Hagerty annual return on equity
2023
2024
2025
Hagerty Return on Equity (ROE) Growth & History (HGTY)
Hagerty's return on equity was 80.31% for fiscal 2025.
View full Hagerty company overviewHagerty annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 80.31% | +15.87 pp |
| 2024 | 2024-12-31 | 64.44% | +27.35 pp |
| 2023 | 2023-12-31 | 37.09% | — |
Hagerty quarterly return on equity
Q1.21
Q2.22
Q3.22
Q4.22
Q1.23
Q2.23
Q3.23
Q4.23
Q1.24
Q2.24
Q3.24
Q4.24
Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 3.70% | −24.46 pp |
| Q1 2026 | 2026-03-31 | −5.79% | −23.22 pp |
| Q4 2025 | 2025-12-31 | 13.19% | +7.54 pp |
| Q3 2025 | 2025-09-30 | 24.05% | +8.39 pp |
| Q2 2025 | 2025-06-30 | 28.16% | −17.23 pp |
| Q1 2025 | 2025-03-31 | 17.42% | +8.62 pp |
| Q4 2024 | 2024-12-31 | 5.65% | −5.43 pp |
| Q3 2024 | 2024-09-30 | 15.66% | −10.63 pp |
| Q2 2024 | 2024-06-30 | 45.39% | +41.67 pp |
| Q1 2024 | 2024-03-31 | 8.80% | +12.26 pp |
| Q4 2023 | 2023-12-31 | 11.08% | +16.90 pp |
| Q3 2023 | 2023-09-30 | 26.29% | +9.10 pp |
| Q2 2023 | 2023-06-30 | 3.71% | +11.29 pp |
| Q1 2023 | 2023-03-31 | −3.46% | — |
| Q4 2022 | 2022-12-31 | −5.82% | — |
| Q3 2022 | 2022-09-30 | 17.19% | — |
| Q2 2022 | 2022-06-30 | −7.58% | — |
| Q1 2021 | 2021-03-31 | −10.90% | — |
Hagerty return on equity trends
Between the periods ended 2023-12-31 and 2025-12-31, Hagerty's return on equity increased from 37.09% to 80.31%, a change of +43.22 percentage points. The latest reported quarter, Q2 2026, shows 3.70%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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