Inside the research
Erie Indemnity Company
ERIE Research profile · latest available data
Price overview
$222.86
▲ +3.90 (+1.8%)
| 52w hi | $324.51 |
|---|---|
| 52w lo | $206.06 |
| Vol | 137.00K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.09
| Short | -0.19 |
|---|---|
| Medium | -0.09 |
| Long | +0.10 |
computed 2026-09-27
Key fundamentals
Erie Indemnity Company
Financial Services · Insurance Brokers
| Market cap | $11.65B |
|---|---|
| Enterprise value | $11.41B |
| Trailing P/E | 20.24x |
| Forward P/E | 15.91x |
| EV / EBITDA | 13.67x |
| P / S (ttm) | 2.83x |
| Profit margin | 14.0% |
| Return on equity | 24.8% |
| Revenue growth | +2.8% |
| Earnings growth | +3.2% |
| Debt / equity | 2.56 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.27 | |
| Sector | +0.02 | |
| Technical | -0.15 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.
Risk Metrics
| Beta vs SPX | 0.24 |
|---|---|
| Corr SPX | 0.11 |
| Annual vol | 35.3% |
| Annual ret | -36.1% |
| Sharpe | -1.02 |
| Max DD | -62.0% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | — |
|---|---|
| High / Low | — / — |
| Median | — |
| Analysts | — |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 1 | |
| Hold | 0 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| No recent actions. |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-30 | Earnings Release, Other Material Event… | read |
| 2026-05-21 | Officer / Director Change | read |
| 2026-04-23 | Earnings Release, Shareholder Vote… | read |
| 2026-02-23 | Earnings Release, Other Material Event… | read |
| 2026-02-20 | Officer / Director Change, Other Material Event… | read |
| 2025-12-11 | Other Material Event, Exhibits | read |
| 2025-10-30 | Earnings Release, 5.05… | read |
| 2025-08-07 | Earnings Release, Other Material Event… | read |
| 2025-07-07 | Reg FD Disclosure | read |
| 2025-06-11 | Other Material Event | read |
| 2025-05-01 | Other Material Event, Exhibits | read |
| 2025-04-24 | Earnings Release, Shareholder Vote… | read |
Dividends
| Yield (TTM) | 1.93% |
|---|---|
| $ / share (TTM) | $4.29 |
| 5y CAGR | -1.4% |
Annual dividend per share
| 2021 | $4.14 |
|---|---|
| 2022 | $4.44 |
| 2023 | $4.76 |
| 2024 | $5.10 |
| 2025 | $5.46 |
| 2026 | $2.93 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $4.07B | +2.9% | |
| Operating income | $717.18M | +11.9% | |
| Net income | $559.34M | +15.0% | |
| Cash from ops | $611.25M | -1.8% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $218.96 | $226.30 | $216.75 | $222.86 | 137.00K |
| Sep 24 | $226.00 | $226.99 | $218.53 | $218.96 | 196.70K |
| Sep 23 | $234.11 | $234.50 | $224.78 | $225.77 | 202.80K |
| Sep 22 | $237.46 | $237.46 | $225.49 | $234.38 | 290.50K |
| Sep 21 | $238.49 | $239.89 | $234.23 | $235.95 | 280.40K |
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