Hagerty, Inc.
Financial ServicesNYSE:HGTY · New York Stock Exchange
-$0.05 today
Vol 0.13M · Avg 0.17M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
15.9%
avg 18.6%
ROIC
6.7%
avg 1.6%
ROA
2.4%
avg 0.7%
Analysis
ROE is currently the strongest return metric at 15.9% versus its period average of 18.6%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
McKeel O. Hagerty | Chairman & Chief Executive Officer | $4.53M | — | 59 | $1.04M | 0.30% |
Patrick S. McClymont | Chief Financial Officer | $1.58M | — | 56 | $336,794.00 | 0.10% |
Russell Page | Chief Information Officer | $1.36M | — | 55 | $142,889.00 | 0.04% |
Jeffrey Edward Briglia | President of Insurance | $1.36M | — | 55 | $162,027.00 | 0.05% |
Kenneth H. Ahn | President of Marketplace & Radius | $1.26M | — | 48 | $136,742.00 | 0.04% |
Collette Champagne | Chief Human Resources Officer & Administrative Officer | $549,711.00 | — | 56 | $298,485.00 | 0.09% |
Jason Koval | Senior Vice President of Investor Relations & Communications | — | — | — | — | — |
Jesse Mckendry | Senior Vice President of Insurance Product | — | — | 53 | — | — |
Kevin Delaney | Chief Accounting Officer & Corporate Controller | — | — | 53 | $108,411.00 | 0.03% |
Larry Webster | Senior Vice President of Hagerty Media | — | — | — | — | — |
Matt Teshera | SVP of Marketing | — | — | — | — | — |
Diana Marie Chafey | Chief Legal Officer & Corporate Secretary | — | — | 57 | $77,008.00 | 0.02% |
Shoba Menon | Senior Vice President of Talent | — | — | — | — | — |
Marc Burns | Chief Marketing Officer | — | — | — | — | — |
Adam Evan Van Loon | Senior Vice President of Insurance Distribution | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
4
$309,790.00
Sells
73
$118.86M
Net Sentiment
$118.55M
Net selling
Most Active
KAUFFMAN ROBERT I
62 transactions
1–10 of 77
Analysis
Insiders reported 4 buys worth $309,790.00 and 73 sells worth $118.86M over the last 12 months. That adds up to net selling of $118.55M. KAUFFMAN ROBERT I was the most active insider with 62 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | +59.8% (5yr)2 analysts |
| Revenue | N/A | N/A | +27.4% | +8.1% (5yr)1 analysts |
| Net Income | N/A | N/A | N/A | +84.3% (5yr)1 analysts |
| EBIT | N/A | N/A | N/A | +39.2% (5yr)1 analysts |
Analysis
Recent growth has been strongest in Revenue at +27.4% over three years. Forward estimates point to Net Income at +84.3% (5yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages HGTY?
Hagerty, Inc. (HGTY) lists 15 active executives. The top listed executive is Collette Champagne, Chief Human Resources Officer & Administrative Officer.
Are HGTY insiders buying or selling?
Recent insider activity shows net selling of $125.60M.
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