HGTY (Hagerty) Tax Rate %: 39.13% (As of Mar. 2026)


HGTY Hagerty Inc HGTY
65 GF Score
Price $12.23
GF Value $9.67
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Hagerty Tax Rate %?

Hagerty HGTY -0.41% 65 Tax Rate % is 39.13% as of Mar. 2026. GuruFocus rates HGTY with a GF Score™ of 65/100 and a GF Value™ of $9.67 (Modestly Overvalued). The stock has 5 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Hagerty's Tax Expense for the three months ended in Mar. 2026 was $-8 Mil. Hagerty's Pre-Tax Income for the three months ended in Mar. 2026 was $-21 Mil. Therefore, Hagerty's Tax Rate % for the quarter that ended in Mar. 2026 was 39.13%.

Hagerty Tax Rate % Related Terms

Hagerty Tax Rate % Historical Data

* Premium members only.

The historical data trend for Hagerty's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Hagerty Tax Rate % Chart

Hagerty Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial -12.36 63.24 37.06 16.42 -7.22

Hagerty Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 16.74 11.55 -246.19 28.06 39.13
HGTY
65GF Score
Hagerty Inc HGTY
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Hagerty Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Hagerty's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=-10.043/139.182
=-7.22 %

Hagerty's Tax Rate % for the quarter that ended in Mar. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Mar. 2026 )/Pre-Tax Income (Q: Mar. 2026 )
=-8.192/-20.937
=39.13 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 39.13% mean?
Hagerty (HGTY) has a Tax Rate % of 39.13% as of Mar. 2026.
Is Hagerty's Tax Rate % too high?
Hagerty's current Tax Rate % is 39.13%. Overall, Hagerty has a GF Score™ of 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Hagerty's Tax Rate % compare to UVE and ASIC?
Hagerty's Tax Rate % of 39.13% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Insurance company?
A good Tax Rate % depends on the Insurance industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Hagerty's current Tax Rate % is 39.13%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hagerty stock overvalued right now?
Based on GuruFocus' analysis, Hagerty (HGTY) is currently considered Modestly Overvalued. The stock's GF Value™ is $9.67, compared to a current price of $12.23 — trading 26.5% above its estimated fair value. The current Tax Rate % is 39.13%. Hagerty's overall GF Score™ is 65/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Hagerty (HGTY), the current Tax Rate % is 39.13% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Hagerty (HGTY) Overvalued in 2026?

Based on GuruFocus' analysis, Hagerty stock appears to be overvalued. The current stock price of $12.23 is trading 26.5% above its estimated GF Value™ of $9.67. GuruFocus considers Hagerty to be Modestly Overvalued.

Key valuation signals for HGTY:

  • Tax Rate %: 39.13%
  • GF Value™: $9.67 vs. price of $12.23 (26.5% above fair value)
  • GF Score™: 65/100 with 5 warning signs

No single metric tells the full story. See the HGTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Hagerty Business Description

Address 121 Drivers Edge, Traverse, MI, USA, 49684
Hagerty Inc is a provider of specialty automotive insurance. The company underwrites, sells, and services classic car and enthusiast vehicle insurance policies. Substantial revenue is derived from Commission and fees. Geographically, it serves Europe, Canada, and the United States.
65GF Score

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Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$12.23
Price
$9.67
GF Value