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No complete published report is available for Erie Indemnity Company (ERIE) on this page. Market-directory data, when present, is not a substitute for a reviewed stock analysis.

ERIE Stock Analysis, Forecast & Valuation

Market cap	13B
Revenue (ttm)	4.1B
Net income (ttm)	571.4M
EPS (ttm)	$10.9
Shares out	52.3M
P/E (trailing)	22.8x
Dividend	$5.85 (2.35%)
Volume	311,340
Beta	0.29

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	223.9B	20.1x	3.2x	11.9%	+13.2%	+7.8%	Reduce
BAC	Bank of America Corporation	428.6B	14.1x	3.8x	—	+5.6%	+29.4%	Reduce
BK	The Bank of New York Mellon Corporation	—	—	—	—	—	—	Reduce

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Market & fundamental data

Available fields

274

Groups with data

Currency

USD

Showing 274 of 274 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000922621
Company name	Erie Indemnity Company
Country	United States
Country code	US
Cusip	29530P102
Employees	6,667
Employees Change	-134%
Employees Change Percent	-1.97
Enterprise value	$12.8B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Insurance Brokers
Industry PE	29.62
Industry PE Fwd	18.18
IPO Date	1995-10-02
Isin	US29530P1021
Last refreshed	2026-07-30
Market cap	$13B
Market cap category	Large-Cap
Price	$249
Price currency	USD
Rev Per Employee	613,434.83x
Sector	Financials
Sector PE	17.17
Sector PE Fwd	14.5
Sic	6411
Symbol	ERIE
Website	https://www.erieinsurance.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	4.4%
EV Earnings	22.34x
EV Sales Forward	4.03x
EV/EBIT	17.42x
EV/EBITDA	17.42x
EV/FCF	23.77x
EV/Sales	3.12x
FCF yield	4.13%
P/B ratio	5.52x
P/E ratio	22.76x
P/S ratio	3.18x
PE Ratio10 Y	33.07x
PE Ratio3 Y	34.52x
PE Ratio5 Y	34.98x
PS Forward	4.1x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	17.91%
EBITDA Margin	17.91%
FCF margin	13.13%
Gross margin	17.91%
Gross Profit	$732.6M
Gross Profit Growth	6.32%
Gross Profit Growth Q	10.18%
Gross Profit Growth3 Y	22.1%
Gross Profit Growth5 Y	17.4%
Net Income	$571.4M
Net Income Growth	-6.97%
Net Income Growth Q	8.71%
Net Income Growth Quarters	1%
Net Income Growth Years	0%
Net Income Growth3 Y	21.8%
Net Income Growth5 Y	13.19%
Pretax Margin	17.76%
Profit Margin	13.97%
Profit Per Employee	$85,705
Profitable Quarters	$69
Profitable Years	32
ROA	14.84
Roa5y	13.14
ROCE	29.58
ROE	25.85
Roe5y	26.54
ROIC	28.8
Roic5y	29.12

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	12.2%
Cagr15y	11.44%
Cagr1y	-28.24%
Cagr20y	11.65%
Cagr3y	6.02%
Cagr5y	8.11%
Div CAGR10	7.2%
Div CAGR3	7.12%
Div CAGR5	-1.07%
EPS Growth	-7.02
EPS Growth Q	8.72
EPS Growth Quarters	1
EPS Growth Years	0
EPS Growth3 Y	21.78
EPS Growth5 Y	13.18
FCF Growth	5.27%
FCF Growth Q	-38.4%
FCF Growth3 Y	18.87%
FCF Growth5 Y	11.59%
OCF Growth	2.84%
OCF Growth Q	-22.2%
OCF Growth10 Y	20.12%
OCF Growth3 Y	19.13%
OCF Growth5 Y	13.16%
Revenue Growth	4.76x
Revenue Growth Q	2.28x
Revenue Growth Quarters	42x
Revenue Growth Years	11x
Revenue Growth3 Y	11.88x
Revenue Growth5 Y	9.91x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$1.29
Assets	$3.4B
Cash	$283.1M
Current Assets	$1.2B
Current Liabilities	$899.9M
Debt	$49.6M
Debt EBITDA	$0.07
Debt Equity	$0.02
Debt FCF	$0.09
Equity	$2.4B
Liabilities	$1B
Long Term Assets	$2.2B
Long Term Liabilities	$123.3M
Net Cash	$233.4M
Net Cash By Market Cap	$1.8
Net Cash Growth	-15.26%
Net Debt EBITDA	$-0.32
Net Debt Equity	$-0.1
Net Debt FCF	$-0.43
Tangible Book Value	$2.4B
Tangible Book Value Per Share	$45.01
WACC	5.8

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	1.29
Net Working Capital	$27.6M
Quick ratio	1.16
Working Capital	$261M
Working Capital Turnover	$14.32

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	0.01%
Dividend Growth	7.12%
Dividend Growth Years	36%
Dividend per share	$5.85
Dividend Years	36
Dividend Yield	2.35%
Ex Div Date	2026-07-07
Last Dividend	$1.46
Payout Frequency	Quarterly
Payout Ratio	53.57%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	216.17%
1Y total return	-28.22%
200-day SMA	261
3Y total return	19.18%
50-day SMA	228.7
50-day SMA vs 200-day SMA	50under200
5Y total return	47.66%
All Time High	547
All Time High Change	-54.56%
All Time High Date	2024-09-25
All Time Low	16
All Time Low Change	1,453.44%
All Time Low Date	1995-10-02
ATR	10.36
Beta	0.29
Beta1y	0.13
Beta2y	0.33
Ch YTD	-13.29
High	248.6
High52	380.7
High52 Date	2025-08-08
High52ch	-34.71%
Low	235.7
Low52	204.6
Low52 Date	2026-06-03
Low52ch	21.46%
Ma50ch	8.7%
Premarket Change Percent	0.22
Premarket Price	$243
Price vs 200-day SMA	-4.76%
RSI	59.53
RSI Monthly	38.78
RSI Weekly	49.73
Sharpe ratio	-0.85x
Sortino ratio	-0.98
Total Return	2.36%
Tr YTD	-11.83
Tr15y	407.64%
Tr1m	4.72%
Tr1w	17.87%
Tr3m	8.71%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Earnings EPS Estimate	$3.35
Earnings EPS Estimate Growth	0.3
Earnings Revenue Estimate	1,088,821,600x
Earnings Revenue Estimate Growth	2.72x
Operating Income	$753.3M
Operating Income Growth	4.69
Operating Income Growth Q	8.77
Operating Income Growth3 Y	21.98
Operating Income Growth5 Y	18.21
Operating margin	18.42

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	25,137,895%
Float Percent	48.07%
Shares Insiders	41.07%
Shares Institutions	39.18%
Shares Out	52,289,868
Shares Qo Q	-0.01%
Shares Yo Y	-0.01%
Short Float	11.72%
Short Ratio	10.85
Short Shares	5.64

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	256,690.2x
Bv Per Share	45.01
CAPEX	$-123.4M
Ch10y	154.2
Ch15y	238.3
Ch1m	4.12
Ch1w	17.87
Ch1y	-29.71
Ch20y	400.4
Ch3m	8.09
Ch3y	13.52
Ch5y	34.61
Ch6m	-9.13
Change	2.52%
Change From Open	3.41
Close	242.4
Days Gap	-0.86
Depreciation Amortization	73,650,000
Dollar Volume	77,383,557
Earnings Date	2026-07-30
Earnings Time	amc
EBIT	$732.6M
EBITDA	$732.6M
EPS	$10.92
F Score	5
FCF	$537M
FCF EV Yield	4.21x
FCF Per Share	$10.27
Financing CF	-221,900,000
Fiscal Year End	December
Founded	1,925
Graham Number	105.16406
Graham Upside	-57.69
Income Tax	$154.8M
Investing CF	-430,294,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-07-30
Last Report Date	2026-03-31
Last Split Date	1996-05-13
Last Split Type	Forward
Last10k Filing Date	2026-02-23
Lynch Fair Value	$144
Lynch Upside	-42.05
Ma150	248.8
Ma150ch	-0.1%
Ma20	236.6
Ma20ch	5.07%
Net CF	8,237,000
Next Earnings Date	2026-10-29
Open	240.4
Optionable	Yes
P FCF Ratio	24.2
P OCF Ratio	19.68
Payment Date	2026-07-21
Position In Range	100
Post Close	248.6
Postmarket Change Percent	-0.47
Postmarket Price	$247
Ppne	579,649,000
Pre Close	242.4
Price Date	2026-07-29
Price EBITDA	$17.74
Ptbv Ratio	5.52
Relative Volume	1.21x
Revenue	4,089,770,000x
Tax By Revenue	3.78x
Tax Rate	21.32%
Tr20y	805.63%
Tr6m	-8.08%
Us State	Pennsylvania
Volume	311,340
Z Score	13.35

Erie Indemnity Company (ERIE)

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