Hagerty Inc (HGTY) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 30 2025 - CSIMarket
CSIMarket Company Name, Ticker, Suppliers, else..
 


• ROA Quarterly
• ROI Quarterly
• ROE Quarterly
Hagerty Inc   (NYSE: HGTY)
    Sector • Financial    Industry • Insurance Brokerage
   Industry • Insurance Brokerage
   Sector • Financial


Hagerty Inc's ROI from its third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Hagerty Inc's ROI in the third quarter of 2026?
Hagerty Inc achieved a return on average invested assets (ROI) of 3.2 % in its third quarter of 2026, this is above HGTY's average return on investment of 0.24%.
Hagerty Inc invested over the 12 months ending in its third quarter of 2026 $1,877 million

ROI fell compared to the second quarter of 2026, despite the net income growth of 351.05% from the second quarter of 2026.

Within the Financial sector 273 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2026 from 774 to 1344.

Definition and Formula of Return on Investment


Download as CSV
Commercial Data Licensing & OEM
Annual commercial subscriptions for corporate use, internal BI systems, management reporting, AI integration, and client-facing platforms
API & Data Feeds
Programmatic access to normalized fundamentals & ratios.

Return On Investment (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM 60.33 % 53.37 % 53.42 % 31.1 % 14.31 %
Y / Y Net Income Change TTM -53.43 % -31.31 % 99.46 % 443.68 % 579.26 %
Investment (TTM) in Millions 1,838 1,490 2,277 1,901 1,270
Return On Investment (TTM) 3.2 % 4.04 % 6.55 % 10.85 % 11.03 %
HGTY's Overall Ranking # 1344 # 774 # 589 # 288 #
Seq. Investment Change TTM 8.2 % 4.09 % 21.17 % 17.49 % 3.5 %
Seq. Net Income Change TTM -14.14 % -35.87 % -26.83 % 15.58 % 26.65 %
Net Income (TTM) in Millions 60 70 109 149 129

HGTY Company Profile >> Back to HGTY Roi Comparisons >> See Annual HGTY Return On Investment



Return On Investment HGTY's Ranking
Within: No.
Industry # 15
Sector # 274
Overall # 1344

Return On Investment Statistics
High Average Low
10.74 %
0.24 %
-26.99 %
(Sep 30 2025)   (Dec 31 2021)







Financial Statements
Hagerty Inc's III. Quarter Investments $ 1,838 Millions HGTY's Balance sheet
Hagerty Inc's III. Quarter Income $ 36 Millions Quarterly HGTY's Income Statement
HGTY's Income by Division See HGTY's Income by Division


HGTY Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 2,446 1,082 981 953 546
Y / Y Investment Growth 126.02 % 10.35 % 2.9 % 74.58 % -
Net Income in Millions 149 78 28 2 -61
Y / Y Net Income Growth 90.57 % 177.88 % 1072.66 % - -
Annual Return On Investment 6.1 % 7.23 % 2.87 % 0.25 % -11.24 %


Annual Roi Comment
In the fiscal year 2025 ROI deteriorated to 6.1 %, despite net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Insurance Brokerage Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
HGTY's Roi Ratio versus Insurance Brokerage Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for HGTY's Competitors
Subscribers only: Roi for Hagerty Inc's Suppliers
Subscribers only: Return On Investment for HGTY's Customers

Other Ratios
HGTY's Roa HGTY's Inventory Turnover Ratio HGTY's Growth Rates HGTY's Dividend Statistics
HGTY's Profitability Ratios HGTY's Asset Turnover Ratio HGTY's Dividend Growth
HGTY's Roe HGTY's Valuation Ratios HGTY's Financial Strength Ratios HGTY's Dividend Payout Ratio



Companies with similar Return On Investment at Sep 30 2026, within Financial Sector ROI
Public Storage  8.79 %
Primerica Inc   8.57 %
Victory Capital Holdings Inc   8.48 %
Sba Communications Corporation  8.47 %
Unitedhealth Group Incorporated  8.29 %
Lpl Financial Holdings Inc   8.18 %
Pagaya Technologies Ltd   8.03 %
STANDARD PREMIUM FINANCE HOLDINGS, INC.  7.99 %
Nasdaq Inc   7.72 %
Manhattan Bridge Capital Inc   7.60 %
Equifax Inc  7.36 %
Mercury General Corporation  7.20 %
Cincinnati Financial Corporation  7.04 %
Chicago Atlantic Real Estate Finance Inc   6.98 %
W R Berkley Corp  6.81 %
Aldel Financial Ii inc   6.79 %
Udr Inc   6.58 %
Berkshire Hathaway Inc  6.39 %
Rli Corp  6.33 %
Elevance Health Inc   6.32 %
Amerisafe Inc   6.02 %
Eastgroup Properties Inc   5.95 %
Cbl and Associates Properties Inc   5.86 %
Transunion  5.86 %
Brown and Brown Inc   5.83 %
American Express Company  5.76 %
Enova International Inc   5.76 %
Kite Realty Group Trust  5.68 %
Crawford and Co  5.51 %
Perella Weinberg Partners  5.51 %

Date modified: 2026-11-04T15:15:24+00:00



Help

About us

Products

Data downloads

API

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com

Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.

© 2026 CSIMarket.com — Proprietary financial dataset. All rights reserved. Redistribution or automated extraction prohibited.