Hagerty, Inc. (HGTY)
Insurance Agents, Brokers & Service
Latest Price
$14.02
TTM P/E
--
Normalized P/E
--
Div Yield
--
Book Value
0.90
P/B Ratio
15.62
Valuation metrics
adjust assumptions →Norm. op. income: $169,000 (median of 4yr)
Tax rate: 37%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$0.17
99% downside
Base FCF: $131M (median of recent 5yr)
Growth: 25%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$28.51
+103% upside
Institutional Ownership
26.6% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.80M | $617.0M | 14.94% | -- | 2026-06-30 |
| NEUBERGER BERMAN GROUP LLC | 9.53M | $113.0M | 2.75% | +807.1K | 2026-06-30 |
| T. Rowe Price Investment Management, Inc. | 6.09M | $72.0M | 1.76% | +448.5K | 2026-06-30 |
| Polar Capital Holdings Plc | 6.00M | $71.0M | 1.73% | -- | 2026-06-30 |
| Markel Group Inc. | 3.11M | $35.0M | 0.90% | -- | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.93M | $22.0M | 0.56% | +60.9K | 2026-06-30 |
| Greenhaven Road Investment Management, L.P. | 1.87M | $22.0M | 0.54% | -504.5K | 2026-06-30 |
| Pembroke Management, LTD | 1.70M | $20.0M | 0.49% | -35.1K | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.65M | $19.0M | 0.48% | +19.4K | 2026-06-30 |
| Lincoln Capital LLC | 973.7K | $11.0M | 0.28% | +23.0K | 2026-06-30 |