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Zacks Company Profile for Hagerty, Inc. (HGTY : NYSE)

• Company Description    Hagerty Inc. offer automotive lifestyle brand and specialty insurance provider focused on automotive enthusiast market. Hagerty Inc., formerly known as Aldel Financial Inc., is based in TRAVERSE CITY, Mich. Number of Employees: 1,891

• Price / Volume Information    Yesterday's Closing Price: $13.55 Daily Weekly Monthly 20 Day Moving Average: 124,221 shares Shares Outstanding: 343.62 (millions) Market Capitalization: $4,656.09 (millions) Beta: 0.81 52 Week High: $14.00 52 Week Low: $9.36 Short Interest Ratio:   % Price Change % Price Change Relative to S&P 500 4 Week 3.28% 3.74% 12 Week 26.75% 24.06% Year To Date 0.82% -10.59%

• Address & Contact Information Street Address Phone / Fax Email Address Web URL 121 DRIVERS EDGE - TRAVERSE CITY,MI 49684 USA ph: 800-922-4050 fax: - investor@hagerty.com http://www.hagerty.com

• General Corporate Information    Officers McKeel O Hagerty - Chairman of the Board and Chief Executive Officer Patrick McClymont - Chief Financial Officer Kevin M. Delaney - Chief Accounting Officer and Controller Laurie L. Harris - Director Michael Heaton - Director Peer Information Hagerty, Inc. (CNA) Hagerty, Inc. (BRK.A) Hagerty, Inc. (CGI.) Hagerty, Inc. (HIGPQ) Hagerty, Inc. (HIG) Hagerty, Inc. (ALL) Industry / Sector / Ticker Info Analyst Coverage: No Industry Group: INS-PROP&CASLTY Sector: Finance CUSIP: 405166109 SIC: 6411 Fiscal Year Fiscal Year End: December Last Reported Quarter: 06/01/26 Next Expected EPS Date: 11/03/26 Share - Related Items Shares Outstanding: 343.62 Most Recent Split Date: (:1) Beta: 0.81 Market Capitalization: $4,656.09 (millions)

• EPS Information     • Dividend Information Analyst Coverage: No Dividend Yield: 0.00% Current Fiscal Quarter EPS Consensus Estimate: $0.01 Indicated Annual Dividend: $0.00 Current Fiscal Year EPS Consensus Estimate: $0.01 Payout Ratio: 0.00 Number of Estimates in the Fiscal Year Consensus: 3.00 Change In Payout Ratio: 0.00 Estmated Long-Term EPS Growth Rate: % Last Dividend Paid: NA - $0.00 Next EPS Report Date: 11/03/26

• Fundamental Ratios P/E Current FY Estimate: 2,032.50 Trailing 12 Months: 90.33 PEG Ratio: - Price Ratios Price/Book: 7.17 Price/Cash Flow: 70.54 Price / Sales: 3.32 EPS Growth vs. Year Ago Period: -115.38% vs. Previous Quarter: 50.00% Sales Growth vs. Year Ago Period: -3.76% vs. Previous Quarter: 13.79% ROE 06/30/26 - 5.15 03/31/26 - 11.94 12/31/25 - 16.24 ROA 06/30/26 - 1.58 03/31/26 - 3.61 12/31/25 - 4.81 Current Ratio 06/30/26 - 1.53 03/31/26 - 1.65 12/31/25 - 1.63 Quick Ratio 06/30/26 - 1.53 03/31/26 - 1.65 12/31/25 - 1.63 Operating Margin 06/30/26 - 2.37 03/31/26 - 5.29 12/31/25 - 6.84 Net Margin 06/30/26 - 1.81 03/31/26 - 5.11 12/31/25 - 5.98 Pre-Tax Margin 06/30/26 - 2.45 03/31/26 - 6.03 12/31/25 - 9.56 Book Value 06/30/26 - 1.89 03/31/26 - 1.88 12/31/25 - 1.93 Inventory Turnover 06/30/26 - - 03/31/26 - - 12/31/25 - - Debt-to-Equity 06/30/26 - 0.33 03/31/26 - 0.35 12/31/25 - 0.27 Debt-to-Capital 06/30/26 - 22.71 03/31/26 - 23.75 12/31/25 - 19.24

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