• Hagerty, Inc. has promoted Marc Burns to Chief Marketing Officer and appointed former AT&T executive Matt Teshera as Senior Vice President of Marketing, expanding its senior leadership team to focus on brand awareness, membership, and integrated marketing execution.
• This new marketing leadership structure highlights Hagerty’s intent to deepen member relationships through a more tailored, tiered membership model supported by enhanced data and insights.
• We’ll now examine how Hagerty’s expanded marketing leadership, with its focus on bespoke tiered membership, could influence the existing investment narrative.

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Hagerty Investment Narrative Recap

To own Hagerty, you need to believe in its ability to grow and deepen a paid membership community around car enthusiasm, while managing insurance risk and exposure to classic car values. The new marketing leadership, focused on tiered membership and better data, appears more incremental than transformational to near term catalysts such as scaling partnerships and executing on new products, and it does not materially change the key risk around underwriting exposure and classic car demand.

The most relevant recent announcement here is Hagerty’s upcoming Q4 2025 results and conference call on February 26, 2026, which will give investors a closer look at membership trends and insurance performance. That update should help clarify whether enhanced marketing and membership efforts are translating into healthier unit economics, particularly as the company balances selective growth with the need to justify its current valuation and ongoing investment in new offerings.

Yet behind the growth story, investors should also be aware of the concentration of underwriting risk if loss ratios were to...

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

Uncover how Hagerty's forecasts yield a $13.67 fair value, a 13% upside to its current price.

Exploring Other Perspectives

One member of the Simply Wall St Community values Hagerty at US$4.32 per share, far below recent trading levels. You can weigh that against the company’s push into higher risk, 100 percent retained insurance economics and consider how different assumptions might affect your view.

Explore another fair value estimate on Hagerty - why the stock might be worth as much as $4.32!

Build Your Own Hagerty Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Hagerty research is our analysis highlighting 2 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.