Stock Scorecard
Stock Summary for Erie Indemnity Co. - Class A (ERIE) - $231.22 as of 4/28/2026 3:42:21 PM EST
Total Score
16 out of 30
Safety Score
47 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for ERIE
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for ERIE
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for ERIE
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for ERIE
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for ERIE (47 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 10 |
| Stock Price Trend (Max of 10) | 0 |
| Book Value (Max of 10) | 8 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 4 |
| Price to Earnings (Max of 10) | 7 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for ERIE
Financial Details for ERIE
Company Overview |
|
|---|---|
| Ticker | ERIE |
| Company Name | Erie Indemnity Co. - Class A |
| Country | USA |
| Description | Erie Indemnity Company is an administrative agent for underwriters on the Erie Insurance Exchange in the United States. The company is headquartered in Erie, Pennsylvania. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | INSURANCE BROKERS |
| Most Recent Quarter | 3/31/2026 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 231.22 |
| Price 4 Years Ago | 234.45 |
| Last Day Price Updated | 4/28/2026 3:42:21 PM EST |
| Last Day Volume | 248,419 |
| Average Daily Volume | 251,186 |
| 52-Week High | 374.91 |
| 52-Week Low | 225.50 |
| Last Price to 52 Week Low | 2.54% |
Valuation Measures |
|
| Trailing PE | 21.19 |
| Industry PE | 25.54 |
| Sector PE | 18.68 |
| 5-Year Average PE | 44.64 |
| Free Cash Flow Ratio | 39.73 |
| Industry Free Cash Flow Ratio | 26.44 |
| Sector Free Cash Flow Ratio | 25.76 |
| Current Ratio Most Recent Quarter | 1.29 |
| Total Cash Per Share | 5.82 |
| Book Value Per Share Most Recent Quarter | 45.01 |
| Price to Book Ratio | 5.19 |
| Industry Price to Book Ratio | 6.77 |
| Sector Price to Book Ratio | 1.72 |
| Price to Sales Ratio Twelve Trailing Months | 2.96 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.15 |
| Sector Price to Sales Ratio Twelve Trailing Months | 5.01 |
| Analyst Buy Ratings | N/A |
| Analyst Strong Buy Ratings | N/A |
Share Statistics |
|
| Total Shares Outstanding | 46,189,100 |
| Market Capitalization | 10,679,843,702 |
| Institutional Ownership | 46.00% |
Dividends |
|
| Ex-Dividend Date | 4/7/2026 |
| Previous Dividend Amount | 1.4625 |
| Current Dividend Amount | 1.4625 |
| Total Years Dividend Increasing | 9 |
| Trailing Annual Dividend Rate | 5.66 |
| Trailing Annual Dividend Yield | 2.42% |
| Forward Annual Dividend Rate | 5.85 |
| Forward Annual Dividend Yield | 2.50% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 1.93% |
| 5-Year Average Dividend Yield | 1.64% |
| 1-Year Dividend Growth Rate Percentage | 7.14% |
| 3-Year Dividend Growth Rate Percentage | 3.51% |
| 5-Year Dividend Growth Rate Percentage | 7.14% |
| All-Time Dividend Growth Rate Percentage | 11.88% |
| Dividend Payout Ratio | 52.85% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 8.70% |
| Annual Earnings Growth | -6.83% |
| Reported EPS 12 Trailing Months | 10.91 |
| Reported EPS Past Year | 2.90 |
| Reported EPS Prior Year | 12.26 |
| Net Income Twelve Trailing Months | 571,392,000 |
| Net Income Past Year | 559,335,000 |
| Net Income Prior Year | 600,314,000 |
| Quarterly Revenue Growth YOY | 2.30% |
| 5-Year Revenue Growth | 9.62% |
| Operating Margin Twelve Trailing Months | 16.90% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 268,616,000 |
| Total Cash Past Year | 345,874,000 |
| Total Cash Prior Year | 274,838,000 |
| Net Cash Position Most Recent Quarter | 175,070,000 |
| Net Cash Position Past Year | 251,804,000 |
| Long Term Debt Past Year | 94,070,000 |
| Long Term Debt Prior Year | 94,070,000 |
| Total Debt Most Recent Quarter | 93,546,000 |
| Equity to Debt Ratio Past Year | 0.96 |
| Equity to Debt Ratio Most Recent Quarter | 0.97 |
| Total Stockholder Equity Past Year | 2,283,374,000 |
| Total Stockholder Equity Prior Year | 1,987,258,000 |
| Total Stockholder Equity Most Recent Quarter | 3,376,678,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 536,999,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 11.63 |
| Free Cash Flow Past Year | 570,965,000 |
| Free Cash Flow Prior Year | 486,404,000 |
Options |
|
| Put/Call Ratio | 43.14 |
| Has Options | Options Chain |
| Liquidity Rating | None |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -1.73 |
| MACD Signal | -1.43 |
| 20-Day Bollinger Lower Band | 226.09 |
| 20-Day Bollinger Middle Band | 262.37 |
| 20-Day Bollinger Upper Band | 298.64 |
| Beta | 0.44 |
| RSI | 39.67 |
| 50-Day SMA | 304.08 |
| 150-Day SMA | 340.87 |
| 200-Day SMA | 310.69 |
System |
|
| Modified | 4/28/2026 10:02:33 PM EST |