CoverageForm 410-K10-Q8-K13D13G13F

ERIE · Erie Indemnity Co - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ERIE

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.01B-$1.07B$1.06B$989.40M-$999.89M$990.44M$880.70M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A----------
Total Operating Expenses$845.12M-$857.82M$860.92M$838.02M-$819.76M$800.23M$741.89M-
D&A----------
Operating Income$166.79M-$208.92M$199.17M$151.38M-$180.13M$190.21M$138.81M-
Interest Expense----------
Income Tax$39.85M-$49.91M$46.06M$36.33M-$41.01M$43.42M$32.75M-
Net Income$150.47M-$182.85M$174.69M$138.42M-$159.83M$163.90M$124.55M-
EPS - Basic----------
EPS - Diluted----------

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$268.62M$345.87M$568.55M$358.03M$260.38M$298.40M$221.21M$170.63M$144.87M$144.06M
Accounts Receivable$743.24M$735.59M$780.47M$769.15M$719.90M$707.06M$736.97M$708.17M$641.69M$625.34M
Inventory----------
Accounts Payable----------
Current Assets$1.16B$1.20B$1.50B$1.27B$1.12B$1.15B$1.10B$1.02B$941.77M$930.19M
Total Assets$3.38B$3.36B$3.32B$3.13B$2.97B$2.89B$2.86B$2.69B$2.56B$2.47B
Current Liabilities$899.91M$945.59M$897.57M$861.68M$812.29M$802.51M$806.93M$772.27M$727.52M$708.98M
Long-term Debt----------
Total Liabilities$1.02B$1.07B$1.02B$943.67M$900.88M$901.36M$916.19M$863.15M$829.61M$809.13M
Stockholders' Equity$2.35B$2.28B$2.31B$2.18B$2.07B$1.99B$1.95B$1.83B$1.73B$1.66B
Retained Earnings$3.55B$3.46B$3.47B$3.35B$3.24B$3.16B$3.07B$2.97B$2.87B$2.80B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$91.89M---$118.12M---$87.19M-
Investing Cash Flow($88.73M)---($97.76M)---($27.00M)-
Financing Cash Flow($80.42M)---($58.38M)---($59.38M)-
CapEx$37.41M---$29.67M---$22.45M-
Free Cash Flow$54.48M---$88.44M---$64.75M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin16.5%-19.6%18.8%15.3%-18.0%19.2%15.8%-
EBITDA margin----------
Net margin14.9%-17.1%16.5%14.0%-16.0%16.5%14.1%-
Free cash flow margin5.4%---8.9%---7.4%-
FCF / Net income0.36---0.64---0.52-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate20.9%-21.4%20.9%20.8%-20.4%20.9%20.8%-
Return on assets4.5%-5.5%5.6%4.7%-5.6%6.1%4.9%-
Return on equity6.4%-7.9%8.0%6.7%-8.2%9.0%7.2%-
Return on invested capital----------
Liquidity
Current ratio1.291.271.671.471.381.431.361.321.291.31
Quick ratio1.291.271.671.471.381.431.361.321.291.31
Cash ratio0.300.370.630.420.320.370.270.220.200.20
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage----------
Equity multiplier1.431.471.441.431.441.451.471.471.481.49
Liabilities / Assets0.300.320.310.300.300.310.320.320.320.33
Efficiency
Asset turnover0.30-0.320.340.33-0.350.370.34-
Inventory turnover----------
Days sales outstanding268d-267d265d266d-269d261d266d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)2.3%-6.7%7.0%12.3%-16.4%17.9%17.0%-
Revenue CAGR (3y)10.4%-12.9%13.4%13.8%-13.3%13.4%11.8%-
Revenue CAGR (5y)9.9%-10.3%10.0%9.9%-9.4%8.9%8.2%-
Gross profit growth (YoY)----------
Operating income growth (YoY)10.2%-16.0%4.7%9.1%-21.3%41.8%25.6%-
Net income growth (YoY)8.7%-14.4%6.6%11.1%-22.0%39.1%44.4%-
EPS growth (YoY)----------
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-38.4%---36.6%---124.1%-
FCF CAGR (5y)19.5%-------33.0%-
Book value growth (YoY)13.8%14.9%18.5%19.5%19.8%19.5%20.8%18.4%16.1%14.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$4.07B total
Management Operations$4.07B · 100.0%

Product / service

$8.18B total
Management Fee Revenue$3.21B · 39.2%
Policy Issuanceand Renewal Services$3.13B · 38.3%
Administrative Services$910.70M · 11.1%
Administrative Services Reimbursements$836.64M · 10.2%
Administrative Services Management Fee$74.06M · 0.9%
Service Agreement$24.75M · 0.3%

Peer comparison

Same SIC group: Insurance Agents, Brokers & Service

CompanyRevenue (last FY)Net marginROE
WTW$9.71B16.5%20.1%
ACT$1.24B55.7%12.8%
AJG$13.94B10.7%6.4%
MRSH$26.98B15.4%27.2%
EQH$11.66B-11.8%1864.9%

Comparing ERIE INDEMNITY CO against the 5 most active filers in the same SIC group.

Dividends

$5.66/share trailing 12 months · +7.1% YoY

Ex-datePer share
Apr 7, 2026$1.4630
Jan 6, 2026$1.4630
Oct 6, 2025$1.3650
Jul 8, 2025$1.3650
Apr 7, 2025$1.3650
Jan 7, 2025$1.3650
Oct 7, 2024$1.2750
Jul 9, 2024$1.2750
Apr 8, 2024$1.2750
Jan 5, 2024$1.2750
Oct 4, 2023$1.1900
Jul 5, 2023$1.1900
Apr 4, 2023$1.1900
Jan 4, 2023$1.1900
Oct 4, 2022$1.1100
Jul 5, 2022$1.1100
Apr 4, 2022$1.1100
Jan 4, 2022$1.1100
Oct 4, 2021$1.0350
Jul 2, 2021$1.0350
Apr 5, 2021$1.0350
Jan 4, 2021$1.0350
Dec 18, 2020$2.0000
Oct 2, 2020$0.9650