HGTY Sınıf A Hagerty, Inc. Class A Common Stock
NYSE · Insurance · SEC EDGAR'da Görüntüle ↗ kapat Eki 2, 2026 10-K/10-Q Ağu 5, 2026
$13,61
· 52 haftalık aralığın %'i
· düşüğün üstünde
· yükseğe
$9,3652 haftanın en düşüğü
$14,1752 haftanın en yükseği
Piyasa Değeri (MRQ)
$4.72B
Gelir
$1.46B
rozetleriniz
52 Haftlık Aralık
$9–$14
Analist Derecelendirmesi
BUY
Fiyat Hedefi
$14
P/E
·
ROE
80.3%
Net Kâr Marjı
4.9%
Rozet şeridiniz boş — bu sayfada herhangi bir metriği sabitleyin.
HGTY Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık
Fiyat
$13.61
Piyasa Değeri (MRQ)
$4.72B
Gelir
$1.46B
ROE
80.3%
D/E Borç/Özsermaye (MRQ)
1.0
52 Haftlık Aralık
$9–$14
HGTY Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin
aralık
çubuklar
Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.
10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri
Gelir$1.46B2020-12-31 → 2025-12-31
Hisse Başına Kâr·2020-12-31 → 2021-12-31
Serbest Nakit Akışı$194M2021-12-31 → 2025-12-31
Net kar marjı4.9%2021-12-31 → 2025-12-31
Değerleme ve Oranlar
Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?
| Metrik | 5 Yıllık trend | HGTY | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| F/S (TTM) | 3.35Y ort. ≈4.1 | ≈4.1 | 3.0 | Düşük değerli | |
| F/D (MRQ) | 21.95Y ort. ≈21.1 | ≈21.1 | 2.5 | Aşırı değerli | |
| Fiyat / Serbest Nakit Akışı (TTM) | 16.95Y ort. ≈-1008.6 | ≈-1008.6 | · | · | |
| Fiyat / Nakit Akışı (TTM) | 15.45Y ort. ≈50.5 | ≈50.5 | 18.6 | Aşırı değerli | |
| Fiyat / Maddi Defter Değeri (MRQ) | 37.4 | · | · | · |
Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.
Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC
| Metrik | 5 Yıllık trend | HGTY | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| EBITDA Margin (FAVÖK Marjı) | 2.6%5Y ort. ≈2.9% | ≈2.9% | 19.7% | Zayıf | |
| Vergi Öncesi Kar Marjı (TTM) | 2.4%5Y ort. ≈2.9% | ≈2.9% | 14.3% | Zayıf | |
| Net Kâr Marjı (TTM) | 4.9%5Y ort. ≈3.2% | ≈3.2% | 8.5% | Zayıf | |
| ROA | 7.8%5Y ort. ≈2.3% | ≈2.3% | 4.3% | En üst düzey | |
| ROE | 80.3%5Y ort. ≈37.2% | ≈37.2% | 7.8% | En üst düzey |
Finansal Sağlık Borç, likidite, solventlik — bilanço gücü
| Metrik | 5 Yıllık trend | HGTY | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Borç / Öz Sermaye (MRQ) | 1.05Y ort. ≈0.9 | ≈0.9 | 0.6 | Yüksek borç | |
| Uzun Vadeli Borç / Özkaynak (MRQ) | 1.05Y ort. ≈0.9 | ≈0.9 | 0.7 | Yüksek borç |
Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR
| Metrik | 5 Yıllık trend | HGTY | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Revenue YoY (Gelir Yıllık Bazda) | 17.3%5Y ort. ≈23.9% | ≈23.9% | · | · | |
| Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı) | 22.7%5Y ort. ≈25.3% | ≈25.3% | · | · | |
| Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı) | 23.9% | · | · | · | |
| Net Income YoY (Net Gelir Yıllık Bazda) | 90.6%5Y ort. ≈447.0% | ≈447.0% | · | · | |
| Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y) | 296.0% | · | · | · | |
| Net Income CAGR 5Y (Net Gelir Bileşik Yıllık Büyüme Oranı 5Y) | 71.1% | · | · | · |
Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı
| Metrik | 5 Yıllık trend | HGTY | 5Y ort. | Akran Ortalaması | Sonuç |
|---|---|---|---|---|---|
| Asset Turnover (Aktif Devir Hızı) | 0.85Y ort. ≈0.7 | ≈0.7 | 0.4 | En üst düzey | |
| Receivables Turnover (Alacak Devir Hızı) | 16.15Y ort. ≈15.4 | ≈15.4 | 9.3 | En üst düzey | |
| Revenue / Employee (Çalışan Başına Gelir) | ≈$770.2K | · | · | · |
değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme
Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi
Ort. Sürpriz
85.6%
Sonraki Rapor
Kas 02, 2026
| Dönem | Rapor | EPS Gerçek | EPS Tahmin | Sürpriz |
|---|---|---|---|---|
| 30 Haziran 2026 | Ağu 11, 2026 | $-0.02 | $-0.09 | 77.5% |
| 31 Mart 2026 | May 12, 2026 | $-0.04 | $-0.04 | 2.0% |
| 31 Aralık 2025 | $0.08 | $0.04 | 124.7% | |
| 30 Eylül 2025 | $0.13 | $0.08 | 60.7% | |
| 30 Haziran 2025 | $0.13 | $0.12 | 12.5% | |
| 31 Mart 2025 | $0.08 | $0.02 | 236.1% |
Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı
Gelir Tablosu
| Metrik | Eğilim | 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 | · |
Bilanço
| Metrik | Eğilim | 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 |
Nakit Akışı
| Metrik | Eğilim | 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 | · |
Kârlılık
| Metrik | Eğilim | 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% | · |
Likidite ve Solventlik
| Metrik | Eğilim | 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 | · |
Verimlilik
| Metrik | Eğilim | 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 | · |
Hisse Başına
| Metrik | Eğilim | 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 | · |
Büyüme Oranları
| Metrik | Eğilim | 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% | · | · | · | · | · |
Değerleme (TTM)
| Metrik | Eğilim | 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% | · |
Gelir Tablosu
| Metrik | Eğilim | 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 |
Bilanço
| Metrik | Eğilim | 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 |
Nakit Akışı
| Metrik | Eğilim | 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 | · | · |
Kârlılık
| Metrik | Eğilim | 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% |
Likidite ve Solventlik
| Metrik | Eğilim | 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 |
Verimlilik
| Metrik | Eğilim | 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 |
Hisse Başına
| Metrik | Eğilim | 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 |
Değerleme (TTM)
| Metrik | Eğilim | 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 |
En son dönem solda · null değerler · olarak gösterilir
Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Gelir | $1.46B | $1.24B | $1.03B | $788M | $619M |
| Faaliyet Kâr Marjı % | · | 5.5% | 1.0% | -8.6% | -1.6% |
| Net Gelir | $149M | $78M | $28M | $2M | $-61M |
| Seyreltilmiş Hisse Başı Kâr | · | · | · | · | $-0.56 |
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Borç / Öz Sermaye | 0.8 | 0.7 | 1.4 | 1.8 | -0.4 |
| Cari Oran | · | 0.9 | 1.5 | 1.4 | 1.8 |
| Cari Oran | · | 0.3 | 0.2 | 0.2 | 0.6 |
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Serbest Nakit Akışı | $194M | $156M | $107M | $11M | $-1M |
Kurumsal Sahipler (13F) 136 dosya · $1.1B toplam · Tarih itibarıyla 30 Eylül 2026
Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.
Sahipler
136
Tutulan Değer
$1.1B
Yeni pozisyonlar
19
Çıkan pozisyonlar
8
Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
| Yeni pozisyonlar | Çıkan pozisyonlar | Artırıldı | Azaldı | Net hisse senedi değişimi |
|---|---|---|---|---|
| 19 (-6 önceki Ç'ye göre) | 8 (-9 önceki Ç'ye göre) | 45 (+14 önceki Ç'ye göre) | 33 (-2 önceki Ç'ye göre) | +1.4M |
Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.
| Kurum | Değer | Hisse senetleri | % izlenen 13F'nin | Tür |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $617.456.000 | 51.800.000 | 57,73% | Hisse senetleri |
| NEUBERGER BERMAN GROUP LLC | $113.579.779 | 9.528.505 | 10,62% | Hisse senetleri |
| Polar Capital Holdings Plc | $71.520.000 | 6.000.000 | 6,69% | Hisse senetleri |
| VANGUARD GROUP INC | $45.907.573 | 3.415.742 | 4,29% | Hisse senetleri |
| Markel Group Inc. | $35.897.400 | 3.108.000 | 3,36% | Hisse senetleri |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.987.625 | 1.928.492 | 2,15% | Hisse senetleri |
| Greenhaven Road Investment Management, L.P. | $22.235.926 | 1.865.430 | 2,08% | Hisse senetleri |
| Pembroke Management, LTD | $20.298.878 | 1.702.926 | 1,90% | Hisse senetleri |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19.671.922 | 1.650.329 | 1,84% | Hisse senetleri |
| Lincoln Capital LLC | $11.605.924 | 973.651 | 1,09% | Hisse senetleri |
| BlackRock, Inc. | $8.564.330 | 718.484 | 0,80% | Hisse senetleri |
| ROYCE & ASSOCIATES LP | $6.258.000 | 525.000 | 0,59% | Hisse senetleri |
| GEODE CAPITAL MANAGEMENT, LLC | $5.329.655 | 446.889 | 0,50% | Hisse senetleri |
| DIMENSIONAL FUND ADVISORS LP | $4.465.002 | 374.615 | 0,42% | Hisse senetleri |
| FIRST TRUST ADVISORS LP | $4.003.355 | 335.852 | 0,37% | Hisse senetleri |
| SCHOLTZ & COMPANY, LLC | $3.676.188 | 308.405 | 0,34% | Hisse senetleri |
| MORGAN STANLEY | $3.661.181 | 307.146 | 0,34% | Hisse senetleri |
| STATE STREET CORP | $3.151.159 | 264.359 | 0,29% | Hisse senetleri |
| VANGUARD FIDUCIARY TRUST CO | $2.847.462 | 238.881 | 0,27% | Hisse senetleri |
| BROWN ADVISORY INC | $2.598.560 | 218.000 | 0,24% | Hisse senetleri |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.550.248 | 213.947 | 0,24% | Hisse senetleri |
| Woodline Partners LP | $2.537.983 | 212.918 | 0,24% | Hisse senetleri |
| UBS Group AG | $2.450.644 | 205.591 | 0,23% | Hisse senetleri |
| Garner Asset Management Corp | $2.060.074 | 172.825 | 0,19% | Hisse senetleri |
| OXFORD FINANCIAL GROUP, LTD. LLC | $2.026.400 | 170.000 | 0,19% | Hisse senetleri |
| LPL Financial LLC | $1.817.812 | 152.501 | 0,17% | Hisse senetleri |
| National Philanthropic Trust | $1.788.000 | 150.000 | 0,17% | Hisse senetleri |
| RAYMOND JAMES FINANCIAL INC | $1.624.875 | 136.315 | 0,15% | Hisse senetleri |
| PALISADE CAPITAL MANAGEMENT, LP | $1.414.388 | 118.657 | 0,13% | Hisse senetleri |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.369.635 | 101.756 | 0,13% | Hisse senetleri |
| NORTHERN TRUST CORP | $1.307.886 | 109.722 | 0,12% | Hisse senetleri |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1.231.336 | 103.300 | 0,12% | Hisse senetleri |
| TD Asset Management Inc | $1.194.193 | 100.184 | 0,11% | Hisse senetleri |
| OPPENHEIMER & CO INC | $1.065.851 | 89.417 | 0,10% | Hisse senetleri |
| TWO SIGMA ADVISERS, LP | $1.064.448 | 79.200 | 0,10% | Hisse senetleri |
| Swiss National Bank | $966.235 | 81.060 | 0,09% | Hisse senetleri |
| RENAISSANCE TECHNOLOGIES LLC | $873.355 | 73.268 | 0,08% | Hisse senetleri |
| TWO SIGMA INVESTMENTS, LP | $853.591 | 71.610 | 0,08% | Hisse senetleri |
| Connor, Clark & Lunn Investment Management Ltd. | $823.994 | 69.127 | 0,08% | Hisse senetleri |
| Bristlecone Value Partners, LLC | $716.308 | 60.093 | 0,07% | Hisse senetleri |
| 17 CAPITAL PARTNERS, LLC | $652.799 | 54.765 | 0,06% | Hisse senetleri |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $651.571 | 54.662 | 0,06% | Hisse senetleri |
| GOLDMAN SACHS GROUP INC | $618.755 | 51.909 | 0,06% | Hisse senetleri |
| Trexquant Investment LP | $609.851 | 51.162 | 0,06% | Hisse senetleri |
| D. E. Shaw & Co., Inc. | $573.698 | 48.129 | 0,05% | Hisse senetleri |
| AMERICAN CENTURY COMPANIES INC | $552.671 | 46.365 | 0,05% | Hisse senetleri |
| BANK OF MONTREAL /CAN/ | $552.277 | 46.332 | 0,05% | Hisse senetleri |
| Vident Advisory, LLC | $510.355 | 42.815 | 0,05% | Hisse senetleri |
| E. Ohman J:or Asset Management AB | $480.558 | 45.637 | 0,04% | Hisse senetleri |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $476.124 | 45.216 | 0,04% | Hisse senetleri |
Aktivistler ve %5+ sahipler 5 pozisyon
SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.
| Başvuru sahibi | Dosyalandı | Hisse | Durum | Amaç | Başvuru |
|---|---|---|---|---|---|
| HAGERTY HOLDING CORP. ×4 başvurular | 11 Eylül 2026 | 56,50% | Değişiklik | Pasif yatırım | SEC |
| MARKEL GROUP INC. ×5 başvurular | 15 Nisan 2026 | 44,80% | Değişiklik | Yönetim kurulu kampanyası | SEC |
| State Farm Mutual Automobile Insurance Company ×7 başvurular | 06 Kasım 2025 | 53,50% | Değişiklik | · | SEC |
| Markel Corporation | 10 Aralık 2021 | · | İlk başvuru | Pasif yatırım | SEC |
| Aldel Investors LLC, Aldel LLC, Robert I. Kauffman | 17 Mayıs 2021 | · | İlk başvuru | · | 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.
Şirket yöneticileri 32 içeriden öğrenenler · 14 yöneticiler · 16 yönetim kurulu üyeleri
| İçeriden Öğrenen | Rol | Son işlem | Sahip olunan hisse senetleri | Alımlar 12ay | Satışlar 12ay | Net 12ay |
|---|---|---|---|---|---|---|
| Mckeel Hagerty | Chief Executive Officer | 01 Nisan 2026 F | 1.037.740 | 0 | 0 | $0 |
| Patrick Mcclymont | Chief Financial Officer | 02 Nisan 2026 A | 336.794 | 0 | 0 | $0 |
| Frederick Turcotte | Chief Financial Officer | 10 Nisan 2023 F | 452.818 | 0 | 0 | $0 |
| Jeffrey Edward Briglia | President of Insurance | 01 Temmuz 2026 F | 157.135 | 0 | 0 | $0 |
| Kenneth Ahn | President, Hagerty Marketplace | 01 Nisan 2026 F | 127.115 | 0 | 8 | $-5.754.573 |
| John Carlisle Butcher | President | 05 Nisan 2023 F | 66.495 | 0 | 0 | $0 |
| Kevin M Delaney | Chief Accounting Officer | 02 Temmuz 2026 S | 83.972 | 0 | 3 | $-163.227 |
| Diana Chafey | Chief Legal Officer | 02 Nisan 2026 A | 77.008 | 0 | 0 | $0 |
| Russell Andrew Page | Chief Information Officer | 01 Nisan 2026 F | 131.743 | 0 | 0 | $0 |
| Collette Champagne | CHRO and CAO | 01 Nisan 2026 F | 270.207 | 0 | 0 | $0 |
| Paul Rehrig | Pres. of Hagerty Media & Entmt | 01 Ekim 2024 A | 187.954 | 0 | 0 | $0 |
| Charles John Favour | Chief Underwriting Officer | 01 Nisan 2024 A | 95.338 | 0 | 0 | $0 |
| Barbara E Matthews | SVP, Gen Counsel & Corp Secr. | 10 Nisan 2023 F | 130.600 | 0 | 0 | $0 |
| Kelly Edward Smith | Chief Strategy Officer | 01 Nisan 2022 A | 185 | 0 | 0 | $0 |
| Robert I. Kauffman | Yönetim kurulu üyesi | 24 Eylül 2026 G | 674.097 | 0 | 14 | $-2.745.341 |
| Henrik Waersted Bjornstad | Yönetim kurulu üyesi | 01 Temmuz 2026 A | 10.114 | 0 | 0 | $0 |
| Anthony J Kuczinski | Yönetim kurulu üyesi | 15 Mayıs 2026 P | 68.648 | 3 | 0 | $298.170 |
| Laurie Harris | Yönetim kurulu üyesi | 07 Nisan 2026 S | 36.689 | 0 | 1 | $-60.896 |
| Randall Houston Harbert | Yönetim kurulu üyesi | 01 Nisan 2026 A | 45.832 | 0 | 0 | $0 |
| Mika Salmi | Yönetim kurulu üyesi | 01 Nisan 2026 A | 54.173 | 0 | 0 | $0 |
| Sabrina Kay | Yönetim kurulu üyesi | 01 Nisan 2026 A | 54.173 | 0 | 0 | $0 |
| Michael R Heaton | Yönetim kurulu üyesi | 01 Nisan 2026 A | 22.101 | 0 | 0 | $0 |
| William H Swanson | Yönetim kurulu üyesi | 01 Nisan 2026 A | 54.173 | 0 | 0 | $0 |
| Michael F Crowley | Yönetim kurulu üyesi | 01 Nisan 2025 A | 42.302 | 0 | 0 | $0 |
| Michael E Angelina | Yönetim kurulu üyesi | 01 Nisan 2023 A | 18.638 | 0 | 0 | $0 |
| Michael L. Tipsord | Yönetim kurulu üyesi | 01 Nisan 2022 A | 8.341 | 0 | 0 | $0 |
| Aldel Investors LLC | Yönetim kurulu üyesi | 12 Nisan 2021 P | 515.000 | 0 | 0 | $0 |
| Charles E. Nearburg | Yönetim kurulu üyesi | 09 Nisan 2021 P | 215.000 | 0 | 0 | $0 |
| Martin S. Friedman | Yönetim kurulu üyesi | 09 Nisan 2021 P | 25.000 | 0 | 0 | $0 |
| Hagerty Holding Corp. | 10% sahip | 11 Eylül 2026 C | 0 | 0 | 2 | $-122.012.125 |
| State Farm Mutual Automobile Insurance Company | 10% sahip | 05 Temmuz 2024 J | 56.040.881 | 0 | 0 | $0 |
| MARKEL GROUP INC. | 10% sahip | 03 Temmuz 2024 J | 3.108.000 | 0 | 0 | $0 |
SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış
ETF sahipliği 17 ETF'ler tarafından tutuluyor
Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.
| Fon | Ağırlık | Birimler | Tarih itibarıyla | Kaynak |
|---|---|---|---|---|
| FYC · First Trust Exchange-Traded AlphaDE… | 0,13% | 144.465 NS | 31 Temmuz 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 13.088 NS | 31 Temmuz 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 15.096 SH | 11 Eylül 2026 | Günlük |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 433.617 SH | 19 Ağustos 2026 | Günlük |
| VB · VANGUARD INDEX FUNDS | 0,01% | 1.047.706 SH | 19 Ağustos 2026 | Günlük |
| VBK · VANGUARD INDEX FUNDS | 0,01% | 602.623 SH | 19 Ağustos 2026 | Günlük |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 11.064 NS | 31 Temmuz 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 69.680 NS | 31 Temmuz 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2.496 SH | 11 Eylül 2026 | Günlük |
| DFSU · Dimensional ETF Trust | 0,00% | 1.173 NS | 31 Temmuz 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1.000 NS | 31 Temmuz 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1.758 NS | 31 Temmuz 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 958 NS | 31 Temmuz 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 5.045 NS | 31 Temmuz 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.446.997 SH | 19 Ağustos 2026 | Günlük |
| ISCB · iShares Trust | · | 1.857 SH | 11 Eylül 2026 | Günlük |
| SMMV · iShares Trust | · | 17.300 SH | 01 Eylül 2026 | Günlük |
HGTY Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel
derecelendirme · 15 analist
AL
Medyan hedef
$14.50
+6,5%
3 20,0%
Güçlü Al
6 40,0%
Al
5 33,3%
Tut
1 6,7%
Sat
0 0,0%
Güçlü Sat
12 Aylık Fiyat Hedefi
8 analist · 2026-10-03Ortalama hedef $14.50 +6,5%
Şimdi
Mevcut fiyat $13.61
Düşük$13.00
Ortalama$14.50
Yüksek$16.00
Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı
Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.
| Hisse Sembolü | Piyasa Değeri | P/E | Gelir YoY | Net Kar Marjı | ROE | Brüt Kar Marjı |
|---|---|---|---|---|---|---|
| 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% |
Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar
Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.
Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.
Kaynak: SEC 10-Q dosyalandı Ağu 5, 2026