Hagerty, Inc. (HGTY) Stock Analysis
Falling Knife setup
Financial Services · Insurance - Property & Casualty
Hold if already holding. Not a fresh buy at $10.23, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Markel/Essentia (91.0%); Thin upside margin: 9.3%.
Hagerty is the leading collector car and enthusiast vehicle insurer operating as an MGA (with owned reinsurer Hagerty Re) and marketplace (Broad Arrow auctions, digital platform). Insurance segment represented 92% of 2025 revenue; commission revenue from the Markel Alliance... Read more
Hold if already holding. Not a fresh buy at $10.23, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Markel/Essentia (91.0%); Thin upside margin: 9.3%. Chart setup: Death cross, below all MAs, RSI 32, MACD bearish. Maintain position. Not compelling to add more. Score 4.8/10, moderate confidence.
Passes 5/9 gates (clean insider activity, news events none recent, earnings proximity 55d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.
Recent developments
updated 2026-06-09Recent Developments — Hagerty, Inc.
Latest news
- NEWS Hagerty (HGTY) Projected to Post Quarterly Earnings on Wednesday - MarketBeat — MarketBeat neutral
- NEWS Hagerty, Inc. (NYSE:HGTY) Short Interest Up 62.2% in April - MarketBeat — MarketBeat positive
- NEWS Hagerty Board Shift May Influence Valuation And Growth Priorities - Yahoo Finance — Yahoo Finance positive
- NEWS Hagerty Executive Offloads 5,531 Shares, Earning $61,000 - bitget.com — bitget.com negative
- NEWS Hagerty Executive Offloads 5,531 Shares, Earning $61,000 - Bitget — Bitget negative
Generated 2026-06-09T22:21:41Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartyMarkel/Essentia91%10-K Item 1: 'commission revenue associated with the Markel Alliance Agreement was $436.8 million...representing 91%, 93%, and 95%, respectively, of total commission revenue.'
Material Events(8-K, last 90d)
- 2026-04-15Item 5.02LOWMichael R. Heaton resigned from Hagerty Board (Markel's designee) effective April 13, 2026; Henrik W. Bjørnstad appointed as Markel's new Board designee. No disagreement. Board accelerated vesting of 10,230 RSUs granted to Heaton.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Revenue shrinking — -5.0% YoY. Growth thesis broken unless recovery story develops.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $10.23, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Markel/Essentia (91.0%); Thin upside margin: 9.3%. Chart setup: Death cross, below all MAs, RSI 32, MACD bearish. Maintain position. Not compelling to add more. Target $11.19 (+9.4%), stop $9.51 (−7.6%), A.R:R 1.3:1. Score 4.8/10, moderate confidence.
Take-profit target: $11.19 (+9.4% upside). Target $11.19 (+9.4%), stop $9.51 (−7.6%), A.R:R 1.3:1. Stop-loss: $9.51.
Concentration risk — Counterparty: Markel/Essentia (91.0%); Thin upside margin: 9.3%; Weak overall score: 4.8/10.
Hagerty, Inc. trades at a P/E of 43.5 (forward 18.3). TrendMatrix value score: 7.4/10. Verdict: Hold.
14 analysts cover HGTY with a consensus score of 3.7/5. Average price target: $13.
What does Hagerty, Inc. do?Hagerty is the leading collector car and enthusiast vehicle insurer operating as an MGA (with owned reinsurer Hagerty...
Hagerty is the leading collector car and enthusiast vehicle insurer operating as an MGA (with owned reinsurer Hagerty Re) and marketplace (Broad Arrow auctions, digital platform). Insurance segment represented 92% of 2025 revenue; commission revenue from the Markel Alliance Agreement (Essentia carrier) represented 91% of total commission revenue. Hagerty Re assumed 80% quota share of Essentia risk as of Dec 31, 2025, increasing to 100% in 2026.