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ERIE · Erie Indemnity Co

Track ERIE — free
$245.03 +4.63 (+1.93%) At close · Sep 11
Market Cap
$11.32B
Shares
46.19M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$245.03 Open$240.52 Day$239.45–245.42 52W close$207.24–338.66 Avg vol 30d300K Short int2.6M · 5.7% float · 6.8d Short vol57% Last earningsJul 31, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 7 wks
filed Jul 30, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$4.12B
Trailing 12 months
Net income (TTM)
$577.00M
Trailing 12 months
Revenue growth YoY
+2.8%
Year over year
Operating margin
17.9%
Trailing 12 months
P / E (TTM)
19.6
Trailing earnings · reciprocal yield 5.1%
FCF yield
4.9%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
2.4%
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
-27.2%
Trailing year
Short interest
5.7%
Latest settlement · 6.8 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 31, 2026
Q2 FY26

TL;DR. Erie Indemnity's Q2 2026 results showed continued underwriting and earnings improvement, with the Exchange's combined ratio improving 13 points to 103.9% and YTD operating income up 5.8%, but growth moderated as direct written premium rose only 3.3% and policies in force declined 2% with retention slipping to 87.5%.

Bullish
  • + YTD operating income increased 5.8% to $370.9 million and net income per diluted share rose to $6.32 from $5.99.
  • + Policyholder surplus grew to approximately $10.7 billion at quarter-end from $10.1 billion at year-end 2025, reflecting continued financial strength of the Exchange.
  • + Management fee revenue from policy issuance and renewal services grew 4.7% in Q2 and 4.5% YTD.
Bearish
  • Policies in force declined 2% and retention ratio slipped to 87.5%.
  • Combined ratio remains above 100% at 103.9% in Q2, indicating the Exchange is still unprofitable on an underwriting basis.
  • Commission expense rose 9.6% in Q2 ($44.7 million) and 8.1% YTD, primarily from higher agent incentive compensation tied to improved underwriting profitability.

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

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Bullish Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg −1%
below
RSI (14) 45
neutral
MACD trend Negative
52-week position 29%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −4%
trailing
6-month return +2%
trailing
YTD return −15%
this year
Relative strength −16%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $247 › 200d $253 — 200d above 50d
Institutional flow Accumulating
+9% holders QoQ · +81 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
5.68% of float · ▼ -2.5% MoM · 6.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
440 holders — near 3-yr high, broad support
Squeeze score 61
elevated · 0–100
Fundamentals
Excellent
Revenue growth +6%
Y/Y
Buyback $17.8M
remaining
Balance sheet $142.1M
net cash
Quant / Vol
risk profile
Moderate
Volatility 37%
annualized · 1-yr
Max drawdown −39%
past year
ATR 3.5%
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 Neutral
1 · 6 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
−1% Neutral
RSI (14)
45 Neutral
MACD trend
Negative Bearish
52-week position
29% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $247 › 200d $253 — 200d above 50d
Institutional flow Accumulating
+9% holders QoQ · +81 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
5.68% of float · ▼ -2.5% MoM · 6.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
440 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $207 Now $245 · 29% Range high $339
vs 200-day avg -3% vs 50-day avg -1%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$11.32B -14.5% +6.0% 5.7%
MRSH
Marsh & Mclennan Companies, Inc.
$84.42B -4.6% +10.3% 21.6 1.4%
AON
Aon plc
$64.21B -14.2% +7.7% 16.7 1.8%
AJG
Arthur J. Gallagher & Co.
$61.59B -7.1% +10.1% 39.9 2.6%
WTW
Willis Towers Watson PLC
$29.31B -4.0% -2.2% 19.6 2.6%

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
440
% held
45.4%
Net QoQ
+799.1K sh
Top holder
PNC FINANCIAL SERVICES GR…
Held Float
View
Held by Funds
Fund positions
397
View
Short & Settlement
Short Interest Falling
Shares short
2.6M
Days to cover
6.8d
Change
-67.2K sh
View
Short Volume
Short vol %
57%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
2.6K
Value
$674.4K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
38.4%
Week of
Aug 3, 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
Jul 31, 2026
This year
9
View
Earnings & Events
Earnings Calls
Last call
Jul 31, 2026
View

Performance

5D 20D 120D MTD YTD
ERIE -5.2% -4.2% +1.9% -4.1% -14.5%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -4.0% -2.5% -15.9% -3.8% -26.6%

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)
2.35%
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) 158 filings 156 filers Visit website Investor relations