Hagerty (HGTY) Return on Assets [ROA] (2021 - 2026)
Hagerty's Return on Assets [ROA] was 3.36% in Q2 2026, down 1.93 percentage points from 5.29% a year earlier and down 1.95 percentage points from the prior quarter.
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Analysis
Hagerty (HGTY) Return on Assets [ROA] (2021 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Hagerty came in at 7.85%, up 3.10 percentage points from FY2024.
- Return on Assets [ROA] has now increased for four consecutive years, with a four-year change of +15.27 percentage points (FY2021 to FY2025).
- In earlier years, Return on Assets [ROA] was 4.75% in FY2024 (+2.81 pp), 1.94% in FY2023 (+1.74 pp), 0.20% in FY2022 (+7.63 pp) and -7.43% in FY2021.
- The Q2 2026 figure marks the lowest quarterly Return on Assets [ROA] since Q1 2024.
- Compared with a year earlier, Return on Assets [ROA] was higher in six of the last eight quarters, with an average year-over-year change of +1.61 percentage points.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q4 2022 (a gain of 10.77 percentage points); the worst was Q2 2026 (a drop of 1.93 percentage points).
- Per Business Quant data, HGTY's Return on Assets [ROA] in the three quarters before Q2 2026 was 5.30% (Q1 2026), 7.03% (Q4 2025) and 6.16% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,079.16 Bn | -338.32 Bn | 55.86 Bn | 6.84% |
| 2 | Chubb | 127.75 Bn | 79.80 Bn | 9.13 Bn | 4.13% |
| 3 | Progressive | 122.68 Bn | 98.52 Bn | 9.04 Bn | 9.46% |
| 4 | Marsh & Mclennan Companies | 82.15 Bn | 73.89 Bn | - | 6.88% |
| 5 | Travelers Companies | 75.41 Bn | 51.66 Bn | 6.23 Bn | 5.81% |
| 6 | Manulife Financial | 72.51 Bn | 73.72 Bn | - | 0.91% |
| 7 | Metlife | 60.18 Bn | -46.30 Bn | 7.82 Bn | 0.49% |
| 8 | Arthur J. Gallagher | 59.45 Bn | 53.89 Bn | - | 1.97% |
| 9 | Aon | 58.55 Bn | 51.79 Bn | - | 7.61% |
| 10 | Hagerty | 4.63 Bn | 4.10 Bn | - | 3.36% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.36% |
| Mar 31, 2026 | 5.30% |
| Dec 31, 2025 | 7.03% |
| Sep 30, 2025 | 6.16% |
| Jun 30, 2025 | 5.29% |
| Mar 31, 2025 | 5.53% |
| Dec 31, 2024 | 4.44% |
| Sep 30, 2024 | 4.45% |
| Jun 30, 2024 | 4.76% |
| Mar 31, 2024 | 3.25% |
| Dec 31, 2023 | 1.78% |
| Sep 30, 2023 | -0.84% |
| Jun 30, 2023 | -0.52% |
| Mar 31, 2023 | -2.18% |
| Dec 31, 2022 | 0.18% |
| Sep 30, 2022 | -2.57% |
| Jun 30, 2022 | -5.26% |
| Mar 31, 2022 | -3.75% |
| Dec 31, 2021 | -10.59% |
| Sep 30, 2021 | -5.52% |
API Access
Hagerty Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "HGTY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();