NYSE · Insurance - Property & Casualty

HGTY (HGTY) Stock

$13.52 +15.36% NYSE: HGTY Financial Services

Valuation

MetricValue
Price$13.52
Market Cap$4.64B
P/E Ratio29.86
P/B Ratio12.32
P/S Ratio2.68
EPS (TTM)$0.37
52-Week High$14.00
52-Week Low$8.81
Dividend Yield0.00%

Financials & Margins

MetricValue
ROE15.91%
ROA2.36%
ROCE18.61%
Gross Margin9.55%
Operating Margin9.55%
Net Margin2.55%
Debt/Equity0.91
Current Ratio0.00

Annual Financials (USD)

Metric20212022202320242025
Revenue$577.0M$829.0M$1.0B$1.2B$1.5B
Operating Profit$-55.0M$11.0M$45.0M$94.0M$139.0M
Net Profit$-46.0M$32.0M$20.0M$17.0M$49.0M
EPS$-0.56$-0.07$0.09$0.10$0.37
Op Margin-9.5%1.3%4.4%7.9%9.6%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$1.0B$1.3B$1.6B$1.7B$2.1B
Total Liabilities$753.0M$921.0M$1.1B$1.2B$1.3B
Cash$604.0M$539.0M$724.0M$233.0M$299.0M
Borrowings$126.0M$277.0M$238.0M$198.0M$233.0M

Latest News

Broad Arrow Features Red-Hot Collectible Ferraris at its Inaugural Edition of The Quail Auction GlobeNewswire · Jul 8, 2026 Hagerty to acquire Bennetts in UK motorcycle insurance push Life Insurance International · Jul 3, 2026 Hagerty to Acquire Bennetts for $45.5 Million MT Newswires · Jul 2, 2026 Hagerty Agrees to Acquire Bennetts to Become #2 Specialty Motorcycle Insurance Broker in the United Kingdom PR Newswire · Jul 2, 2026 Are Options Traders Betting on a Big Move in Hagerty Stock? Zacks · Jun 18, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$42.0M$55.0M$145.0M$177.0M$219.0M
Investing Cash Flow$-112.0M$-136.0M$-78.0M$-640.0M$-210.0M
Financing Cash Flow$271.0M$0$0$-13.0M$-103.0M
Net Cash Flow$305.0M$-65.0M$185.0M$-491.0M$66.0M
Free Cash Flow$-1.0M$11.0M$119.0M$156.0M$194.0M

Valuation & Return Ratios

MetricValue
PEG Ratio—
EV / EBITDA21.06
FCF Yield4.34%
Quick Ratio0.00
Interest Coverage15.44
Return 1Y11.93%
Return 3Y26.53%
Return 5Y15.46%

Ownership

Insiders Held4.04%
Institutions Held90.38%
Institutions Float Held94.18%
Institutional HolderSharesReport Date
State Farm Mutual Automobile Insurance Co51,800,0002026-03-31
Neuberger Berman Group, LLC8,721,3682026-03-31
Polar Capital Holdings PLC6,000,0002026-03-31
T. Rowe Price Investment Management, Inc.5,640,4802026-03-31
Markel Group Inc3,108,0002026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AGO $82.74 -0.18% 7.64 $3.66B 1.85%
AHLAspen Insurance Holdings Limited $37.50 +0.00% 19.43 $3.44B 0.00%
CNO $55.50 -0.32% 20.12 $5.18B 1.44%
CRVL $63.09 +1.02% 28.28 $3.22B 0.00%
FG $30.21 -0.80% 14.55 $4.00B 3.44%

About HGTY

HGTY stock trades at $13.52 with a market capitalization of $4.64B. The stock is valued at a price-to-earnings (P/E) ratio of 29.86, price-to-book of 12.32, price-to-sales of 2.68. Over the past 52 weeks the stock has ranged between $8.81 and $14.00, and currently trades 3.4% below its 52-week high.

On profitability, HGTY generates a return on equity (ROE) of 15.91%, above the typical market average, return on capital employed of 18.61%, an operating margin of 9.55%, a net profit margin of 2.55%.

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