Hagerty, Inc.

NYSE:HGTY 주식 리포트

시가총액: US$3.8b

Hagerty 향후 성장

Future 기준 점검 3/6

Hagerty은 연간 수입과 매출이 각각 74.4%와 4.4% 증가할 것으로 예상되고 EPS는 연간 99.7%만큼 증가할 것으로 예상됩니다.

핵심 정보

74.4%

이익 성장률

99.73%

EPS 성장률

Insurance 이익 성장1.9%
매출 성장률4.4%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트14 May 2026

최근 향후 성장 업데이트

Recent updates

새로운 내러티브 • May 10

Claims And Marketplace Investments Will Reshape Earnings While Keeping Valuation Reasonable

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

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

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

HGTY: Trimmed Price View Will Support Constructive Stance On Undervaluation

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

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

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

HGTY: Higher Margin Outlook Will Support Constructive Undervaluation Thesis

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

HGTY: Stable Return Assumptions Will Support Constructive Undervaluation Outlook

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

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

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

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

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

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

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

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

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

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

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 • Dec 02

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

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

HGTY: Margin Expansion And 2026 Inflection Will Shape The Outlook

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

HGTY: State Farm Partnership Expansion Will Boost Market Leadership

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

State Farm Partnership And European Auctions Will Fuel Future Markets

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

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

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

State Farm Partnership And European Auctions Will Fuel Future Markets

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

State Farm Partnership And European Auctions Will Fuel Future Markets

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

Cloud-Based Insurance Will Expand Enthusiast And Collector Markets

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

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

Key Insights Hagerty's Annual General Meeting to take place on 3rd of June CEO McKeel Hagerty's total compensation...
분석 기사 • May 08

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

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Sep 13

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

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

Digital Marketplace And Critical Acquisitions Set To Revolutionize Insurance Giant

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

이익 및 매출 성장 예측

NYSE:HGTY - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,585200N/AN/A2
12/31/20271,501149N/AN/A6
12/31/20261,286-35N/AN/A6
3/31/20261,44026165191N/A
12/31/20251,45639194219N/A
9/30/20251,41031155177N/A
6/30/20251,35417132152N/A
3/31/20251,29816140163N/A
12/31/20241,2429156177N/A
9/30/20241,15320169191N/A
6/30/20241,10621163185N/A
3/31/20241,05415157180N/A
12/31/20231,02716107134N/A
9/30/2023952-16194N/A
6/30/2023893102766N/A
3/31/202383821658N/A
12/31/2022788321155N/A
9/30/2022745-15550N/A
6/30/2022696-30-1234N/A
3/31/2022658-12-1330N/A
12/31/2021619-46-142N/A
9/30/2021586-64691N/A
6/30/202155453781N/A
3/31/2021508-22870N/A
12/31/2020500104685N/A
12/31/20193974N/A50N/A
12/31/20183028N/A46N/A

애널리스트 향후 성장 전망

수입 대 저축률: HGTY 의 연간 예상 수익 증가율(74.4%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: HGTY 의 연간 수익(74.4%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: HGTY 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: HGTY 의 수익(연간 4.4%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: HGTY 의 수익(연간 4.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: HGTY의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 23:31
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Hagerty, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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