Hagerty, Inc. (HGTY) Stock Forecast Oct. 16, 2026
Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
Hagerty, Inc. (HGTY) stock forecast summary
On Oct. 16, 2026, HGTY is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.
Hagerty, Inc. is a mid-cap company with a market capitalization of $5.26B. It ranks number 9 by market capitalization among the 23 Insurance Agents, Brokers & Service issuers in our coverage with a current forecast. Its P/E Ratio of 206.47x is the highest of the 12 peers that report one.
For HGTY, the Spearman rank correlation between our 90-day forecasts and the returns that followed is -12.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -6.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
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How HGTY ranks among 5172 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Hagerty, Inc. (HGTY) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Insurance Agents, Brokers & Service peers listed below that report each metric.
Valuation & Market
| Metric | HGTY | Rank |
|---|---|---|
| Market Cap | $5.26B | 9/23 |
| P/E Ratio | 206.47x | 1/12 |
| P/B Ratio | 24.40x | 2/18 |
| Book Value/Share | $0.63 | – |
| Revenue/Share | $4.18 | – |
| FCF/Share | $0.81 | – |
Profitability & Margins
| Metric | HGTY | Rank |
|---|---|---|
| ROE | 24.6% | 7/12 |
| ROA | 2.5% | 7/14 |
| Operating Margin | 7.7% | 10/14 |
| Net Margin | 3.6% | 11/15 |
| EBT Margin | 7.3% | 14/22 |
| Tax Rate | -19.6% | – |
Financial Health
| Metric | HGTY | Rank |
|---|---|---|
| D/E Ratio | 6.56x | 3/20 |
| Financial Leverage | 9.97x | 2/16 |
| Interest Coverage | 11.3x | 7/19 |
Cash Flow
| Metric | HGTY | Rank |
|---|---|---|
| Operating Cash Flow | $345M | 9/24 |
| Free Cash Flow | $278M | 6/13 |
| Capital Spending | -$67M | 9/13 |
| OCF Growth YoY | 112.2% | 1/14 |
| FCF Growth YoY | 98.3% | 1/9 |
| FCF/Sales | 19.4% | 4/13 |
| CapEx/Sales | 4.6% | 1/13 |
Operational Efficiency
| Metric | HGTY | Rank |
|---|---|---|
| Asset Turnover | 0.67x | 9/17 |
| Receivables Turnover | 52.5x | 2/13 |
| Fixed Assets Turnover | 86.2x | 3/14 |
| Days Sales Outstanding | 7 days | 12/13 |
Income Statement
| Metric | HGTY | Rank |
|---|---|---|
| Total Revenue | $1.43B | 10/22 |
| Operating Income | $114M | 5/16 |
| Net Income | $53M | 10/17 |
| SG&A Expense | $400M | 1/6 |
Dividend & Shareholder Information
| Metric | HGTY | Rank |
|---|---|---|
| Shares Outstanding | 344M | – |
| Net Income Growth | 98.0% | 2/13 |
Balance Sheet Highlights (USD millions)
| Cash & Short-term Investments | $298M | 18.3% of assets |
| Accounts Receivable | $27M | 1.7% of assets |
| Inventory | $25M | 1.5% of assets |
| Total Liabilities | $1.41B | 86.8% of assets |
HGTY quarterly financials and insider trading
Hagerty, Inc. (HGTY) industry peers
Companies classified under the same SEC industry code as Hagerty, Inc. (Insurance Agents, Brokers & Service): 26 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
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Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| HGTY Hagerty, Inc. | ▶ | $5.26B |
| MRSH Marsh & Mclennan Companies, Inc. | ▼ | $89.88B |
| AJG Arthur J. Gallagher & Co. | ▼ | $65.33B |
| AON Aon Plc | ▼ | $62.06B |
| BRO Brown & Brown, Inc. | ▼ | $23.22B |
| EQH Equitable Holdings, Inc. | ▼ | $14.53B |
| ERIE Erie Indemnity Co | ▶ | $11.26B |
| RYAN Ryan Specialty Holdings, Inc. | ▶ | $10.42B |
| ACT Enact Holdings, Inc. | ▲ | $6.28B |
| BWIN Baldwin Insurance Group, Inc. | ▼ | $4.45B |
| ARX Accelerant Holdings | ▼ | $4.29B |
| NP Neptune Insurance Holdings Inc. | ▶ | $4.03B |
| CRVL Corvel Corp | ▶ | $4.03B |
| GSHD Goosehead Insurance, Inc. | ▲ | $1.66B |
| TWFG Twfg, Inc. | ▲ | $1.37B |
| CRD-A Crawford & Co | ▶ | $609M |
| RDZN Roadzen Inc. | ▲ | $88M |
| SLQT Selectquote, Inc. | ▲ | $60M |
| HIT Health In Tech, Inc. | ▲ | $41M |
| EHTH Ehealth, Inc. | ▲ | $19M |
| HUIZ Huize Holding Ltd | ▶ | $14M |
| CCG Cheche Group Inc. | ▲ | $11M |
| EZRA Reliance Global Group, Inc. | ▶ | $2M |
| AAPI Apple Isports Group, Inc. | ▼ | N/A |
| QDMI Qdm International Inc. | ▼ | N/A |
| SUND Sundance Strategies, Inc. | ▶ | N/A |
Where HGTY sits on the market map
Hagerty, Inc. (HGTY) stock news
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Hagerty, Inc. (HGTY) stock forecast FAQ
What is the Hagerty, Inc. (HGTY) stock forecast?
On Oct. 16, 2026, HGTY is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.
How accurate are Hagerty, Inc. stock predictions?
For HGTY, the Spearman rank correlation between our 90-day forecasts and the returns that followed is -12.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -6.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Hagerty, Inc. forecasts updated?
Hagerty, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
Which companies are Hagerty, Inc.'s industry peers?
26 issuers in our coverage, HGTY included, share the SEC industry code Insurance Agents, Brokers & Service. The largest are: Marsh & Mclennan Companies, Inc. (MRSH), Arthur J. Gallagher & Co. (AJG), Aon Plc (AON), Brown & Brown, Inc. (BRO), Equitable Holdings, Inc. (EQH), Erie Indemnity Co (ERIE).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.