Stock Scorecard



Stock Summary for Erie Indemnity Co. - Class A (ERIE) - $221.14 as of 6/22/2026 1:45:16 PM EST

Total Score

14 out of 30

Safety Score

34 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 (34 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) 6
Operating Margin (Max of 10) 4
Trading Volume (Max of 10) 6
Price to Earnings (Max of 10) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) -10

Latest News for for ERIE

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Rare earth producer MP Materials joins J.P. Morgan Natural Resources Conference 6/16/2026 8:05:00 PM
Tencent Music, CSL among global large caps with persistent bearish Quant signals 6/10/2026 1:09:00 PM
Erie Indemnity (ERIE) CIO adds 796 deferred share credits 6/8/2026 4:30:00 PM
Erie Indemnity (ERIE) SVP Novacek adds 206.656 deferred share credits 6/8/2026 4:26:00 PM
ERIE (ERIE) EVP adds 296 incentive share credits, holds 1,297 total 6/8/2026 4:22:00 PM
Erie Indemnity (ERIE) EVP updates 3,519 deferred share credits in Form 4 6/8/2026 4:09:00 PM
A Look At Erie Indemnity (ERIE) Valuation After Recent Share Price Swings 6/6/2026 9:37:00 PM
Vorsheck (ERIE) amends Form 4 to correct $211 price on 4,000-share buy 6/5/2026 3:23:00 PM
Erie Indemnity director Vorsheck acquires $1.43m in stock By Investing.com 6/5/2026 1:37:00 PM

Financial Details for ERIE

Company Overview

Ticker ERIE
Company Name Erie Indemnity Co. - Class A
Country N/A
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 8/6/2026

Stock Price History

Last Day Price 221.14
Price 4 Years Ago 234.45
Last Day Price Updated 6/22/2026 1:45:16 PM EST
Last Day Volume 590,934
Average Daily Volume 194,951
52-Week High 374.91
52-Week Low 204.63
Last Price to 52 Week Low 8.07%

Valuation Measures

Trailing PE N/A
Industry PE 25.39
Sector PE 18.11
5-Year Average PE 43.98
Free Cash Flow Ratio 44.58
Industry Free Cash Flow Ratio 29.05
Sector Free Cash Flow Ratio 26.31
Current Ratio Most Recent Quarter 1.20
Total Cash Per Share 4.96
Book Value Per Share Most Recent Quarter 45.01
Price to Book Ratio 4.92
Industry Price to Book Ratio 4.09
Sector Price to Book Ratio 1.85
Price to Sales Ratio Twelve Trailing Months 2.83
Industry Price to Sales Ratio Twelve Trailing Months 3.25
Sector Price to Sales Ratio Twelve Trailing Months 4.12
Analyst Buy Ratings N/A
Analyst Strong Buy Ratings N/A

Share Statistics

Total Shares Outstanding 46,189,100
Market Capitalization 10,214,257,574
Institutional Ownership N/A

Dividends

Ex-Dividend Date 7/7/2026
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 2.56%
Forward Annual Dividend Rate 5.85
Forward Annual Dividend Yield 2.65%
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 51.83%

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 12.24
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 229,067,000
Total Cash Past Year 345,874,000
Total Cash Prior Year 274,838,000
Net Cash Position Most Recent Quarter 135,521,000
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 0.96
Total Stockholder Equity Past Year 2,283,374,000
Total Stockholder Equity Prior Year 1,987,258,000
Total Stockholder Equity Most Recent Quarter 2,353,521,000

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 0.31
Has Options Options Chain
Liquidity Rating None

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -5.23
MACD Signal -5.21
20-Day Bollinger Lower Band 198.24
20-Day Bollinger Middle Band 246.08
20-Day Bollinger Upper Band 293.92
Beta 0.31
RSI 40.05
50-Day SMA 290.11
150-Day SMA 341.40
200-Day SMA 311.50

System

Modified 6/22/2026 10:38:16 PM EST