Hagerty, Inc.

NYSE:HGTY 주식 리포트

시가총액: US$3.7b

Hagerty 과거 순이익 실적

과거 기준 점검 5/6

Hagerty은 연평균 53.4%의 비율로 수입이 증가해 온 반면, Insurance 산업은 수입이 14.6% 증가했습니다. 매출은 연평균 20.8%의 비율로 증가했습니다. Hagerty의 자기자본이익률은 13.8%이고 순이익률은 1.8%입니다.

핵심 정보

53.44%

순이익 성장률

5.28%

주당순이익(EPS) 성장률

Insurance 산업 성장률8.02%
매출 성장률20.82%
자기자본이익률13.82%
순이익률1.80%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 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.

매출 및 비용 세부 내역

Hagerty가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:HGTY 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,440266430
31 Dec 251,456396900
30 Sep 251,410317280
30 Jun 251,354176960
31 Mar 251,298166660
31 Dec 241,24295750
30 Sep 241,153205540
30 Jun 241,106215310
31 Mar 241,054155120
31 Dec 231,027164940
30 Sep 23952-14800
30 Jun 23893104630
31 Mar 2383824430
31 Dec 22788324210
30 Sep 22745-153960
30 Jun 22696-303640
31 Mar 22658-123380
31 Dec 21619-463130
30 Sep 21586-62930
30 Jun 2155452700
31 Mar 21508-22510
31 Dec 20500102430
31 Dec 1939741990
31 Dec 1830281470

양질의 수익: HGTY는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: HGTY의 현재 순 이익률 (1.8%)은 지난해 (1.2%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: HGTY는 지난 5년 동안 흑자전환하며 연평균 53.4%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 HGTY 의 수익 증가율(62.1%)은 연간 평균(53.4%)을 초과합니다.

수익 대 산업: HGTY의 지난 1년 수익 증가율(62.1%)은 Insurance 업계의 36.2%를 상회했습니다.


자기자본이익률

높은 ROE: HGTY의 자본 수익률(13.8%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 06:27
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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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