Hagerty (HGTY) Equity Ratio (2020 - 2026)
Hagerty's (HGTY) quarterly Equity Ratio came in at 0.32 in Q1 2026, up 8.69% year-on-year from 0.29 in Q1 2025, and up 201.61% quarter-over-quarter from 0.11 in Q4 2025.
Hagerty (HGTY) Equity Ratio (2020 - 2026) Analysis & Trends
Hagerty has disclosed Equity Ratio across 7 years of filings, most recently posting 0.32 for Q1 2026.
- Equity Ratio for Q1 2026 came in at 0.32, up 8.69% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.32 (up 8.69% YoY), and the FY2025 annual result was 0.11, down 65.49% from the prior year.
- Equity Ratio came in at 0.32 for Q1 2026 at Hagerty, up from 0.11 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.32 in Q1 2026 to a low of 0.11 in Q4 2025.
- The 5-year median for Equity Ratio is 0.28 (2022), against an average of 0.27.
- Across the five-year window, Equity Ratio jumped 190.43% in 2022 and slumped 65.49% in 2025, its largest moves.
- Hagerty's Equity Ratio stood at 0.28 in 2022, then declined by 7.65% to 0.26 in 2023, then increased by 18.49% to 0.31 in 2024, then plunged by 65.49% to 0.11 in 2025, then soared by 201.61% to 0.32 in 2026.
- The last three Equity Ratio figures came in at 0.32 (Q1 2026), 0.11 (Q4 2025), and 0.29 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn | 0.27 |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn | 0.26 |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn | 0.22 |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn | 0.25 |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn | 0.22 |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn | 0.38 |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn | 0.26 |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn | 0.22 |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn | 0.16 |
| 10 | Hagerty | 1.06 Bn | 1.27 Bn | - | 0.32 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.32 |
| Dec 31, 2025 | 0.11 |
| Sep 30, 2025 | 0.29 |
| Jun 30, 2025 | 0.28 |
| Mar 31, 2025 | 0.29 |
| Dec 31, 2024 | 0.31 |
| Sep 30, 2024 | 0.29 |
| Jun 30, 2024 | 0.26 |
| Mar 31, 2024 | 0.27 |
| Dec 31, 2023 | 0.26 |
| Sep 30, 2023 | 0.25 |
| Jun 30, 2023 | 0.24 |
| Mar 31, 2023 | 0.27 |
| Dec 31, 2022 | 0.28 |
| Sep 30, 2022 | 0.29 |
| Jun 30, 2022 | 0.26 |
| Mar 31, 2022 | 0.28 |
| Dec 31, 2021 | -0.31 |
| Dec 31, 2020 | 0.19 |