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HGTY Clase A Hagerty, Inc. Class A Common Stock
NYSE · Insurance · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026
$13,61
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$9,36mínimo 52 semanas
$14,17máximo 52 semanas
Capitalización Bursátil (MRQ)
$4.72B
Ingresos
$1.46B
tus insignias
Rango 52S
$9–$14
Calificación del Analista
BUY
Precio Objetivo
$14
P/E
·
ROE
80.3%
Margen de Beneficio Neto
4.9%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
HGTY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$13.61
Capitalización Bursátil (MRQ)
$4.72B
Ingresos
$1.46B
ROE
80.3%
Deuda/Capital (MRQ)
1.0
Rango 52S
$9–$14
HGTY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.46B2020-12-31 → 2025-12-31
BPA·2020-12-31 → 2021-12-31
Flujo de caja libre$194M2021-12-31 → 2025-12-31
Margen neto4.9%2021-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | HGTY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/S (TTM) | 3.3promedio 5A ≈4.1 | ≈4.1 | 3.0 | Infravalorado | |
| P/C (MRQ) | 21.9promedio 5A ≈21.1 | ≈21.1 | 2.5 | Sobrevalorado | |
| Precio / FCF (TTM) | 16.9promedio 5A ≈-1008.6 | ≈-1008.6 | · | · | |
| Precio / Flujo de Caja (TTM) | 15.4promedio 5A ≈50.5 | ≈50.5 | 18.6 | Sobrevalorado | |
| Precio / Valor Contable Tangible (MRQ) | 37.4 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | HGTY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 2.6%promedio 5A ≈2.9% | ≈2.9% | 19.7% | Débil | |
| Margen antes de impuestos (TTM) | 2.4%promedio 5A ≈2.9% | ≈2.9% | 14.3% | Débil | |
| Margen de Beneficio Neto (TTM) | 4.9%promedio 5A ≈3.2% | ≈3.2% | 8.5% | Débil | |
| ROA | 7.8%promedio 5A ≈2.3% | ≈2.3% | 4.3% | De primer nivel | |
| ROE | 80.3%promedio 5A ≈37.2% | ≈37.2% | 7.8% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | HGTY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 1.0promedio 5A ≈0.9 | ≈0.9 | 0.6 | Deuda alta | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 1.0promedio 5A ≈0.9 | ≈0.9 | 0.7 | Deuda alta |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | HGTY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 17.3%promedio 5A ≈23.9% | ≈23.9% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 22.7%promedio 5A ≈25.3% | ≈25.3% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 23.9% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 90.6%promedio 5A ≈447.0% | ≈447.0% | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 296.0% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 71.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | HGTY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.8promedio 5A ≈0.7 | ≈0.7 | 0.4 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 16.1promedio 5A ≈15.4 | ≈15.4 | 9.3 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$770.2K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
85.6%
Próximo informe
Nov 02, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 11, 2026 | $-0.02 | $-0.09 | 77.5% |
| 31 de marzo de 2026 | May 12, 2026 | $-0.04 | $-0.04 | 2.0% |
| 31 de diciembre de 2025 | $0.08 | $0.04 | 124.7% | |
| 30 de septiembre de 2025 | $0.13 | $0.08 | 60.7% | |
| 30 de junio de 2025 | $0.13 | $0.12 | 12.5% | |
| 31 de marzo de 2025 | $0.08 | $0.02 | 236.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $1.46B | $1.24B | $1.03B | $788M | $619M | $500M | |
| SG&A Expense | $95M | $83M | $85M | $89M | $65M | $51M | |
| Operating Expenses | $1.28B | $1.13B | $977M | · | · | · | |
| Operating Income | · | $66M | $10M | $-68M | $-10M | $16M | |
| Interest Income | $39M | $39M | $27M | $7M | · | · | |
| Other Non-op | $-41M | $-6M | $-4M | $2M | $-2M | $-987.0K | |
| Pretax Income | $139M | $94M | $45M | $11M | $-55M | $15M | |
| Income Tax | $-10M | $15M | $17M | $7M | $7M | $5M | |
| Net Income | $149M | $78M | $28M | $2M | $-61M | $10M | |
| EPS (Basic) | · | · | · | $0.39 | $-0.56 | $101.66 | |
| EPS (Diluted) | · | · | · | · | $-0.56 | $101.66 | |
| Shares (Basic) | · | · | · | · | 82,327,000 | 100,000 | |
| Shares (Diluted) | · | · | · | · | 82,327,000 | 100,000 | |
| EBITDA | $38M | $105M | $56M | $-34M | $12M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $160M | $105M | $108M | $95M | $275M | $38M | |
| Short-term Investments | · | $74M | $11M | · | · | · | |
| Receivables | $99M | $85M | $72M | $58M | $47M | $34M | |
| Inventory | $12M | $18M | $5M | $2M | · | · | |
| Prepaid Expense | · | · | · | $46M | $30M | $15M | |
| Other Current Assets | · | $91M | $49M | $46M | · | · | |
| Current Assets | · | $858M | $1.25B | $937M | $895M | $513M | |
| PP&E (Net) | $16M | $18M | $21M | $25M | $28M | $26M | |
| PP&E (Gross) | · | $46M | $45M | $47M | $49M | $51M | |
| Accum. Depreciation | · | $27M | $24M | $22M | $21M | $25M | |
| Goodwill | $114M | $114M | $114M | $115M | $11M | $5M | |
| Intangibles | $89M | $90M | $92M | $104M | $76M | $47M | |
| Other Non-current Assets | · | $75M | $38M | $37M | $147M | $72M | |
| Total Assets | $2.09B | $1.71B | $1.59B | $1.31B | $1.04B | $611M | |
| Accounts Payable | · | · | · | $16M | $9M | $12M | |
| Accrued Liabilities | · | · | · | · | $46M | $36M | |
| Current Liabilities | · | $915M | $842M | $667M | $496M | $385M | |
| Capital Leases | · | $43M | $50M | $81M | $0 | · | |
| Deferred Tax | $23M | $18M | $16M | $13M | $11M | · | |
| Other Non-current Liabilities | · | $18M | $4M | $11M | $7M | $5M | |
| Total Liabilities | $1.35B | $1.10B | $1.09B | $945M | $771M | $493M | |
| Long-term Debt | $178M | $106M | $131M | $108M | $136M | $70M | |
| Total Debt | $178M | $106M | $134M | $108M | $136M | · | |
| Paid-in Capital | $623M | $604M | $562M | $549M | $160M | · | |
| Retained Earnings | $-403M | $-452M | $-469M | $-490M | $-482M | $57M | |
| AOCI | $1M | $-2M | $-88.0K | $-213.0K | $-2M | $-2M | |
| Stockholders' Equity | $221M | $150M | $93M | $59M | $-324M | $-1.5K | |
| Liabilities + Equity | $2.09B | $1.71B | $1.59B | $1.31B | $1.04B | $611M | |
| Shares Outstanding | · | 345,210,737 | 340,087,700 | 338,961,435 | 333,361,000 | 2,875,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $38M | $39M | $46M | $34M | $22M | $12M | |
| Stock-based Comp | $19M | $17M | $18M | $12M | $0 | · | |
| Deferred Tax | $-35M | $3M | $3M | $3M | $3M | $1M | |
| Amort. of Intangibles | $24M | $27M | $29M | $22M | $13M | $6M | |
| Restructuring | · | · | $9M | $18M | $0 | · | |
| Other Non-cash | $48M | $40M | $39M | $-26M | $63M | · | |
| Operating Cash Flow | $219M | $177M | $134M | $55M | $42M | $85M | |
| CapEx | $25M | $21M | $26M | $44M | $43M | $38M | |
| Investing Cash Flow | $-185M | $-619M | $-53M | $-92M | $-69M | $-47M | |
| Debt Issued | $257M | $62M | $162M | $94M | $108M | $73M | |
| Net Debt Issued | $69M | $-29M | $22M | $-28M | $68M | · | |
| Stock Issued | · | · | $2M | $0 | $0 | · | |
| Net Stock Activity | · | · | $2M | · | · | · | |
| Financing Cash Flow | $30M | $-47M | $103M | $-28M | $332M | $40M | |
| Net Change in Cash | $66M | $-491M | $185M | $-65M | $305M | $78M | |
| Taxes Paid | $16M | $18M | $10M | · | · | · | |
| Free Cash Flow | $194M | $156M | $107M | $11M | $-1M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Margin | · | 5.5% | 1.0% | -8.6% | -1.6% | · | |
| Net Margin | 10.2% | 6.5% | 2.8% | 4.1% | -7.5% | · | |
| Pretax Margin | 9.6% | 7.8% | 4.5% | 1.4% | -8.8% | · | |
| EBITDA Margin | 2.6% | 8.8% | 5.6% | -4.3% | 1.9% | · | |
| ROA | 7.8% | 4.8% | 1.9% | 2.7% | -5.6% | · | |
| ROE | 80.3% | 64.4% | 37.1% | -24.2% | 28.2% | · | |
| ROIC | · | 21.7% | 2.9% | -14.8% | 6.0% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | · | 0.9 | 1.5 | 1.4 | 1.8 | · | |
| Quick Ratio | · | 0.3 | 0.2 | 0.2 | 0.6 | · | |
| Debt / Equity | 0.8 | 0.7 | 1.4 | 1.8 | -0.4 | · | |
| LT Debt / Equity | 0.8 | 0.7 | 1.4 | 1.8 | -0.4 | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.7 | 0.7 | 0.7 | · | |
| Receivables Turnover | 16.1 | 15.4 | 15.4 | 15.0 | 15.4 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $0.44 | $0.27 | $0.17 | $-0.97 | · | |
| Revenue / Share | · | · | · | · | $7.52 | · | |
| Cash Flow / Share | · | · | · | · | $0.51 | · | |
| Cash / Share | · | $0.30 | $0.32 | $0.28 | $0.83 | · | |
| EPS (TTM) | · | · | · | · | $-0.56 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.3% | 20.9% | 30.4% | 27.2% | 23.9% | · | |
| Revenue CAGR 3Y | 22.7% | 26.1% | 27.2% | · | · | · | |
| Revenue CAGR 5Y | 23.9% | · | · | · | · | · | |
| Net Income YoY | 90.6% | 177.9% | 1072.7% | · | · | · | |
| Net Income CAGR 3Y | 296.0% | · | 40.5% | · | · | · | |
| Net Income CAGR 5Y | 71.1% | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.46B | $1.24B | $1.03B | $788M | $619M | · | |
| Net Income TTM | $149M | $78M | $28M | $2M | $-61M | · | |
| Market Cap | · | $3.33B | $2.65B | $2.85B | $4.73B | · | |
| Enterprise Value | · | $3.26B | $2.68B | $2.86B | $4.59B | · | |
| P/E | · | · | · | · | -25.3 | · | |
| P/S | · | 2.7 | 2.6 | 3.6 | 7.6 | · | |
| P/B | · | 22.2 | 28.6 | 48.1 | -14.6 | · | |
| P / Cash Flow | · | 18.8 | 19.8 | 51.5 | 111.8 | · | |
| P / FCF | · | 21.4 | 24.7 | 260.3 | -4340.7 | · | |
| EV / EBITDA | · | 30.9 | 47.6 | -85.0 | 380.0 | · | |
| EV / FCF | · | 20.9 | 25.0 | 261.5 | -4213.2 | · | |
| EV / Revenue | · | 2.6 | 2.6 | 3.6 | 7.4 | · | |
| Earnings Yield | · | · | · | · | -4.0% | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $355M | $312M | $388M | $380M | $379M | $328M | $333M | $323M | $313M | $272M | $272M | $276M | $261M | $218M | $197M | $217M | |
| SG&A Expense | $95M | $72M | $25M | $24M | $162M | $144M | $20M | $21M | $21M | $20M | $21M | $22M | $21M | $21M | $25M | $24M | |
| Operating Expenses | $351M | $331M | · | · | $321M | $294M | · | · | · | · | · | · | · | · | · | · | |
| Operating Income | · | · | · | $34M | $48M | $26M | · | $10M | $38M | $12M | · | $16M | $17M | $-16M | $-36M | $-21M | |
| Interest Income | $11M | $10M | $10M | $10M | $10M | $9M | $9M | $10M | $11M | $9M | $9M | $7M | $6M | · | · | · | |
| Other Non-op | $-28.0K | $-922.0K | $-33M | $-21M | $-5M | $-2M | $-34M | $8M | $12M | $7M | $-20M | $6M | $4M | $6M | $2M | $662.0K | |
| Pretax Income | $2M | $-21M | $40M | $13M | $53M | $33M | $14M | $18M | $48M | $13M | $14M | $23M | $19M | $-11M | $-29M | $26M | |
| Income Tax | $-6M | $-8M | $11M | $-33M | $6M | $5M | $5M | $-1M | $6M | $5M | $5M | $5M | $4M | $4M | $3M | $-91.0K | |
| Net Income | $8M | $-13M | $29M | $46M | $47M | $27M | $8M | $19M | $43M | $8M | $9M | $19M | $16M | $-15M | $-44M | $24M | |
| EBITDA | · | $10M | · | $44M | $57M | $35M | · | $19M | $48M | $23M | · | $27M | $28M | $-3M | · | $-12M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $298M | $212M | $160M | $160M | $140M | $128M | $105M | $147M | $121M | $131M | $108M | $91M | $114M | $63M | $95M | $180M | |
| Short-term Investments | · | · | · | $130M | $119M | $105M | · | $62M | $65M | · | · | · | · | · | · | · | |
| Receivables | $27M | $28M | $96M | $107M | $108M | $98M | $85M | $93M | $88M | $72M | · | $82M | $77M | $63M | · | $70M | |
| Inventory | $25M | $32M | $12M | $14M | $18M | $14M | $18M | $9M | $14M | $4M | · | $2M | $5M | $5M | · | · | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $47M | |
| Other Current Assets | · | · | · | $99M | $116M | $102M | · | $78M | $84M | $81M | · | $57M | $64M | $58M | · | · | |
| Current Assets | · | · | · | $1.21B | $1.21B | $998M | · | $1.01B | $1.01B | $1.24B | · | $1.25B | $1.18B | $926M | · | $1.05B | |
| PP&E (Net) | $17M | $17M | $16M | $17M | $17M | $18M | $18M | $19M | $20M | $20M | · | $22M | $23M | $25M | · | $28M | |
| Goodwill | $114M | $114M | $114M | $114M | $114M | $114M | $114M | $114M | $114M | $114M | · | $114M | $115M | $115M | $115M | $115M | |
| Intangibles | $89M | $89M | $89M | $88M | $87M | $87M | $90M | $92M | $83M | $88M | · | $96M | $104M | $103M | · | $102M | |
| Other Non-current Assets | · | · | · | $86M | $67M | $63M | · | $55M | $47M | $49M | · | $38M | $41M | $40M | · | $263M | |
| Total Assets | $2.15B | $2.02B | $2.09B | $2.15B | $2.04B | $1.82B | $1.71B | $1.82B | $1.73B | $1.57B | · | $1.58B | $1.55B | $1.30B | · | $1.34B | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $26M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $48M | |
| Current Liabilities | · | · | · | $1.22B | $1.15B | $987M | · | $1.00B | $970M | $849M | · | $891M | $849M | $695M | · | $721M | |
| Capital Leases | · | · | · | $41M | $41M | $42M | · | $45M | $47M | $49M | · | $52M | $77M | $79M | · | · | |
| Deferred Tax | $244.0K | $6M | $23M | $24M | $22M | $18M | $18M | $21M | $18M | $15M | · | $18M | $17M | $14M | · | $14M | |
| Other Non-current Liabilities | · | · | · | $14M | $3M | $2M | · | $4M | $3M | $3M | · | $4M | $5M | $4M | · | $7M | |
| Total Liabilities | $1.41B | $1.29B | $1.35B | $1.44B | $1.38B | $1.20B | $1.10B | $1.21B | $1.19B | $1.06B | · | $1.11B | $1.09B | $945M | · | $955M | |
| Long-term Debt | $216M | $229M | $178M | $104M | $153M | $133M | $106M | $123M | $98M | $91M | · | $76M | $81M | $89M | · | $136M | |
| Total Debt | $216M | $229M | · | $178M | $153M | $133M | · | $124M | $99M | $97M | · | $76M | $81M | $89M | · | $136M | |
| Paid-in Capital | $624M | $626M | $623M | $622M | $605M | $607M | $604M | $602M | $555M | $564M | · | $558M | $557M | $554M | · | $546M | |
| Retained Earnings | $-407M | $-407M | $-403M | $-412M | $-433M | $-444M | $-452M | $-455M | $-460M | $-470M | · | $-484M | $-489M | $-492M | · | $-446M | |
| AOCI | $-1M | $-66.0K | $1M | $998.0K | $262.0K | $-455.0K | $-2M | $1M | $-667.0K | $-236.0K | · | $-176.0K | $83.0K | $-272.0K | · | $-2M | |
| Stockholders' Equity | $215M | $219M | $221M | $212M | $172M | $163M | $150M | $148M | $94M | $94M | · | $74M | $67M | $62M | · | $99M | |
| Liabilities + Equity | $2.15B | $2.02B | $2.09B | $2.15B | $2.04B | $1.82B | $1.71B | $1.82B | $1.73B | $1.57B | · | $1.58B | $1.55B | $1.30B | · | $1.34B | |
| Shares Outstanding | 346,801,330 | · | · | 346,042,267 | 345,815,692 | 345,219,009 | · | 345,158,709 | 341,070,926 | 340,154,703 | · | 339,978,229 | 339,904,789 | 338,978,402 | · | 338,961,435 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $10M | $11M | $11M | $11M | $10M | $14M | $10M | $9M | |
| Stock-based Comp | $5M | $5M | $4M | $5M | $5M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $-13M | $-14M | $-90.0K | $-36M | $3M | $-939.0K | $157.0K | $788.0K | $3M | $-571.0K | $-2M | $1M | $3M | $937.0K | $-400.0K | $820.0K | |
| Amort. of Intangibles | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | $8M | $7M | $7M | $7M | $6M | $6M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $473.0K | $3M | $6M | · | · | |
| Other Non-cash | · | $28M | · | · | · | $4M | · | · | · | $36M | · | · | · | $-5M | · | · | |
| Operating Cash Flow | $170M | $16M | $29M | $92M | $54M | $44M | $-13M | $67M | $64M | $58M | $1M | $62M | $59M | $12M | $-38M | $34M | |
| CapEx | $8M | $8M | $6M | $7M | $6M | $5M | $4M | $5M | $7M | $5M | $5M | $5M | $8M | $8M | $11M | $12M | |
| Investing Cash Flow | $-43M | $-40M | $-62M | $-91M | $-27M | $-4M | $-56M | $-83M | $-462M | $-18M | $-18M | $-3M | $-6M | $-25M | $-12M | $-27M | |
| Debt Issued | $43M | $58M | $16M | $48M | $32M | $160M | $9M | $27M | $17M | $8M | $61M | $29M | $44M | $28M | $3M | $49M | |
| Net Debt Issued | · | $52M | · | · | · | $39M | · | · | · | $-37M | · | · | · | $-19M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | |
| Financing Cash Flow | $-26M | $91M | $-483.0K | $931.0K | $15M | $14M | $-20M | $24M | $-14M | $-37M | $55M | $-5M | $72M | $-19M | $-29M | $49M | |
| Net Change in Cash | $101M | $68M | $-34M | $2M | $44M | $53M | $-91M | $8M | $-411M | $3M | $39M | $53M | $125M | $-32M | $-77M | $55M | |
| Taxes Paid | $18M | $230.0K | · | · | $12M | $101.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $9M | · | · | · | $38M | · | · | · | $54M | · | · | · | $4M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | 9.0% | 12.9% | 8.1% | · | 3.1% | 12.2% | 4.5% | · | 5.9% | 6.6% | -7.5% | · | -9.8% | |
| Net Margin | 2.3% | -4.1% | · | 12.2% | 12.8% | 8.5% | · | 5.9% | 13.6% | 3.0% | · | 6.8% | 0.92% | -0.96% | · | 6.8% | |
| Pretax Margin | 0.63% | -6.7% | · | 3.5% | 14.5% | 10.3% | · | 5.6% | 15.5% | 4.9% | · | 8.4% | 7.4% | -5.2% | · | 11.9% | |
| EBITDA Margin | · | 3.1% | · | 11.5% | 15.3% | 11.0% | · | 6.0% | 15.3% | 8.4% | · | 9.8% | 10.6% | -1.3% | · | -5.7% | |
| ROA | 0.38% | -0.66% | · | 2.3% | 2.5% | 1.6% | · | 1.1% | 2.6% | 0.57% | · | 1.3% | 0.18% | -0.18% | · | 2.0% | |
| ROE | 4.2% | -6.7% | · | 25.7% | 35.4% | 21.3% | · | 17.1% | 52.7% | 10.5% | · | 21.5% | 3.5% | -3.1% | · | 34.5% | |
| ROIC | · | · | · | 30.5% | 13.0% | 7.2% | · | 3.9% | 17.3% | 3.9% | · | 8.6% | 9.4% | -14.4% | · | -9.1% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 1.0 | 1.1 | 1.0 | · | 1.0 | 1.0 | 1.5 | · | 1.4 | 1.4 | 1.3 | · | 1.5 | |
| Quick Ratio | · | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | |
| Debt / Equity | 1.0 | 1.0 | · | 0.8 | 0.9 | 0.8 | · | 0.8 | 1.1 | 1.0 | · | 1.0 | 1.2 | 1.4 | · | 1.4 | |
| LT Debt / Equity | 1.0 | 1.0 | · | 0.5 | 0.9 | 0.8 | · | 0.8 | 1.0 | 1.0 | · | 1.0 | 1.2 | 1.4 | · | 1.4 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | |
| Receivables Turnover | 5.2 | 5.0 | · | 3.8 | 3.8 | 3.8 | · | 3.7 | 3.8 | 4.0 | · | 3.6 | 3.9 | 3.9 | · | 6.2 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.62 | · | · | $0.61 | $0.50 | $0.47 | · | $0.43 | $0.28 | $0.28 | · | $0.22 | $0.20 | $0.18 | · | $0.29 | |
| Cash / Share | $0.86 | · | · | $0.46 | $0.41 | $0.37 | · | $0.43 | $0.35 | $0.39 | · | $0.27 | $0.34 | $0.19 | · | $0.53 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.43B | $1.46B | · | $1.42B | $1.36B | $1.30B | · | $1.18B | $1.13B | $1.08B | · | $952M | $893M | $838M | · | $745M | |
| Net Income TTM | $70M | $109M | · | $129M | $102M | $97M | · | $79M | $79M | $51M | · | $-25M | $-19M | $-40M | · | $-20M | |
| Market Cap | $4.13B | · | · | $4.17B | $3.50B | $3.12B | · | $3.51B | $3.55B | $3.11B | · | $2.78B | $3.18B | $2.96B | · | $3.05B | |
| Enterprise Value | $4.05B | · | · | $4.05B | $3.39B | $3.02B | · | $3.43B | $3.46B | $3.08B | · | $2.76B | $3.15B | $2.99B | · | $3.00B | |
| P/S | 2.9 | · | · | 2.9 | 2.6 | 2.4 | · | 3.0 | 3.1 | 2.9 | · | 2.9 | 3.6 | 3.5 | · | 4.1 | |
| P/B | 19.2 | · | · | 19.7 | 20.3 | 19.2 | · | 23.7 | 37.6 | 33.3 | · | 37.4 | 47.2 | 47.7 | · | 30.7 | |
| P / Tangible Book | 344.2 | · | · | 460.4 | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 71.2 | · | · | · | 53.4 | · | · | · | 252.6 | · | · | |
| EV / Revenue | 2.8 | · | · | 2.9 | 2.5 | 2.3 | · | 2.9 | 3.1 | 2.8 | · | 2.9 | 3.5 | 3.6 | · | 4.0 |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $1.46B | $1.24B | $1.03B | $788M | $619M |
| Margen Operativo % | · | 5.5% | 1.0% | -8.6% | -1.6% |
| Beneficio neto | $149M | $78M | $28M | $2M | $-61M |
| EPS Diluido | · | · | · | · | $-0.56 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.8 | 0.7 | 1.4 | 1.8 | -0.4 |
| Ratio corriente | · | 0.9 | 1.5 | 1.4 | 1.8 |
| Ratio Rápido | · | 0.3 | 0.2 | 0.2 | 0.6 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $194M | $156M | $107M | $11M | $-1M |
Propietarios institucionales (13F) 136 declarantes · $1.1B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
136
Valor en tenencia
$1.1B
Nuevas posiciones
19
Posiciones cerradas
8
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 19 (-6 vs trimestre anterior) | 8 (-9 vs trimestre anterior) | 45 (+14 vs trimestre anterior) | 33 (-2 vs trimestre anterior) | +1.4M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $617 456 000 | 51 800 000 | 57,73% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $113 579 779 | 9 528 505 | 10,62% | Acciones |
| Polar Capital Holdings Plc | $71 520 000 | 6 000 000 | 6,69% | Acciones |
| VANGUARD GROUP INC | $45 907 573 | 3 415 742 | 4,29% | Acciones |
| Markel Group Inc. | $35 897 400 | 3 108 000 | 3,36% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $22 987 625 | 1 928 492 | 2,15% | Acciones |
| Greenhaven Road Investment Management, L.P. | $22 235 926 | 1 865 430 | 2,08% | Acciones |
| Pembroke Management, LTD | $20 298 878 | 1 702 926 | 1,90% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19 671 922 | 1 650 329 | 1,84% | Acciones |
| Lincoln Capital LLC | $11 605 924 | 973 651 | 1,09% | Acciones |
| BlackRock, Inc. | $8 564 330 | 718 484 | 0,80% | Acciones |
| ROYCE & ASSOCIATES LP | $6 258 000 | 525 000 | 0,59% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $5 329 655 | 446 889 | 0,50% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $4 465 002 | 374 615 | 0,42% | Acciones |
| FIRST TRUST ADVISORS LP | $4 003 355 | 335 852 | 0,37% | Acciones |
| SCHOLTZ & COMPANY, LLC | $3 676 188 | 308 405 | 0,34% | Acciones |
| MORGAN STANLEY | $3 661 181 | 307 146 | 0,34% | Acciones |
| STATE STREET CORP | $3 151 159 | 264 359 | 0,29% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 847 462 | 238 881 | 0,27% | Acciones |
| BROWN ADVISORY INC | $2 598 560 | 218 000 | 0,24% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 550 248 | 213 947 | 0,24% | Acciones |
| Woodline Partners LP | $2 537 983 | 212 918 | 0,24% | Acciones |
| UBS Group AG | $2 450 644 | 205 591 | 0,23% | Acciones |
| Garner Asset Management Corp | $2 060 074 | 172 825 | 0,19% | Acciones |
| OXFORD FINANCIAL GROUP, LTD. LLC | $2 026 400 | 170 000 | 0,19% | Acciones |
| LPL Financial LLC | $1 817 812 | 152 501 | 0,17% | Acciones |
| National Philanthropic Trust | $1 788 000 | 150 000 | 0,17% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 624 875 | 136 315 | 0,15% | Acciones |
| PALISADE CAPITAL MANAGEMENT, LP | $1 414 388 | 118 657 | 0,13% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1 369 635 | 101 756 | 0,13% | Acciones |
| NORTHERN TRUST CORP | $1 307 886 | 109 722 | 0,12% | Acciones |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1 231 336 | 103 300 | 0,12% | Acciones |
| TD Asset Management Inc | $1 194 193 | 100 184 | 0,11% | Acciones |
| OPPENHEIMER & CO INC | $1 065 851 | 89 417 | 0,10% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 064 448 | 79 200 | 0,10% | Acciones |
| Swiss National Bank | $966 235 | 81 060 | 0,09% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $873 355 | 73 268 | 0,08% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $853 591 | 71 610 | 0,08% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $823 994 | 69 127 | 0,08% | Acciones |
| Bristlecone Value Partners, LLC | $716 308 | 60 093 | 0,07% | Acciones |
| 17 CAPITAL PARTNERS, LLC | $652 799 | 54 765 | 0,06% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $651 571 | 54 662 | 0,06% | Acciones |
| GOLDMAN SACHS GROUP INC | $618 755 | 51 909 | 0,06% | Acciones |
| Trexquant Investment LP | $609 851 | 51 162 | 0,06% | Acciones |
| D. E. Shaw & Co., Inc. | $573 698 | 48 129 | 0,05% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $552 671 | 46 365 | 0,05% | Acciones |
| BANK OF MONTREAL /CAN/ | $552 277 | 46 332 | 0,05% | Acciones |
| Vident Advisory, LLC | $510 355 | 42 815 | 0,05% | Acciones |
| E. Ohman J:or Asset Management AB | $480 558 | 45 637 | 0,04% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $476 124 | 45 216 | 0,04% | Acciones |
Activistas y propietarios del %+ 5 5 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| HAGERTY HOLDING CORP. ×4 presentaciones | 11 de septiembre de 2026 | 56,50% | Enmienda | Inversión pasiva | SEC |
| MARKEL GROUP INC. ×5 presentaciones | 15 de abril de 2026 | 44,80% | Enmienda | Campaña de la junta directiva | SEC |
| State Farm Mutual Automobile Insurance Company ×7 presentaciones | 6 de noviembre de 2025 | 53,50% | Enmienda | · | SEC |
| Markel Corporation | 10 de diciembre de 2021 | · | Presentación inicial | Inversión pasiva | SEC |
| Aldel Investors LLC, Aldel LLC, Robert I. Kauffman | 17 de mayo de 2021 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 32 insiders · 14 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mckeel Hagerty | Chief Executive Officer | 1 de abril de 2026 F | 1 037 740 | 0 | 0 | $0 |
| Patrick Mcclymont | Chief Financial Officer | 2 de abril de 2026 A | 336 794 | 0 | 0 | $0 |
| Frederick Turcotte | Chief Financial Officer | 10 de abril de 2023 F | 452 818 | 0 | 0 | $0 |
| Jeffrey Edward Briglia | President of Insurance | 1 de julio de 2026 F | 157 135 | 0 | 0 | $0 |
| Kenneth Ahn | President, Hagerty Marketplace | 1 de abril de 2026 F | 127 115 | 0 | 8 | $-5 754 573 |
| John Carlisle Butcher | President | 5 de abril de 2023 F | 66 495 | 0 | 0 | $0 |
| Kevin M Delaney | Chief Accounting Officer | 2 de julio de 2026 S | 83 972 | 0 | 3 | $-163 227 |
| Diana Chafey | Chief Legal Officer | 2 de abril de 2026 A | 77 008 | 0 | 0 | $0 |
| Russell Andrew Page | Chief Information Officer | 1 de abril de 2026 F | 131 743 | 0 | 0 | $0 |
| Collette Champagne | CHRO and CAO | 1 de abril de 2026 F | 270 207 | 0 | 0 | $0 |
| Paul Rehrig | Pres. of Hagerty Media & Entmt | 1 de octubre de 2024 A | 187 954 | 0 | 0 | $0 |
| Charles John Favour | Chief Underwriting Officer | 1 de abril de 2024 A | 95 338 | 0 | 0 | $0 |
| Barbara E Matthews | SVP, Gen Counsel & Corp Secr. | 10 de abril de 2023 F | 130 600 | 0 | 0 | $0 |
| Kelly Edward Smith | Chief Strategy Officer | 1 de abril de 2022 A | 185 | 0 | 0 | $0 |
| Robert I. Kauffman | Consejero | 24 de septiembre de 2026 G | 674 097 | 0 | 14 | $-2 745 341 |
| Henrik Waersted Bjornstad | Consejero | 1 de julio de 2026 A | 10 114 | 0 | 0 | $0 |
| Anthony J Kuczinski | Consejero | 15 de mayo de 2026 P | 68 648 | 3 | 0 | $298 170 |
| Laurie Harris | Consejero | 7 de abril de 2026 S | 36 689 | 0 | 1 | $-60 896 |
| Randall Houston Harbert | Consejero | 1 de abril de 2026 A | 45 832 | 0 | 0 | $0 |
| Mika Salmi | Consejero | 1 de abril de 2026 A | 54 173 | 0 | 0 | $0 |
| Sabrina Kay | Consejero | 1 de abril de 2026 A | 54 173 | 0 | 0 | $0 |
| Michael R Heaton | Consejero | 1 de abril de 2026 A | 22 101 | 0 | 0 | $0 |
| William H Swanson | Consejero | 1 de abril de 2026 A | 54 173 | 0 | 0 | $0 |
| Michael F Crowley | Consejero | 1 de abril de 2025 A | 42 302 | 0 | 0 | $0 |
| Michael E Angelina | Consejero | 1 de abril de 2023 A | 18 638 | 0 | 0 | $0 |
| Michael L. Tipsord | Consejero | 1 de abril de 2022 A | 8 341 | 0 | 0 | $0 |
| Aldel Investors LLC | Consejero | 12 de abril de 2021 P | 515 000 | 0 | 0 | $0 |
| Charles E. Nearburg | Consejero | 9 de abril de 2021 P | 215 000 | 0 | 0 | $0 |
| Martin S. Friedman | Consejero | 9 de abril de 2021 P | 25 000 | 0 | 0 | $0 |
| Hagerty Holding Corp. | Propietario del 10% | 11 de septiembre de 2026 C | 0 | 0 | 2 | $-122 012 125 |
| State Farm Mutual Automobile Insurance Company | Propietario del 10% | 5 de julio de 2024 J | 56 040 881 | 0 | 0 | $0 |
| MARKEL GROUP INC. | Propietario del 10% | 3 de julio de 2024 J | 3 108 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 17 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| FYC · First Trust Exchange-Traded AlphaDE… | 0,13% | 144 465 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 13 088 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 15 096 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 433 617 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 1 047 706 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,01% | 602 623 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 11 064 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 69 680 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2 496 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 1 173 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 000 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 758 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 958 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 5 045 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 446 997 SH | 19 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 1 857 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 17 300 SH | 1 de septiembre de 2026 | Diario |
HGTY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 15 analistas
COMPRA
Objetivo mediano
$14.50
+6,5%
3 20,0%
Compra fuerte
6 40,0%
Compra
5 33,3%
Mantener
1 6,7%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
8 analistas · 2026-10-03Objetivo medio $14.50 +6,5%
Ahora
Precio Actual $13.61
Mín$13.00
Media$14.50
Máx$16.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HGTY | · | · | 17.3% | 10.2% | 80.3% | · |
| MRSH | $89.98B | 22.0 | 10.3% | 15.4% | 28.1% | · |
| AJG | $66.51B | 45.1 | 20.7% | 10.7% | 6.9% | · |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | · |
| RYAN | · | · | 21.3% | 2.1% | 9.9% | · |
| BWIN | · | -48.1 | 8.3% | -2.2% | -5.7% | · |
| LIFE | · | · | 52.0% | 18.4% | -108.4% | · |
| GSHD | · | 70.8 | 16.2% | 7.6% | -107.8% | · |
| TWFG | · | 54.3 | 22.0% | · | · | · |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Ago 5, 2026