Erie Indemnity Company (ERIE)
Company Info
Highlights
$19.25B
$11.93
31.34
3.05
$3.32B
$1.70B
$525.14M
$340.76 - $542.00
$115.00
5.88%
8.55
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Erie Indemnity Company (ERIE) returned -8.67% year-to-date (YTD) and -4.57% over the past 12 months. Over the past 10 years, ERIE delivered an annualized return of 19.24%, outperforming the S&P 500 benchmark at 10.89%.
ERIE
-8.67%
-9.01%
-7.04%
-4.57%
19.54%
19.24%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of ERIE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.92% | 6.23% | -2.11% | -14.13% | 4.27% | -8.67% | |||||||
| 2024 | 3.65% | 17.65% | -1.31% | -4.40% | -5.29% | -0.01% | 22.15% | 15.21% | 6.22% | -16.66% | -1.84% | -6.43% | 24.67% |
| 2023 | -1.28% | -3.67% | -1.58% | -5.70% | -1.49% | -1.91% | 6.29% | 25.58% | 5.40% | -5.61% | 7.04% | 13.29% | 37.35% |
| 2022 | -3.89% | -4.89% | 0.59% | -8.44% | 4.66% | 14.57% | 6.42% | 5.69% | 3.43% | 16.17% | 9.88% | -11.92% | 32.03% |
| 2021 | -0.60% | -0.41% | -8.75% | -2.67% | -6.02% | -3.87% | -3.86% | -4.22% | 0.75% | 16.01% | -9.72% | 3.69% | -19.98% |
| 2020 | 0.88% | -14.16% | 3.72% | 20.84% | 1.22% | 6.47% | 10.05% | 1.58% | -1.48% | 11.25% | -3.12% | 9.75% | 52.39% |
| 2019 | 10.55% | 21.75% | 0.17% | 6.60% | 12.33% | 19.57% | -12.09% | -1.55% | -15.35% | -0.24% | -8.12% | -1.95% | 27.08% |
| 2018 | -1.84% | -2.60% | 1.70% | -0.02% | -3.22% | 3.76% | 6.72% | -0.57% | 3.24% | 2.39% | 5.52% | -2.59% | 12.55% |
| 2017 | 0.40% | 5.80% | 3.45% | 1.56% | -4.89% | 6.20% | 2.55% | -5.23% | -0.18% | 0.85% | 2.56% | -1.65% | 11.23% |
| 2016 | 0.49% | -2.19% | -1.09% | 2.30% | 3.72% | 1.47% | -0.93% | 4.44% | 0.04% | 1.04% | 4.67% | 4.93% | 20.24% |
| 2015 | -3.81% | 0.29% | 0.40% | -4.42% | -1.72% | 0.91% | 6.02% | -5.03% | 1.18% | 6.32% | 10.14% | 0.03% | 9.58% |
| 2014 | -3.18% | 3.43% | -3.89% | 3.63% | 5.69% | -0.62% | -1.88% | 4.49% | -0.09% | 11.95% | 2.78% | 4.06% | 28.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ERIE is 42, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Erie Indemnity Company (ERIE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Erie Indemnity Company provided a 1.41% dividend yield over the last twelve months, with an annual payout of $5.28 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.28 | $5.10 | $4.76 | $4.44 | $4.14 | $5.86 | $3.60 | $3.36 | $3.13 | $2.19 | $3.45 | $2.54 |
Dividend yield | 1.41% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% |
Monthly Dividends
The table displays the monthly dividend distributions for Erie Indemnity Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.37 | $0.00 | $0.00 | $1.37 | $0.00 | $2.73 | |||||||
| 2024 | $1.28 | $0.00 | $0.00 | $1.28 | $0.00 | $0.00 | $1.28 | $0.00 | $0.00 | $1.28 | $0.00 | $0.00 | $5.10 |
| 2023 | $1.19 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $4.76 |
| 2022 | $1.11 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $4.44 |
| 2021 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $4.14 |
| 2020 | $0.97 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.97 | $0.00 | $2.00 | $5.86 |
| 2019 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $3.60 |
| 2018 | $0.84 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $3.36 |
| 2017 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $3.13 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $2.19 |
| 2015 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.73 | $3.45 |
| 2014 | $0.64 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.64 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 | $2.54 |
Dividend Yield & Payout
Dividend Yield
Erie Indemnity Company has a dividend yield of 1.41%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Erie Indemnity Company has a payout ratio of 44.93%, which is quite average when compared to the overall market. This suggests that Erie Indemnity Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Erie Indemnity Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Erie Indemnity Company was 50.74%, occurring on Mar 5, 2009. Recovery took 377 trading sessions.
The current Erie Indemnity Company drawdown is 30.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.74% | Sep 19, 2007 | 368 | Mar 5, 2009 | 377 | Sep 1, 2010 | 745 |
| -49.11% | Jul 26, 2019 | 159 | Mar 12, 2020 | 209 | Jan 8, 2021 | 368 |
| -47.97% | Jul 3, 1996 | 569 | Oct 8, 1998 | 883 | Apr 18, 2002 | 1452 |
| -36.76% | Feb 10, 2021 | 308 | Apr 29, 2022 | 127 | Oct 31, 2022 | 435 |
| -35.66% | Sep 25, 2024 | 147 | Apr 28, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Erie Indemnity Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Erie Indemnity Company, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -16.8%.
Valuation
The Valuation section provides an overview of how Erie Indemnity Company is priced in the market compared to other companies in the Insurance Brokers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for ERIE, comparing it with other companies in the Insurance Brokers industry. Currently, ERIE has a P/E ratio of 31.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for ERIE compared to other companies in the Insurance Brokers industry. ERIE currently has a PEG ratio of 3.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ERIE relative to other companies in the Insurance Brokers industry. Currently, ERIE has a P/S ratio of 4.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ERIE in comparison with other companies in the Insurance Brokers industry. Currently, ERIE has a P/B value of 9.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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