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Erie Indemnity Company ERIE SPXFINANCIAL

Financial Services · Insurance Brokers · United States
https://www.erieinsurance.com
Company Profile ↓
$252.80
-30.03% 1Y
Mkt Cap$11.68B
P/E22.92
P/B5.35
Div. Yield2.30%
52W High$361.31
52W Low$206.06
Book Value$47.18
EPS (TTM)$11.03

Company 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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 24.8%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 29.8%.

Consistent Profit Growth

Net profit has compounded at 13.1% per year over the last five years.

Healthy Margins

Operating margin of 19.1% supports profitability.

Dividend Income

Offers a dividend yield of 2.30%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $4.07B (+7.2% YoY); net profit $559.34M.
  • Trailing 12 Months Year-on-year growth — revenue +2.8%, earnings +3.2%.
  • 5-Year Trend Long-term compounding — revenue CAGR 2.5%, profit CAGR 13.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:2.55%
1 Year:2.80%

Compounded Profit Growth

5 Years:13.10%
1 Year:3.20%

Stock Price Performance

1 Year:-30.03%
6 Months:-1.59%
3 Months:+11.89%
1 Month:-0.50%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 30% of range
$206.06 $361.31
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)49.46 · Neutral
Price Performance
1M-0.50%
3M+11.89%
6M-1.59%
1Y-30.03%
Valuation vs Sector

P/E of 22.92 is above the sector median of 14.52 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 24.8%.
  • Healthy ROCE of 29.8%.
  • Profit CAGR of 13.1% over 5 years.
  • Generates positive free cash flow.

CONS

  • Trading 30.0% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
22.92
Industry PE
14.52
Forward P/E
18.04
PEG Ratio
2.67
Book Value
$47.18
Price to Book
5.35
P/S
3.21
EV/EBITDA
15.53
Dividend Yield
2.30%

Growth (CAGR)

Revenue 5Y
2.55%
Profit 5Y
13.10%
Revenue (YoY)
2.80%
Earnings (YoY)
3.20%

Profitability & Returns

ROCE
29.76%
ROE
24.81%
ROA
14.15%
Profit Margin
14.01%
Op Margin
19.10%
Gross Margin
17.90%
EPS (Latest Qtr)
$-
EPS (TTM)
$11.03

Balance Sheet & Liquidity

Debt/Equity
2.56
Quick Ratio
1.11
Current Ratio
1.25
Debt
$63.16M
Total Assets
$3.56B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
45.46%
Chg in Prom Hold
0.00%
FII / Inst Holding
46.01%
Chg in FII Hold
0.05%

Financial Snapshot

Enterprise Value
$11.68B
Total Revenue (TTM)
$4.12B
EBITDA
$834.97M
Free Cash Flow
$481.21M
Operating Cash Flow
$697.78M
Shares Outstanding
46.19M
Gross Margin
17.90%
Payout Ratio
64.59%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ERIE Erie Indemnity Company SPXFINANCIAL 252.80 22.92 $11.68B 2.30% 29.76% 24.81% 2.55% 13.10%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue --------399.32M448.56M442.49M401.40M572.16M621.46M612.13M576.47M594.11M647.71M638.74M596.74M616.74M657.02M653.48M630.18M680.03M687.84M672.11M726.14M741.24M752.47M839.87M858.94M880.70M990.44M999.89M989.40M1.06B1.07B1.01B1.09B
Operating Income 52.43M69.98M68.29M-67.67M85.76M82.25M-66.94M83.45M81.24M-77.57M95.32M96.69M-86.12M96.61M105.91M-85.69M91.19M96.22M76.09M85.06M95.10M84.31M104.00M106.47M110.54M134.16M148.47M138.81M190.21M180.12M151.38M199.17M208.92M166.79M204.12M
Net Income 38.83M56.15M49.56M30.13M45.90M61.31M57.38M45.79M47.88M58.53M58.54M32.05M65.76M79.71M80.45M62.31M75.31M87.75M94.17M59.59M59.33M81.98M89.22M73.57M79.03M90.22M68.62M80.15M84.31M86.24M117.85M131.04M124.55M163.90M159.83M138.42M174.69M182.85M150.47M180.29M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 2.65B4.25B4.89B4.82B5.51B1.30B1.41B1.51B1.60B1.69B2.38B2.48B2.54B2.63B2.84B3.27B3.80B4.07B
Operating Income -----209.34M222.85M232.54M293.52M290.25M344.34M357.34M338.16M318.10M376.21M520.26M676.46M717.18M
Net Income 69.00M108.00M162.00M169.00M160.00M162.61M167.50M174.68M210.37M197.00M288.22M316.82M293.30M297.86M298.57M446.06M600.31M559.34M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --13.29B14.34B14.35B15.44B16.68B1.32B1.41B1.55B1.67B1.78B2.02B2.12B2.24B2.24B2.47B2.89B3.36B
Total Equity -4.76B5.72B912.00M781.00M641.87M733.98M703.13M769.50M816.91M857.34M973.67M1.13B1.19B1.34B1.45B1.66B1.99B2.28B
Cash & Equivalents 123.00M277.00M234.00M430.00M185.00M11.61M49.05M91.75M182.89M189.07M215.72M266.42M-------
Long Term Debt ---------24.77M74.73M97.86M95.84M93.83M91.73M0---
Total Liabilities --7.56B8.01B8.05B8.65B9.13B616.06M637.79M732.04M808.51M804.65M882.99M929.07M899.58M791.05M809.13M901.36M1.07B
Current Liabilities -------400.15M445.70M469.60M509.91M547.07M587.71M627.67M630.86M665.11M708.98M802.51M945.59M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 720.00M889.00M721.00M----217.38M254.34M197.13M263.58M364.53M342.60M402.79M366.15M381.20M611.25M686.66M
Investing Cash Flow -425.00M-890.00M-405.00M----622.00K-136.94M-74.66M-81.40M-124.63M-243.22M-185.49M-106.92M-157.56M-226.91M-439.33M
Financing Cash Flow -141.00M-42.00M-120.00M-----126.86M-111.21M-95.81M-131.49M-169.57M-274.87M-194.84M-300.84M-221.68M-230.00M-199.85M
Share Buybacks 102.00M3.00M57.00M155.00M70.00M31.72M19.69M00---------

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ------------------
Operating Margin % -----16.1%15.8%15.4%18.4%17.2%14.5%14.4%13.3%12.1%13.2%15.9%17.8%17.6%
Net Margin % 2.6%2.5%3.3%3.5%2.9%12.5%11.9%11.6%13.2%11.6%12.1%12.8%11.6%11.3%10.5%13.6%15.8%13.8%
ROE % 1.4%1.9%17.8%21.6%24.9%22.2%23.8%22.7%25.8%23.0%29.6%28.0%24.7%22.2%20.6%26.8%30.2%24.5%
ROCE % ------24.2%24.2%27.2%25.1%28.0%25.0%22.7%19.7%23.9%29.5%32.4%29.8%

Shareholding Pattern

Insiders
45.46%
Institutions
46.01%
Public Float
84.35%

Top Institutional Holders

#Holder% HeldSharesValue
1 PNC Financial Services Group, Inc. 10.45% 4.83M $1.26B
2 Blackrock Inc. 3.63% 1.67M $436.07M
3 Vanguard Capital Management LLC 3.54% 1.64M $426.00M
4 State Street Corporation 3.11% 1.44M $374.33M
5 Vanguard Portfolio Management LLC 2.41% 1.11M $289.31M
6 Invesco Ltd. 2.36% 1.09M $284.12M
7 Geode Capital Management, LLC 1.95% 899.46K $234.22M
8 Charles Schwab Investment Management, Inc. 1.85% 855.98K $222.90M
9 ProShare Advisors, LLC 1.39% 641.44K $167.03M
10 Bank of America Corporation 1.14% 526.27K $137.04M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for ERIE

Google News Sun, 06 Sep 2026

Erie Indemnity (ERIE) Stock Looks Near Fair Value But Earnings Look Rich - simplywall.st

<a href="https://news.google.com/rss/articles/CBMi1AFBVV95cUxPZDl0WXJtQkRqZ0x6OUVMYWF3NnhTLWZ3OWlPWmw4WGRIMXRWQ195U2MzNWN3MlpFQzhZUzE3UmhuMlhiTW5zaEE5VE9zZno2aTJiNVRvZFVKbFMyS2xtQ2dtTEdOYlNKS2RxeGFhTW1hYU0tVHBrb1Z3ai1QRXFHNzJyZXloV1BwNDNDWU…

Google News Mon, 07 Sep 2026

Erie Indemnity stock falls after half-year results tighten margins - ad-hoc-news.de

<a href="https://news.google.com/rss/articles/CBMiyAFBVV95cUxNZjVnek44Z1VJSk9KY2N0Y1l5YWNuX2pnVW5MV3JDS29LeGZLOElGb3U0bWJ6eFloMWtvY2FQQktzYVh4eEFscHFyU2Q5MTFZcE1HTDRVeFdZeGo4ZDNNdWNaREJ5dFBuajJrSHBjQXZKTkp0bEhhbWVIMXh2dG93dkpqaldBeU1KMFlsaT…

Google News Wed, 26 Aug 2026

Erie Indemnity (ERIE) Stock May Be 2% Undervalued Despite Rich Earnings Valuation - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxNbTk3LTZhZ2dHR3dNVTlqQzNseXQzemFnMHNmMjh6Rjh5NzZkLVYyWnRabGNuQUlUXzZoYklaUzFPVGtoS2tDTUdWTS1iRTFuUDJBREh5Mzh5RjNSbERtUUphbk9VODFkeFNleDZlWHBpUklxbXZUQ19qNUNGNWZveDdTRjVqUWNhYXBUeU…

Google News Fri, 04 Sep 2026

Erie Indemnity Co. Cl A stock underperforms Friday when compared to competitors - MarketWatch

<a href="https://news.google.com/rss/articles/CBMi7AFBVV95cUxNR1NjZzAtaE5UV3B2TTBqRkZObFhZYmVycVNTTTN6WGxIN0VsQlZPaG1VYWVhSmN1Q3hTdVZ5M25ab215ZWlWcmxBRlRFclpOdmM4SDdTc1V3SDhGZnRncnBZNlF1UzFnbTJWMkNZd2NlZEV1RnhKaXZzVWN3UzkxZVFnekJEVDJ0NmF3TE…

Google News ue, 01 Sep 2026

Erie Indemnity Co (ERIE) SVP adds shares via 401(k) plan - Stock Titan

<a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxQYnROUlJhOE5HdXpCWmE1N0dCQTdmX3ZKdnB3VzV5UnA3QjVDYURkX0lpUlcxVktrdWxCOS04VzdhUDRCY2FPa2lpeXlkM1d6VDVXOFlnUU5MbllCbHBqYTFiZHFBMnlBbDRlLW9tZWRkZHJtR2cwVkJsRDVIVkZSZnRaQVpaaU9XWkVPUH…

Google News Fri, 04 Sep 2026

Is Erie Indemnity (ERIE) Expensive After Its Recent Rebound? - simplywall.st

<a href="https://news.google.com/rss/articles/CBMiywFBVV95cUxOa1RDa3NRNTNCX3pKREoxUENfY1BqT0V3MEhJTWNqQTlYNFZSajR2TTlqNzI5dXRxUjBTQzV6OXI4NG12Q1A1NHVlVWFmMmZHZVMxM05aaE1DZmEyQ3dDVWViOWdmXzlibG5sYkpCWGpxNXF6Nk94dWdLV0pNRlVFZ0lTYmpBMW5tOWdabV…

ERIE — Frequently Asked Questions

What is the current share price of Erie Indemnity Company (ERIE)?

As of 2026-09-07 16:24 PDT, Erie Indemnity Company (ERIE) trades at $252.80 on NasdaqGS. Its 52-week range is $206.06 to $361.31.

What is the market capitalisation of ERIE?

Erie Indemnity Company (ERIE) has a market capitalisation of $11.68B on NasdaqGS.

What is the P/E ratio of ERIE?

ERIE trades at a trailing price-to-earnings (P/E) ratio of 22.92. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 5.35.

Does ERIE pay a dividend?

Erie Indemnity Company (ERIE) currently offers a dividend yield of 2.30%.

What is the return on equity (ROE) of ERIE?

ERIE has a return on equity (ROE) of 24.81%. Its return on capital employed (ROCE) is 29.76%.

Is ERIE a good stock to buy?

This page provides a data-driven analysis of Erie Indemnity Company (ERIE), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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