HGTY

Hagerty, Inc.

NYSE · Insurance Agents, Brokers & Service · Inc. DE · CIK 0001840776
$10.23 -2.11% $3.6B
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$3.6B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders8 funds
Inst. Value$60.4M
Inst. Activity3 buys / 2 sells
Insider Activity3B / 1S
Insider Net $$237.3K
SEC Reports5
Press Releases9
Exchange NYSE·Sector Insurance Agents, Brokers & Service·Inc. DE·CIK 0001840776·Prev Close $10.45

Price Targets

$12.86 +21.1% upside Strong Buy
Current $10.62 Low $11.00 Median $12.00 High $15.00 7 analysts
$11.00 $15.00

Analyst Ratings

Hold57% buy · 14 analysts
3Strong Buy
5Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Truist Securities MAINTAIN Hold → Hold
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Jan 7, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.06 ▼ -233.2% $-0.10 — $0.08 -148% YoY 7
Next Q $0.01 ▼ -90.9% $-0.04 — $0.11 -96% YoY 7
Current FY $-0.10 ▼ -583.7% $-0.14 — $-0.03 -128% YoY 6
Next FY $0.57 ▼ -0.9% $0.50 — $0.60 643% YoY 7

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$45.9MADD
FMR LLC$4.7MTRIM
MORGAN STANLEY$4.5MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.9MADD
TWO SIGMA INVESTMENTS, LP$1.2MADD

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Kuczinski AnthonyBUY$99.4K
Apr 7, 2026Harris LaurieSELL$60.9K
Apr 2, 2026Chafey DianaA$11.8K
Apr 2, 2026McClymont PatrickA$9.7K
Apr 1, 2026Harris LaurieA$0.00
8 institutional holders with $60.4M total value (4,494,582 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC3,415,742$45.9M76.0%ADD +32.3%
2FMR LLC347,773$4.7M7.7%TRIM -30.5%
3MORGAN STANLEY332,819$4.5M7.4%ADD +43.9%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC215,830$2.9M4.8%ADD +58.8%
5TWO SIGMA INVESTMENTS, LP92,689$1.2M2.1%ADD +34.3%
6RENAISSANCE TECHNOLOGIES LLC87,968$1.2M2.0%TRIM -25.4%
7BANK OF AMERICA CORP /DE/928$12.5K0.0%NEAR_EXIT -86.7%
8WELLS FARGO & COMPANY/MN833$11.2K0.0%DOUBLED +733.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM500,473347,773-30.5%$4.7M2025-Q4
MORGAN STANLEYADD231,267332,819+43.9%$4.5M2025-Q4
TWO SIGMA INVESTMENTS, LPADD69,04292,689+34.3%$1.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM117,96887,968-25.4%$1.2M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED100833+733.0%$11.2K2025-Q4
VANGUARD GROUP INCADD2,612,7413,456,174+32.3%$41.6M2025-Q3
FMR LLCDOUBLED26500,473+1924796.2%$6.0M2025-Q3
MORGAN STANLEYDOUBLED74,973231,267+208.5%$2.8M2025-Q3
UBS Group AGADD119,693216,186+80.6%$2.6M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD136,105216,077+58.8%$2.6M2025-Q3
BANK OF AMERICA CORP /DE/NEAR_EXIT8,5711,140-86.7%$13.7K2025-Q3
BANK OF AMERICA CORP /DE/ADD5,8458,571+46.6%$86.7K2025-Q2
CITADEL ADVISORS LLCDOUBLED86,036174,028+102.3%$1.6M2025-Q1
FMR LLCNEAR_EXIT64626-96.0%$235.002025-Q1
CITADEL ADVISORS LLCTRIM150,79486,036-42.9%$830.2K2024-Q4
UBS Group AGDOUBLED26,88885,327+217.3%$823.4K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW131,779$1.3M2024-Q3
MORGAN STANLEYADD51,12866,732+30.5%$678.7K2024-Q3
16 unique insiders with 4 transactions. Net insider value: $237.3K ($298.2K bought, $60.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Kuczinski Anthony JDirectorBUY9,500$10.46$99.4K
Apr 7, 2026Harris LaurieDirectorSELL5,531$11.01$60.9K
Apr 2, 2026Chafey DianaChief Legal OfficerA1,165$10.13$11.8K
Apr 2, 2026McClymont PatrickChief Financial OfficerA962$10.13$9.7K
Apr 1, 2026Harris LaurieDirectorA11,871$0.00$0.00
Apr 1, 2026Heaton Michael RDirectorA11,871$0.00$0.00
Apr 1, 2026Chafey DianaChief Legal OfficerA23,742$0.00$0.00
Apr 1, 2026Chafey DianaChief Legal OfficerF4,833$10.66$51.5K
Apr 1, 2026Hagerty McKeelChief Executive OfficerF82,868$10.66$883.4K
Apr 1, 2026DELANEY KEVIN MChief Accounting OfficerA17,614$0.00$0.00
Apr 1, 2026SWANSON WILLIAM HDirectorA11,871$0.00$0.00
Apr 1, 2026DELANEY KEVIN MChief Accounting OfficerF8,456$10.66$90.1K
Apr 1, 2026Briglia Jeffrey EdwardPresident of InsuranceA46,297$0.00$0.00
Apr 1, 2026Briglia Jeffrey EdwardPresident of InsuranceF9,899$10.66$105.5K
Apr 1, 2026Page Russell AndrewChief Information OfficerA30,865$0.00$0.00
Apr 1, 2026Page Russell AndrewChief Information OfficerF11,146$10.66$118.8K
Apr 1, 2026Salmi MikaDirectorA11,871$0.00$0.00
Apr 1, 2026Champagne ColletteCHRO and CAOA23,742$0.00$0.00
Apr 1, 2026Champagne ColletteCHRO and CAOF28,278$10.66$301.4K
Apr 1, 2026McClymont PatrickChief Financial OfficerA54,013$0.00$0.00
Apr 1, 2026Kuczinski Anthony JDirectorA11,871$0.00$0.00
Apr 1, 2026McClymont PatrickChief Financial OfficerF32,388$10.66$345.3K
Apr 1, 2026Ahn KennethPresident, Hagerty MarketplaceF9,627$10.66$102.6K
Apr 1, 2026Ahn KennethPresident, Hagerty MarketplaceA23,149$0.00$0.00
Apr 1, 2026KAUFFMAN ROBERT IDirectorA11,871$0.00$0.00
Apr 1, 2026Harbert Randall HoustonDirectorA11,871$0.00$0.00
Apr 1, 2026Kay SabrinaDirectorA11,871$0.00$0.00
Mar 12, 2026Kuczinski Anthony JDirectorBUY4,000$9.50$38.0K
Mar 3, 2026Kuczinski Anthony JDirectorBUY15,000$10.72$160.8K
Current analyst consensus: Hold (57% buy). Based on 14 analysts: 3 strong buy, 5 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$12.86 mean target +21.1% upside Strong Buy (2.57)
$11.00 Low $15.00 High
MetricValue
Current Price$10.62
Target Low$11.00
Target Mean$12.86
Target Median$12.00
Target High$15.00
# Analysts7
RecommendationStrong Buy (2.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.06 $-0.10 $0.08 -147.6% -233.2% 0↑ 2↓ $0.3B -15.4% 7
Next Q
2026-09-30
$0.01 $-0.04 $0.11 -95.5% -90.9% 0↑ 2↓ $0.3B -12.5% 7
Current FY
2026-12-31
$-0.10 $-0.14 $-0.03 -128.3% -583.7% 0↑ 2↓ $1.3B -9.7% 6
Next FY
2027-12-31
$0.57 $0.50 $0.60 642.6% -0.9% 0↑ 4↓ $1.5B 16.7% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.062
7d ago$-0.057-0.005
30d ago$-0.019-0.043
60d ago$0.041-0.103
90d ago$0.097-0.159
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Truist Securities MAINTAIN Hold Hold
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 7, 2026 JP Morgan MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263551057%
May 1, 20263551057%
Apr 1, 20263551057%
Mar 1, 20263551057%
Feb 1, 20263551057%
Jan 1, 20263551057%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 19, 2026
announcement
BROAD ARROW CELEBRATES STYLE AND PERFORMANCE AT €40.8M CONCORSO D’ELEGANZA VILLA D’ESTE AUCTION
BROAD ARROW CONCORSO D’ELEGANZA VILLA D’ESTE AUCTION ACHIEVES TOTAL SALES OF €40.8 MILLION WITH A SELL-THROUGH RATE OF 87 PERCENT | FERRARI MODELS PRO
May 6, 2026
earnings_calendar
HGTY Q1 2026 Earnings Scheduled — 2026-05-06
Apr 28, 2026
announcement
Porsche 918 Spyder Weissach Tops Broad Arrow’s $20 Million Air|Water Auction
Broad Arrow’s 2026 Porsche Air|Water Auction realizes $20 million with an 84 percent sell-through rate—the company’s best results at the single-marque
Apr 24, 2026
announcement
Exclusive Ferrari Daytona SP3 Leads Spectacular Group of Ferraris at Broad Arrow’s Concorso d’Eleganza Villa d’Este Auction
2023 Ferrari Daytona SP3 leads stunning selection of 20 collectable Ferrari models from 1956 to 2024 at official auction of the Concorso d’Eleganza Vi
Apr 22, 2026
announcement
BROAD ARROW AUCTIONS SETS NEW BENCHMARK FOR GORDON MURRAY AUTOMOTIVE T.50 WITH $8.035 MILLION RESULT ON THE CALIFORNIA MILLE
Special single-car live auction at the Allegretto Vineyard Resort sees new auction world record price for 2025 GMA T.50, number 009, at $8,035,000 | T
Apr 14, 2026
announcement
SINGULAR PAGANI ZONDA 760 UNICA ROADSTER LEADS EXCEPTIONAL ITALIAN SUPERCARS AT BROAD ARROW’S CONCORSO D’ELEGANZA VILLA D’ESTE AUCTION
BESPOKE 2018 PAGANI ZONDA 760 UNICA ROADSTER COMMISSION WAS PILOTED BY HORACIO PAGANI HIMSELF | FERRARI 812 COMPETIZIONE AND SF90 SPIDER ADD STAR ENTR
Apr 7, 2026
announcement
BROAD ARROW BRINGS EXCLUSIVE MODERN PORSCHE AND RUF MARVELS TO ANNUAL AUCTION AT AIR|WATER
Highlights for the Porsche Air|Water Auction include some of the market’s most sought-after models in eye-catching colors, led by a 2015 Porsche 918 S
Mar 27, 2026
announcement
BROAD ARROW PRESENTS RARE OPPORTUNITY TO ACQUIRE FERRARI MONZA SP2 AT CONCORSO D’ELEGANZA VILLA D’ESTE AUCTION
2020 FERRARI MONZA SP2 ONE OF ONLY 499 ICONA SERIES SP1 AND SP2 PRODUCED | STRIKING TAILOR MADE LIVERY IN TWO-TONE ROSSO CALIFORNIA WITH A GRIGIO COBU
Mar 9, 2026
announcement
Broad Arrow Realizes Most Successful Auction in the History of Amelia Car Week with $111 Million in Total Sales
Broad Arrow’s 2026 Amelia Concours Auction, the official auction of The Amelia Concours, achieved over $111 million in total sales over two days with
Mar 7, 2026
announcement
A Record-Setting Saturday as Broad Arrow Closes $107M+ $Amelia Concours Auction with $6,605,000 Lamborghini Miura SV
Broad Arrow sees enthusiastic bidding from start to finish during second and final day of 2026 Amelia Concours Auction | Saturday led by 1972 Lamborgh
Mar 7, 2026
announcement
NEWS FLASH: Broad Arrow Smashes World Records with Collection of Unobtanium Supercars on Day One of Amelia Concours Auction
Nero 2003 Ferrari Enzo Leads Collection at $15,185,000 | 1988 Porsche 959 Sport Achieves New Record for the Model at $5,505,000 | 2021 Ferrari Monza S
Feb 26, 2026
earnings_calendar
HGTY Q4 2025 Earnings Before Market Open — 2026-02-26