Hagerty Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
18.5%projected annual EPS growth
Analyst Coverage
8analysts covering
FY EPS (est.)
$0.03next fiscal year
Monitoring Framework
Key Performance Indicators
Written Premium Growth Quarterly1,800.0%Target: 15% to 16% for FY 2026
Policy Retention Rate Quarterly8,900.0%Target: Maintain high-80s to 90%+
Policies in Force Quarterly1.8MTarget: 3,000,000 by 2030
Watch Items
- Amortization of Deferred Ceding CommissionsTrigger: $190 million total pre-tax transitional costs in FY 2026Action: Monitor quarterly non-cash impact on GAAP Net Income to ensure underlying Adjusted EBITDA remains aligned with the $236M-$247M guidance.
- State Farm Classic+ Policy ConversionsTrigger: Targeting conversion of ~500,000 policiesAction: Track state-by-state rollout velocity through 2026 and 2027 to ensure conversion targets are met.
- Duck Creek Policy Administration Platform MigrationTrigger: $20 million elevated technology spendAction: Evaluate operational efficiency gains, system scalability, and MGA fee margin improvements post-implementation.
Research as of 19 Jun 2026