000 or growth of 12%-13% and Net Income of $102,000,000 - $110,000,000 or growth of 30%-40%.お知らせ • Apr 28Hagerty, Inc., Annual General Meeting, Jun 03, 2025Hagerty, Inc., Annual General Meeting, Jun 03, 2025.お知らせ • Apr 24Hagerty, Inc. to Report Q1, 2025 Results on May 07, 2025Hagerty, Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025お知らせ • Apr 17Hagerty, Inc. Announces Board ChangesOn April 16, 2025, F. Michael Crowley, a member of the Board of Directors (the "Board") of Hagerty, Inc. (the "Company"), informed the Company that he does not intend to stand for re-election at the Company's 2025 annual meeting of stockholders (the "Annual Meeting"). Mr. Crowley's Board service, including his membership on the Company's Talent, Culture, and Compensation and Nominating and Governance Committees, will end immediately prior to the Annual Meeting, which is expected to take place on June 3, 2025. Mr. Crowley’s decision not to stand for re-election is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Pursuant to the Investor Rights Agreement, dated August 17, 2021, among the Company, Hagerty Holding Corp., State Farm Automobile Insurance Company, and Markel Group Inc. ("Markel"), Markel is entitled to designate a director to the Board, and Mr. Crowley has historically served as Markel's designee. In connection with Mr. Crowley's departure, Markel has designated Michael R. Heaton, who currently serves as Markel's Executive Vice President & Chief Operating Officer, to serve as its designee on the Board. Mr. Heaton's designation is subject to Mr. Crowley ceasing to be a member of the Board immediately prior to the Annual Meeting and Mr. Heaton's election as a director at the Annual Meeting.Price Target Changed • Apr 08Price target decreased by 8.7% to US$10.50Down from US$11.50, the current price target is an average from 2 analysts. New target price is 26% above last closing price of US$8.34. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of US$1.51 for next year compared to US$0.10 last year.Major Estimate Revision • Mar 14Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.70 to US$1.51 per share. Revenue forecast steady at US$1.35b. Net income forecast to grow 1,116% next year vs 8.2% growth forecast for Insurance industry in the US. Consensus price target of US$11.00 unchanged from last update. Share price fell 4.5% to US$9.33 over the past week.お知らせ • Mar 05Hagerty, Inc. Provides Financial Guidance for the Full Year of 2025Hagerty, Inc. provides financial guidance for the full year of 2025. For the period, the company expects total written premium to be $1,180,000,000 to $1,191,000,000, total revenue to be $1,344,000,000 to $1,356,000,000, net income to be $102,000,000 to $110,000,000.Reported Earnings • Mar 04Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: US$0.11 (down from US$0.19 in FY 2023). Revenue: US$1.20b (up 20% from FY 2023). Net income: US$9.59m (down 40% from FY 2023). Profit margin: 0.8% (down from 1.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Feb 19Hagerty, Inc. to Report Q4, 2024 Results on Mar 04, 2025Hagerty, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 04, 2025Recent Insider Transactions Derivative • Dec 30Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of December. If the sale is conducted around the recent share price of US$10.13, it would amount to US$112k. Since March 2024, Robert's direct individual holding has increased from 6.19m shares to 7.21m. There has only been one transaction (US$167k sale) from insiders over the last 12 months.Major Estimate Revision • Nov 20Consensus EPS estimates fall by 59%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.32 to US$0.13 per share. Revenue forecast steady at US$1.19b. Net income forecast to grow 332% next year vs 12% growth forecast for Insurance industry in the US. Consensus price target of US$11.50 unchanged from last update. Share price was steady at US$11.06 over the past week.Recent Insider Transactions Derivative • Nov 15Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of November. If the sale is conducted around the recent share price of US$11.15, it would amount to US$303k. Since March 2024, Robert's direct individual holding has increased from 6.19m shares to 7.72m. There has only been one transaction (US$167k sale) from insiders over the last 12 months.Major Estimate Revision • Nov 14Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.47 to US$0.53. Revenue forecast steady at US$1.18b. Net income forecast to grow 320% next year vs 9.5% growth forecast for Insurance industry in the US. Consensus price target up from US$11.00 to US$11.50. Share price fell 7.3% to US$11.08 over the past week.New Risk • Nov 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Nov 08Hagerty, Inc. Revises Earnings Guidance for the Year 2024Hagerty, Inc. revised earnings guidance for the year 2024. The company enow expects, total written premium to be $1,043,000 - $1,043,000 against previous guidance of $1,034,000 - $1,043,000. Total Revenue to be $1,180,000 - $1,190,000 against previous guidance of $1,160,000 - $1,180,000. Net Income to be $65,000 - $74,000 against previous guidance of $76,000 - $84,000.お知らせ • Oct 25Hagerty, Inc. to Report Q3, 2024 Results on Nov 07, 2024Hagerty, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024分析記事 • Sep 13The 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...新しいナラティブ • Sep 03Digital 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.Recent Insider Transactions Derivative • Aug 25Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of August. If the sale is conducted around the recent share price of US$10.82, it would amount to US$132k. Since March 2024, Robert's direct individual holding has increased from 6.19m shares to 8.05m. There has only been one transaction (US$167k sale) from insiders over the last 12 months.Major Estimate Revision • Aug 13Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.79 to US$0.53 per share. Revenue forecast steady at US$1.18b. Net income forecast to grow 256% next year vs 18% growth forecast for Insurance industry in the US. Consensus price target up from US$10.50 to US$11.00. Share price was steady at US$10.47 over the past week.業績と収益の成長予測NYSE:HGTY - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,569255N/AN/A312/31/20271,490172N/AN/A612/31/20261,34220N/AN/A66/30/20261,41516278307N/A3/31/20261,44026165191N/A12/31/20251,45639194219N/A9/30/20251,42133155177N/A6/30/20251,36418132152N/A3/31/20251,29818140163N/A12/31/20241,2429156177N/A9/30/20241,15320169191N/A6/30/20241,10621163185N/A3/31/20241,05415157180N/A12/31/20231,02716107134N/A9/30/2023952-16194N/A6/30/2023893102766N/A3/31/202383821658N/A12/31/2022788321155N/A9/30/2022745-15550N/A6/30/2022696-30-1234N/A3/31/2022658-12-1330N/A12/31/2021619-46-142N/A9/30/2021586-64691N/A6/30/202155453781N/A3/31/2021508-22870N/A12/31/2020500104685N/A12/31/20193974N/A50N/A12/31/20183028N/A46N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HGTYの予測収益成長率 (年間91.1% ) は 貯蓄率 ( 3.7% ) を上回っています。収益対市場: HGTYの収益 ( 91.1% ) はUS市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: HGTYの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: HGTYの収益 ( 5.1% ) US市場 ( 12.9% ) よりも低い成長が予測されています。高い収益成長: HGTYの収益 ( 5.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HGTYの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 62.4 %)。成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/19 18:12終値2026/08/19 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Hagerty, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Charles LedererBMO Capital Markets Equity ResearchMichael ZaremskiBMO Capital Markets Equity ResearchMatthew CarlettiCitizens JMP Securities, LLC8 その他のアナリストを表示
Price Target Changed • Aug 11Price target increased by 7.0% to US$14.38Up from US$13.43, the current price target is an average from 8 analysts. New target price is 12% above last closing price of US$12.78. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$0.031 for next year compared to US$0.41 last year.
お知らせ • Aug 05Hagerty, Inc. Revises Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. revised earnings guidance for the year ending December 31, 2026. For the year, the company revised total revenue of $1,325,000,000 to $1,340,000,000 compared to previous guidance of $1,280,000,000 to $1,300,000,000. Net income of $18,000,000 to $30,000,000 compared to previous guidance of Net loss to be between $51,000,000 to $41,000,000.
Major Estimate Revision • Jul 15Consensus EPS estimates fall from profit to US$0.016 lossThe consensus outlook for fiscal year 2026 has been updated. Expected to report loss instead of -US$0.016 instead of US$0.016 per share profit previously forecast. Revenue forecast unchanged at US$1.30b Insurance industry in the US expected to see average net income growth of 0.9% next year. Consensus price target up from US$12.86 to US$13.43. Share price fell 3.3% to US$11.71 over the past week.
Major Estimate Revision • Jun 02Consensus EPS estimates upgraded to US$0.032 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.237 to -US$0.032 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 0.6% next year. Consensus price target of US$12.86 unchanged from last update. Share price was steady at US$10.39 over the past week.
お知らせ • May 08Hagerty, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. reaffirmed earnings guidance for the year ending December 31, 2026. For the year, the company expects total revenue to be between $1,280,000,000 to $1,300,000,000, representing a decline of 12% to 11%. Revenue guidance reflects the accounting impact of the Markel Fronting Arrangement. Beginning in 2026, company now control the Essentia book of business with the benefit of MGA services received by Hagerty Re and not Essentia. As a result, commission revenue and the associated ceding commission expense for policies issued through the Markel Fronting Arrangement are now eliminated in consolidation. Company also expect net loss to be $51,000,000 $41,000,000.
Major Estimate Revision • Mar 24Consensus EPS estimates upgraded to US$0.39 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.47 to -US$0.385 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 5.8% next year. Consensus price target of US$13.57 unchanged from last update. Share price was steady at US$10.56 over the past week.
ライブニュース • Aug 18Hagerty Lifts 2026 Outlook to Net Income as Private Sales Segment Gains MomentumHagerty upgraded its full-year 2026 outlook from an expected net loss to projected net income of US$18 to 30 million on about US$1.33b in revenue, citing strong momentum in its Broad Arrow Private Sales collector-car segment. The guidance shift is material because it points to a path to profitability while the company still needs to manage underwriting risk within its insurance operations and broader collector-car ecosystem. Hagerty shares trade at US$12.86, with the stock up 16.4% over the past 90 days, which gives investors a recent reference point against the new profit outlook. This combination of improving profit guidance and evidence of active collector-car trading gives Hagerty a clearer earnings story, although execution on underwriting and maintaining private sales volume remains a central risk.
Price Target Changed • Aug 11Price target increased by 7.0% to US$14.38Up from US$13.43, the current price target is an average from 8 analysts. New target price is 12% above last closing price of US$12.78. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$0.031 for next year compared to US$0.41 last year.
お知らせ • Aug 07Broad Arrow Private Sales Presents Rare Lexus LFA Nürburgring Package And Marc Philipp Gemballa Marsien At The Quail By The Peninsula, A Motorsports GatheringBroad Arrow Private Sales brought the most collectible Japanese supercar of the modern era to market, a 2012 Lexus LFA Nürburgring Package. Available through Broad Arrow Private Sales, this highly collectible supercar is one of only 64 LFA models produced with the desirable Nürburgring Package and one of only 25 delivered to the U.S. This extremely rare pinnacle of Lexus design, engineering and craftsmanship is available for immediate acquisition via Broad Arrow Private Sales and will be displayed in ‘The Legacy of Japanese GTs’ celebrated class at the 23rd edition of The Quail by The Peninsula, A Motorsports Gathering on August 14. The LFA will be joined by an equally rare 2021 Marc Philipp Gemballa MARSIEN, presented on Broad Arrow’s stand at The Quail by The Peninsula, A Motorsports Gathering. The Private Sales offerings will be presented alongside 185 collector cars set for Broad Arrow’s inaugural edition of The Quail Auction, the official auction partner of the renowned motorsports and lifestyle event at The Quail Golf Club in Carmel, California. Broad Arrow will also present additional exciting cars available for private sale on its official stand at The Quail by The Peninsula, A Motorsports Gathering, including a rare 2021 Marc Philipp Gemballa MARSIEN. Additional information on the Lexus LFA Nürburgring Package and the Marc Philipp Gemballa MARSIEN available via Broad Arrow Private Sales is found at broadarrowprivatesales.com. Attendees of The Quail by The Peninsula, A Motorsports Gathering are invited to view the cars in person at the August 14 event. All interested parties may contact at Broad Arrow car specialist at info@broadarrowprivatesales.com or by calling +1 313-312-0780.
ナラティブ更新 • Aug 06HGTY: Rising Competition Will Constrain Premium Pricing Power And Future ReturnsHagerty's fair value estimate moves from $11.00 to $12.00 as analysts weigh a higher assumed P/E multiple, shifts in revenue growth expectations, and updated views on profitability in light of recent price target changes and commentary on a more competitive personal lines market. Analyst Commentary Recent commentary on Hagerty points to a mixed setup for investors, with some optimism on the long term opportunity balanced by concern about a more competitive personal lines market and what that could mean for premium trends, profitability, and valuation.
Reported Earnings • Aug 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.016 loss per share (down from US$0.093 profit in 2Q 2025). Revenue: US$354.8m (down 3.8% from 2Q 2025). Net loss: US$1.67m (down 120% from profit in 2Q 2025). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 74%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05Hagerty, Inc. Revises Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. revised earnings guidance for the year ending December 31, 2026. For the year, the company revised total revenue of $1,325,000,000 to $1,340,000,000 compared to previous guidance of $1,280,000,000 to $1,300,000,000. Net income of $18,000,000 to $30,000,000 compared to previous guidance of Net loss to be between $51,000,000 to $41,000,000.
お知らせ • Jul 24Hagerty, Inc. to Report Q2, 2026 Results on Aug 05, 2026Hagerty, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026
Major Estimate Revision • Jul 15Consensus EPS estimates fall from profit to US$0.016 lossThe consensus outlook for fiscal year 2026 has been updated. Expected to report loss instead of -US$0.016 instead of US$0.016 per share profit previously forecast. Revenue forecast unchanged at US$1.30b Insurance industry in the US expected to see average net income growth of 0.9% next year. Consensus price target up from US$12.86 to US$13.43. Share price fell 3.3% to US$11.71 over the past week.
ライブニュース • Jul 02Hagerty Set to Acquire Bennetts for £34 Million Tripling UK Revenue in 2026Hagerty has agreed to acquire Bennetts, the UK’s second-largest specialty motorcycle insurance broker, for £34 million, with closing targeted for the third quarter of 2026, subject to regulatory approval. The deal is expected to be immediately accretive and would lift Hagerty’s UK revenue to roughly £25 million, tripling the size of its local business and expanding its insurance footprint alongside its existing Broad Arrow operations outside the US. Hagerty’s stock trades at $12.06, with the share price up 17.2% over the past 30 days. The Bennetts acquisition signals that Hagerty is leaning further into international specialty insurance. This may increase scale and diversification, but it also adds regulatory and integration work in a new product niche and market.
分析記事 • Jun 19Hagerty (HGTY) Stock Could Be 27.5% Undervalued After Options Spike And Weak ResultsOptions activity in Hagerty (HGTY) has picked up, with high implied volatility on August 2026 calls coinciding with recent disclosures of lower quarterly revenue and a sharp drop in net profit. See our latest analysis for Hagerty. At a share price of $10.87, Hagerty has seen the 90 day share price return of 3.62% contrast with a weaker year to date share price return. The 1 year total shareholder return of 12.53% points to steadier gains for longer term holders, even as recent quarterly...
Major Estimate Revision • Jun 02Consensus EPS estimates upgraded to US$0.032 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.237 to -US$0.032 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 0.6% next year. Consensus price target of US$12.86 unchanged from last update. Share price was steady at US$10.39 over the past week.
新しいナラティブ • May 28Collector Car Data And Risk Retention Will Shape A Stronger Insurance FranchiseCatalysts About Hagerty Hagerty focuses on specialty insurance, membership and marketplace services for auto enthusiasts around the world. What are the underlying business or industry changes driving this perspective?
ライブニュース • May 17Hagerty Lifts 2025 Outlook After Record Q1 Policy Growth and Earnings BeatHagerty reported its strongest first-quarter performance to date, supported by record policy additions and accelerating premium growth. The company cited improved adjusted earnings for the quarter. Management raised its full-year 2025 outlook after what it described as a Q3 earnings beat with strong revenue and profit growth, while certain executives executed insider stock sales. The combination of record policy growth, stronger adjusted earnings and a raised 2025 outlook points to management confidence in the current business trajectory and the specialty insurance niche Hagerty focuses on. Insider selling can matter for sentiment, so it is worth checking the size and frequency of those sales relative to overall ownership and any stated liquidity or diversification plans.
新しいナラティブ • May 10Claims And Marketplace Investments Will Reshape Earnings While Keeping Valuation ReasonableCatalysts 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?
お知らせ • May 08Hagerty, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. reaffirmed earnings guidance for the year ending December 31, 2026. For the year, the company expects total revenue to be between $1,280,000,000 to $1,300,000,000, representing a decline of 12% to 11%. Revenue guidance reflects the accounting impact of the Markel Fronting Arrangement. Beginning in 2026, company now control the Essentia book of business with the benefit of MGA services received by Hagerty Re and not Essentia. As a result, commission revenue and the associated ceding commission expense for policies issued through the Markel Fronting Arrangement are now eliminated in consolidation. Company also expect net loss to be $51,000,000 $41,000,000.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.065 loss per share (down from US$0.067 profit in 1Q 2025). Revenue: US$311.8m (down 2.4% from 1Q 2025). Net loss: US$6.52m (down 208% from profit in 1Q 2025). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates by 73%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 04Hagerty, Inc., Annual General Meeting, Jun 09, 2026Hagerty, Inc., Annual General Meeting, Jun 09, 2026.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Henrik Bjornstad was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 23Hagerty, Inc. to Report Q1, 2026 Results on May 06, 2026Hagerty, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
ナラティブ更新 • Apr 22HGTY: Trimmed Price View Will Support Upside From Revised P E ExpectationsAnalysts 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.
ナラティブ更新 • Apr 08HGTY: Trimmed Price View Will Support Constructive Stance On UndervaluationAnalysts 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.
Major Estimate Revision • Mar 24Consensus EPS estimates upgraded to US$0.39 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.47 to -US$0.385 per share. Revenue forecast steady at US$1.28b. Insurance industry in the US expected to see average net income growth of 5.8% next year. Consensus price target of US$13.57 unchanged from last update. Share price was steady at US$10.56 over the past week.
ナラティブ更新 • Mar 24HGTY: Refined Outlook On Markel Fronting Arrangement Will Support Undervaluation ThesisThe 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.
Major Estimate Revision • Mar 15Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$1.32b to US$1.29b. Now expected to report a loss of US$0.47 per share instead of US$0.562 per share profit previously forecast. Insurance industry in the US expected to see average net income growth of 6.5% next year. Consensus price target down from US$14.14 to US$13.57. Share price was steady at US$10.23 over the past week.
ナラティブ更新 • Mar 10HGTY: Higher Margin Outlook Will Support Constructive Undervaluation ThesisAnalysts 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.
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 51%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$1.37b to US$1.32b. EPS estimate also fell from US$1.21 per share to US$0.59 per share. Net income forecast to shrink 170% next year vs 8.8% growth forecast for Insurance industry in the US . Consensus price target up from US$13.67 to US$14.14. Share price fell 6.9% to US$10.82 over the past week.
Reported Earnings • Feb 27Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.44 (up from US$0.10 in FY 2024). Revenue: US$1.46b (up 21% from FY 2024). Net income: US$41.5m (up 366% from FY 2024). Profit margin: 2.8% (up from 0.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26Hagerty, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026Hagerty, Inc. provided earnings guidance for the year ending December 31, 2026. For the year, the company expects total revenue to be between $1,280,000,000 to $1,300,000,000. Total revenue change to be between negative 12% to negative 11%, as Markel related commission revenue is eliminated under the new fronting arrangement. Net loss to be between $51,000,000 to $41,000,000.
ナラティブ更新 • Feb 24HGTY: Stable Return Assumptions Will Support Constructive Undervaluation OutlookAnalysts 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.
お知らせ • Feb 13Hagerty, Inc. to Report Q4, 2025 Results on Feb 26, 2026Hagerty, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
お知らせ • Feb 10Hagerty, Inc. Promotes Marc Burns to Chief Marketing Officer and Appoints Matt Teshera as Senior Vice President of MarketingHagerty, Inc. has promoted Marc Burns to Chief Marketing Officer and appointed Matt Teshera as Senior Vice President of Marketing. In this newly created role, Burns will be responsible for growing new and deepening existing member relationships. His focus will be building awareness and distinctiveness of the brand, unifying the different parts of the business to deliver a fully integrated membership experience and delivering high impact marketing initiatives. As SVP of Marketing, Teshera will be responsible for marketing strategy, membership, insights and marcom. Reporting to Burns, his focus will be the evolution of membership into a bespoke, tiered experience that through better integration drives improved member value, benefits and loyalty over time. His responsibilities also include research and insight generation, and efficient, high-impact marketing execution. Teshera was most recently Vice President, Consumer Acquisition and Growth at AT&T, where he was responsible for integrated consumer marketing strategy and execution. Over 17 years he held a range of positions including Vice President, Broadband Marketing and Advanced Analytics, and Senior Vice President of Enterprise Data Solutions at Warner Media, an AT&T owned company. Matt has an MBA in Marketing and Management from California State University, Long Beach.
ナラティブ更新 • Feb 09HGTY: 2026 Inflection Expectations And Higher Outlook Will Guide Measured Return ViewAnalysts 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.
ナラティブ更新 • Jan 25HGTY: 2026 Inflection And New Partnership Will Shape Measured Return OutlookAnalysts 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.
ナラティブ更新 • Jan 10HGTY: 2026 Earnings Inflection And New Partnership Will Guide Balanced OutlookAnalysts 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.
ナラティブ更新 • Dec 16HGTY: 2026 Margin Inflection And Partnerships Will Shape Balanced Share OutlookAnalysts 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.
分析記事 • Dec 15Does 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...
ナラティブ更新 • Dec 02HGTY: Margin Expansion And 2026 Will Steer Share Performance Amid RisksHagerty’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.
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.547 to US$0.40 per share. Revenue forecast steady at US$1.39b. Net income forecast to grow 202% next year vs 9.9% growth forecast for Insurance industry in the US. Consensus price target of US$13.71 unchanged from last update. Share price fell 3.4% to US$13.26 over the past week.
ナラティブ更新 • Nov 18HGTY: Margin Expansion And 2026 Inflection Will Shape The OutlookAnalysts 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.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$13.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Insurance industry in the US. Total returns to shareholders of 57% over the past three years.
Major Estimate Revision • Nov 11Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.36b to US$1.39b. EPS estimate increased from US$0.488 to US$0.547 per share. Net income forecast to grow 144% next year vs 9.1% growth forecast for Insurance industry in the US. Consensus price target up from US$13.29 to US$13.57. Share price rose 19% to US$13.21 over the past week.
Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.22 (up from US$0.031 in 3Q 2024). Revenue: US$380.0m (up 18% from 3Q 2024). Net income: US$20.8m (up US$18.1m from 3Q 2024). Profit margin: 5.5% (up from 0.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04Hagerty, Inc. Revises Earnings Guidance for the Year Ending December 31, 2025Hagerty, Inc. revised earnings guidance for the year ending December 31, 2025. For the year, the company revised total revenue of $1,368,000,000 to $1,380,000,000 compared to previous guidance of $1,356,000,000 to $1,368,000,000. Net income of $124,000,000 to $129,000,000 compared to previous guidance of $112,000,000 to $120,000,000.
ナラティブ更新 • Nov 01HGTY: State Farm Partnership Expansion Will Boost Market LeadershipAnalysts 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.
お知らせ • Oct 22Hagerty, Inc. to Report Q3, 2025 Results on Nov 04, 2025Hagerty, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025
ナラティブ更新 • Oct 17State Farm Partnership And European Auctions Will Fuel Future MarketsAnalysts 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 15Hagerty: Solid Moat With Growth Catalysts To Drive Accelerating Revenue GrowthSummary 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
ナラティブ更新 • Oct 03State Farm Partnership And European Auctions Will Fuel Future MarketsAnalysts 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.
ナラティブ更新 • Sep 18State Farm Partnership And European Auctions Will Fuel Future MarketsAnalysts 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.
Major Estimate Revision • Sep 17Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.73 to US$0.613. Revenue forecast unchanged from US$1.37b at last update. Net income forecast to grow 436% next year vs 15% growth forecast for Insurance industry in the US. Consensus price target of US$12.75 unchanged from last update. Share price rose 4.4% to US$13.02 over the past week.
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.02 to US$0.73 per share. Revenue forecast steady at US$1.36b. Net income forecast to grow 311% next year vs 13% growth forecast for Insurance industry in the US. Consensus price target of US$12.00 unchanged from last update. Share price rose 2.3% to US$11.50 over the past week.
Recent Insider Transactions Derivative • Aug 28Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$11.02, it would amount to US$316k. Since September 2024, Robert's direct individual holding has decreased from 7.89m shares to 1.54m. Company insiders have collectively sold US$85m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Aug 28Cloud-Based Insurance Will Expand Enthusiast And Collector MarketsAnalysts 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.
Price Target Changed • Aug 27Price target increased by 14% to US$12.00Up from US$10.50, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of US$11.14. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$0.10 last year.
お知らせ • Aug 27Hagerty Introduces Complimentary Severe Weather Storage Service for Florida MembersHagerty, in partnership with Way, has launched Hagerty Safe Storage Concierge, which will provide five days of secure, enclosed storage above the estimated surge line during severe weather. There is no additional charge for Hagerty insured members. The service will initially be available in the Tampa and Miami metropolitan areas. Through email alerts, members will be notified of incoming severe weather and can bring their insured collector vehicles to participating garages. Parking is available on a first-come, first-served basis, and members may continue to store their vehicles beyond five days at their own cost. The experience is powered by Way's digital platform, enabling seamless reservation, access and check-out for participating garages. The first of its kind program is driven by customer input, Briglia said, with more than 90% of those surveyed expressing interest in using it. Interestingly, 75% of respondents said they have personally experienced a hurricane or tropical storm. The majority indicated they would evacuate their vehicles for a Category 3 hurricane or stronger. Hagerty Safe Storage concierge is available at no additional cost to Hagerty members with Florida insurance policies underwritten by Essentia Insurance Company. This service is currently offered as a pilot program in Florida and is not a reimbursable insurance benefit. Hagerty members in Florida already benefit from evacuation expense coverage and may use it in conjunction with Hagerty Safe Storage Conciersge, for example, to cover the cost of towing their vehicle to a designated garage. Using Hagerty Safe Storage Concerge does not count as a claim or affect a customer's policy.
お知らせ • Aug 26Motorlux Hosts Monterey Car Week's Iconic Opening Night, Welcomes Record 4,250 Guests to Sold-Out GatheringMotorlux delivered the iconic opening night for Monterey Car Week on August 13, welcoming a sold-out gathering of 4,250 to its curated installations of world-class cars, breathtaking aviation displays and unparalleled fine cuisine. Guests enjoyed more than 275 collector cars, 15 aviation displays and an elevated culinary experience all staged on the Monterey Jet Center tarmac. Highlights included: 3 Michelin Guide-recognized restaurants including Atelier Cren, Maligne and Coastal Kitchen; Oprah-endorsed Lady & Larder and theatrical live-grill specialists The Meatery included among 20+ additional restaurants; 100-point vintages from Hundred Acre Wines among the 100 offerings poured by 30+ labels; The record sale of a 2005 Maserati MC12 Stradale for $5.2 million, which led 7 other records at Broad Arrow's Monterey Jet Center Auction; The global debut of theShelby Super Snake-R and North American debuts of the Porsche 963 RSP and Alfa Romeo 33 Stradale; Additional thrilling displays of the Jaguar Type 00, RUF CTR 'Yellowbird' Slantnose and the radial engine-powered Meyers Manx Tarmac Touring Edition. Broad Arrow, a Hagerty Company, returned to California'sMonterey Peninsula on August 13-14 for its fourth annual Monterey Jet Center Auction. Beginning on August 13-14 for the fourth annual Monterey Jet Center auction. Beginning on Wednesday, in conjunction with the sold out Motorlux event, the salesroom was buzzing with excitement as cars made their way down the immersive runway-style auction block. The energy of day one carried into day two as Broad Arrow auctioneers Lydia Fenet and Thomas Forrester fielded bids totaling in over $57.4 million in total sales with 80% of all lots sold. Results reflect the particular and continuing strength of modern collectibles, with no less than eight auction world record prices achieved for cars built in 1980 or later. The top lot of the sale, a 2005 Maserati MC 12 Stradale, led $5,202,500, becoming the most valuable modern Maserati sold at auction. Complete results and information on upcoming auctions are available at broadarrowauctions.com. Automotive highlights across curated themes included "From Stuttgart with Love," the "200 MPH Club," "America's Wild Horse" and "The Mercedes Maestro." Additionally, fresh off the Pikes Peak Hill Climb, The Dixie, a BBI Autosport-built 2023 Porsche 992 TurboCup, took the spotlight at Motorlux. With 1,100 horsepower at 9,000 rpm from Garrett turbos and a bespoke BBI engine package, this purpose-built hill climb machine impressed guests with fully integrated Bosch electronics, adjustable ABS and traction control, and anero package engineered for peak performance. It's a bold showcase of the Mobil 1 brand's relentless drive for innovation. Motorlux proudly supports the CHP 11-99 Foundation, providing assistance to California Highway Patrol families in crisis. The event also benefits the Navy Postgraduate School Foundation, with members of the school's car club volunteers at the event and assisting with the Broad Arrow Auction.
Recent Insider Transactions Derivative • Aug 17Chairman & CEO exercised options and sold US$11m worth of stockOn the 13th of August, McKeel Hagerty exercised options to acquire 1m shares at no cost and sold these for an average price of US$8.92 per share. This trade did not impact their existing holding. For the year to December 2020, McKeel's total compensation was 27% salary and 73% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, McKeel has owned 502.39k shares directly. Company insiders have collectively sold US$85m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$11.03, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Insurance industry in the US. Total loss to shareholders of 13% over the past three years.
お知らせ • Aug 08Hagerty, Inc. has completed a Follow-on Equity Offering in the amount of $90.598 million.Hagerty, Inc. has completed a Follow-on Equity Offering in the amount of $90.598 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 9,700,000 Price\Range: $9.34 Discount Per Security: $0.4203
お知らせ • Aug 07Hagerty, Inc. has filed a Follow-on Equity Offering.Hagerty, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,700,000
Reported Earnings • Aug 05Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.10 (up from US$0.092 in 2Q 2024). Revenue: US$368.7m (up 18% from 2Q 2024). Net income: US$9.10m (up 15% from 2Q 2024). Profit margin: 2.5% (in line with 2Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 04Hagerty, Inc. Increases Earnings Guidance for the Year 2025Hagerty, Inc. increased earnings guidance for the year 2025. For the year company now expects total revenue of $1,356,000- $1,368,000 growth of 13-14% compared to $1,344,000- $1,356,000 previously. Net income in the range of $112,000 - $120,000 compared to $102,000- $110,000 previously Net Income growth of 43-53%.
お知らせ • Aug 01Hagerty, Inc. Appoints Adam Van Loon as Senior Vice President of Insurance Distribution and Jesse McKendry as Senior Vice President of Insurance ProductHagerty, Inc. has strengthened its insurance leadership team with the addition of two experienced executives. Adam Van Loon has been named Senior Vice President of Insurance Distribution, and Jesse McKendry will serve as Senior Vice President of Insurance Product. These strategic hires reflect Hagerty's continued investment in expanding its insurance capabilities to better serve its members and partners. Van Loon and McKendry both bring experience in distribution strategy, product innovation, and growth execution. Van Loon will lead Hagerty's insurance sales strategy across North America. He will focus on accelerating healthy growth through broker networks, agent networks, and partnerships, all while strengthening a high-performing, customer-first culture. Most recently, Van Loon served as Chief Partnerships Officer at Plymouth Rock Assurance. He brings additional global leadership experience from Chubb, Signal Mutual, and Bain & Company. McKendry is responsible for driving continuous and transformational improvement for Hagerty's insurance products. This includes product development and implementation, pricing, underwriting, reserving, and reinsurance. His focus will be on expanding and evolving Hagerty's offerings through data and customer driven insights. McKendry brings to his role at Hagerty more than two decades of experience from GEICO, Lemonade, Metromile, and Progressive.
お知らせ • Jul 22Hagerty, Inc. to Report Q2, 2025 Results on Aug 04, 2025Hagerty, Inc. announced that they will report Q2, 2025 results at 9:00 AM, Eastern Standard Time on Aug 04, 2025
Recent Insider Transactions Derivative • Jul 10Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of July. If the sale is conducted around the recent share price of US$10.07, it would amount to US$995k. Since September 2024, Robert's direct individual holding has decreased from 7.89m shares to 6.44m. Company insiders have collectively bought US$48k more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Jul 10Hagerty, Inc Appoints Marc Burns as Senior Vice President of Brand and MarketingHagerty, Inc., has named Marc Burns as its new Senior Vice President of Brand and Marketing, effective July 14, 2025. In this newly created role, Burns' focus will lead the integration and elevation of Hagerty's brand experience across all member touchpoints. He will be responsible for unifying brand and member engagement strategies, enhancing brand reputation, and delivering efficient, high-impact marketing initiatives as the company works toward doubling its policies in force by 2030. Before joining Hagerty, Burns served as Vice President, Marketing, Advertising & Social Media at AT&T where he was key to reshaping the business' brand strategy, and spearheaded major marketing initiatives for the company. He also held senior leadership roles at BBDO and Leo Burnett, working with iconic brands such as Wells Fargo, Subaru, Mattel and McDonald's.
Recent Insider Transactions Derivative • Jun 25Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 31k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of June. If the sale is conducted around the recent share price of US$10.14, it would amount to US$315k. Since June 2024, Robert's direct individual holding has decreased from 5.79m shares to 3.84m. Company insiders have collectively sold US$119k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jun 01Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of May. If the sale is conducted around the recent share price of US$9.72, it would amount to US$156k. Since June 2024, Robert's direct individual holding has decreased from 5.79m shares to 3.97m. Company insiders have collectively sold US$119k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 27Shareholders Will Probably Not Have Any Issues With Hagerty, Inc.'s (NYSE:HGTY) CEO CompensationKey Insights Hagerty's Annual General Meeting to take place on 3rd of June CEO McKeel Hagerty's total compensation...
Major Estimate Revision • May 18Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.39 to US$1.19 per share. Revenue forecast steady at US$1.36b. Net income forecast to grow 196% next year vs 12% growth forecast for Insurance industry in the US. Consensus price target of US$10.50 unchanged from last update. Share price was steady at US$9.68 over the past week.
Recent Insider Transactions Derivative • May 09Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 34k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of May. If the sale is conducted around the recent share price of US$9.67, it would amount to US$327k. Since June 2024, Robert's direct individual holding has decreased from 5.79m shares to 4.13m. Company insiders have collectively sold US$148k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 08Broad Arrow Auctions Presents Latest Collaboration by Hagerty and Henry CatchpoleBroad Arrow Auctions, a Hagerty company, presents the latest collaboration by Hagerty and Henry Catchpole, in which the highly respected motoring journalist tackles a circuit in Sweden in the extremely rare second-generation Honda NSX-R. This very desirable 2000s supercar is one of 70 collector cars to be auctioned at the inaugural Broad Arrow Concorso d'Eleganza Villa d'Este Auction on 24-25 May. The Gellerasen Arena near Karlskoga in Sweden is not a circuit many will be familiar with, including Catchpole itself. However, with his usual instinctive style, he quickly learned the 2.35km-long track, which was created in 1949. Its history has witnessed non-championship Formula One races, Grand Prix motorcycle racing and more recently, the Swedish Touring Car Championship and Porsche Carrera Cup Scandinavia.amous motorsport stars have competed there too, including Barry Sheene, Jack Brabham, Jim Clark and Sir Stirling Moss. On this occasion, the star was the Honda NSX-R, one of the most revered supercars of its era, with head-turning looks and impressive performance. The ultimate version of the iconic NSX was created to respond to powerful approvals from contemporary European sports car manufacturers, and Honda's engineers successfully delivered. Its 3.2-litre VTEC V6 engine delivered 290hp, and the NSX-R proved its mettle when it matched the time of the Ferrari 360 Challenge Stradale on the Nurburgring Nordschleife. Introduced in 2002, exclusively for the Japanese market, the second-generation NSX-R perfectly epitomised the spirit of Honda's Type R models, with every aspect of the NSX refined. It benefited from the extensive use of carbon fibre, including the world's first one-piece hollow-form carbon fibre rear spoiler in a production vehicle. Significant upgrades were made to its aerodynamics and cooling, all contributing to its enhanced performance and exceptional high-speed stability. Less than 140 examples of the NA2 NSX-R were produced, making it a very rare supercar and a worthy star of Hagerty and Catchpole's latest dramatic film. Broad Arrow is excited to present this very same 2003 Honda NSX-R for auction at its inaugural Concorso d'Elevenza Villa d'Este sale on 24-25 May. Finished in Championship White, it features an interior trimmed in red Alcantara and has been meticulously maintained by its owner in Sweden, with the odometer showing only 15,806km.
分析記事 • May 08With EPS Growth And More, Hagerty (NYSE:HGTY) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
New Risk • May 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 63% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • May 07First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$0.072 (up from US$0.035 loss in 1Q 2024). Revenue: US$319.6m (up 18% from 1Q 2024). Net income: US$6.50m (up US$9.45m from 1Q 2024). Profit margin: 2.0% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 07Hagerty, Inc. Reaffirms Earnings Guidance for the Year 2025Hagerty, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects total Revenue of $1,344,000,000 -$1,356,000,000 or growth of 12%-13% and Net Income of $102,000,000 - $110,000,000 or growth of 30%-40%.
お知らせ • Apr 28Hagerty, Inc., Annual General Meeting, Jun 03, 2025Hagerty, Inc., Annual General Meeting, Jun 03, 2025.
お知らせ • Apr 24Hagerty, Inc. to Report Q1, 2025 Results on May 07, 2025Hagerty, Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025
お知らせ • Apr 17Hagerty, Inc. Announces Board ChangesOn April 16, 2025, F. Michael Crowley, a member of the Board of Directors (the "Board") of Hagerty, Inc. (the "Company"), informed the Company that he does not intend to stand for re-election at the Company's 2025 annual meeting of stockholders (the "Annual Meeting"). Mr. Crowley's Board service, including his membership on the Company's Talent, Culture, and Compensation and Nominating and Governance Committees, will end immediately prior to the Annual Meeting, which is expected to take place on June 3, 2025. Mr. Crowley’s decision not to stand for re-election is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Pursuant to the Investor Rights Agreement, dated August 17, 2021, among the Company, Hagerty Holding Corp., State Farm Automobile Insurance Company, and Markel Group Inc. ("Markel"), Markel is entitled to designate a director to the Board, and Mr. Crowley has historically served as Markel's designee. In connection with Mr. Crowley's departure, Markel has designated Michael R. Heaton, who currently serves as Markel's Executive Vice President & Chief Operating Officer, to serve as its designee on the Board. Mr. Heaton's designation is subject to Mr. Crowley ceasing to be a member of the Board immediately prior to the Annual Meeting and Mr. Heaton's election as a director at the Annual Meeting.
Price Target Changed • Apr 08Price target decreased by 8.7% to US$10.50Down from US$11.50, the current price target is an average from 2 analysts. New target price is 26% above last closing price of US$8.34. Stock is down 7.5% over the past year. The company is forecast to post earnings per share of US$1.51 for next year compared to US$0.10 last year.
Major Estimate Revision • Mar 14Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.70 to US$1.51 per share. Revenue forecast steady at US$1.35b. Net income forecast to grow 1,116% next year vs 8.2% growth forecast for Insurance industry in the US. Consensus price target of US$11.00 unchanged from last update. Share price fell 4.5% to US$9.33 over the past week.
お知らせ • Mar 05Hagerty, Inc. Provides Financial Guidance for the Full Year of 2025Hagerty, Inc. provides financial guidance for the full year of 2025. For the period, the company expects total written premium to be $1,180,000,000 to $1,191,000,000, total revenue to be $1,344,000,000 to $1,356,000,000, net income to be $102,000,000 to $110,000,000.
Reported Earnings • Mar 04Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: US$0.11 (down from US$0.19 in FY 2023). Revenue: US$1.20b (up 20% from FY 2023). Net income: US$9.59m (down 40% from FY 2023). Profit margin: 0.8% (down from 1.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Feb 19Hagerty, Inc. to Report Q4, 2024 Results on Mar 04, 2025Hagerty, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 04, 2025
Recent Insider Transactions Derivative • Dec 30Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of December. If the sale is conducted around the recent share price of US$10.13, it would amount to US$112k. Since March 2024, Robert's direct individual holding has increased from 6.19m shares to 7.21m. There has only been one transaction (US$167k sale) from insiders over the last 12 months.
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 59%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.32 to US$0.13 per share. Revenue forecast steady at US$1.19b. Net income forecast to grow 332% next year vs 12% growth forecast for Insurance industry in the US. Consensus price target of US$11.50 unchanged from last update. Share price was steady at US$11.06 over the past week.
Recent Insider Transactions Derivative • Nov 15Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of November. If the sale is conducted around the recent share price of US$11.15, it would amount to US$303k. Since March 2024, Robert's direct individual holding has increased from 6.19m shares to 7.72m. There has only been one transaction (US$167k sale) from insiders over the last 12 months.
Major Estimate Revision • Nov 14Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.47 to US$0.53. Revenue forecast steady at US$1.18b. Net income forecast to grow 320% next year vs 9.5% growth forecast for Insurance industry in the US. Consensus price target up from US$11.00 to US$11.50. Share price fell 7.3% to US$11.08 over the past week.
New Risk • Nov 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Nov 08Hagerty, Inc. Revises Earnings Guidance for the Year 2024Hagerty, Inc. revised earnings guidance for the year 2024. The company enow expects, total written premium to be $1,043,000 - $1,043,000 against previous guidance of $1,034,000 - $1,043,000. Total Revenue to be $1,180,000 - $1,190,000 against previous guidance of $1,160,000 - $1,180,000. Net Income to be $65,000 - $74,000 against previous guidance of $76,000 - $84,000.
お知らせ • Oct 25Hagerty, Inc. to Report Q3, 2024 Results on Nov 07, 2024Hagerty, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
分析記事 • Sep 13The 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...
新しいナラティブ • Sep 03Digital 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.
Recent Insider Transactions Derivative • Aug 25Independent Director notifies of intention to sell stockRobert Kauffmann intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of August. If the sale is conducted around the recent share price of US$10.82, it would amount to US$132k. Since March 2024, Robert's direct individual holding has increased from 6.19m shares to 8.05m. There has only been one transaction (US$167k sale) from insiders over the last 12 months.
Major Estimate Revision • Aug 13Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.79 to US$0.53 per share. Revenue forecast steady at US$1.18b. Net income forecast to grow 256% next year vs 18% growth forecast for Insurance industry in the US. Consensus price target up from US$10.50 to US$11.00. Share price was steady at US$10.47 over the past week.
