Company / Shareholders' Equity
Hagerty, Inc. Shareholders' Equity History
FY2020-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$221.3M
FY2025
5-year range
-$323.8M / $221.3M
FY2021-FY2025
Trend
+47.2%
vs FY2024
Sector context
#384 of 399
Financials
What the data says
Among 399 Financials companies, Hagerty, Inc. is in the bottom 4% for shareholders' equity. Shareholders' Equity has increased for 4 consecutive years, from -$324M in FY2021 to $221M in FY2025.
Based on SEC 10-K filings.
$221M in FY2025 with a 5-year CAGR of +13.5%.
Improved from $93M to $221M over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +55.2%
- 5-Year CAGR
- +13.5%
- 10-Year CAGR
- -
Sector benchmark
Bottom 4% in FinancialsTop 96% of 399This company $221.3M Sector average $11.4B
▼
-98.1% below sector average
Key checks
Key Insights
- Hagerty, Inc.'s shareholders' equity has grown for 4 consecutive years.
- 5-year CAGR of +13.5%, indicating consistent growth.
- In FY2025, shareholders' equity increased 47.2% year-over-year.
- Ranks #384 out of 399 companies in the Financials sector.
Company context
Key Data Points
- Altman Z-Score 0.58 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 61.0%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $221.3M | +47.2% |
| FY2024 | $150.3M | +62.2% |
| FY2023 | $92.7M | +56.5% |
| FY2022 | $59.3M | +118.3% |
| FY2021 | -$323.8M | -376.0% |
| FY2020 | $117.3M | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026