Erie Indemnity's top-line momentum has faded sharply, with revenue growth falling from 17.9% in 2024Q2 to roughly 0.2% in 2026Q3, suggesting the growth phase that supported its valuation has largely stalled.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated from 17.9% in 2024Q2 to roughly 0.2% in 2026Q3 while the combined ratio hovered between 80.3% and 83.6%, suggesting underwriting margins are positive but have narrowed.
Erie Indemnity has reported a return to profitability, with improved net income and operating income in recent quarters. This improvement is attributed to more typical weather patterns and a more balanced operating environment, leading to a better combined ratio.
The company is actively advancing its core technology systems, moving them onto newer platforms. These efforts are seen as significant changes that will improve operational efficiency and the company's ability to respond to customer needs.
Some analyses suggest that ERIE stock may be undervalued. One valuation model indicates the stock is approximately 12.9% undervalued, with an estimated intrinsic value of around $264.13 per share, compared to a recent share price around $229.93.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $3.48+2.1% vs $3.41 | $1.1B-12.5% vs $1.2B |
Q3 2026 Jul 30, 2026 | $3.45+3.0% vs $3.35 | $1.1B+0.1% vs $1.1B |
Q2 2026 Apr 23, 2026 | $2.88-5.9% vs $3.06 | $1.0B-7.0% vs $1.1B |
Q1 2026 Feb 23, 2026 | -$0.33-120.8% vs $1.59 | $951M-2.5% vs $976M |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies that changed their dividends. Companies with upcoming ex-dividend dates.
On October 15, 2026, Erie Indemnity Co (ERIE) shares rose 3.7%, closing at $238.69. The stock has experienced significant volatility, trading between a 52-week
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.
On September 14, 2026, Erie Indemnity Co (ERIE) shares rose 3.6%, closing at $253.85. This price performance comes amid a 52-week range between $204.63 and $341
Benchmark ERIE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Erie Indemnity Company (ERIE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $273.07 | $12.61B | 24.79 | 7.17% | 13.97% | 23.86% | 1.77% | |
| $227.77 | $132.61B | 11.41 | 16.32% | 12.67% | 35.44% | 2.14% | |
| $254.81 | $65.59B | 5.59 | 4.64% | 16.76% | 36.34% | 1.54% | |
| $395.20 | $82.43B | 9.99 | 5.17% | 17.03% | 26.24% | 1.09% | |
| $133.99 | $36.73B | 8.22 | 7.1% | 15.88% | 24.13% | 1.54% | |
| $47.32 | $12.8B | 11.27 | 5.1% | 7.57% | 10.41% | 8.13% |
Erie Indemnity Company (ERIE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Erie Indemnity Company (ERIE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 30, 2026·SEC
May 21, 2026·SEC
Feb 23, 2026·SEC
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Erie Indemnity Company (ERIE) stock FAQ — growth, dividends, profitability & financials explained
Erie Indemnity Company (ERIE) grew revenue by 2.0% over the trailing twelve months, compared with the twelve months before.
Yes. Erie Indemnity Company (ERIE) earned $576.1M in net income over the trailing twelve months (a 14.0% net margin).
Yes. Erie Indemnity Company (ERIE) pays a dividend that yields 1.77% at the current price, a moderate yield.
Erie Indemnity Company (ERIE) had a return on equity (ROE) of 23.9% over the trailing twelve months. That is well above the market's typical 10-15%.
Erie Indemnity Company (ERIE) has a combined ratio of 82.3%. A ratio below 100% indicates underwriting profitability.
