Stock Scorecard



Stock Summary for Erie Indemnity Co. - Class A (ERIE) - $244.12 as of 10/22/2026 7:52:12 AM EST

Total Score

13 out of 30

Safety Score

37 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

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 (37 out of 100)

Stock Price Rating (Max of 10) 10
Historical Stock Price Rating (Max of 10) 10
Stock Price Trend (Max of 10) 7
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) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) -10

Latest News for for ERIE

Dividend reinvestment gives Erie Indemnity (ERIE)'s CEO rights to 77.342 shares. 10/22/2026 2:08:00 PM
Form 4 Erie Indemnity Company: Brian W. Bolash (EVP,Secretary,General Counsel) For: 20 October 10/22/2026 2:08:00 PM
Form 4 Erie Indemnity Company: Brian W. Bolash (EVP,Secretary,General Counsel) For: 20 October 10/22/2026 1:38:00 PM
Form 4 Erie Indemnity Company: Thomas B. Hagen (Director) For: 20 October 10/21/2026 10:38:00 PM
Form 4 Erie Indemnity Company: Jonathan Hirt Hagen (Director) For: 20 October By Investing.com 10/21/2026 6:08:00 PM
Form 4 Erie Indemnity Company: Salvatore Correnti (Director) For: 20 October 10/21/2026 5:46:00 PM
Form 4 Erie Indemnity Company: Thomas B. Hagen (Director) For: 20 October By Investing.com 10/21/2026 5:38:00 PM
Form 4 Erie Indemnity Company: Jonathan Hirt Hagen (Director) For: 20 October 10/21/2026 5:38:00 PM
Dividend reinvestment gives Erie Indemnity (ERIE) director Thomas W. Palmer rights to 95.655 shares. 10/21/2026 5:38:00 PM
Form 4 Erie Indemnity Company: Thomas B. Hagen (Director) For: 20 October 10/21/2026 5:38:00 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 6/30/2026
Next Earnings Date 10/29/2026

Stock Price History

Last Day Price 244.12
Price 4 Years Ago 231.59
Last Day Price Updated 10/22/2026 7:52:12 AM EST
Last Day Volume 133,756
Average Daily Volume 186,554
52-Week High 322.92
52-Week Low 202.12
Last Price to 52 Week Low 20.78%

Valuation Measures

Trailing PE N/A
Industry PE 22.08
Sector PE 21.38
5-Year Average PE 33.28
Free Cash Flow Ratio 39.89
Industry Free Cash Flow Ratio 28.20
Sector Free Cash Flow Ratio 50.25
Current Ratio Most Recent Quarter 1.25
Total Cash Per Share 6.12
Book Value Per Share Most Recent Quarter 47.18
Price to Book Ratio 4.97
Industry Price to Book Ratio 14.54
Sector Price to Book Ratio 2.27
Price to Sales Ratio Twelve Trailing Months 2.93
Industry Price to Sales Ratio Twelve Trailing Months 2.93
Sector Price to Sales Ratio Twelve Trailing Months 4.76
Analyst Buy Ratings N/A
Analyst Strong Buy Ratings N/A

Share Statistics

Total Shares Outstanding 46,189,100
Market Capitalization 11,275,683,092
Institutional Ownership N/A

Dividends

Ex-Dividend Date 10/5/2026
Previous Dividend Amount 1.4625
Current Dividend Amount 1.4625
Total Years Dividend Increasing 9
Trailing Annual Dividend Rate 5.85
Trailing Annual Dividend Yield 2.40%
Forward Annual Dividend Rate 5.85
Forward Annual Dividend Yield 2.40%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 1.62%
5-Year Average Dividend Yield 1.66%
1-Year Dividend Growth Rate Percentage 7.14%
3-Year Dividend Growth Rate Percentage 7.10%
5-Year Dividend Growth Rate Percentage 7.14%
All-Time Dividend Growth Rate Percentage 11.69%
Dividend Payout Ratio 53.04%

Income Statement

Quarterly Earnings Growth YOY 3.20%
Annual Earnings Growth -6.83%
Reported EPS 12 Trailing Months 11.03
Reported EPS Past Year 6.35
Reported EPS Prior Year 12.24
Net Income Twelve Trailing Months 577,001,000
Net Income Past Year 559,335,000
Net Income Prior Year 600,314,000
Quarterly Revenue Growth YOY 2.80%
5-Year Revenue Growth 9.62%
Operating Margin Twelve Trailing Months 19.10%

Balance Sheet

Total Cash Most Recent Quarter 282,902,000
Total Cash Past Year 315,685,000
Total Cash Prior Year 274,838,000
Net Cash Position Most Recent Quarter 189,356,000
Net Cash Position Past Year 221,615,000
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 2,467,106,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 553,083,000
Free Cash Flow Per Share Twelve Trailing Months 11.97
Free Cash Flow Past Year 570,965,000
Free Cash Flow Prior Year 486,404,000

Options

Put/Call Ratio 0.12
Has Options Options Chain
Liquidity Rating None

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.00
MACD Signal 0.00
20-Day Bollinger Lower Band 0.00
20-Day Bollinger Middle Band 0.00
20-Day Bollinger Upper Band 0.00
Beta 0.33
RSI 0.00
50-Day SMA 0.00
150-Day SMA 333.89
200-Day SMA 309.27

System

Modified 10/21/2026 12:07:23 AM EST