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ERIE · Erie Indemnity Co

Track ERIE — free
$267.38 +10.43 (+4.06%) At close · Aug 19
Market Cap
$12.46B
Shares
46.19M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$267.38 Open$257.04 Day$257.04–270.47 52W close$207.24–366.36 Avg vol 30d282K Short int2.8M · 6.2% float · 8.9d Short vol73% Last earningsJul 31, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Bullish Fundamentals Excellent Quant / Vol High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +5%
      above
      Price vs 50-day avg +12%
      above
      RSI (14) 64
      neutral
      MACD trend Positive
      52-week position 38%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +27%
      trailing
      6-month return 0%
      trailing
      YTD return −7%
      this year
      Relative strength −12%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $238 › 200d $256 — 200d above 50d
      Institutional flow Accumulating
      +8% holders QoQ · +82 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.16% of float · ▼ -3.4% MoM · 8.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      435 holders — near 3-yr high, broad support
      Squeeze score 69
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +6%
      Y/Y
      Buyback $17.8M
      remaining
      Balance sheet $266.4M
      net cash
      Quant / Vol
      risk profile
      High
      Volatility 37%
      annualized · 1-yr
      Max drawdown −43%
      past year
      ATR 3.9%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +5% Bullish
      Price vs 50-day avg
      +12% Bullish
      RSI (14)
      64 Neutral
      MACD trend
      Positive Bullish
      52-week position
      38% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $238 › 200d $256 — 200d above 50d
      Institutional flow Accumulating
      +8% holders QoQ · +82 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.16% of float · ▼ -3.4% MoM · 8.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      435 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $207 Now $267 · 38% Range high $366
      vs 200-day avg +5% vs 50-day avg +12%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Versus peers

      Insurance Brokers — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      ERIE
      Erie Indemnity Co
      this stock
      $12.46B -6.7% +6.0% 6.2%
      MRSH
      Marsh & Mclennan Companies, Inc.
      $87.91B +2.0% +10.3% 22.5 1.6%
      AON
      Aon plc
      $72.80B -1.3% +7.7% 18.9 2.3%
      AJG
      Arthur J. Gallagher & Co.
      $63.65B -0.5% +10.1% 41.2 2.4%
      WTW
      Willis Towers Watson PLC
      $30.45B +2.1% -2.2% 20.3 3.8%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      435
      % held
      45.3%
      Net QoQ
      +738.4K sh
      Top holder
      PNC FINANCIAL SERVICES GR…
      Held Float
      View
      Held by Funds
      Fund positions
      400
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      2.8M
      Days to cover
      8.9d
      Change
      -100.1K sh
      View
      Short Volume
      Short vol %
      73%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      9.2K
      Value
      $2.2M
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      47.3%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      John Fetterman
      Amount
      $1.0K–$15.0K
      Traded
      Mar 30, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $4.1B
      Net income (FY)
      $559.3M
      View
      Buybacks
      Authorized
      $150.0M
      Remaining
      $17.8M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Sep 30, 2026
      This year
      9
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 31, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      ERIE +3.6% +26.8% -0.5% +10.5% -6.7%
      SPY -0.4% +2.9% +11.6% +3.0% +12.8%
      vs SPY +4.0% +23.9% -12.1% +7.5% -19.5%

      Capital returns

      Latest dividend
      $1.463 / share · ex Jul 7, 2026
      Declared · upcoming
      $1.4625 / share · ex Oct 5, 2026
      Raised 7.2%
      Paid (TTM)
      $5.754 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.15%
      Buyback program · as of Jun 30, 2026
      Authorized
      $150.00M
      Spent (derived)
      $132.20M
      Remaining
      $17.80M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 922621 CUSIP 29530P102 13F (30d) 388 filings 385 filers Visit website Investor relations