Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
121 DRIVERS EDGE, TRAVERSE CITY, MI
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
7 Oct 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Hagerty, Inc..

15 Sep 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Hagerty, Inc..

12 Sep 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Hagerty, Inc..

12 Sep 2026

Hagerty, Inc. reported A material agreement

Hagerty, Inc. filed an 8-K covering a material agreement, another company event, supporting financial statements or exhibits.

10 Sep 2026

Hagerty, Inc. reported Regulation FD disclosure

Hagerty, Inc. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$298.30M
Total assets (USD)$2.15B
Total liabilities (USD)$1.41B
Shareholders' equity (USD)$215.46M
Long-term debt (USD)$215.95M
Debt due within a year (USD)$73.12M

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Finance

Company Price Market Cap
JPM - JPMorgan Chase & Co. $335.19
Yahoo Finance 		$891.00B
BAC - Bank of America Corporation $50.88
Yahoo Finance 		$355.79B
HSBC - HSBC Holdings plc $93.54
Yahoo Finance 		$321.15B
MS - Morgan Stanley $182.42
Yahoo Finance 		$286.50B
GS - The Goldman Sachs Group, Inc. $890.68
Yahoo Finance 		$259.34B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q2 2026$80.83MUnavailable$8.04MUnavailable10-Q · 5 Aug 2026
Q1 2026$61.09MUnavailable−$12.75MUnavailable10-Q · 6 May 2026
Q4 2025$150.79MUnavailable$28.56MUnavailable10-K · 26 Feb 2026
Q3 2025$189.99M$34.32M$46.17MUnavailable10-Q · 4 Nov 2025
Q2 2025$188.46M$47.70M$47.20MUnavailable10-Q · 4 Aug 2025
Q1 2025$148.39M$25.73M$27.29MUnavailable10-Q · 7 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Neutral
Target: $14.20
-8.2% upside potential
📈
Strong Buy
Unavailable
👍
Buy
1
⏸️
Hold
4
📉
Sell
0
5 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 13.00–16.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
2
Oct 2026
Chafey Diana
Chief Legal Officer
Grant or award
$12.79 per share
979 shares
SEC Form 4
2
Oct 2026
McClymont Patrick
Chief Financial Officer
Grant or award
$12.79 per share
1,192 shares
SEC Form 4
1
Oct 2026
Chafey Diana
Chief Legal Officer
Tax withholding
$13.46 per share
1,076 shares
SEC Form 4
1
Oct 2026
DELANEY KEVIN M
Chief Accounting Officer
Tax withholding
$13.46 per share
959 shares
SEC Form 4
24
Sep 2026
KAUFFMAN ROBERT I
Director
Gift
Unavailable per share
74,000 shares
SEC Form 4
11
Sep 2026
MARKEL GROUP INC.
Conversion
Unavailable per share
7,836,411 shares
SEC Form 4
11
Sep 2026
Hagerty Holding Corp.
10% owner
Conversion
Unavailable per share
1,387,500 shares
SEC Form 4
11
Sep 2026
Hagerty Holding Corp.
10% owner
Open-market sale
$11.47 per share
1,387,500 shares
SEC Form 4
9
Sep 2026
Hagerty Holding Corp.
10% owner
Conversion
Unavailable per share
9,250,000 shares
SEC Form 4
9
Sep 2026
Hagerty Holding Corp.
10% owner
Open-market sale
$11.47 per share
9,250,000 shares
SEC Form 4

Top Shareholders

State Farm Mutual Automobile Insurance Co
51,800,000 shares
0% change
6/30/2026
Neuberger Berman Group Llc
9,528,505 shares
9.255% change
6/30/2026
T. Rowe Price Investment Management, Inc.
6,088,981 shares
7.951% change
6/30/2026
Polar Capital Holdings Plc
6,000,000 shares
0% change
6/30/2026
Vanguard Group Inc
3,415,742 shares
-1.17% change
12/31/2025
Markel Group Inc.
3,108,000 shares
0% change
6/30/2026
Vanguard Capital Management Llc
1,928,492 shares
3.262% change
6/30/2026
Greenhaven Road Investment Management, L.P.
1,865,430 shares
-21.289% change
6/30/2026
Pembroke Management, Ltd
1,702,926 shares
-2.018% change
6/30/2026
Vanguard Portfolio Management Llc
1,650,329 shares
1.187% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 18 hours ago