ERIEfinancial servicesnasdaqgsupdated 10:57:09 PM

ERErie Indemnity

Erie Indemnity (ERIE) is a financial services company operating in insurance—property & casualty. Rate cycles, credit quality, and capital returns usually drive relative performance. Follow price action, market risk, and comparative valuation signals to support portfolio decisions.

Price

$239.05

-2.19% today

Risk

High

32.1% vol · 30d

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01Market

Where it trades today

Market cap

$12.50B

Price / earnings

21.7x

Beta

0.30

swings less than the market

Dividend yield

2.39%

Volume

546.2K

avg 279.2K

50-day average

$246.05

200-day average

$252.41

30-day trend

bearish

52-week range27.7% below the high
low $204.63$239.05high $330.54

trading 27% of the way up its 52-week range

02Price

How the price has moved

30-day price-6.97%
30 days ago$256.95 → $239.05today
1-year performance-24.8%
$237$272$306SepOctNovDecJanFebMarAprMayJunJulAug
ERIE · 52 weeks$317.99 → $239.05
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
  • ERIE trades at 21.7x earnings, well above the financial services average of 12.5x, so the market is already pricing in above-consensus execution.
  • Recent realized volatility is running around 32.1%, above the sector norm of 24.0%, so position sizing matters more than usual.
  • ERIE remains in a bearish short-term trend and sits 27.7% below its high, which raises the bar for any thesis that depends on fast multiple expansion.

Portfolio Use Case

  • ERIE is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
  • The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
  • The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in ERIE.
  • A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
  • Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for ERIE come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as JPM, BAC, WFC.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for ERIE. Last refresh: Sep 18, 2026, 10:57 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as JPM, BAC, WFC.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/18/2026, 10:57:09 PM. Built for research and portfolio monitoring, not personalized investment advice.
04About

What Erie Indemnity does

profile

Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.

Employees

6,667

Industry

Insurance Brokers

Headquarters

Erie, United States

05Financial Strength

How the business is doing

ERIE generated $4.12B in trailing revenue (2.8% year over year), with a 14.0% net margin, and $481.21M of free cash flow, supported by $241.85M of net cash.

Revenue (TTM)

$4.12B

Net margin

14.0%

Revenue growth

2.8%

Free cash flow

$481.21M

Gross margin

17.9%

Operating margin

19.1%

Return on equity

24.8%

Total cash

$305.01M

Total debt

$63.16M

Earnings growth

3.2%

06Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$4.15B$559.34M$12.01$570.97M
2024$3.86B$600.31M$12.89$486.40M
2023$3.31B$446.06M$9.58$288.56M
2022$2.85B$298.57M$6.41$298.95M
Company filings via Yahoo Finance. Refreshed 9/18/2026.
07Next Earnings

When it reports next

Next report

Oct 29, 2026

EPS estimate

$3.41

Revenue estimate

$1.09B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

08Sector

How it sits in financial services

Sector covering banks, insurance, asset management, and fintech companies.

versus the sectorERIE vs average
metricERIEsectorverdict
price / earnings21.7x12.5x↑ 74%
beta0.301.10less volatile
dividend yield2.39%2.50%below average
30-day volatility32.1%24%higher risk
09Peers

The companies it competes with

ERIE beside the financial services names it is usually measured against.

competitors4 companies
companypricemarket cap
ERERIE$239.05$12.50B
JPMorgan Chase & Co. logoJPM$349.67$929.49BBank of America logoBAC$57.73$403.69BWFWFC$86.12$260.43B
Any row opens that company's own analysis.
10Technicals

What the chart is saying

technicals30-day window

Erie Indemnity trades at $239.05, 27.7% below its 52-week high. With a beta of 0.30, it shows less sensitivity to what the wider market does.

rsi (14)neutral
30-day trendbearish
volume0.5Mabove average
11Questions

Questions people ask about it

questions4 answered

Is ERIE a good buy right now?

Erie Indemnity trades at 21.7x earnings. This is near market average. Current risk level is High based on 32.1% volatility.

Does ERIE pay dividends?

Yes, Erie Indemnity offers a dividend yield of 2.39%. That is roughly $5.71 per share a year.

How volatile is ERIE?

With 30-day annualized volatility of 32.1% and beta of 0.30, ERIE is classified as High risk. The stock tends to be more stable than the market average.

How much revenue does ERIE generate?

Erie Indemnity reported $4.12B in trailing twelve-month revenue. Revenue growth is running at 2.8% year over year. Net margin sits at 14.0%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.