Hagerty (HGTY) Return on Invested Capital [ROIC] (2022 - 2026)
Hagerty (HGTY) posted Return on Invested Capital [ROIC] of 6.36% for Q2 2026, down 4.72 percentage points from 11.07% a year earlier and down 5.41 percentage points from the prior quarter.
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Analysis
Hagerty (HGTY) Return on Invested Capital [ROIC] (2022 - 2026) Analysis & Trends
For FY2025, Hagerty's Return on Invested Capital [ROIC] came in at 18.96%, up 9.48 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has increased for three consecutive years, with a three-year change of +36.17 percentage points (FY2022 to FY2025).
- In prior years, Hagerty's Return on Invested Capital [ROIC] was 9.48% in FY2024 (+8.19 pp), 1.29% in FY2023 (+18.50 pp) and -17.21% in FY2022.
- The Q2 2026 figure stands as the lowest quarterly Return on Invested Capital [ROIC] since Q1 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in seven of the last eight quarters, with an average year-over-year change of +4.39 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q1 2024, with a gain of 20.92 percentage points; the weakest was Q2 2026, with a drop of 4.72 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 11.77% (Q1 2026), 17.92% (Q4 2025) and 14.79% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | -11.59% |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 12.87% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 11.21% |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | -102.80% |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 5.67% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 14.78% |
| 10 | Hagerty | 4.66 Bn | 4.14 Bn | - | 6.36% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.36% |
| Mar 31, 2026 | 11.77% |
| Dec 31, 2025 | 17.92% |
| Sep 30, 2025 | 14.79% |
| Jun 30, 2025 | 11.07% |
| Mar 31, 2025 | 10.62% |
| Dec 31, 2024 | 8.69% |
| Sep 30, 2024 | 7.58% |
| Jun 30, 2024 | 8.96% |
| Mar 31, 2024 | 5.50% |
| Dec 31, 2023 | 1.29% |
| Sep 30, 2023 | 0.00% |
| Jun 30, 2023 | 0.00% |
| Mar 31, 2023 | -15.42% |
| Dec 31, 2022 | -4.96% |
| Sep 30, 2022 | -11.71% |
| Jun 30, 2022 | -7.61% |
| Mar 31, 2022 | -16.28% |
API Access
Hagerty Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=HGTY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();