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

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

What is Hagerty Inc's ROI in the second quarter of 2026?
Hagerty Inc achieved a return on average invested assets (ROI) of 3.89 % in its second quarter of 2026, this is above HGTY's average return on investment of -0.52%.
Hagerty Inc invested over the 12 months ending in its second quarter of 2026 $1,800 million

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

Within the Financial sector 264 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 774 to 1329.

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Return On Investment	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Investment Change TTM	59.21 %	59.5 %	37.4 %	21.26 %	22.76 %
Y / Y Net Income Change TTM	-31.31 %	12.11 %	112.86 %	109.37 %	138.98 %
Investment (TTM) in Millions	1,490	2,277	2,166	1,270	1,218
Return On Investment (TTM)	3.89 %	6.3 %	10.35 %	11.03 %	9.01 %
HGTY's Overall Ranking	# 1329	# 774	# 589	# 288	# 806
Seq. Investment Change TTM	3.93 %	20.2 %	23.14 %	3.5 %	4.12 %
Seq. Net Income Change TTM	-35.87 %	-26.83 %	15.58 %	26.65 %	4.67 %
Net Income (TTM) in Millions	70	109	149	129	102

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	# 265
Overall	# 1329

Return On Investment Statistics
High	Average	Low
10.74 %	-0.52 %	-34.18 %
(Sep 30 2025)		(Dec 31 2021)

Financial Statements
Hagerty Inc's II. Quarter Investments	$ 1,490 Millions	HGTY's Balance sheet
Hagerty Inc's II. Quarter Income	$ 8 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

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American Integrity Insurance Group Inc	9.29 %
White Mountains Insurance Group ltd	9.26 %
Euronet Worldwide Inc	9.20 %
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W R Berkley Corp	8.98 %
Cincinnati Financial Corporation	8.98 %
Kingstone Companies Inc	8.95 %
Robinhood Markets Inc	8.94 %
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Cbl and Associates Properties Inc	8.56 %

Date modified: 2026-09-08T15:11:45+00:00

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