Hagerty (HGTY) Return on Equity [ROE] (2022 - 2026)
Hagerty (HGTY) reported Return on Equity [ROE] of 10.81% for Q2 2026, down 7.54 percentage points from 18.36% a year earlier and down 5.91 percentage points from the prior quarter.
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Analysis
Hagerty (HGTY) Return on Equity [ROE] (2022 - 2026) Analysis & Trends
For FY2025, Hagerty posted Return on Equity [ROE] of 25.21%, up 8.44 percentage points from FY2024.
- Return on Equity [ROE] has a three-year change of +14.50 percentage points (FY2022 to FY2025).
- By year, Return on Equity [ROE] came in at 16.77% in FY2024 (+9.52 pp), 7.25% in FY2023 (-3.46 pp) and 10.71% in FY2022.
- The Q2 2026 figure ranks as the lowest quarterly Return on Equity [ROE] since Q4 2023.
- Year over year, Return on Equity [ROE] gained in six of the last eight quarters, with an average year-over-year change of +4.77 percentage points.
- The high point for year-over-year Return on Equity [ROE] in five years was Q1 2024 (a gain of 20.24 percentage points); the low point was Q2 2026 (a drop of 7.54 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 16.72% (Q1 2026), 23.13% (Q4 2025) and 21.37% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 11.64% |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 14.32% |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 35.24% |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 26.91% |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 25.51% |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | 17.86% |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 13.22% |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 40.61% |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 6.62% |
| 10 | Hagerty | 4.61 Bn | 4.09 Bn | - | 10.81% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.81% |
| Mar 31, 2026 | 16.72% |
| Dec 31, 2025 | 23.13% |
| Sep 30, 2025 | 21.37% |
| Jun 30, 2025 | 18.36% |
| Mar 31, 2025 | 18.44% |
| Dec 31, 2024 | 14.93% |
| Sep 30, 2024 | 16.11% |
| Jun 30, 2024 | 17.94% |
| Mar 31, 2024 | 12.37% |
| Dec 31, 2023 | 6.97% |
| Sep 30, 2023 | -3.37% |
| Jun 30, 2023 | -2.01% |
| Mar 31, 2023 | -7.87% |
| Dec 31, 2022 | 0.63% |
| Sep 30, 2022 | -9.38% |
| Jun 30, 2022 | -19.56% |
API Access
Hagerty Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();