Hagerty Stock Performance
| HGTY Stock | USD 13.15 0.29 2.16% |
Hagerty has a performance score of 6 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.0691, which attests to not very significant fluctuations relative to the market. 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. Hagerty right now retains a risk of 2.05%. Please check out Hagerty sortino ratio, as well as the relationship between the semi variance and rate of daily change , to decide if Hagerty will be following its current trending patterns.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hagerty are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Hagerty may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more
Actual Historical Performance (%)
One Day Return (2.16) | Five Day Return (2.95) | Ten Year Return 34.87 | All Time Return 34.87 |
1 | Disposition of 6861 shares by Kauffman Robert I of Hagerty at 11.9 subject to Rule 16b-3 | 10/07/2025 |
2 | Disposition of 12391 shares by Kauffman Robert I of Hagerty at 12.14 subject to Rule 16b-3 | 10/15/2025 |
3 | Disposition of 8286 shares by Kauffman Robert I of Hagerty at 11.2 subject to Rule 16b-3 | 10/20/2025 |
4 | AUDRAIN MOTOR WEEK AND BROAD ARROW AUCTIONS ANNOUNCE STRATEGIC MULTI-YEAR PARTNERSHIP | 10/31/2025 |
5 | Should Investors Buy Hagerty As Garner Asset Management Opens a 3 Million Position in the Stock | 11/10/2025 |
6 | Disposition of 15000 shares by Kauffman Robert I of Hagerty at 11.12 subject to Rule 16b-3 | 11/14/2025 |
7 | RESPECTED PRIVATE COLLECTIONS LEAD EARLY HIGHLIGHTS FOR BROAD ARROWS 2026 AMELIA AUCTION | 12/02/2025 |
8 | Disposition of 17622 shares by Kauffman Robert I of Hagerty at 12.46 subject to Rule 16b-3 | 12/03/2025 |
9 | Assessing Hagerty Valuation After a Strong Year-To-Date Share Price Climb | 12/10/2025 |
10 | Does Hagerty Deserve A Spot On Your Watchlist | 12/15/2025 |
11 | How Investors May Respond To Hagerty Broad Arrows Surging Private Sales And Global Expansion | 12/19/2025 |
12 | Disposition of 150000 shares by Kauffman Robert I of Hagerty subject to Rule 16b-3 | 12/22/2025 |
13 | Hagerty is the best performing insurance broker YTD - Seeking Alpha | 12/23/2025 |
| 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 1,209 in Hagerty on October 5, 2025 and sell it today you would earn a total of 106.00 from holding Hagerty or generate 8.77% return on investment over 90 days. Hagerty is currently generating 0.1563% in daily expected returns and assumes 2.0534% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Hagerty, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Hagerty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hagerty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Hagerty, and traders can use it to determine the average amount a Hagerty's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0761
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Hagerty is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hagerty by adding it to a well-diversified portfolio.
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 | 1.41 B | ||||
| Shares Outstanding | 100.51 M | ||||
| Price To Book | 6.38 X | ||||
| Price To Sales | 3.39 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 | 4.61 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 | (288.37) | (302.79) | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.08 | 0.08 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.07 | 0.08 |
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.| Over 90.0% of the company shares are owned by institutional investors | |
| Latest headline from MacroaxisInsider: Disposition of 150000 shares by Kauffman Robert I of Hagerty subject to Rule 16b-3 |
- 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.