Financial Sector Performance: The S&P 500 financials sector has risen about 14% year to date in 2025, ranking as the fourth-best performing sector in the index.
Top Performing Insurance Stocks: Hagerty leads the insurance broker stocks with a YTD performance of +40.52% and a Strong Buy rating, while the Baldwin Insurance Group has the lowest performance at -38.36% with a Strong Sell rating.
Sub-sector Rankings: Other notable insurance stocks include Willis Towers Watson with a +6.12% gain and Aon plc at -1.03%, with several companies showing negative YTD performance.
Market Insights: The article also mentions financial ETFs and highlights that Nasdaq is the best performing financial exchange stock YTD, with Robinhood being the top performing brokerage stock.
Wall Street analysts forecast HGTY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HGTY is 13.50 USD with a low forecast of 11.00 USD and a high forecast of 15.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast HGTY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HGTY is 13.50 USD with a low forecast of 11.00 USD and a high forecast of 15.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
3 Hold
0 Sell
Hold
Current: 12.760
Low
11.00
Averages
13.50
High
15.00
Current: 12.760
Low
11.00
Averages
13.50
High
15.00
JPMorgan
Pablo Singzon
Neutral
maintain
$12 -> $13
2026-01-07
Reason
JPMorgan
Pablo Singzon
Price Target
$12 -> $13
AI Analysis
2026-01-07
maintain
Neutral
Reason
JPMorgan analyst Pablo Singzon raised the firm's price target on Hagerty to $13 from $12 and keeps a Neutral rating on the shares. The firm adjusted targets in the property and casualty insurance sector as part of its 2026 outlook. While fundamentals in the P&C sector "are getting more challenging," pricing, margin, and growth headwinds "seem better reflected in sentiment and valuation levels," the analyst tells investors in a research note.
Keefe Bruyette
Outperform
maintain
$14 -> $15
2025-11-12
Reason
Keefe Bruyette
Price Target
$14 -> $15
2025-11-12
maintain
Outperform
Reason
Keefe Bruyette raised the firm's price target on Hagerty to $15 from $14 and keeps an Outperform rating on the shares. The firm continues to view 2026 as an inflection year for Hagerty, the analyst tells investors in a research note.
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Citizens JMP
Matthew Carletti
Outperform
initiated
$15
2025-10-01
Reason
Citizens JMP
Matthew Carletti
Price Target
$15
2025-10-01
initiated
Outperform
Reason
Citizens JMP analyst Matthew Carletti initiated coverage of Hagerty with an Outperform rating and $15 price target. Hagerty is the global leader in specialty insurance for classic and enthusiast vehicles with a \"wide moat and limited competition,\" the analyst tells investors in a research note. The firm believes Hagerty has macro tailwinds and the right structure to drive strong growth for the foreseeable future.
BMO Capital
Market Perform
initiated
$13
2025-09-22
Reason
BMO Capital
Price Target
$13
2025-09-22
initiated
Market Perform
Reason
BMO Capital initiated coverage of Hagerty with a Market Perform rating and $13 price target. The company is near accelerating premium growth with an expanded State Farm relationship, the analyst tells investors in a research note. However, the stock's valuation and a potential 2026 \"accounting-related air-pocket\" limits BMO's near-term bullishness on the shares.
About HGTY
Hagerty, Inc. is an automotive enthusiast brand. The Company is a provider of specialty vehicle insurance, expert car valuation data and insights, live and digital car auction services, immersive events and automotive entertainment custom made for the Americans who self-describe as car enthusiasts. Through its insurance business, the Company acts as a Managing General Agent (MGA) by underwriting, selling, and servicing collector car and enthusiast vehicle insurance policies. In addition, the Company offers Hagerty Drivers Club (HDC) memberships, which are primarily bundled with its insurance policies and give subscribers access to an array of products and services, including emergency roadside assistance, Hagerty Drivers Club Magazine, automotive enthusiast events, its proprietary vehicle valuation tool, and special vehicle-related discounts. It provides insurance for approximately 2.6 million collector cars and enthusiast vehicles.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
