Stock Fundamentals

Company Information

Company Name
Erie Indemnity Company
Sector
Financial Services
Industry
Insurance Brokers
Exchange
NASDAQ
ISIN: US29530P1021
CIK: 0000922621
CUSIP: 29530P102
Currency: USD
Full Time Employees: 6,667
Phone: 814 870 2000
Fiscal Year End: December
IPO Date: Oct 02, 1995
Description:

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.

Address:

100 Erie Insurance Place, Erie, PA, United States, 16530

Directors & Officers

Name Title Year Born
Mr. Timothy Gerard NeCastro C.I.C., CPA President & CEO 1960
Ms. Julie Marie Pelkowski CPA Executive VP & CFO 1970
Mr. Parthasarathy Srinivasa Executive VP & Chief Information Officer 1972
Mr. Brian William Bolash Esq. Executive VP, Corporate Secretary & General Counsel 1966
Mr. Douglas Edward Smith C.P.C.U., FCAS, MAAA Executive Vice President of Sales & Products 1974
Mr. Bill Matrogran Vice President of Construction Management & Operations NA
Mr. Ronald Steven Habursky C.F.A. Senior VP & Chief Investment Officer NA
Mr. Scott W. Beilharz Vice President of Capital Management & Investor Relations NA
Mr. Charles Michael Fletcher C.I.C. Senior Vice President of Sales & Marketing NA
Mr. Sean David Dugan AU, C.I.C., C.P.C.U. Executive VP of Human Resources & Corporate Services 1969

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 30, 2026 John Fetterman N/A Purchase N/A $247.99 N/A
Mar 27, 2026 John Fetterman N/A Purchase N/A $240.87 N/A
Mar 23, 2026 Ro Khanna N/A Sale N/A $245.88 N/A
Mar 10, 2026 Ro Khanna N/A Sale N/A $243.99 N/A
Feb 17, 2026 Ro Khanna N/A Purchase N/A $283.85 N/A
Feb 10, 2026 Gilbert Ray Cisneros, Jr. N/A Sale N/A $278.64 N/A
Jan 29, 2026 Ro Khanna N/A Purchase N/A $282.10 N/A
Jan 06, 2026 Ro Khanna N/A Sale N/A $285.51 N/A
Dec 19, 2025 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $283.82 N/A
Sep 29, 2025 Ro Khanna N/A Sale N/A $313.25 N/A
Jul 25, 2025 Ro Khanna N/A Purchase N/A $355.70 N/A
Aug 27, 2024 Charles Scott Hartz N/A Sale 500.00 $485.83 $242.92K
Aug 13, 2024 Charles Scott Hartz N/A Sale 500.00 $453.26 $226.63K
Feb 29, 2024 J Ralph Borneman Jr N/A Sale 10.00K $407.38 $4.07M
Aug 18, 2023 Marc Cipriani N/A Sale 2.00K $282.52 $565.04K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
PNC Financial Services Group Inc 4.91M Mar 31, 2026 9.39% $0.71 -0.03%
Vanguard Group Inc 2.92M Dec 31, 2025 5.59% $0.01 -0.84%
Vanguard Capital Management, LLC 1.63M Mar 31, 2026 3.12% $0.01 0.00%
BlackRock Inc 1.58M Mar 31, 2026 3.02% $0.01 1.41%
State Street Corp 1.38M Mar 31, 2026 2.64% $0.01 1.51%
Vanguard Portfolio Management, LLC 1.11M Mar 31, 2026 2.11% $0.01 0.00%
Amvescap Plc. 996.55K Mar 31, 2026 1.91% $0.04 21.66%
Geode Capital Management, LLC 862.02K Mar 31, 2026 1.65% $0.01 6.37%
Charles Schwab Investment Management Inc 763.99K Mar 31, 2026 1.46% $0.03 328.26%
ProShare Advisors LLC 597.97K Mar 31, 2026 1.14% $0.22 19.96%
Bank of America Corp 479.78K Mar 31, 2026 0.92% $0.01 31.67%
Morgan Stanley - Brokerage Accounts 457.76K Mar 31, 2026 0.88% $0.01 14.70%
Dimensional Fund Advisors, Inc. 225.99K Mar 31, 2026 0.43% $0.01 0.40%
Vest Financial 185.01K Mar 31, 2026 0.35% $0.56 21.05%
Caisse De Depot Et Placement Du Quebec 182.31K Mar 31, 2026 0.35% $0.07 32.50%
Northern Trust Corp 177.74K Mar 31, 2026 0.34% $0.01 -0.53%
NORGES BANK 171.99K Dec 31, 2025 0.33% $0.01 1,661.97%
Franklin Resources Inc 167.30K Mar 31, 2026 0.32% $0.01 -66.49%
Bank of New York Mellon Corp 164.58K Mar 31, 2026 0.31% $0.01 9.36%
The Goldman Sachs Group Inc 162.12K Mar 31, 2026 0.31% $0.00 -39.05%

Shares Statistics

Shares Outstanding: 46.19M
Shares Float: 25.14M
% Insiders: 4,546.10%
% Institutions: 4,450.00%
Short % Float: 10.20%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 811.68K 1.55% ▲ 0.28% Apr 30, 2026
2 Invesco S&P 500® Equal Weight ETF 692.02K 1.32% ▲ 0.19% May 29, 2026
3 Vanguard 500 Index Investor 658.55K 1.26% ▲ 1.87% Apr 30, 2026
4 ProShares S&P 500 Dividend Aristocrats 639.03K 1.22% ▼ 0.34% May 29, 2026
5 Schwab US Dividend Equity ETF™ 607.57K 1.16% ▲ 0.19% May 30, 2026
6 Vanguard Small Cap Index 585.37K 1.12% ▼ 0.21% Apr 30, 2026
7 iShares Core S&P 500 ETF 334.19K 0.64% ▲ 0.31% May 29, 2026
8 Vanguard Small Cap Growth Index Inv 328.08K 0.63% ▼ 0.08% Apr 30, 2026
9 Fidelity 500 Index 325.55K 0.62% ▲ 0.34% Apr 30, 2026
10 State Street® SPDR® S&P 500® ETF 305.24K 0.58% ▲ 0.11% May 31, 2026

Valuation Metrics

Enterprise Value: $11.66B
Trailing P/E: 20.76
Forward P/E: 26.74

Financial Highlights

Market Cap: $11.85B
EBITDA: $826.96M
P/E Ratio: $20.76
PEG Ratio: $2.67
Book Value: $45.01
Dividend/Share: $5.66
Dividend Yield: 2.50%
Earnings/Share: $10.92
Profit Margin: 13.97%
Operating Margin: 16.88%
ROA (TTM): 14.84%
ROE (TTM): 25.85%
Revenue (TTM): $4.09B
Revenue/Share (TTM): $78.21
Earnings Growth (YOY): 8.70%
Revenue Growth (YOY): 2.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.27x 0.00x 0.32x N/A 0.00x
2024-12-31 1.43x 0.00x 0.31x N/A 0.01x
2023-12-31 1.31x 0.32x 0.33x N/A 0.89x
2022-12-31 1.10x 0.21x 0.35x 187.26x 0.70x
2021-12-31 1.21x 0.07x 0.40x -69.25x -0.33x
2020-12-31 1.17x 0.08x 0.44x -364.87x -0.36x
2019-12-31 1.52x 0.10x 0.44x -248.75x -0.51x
2018-12-31 2.48x 0.10x 0.45x 151.94x 0.27x
2017-12-31 2.29x 0.35x 0.49x 256.00x 0.96x
2016-12-31 2.19x 0.29x 0.47x 3,170.22x 0.73x
2015-12-31 1.43x 0.25x 0.45x N/A 0.73x
2014-12-31 1.28x 0.00x 0.55x N/A 0.00x
2013-12-31 0.06x 0.00x 0.55x N/A 0.00x
2012-12-31 0.50x 0.00x 0.56x N/A 0.00x
2011-12-31 0.02x 0.00x 0.56x N/A 0.00x
2010-12-31 60.50x 0.00x 0.56x N/A 0.00x
2009-12-31 7.29x 0.00x 0.13x N/A 0.00x
2008-12-31 12.04x 0.00x 0.70x N/A 0.00x
2007-12-31 8.44x 0.00x 0.64x N/A 0.00x
2006-12-31 9.32x 0.00x 0.62x N/A 0.00x
2005-12-31 10.60x 0.00x 0.59x N/A 0.00x
2004-12-31 10.51x 0.00x 0.58x N/A 0.00x
2003-12-31 53.98x 0.00x 0.58x N/A 0.00x
2002-12-31 54.27x 0.00x 0.58x N/A 0.00x
2001-12-31 2.11x 0.00x 0.54x N/A 0.00x
2000-12-31 2.12x 0.00x 0.54x N/A 0.00x
1999-12-31 2.13x 0.00x 0.54x N/A 0.00x
1998-12-31 2.32x 0.00x 0.55x N/A 0.00x
1997-12-31 2.26x 0.00x 0.58x 5.32x 0.00x
1996-12-31 0.85x 0.00x 0.62x 5.89x 0.00x
1995-12-31 N/A 0.00x 0.65x N/A 0.00x
1994-12-31 N/A 0.00x 0.70x N/A 0.00x
1993-12-31 N/A 0.00x 0.74x N/A 0.00x

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