Each point was worked out that day with the data available that day. Scale 0-10, same as the markers above: 5 is the index average and 10 means the score is capped at +3 standard deviations, not that it is perfect. The vertical axis zooms to fit this company, so two companies' charts are not directly comparable by eye; the darker line at 5 is in both.
Market and Valuation
Price & Market
Prev Close Price:$244.39
Open:$243.78
Day's Low:$238.81
Day's High:$244.29
Bid / Ask:-
Market Cap:12.50B
Enterprise Value:12.26B
52-Week Range
52-Week Low:$204.63
52-Week High:$330.54
Current position in 52-week range
52w Low-52w High
50-Day Avg:$245.87
200-Day Avg:$252.14
Volume
Volume Today:546,230
Avg Volume (3m):283,480
Avg Volume (10d):208,320
52-Week Change:-25.54%
vs S&P 500, 52 weeks:-
Beta:0.31
Valuation Multiples
PER Trailing:22.18
PER Forward:17.06
PEG Ratio:2.67
Price / Book:5.07
Price / Sales (TTM):3.03
EV / Revenue:2.98
EV / EBITDA:14.68
Dividends
Current yield:2.39%
Annual Dividend Rate:$5.85
Dividend Trailing:$5.75
Yield Trailing:2.35%
5-Year Avg Yield:1.80%
Payout Ratio:64.59%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):4.12B
Gross Profit:737.55M
EBITDA:834.97M
Net Income (TTM):577.00M
Rev Growth (YoY):+2.80%
Earnings Growth (YoY):+3.20%
Quarterly earnings growth (YoY):+3.20%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):-
EPS Forward (Est.):$14.01
Revenue Per Share:$78.78
Cash Per Share:-
Book Value:$47.18
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:305.01M
Total Debt:63.16M
Net Debt (Debt - Cash):−241.85M (net cash)
Debt / Equity:2.56%
Current Ratio:1.25
Quick Ratio:1.11
Cash Flows
Operating Cash Flow:697.78M
Free Cash Flow (FCF):481.21M
FCF Yield (FCF / Market Cap):-
Enterprise Value:12.26B
EV / Revenue:2.98
EV / EBITDA:14.68
Profitability
ROE (Return on Equity):24.81%
ROA (Return on Assets):14.15%
PER Trailing:22.18
PER Forward:17.06
Price / Book:5.07
PEG Ratio:2.67
52-Week Change:-25.54%
S&P 500 change, 52 weeks:+14.80%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$10.78
EPS Forward (Est.):$14.01
PER Forward:-
PEG Ratio:2.67
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$78.78
Cash Per Share:-
Book Value:$47.18
Cash Flows (TTM)
Free Cash Flow:481.21M
Operating Cash Flow:697.78M
EBITDA:834.97M
Total Revenue (TTM):4.12B
Net Income (TTM):577.00M
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:46,189,068
Float (free shares):25,137,831
Short interest (shares):2,621,691
Short % of float:-
Short Ratio (days to cover):7.78
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Erie Indemnity Company (ERIE) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
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.
Executive VP, Corporate Secretary & General Counsel
59
849,194
Mr. Douglas Edward Smith C.P.C.U., FCAS, MAAA
Executive Vice President of Sales & Products
51
846,649
Mr. Bill Matrogran
Vice President of Construction Management & Operations
-
-
Mr. Ronald Steven Habursky C.F.A.
Senior VP & Chief Investment Officer
-
-
Mr. Scott W. Beilharz
Vice President of Capital Management & Investor Relations
-
-
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Erie Indemnity Company (ERIE): Quantitative Analysis
Erie Indemnity Company (ERIE) — Financial Services — Insurance Brokers. ERIE is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, ERIE has returned −15.1% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.
Its strongest factor is quality (Z 0.27, ranked 120 of 473); its weakest is momentum (Z -0.86, ranked 422 of 497). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
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