NYSE$HGTY

Hagerty Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Hagerty reported Q1 2026 total revenue of $311.8M with a net loss attributable to Class A shareholders of $6.5M.

Hagerty reported $311.8 million of total revenue for the quarter ended March 31, 2026, down from $328.3 million, as earned premium net rose to $239.6 million but marketplace and fee lines shifted. Net loss attributable to Class A common stockholders was $6.5 million, or $0.06 per share, versus income of $6.5 million a year ago, as losses and LAE rose with growth.

  • Hagerty reported Q1 2026 total revenue of $311.
  • Quarter ended 2026-03-31; filing date 2026-05-06.
  • Revenue of about $311.8M in the quarter.
  • Diluted EPS ($0.06).
  • Collector-car insurance growth, membership, and marketplace strategy discussed; no EPS guide.…

Headline financials

Total Revenue

$312M

Previous: $320M-2.4%
EPS (adj)

-$0.06

Previous: $0.07-185.7%
Net Income

-$12.7M

Previous: $27.3M-146.7%

Revenue & EPS history

Hagerty · Revenue · Quarterly

$312M

Q1 2026-2.4%vs Q1 2025
Beat estimate in 11 of 13 quarters(85%)
ActualEstimate

Revenue by segment

Hagerty · $152M total across 2 segments · Q1 2022

  • Earned premium
    $89.1M
  • Commission & fee
    $62.5M

Forward guidance

Collector-car insurance growth, membership, and marketplace strategy discussed; no EPS guide.

Tailwinds

  • Earned premium growth supports scale.
  • Membership and marketplace diversify revenue.
  • Investment income contributes to total revenue.

Headwinds

  • Underwriting loss quarter on higher LAE.
  • Catastrophe and valuation risk on classics.
  • Commission revenue down YoY.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.3%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+6.2%

Avg return

30 days after

58%

11 / 19 earnings

Positive

+10.0%

Q3 2023

Best reaction

-5.5%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%-2.8%+0.8%
Q4 2025+4.3%-8.9%-10.6%
Q3 2025-1.8%+10.1%+12.8%
Q1 2025+7.0%+6.0%+12.8%
Q4 2024-0.9%-2.4%-12.7%
Q3 2024-5.5%-5.8%-5.9%
Q2 2024-4.8%-2.5%+7.7%
Q1 2024+1.7%-2.2%+8.5%
Q4 2023+0.1%-5.6%-5.2%
Q3 2023+10.0%+9.2%+10.1%
Q2 2023+0.1%+7.9%+1.2%
Q1 2023+5.1%-2.3%+1.1%
Q4 2022-0.4%+6.9%+7.1%
Q3 2022+7.6%+1.5%-1.5%
Q2 2022+3.6%+18.8%+1.9%
Q1 2022+1.3%+10.7%+32.7%
Q4 2021-0.7%-17.3%-29.3%
Q3 2021-0.1%+0.0%+82.9%
Q2 2021+0.5%-1.0%+2.8%
Q1 2021
Q4 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro