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    Record Amelia Auction Results Could Be A Game Changer For Hagerty’s Ancillary Revenue Story (HGTY)

    Simply Wall St·03/15/2026 00:36:38
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    • Earlier this month, Hagerty’s Broad Arrow Auctions division set a company and event record at The Amelia Concours, generating over US$111,000,000 in total sales during the 31st running of the classic car celebration.
    • The record auction performance underscores Hagerty’s expanding role in the collector car ecosystem, reinforcing how event-driven services can complement its core insurance and enthusiast offerings.
    • We’ll now examine how Broad Arrow’s record auction sales might influence Hagerty’s investment narrative around higher-margin ancillary growth and global expansion.

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    Hagerty Investment Narrative Recap

    To own Hagerty, you need to believe the company can turn its collector car focus into durable insurance and membership economics, while scaling higher margin services like auctions and events. Broad Arrow’s US$111,000,000 record at The Amelia showcases that opportunity, but it does not materially change the near term catalyst, which remains execution on new distribution partnerships, or the key risk that demographic shifts and softer classic car valuations could limit long term demand.

    The most relevant recent announcement is Hagerty’s Q4 2025 and full year 2025 results, which showed higher revenue and improved profitability compared to the prior year. That context matters because Broad Arrow’s record auction supports the idea that ancillary businesses can add to the top line and potentially mix toward higher margin revenue streams, which may help offset upcoming volatility related to the 2026 Markel fronting change and the planned elimination of commission revenue.

    Yet against this positive backdrop, investors still need to weigh the risk that a shrinking, aging enthusiast base could quietly pressure Hagerty’s growth potential over time and...

    Read the full narrative on Hagerty (it's free!)

    Hagerty's narrative projects $1.8 billion revenue and $228.5 million earnings by 2028. This requires 11.1% yearly revenue growth and roughly a $210 million earnings increase from $18.4 million today.

    Uncover how Hagerty's forecasts yield a $13.71 fair value, a 34% upside to its current price.

    Exploring Other Perspectives

    HGTY 1-Year Stock Price Chart
    HGTY 1-Year Stock Price Chart

    One member of the Simply Wall St Community currently estimates Hagerty’s fair value at about US$5.82 per share. Against that single, conservative view, the recent record auction highlights how much opinions can differ on the value of Hagerty’s event driven and ancillary growth potential, so it is worth comparing multiple perspectives before forming your own view.

    Explore another fair value estimate on Hagerty - why the stock might be worth 43% less than the current price!

    Form Your Own Verdict

    Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

    • A great starting point for your Hagerty research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Hagerty research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Hagerty's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.