Hagerty, Inc.

$10.86 ▲ 2.91%
2026-04-21 07:17:00

Explore Hagerty, Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$3.71 B
Current Price
$10.86
52W High / Low
$14 / $8.37
Stock P/E
75.7
Book Value
$2.2
Dividend Yield
ROCE
ROE
20.91%
Face Value
EPS
$0.37
Exp Qtr EPS
Sector
Financial Services
Industry
Insurance - Property & Casualty
Employees
1,891
Beta
0.93
Debt / Equity
23.82
Current Ratio
1.43
Quick Ratio
Forward P/E
18.78
Price / Sales
2.62
Enterprise Value
$936.16 M
EV / EBITDA
4.3
EV / Revenue
0.64
Rating
Hold
Target Price
$13.57
EPS Forecast (FY)

Pros

  • Healthy return on equity.
  • Strong operating margin profile.

Cons

  • Net margin is relatively low.

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Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales388.1 M379.99 M368.7 M319.59 M291.73 M
Operating Profit
Net Profit8.83 M20.85 M10.97 M8.37 M3.1 M
EPS in Rs0.090.210.110.080.030.03

Profit & Loss

Figures shown in M / B

2025202420232022
Sales1.46 B1.23 B1.04 B829.49 M
Operating Profit147.88 M97.75 M48.85 M
Net Profit49.02 M17.02 M20.23 M32.08 M
EPS in Rs0.490.170.20.32

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets2.09 B1.71 B1.59 B1.31 B
Total Liabilities1.43 B1.19 B1.18 B945.15 M
Equity221.32 M150.32 M92.7 M59.25 M
Current Assets
Current Liabilities

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF218.99 M177.02 M133.71 M55.33 M
Investing CF-185.2 M-618.56 M-52.65 M-91.52 M
Financing CF29.93 M-46.92 M103.16 M-28.08 M
Free CF194.45 M155.68 M107.3 M10.95 M
Capex-24.54 M-21.34 M-26.4 M-44.38 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2024202320222021
Revenue Growth %18.71%25.22%
Earnings Growth %-15.89%-36.93%
Profit Margin %1.38%1.95%3.87%
Operating Margin %7.93%4.7%
Gross Margin %
EBITDA Margin %

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

No dividend history available.

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
State Farm Mutual Automobile Insurance Co Institutional 51.8 M $568.25 M 0.51% 2025-12-31
Neuberger Berman Group, LLC Institutional 8.27 M $90.72 M 0.08% 2025-12-31
Polar Capital Holdings PLC Institutional 5.77 M $63.27 M 0.06% 2025-12-31
T. Rowe Price Investment Management, Inc. Institutional 5.16 M $56.57 M 0.05% 2025-12-31
NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund Mutual Fund 4.81 M $52.77 M 0.05% 2025-12-31
Vanguard Group Inc Institutional 3.42 M $37.47 M 0.03% 2025-12-31
Markel Group Inc Institutional 3.11 M $34.09 M 0.03% 2025-12-31
Greenhaven Road Investment Management, L.p. Institutional 2.62 M $28.7 M 0.03% 2025-12-31
Pembroke Management, LTD Institutional 2.23 M $24.43 M 0.02% 2025-12-31
T. Rowe Price Small-Cap Value Fund, Inc. Mutual Fund 1.44 M $15.8 M 0.01% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund Mutual Fund 1.26 M $13.84 M 0.01% 2025-12-31
T. Rowe Price Small-Cap Stock Fund, Inc. Mutual Fund 1.17 M $12.88 M 0.01% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund Mutual Fund 0.91 M $10.02 M 0.01% 2025-12-31
Lincoln Capital LLC Institutional 0.81 M $8.92 M 0.01% 2025-12-31
Blackrock Inc. Institutional 0.67 M $7.37 M 0.01% 2025-12-31