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Erie Indemnity Co

ERIE
285.350USD
-7.290-2.49%
Close 11/03, 16:00ETQuotes delayed by 15 min
14.92BMarket Cap
23.03P/E TTM

Erie Indemnity Co

285.350
-7.290-2.49%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Erie Indemnity Co

Currency: USD Updated: 2025-11-03

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Strong Buy. Despite a weak stock market performance, the company shows strong technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Erie Indemnity Co's Score

Industry at a Glance

Industry Ranking
43 / 119
Overall Ranking
197 / 4617
Industry
Insurance

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 1 analysts
Strong Buy
Current Rating
0.000
Target Price
0.00%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Erie Indemnity Co Highlights

StrengthsRisks
Erie Indemnity Company serves as the attorney-in-fact for the subscribers at the Erie Insurance Exchange (Exchange). The Exchange is a reciprocal insurer that writes property and casualty insurance. The Exchange has wholly owned property and casualty subsidiaries, including Erie Insurance Company, Erie Insurance Company of New York, Erie Insurance Property & Casualty Company, and Flagship City Insurance Company. The Exchange also has a wholly owned life insurance company, Erie Family Life Insurance Company (EFL). Its primary function as attorney-in-fact is to perform policy issuance and renewal services on behalf of the subscribers at the Exchange. It also acts as attorney-in-fact on behalf of the subscribers at the Exchange with respect to all claims handling and investment management services, as well as the service provider for all claims handling, life insurance and investment management services for the Exchange's insurance subsidiaries (collectively, administrative services).
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 33.62% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 3.80B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 40.26%.
Undervalued
The company’s latest PE is 23.03, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 18.72M shares, decreasing 9.98% quarter-over-quarter.
Held by Invesco
Star Investor Invesco holds 613.02K shares of this stock.

Financial Health

Currency: USD Updated: 2025-11-03

The company's current financial score is 5.15, which is lower than the Insurance industry's average of 6.51. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 1.07B, representing a year-over-year increase of 6.69%, while its net profit experienced a year-over-year increase of 14.40%.

Score

Industry at a Glance

Previous score
5.15
Change
0

Financials

6.02

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data

Quality of Earnings

4.96

Operational Efficiency

5.32

Growth Potential

4.00

Shareholder Returns

5.46

Erie Indemnity Co's Company Valuation

Currency: USD Updated: 2025-11-03

The company’s current valuation score is 7.09, which is lower than the Insurance industry's average of 7.37. Its current P/E ratio is 23.03, which is 133.26% below the recent high of 53.71 and 0.00% above the recent low of 23.03.

Score

Industry at a Glance

Previous score
7.09
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 43/119
No Data

Earnings Forecast

Currency: USD Updated: 2025-11-03

The company’s current earnings forecast score is 10.00, which is higher than the Insurance industry's average of 7.32.

Score

Industry at a Glance

Previous score
10.00
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 1 analysts
Strong Buy
Current Rating
0.000
Target Price
0.00%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

58
Total
5
Median
6
Average
Company name
Ratings
Analysts
Erie Indemnity Co
ERIE
1
Travelers Companies Inc
TRV
26
Progressive Corp
PGR
25
Allstate Corp
ALL
23
American International Group Inc
AIG
20
Arch Capital Group Ltd
ACGL
19
1
2
3
...
12

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-11-03

The company’s current price momentum score is 6.59, which is lower than the Insurance industry's average of 6.94. Sideways: Currently, the stock price is trading between the resistance level at 316.59 and the support level at 268.06, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.97
Change
-0.38

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(3)
Neutral(1)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-6.104
Sell
RSI(14)
31.634
Neutral
STOCH(KDJ)(9,3,3)
16.969
Sell
ATR(14)
10.631
High Vlolatility
CCI(14)
-210.704
Oversold
Williams %R
93.117
Oversold
TRIX(12,20)
-0.141
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
301.968
Sell
MA10
313.880
Sell
MA20
316.735
Sell
MA50
323.844
Sell
MA100
339.022
Sell
MA200
365.817
Sell

Institutional Confidence

Currency: USD Updated: 2025-11-03

The company’s current institutional recognition score is 3.00, which is lower than the Insurance industry's average of 6.79. The latest institutional shareholding proportion is 40.53%, representing a quarter-over-quarter decrease of 54.65%. The largest institutional shareholder is The Vanguard, holding a total of 2.94M shares, representing 6.37% of shares outstanding, with 0.01% decrease in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
Hagen Family LP
16.76M
--
PNC Investments LLC
4.91M
-0.00%
Vorsheck (Elizabeth A)
3.96M
--
The Vanguard Group, Inc.
Star Investors
2.94M
+0.28%
State Street Investment Management (US)
1.38M
-3.63%
BlackRock Institutional Trust Company, N.A.
1.14M
-1.01%
Geode Capital Management, L.L.C.
750.95K
-1.60%
Franklin Advisers, Inc.
690.73K
-2.26%
Invesco Capital Management LLC
Star Investors
613.02K
+35.64%
ProShare Advisors LLC
393.30K
-11.42%
1
2

Risk Assessment

Currency: USD Updated: 2025-11-03

The company’s current risk assessment score is 8.73, which is higher than the Insurance industry's average of 6.81. The company's beta value is 0.33. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
8.73
Change
0
Beta vs S&P 500 index
0.33
VaR
+2.61%
240-Day Maximum Drawdown
+36.67%
240-Day Volatility
+31.94%

Return

Best Daily Return
60 days
+2.99%
120 days
+3.36%
5 years
+16.99%
Worst Daily Return
60 days
-5.77%
120 days
-5.77%
5 years
-11.47%
Sharpe Ratio
60 days
-2.65
120 days
-1.54
5 years
+0.34

Risk Assessment

Maximum Drawdown
240 days
+36.67%
3 years
+47.63%
5 years
+47.63%
Return-to-Drawdown Ratio
240 days
-0.81
3 years
+0.04
5 years
+0.08
Skewness
240 days
-1.02
3 years
+0.53
5 years
+0.26

Volatility

Realised Volatility
240 days
+31.94%
5 years
+27.62%
Standardised True Range
240 days
+3.63%
5 years
+2.50%
Downside Risk-Adjusted Return
120 days
-194.62%
240 days
-194.62%
Maximum Daily Upside Volatility
60 days
+17.83%
Maximum Daily Downside Volatility
60 days
+28.01%

Liquidity

Average Turnover Rate
60 days
+0.28%
120 days
+0.27%
5 years
--
Turnover Deviation
20 days
-0.30%
60 days
+9.01%
120 days
+7.36%

Peer Comparison

Insurance
Erie Indemnity Co
Erie Indemnity Co
ERIE
6.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Essent Group Ltd
Essent Group Ltd
ESNT
8.95 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Hci Group Inc
Hci Group Inc
HCI
8.71 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Renaissancere Holdings Ltd
Renaissancere Holdings Ltd
RNR
8.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Assured Guaranty Ltd
Assured Guaranty Ltd
AGO
8.31 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Arch Capital Group Ltd
Arch Capital Group Ltd
ACGL
8.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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