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Company Dossier · Financials

Erie Indemnity

ERIENasdaqInsurance BrokersUSLarge cap
  • S&P 500

What Erie Indemnity is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 30, 2026: $4.12 billion, up 3.8% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.55 billion, down 1.8% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to June 30, 2026: $0.14 billion, up 17% from a year earlier.SEC EDGAR filings (XBRL)
  • Latest earnings call or results release (July 31, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
  • Latest annual report (filed February 23, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net buyers in Q2 2026: $1.3 million on the open market.SEC Form 4
  • 442 institutional managers reported a position at June 30, 2026 (+39 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 6 (11 a year earlier).U.S. Department of Labor (OFLC)

What Erie Indemnity is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.

Steady · Mixed

Expanding ↔ Retrenching

Steady

RetrenchingExpanding

Confident ↔ Hedging

Mixed

HedgingConfident

Pressure

Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).

No bond term sheets or tagged debt on file for Erie Indemnity yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Erie Indemnity: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$0.55BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Erie Indemnity: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Erie Indemnity: revenue, trailing twelve months

$ billions, from SEC filings

$4.1BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Erie Indemnity: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.00BData to Dec 2016
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Erie Indemnity: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Erie Indemnity: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

3,762Data to Jun 2023
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Erie Indemnity: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.20Data to Jul 2026
ImageDataPalanor calculation
Business

Erie Indemnity: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.60Data to Jul 2026
ImageDataPalanor calculation
Business

Erie Indemnity: risk factors added per annual report

New Item 1A risk factors in each 10-K

0.00Data to Feb 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Erie Indemnity: H-1B filings certified

Labor Condition Applications by quarter received

6.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Erie Indemnity: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

$1.3MData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Erie Indemnity: institutional holders

Managers reporting a position on Form 13F, by quarter

442.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. May 21, 20268-K
  2. Apr 23, 20268-K
  3. Feb 23, 202610-K
    Annual report (10-K)0 risk factors added, 0 removed
  4. Feb 20, 20268-K
  5. Apr 24, 20258-K
  6. Feb 27, 202510-K
    Annual report (10-K)0 risk factors added, 0 removed
  7. Dec 17, 20248-K
  8. Nov 4, 20248-K
  9. Feb 26, 202410-K
    Annual report (10-K)0 risk factors added, 0 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Brown & Brown BRO$6.8B$1.4BJun 30, 2026
Willis Towers Watson WTW$9.9B$1.7BJun 30, 2026
Arthur J. Gallagher & Co. AJG$15.8B—Jun 30, 2026
Aon plc AON$17.6B$3.3BJun 30, 2026
Marsh McLennan MRSH$28.5B$4.2BSep 30, 2026
Stifel SF$4.1B$0.4BJun 30, 2026
Brookfield Asset Management BAM$4.1B—Jun 30, 2026
Euronet Worldwide EEFT$4.4B$0.3BJun 30, 2026

Identity

SEC CIK
922621
Wikidata
Q5388314

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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