Hagerty Stock Performance
| HGTY Stock | USD 12.50 0.08 0.64% |
On a scale of 0 to 100, Hagerty holds a performance score of 11. The company retains a Market Volatility (i.e., Beta) of 0.53, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hagerty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hagerty is expected to be smaller as well. Please check Hagerty's sortino ratio, as well as the relationship between the semi variance and rate of daily change , to make a quick decision on whether Hagerty's current trending patterns will revert.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hagerty are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of fairly inconsistent basic indicators, Hagerty showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.64) | Five Day Return (2.57) | Year To Date Return (4.94) | Ten Year Return 28.21 | All Time Return 28.21 |
1 | Hagerty Announces New Partnership with Liberty Mutual | 11/03/2025 |
2 | Keefe, Bruyette Woods Issues Positive Forecast for Hagerty Stock Price | 11/12/2025 |
3 | Disposition of 15000 shares by Kauffman Robert I of Hagerty at 11.12 subject to Rule 16b-3 | 11/14/2025 |
4 | Disposition of 17622 shares by Kauffman Robert I of Hagerty at 12.46 subject to Rule 16b-3 | 12/03/2025 |
5 | Buy It Now, Thank Us Later Hagertys 2026 Bull Market List of 11 Appreciation-Ready Enthusiast Cars | 12/08/2025 |
6 | Disposition of 150000 shares by Kauffman Robert I of Hagerty subject to Rule 16b-3 | 12/22/2025 |
7 | Hagerty, Inc. Hit a 52 Week High, Can the Run Continue | 12/30/2025 |
8 | Disposition of 164870 shares by Kenneth Ahn of Hagerty at 12.79 subject to Rule 16b-3 | 01/05/2026 |
9 | Disposition of 10883 shares by Kenneth Ahn of Hagerty at 12.85 subject to Rule 16b-3 | 01/06/2026 |
10 | MICHAEL SCHUMACHERS FIRST F1 GRAND PRIX-WINNING 1992 BENETTON B192-05 TO STAR IN BROAD ARROWS GLOBAL ICONS EUROPE ONLINE AUCTION | 01/08/2026 |
11 | Kenneth Ahn Sells 24,247 Shares of Hagerty Stock | 01/09/2026 |
12 | Disposition of 50000 shares by Kenneth Ahn of Hagerty at 12.86 subject to Rule 16b-3 | 01/12/2026 |
13 | Hagerty Insider Sold Shares Worth 660,888, According to a Recent SEC Filing - marketscreener.com | 01/13/2026 |
14 | Hagerty Valuation Check After Mixed Share Performance And Slim Profit Margins | 01/20/2026 |
15 | Hagerty Insider Sells 627,500.00 in Stock - MarketBeat | 01/22/2026 |
16 | Comparing Hagerty and Root | 01/26/2026 |
| Begin Period Cash Flow | 724.3 M | |
| Total Cashflows From Investing Activities | -618.6 M |
Hagerty Relative Risk vs. Return Landscape
If you would invest 1,072 in Hagerty on October 29, 2025 and sell it today you would earn a total of 178.00 from holding Hagerty or generate 16.6% return on investment over 90 days. Hagerty is currently generating 0.2728% in daily expected returns and assumes 1.8399% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of stocks are less volatile than Hagerty, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Hagerty Target Price Odds to finish over Current Price
The tendency of Hagerty Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.50 | 90 days | 12.50 | about 59.63 |
Based on a normal probability distribution, the odds of Hagerty to move above the current price in 90 days from now is about 59.63 (This Hagerty probability density function shows the probability of Hagerty Stock to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days Hagerty has a beta of 0.53. This usually indicates as returns on the market go up, Hagerty average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Hagerty will be expected to be much smaller as well. Additionally Hagerty has an alpha of 0.1282, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Hagerty Price Density |
| Price |
Predictive Modules for Hagerty
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Hagerty. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Hagerty's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hagerty Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Hagerty is not an exception. The market had few large corrections towards the Hagerty's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Hagerty, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hagerty within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.53 | |
σ | Overall volatility | 0.82 | |
Ir | Information ratio | 0.05 |
Hagerty Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Hagerty for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hagerty can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Hagerty is unlikely to experience financial distress in the next 2 years | |
| Over 90.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Comparing Hagerty and Root |
Hagerty Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Hagerty Stock often depends not only on the future outlook of the current and potential Hagerty's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Hagerty's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 88.5 M | |
| Cash And Short Term Investments | 178.7 M |
Hagerty Fundamentals Growth
Hagerty Stock prices reflect investors' perceptions of the future prospects and financial health of Hagerty, and Hagerty fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hagerty Stock performance.
| Return On Equity | 0.18 | |||
| Return On Asset | 0.0358 | |||
| Profit Margin | 0.03 % | |||
| Operating Margin | 0.09 % | |||
| Current Valuation | 1.32 B | |||
| Shares Outstanding | 100.51 M | |||
| Price To Book | 5.97 X | |||
| Price To Sales | 3.18 X | |||
| Revenue | 1.19 B | |||
| Gross Profit | 811.23 M | |||
| EBITDA | 132.59 M | |||
| Net Income | 78.3 M | |||
| Cash And Equivalents | 180.16 M | |||
| Cash Per Share | 2.18 X | |||
| Total Debt | 148.15 M | |||
| Debt To Equity | 0.30 % | |||
| Current Ratio | 1.45 X | |||
| Book Value Per Share | 2.11 X | |||
| Cash Flow From Operations | 177.02 M | |||
| Earnings Per Share | 0.30 X | |||
| Market Capitalization | 4.32 B | |||
| Total Asset | 1.71 B | |||
| Retained Earnings | (451.98 M) | |||
About Hagerty Performance
Evaluating Hagerty's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hagerty has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hagerty has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (715.81) | (751.60) | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.06 | 0.04 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.10 | 0.14 |
Things to note about Hagerty performance evaluation
Checking the ongoing alerts about Hagerty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Hagerty help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hagerty is unlikely to experience financial distress in the next 2 years | |
| Over 90.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Comparing Hagerty and Root |
- Analyzing Hagerty's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hagerty's stock is overvalued or undervalued compared to its peers.
- Examining Hagerty's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hagerty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hagerty's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Hagerty's stock. These opinions can provide insight into Hagerty's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Hagerty Stock Analysis
When running Hagerty's price analysis, check to measure Hagerty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hagerty is operating at the current time. Most of Hagerty's value examination focuses on studying past and present price action to predict the probability of Hagerty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hagerty's price. Additionally, you may evaluate how the addition of Hagerty to your portfolios can decrease your overall portfolio volatility.