Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$273.93
Open:$271.26
Day's Low:$268.11
Day's High:$274.58
Bid / Ask:-
Market Cap:14.10B
Enterprise Value:13.99B
52-Week Range
52-Week Low:$204.63
52-Week High:$301.61
Current position in 52-week range
52w Low-52w High
50-Day Avg:$241.77
200-Day Avg:$244.39
Volume
Volume Today:235,507
Avg Volume (3m):239,303
Avg Volume (10d):228,270
52-Week Change:-5.35%
vs S&P 500, 52 weeks:-
Beta:0.22
Valuation Multiples
P/E (trailing):24.49
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.
P/E (forward):20.23
PEG Ratio:2.67
Price / Book:5.52
Price / Sales (TTM):3.42
EV / Revenue:3.39
EV / EBITDA:16.78
Dividends
Current yield:2.14%
Annual Dividend Rate:$5.85
Dividend Trailing:$5.85
Yield Trailing:2.14%
5-Year Avg Yield:1.68%
Payout Ratio:53.13%
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:736.01M
EBITDA:834.12M
Net Income (TTM):576.14M
Rev Growth (YoY):+0.30%
Earnings Growth (YoY):-0.50%
Quarterly earnings growth (YoY):-0.50%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$11.01
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.
EPS Forward (Est.):$13.33
Revenue Per Share:$78.84
Cash Per Share:-
Book Value:$48.82
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:383.84M
Total Debt:54.31M
Net Debt (Debt - Cash):−329.53M (net cash)
Debt / Equity:2.13%
Current Ratio:1.31
Quick Ratio:1.17
Cash Flows
Operating Cash Flow:691.78M
Free Cash Flow (FCF):509.24M
FCF Yield (FCF / Market Cap):-
Enterprise Value:13.99B
EV / Revenue:3.39
EV / EBITDA:16.78
Profitability
ROE (Return on Equity):23.70%
ROA (Return on Assets):13.48%
P/E (trailing):24.49
P/E (forward):20.23
Price / Book:5.52
PEG Ratio:2.67
52-Week Change:-5.35%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$11.01
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.
EPS Forward (Est.):$13.33
P/E (forward):20.23
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:$78.84
Cash Per Share:-
Book Value:$48.82
Cash Flows (TTM)
Free Cash Flow:509.24M
Operating Cash Flow:691.78M
EBITDA:834.12M
Total Revenue (TTM):4.12B
Net Income (TTM):576.14M
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):25,149,858
Short interest (shares):2,488,722
Short % of float:-
Short Ratio (days to cover):12.69
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 −3.9% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
Its strongest factor is quality (Z 0.21, ranked 135 of 468); its weakest is momentum (Z -0.99, ranked 431 of 494). 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.
Frequently asked questions about Erie Indemnity (ERIE)
When does Erie Indemnity report earnings?
Erie Indemnity has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 6 after the close (and 6 with no time on the filing) (SEC filings through Oct 29, 2026). ERIE earnings dates and times, quarter by quarter →
What is Erie Indemnity's P/E ratio?
Erie Indemnity's P/E (price over earnings per share for the last twelve months) is 24.5 at the Nov 3, 2026 close. That EPS is the 12-month figure from the market data provider (Yahoo Finance), not the SEC one. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: Erie Indemnity is above its sector median. Financial Services stocks, company by company →
Have Erie Indemnity insiders bought or sold shares?
The latest open-market purchase of Erie Indemnity shares filed with the SEC (Form 4) was on Jun 2, 2026, by a director, for $1.4M. The latest sale was on May 8, 2026, by an officer, for $101k. In total, from August 2025 through Nov 3, 2026: 1 purchase and 1 sale by directors, officers and large shareholders. All ERIE insider trades →
Does Erie Indemnity pay a dividend?
Yes. Its dividend yield is 2.14% at the Nov 3, 2026 close (annual dividend of $5.85 per share). The latest recorded ex-dividend date is Oct 5, 2026.
What sector is Erie Indemnity in, and which index?
Erie Indemnity is classified in the Financial Services sector (industry: Insurance Brokers), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
We save the portfolios you design, your own portfolio and your Academy progress, synced across devices.
Free, no card. Two automatic emails and no more: the one that confirms your address and the welcome one. After that, nothing you do not switch on yourself in your profile — such as the alert for insider buys, the same day they are reported to the SEC.