Hagerty, Inc. (HGTY)
Hagerty, Inc. brought in $1.4B of revenue over the twelve months to September 30, 2026, down 3.8% from a year earlier. Net income was $60.1M, a net margin of 4.4%. Operating cash flow minus capital spending left $194.5M of free cash flow in fiscal 2025. At September 30, 2026 it held $460.8M in cash against $246.4M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.
Key facts about Hagerty, Inc.
- Net worth
- Hagerty, Inc. has a market value (market cap) of $5.9B at the latest share price, and shareholders' equity of $257.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.5B (+17.3% year on year), with net income of $149.2M. Over the 12 months to September 30, 2026: revenue $1.4B, net income $60.1M.
- Cash flow
- In fiscal 2025 operations brought in $219M of cash; after $24.5M of capital spending, free cash flow was $194.5M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Hagerty, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Hagerty, Inc. does
Hagerty, Inc. is registered with the SEC under industry code SIC 6411 (Insurance Agents, Brokers & Service). Its shares trade on NYSE under the ticker HGTY.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.5B | $149.2M | n/a | $194.5M |
| 2024 | $1.2B | $78.3M | n/a | $155.7M |
| 2023 | $1B | $28.2M | n/a | $107.3M |
| 2022 | $787.6M | $32.1M | $0.39 | $11M |
| 2021 | $619.1M | -$46.4M | -$0.56 | -$1.1M |
| 2021 | $499.5M | $10.2M | $101.66 | $46.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where HGTY ranks in Finance
Latest SEC filings
What Hagerty, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 3, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 9.5% to $354.2M versus the same quarter last year; net income fell 21% to $36.3M.
- November 3, 2026
- October 6, 2026Passive stake changed SCHEDULE 13G/A
- September 11, 2026Activist stake changed SCHEDULE 13D/A
- September 11, 2026
- September 9, 2026
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 6.5% to $354.8M versus the same quarter last year; net income fell 83% to $8M.
- August 5, 2026
- July 17, 2026
- June 12, 2026
Insider trades
What the people running Hagerty, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $122M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 2, 2026 | McClymont PatrickChief Financial Officer | Received as pay | 1,192 | $15.2K |
| October 2, 2026 | Chafey DianaChief Legal Officer | Received as pay | 979 | $12.5K |
| October 1, 2026 | Delaney Kevin MChief Accounting Officer | Shares withheld for tax | 959 | $12.9K |
| October 1, 2026 | Chafey DianaChief Legal Officer | Shares withheld for tax | 1,076 | $14.5K |
| September 24, 2026 | Kauffman Robert IDirector | Gave as a giftindirect | 74,000 | - |
| September 11, 2026 | Hagerty Holding Corp.10% owner | Exercised options | 1,387,500 | - |
| September 11, 2026 | Hagerty Holding Corp.10% owner | Sold | 1,387,500 | $15.9M |
| September 9, 2026 | Hagerty Holding Corp.10% owner | Exercised options | 9,250,000 | - |
Who owns HGTY
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Hagerty Holding Corp.13D, may seek influence | 56.5% | September 11, 2026 |
| State Farm Mutual Automobile Insurance Company13D, may seek influence | 53.5% | November 6, 2025 |
| Polar Capital Holdings Plc13G, passive with 2 related filers | 5.85% | September 4, 2025 |
| T. Rowe Price Investment Management, Inc.13G, passive | 5.7% | November 14, 2025 |
| Neuberger Berman Group LLC13G, passive with 1 related filers | 5.3% | February 4, 2025 |
Largest institutional holders
Insiders
17 insiders reported holding 3,321,023 shares in total, about $57.2M at the last price.
| Holder | Shares |
|---|---|
| Hagerty McKeelChief Executive Officer, Director | 1,037,740 |
| Kauffman Robert IDirector | 753,270674,097 held indirectly |
| McClymont PatrickChief Financial Officer | 337,986 |
| Champagne ColletteCHRO and CAO | 270,207 |
| Briglia Jeffrey EdwardPresident of Insurance | 157,135 |
| Page Russell AndrewChief Information Officer | 131,743 |
| Ahn KennethPresident, Hagerty Marketplace | 127,115 |
| Delaney Kevin MChief Accounting Officer | 83,013 |
| Chafey DianaChief Legal Officer | 76,911 |
| Kuczinski Anthony JDirector | 68,648 |
Questions about HGTY
What does Hagerty, Inc. do?
Hagerty, Inc. is a company in the Finance sector, listed on NYSE as HGTY. Its shares trade on NYSE under the ticker HGTY.
What is Hagerty, Inc.'s net worth?
Hagerty, Inc. has a market value (market cap) of $5.9B at the latest share price, and shareholders' equity of $257.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Hagerty, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $60.1M on revenue of $1.4B, a net margin of 4.4%.
How much revenue does Hagerty, Inc. make?
Over the twelve months to September 30, 2026 Hagerty, Inc. reported revenue of $1.4B. That is 3.8% less than a year earlier.
When did Hagerty, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026.
When is Hagerty, Inc.'s next earnings report?
Hagerty, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Hagerty, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.