HGTY Stock — Hagerty Inc

Hagerty Inc (HGTY)

Updated October 16, 2026.

HGTY is a Stock. Total return is 56.9% over the past 5.4 years, 38.8 points behind SPY at 95.7%.

Hagerty operates as a managing general agent that underwrites, sells, and services collector car and enthusiast vehicle insurance policies across the United States, Canada, and the United Kingdom, while also offering related memberships, reinsurance services, and marketplace services for buying, selling, and financing collector vehicles. The company does not currently have an established distribution schedule. This business appeals to investors seeking exposure to the specialized insurance and automotive enthusiast markets rather than those focused on regular income generation.

HGTY performance versus SPY

Price and return data through 2026-10-16.

Total return is 56.9% over the past 5.4 years, 38.8 points behind SPY at 95.7%. Over the past year its total return — price change plus distributions reinvested — is 33.7%. Its deepest 1-year drawdown was 30.0%.

HGTY key facts

Asset type

Stock

Asset class

Equity

Inception date

06/01/2021

Distribution frequency

None

Last close

$15.30 (as of 2026-10-16)

Market cap

$1,703,204,002

Average volume

357316.0

Beta

0.81

Payout ratio

0.0%

P/E ratio

117.69

Forward P/E

24.0385

EPS

$0.13

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

HGTY risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 30.0%.

Who may consider HGTY — and who may not

It is a weaker fit for investors who need monthly cash flow (HGTY does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on HGTY

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Tagged: Financials.

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