ERIE Class A Erie Indemnity Company - Class A Common Stock
NASDAQ · Insurance · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$221.09
· of 52w range
· above low
· to high
$204.6352w low
$330.5452w high
Revenue
$4.07B
your badges
52W Range
$205–$331
Analyst Rating
STRONG BUY
Price Target
·
P/E
·
ROE
25.0%
Net Profit Margin
14.0%
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ERIE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$221.09
Revenue
$4.07B
ROE
25.0%
52W Range
$205–$331
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| May 13, 1996 | 3-for-1 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$4.07B2016-12-31 → 2025-12-31
Free Cash Flow$571M2018-12-31 → 2025-12-31
Net margin14.0%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ERIE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 17.9%5Y avg ≈15.3% | ≈15.3% | 16.7% | In line | |
| EBITDA Margin | 19.3%5Y avg ≈16.9% | ≈16.9% | 14.4% | Top tier | |
| Pretax Margin (TTM) | 17.8%5Y avg ≈16.4% | ≈16.4% | 17.1% | Top tier | |
| Net Profit Margin (TTM) | 14.0%5Y avg ≈13.0% | ≈13.0% | 12.9% | Top tier | |
| ROA | 17.9%5Y avg ≈17.2% | ≈17.2% | 3.2% | Top tier | |
| ROE | 25.0%5Y avg ≈25.3% | ≈25.3% | 18.1% | Top tier | |
| ROIC | 24.7%5Y avg ≈22.9% | ≈22.9% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ERIE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.25Y avg ≈1.3 | ≈1.3 | · | · | |
| Quick Ratio | 0.85Y avg ≈0.8 | ≈0.8 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ERIE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.2%5Y avg ≈10.0% | ≈10.0% | · | · | |
| Revenue CAGR 3Y | 12.7%5Y avg ≈11.5% | ≈11.5% | · | · | |
| Revenue CAGR 5Y | 9.9% | · | · | · | |
| Net Income YoY | -6.8%5Y avg ≈15.8% | ≈15.8% | · | · | |
| Net Income CAGR 3Y | 23.3%5Y avg ≈21.5% | ≈21.5% | · | · | |
| Net Income CAGR 5Y | 13.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ERIE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.35Y avg ≈1.3 | ≈1.3 | 0.3 | Top tier | |
| Receivables Turnover | 5.65Y avg ≈5.6 | ≈5.6 | · | · | |
| Revenue / Employee | ≈$610.1K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio45.5%
Annualized Payout≈$5.85
5Y Div CAGR≈7.2%
Growth Streak≈28
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 7, 2026 | $1.46 | USD | ≈2.2% |
| Apr 7, 2026 | $1.46 | USD | ≈2.3% |
| Jan 6, 2026 | $1.46 | USD | ≈1.9% |
| Oct 6, 2025 | $1.37 | USD | ≈1.7% |
| Jul 8, 2025 | $1.37 | USD | ≈1.6% |
| Apr 7, 2025 | $1.37 | USD | ≈1.4% |
| Jan 7, 2025 | $1.37 | USD | ≈1.3% |
| Oct 7, 2024 | $1.28 | USD | ≈0.98% |
| Jul 9, 2024 | $1.28 | USD | ≈1.4% |
| Apr 8, 2024 | $1.28 | USD | ≈1.2% |
| Jan 5, 2024 | $1.28 | USD | ≈1.5% |
| Oct 4, 2023 | $1.19 | USD | ≈1.6% |
| Jul 5, 2023 | $1.19 | USD | ≈2.3% |
| Apr 4, 2023 | $1.19 | USD | ≈2.0% |
| Jan 4, 2023 | $1.19 | USD | ≈1.9% |
| Oct 4, 2022 | $1.11 | USD | ≈1.9% |
| Jul 5, 2022 | $1.11 | USD | ≈2.3% |
| Apr 4, 2022 | $1.11 | USD | ≈2.4% |
| Jan 4, 2022 | $1.11 | USD | ≈2.2% |
| Oct 4, 2021 | $1.04 | USD | ≈3.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-8.8%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $3.45 | $3.44 | 0.19% | |
| March 31, 2026 | $2.88 | $3.12 | -7.7% | |
| Dec. 31, 2025 | $1.21 | $1.62 | -25.4% | |
| Sept. 30, 2025 | $3.50 | $3.44 | 1.8% | |
| June 30, 2025 | $3.34 | $3.54 | -5.8% | |
| March 31, 2025 | $2.65 | $3.16 | -16.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.07B | $3.80B | $3.27B | $2.84B | $2.63B | $2.54B | $2.48B | $2.38B | $1.69B | $1.60B | $1.51B | $1.41B | |
| Operating Expenses | $3.35B | $3.12B | $2.75B | $2.46B | $2.32B | $2.20B | $2.12B | $2.04B | $1.40B | $1.30B | $1.27B | $1.18B | |
| Operating Income | $717M | $676M | $520M | $376M | $318M | $338M | $357M | $344M | $290M | $294M | $233M | $223M | |
| Interest Expense | · | · | $0 | $2M | $4M | $731.0K | $856.0K | $2M | $1M | $101.0K | · | · | |
| Interest Income | · | · | · | · | · | · | $34M | $31M | $26M | $22M | $19M | $17M | |
| Other Non-op | $9M | $12M | $13M | $2M | $-5M | $-2M | $255.0K | $4M | $-2M | $-1M | · | · | |
| Pretax Income | $711M | $757M | $562M | $376M | $376M | $369M | $397M | $371M | $316M | $320M | $266M | $251M | |
| Income Tax | $151M | $157M | $116M | $78M | $79M | $75M | $80M | $83M | $119M | $110M | $92M | $84M | |
| Net Income | $559M | $600M | $446M | $299M | $298M | $293M | $317M | $288M | $197M | $210M | $175M | $168M | |
| EBITDA | $787M | $733M | $568M | $422M | $355M | $359M | $374M | $358M | $303M | $307M | $249M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $266M | $216M | $189M | $183M | $92M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $71M | $56M | $62M | $63M | |
| Receivables | $736M | $707M | $625M | $525M | $479M | $495M | $469M | · | · | · | · | · | |
| Prepaid Expense | $66M | $84M | $69M | $79M | $56M | $53M | $45M | $37M | $35M | $30M | $25M | $26M | |
| Current Assets | $1.20B | $1.15B | $930M | $779M | $764M | $732M | $891M | $1.17B | $802M | $666M | $635M | $533M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | $47M | $43M | |
| Other Non-current Assets | $48M | $43M | $43M | $43M | $49M | $40M | $63M | $62M | $29M | $20M | $21M | $22M | |
| Total Assets | $3.36B | $2.89B | $2.47B | $2.24B | $2.24B | $2.12B | $2.02B | $1.78B | $1.67B | $1.55B | $1.41B | $1.32B | |
| Accounts Payable | $201M | $190M | $176M | $166M | $138M | $151M | $135M | $111M | $105M | $88M | $89M | $36M | |
| Short-term Debt | · | · | · | · | $0 | · | · | · | · | · | · | · | |
| Current Liabilities | $946M | $803M | $709M | $665M | $631M | $628M | $588M | $547M | $510M | $470M | $446M | $400M | |
| Capital Leases | · | · | · | · | · | · | · | $0 | · | · | · | · | |
| Deferred Tax | $25M | $6M | $11M | $14M | $0 | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $23M | $23M | $22M | $29M | $14M | $9M | $22M | $12M | $2M | $2M | $2M | $1M | |
| Total Liabilities | $1.07B | $901M | $809M | $791M | $900M | $929M | $883M | $805M | $809M | $732M | $638M | $616M | |
| Long-term Debt | · | · | · | $0 | $94M | $96M | $98M | $100M | $75M | · | · | · | |
| Total Debt | · | · | · | $0 | $94M | $96M | $98M | $100M | $75M | $25M | · | · | |
| Retained Earnings | $3.46B | $3.16B | $2.80B | $2.58B | $2.50B | $2.39B | $2.38B | $2.23B | $2.14B | $2.07B | $1.99B | $1.95B | |
| Treasury Stock | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.16B | $1.16B | $1.16B | $1.16B | $1.16B | $1.16B | $1.15B | |
| AOCI | $-52M | $-48M | $-13M | $-7M | $-25M | $-78M | $-117M | $-130M | $-156M | $-121M | $-97M | $-118M | |
| Stockholders' Equity | $2.28B | $1.99B | $1.66B | $1.45B | $1.34B | $1.19B | $1.13B | $974M | $857M | $817M | $770M | $703M | |
| Liabilities + Equity | $3.36B | $2.89B | $2.47B | $2.24B | $2.24B | $2.12B | $2.02B | $1.78B | $1.67B | $1.55B | $1.41B | $1.32B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $70M | $56M | $47M | $46M | $37M | $21M | $17M | $13M | $15M | $15M | $16M | $16M | |
| Deferred Tax | · | $4M | $-1M | $9M | $-2M | $-5M | $3M | $-1M | $27M | $-2.0K | $-15M | $-3M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $9M | $7M | |
| Other Non-cash | $58M | $-50M | $-111M | $12M | $70M | $33M | $28M | $-37M | $-42M | $29M | $41M | · | |
| Operating Cash Flow | $687M | $611M | $381M | $366M | $403M | $343M | $365M | $264M | $197M | $254M | $217M | $186M | |
| CapEx | $116M | $125M | $93M | $67M | $149M | $56M | $102M | $56M | $29M | $25M | · | · | |
| Investing Cash Flow | $-439M | $-227M | $-158M | $-107M | $-185M | $-243M | $-125M | $-81M | $-75M | $-137M | $622.0K | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | $0 | $0 | $20M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $0 | $0 | $-20M | |
| Dividends Paid | $254M | $238M | $222M | $207M | $193M | $273M | $168M | $156M | $146M | $136M | $127M | $119M | |
| Financing Cash Flow | $-200M | $-230M | $-222M | $-301M | $-195M | $-275M | $-170M | $-131M | $-96M | $-111M | $-127M | · | |
| Net Change in Cash | $47M | $154M | $2M | $-42M | $22M | $-175M | $70M | $51M | $27M | $6M | $91M | · | |
| Taxes Paid | $104M | $160M | $104M | $81M | $84M | $83M | $73M | $59M | $106M | $105M | $106M | $95M | |
| Free Cash Flow | $571M | $486M | $289M | $299M | $254M | $287M | $262M | $207M | · | · | · | · | |
| Levered FCF | · | · | $289M | $297M | $251M | $286M | $262M | $205M | · | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 17.6% | 17.8% | 15.9% | 13.2% | 12.1% | 13.3% | 14.4% | 14.4% | 17.1% | 18.3% | 15.4% | · | |
| Net Margin | 13.8% | 15.8% | 13.7% | 10.5% | 11.3% | 11.6% | 12.8% | 12.1% | 11.6% | 13.2% | 11.6% | 2.7% | |
| Pretax Margin | 17.5% | 20.0% | 17.2% | 13.2% | 14.3% | 14.5% | 16.0% | 15.6% | 18.7% | 20.1% | 17.7% | 13.6% | |
| EBITDA Margin | 19.3% | 19.3% | 17.4% | 14.9% | 13.5% | 14.2% | 15.1% | 15.0% | 17.9% | 19.3% | 16.5% | · | |
| ROA | 17.9% | 22.4% | 18.9% | 13.3% | 13.7% | 14.2% | 16.7% | 16.7% | 12.3% | 14.2% | 12.8% | 0.98% | |
| ROE | 25.0% | 30.5% | 27.2% | 21.3% | 22.7% | 24.1% | 28.1% | 30.4% | 23.5% | 26.5% | 23.7% | 23.4% | |
| ROIC | 24.7% | 27.0% | 24.8% | 20.6% | 17.5% | 21.0% | 23.2% | 24.9% | 19.3% | 22.8% | 19.8% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | 1.3 | 1.2 | 1.2 | 1.2 | 1.5 | 2.1 | 1.6 | 1.4 | 1.4 | · | |
| Quick Ratio | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 | · | 0.5 | 0.6 | 0.5 | 0.5 | · | |
| Debt / Equity | · | · | · | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | · | · | |
| Interest Coverage | · | · | · | 187.3 | 77.0 | 462.6 | 417.5 | 140.0 | 232.9 | 2894.7 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.4 | 1.4 | 1.3 | 1.2 | 1.2 | 1.3 | 1.4 | 1.1 | 1.1 | 1.1 | 0.4 | |
| Receivables Turnover | 5.6 | 5.7 | 5.7 | 5.7 | 5.4 | 5.3 | · | · | · | · | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.2% | 16.1% | 15.1% | 7.8% | 3.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.7% | 13.0% | 8.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -6.8% | 34.6% | 49.4% | 0.24% | 1.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 23.3% | 26.3% | 15.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -1.4% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.07B | $3.80B | $3.27B | $2.84B | $2.63B | $2.54B | $2.48B | $2.38B | $1.69B | $1.60B | $1.51B | $1.41B | |
| Net Income TTM | $559M | $600M | $446M | $299M | $298M | $293M | $317M | $288M | $197M | $210M | $175M | $168M | |
| Payout Ratio | 45.5% | 39.6% | 49.7% | 69.2% | 64.7% | 93.0% | 52.9% | 54.3% | 74.0% | 64.6% | 72.6% | 70.8% | |
| Annual Payout | $254M | $238M | $222M | $207M | $193M | $273M | $168M | $156M | $146M | $136M | $127M | $119M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.09B | $1.01B | $951M | $1.07B | $1.06B | $989M | $924M | $1000M | $990M | $881M | $859M | $840M | $752M | $741M | $726M | $672M | |
| Operating Expenses | $886M | $845M | $793M | $858M | $861M | $838M | $757M | $820M | $800M | $742M | $710M | $706M | $642M | $635M | $622M | $588M | |
| Operating Income | $204M | $167M | $158M | $209M | $199M | $151M | $167M | $180M | $190M | $139M | $148M | $134M | $111M | $106M | $104M | $84M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $115.0K | $895.0K | $999.0K | |
| Other Non-op | $1M | $1M | $464.0K | $2M | $2M | $4M | $4M | $1M | $3M | $3M | $3M | $3M | $3M | $562.0K | $337.0K | $473.0K | |
| Pretax Income | $228M | $190M | $82M | $233M | $221M | $175M | $192M | $201M | $207M | $157M | $164M | $149M | $109M | $106M | $101M | $87M | |
| Income Tax | $48M | $40M | $19M | $50M | $46M | $36M | $40M | $41M | $43M | $33M | $33M | $31M | $23M | $22M | $21M | $18M | |
| Net Income | $180M | $150M | $63M | $183M | $175M | $138M | $152M | $160M | $164M | $125M | $131M | $118M | $86M | $84M | $80M | $69M | |
| EBITDA | $204M | $167M | · | $209M | $199M | $151M | · | $180M | $190M | $139M | $148M | $134M | $111M | $106M | $104M | $84M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $753M | $743M | $736M | $780M | $769M | $720M | $707M | $737M | $708M | $642M | $621M | $591M | $533M | $544M | $538M | $479M | |
| Prepaid Expense | $93M | $80M | $66M | $74M | $71M | $78M | $84M | $80M | $84M | $69M | $71M | $66M | $63M | $49M | $51M | $79M | |
| Current Assets | $1.21B | $1.16B | $1.20B | $1.50B | $1.27B | $1.12B | $1.15B | $1.10B | $1.02B | $942M | $874M | $873M | $784M | $724M | $743M | $751M | |
| Other Non-current Assets | $49M | $49M | $48M | $46M | $47M | $48M | $43M | $48M | $48M | $49M | $36M | $35M | $32M | $45M | $48M | $50M | |
| Total Assets | $3.56B | $3.38B | $3.36B | $3.32B | $3.13B | $2.97B | $2.89B | $2.86B | $2.69B | $2.56B | $2.39B | $2.33B | $2.22B | $2.18B | $2.18B | $2.22B | |
| Accounts Payable | $206M | $229M | $201M | $200M | $193M | $211M | $190M | $195M | $199M | $213M | $166M | $165M | $168M | $149M | $142M | $186M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $40M | · | |
| Current Liabilities | $968M | $900M | $946M | $898M | $862M | $812M | $803M | $807M | $772M | $728M | $681M | $652M | $612M | $634M | $637M | $601M | |
| Deferred Tax | $19M | $20M | $25M | $20M | $476.0K | $4M | $6M | $13M | $5M | $7M | $11M | $16M | $16M | · | · | · | |
| Other Non-current Liabilities | $24M | $22M | $23M | $23M | $14M | $14M | $23M | $23M | $22M | $28M | $25M | $25M | $25M | $26M | $27M | $27M | |
| Total Liabilities | $1.09B | $1.02B | $1.07B | $1.02B | $944M | $901M | $901M | $916M | $863M | $830M | $783M | $781M | $737M | $821M | $841M | $890M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $93M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $40M | $93M | |
| Retained Earnings | $3.66B | $3.55B | $3.46B | $3.47B | $3.35B | $3.24B | $3.16B | $3.07B | $2.97B | $2.87B | $2.75B | $2.68B | $2.61B | $2.57B | $2.54B | $2.51B | |
| Treasury Stock | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | $1.17B | |
| AOCI | $-63M | $-64M | $-52M | $-31M | $-36M | $-42M | $-48M | $2M | $-17M | $-15M | $-13M | $-4M | $338.0K | $-89M | $-74M | $-50M | |
| Stockholders' Equity | $2.47B | $2.35B | $2.28B | $2.31B | $2.18B | $2.07B | $1.99B | $1.95B | $1.83B | $1.73B | $1.61B | $1.54B | $1.49B | $1.36B | $1.34B | $1.33B | |
| Liabilities + Equity | $3.56B | $3.38B | $3.36B | $3.32B | $3.13B | $2.97B | $2.89B | $2.86B | $2.69B | $2.56B | $2.39B | $2.33B | $2.22B | $2.18B | $2.18B | $2.22B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $215M | $92M | $172M | $219M | $178M | $118M | $193M | $199M | $131M | $87M | $53M | $132M | $48M | $132M | $83M | $24M | |
| CapEx | $42M | $37M | $31M | $35M | $20M | $30M | $47M | $28M | $28M | $22M | $27M | $26M | $19M | $23M | $13M | $15M | |
| Investing Cash Flow | $-146M | $-89M | $-338M | $36M | $-39M | $-98M | $-57M | $-91M | $-53M | $-27M | $-37M | $-56M | $-12M | $-33M | $-28M | $-14M | |
| Dividends Paid | $68M | $68M | $64M | $64M | $64M | $64M | $59M | $59M | $59M | $59M | $55M | $55M | $55M | $52M | $52M | $52M | |
| Financing Cash Flow | $-55M | $-80M | $-56M | $-44M | $-41M | $-58M | $-60M | $-58M | $-53M | $-59M | $-55M | $-55M | $-55M | $-92M | $-105M | $-52M | |
| Net Change in Cash | $14M | $-77M | $-223M | $211M | $98M | $-38M | $77M | $51M | $26M | $817.0K | $-40M | $21M | $-20M | $7M | $-51M | $-42M | |
| Taxes Paid | $100M | $7.0K | $-1.0K | $31M | $73M | $-20.0K | $36M | $44M | $83M | $-3M | $32M | $36M | $370.0K | $21M | $39M | $-17.0K | |
| Free Cash Flow | · | $54M | · | · | · | $88M | · | · | · | $65M | · | · | $29M | · | · | $8M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $29M | · | · | $7M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.7% | 16.5% | · | 19.6% | 18.8% | 15.3% | · | 18.0% | 19.2% | 15.8% | 17.3% | 16.0% | 14.7% | 14.4% | 14.3% | 12.5% | |
| Net Margin | 16.5% | 14.9% | · | 17.1% | 16.5% | 14.0% | · | 16.0% | 16.6% | 14.1% | 15.3% | 14.0% | 11.5% | 11.4% | 11.0% | 10.2% | |
| Pretax Margin | 20.9% | 18.8% | · | 21.8% | 20.8% | 17.7% | · | 20.1% | 20.9% | 17.9% | 19.1% | 17.8% | 14.5% | 14.3% | 14.0% | 12.9% | |
| EBITDA Margin | 18.7% | 16.5% | · | 19.6% | 18.8% | 15.3% | · | 18.0% | 19.2% | 15.8% | 17.3% | 16.0% | 14.7% | 14.4% | 14.3% | 12.5% | |
| ROA | 5.4% | 4.7% | · | 5.9% | 6.0% | 5.0% | · | 6.1% | 6.5% | 5.2% | 5.7% | 5.2% | 3.9% | 3.8% | 3.7% | 3.2% | |
| ROE | 7.8% | 6.8% | · | 8.6% | 8.7% | 7.3% | · | 9.0% | 9.7% | 7.8% | 8.8% | 8.2% | 6.1% | 6.4% | 6.2% | 5.4% | |
| ROIC | 6.5% | 5.6% | · | 7.1% | 7.2% | 5.8% | · | 7.4% | 8.2% | 6.4% | 7.4% | 6.9% | 5.9% | 6.2% | 6.0% | 4.7% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.3 | · | 1.7 | 1.5 | 1.4 | · | 1.4 | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | 1.1 | 1.2 | 1.2 | |
| Quick Ratio | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.8 | 0.8 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.1 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.1 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | 925.8 | 116.2 | 84.4 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Receivables Turnover | 1.4 | 1.4 | · | 1.4 | 1.4 | 1.5 | · | 1.5 | 1.5 | 1.5 | 1.5 | 1.5 | 1.5 | 1.4 | 1.4 | 1.4 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.12B | $4.09B | · | $4.04B | $3.97B | $3.90B | · | $3.69B | $3.55B | $3.40B | $3.15B | $3.03B | $2.92B | $2.78B | $2.72B | $2.68B | |
| Net Income TTM | $577M | $571M | · | $648M | $625M | $614M | · | $559M | $530M | $484M | $401M | $354M | $316M | $288M | $294M | $293M | |
| Payout Ratio | · | 45.3% | · | · | · | 45.9% | · | · | · | 47.7% | · | · | 64.3% | · | · | 75.3% | |
| Annual Payout | $263M | $259M | · | $250M | $246M | $242M | · | $234M | $230M | $226M | $218M | $214M | $210M | $203M | $200M | $196M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $4.07B | $3.80B | $3.27B | $2.84B | $2.63B |
| Operating Margin % | 17.6% | 17.8% | 15.9% | 13.2% | 12.1% |
| Net Income | $559M | $600M | $446M | $299M | $298M |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.0 | 0.1 |
| Current Ratio | 1.3 | 1.4 | 1.3 | 1.2 | 1.2 |
| Quick Ratio | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $571M | $486M | $289M | $299M | $254M |
Institutional owners (13F) 471 filers · $5.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
471
Value held
$5.9B
New positions
82
Exited positions
39
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 82 (+20 vs prior Q) | 39 (-22 vs prior Q) | 184 (+14 vs prior Q) | 117 (-7 vs prior Q) | +1.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| PNC Financial Services Group, Inc. | $1,157,220,025 | 4,826,778 | 19.77% | Shares |
| VANGUARD GROUP INC | $837,432,782 | 2,921,447 | 14.31% | Shares |
| BlackRock, Inc. | $401,485,850 | 1,674,602 | 6.86% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $392,213,259 | 1,635,926 | 6.70% | Shares |
| STATE STREET CORP | $344,645,900 | 1,437,522 | 5.89% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $266,364,168 | 1,111,008 | 4.55% | Shares |
| Invesco Ltd. | $261,588,109 | 1,091,087 | 4.47% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $214,995,763 | 899,461 | 3.67% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $205,222,164 | 855,984 | 3.51% | Shares |
| ProShare Advisors LLC | $153,784,523 | 641,437 | 2.63% | Shares |
| BANK OF AMERICA CORP /DE/ | $126,172,630 | 526,267 | 2.16% | Shares |
| MORGAN STANLEY | $123,180,210 | 513,784 | 2.10% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $62,377,973 | 260,197 | 1.07% | Shares |
| Vest Financial, LLC | $45,861,538 | 191,289 | 0.78% | Shares |
| NORTHERN TRUST CORP | $43,158,837 | 180,016 | 0.74% | Shares |
| NORGES BANK | $41,085,718 | 171,369 | 0.70% | Shares |
| Bank of New York Mellon Corp | $39,347,300 | 164,118 | 0.67% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $37,367,915 | 155,862 | 0.64% | Shares |
| DEUTSCHE BANK AG\ | $36,618,217 | 152,735 | 0.63% | Shares |
| GOLDMAN SACHS GROUP INC | $36,353,335 | 151,630 | 0.62% | Shares |
| CITIGROUP INC | $35,455,429 | 147,885 | 0.61% | Shares |
| BARCLAYS PLC | $34,482,765 | 143,828 | 0.59% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $33,561,883 | 139,987 | 0.57% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29,689,763 | 118,140 | 0.51% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $29,338,687 | 122,372 | 0.50% | Shares |
| UBS Group AG | $28,932,312 | 120,677 | 0.49% | Shares |
| Erste Asset Management GmbH | $24,938,550 | 105,000 | 0.43% | Shares |
| HSBC HOLDINGS PLC | $24,655,092 | 102,908 | 0.42% | Shares |
| Legal & General Group Plc | $24,245,202 | 101,127 | 0.41% | Shares |
| Summit Trail Advisors, LLC | $22,249,759 | 92,804 | 0.38% | Shares |
| CWA Asset Management Group, LLC | $21,843,678 | 91,110 | 0.37% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $19,414,955 | 80,980 | 0.33% | Shares |
| Columbia Asset Management | $17,403,914 | 72,592 | 0.30% | Shares |
| Swiss National Bank | $17,151,715 | 71,540 | 0.29% | Shares |
| MILLENNIUM MANAGEMENT LLC | $16,995,158 | 70,887 | 0.29% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $16,899,258 | 70,487 | 0.29% | Shares |
| JPMORGAN CHASE & CO | $16,507,897 | 68,331 | 0.28% | Shares |
| Allegheny Financial Group | $15,739,011 | 65,647 | 0.27% | Shares |
| TRUIST FINANCIAL CORP | $14,551,866 | 60,696 | 0.25% | Shares |
| Voleon Capital Management LP | $13,967,835 | 58,260 | 0.24% | Shares |
| CITADEL ADVISORS LLC | $13,685,649 | 57,083 | 0.23% | Shares |
| Caisse de depot et placement du Quebec | $13,121,997 | 54,732 | 0.22% | Shares |
| Vanguard Global Advisers, LLC | $12,508,956 | 52,175 | 0.21% | Shares |
| PDT Partners, LLC | $11,722,576 | 48,895 | 0.20% | Shares |
| Amundi | $11,670,551 | 48,678 | 0.20% | Shares |
| RHUMBLINE ADVISERS | $10,908,340 | 45,499 | 0.19% | Shares |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $10,788,750 | 45,000 | 0.18% | Shares |
| Balyasny Asset Management L.P. | $10,370,147 | 43,254 | 0.18% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10,298,701 | 42,956 | 0.18% | Shares |
| JANE STREET GROUP, LLC | $9,805,775 | 40,900 | 0.17% | Call option |
Activists & 5%+ owners 7 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Thomas B. Hagen, Hagen Family Limited Partnership | Nov. 21, 2008 | · | Initial filing | · | SEC |
| Elizabeth A. Vorsheck | July 30, 2007 | · | Initial filing | · | SEC |
| July 24, 2007 | · | Initial filing | · | SEC | |
| April 6, 2007 | · | Initial filing | · | SEC | |
| Susan Hirt Hagen ×4 filings | Feb. 14, 2006 | · | Initial filing | · | SEC |
| Jan. 27, 2006 | · | Initial filing | · | SEC | |
| Sentinel Trust Company, LBA | Jan. 24, 2006 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 83 insiders · 49 officers · 23 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Timothy G Necastro | President & CEO | July 21, 2026 J | 9,541 | 0 | 0 | $0 |
| John J Brinling JR | Interim President & CEO | May 23, 2008 A | 28,883 | 0 | 0 | $0 |
| Julie Marie Pelkowski | EVP & CFO | July 31, 2026 J | 675 | 0 | 0 | $0 |
| Gregory J Gutting | EVP & CFO | April 30, 2023 J | 297 | 0 | 0 | $0 |
| Marcia A Dall | EVP & CFO | June 20, 2014 A | 6,648 | 0 | 0 | $0 |
| Philip A Garcia | Executive VP & CFO | Jan. 23, 2009 A | 11,525 | 0 | 0 | $0 |
| Terrence W Cavanaugh | President | Dec. 6, 2016 G | 59,439 | 0 | 0 | $0 |
| Cody Cook | Executive Vice President | Sept. 30, 2026 J | 1,171 | 0 | 0 | $0 |
| Sarah Shine | Executive Vice President | Sept. 30, 2026 J | 579 | 0 | 0 | $0 |
| Anthony Dabreo | Senior Vice President, Life | Sept. 30, 2026 J | 926 | 0 | 1 | $-100,952 |
| Douglas Edward Smith | EVP | July 31, 2026 J | 5,172 | 0 | 0 | $0 |
| Sean Dugan | Executive Vice President | July 21, 2026 J | · | 0 | 0 | $0 |
| Parthasarathy Srinivasa | EVP, Chief Information Officer | July 21, 2026 J | · | 0 | 0 | $0 |
| Jorie L Novacek | SVP, Controller | July 21, 2026 J | · | 0 | 0 | $0 |
| Brian W. Bolash | EVP,Secretary,General Counsel | July 21, 2026 J | · | 0 | 0 | $0 |
| Marc Cipriani | Senior Vice President | July 21, 2026 J | 15,997 | 0 | 0 | $0 |
| Lorianne Feltz-Upperman | Executive Vice President | June 30, 2024 J | 4,561 | 0 | 0 | $0 |
| Louis F Colaizzo | SVP | April 30, 2024 J | 3,568 | 0 | 0 | $0 |
| Robert Ingram | Executive VP & CIO | Oct. 20, 2021 J | 14,504 | 0 | 0 | $0 |
| Oakley Dionne Wallace | EVP | July 31, 2021 J | 1,994 | 0 | 0 | $0 |
| Michael A Plazony | Senior Vice President | Jan. 3, 2017 J | 2,375 | 0 | 0 | $0 |
| George D Dufala | Executive Vice President | June 30, 2016 S | 0 | 0 | 0 | $0 |
| Richard F Burt JR | Senior Vice President | June 20, 2014 A | 3,036 | 0 | 0 | $0 |
| Scott W. Beilharz | Vice President | April 1, 2014 J | 102 | 0 | 0 | $0 |
| Robert W Mcnutt | Vice President & Treasurer | April 1, 2014 J | 190 | 0 | 0 | $0 |
| Sherri A Silver | Senior Vice President | April 1, 2014 J | 460 | 0 | 0 | $0 |
| Matthew W Myers | Senior Vice President | April 1, 2014 J | 2,790 | 0 | 0 | $0 |
| Christopher J Zimmer | Senior Vice President | April 1, 2014 J | 6,491 | 0 | 0 | $0 |
| Jeffrey W Brinling | Senior Vice President | April 1, 2014 J | 8,484 | 0 | 0 | $0 |
| Jayashree Ishwar | Senior Vice President | Feb. 3, 2014 J | 6 | 0 | 0 | $0 |
| Randall T Peterman | Senior Vice President | Feb. 3, 2014 J | 716 | 0 | 0 | $0 |
| Christina M Marsh | Senior Vice President | Feb. 3, 2014 J | 770 | 0 | 0 | $0 |
| Gary D Veshecco | Senior Vice President | Sept. 18, 2013 S | 130 | 0 | 0 | $0 |
| Bradley C Eastwood | Senior VP & Chief Actuary | Aug. 9, 2013 P | 250 | 0 | 0 | $0 |
| TANOUS JAMES J | Exec VP,Secy & General Counsel | May 1, 2013 J | 11,528 | 0 | 0 | $0 |
| Ann H Zaprazny | Senior Vice President | Dec. 28, 2012 P | 200 | 0 | 0 | $0 |
| Michael S Zavasky | Executive Vice President | Sept. 17, 2012 S | 501 | 0 | 0 | $0 |
| John R Patun | Vice President | July 2, 2012 J | 122 | 0 | 0 | $0 |
| Bradley G Postema | Senior Vice President & CIO | March 27, 2012 P | 100 | 0 | 0 | $0 |
| Timothy G Maher | Senior Vice President | July 21, 2011 A | 1,302 | 0 | 0 | $0 |
| Douglas F Ziegler | Senior VP, Treasurer & CIO | July 21, 2011 A | 30,347 | 0 | 0 | $0 |
| Terry L Hamman | Regional Vice President | June 16, 2009 A | 3,204 | 0 | 0 | $0 |
| Patricia A Rech | Senior Vice President | Nov. 3, 2008 J | 6,291 | 0 | 0 | $0 |
| Kevin A Marti | Executive Vice President-EFL | Oct. 1, 2008 J | 448 | 0 | 0 | $0 |
| Michael J Krahe | Executive Vice President | July 1, 2008 J | 2,880 | 0 | 0 | $0 |
| Thomas B Morgan | Executive Vice President | Feb. 1, 2008 J | 10,077 | 0 | 0 | $0 |
| William F Hirt | Chairman of the Board | April 23, 2007 J | 1,868,084 | 0 | 0 | $0 |
| Jan R Van Gorder | Sr Exec VP, Secy & Gen Counsel | Dec. 8, 2006 G | 13,914 | 0 | 0 | $0 |
| James R Roehm | Former Senior Vice President | June 20, 2006 G | 4,033 | 0 | 0 | $0 |
| William David Edwards | Director | July 31, 2026 J | · | 0 | 0 | $0 |
| Salvatore Correnti | Director | July 31, 2026 J | 320 | 0 | 0 | $0 |
| Brian Arden Hudson Sr. | Director | July 31, 2026 J | 295 | 0 | 0 | $0 |
| Luann Datesh | Director | July 31, 2026 J | 410 | 0 | 0 | $0 |
| Elizabeth A Vorsheck | Director | July 31, 2026 A | 3,004,000 | 3 | 0 | $1,433,500 |
| Thomas B Hagen | Director | July 31, 2026 J | 5,100 | 0 | 0 | $0 |
| Thomas W Palmer | Director | July 31, 2026 J | 770 | 0 | 0 | $0 |
| Jonathan Hirt Hagen | Director | July 31, 2026 J | 200 | 0 | 0 | $0 |
| Charles Scott Hartz | Director | July 31, 2026 J | 1,097 | 0 | 0 | $0 |
| Eugene C Connell | Director | July 31, 2026 J | 17,433 | 0 | 0 | $0 |
| Ralph J Borneman JR | Director | July 31, 2026 J | 10,000 | 0 | 0 | $0 |
| George R Lucore | Director | Jan. 31, 2026 J | 6,299 | 0 | 0 | $0 |
| Martin Sheffield | Director | Dec. 29, 2020 J | 800 | 0 | 0 | $0 |
| Claude C Lilly III | Director | April 30, 2019 J | 691 | 0 | 0 | $0 |
| Richard L Stover | Director | April 24, 2018 J | 1,072 | 0 | 0 | $0 |
| Robert C Wilburn | Director | April 25, 2017 J | 0 | 0 | 0 | $0 |
| Susan Hirt Hagen | Director | Oct. 21, 2015 J | · | 0 | 0 | $0 |
| Lucian L Morrison | Director | Feb. 3, 2014 J | · | 0 | 0 | $0 |
| John Thomas Baily | Director | April 22, 2008 J | 2,244 | 0 | 0 | $0 |
| Kaj Ahlmann | Director | April 22, 2008 J | 575 | 0 | 0 | $0 |
| John R Graham | Director | April 23, 2007 J | 1,000 | 0 | 0 | $0 |
| Ralph J Borneman JR | Director | Nov. 3, 2003 J | · | 0 | 0 | $0 |
| BLACK SAMUEL P III | 10% owner | May 24, 2005 S | 6,310 | 0 | 0 | $0 |
| John F Kearns | · | Sept. 2, 2016 S | 0 | 0 | 0 | $0 |
| Cheryl A Ferrie | · | March 12, 2013 S | 2,289 | 0 | 0 | $0 |
| Eric A Miller | · | Jan. 28, 2013 S | 0 | 0 | 0 | $0 |
| Eric D Root | · | Aug. 1, 2012 J | 8,251 | 0 | 0 | $0 |
| Garrison Patricia Corbin | · | Oct. 21, 2009 J | 900 | 0 | 0 | $0 |
| Jeffrey A Ludrof | · | Jan. 24, 2008 A | 27,708 | 0 | 0 | $0 |
| Barry P Stiles | · | Oct. 23, 2006 J | 933 | 0 | 0 | $0 |
| Wilson Charles Cooney | · | May 12, 2006 C | 3,430 | 0 | 0 | $0 |
| John P Sommerwerck | · | Jan. 25, 2006 S | 63 | 0 | 0 | $0 |
| KATZ SAMUEL P | · | June 10, 2004 C | 1,766 | 0 | 0 | $0 |
| John M Petersen | · | Oct. 21, 2003 J | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 62 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| KNG · First Trust Exchange-Traded Fund IV | 1.58% | 230,309 NS | July 31, 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1.27% | 21,387 SH | Oct. 2, 2026 | Daily |
| SPGP · Invesco Exchange-Traded Fund Trust | 1.05% | 96,735 SH | Oct. 2, 2026 | Daily |
| SOVF · Elevation Series Trust | 0.49% | 1,754 NS | July 31, 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0.46% | 26,758 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.20% | 23,557 SH | Oct. 2, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 800,336 SH | Oct. 2, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.17% | 337,278 SH | Aug. 19, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.14% | 3,776 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 11,054 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.11% | 4,429 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.07% | 582,906 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.07% | 41,398 SH | Aug. 19, 2026 | Daily |
| HDV · iShares Trust | 0.07% | 44,668 SH | Sept. 11, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.07% | 6,690 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.06% | 1,566 SH | Sept. 11, 2026 | Daily |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.05% | 45,053 SH | Oct. 2, 2026 | Daily |
| FAS · Direxion Shares ETF Trust | 0.05% | 5,005 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.05% | 1,043 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.04% | 26,375 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.04% | 1,315 SH | Oct. 2, 2026 | Daily |
| IXG · iShares Trust | 0.04% | 1,070 SH | Sept. 11, 2026 | Daily |
| PALC · Pacer Funds Trust | 0.04% | 304 NS | July 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.03% | 61,932 SH | Sept. 11, 2026 | Daily |
| XOEF · iShares Trust | 0.03% | 32 SH | Sept. 11, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.03% | 143,529 SH | Aug. 19, 2026 | Daily |
| IVE · iShares Trust | 0.02% | 41,773 SH | Sept. 11, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.02% | 5,897 SH | Aug. 19, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.02% | 147 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.02% | 22,672 SH | Sept. 11, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.02% | 8,417 SH | Oct. 2, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 1,422 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.01% | 1,110 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 1,091 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.01% | 1,516 NS | July 31, 2026 | N-PORT |
| EGLE · Global X Funds | 0.01% | 1 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.01% | 15 SH | Sept. 11, 2026 | Daily |
| XYLG · Global X Funds | 0.01% | 29 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.01% | 302 SH | Sept. 11, 2026 | Daily |
| CATH · Global X Funds | 0.01% | 560 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.01% | 659,160 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 807,318 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 19,490 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.01% | 1,286 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.01% | 320,882 SH | Sept. 11, 2026 | Daily |
| CHRI · Global X Funds | 0.01% | 3 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.01% | 153 SH | Oct. 2, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.01% | 96 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.01% | 602 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 4,380 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.01% | 1,060 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 32,752 SH | Sept. 11, 2026 | Daily |
| XRMI · Global X Funds | 0.01% | 17 NS | July 31, 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0.01% | 178 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.01% | 20 SH | Oct. 2, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.01% | 1,984 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.01% | 1 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.01% | 1 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 1,621 NS | July 31, 2026 | N-PORT |
| IAK · iShares Trust | · | 13,547 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 1,129 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 2,613 SH | Sept. 11, 2026 | Daily |
ERIE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
BUY
3 37.5%
Strong Buy
3 37.5%
Buy
2 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ERIE | · | · | 7.2% | 13.8% | 25.0% | · |
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | · |
| AIZ | · | · | · | · | · | · |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | · |
| AFG | $11.40B | 13.6 | -1.8% | 10.3% | 18.1% | · |
| FNF | $14.79B | 24.7 | 5.6% | 4.2% | 7.9% | · |
| ORI | · | 12.3 | 11.0% | 10.2% | 16.2% | · |
| THG | · | 10.1 | 5.7% | 10.1% | 20.7% | · |
| KNSL | $9.05B | 18.1 | 18.0% | 26.9% | 27.4% | · |
| FAF | $6.27B | 10.2 | 21.6% | 8.3% | 11.9% | · |
| MCY | $5.21B | 9.6 | 9.4% | 9.0% | 24.8% | · |
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Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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Source: SEC 10-Q filed Jul 30, 2026