Hagerty, Inc.

NYSE:HGTY 주식 리포트

시가총액: US$3.8b

Hagerty 경영진

경영진 기준 점검 3/4

Hagerty CEO는 McKeel Hagerty, Jan2000 에 임명되었습니다 의 임기는 26.33 년입니다. 총 연간 보상은 $4.73M, 25.1% 급여 및 74.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $18.55M 가치에 해당하는 회사 주식의 0.49% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.3 년과 4.4 년입니다.

핵심 정보

McKeel Hagerty

최고경영자

US$4.7m

총 보수

CEO 급여 비율25.05%
CEO 재임 기간26.3yrs
CEO 지분 보유율0.5%
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간4.4yrs

최근 경영진 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.

CEO 보수 분석

McKeel Hagerty의 보수는 Hagerty의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$26m

Dec 31 2025US$5mUS$1m

US$39m

Sep 30 2025n/an/a

US$31m

Jun 30 2025n/an/a

US$17m

Mar 31 2025n/an/a

US$16m

Dec 31 2024US$3mUS$850k

US$9m

Sep 30 2024n/an/a

US$20m

Jun 30 2024n/an/a

US$21m

Mar 31 2024n/an/a

US$15m

Dec 31 2023US$2mUS$850k

US$16m

Sep 30 2023n/an/a

-US$895k

Jun 30 2023n/an/a

US$10m

Mar 31 2023n/an/a

US$2m

Dec 31 2022US$34mUS$850k

US$32m

Sep 30 2022n/an/a

-US$15m

Jun 30 2022n/an/a

-US$30m

Mar 31 2022n/an/a

-US$12m

Dec 31 2021US$4mUS$840k

-US$46m

Sep 30 2021n/an/a

-US$6m

Jun 30 2021n/an/a

US$5m

Mar 31 2021n/an/a

-US$2m

Dec 31 2020US$3mUS$600k

US$10m

보상 대 시장: McKeel의 총 보수(USD4.73M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.03M)보다 낮습니다.

보상과 수익: McKeel의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

McKeel Hagerty (58 yo)

26.3yrs
재임 기간
US$4,732,132
보수

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


리더십 팀

이름직위재임 기간보수지분
McKeel Hagerty
Chairman & CEO26.3yrsUS$4.73m0.49%
$ 18.6m
Patrick McClymont
Chief Financial Officer3.7yrsUS$2.73m0.15%
$ 5.7m
Russell Page
Chief Information Officer1.6yrsUS$1.85m0.037%
$ 1.4m
Kenneth Ahn
President of Marketplace & Radius4.3yrsUS$1.71m0.078%
$ 2.9m
Jeffrey Briglia
President of Insurance1.9yrsUS$2.34m0.018%
$ 665.5k
Kevin Delaney
Chief Accounting Officer & Corporate Controller3.3yrs데이터 없음0.024%
$ 913.2k
Collette Champagne
Chief Human Resources Officer & Administrative Officer3.3yrsUS$3.26m0.14%
$ 5.3m
Jason Koval
Senior Vice President of Investor Relations & Communications3.9yrs데이터 없음데이터 없음
Diana Chafey
Chief Legal Officer & Corporate Secretary2.8yrs데이터 없음0.012%
$ 442.5k
Marc Burns
Chief Marketing Officerless than a year데이터 없음데이터 없음
Larry Webster
Senior Vice President of Hagerty Mediano data데이터 없음데이터 없음
Shoba Menon
Senior Vice President of Talent4.2yrs데이터 없음데이터 없음
3.3yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 관리: HGTY의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
McKeel Hagerty
Chairman & CEO16.6yrsUS$4.73m0.49%
$ 18.6m
Joe Twyman
Head of UK & EU Consignments and Director of Broad Arrow Auctions2.2yrs데이터 없음데이터 없음
William Swanson
Independent Lead Director4.4yrsUS$255.18k0.45%
$ 16.9m
Robert Kauffmann
Independent Director5.9yrsUS$229.56k0.80%
$ 30.1m
Anthony Kuczinski
Independent Director1.8yrsUS$218.06k0.033%
$ 1.2m
Sabrina Kay
Independent Director4.4yrsUS$225.56k0.028%
$ 1.1m
Michael Heaton
Independent Directorless than a yearUS$160.05k데이터 없음
Randall Harbert
Independent Directorless than a yearUS$223.06k0.033%
$ 1.3m
Laurie Harris
Independent Director6.4yrsUS$239.31k0.016%
$ 610.2k
Henrik Bjornstad
Independent Directorless than a year데이터 없음데이터 없음
Mika Salmi
Independent Director4.4yrsUS$224.93k0.042%
$ 1.6m
4.4yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: HGTY의 이사회경험이 있음으로 간주됩니다(평균 재임 4.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 03:38
종가2026/05/22 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.

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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