HGTY(HGTY)

HGTY

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Next earnings: Aug 3, 2026 · Before open

Signal

Leaning Bearish1↓

Price

1→

Move→+0.97%Quiet session

Volume

1→

Volume→1.3× avgNormal activity

Technical

1↓

RSI↓RSI 40Momentum negative

PRICE

Prev Close

10.34

Open

10.41

Day Range10.33 – 10.58

10.33

10.58

52W Range8.81 – 14.00

8.81

14.00

31% of range

VOLUME & SIZE

Avg Volume

170.2K

FUNDAMENTALS

P/E Ratio

43.5x

Premium valuation

EPS (TTM)

—

Div Yield

No dividend

Beta

0.77

Low vol

Performance

+0.97%

+2.05%

-5.26%

-13.43%

6M↓

-23.74%

YTD

-22.32%

1Y↑

+8.19%

Best: 1Y (+8.19%)Worst: 6M (-23.74%)

Quick Read

Trend—Insufficient MA data

Momentum

BULLISH

revenue +14% YoY · 78% gross margin

Valuation

EXPENSIVE

P/E 44x vs ~20x sector

Health

MODERATE

CR 0.0 (low) · FCF $1.63/sh

Trend

Momentum

Valuation

Health

Bullish

Composite signal across trend, momentum, valuation & healthSignals from latest available data

Key MetricsTTM

Market Cap$3.58B

Revenue TTM$1.42B

Net Income TTM$36.16M

Free Cash Flow$164.55M

Gross Margin78.0%

Net Margin2.6%

Operating Margin6.0%

Return on Equity14.5%

Return on Assets1.8%

Debt / Equity0.91

Current Ratio0.00

EPS TTM$0.36

Alpha SignalsView Intelligence →

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar

1 strong2 watch3 concern

30/100

Liquidity

0.00Concern

Leverage

0.91Strong

Coverage

0.0xConcern

ROE

14.5%Watch

ROIC

4.3%Concern

Cash

$299MWatch

ANALYST COVERAGE5 analysts

HOLD

▲ +43.7%upside to target

L $13.00

Med $15.00consensus

H $15.00

Buy

120%

Hold

360%

Sell

120%

1 Buy (20%)3 Hold (60%)1 Sell (20%)

Full report →

Stock Health

Composite Score

0 of 5 signals bullish

3/10

Technicals

●

RSI RangeRSI 40 — Bearish momentum

✗

Volume

●

Volume FlowNeutral

Fundamentals

●

Last EarningsMissed estimates

✗

●

Analyst ConsensusHold

●

LiquidityCurrent Ratio 0.00 — liquidity risk

✗

Upcoming Events

EEarnings ReportMay 17, 2026

Tomorrow

DEx-Dividend DateAug 14, 2026

In 90 days

PDividend PaymentSep 10, 2026

In 117 days

Research

Fundamentals→Financials→Analysts→Earnings→Growth→Key Metrics→Technical Analysis→Intelligence→

FinancialsFull statements →

Technicals

Technical SetupBEARISH

Technicals →

Trend

→ PullbackGolden Cross · 50D leads 200D by 16.1%

-10.8% vs SMA 50 · +3.5% vs SMA 200

Momentum

RSI39.9

Momentum fading

MACD-0.38

Below zero — bearish pulse · expanding

Market Position

Price Levels

52W High

$14.00+34.1%

EMA 50

$11.16+6.9%

Current

$10.44

EMA 200

$10.09-3.4%

52W Low

$8.81-15.6%

52-Week RangeMid-range

$8.8131th %ile$14.00

Squeeze SetupVolume-based

No Clear Setup

Volume distribution is neutral or leaning toward distribution. No compelling squeeze setup based on current money flow data.

20-Day Money Flow

Acc days:3

Dist days:3

Edge:Even

Volume Context

Avg Vol (50D)178K

Recent Vol (5D)

222K+24%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

ANALYST ESTIMATES

Consensus of 5 analysts

Full estimates →

Analyst revisions:EPS↑ Revised UpRevenue↓ Revised Down

Analyst consensus estimates · Actuals replace estimates as reported

Year	Revenue Est.	Rev Gth	EPS Est.	EPS Gth	Range	Analysts
FY2024	$1.2B $1.2B–$1.2B	—	$0.22	—	±5%	Moderate3
FY2025	$1.4B $1.3B–$1.4B	▲ +14.3%	$0.37	▲ +65.7%	±7%	High5
FY2026(current)	$1.3B $1.3B–$1.3B	▼ -5.3%	$0.05	▼ -86.0%	±7%	High5

Range confidence:Tight (high)ModerateWide (low)

Earnings HistoryHGTY

Last 8Q

-6.4%avg beat

Beat 5 of 8 quartersMissed 3↓ Estimates falling

-76%

Q3'24

-38%

Q4'24

+100%

Q1'25

+300%

Q2'25

+18%

Q3'25

+44%

Q4'25

+100%

Q1'26

-500%

Q2'26

Beat

Miss

Estimate

Deeper color = bigger beat/miss

* Negative EPS shown at reduced height

Insider Activity

SEC Filings →

2 Buys/4 SellsNet Selling

Harris LaurieDir

$61K

Apr 7

SELL

Kuczinski Anthony JDir

$38K

Mar 12

BUY

Kuczinski Anthony JDir

$161K

Mar 3

BUY

Ahn KennethPresident, Hag…

$621K

Jan 26

SELL

Ahn KennethPresident, Hag…

$628K

Jan 20

SELL

Ahn KennethPresident, Hag…

$18K

Jan 9

SELL

Financials

INSTITUTIONAL OWNERSHIP

13-F Filings →

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

51.8M—

Neuberger Berman Group LLC

8.7M▲

MARKEL GROUP INC.

3.1M—

Pembroke Management, LTD

1.7M▼

Lincoln Capital LLC

951K▲

BlackRock, Inc.

690K▲

ROYCE & ASSOCIATES LP

525K—

UBS Group AG

346K▲

News & Activity

HGTY News

About

No description available.

Adam Evan Van LoonSenior Vice President of Insurance Distribution

Jason KovalSenior Vice President of Investor Relations & Communications

Jesse MckendrySenior Vice President of Insurance Product

Peers— —(7 companies)

Screen sector →

Symbol	Name	Price	Day %	Mkt Cap↓	P/E	Rev Grw	Margin	ELO
HGTY◀	Hagerty	$10.44	+0.97%	$3.6B	29.2	+2223.2%	336.6%	1500
TSM	Taiwan Semiconduct…	$404.35	-3.20%	$2.1T	30.5	+3296.8%	4510.0%	1500
BABA	Alibaba Group Hold…	$132.58	-6.05%	$307.9B	20.7	-44.8%	1012.0%	1500
HSBC	HSBC Holdings	$88.38	-2.58%	$303.7B	13.6	+318.8%	1510.7%	1500
NVS	Novartis AG Common…	$148.08	-1.13%	$282.6B	21.0	+597.3%	2564.4%	1500
AZN	AstraZeneca PLC Or…	$181.58	-1.83%	$281.6B	26.9	+862.9%	1745.9%	1500
RY	Royal Bank Of Cana…	$183.40	-0.23%	$256.1B	16.8	+213.3%	1482.4%	1500
Sector avg		—	-2.01%	—	22.7	+1066.8%	1880.3%	1500

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