HGTY NYSE Week ended 24 Jul 2026

Weekly Investor Report

Hagerty Inc · Financial Services · Insurance - Property & Casualty

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Latest close 11.68 USD
-2.8% latest week
Weekly setup

Weak trend

The weekly trend is not active. Price is 2.7% above the Trend Line and sits at 55.3% of its 52-week range. The latest completed week returned -2.8%, after a -0.7% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks strongly; valuation is neither clearly cheap nor expensive. Options positioning is volatility with 52/100 conviction, while the latest news-sentiment score is 57/100. Near-term considerations: volume confirmation is below normal; earnings are due in 2d.

Setup score 42 out of 100
Latest Close 11.68 USD 24 Jul 2026
1W Return -2.8% latest completed week
4W Return -0.7% short-term follow-through
12W Return 13.0% quarterly tape
Trend Breadth 55.8% 29 of 52 weeks active
Volume Ratio 0.7x vs 13-week average
What is working
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Activity pressure is weak, so confirmation is not yet broad enough.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -2.8% Latest completed week; four-week move -0.7%. Indicator stack 31/70 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Volatility 52/100 conviction; expected move 16.5%. News sentiment 57/100 56 relevant articles in the latest sentiment read. Event risk 2d Next report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 2.7% above the Trend Line and sits at 55.3% of its 52-week range. The latest completed week returned -2.8%, after a -0.7% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.7x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.4012-week average 0.14

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure7/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.40Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -0.7% over four weeks, 13.0% over 12 weeks, and 8.7% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W-2.8%
4W-0.7%
12W13.0%
26W-7.2%
52W8.7%
Active trend streak0 weeks
Active weeks in one year29
Trend breadth55.8%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.82Latest activity-pressure read.
Pressure change61.4%Four-week change in activity pressure.
Leadership-7.59Latest relative-leadership reading.
RS change-30.5%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks strongly; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 97% Model confidence 93%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength74/100Blend of value, momentum, and quality. Underlying universe rank 27; rank 1 is best.
Value66/100Relative valuation strength. Underlying universe rank 35; rank 1 is best.
Quality80/100Profitability and accounting quality. Underlying universe rank 21; rank 1 is best.
Momentum33/100Medium-term price momentum. Underlying universe rank 68; rank 1 is best.
Growth96/100Revenue and earnings growth. Underlying universe rank 5; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
32.9x
Price divided by trailing earnings.
Price / sales
0.8x
Market value relative to trailing revenue.
EV / EBITDA
14.0x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
12.7%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
78.0%
Gross profit retained from each unit of revenue.
Operating margin
6.0%
Operating profit retained from revenue.
Free-cash-flow margin
15.4%
Free cash flow generated from revenue.
Return on invested capital
19.8%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
13.8%
Latest one-year revenue growth.
EPS growth
35.2%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
18.1%
Latest one-year free-cash-flow growth.
Piotroski F-score
6/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
0.5%
Cash dividends relative to market value.
Buyback yield
0.5%
Net share repurchases relative to market value.
Shareholder yield
0.9%
Dividend yield plus net buyback yield.
Net debt / EBITDA
0.9x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningVolatility

HGTY shows volatility options pressure with a 52/100 conviction score, put-call volume ratio of 0.00, expected move of 16.5%, and Sharemaestro trend signal inactive.

Conviction52/100
Expected move16.5%
Put/call volume0.00
Pressure100
Speculation6
Volatility88
Trend agreement0
Open options detail
Insider activity6 / 14

6 acquisitions and 14 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment57/100

Weighted news tone is neutral across 56 relevant articles.

23 positive · 30 neutral · 3 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings2dNext report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
Options expected move16.5%Nearest-chain priced movement where available.
52-week drawdown-16.6%Distance below the 52-week high.
13-week volatility3.7%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher11 of 2615 weeks finished lower.
Best week+8.2%Week of 26 Jun.
Worst week-12.8%Week of 6 Mar.
Latest week-2.8%Week of 24 Jul.

Shape of recent returns

Strong gains3
Modest gains8
Flat weeks0
Modest losses12
Sharp losses3
Recent vol3.7%13-week weekly-return volatility.
Base vol4.4%52-week weekly-return volatility.
Up/down split24/28Count of positive and negative weeks in the 52-week window.
Average skew3.9% / -2.9%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape40/100

Trend, activity pressure, participation, and risk combine to a 40/100 tape read.

 Indicator analysis28/100

Latest 12-week confirmation: trend 0/12, activity pressure 7/12, relative leadership 0/12.

Activity pressure 0.40; No reversal markers Factors64/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Cornerstone Growth rank 55; Buyback Yield rank 35; Small Cap Core rank 68 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options35/100

HGTY shows volatility options pressure with a 52/100 conviction score, put-call volume ratio of 0.00, expected move of 16.5%, and Sharemaestro trend signal inactive.

Volatility · Volatility expansion watch · Expected move 16.5% Sentiment57/100

Weighted news tone is neutral across 56 relevant articles.

Hagerty Inc (HGTY) Risk Assessment: Volatility, Financial Risk & Investment Risk Insiders6 / 14

6 acquisitions and 14 disposals in the latest 180-day insider tape.

 Earnings2d

Next report is scheduled for 03 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202611.68 USD-2.8%11.37 USD10.22 USD0.82-7.59501.5KOff
17 Jul 202612.02 USD-1.7%11.44 USD10.20 USD0.96-5.59607.2KOff
10 Jul 202612.23 USD-1.3%11.48 USD10.18 USD0.89-5.43913.0KOff
3 Jul 202612.39 USD5.4%11.51 USD10.16 USD0.72-2.89553.1KOff
26 Jun 202611.76 USD8.2%11.51 USD10.14 USD0.51-5.81864.3KOff
19 Jun 202610.87 USD0.3%11.57 USD10.12 USD0.15-15.07678.0KOff
12 Jun 202610.84 USD3.7%11.65 USD10.11 USD0.03-14.73867.9KOff
5 Jun 202610.45 USD2.3%11.74 USD10.11 USD-0.18-17.46886.2KOff
29 May 202610.22 USD-4.5%11.81 USD10.10 USD-0.46-21.54683.1KOff
22 May 202610.70 USD2.5%11.84 USD10.10 USD-0.67-16.95898.0KOff
15 May 202610.44 USD3.8%11.86 USD10.08 USD-0.95-18.401.1MOff
8 May 202610.06 USD-2.7%11.89 USD10.07 USD-1.12-21.41823.9KOff
1 May 202610.34 USD-3.4%11.94 USD10.07 USD-1.00-17.67569.2KOff
24 Apr 202610.70 USD-1.2%12.00 USD10.06 USD-1.02-14.18437.8KOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.