Erie Indemnity Company (ERIE) Q2 2026 Earnings Call Prepared Remarks Transcript
Erie Indemnity Company (ERIE) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha7/31/2026Neutral
ERIE
Erie Indemnity CompanyNASDAQFINANCIAL SERVICESINSURANCE BROKERS
Key Statistics
Market Cap
$12.95B
P/E Ratio
23.28
EPS
$10.64
Beta
0.30
52W High
$361.15
52W Low
$203.47
50-Day MA
$236.18
200-Day MA
$256.65
Dividend Yield
2.25%
Profit Margin
14.00%
Forward P/E
26.74
PEG Ratio
2.67
About Erie Indemnity Company
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.
Fundamentals
| Revenue (TTM) | $4.12B |
| Gross Profit (TTM) | $737.54M |
| EBITDA | $834.97M |
| Operating Margin | 19.10% |
| Return on Equity | 24.80% |
| Return on Assets | 14.10% |
| Revenue/Share (TTM) | $78.78 |
| Book Value | $47.18 |
| Price-to-Book | 5.43 |
| Price-to-Sales (TTM) | 3.15 |
| EV/Revenue | 3.155 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | 3.20% |
| Quarterly Revenue Growth (YoY) | 2.80% |
| Shares Outstanding | $46.19M |
| Float | $25.14M |
| % Insiders | 45.46% |
| % Institutions | 45.96% |
Historical Volatility
HV 10-Day
29.60%
HV 20-Day
47.96%
HV 30-Day
60.09%
HV 60-Day
50.31%
HV Rank
94.8%
Volatility is currently contracting
Latest News
Erie Indemnity: A Steady Business With Limited Growth
Erie Indemnity has declined ~33% over the past year, underperforming insurance peers despite steady operational results and a unique, low-risk commission-based model. ERIE's revenue growth is capped by its 25% management fee, with premium growth slowing to ~3% and policy retention falling as premium inflation moderates. Operating margins remain stable, but incremental margin is pressured by sharply higher agent incentive compensation and slowing policy growth.
Seeking Alpha7/31/2026Positive
Erie Indemnity Reports Second Quarter 2026 Results
Net Income per Diluted Share was $3.45 for the Quarter and $6.32 for the Six Months of 2026 ERIE, Pa., July 30, 2026 /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) today announced financial results for the quarter and six months ending June 30, 2026.
PRNewsWire7/30/2026Neutral
Strength Seen in Erie Indemnity (ERIE): Can Its 7.5% Jump Turn into More Strength?
Erie Indemnity (ERIE) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Zacks Investment Research7/17/2026Positive
Erie Indemnity to host second quarter 2026 pre-recorded conference call and webcast
ERIE, Pa., July 17, 2026 /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) will host a pre-recorded audio webcast with the financial community providing financial results for the second quarter 2026 on Friday, July 31st, at 10 a.m. Eastern Time.
PRNewsWire7/17/2026Neutral
New Strong Sell Stocks for May 21st
AB, BFC and ERIE have been added to the Zacks Rank #5 (Strong Sell) List on May 21, 2026.
Zacks Investment Research5/21/2026Negative
Erie Indemnity: Quality Remains, But Growth Is Slowing
Erie Indemnity Company faces slowing premium growth, with Q1 2026 direct written premiums up only 3.6% and policy count down 1.7%. Aggressive price hikes have pressured customer retention (down to 88%) and led to a shrinking client base, challenging ERIE's commission-driven model. Shares trade at a 21.5x P/E, well above sector averages but 30% below ERIE's five-year historical premium, reflecting market doubts on future growth.
Seeking Alpha4/29/2026Negative
Erie Indemnity Company (ERIE) Q1 2026 Earnings Call Prepared Remarks Transcript
Erie Indemnity Company (ERIE) Q1 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha4/24/2026Neutral
Erie Indemnity Reports First Quarter 2026 Results
Net Income was $150.5 million, Earnings per Diluted Share was $2.88 ERIE, Pa., April 23, 2026 /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) today announced financial results for the quarter ending March 31, 2026.
PRNewsWire4/23/2026Neutral
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Data last updated: 8/18/2026