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$223.33 +8.81 (+4.11%) At close · Jul 24
Market Cap
$10.33B
Shares
46.19M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$214.52 Open$210.68 Day$209.38–214.85 52W$204.63–377.07 Avg vol 30d257K Short int2.9M · 6.4% float · 10.6d Short vol73% Last earningsApr 23, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 23

Up next

Next earnings call
Jul 27, 2026 Est · unconfirmed · this week
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 23, 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
      Sell
      SellHoldBuy
      Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 18.6 · elevated Equity put/call 0.79
      Technical
      price trend
      Strong Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −18%
      below
      Price vs 50-day avg −5%
      below
      RSI (14) 40
      neutral
      MACD trend Negative
      52-week position 6%
      near low
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Weak
      1-month return −7%
      trailing
      6-month return −24%
      trailing
      YTD return −25%
      this year
      Relative strength −30%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $227 › 200d $263 — 200d above 50d
      Institutional flow Accumulating
      100 of 401 funds reported for Jun 30 · net +161.2K sh shares · +19 new
      Insider flow Distributing
      Net -$101.0K over 90 days · 100% sells
      Short interest Rising
      6.38% of float · ▲ +0.8% MoM · 10.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      401 holders — mid 3-yr range
      Squeeze score 68
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +6%
      Y/Y
      Buyback $17.8M
      remaining
      Balance sheet $266.4M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 35%
      annualized · 1-yr
      Max drawdown −43%
      past year
      ATR 4.5%
      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 Strong Sell
      4 · 3 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −18% Bearish
      Price vs 50-day avg
      −5% Bearish
      RSI (14)
      40 Neutral
      MACD trend
      Negative Bearish
      52-week position
      6% Bearish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $227 › 200d $263 — 200d above 50d
      Institutional flow Accumulating
      100 of 401 funds reported for Jun 30 · net +161.2K sh shares · +19 new
      Insider flow Distributing
      Net -$101.0K over 90 days · 100% sells
      Short interest Rising
      6.38% of float · ▲ +0.8% MoM · 10.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      401 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $205 Now $215 · 6% 52-wk high $377
      vs 200-day avg -18% vs 50-day avg -5%

      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
      $10.33B -24.8% +6.0% 6.4%
      MRSH
      Marsh & Mclennan Companies, Inc.
      $86.25B -2.1% +9.7% 22.1 1.4%
      AON
      Aon plc
      $77.25B +2.5% -0.7% 19.9 2.1%
      AJG
      Arthur J. Gallagher & Co.
      $63.65B -6.1% +16.6% 40.1 3.1%
      WTW
      Willis Towers Watson PLC
      $27.87B -9.9% -2.2% 17.3 3.9%

      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
      414
      % held
      41.7%
      Reported
      100 of 401
      Top holder
      PNC FINANCIAL SERVICES GR…
      Held Float
      View
      Held by Funds
      Fund positions
      375
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      2.9M
      Days to cover
      10.6d
      Change
      +23.4K sh
      View
      Short Volume
      Short vol %
      73%
      As of
      Jul 24, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      6.9K
      Value
      $1.6M
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      48.7%
      Week of
      Jun 29, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$101.0K
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      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
      8-K
      Filed
      May 21, 2026
      This year
      6
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 23, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      ERIE -5.1% -6.5% -24.0% -10.5% -24.8%
      SPY -1.7% +0.7% +6.4% -1.2% +8.3%
      vs SPY -3.4% -7.2% -30.3% -9.4% -33.0%

      Capital returns

      Latest dividend
      $1.463 / share · ex Jul 7, 2026
      Raised 7.2%
      Paid (TTM)
      $5.754 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.68%
      Buyback program · as of Mar 31, 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) 97 filings 95 filers Visit website Investor relations