HGTY
Hagerty, Inc.
$10.84
-0.46%
$3.7B
No data for this timeframe.
Vol
Market Cap$3.7B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders49 funds
Inst. Value$267.3M
Inst. Activity4 buys / 4 sells
Insider Activity3B / 1S
Insider Net $$237.3K
SEC Reports6
Press Releases9
Recent Activity
Jun 11, 2026
SEC
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively add
INST-CLUSTER — Impact 2/10
May 19, 2026
Press
Broad Arrow Auctions (Hagerty subsidiary) completed its second annual Concorso d'Eleganza Villa d'Este Auction, generati
Impact 4/10
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 SE
May 15, 2026
Insider
Kuczinski Anthony J bought 9,500 shares
Director @ $10.46 ($99.4K)
May 6, 2026
SEC
Hagerty reported Q1 2026 results that are structurally distorted by the Markel Fronting Arrangement transition: GAAP tot
8-K — Impact 6/10
Apr 30, 2026
SEC
Hagerty, Inc. filed a DEFA14A providing notice of its 2026 Annual Meeting to be held virtually on June 9, 2026, with pro
DEFA14A — Impact 3/10
Apr 7, 2026
Insider
Harris Laurie sold 5,531 shares
Director @ $11.01 ($60.9K)
Apr 2, 2026
Insider
Chafey Diana was granted 1,165 shares
Chief Legal Officer @ $10.13 ($11.8K)
Price Targets
$12.86
+18.6% upside
Buy
Current $10.84
Low $11.00
Median $12.00
High $15.00
7 analysts
$11.00
$15.00
Analyst Ratings
3Strong Buy
5Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.09 ▼ -373.3% | $-0.17 — $-0.03 | -168% YoY | 8 |
| Next Q | $-0.01 ▼ -142.5% | $-0.03 — $0.03 | -110% YoY | 7 |
| Current FY | $-0.10 ▼ -560.8% | $-0.14 — $-0.03 | -127% YoY | 8 |
| Next FY | $0.57 ▼ -0.6% | $0.50 — $0.60 | 671% YoY | 8 |
Latest Reports
NEUTRAL
INST-CLUSTER
2/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively add
Jun 11, 2026
NEUTRAL
Press
4/10
Broad Arrow Auctions (Hagerty subsidiary) completed its second annual Concorso d'Eleganza Villa d'Este Auction, generati
May 19, 2026
MIXED
8-K
6/10
Hagerty reported Q1 2026 results that are structurally distorted by the Markel Fronting Arrangement transition: GAAP tot
May 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Neuberger Berman Group LLC | $91.8M | ADD |
| Polar Capital Holdings Plc | $63.2M | — |
| MARKEL GROUP INC. | $32.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.7M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $17.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Kuczinski Anthony | BUY | $99.4K |
| Apr 7, 2026 | Harris Laurie | SELL | $60.9K |
| Apr 2, 2026 | Chafey Diana | A | $11.8K |
| Apr 2, 2026 | McClymont Patrick | A | $9.7K |
| Apr 1, 2026 | Harris Laurie | A | $0.00 |
49 institutional holders with $267.3M total value (25,387,458 shares) as of 2026-Q1. Top holders: Neuberger, Polar, MARKEL.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 8,721,368 | $91.8M | 34.4% | ADD +44.8% |
| 2 | Polar Capital Holdings Plc | 6,000,000 | $63.2M | 23.6% | — |
| 3 | MARKEL GROUP INC. | 3,108,000 | $32.7M | 12.2% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,867,573 | $19.7M | 7.4% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,630,971 | $17.2M | 6.4% | — |
| 6 | BlackRock, Inc. | 690,093 | $7.3M | 2.7% | ADD +38.1% |
| 7 | ROYCE & ASSOCIATES LP | 525,000 | $5.5M | 2.1% | — |
| 8 | MORGAN STANLEY | 297,152 | $3.1M | 1.2% | ADD +43.9% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 271,346 | $2.9M | 1.1% | ADD +49.5% |
| 10 | Woodline Partners LP | 260,544 | $2.7M | 1.0% | — |
| 11 | VANGUARD FIDUCIARY TRUST CO | 234,818 | $2.5M | 0.9% | — |
| 12 | STATE STREET CORP | 233,788 | $2.5M | 0.9% | ADD +44.9% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 217,522 | $2.3M | 0.9% | ADD +58.8% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 157,668 | $1.7M | 0.6% | ADD +79.2% |
| 15 | National Philanthropic Trust | 150,000 | $1.6M | 0.6% | — |
| 16 | RAYMOND JAMES FINANCIAL INC | 125,965 | $1.3M | 0.5% | — |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | 116,034 | $1.2M | 0.5% | ADD +41.1% |
| 18 | TD ASSET MANAGEMENT INC | 100,184 | $1.1M | 0.4% | — |
| 19 | TWO SIGMA INVESTMENTS, LP | 91,582 | $964.4K | 0.4% | ADD +34.3% |
| 20 | D. E. Shaw & Co., Inc. | 86,554 | $911.4K | 0.3% | ADD +35.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | ADD | 181,448 | 271,346 | +49.5% | $2.9M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 87,968 | 157,668 | +79.2% | $1.7M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 115,277 | 64,730 | -43.8% | $681.6K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 27,100 | 50,900 | +87.8% | $536.0K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 24,803 | 17,964 | -27.6% | $189.2K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 31 | 118 | +280.6% | $1.2K | 2026-Q1 |
| GROUP ONE TRADING LLC | TRIM | 143 | 43 | -69.9% | $453.00 | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 347,773 | 19 | -100.0% | $200.00 | 2026-Q1 |
| FMR LLC | TRIM | 500,473 | 347,773 | -30.5% | $4.7M | 2025-Q4 |
| MORGAN STANLEY | ADD | 231,267 | 332,819 | +43.9% | $4.5M | 2025-Q4 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 120,747 | 181,448 | +50.3% | $2.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 69,042 | 92,689 | +34.3% | $1.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 117,968 | 87,968 | -25.4% | $1.2M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 100 | 833 | +733.0% | $11.2K | 2025-Q4 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 10,000 | 143 | -98.6% | $1.9K | 2025-Q4 |
| Neuberger Berman Group LLC | ADD | 5,557,427 | 8,047,786 | +44.8% | $96.9M | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 2,612,741 | 3,456,174 | +32.3% | $41.6M | 2025-Q3 |
| BlackRock, Inc. | ADD | 469,511 | 648,288 | +38.1% | $7.8M | 2025-Q3 |
| FMR LLC | DOUBLED | 26 | 500,473 | +1283164.1% | $6.0M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 74,973 | 231,267 | +208.5% | $2.8M | 2025-Q3 |
| UBS Group AG | ADD | 119,693 | 216,186 | +80.6% | $2.6M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 136,105 | 216,077 | +58.8% | $2.6M | 2025-Q3 |
| STATE STREET CORP | ADD | 138,254 | 200,329 | +44.9% | $2.4M | 2025-Q3 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 95,775 | 120,747 | +26.1% | $1.5M | 2025-Q3 |
| Trexquant Investment LP | ADD | 71,721 | 112,405 | +56.7% | $1.4M | 2025-Q3 |
16 unique insiders with 29 transactions. Net insider value: $237.3K ($298.2K bought, $60.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Kuczinski Anthony J | Director | BUY | 9,500 | $10.46 | $99.4K |
| Apr 7, 2026 | Harris Laurie | Director | SELL | 5,531 | $11.01 | $60.9K |
| Apr 2, 2026 | Chafey Diana | Chief Legal Officer | AWARD | 1,165 | $10.13 | $11.8K |
| Apr 2, 2026 | McClymont Patrick | Chief Financial Officer | AWARD | 962 | $10.13 | $9.7K |
| Apr 1, 2026 | Harris Laurie | Director | AWARD | 11,871 | — | — |
| Apr 1, 2026 | Heaton Michael R | Director | AWARD | 11,871 | — | — |
| Apr 1, 2026 | Chafey Diana | Chief Legal Officer | AWARD | 23,742 | — | — |
| Apr 1, 2026 | Chafey Diana | Chief Legal Officer | TAX W/H | 4,833 | $10.66 | $51.5K |
| Apr 1, 2026 | Hagerty McKeel | Chief Executive Officer | TAX W/H | 82,868 | $10.66 | $883.4K |
| Apr 1, 2026 | DELANEY KEVIN M | Chief Accounting Officer | AWARD | 17,614 | — | — |
| Apr 1, 2026 | SWANSON WILLIAM H | Director | AWARD | 11,871 | — | — |
| Apr 1, 2026 | DELANEY KEVIN M | Chief Accounting Officer | TAX W/H | 8,456 | $10.66 | $90.1K |
| Apr 1, 2026 | Briglia Jeffrey Edward | President of Insurance | AWARD | 46,297 | — | — |
| Apr 1, 2026 | Briglia Jeffrey Edward | President of Insurance | TAX W/H | 9,899 | $10.66 | $105.5K |
| Apr 1, 2026 | Page Russell Andrew | Chief Information Officer | AWARD | 30,865 | — | — |
| Apr 1, 2026 | Page Russell Andrew | Chief Information Officer | TAX W/H | 11,146 | $10.66 | $118.8K |
| Apr 1, 2026 | Salmi Mika | Director | AWARD | 11,871 | — | — |
| Apr 1, 2026 | Champagne Collette | CHRO and CAO | AWARD | 23,742 | — | — |
| Apr 1, 2026 | Champagne Collette | CHRO and CAO | TAX W/H | 28,278 | $10.66 | $301.4K |
| Apr 1, 2026 | McClymont Patrick | Chief Financial Officer | AWARD | 54,013 | — | — |
| Apr 1, 2026 | Kuczinski Anthony J | Director | AWARD | 11,871 | — | — |
| Apr 1, 2026 | McClymont Patrick | Chief Financial Officer | TAX W/H | 32,388 | $10.66 | $345.3K |
| Apr 1, 2026 | Ahn Kenneth | President, Hagerty Marketplace | TAX W/H | 9,627 | $10.66 | $102.6K |
| Apr 1, 2026 | Ahn Kenneth | President, Hagerty Marketplace | AWARD | 23,149 | — | — |
| Apr 1, 2026 | KAUFFMAN ROBERT I | Director | AWARD | 11,871 | — | — |
| Apr 1, 2026 | Harbert Randall Houston | Director | AWARD | 11,871 | — | — |
| Apr 1, 2026 | Kay Sabrina | Director | AWARD | 11,871 | — | — |
| Mar 12, 2026 | Kuczinski Anthony J | Director | BUY | 4,000 | $9.50 | $38.0K |
| Mar 3, 2026 | Kuczinski Anthony J | Director | BUY | 15,000 | $10.72 | $160.8K |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 4 neutral. Avg impact: 3.8/10.
NEUTRAL
INST-CLUSTER
2/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanl
Jun 11, 2026
MIXED
8-K
6/10
Hagerty reported Q1 2026 results that are structurally distorted by the Markel Fronting Arrangement
May 6, 2026
NEUTRAL
DEFA14A
3/10
Hagerty, Inc. filed a DEFA14A providing notice of its 2026 Annual Meeting to be held virtually on Ju
Apr 30, 2026
NEUTRAL
8-K
3/10
Michael R. Heaton resigned from Hagerty's Board of Directors, effective April 13, 2026, and was imme
Apr 15, 2026
NEUTRAL
144
2/10
Laurie Harris, a director of Hagerty, Inc., filed a Form 144 to notify of the proposed sale of 5,531
Apr 7, 2026
MIXED
8-K
7/10
Hagerty reported strong 2025 financial results with 17% revenue growth to $1.456 billion and 91% net
Feb 26, 2026
NEUTRAL
4/10
Broad Arrow Auctions (Hagerty subsidiary) completed its second annual Concorso d'Eleganza Villa d'Es
May 19, 2026
NEUTRAL
2/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), reported $20 million in total sales at its thi
Apr 28, 2026
NEUTRAL
3/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), announced its 2026 Concorso d’Eleganza Villa d
Apr 24, 2026
NEUTRAL
3/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), announced the successful sale of a rare 2025 G
Apr 22, 2026
NEUTRAL
3/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), announced its upcoming auction at the Concorso
Apr 14, 2026
NEUTRAL
3/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), announced its upcoming Porsche Air|Water Aucti
Apr 7, 2026
BULLISH
7/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), reported record-breaking results from its 2026
Mar 9, 2026
BULLISH
7/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), reported its most successful auction to date a
Mar 7, 2026
NEUTRAL
4/10
Broad Arrow Auctions, a subsidiary of Hagerty (HGTY), reported record-breaking sales at its 2026 Ame
Mar 7, 2026
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
+18.6% upside
Buy (2.63)
$11.00 Low
$15.00 High
| Metric | Value |
|---|---|
| Current Price | $10.84 |
| Target Low | $11.00 |
| Target Mean | $12.86 |
| Target Median | $12.00 |
| Target High | $15.00 |
| # Analysts | 7 |
| Recommendation | Buy (2.63) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.09 | $-0.17 | $-0.03 | -167.6% | -373.3% | 0↑ 3↓ | $0.3B | -14.8% | 8 |
| Next Q 2026-09-30 |
$-0.01 | $-0.03 | $0.03 | -109.8% | -142.5% | 0↑ 3↓ | $0.3B | -12.1% | 7 |
| Current FY 2026-12-31 |
$-0.10 | $-0.14 | $-0.03 | -127.0% | -560.8% | 0↑ 3↓ | $1.3B | -8.3% | 8 |
| Next FY 2027-12-31 |
$0.57 | $0.50 | $0.60 | 670.9% | -0.6% | 1↑ 4↓ | $1.5B | 14.1% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.088 | |
| 7d ago | $-0.075 | -0.012 |
| 30d ago | $-0.019 | -0.069 |
| 60d ago | $0.041 | -0.129 |
| 90d ago | $0.086 | -0.174 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 5 | 1 | 0 | 57% | |
| May 1, 2026 | 3 | 5 | 5 | 1 | 0 | 57% | |
| Apr 1, 2026 | 3 | 5 | 5 | 1 | 0 | 57% | |
| Mar 1, 2026 | 3 | 5 | 5 | 1 | 0 | 57% | |
| Feb 1, 2026 | 3 | 5 | 5 | 1 | 0 | 57% | |
| Jan 1, 2026 | 3 | 5 | 5 | 1 | 0 | 57% |
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