Erie Indemnity CompanyNasdaq: ERIE
Financials · Insurance Brokers
$215.86
-1.40%
Vol: 187K
Research Digest
Friday, May 1, 2026
Erie Indemnity Q1 shows 8.7% EPS growth; CEO transition in progress
Erie reported Q1 EPS of $2.88 vs. $2.65 YoY, representing 8.7% growth. Operating income before taxes increased 10.2%. Management fee revenue rose 4.2%. Tim NeCastro retired as president/CEO in December. Stock down 3.5% amid market volatility. Company maintains strong fundamentals with 9.7% EPS growth expected for 2025.
Previous Market Intelligence
13 daysApr 30Erie Indemnity reports strong Q1 results with orderly leadership transitionPositive▶
Erie Indemnity reported Q1 2026 net income of $2.88 per diluted share (+8.7% YoY) on operating income growth of 10.2%. The board approved a quarterly dividend of $1.4625 per share and executed an orderly leadership transition, naming Jonathan Hirt Hagen as new chairman while Thomas B. Hagen became chairman emeritus. ERIE stock is up 4.43% YoY but down -5.11% for the month and -36.32% over the past year. Q1 earnings beat reflects solid underwriting and administrative performance for the Erie Insurance Exchange managing attorney. Analyst views on recovery potential remain mixed.
Apr 16Erie Indemnity shares fell 4.5% on April 14; stock faces 12% YTD and 40% YoY declinesNegative▶
Erie Indemnity Company (ERIE) announced CEO Tim NeCastro retirement as president and CEO in February 2026, with leadership transition underway. Stock price at $248.54 has declined 12% YTD and 40% over the past year, though company reported Q1 2025 net income of $138.4 million ($2.65 per diluted share). Board approved dividend increase and management fee adjustments in December 2024. Recent performance reflects mixed fundamentals with 9.7% expected EPS growth for 2025.
Apr 15Erie Indemnity Q1 2026 earnings scheduled for April 23 with webcast on April 24.Neutral▶
No significant overnight updates. Erie Indemnity will issue Q1 2026 results after market close on Thursday, April 23, 2026, with a pre-recorded audio webcast available on Friday, April 24 at 10:00 a.m. ET. Upcoming earnings remain on schedule.
Apr 14No significant overnight updatesNeutral▶
Erie Indemnity scheduled Q1 2026 earnings for April 23-24. Stock experienced a 20.5% decline with CEO Tim NeCastro announcing retirement at year-end 2026. No material news in the last 48 hours.
Apr 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 10Erie Indemnity schedules Q1 2026 earnings for April 23; analysts expect 15.5% EPS growth to $3.06.Neutral▶
Erie Indemnity will release Q1 2026 earnings on April 23 after market close, with pre-recorded conference call webcast available April 24. Analysts expect EPS of $3.06, up 15.5% year-over-year. The stock experienced a 3.5% decline amid market volatility but maintains strong fundamentals with 9.7% expected EPS growth.
Apr 9Erie Indemnity reports strong fundamentals with 15.5% EPS growth forecast for Q1.Neutral▶
Erie Indemnity Q1 2026 earnings due April 23 with webcast April 24 at 10 a.m. ET. Analysts expect EPS of $3.06, representing 15.5% YoY increase. Stock experienced 3.5% recent drop but maintains strong fundamentals with 9.7% EPS growth expected for 2025. Tim NeCastro retiring as president/CEO end of 2026 with CEO search underway. Current price $248.54, up 1.93% in 24 hours. Stock down 5.11% monthly and 36.32% annually.
Apr 8Erie Indemnity announced Q1 2026 earnings to be released April 23, 2026, with upcoming leadership transition as CEO Tim NeCastro retires end of 2026.Neutral▶
Erie Indemnity experiencing 3.5% share decline amidst market volatility but maintains strong fundamentals with 9.7% EPS growth expected for 2025. Company hosts pre-recorded conference call on April 24 at 10 a.m. ET. Announced quarterly dividend of $1.462500 per share. CEO Tim NeCastro retiring end of 2026. Mixed analyst sentiment as company prepares for Q1 earnings report.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Erie CEO Tim NeCastro to retire; 7.1% dividend increase.Mixed▶
Erie Insurance announced CEO Tim NeCastro will retire as president and CEO with search underway. Increased shareholder dividends 7.1%. Stock facing valuation concerns but maintains 9.7% EPS growth expectations.
Apr 3Erie Indemnity schedules Q1 2026 earnings for April 23; CEO Tim NeCastro plans 2026 retirement.Neutral▶
Erie Indemnity will hold its 101st annual meeting on April 21, 2026 and release Q1 earnings on April 23. Analysts expect Q1 profit of $3.06 per share, up 15.5% from $2.65 a year ago. CEO Tim NeCastro plans to retire in 2026. Quarterly dividend of $1.4625 per share payable April 21.
Apr 2Erie Indemnity reports weaker-than-expected Q4 2025 results; CEO Tim NeCastro plans retirement in 2026.Negative▶
Erie Indemnity reported full-year 2025 net income of $559.3 million ($10.69 per diluted share), down from $600.3 million in 2024. Q4 earnings of $1.21 per diluted share missed estimates, impacted by a $100 million charitable contribution to newly formed Erie Insurance Foundation. CEO Tim NeCastro announced retirement plans for 2026. The stock fell 3.4% after missing Wall Street estimates for operating revenue and adjusted earnings. Forward dividend yield stands at 2.47% with upcoming Q1 2026 earnings scheduled for April 23.
Apr 1Erie Indemnity announced 7.1% dividend increase and confirmed Q1 annual meeting for April 21.Neutral▶
Erie Indemnity approved 7.1% increase to regular quarterly dividends. CEO Tim NeCastro announced planned retirement at year-end 2026. Stock down 34% over past year from leadership transition concerns.
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.