ERIE

Erie Indemnity Company ( ERIE ) Q3 2026 Earnings Call October 29, 2026 8:00 PM EDT Company Participants Scott Beilharz - Vice President of Capital Management & Investor Relations Timothy NeCastro - President & CEO Julie Pelkowski - Executive VP & CFO Presentation Operator Good morning, and welcome to the Erie Indemnity Company Third Quarter 2026 Earnings Conference Call. This call was prerecorded, and there will be no question-and-answer session following the recording.

Dividend Aristocrats underperformed SPY in September but rebounded sharply in October, narrowing the YTD gap. NOBL and the average Aristocrat have YTD returns of 13.13% and 13.35%, trailing SPY's 14.15%. Dividend growth among Aristocrats accelerated, with the 2026 average increase now at 4.55%, bolstered by recent double-digit hikes.

ERIE, Pa., Oct. 12, 2026 /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) will host a pre-recorded audio webcast with the financial community providing financial results for the third quarter 2026 on Friday, October 30th, at 10 a.m. Eastern Time.

Erie Indemnity (ERIE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Financial stocks are the first to crack when markets panic, yet a handful of them kept handing investors bigger checks through both the 2008 meltdown and the 2020 shock.

Erie Indemnity Company (ERIE) Q2 2026 Earnings Call Prepared Remarks Transcript

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.

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.

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.

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.