View ValuationErie Indemnity 将来の成長Future 基準チェック /06現在、 Erie Indemnityの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Insurance 収益成長2.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジLow最終更新日31 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • 12hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Declared Dividend • Aug 10Second quarter dividend of US$1.46 announcedShareholders will receive a dividend of US$1.46. Ex-date: 5th October 2026 Payment date: 20th October 2026 Dividend yield will be 2.5%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 31Second quarter 2026 earnings released: EPS: US$3.90 (vs US$3.34 in 2Q 2025)Second quarter 2026 results: EPS: US$3.90 (up from US$3.34 in 2Q 2025). Revenue: US$1.09b (up 2.8% from 2Q 2025). Net income: US$180.3m (up 3.2% from 2Q 2025). Profit margin: 17% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jul 31Erie Indemnity Company Approves Dividend on Class A Common Stock, Payable on October 20, 2026Erie Indemnity Company at its meeting on July 28, 2026, the Company's Board of Directors approved the following quarterly dividend on shares of Erie Indemnity Company Class A common stock: Dividend Number: 385, Class A Rate Per Share: $1.4625, Declaration Date: July 28, 2026, Ex-Dividend Date: October 5, 2026, Record Date: October 5, 2026, Payable Date: October 20, 2026.お知らせ • Jul 17Erie Indemnity Company to Report Q2, 2026 Results on Jul 30, 2026Erie Indemnity Company announced that they will report Q2, 2026 results After-Market on Jul 30, 2026Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €179, the stock trades at a trailing P/E ratio of 20.7x. Average forward P/E is 10x in the Insurance industry in Germany. Total returns to shareholders of 4.5% over the past three years.Upcoming Dividend • Jun 30Upcoming dividend of US$1.46 per shareEligible shareholders must have bought the stock before 07 July 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).Recent Insider Transactions • Jun 07Independent Director recently bought €1.3m worth of stockOn the 2nd of June, Elizabeth Ann Vorsheck bought around 7k shares on-market at roughly €181 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.Buy Or Sell Opportunity • May 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €187. The fair value is estimated to be €237, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%.Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 10 highly experienced directors. Independent Director William Edwards was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Erie Indemnity Company to Report Q1, 2026 Results on Apr 23, 2026Erie Indemnity Company announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2026お知らせ • Mar 25Erie Indemnity Company, Annual General Meeting, Apr 21, 2026Erie Indemnity Company, Annual General Meeting, Apr 21, 2026. Location: in the auditorium of the f.w. hirt, perry square building, located at 100 erie insurance place,erie, pennsylvania 16530., United Statesお知らせ • Feb 20+ 1 more updateErie Indemnity Company Announces Retirement of Tim Necastro as President, Effective December 31, 2026Erie Indemnity Company announced that Tim NeCastro will retire as president on December 31, 2026, concluding a 30-year career with the company, including 10 years as CEO. NeCastro, who was named CEO in 2016, led the company through a period of significant growth. During his tenure, Erie Insurance grew to nearly $13 billion in premium and more than 7 million policies in force while maintaining strong financial performance and its long-standing commitment to service. NeCastro, who was named CEO in 2016, led the company through a period of significant growth. During his tenure, Erie Insurance grew to nearly $13 billion in premium and more than 7 million policies in force while maintaining strong financial performance and its long-standing commitment to service. NeCastro joined Erie Insurance in 1996 and held senior leadership roles in internal audit, finance, product and policy services, and regional field operations. In 2014, he led the company's expansion into Kentucky, marking Erie Insurance's entry into its 12th state. As CEO, NeCastro guided the organization through several significant milestones, including celebrating the company's 100th anniversary in 2025. His leadership emphasized care for employees, agents and customers while reinforcing ERIE's values and promise of service. An Erie native, NeCastro has also been active in community and economic development efforts in the company's hometown. He is the founding board president of the Erie Downtown Development Corp., which has supported investment and revitalization in downtown Erie. He has also served in leadership and advisory roles with civic, philanthropic and industry organizations at the local, state and national levels. Following his retirement as CEO, NeCastro will continue to serve the company and community as president of the Erie Insurance Foundation, a private charitable foundation established to support long-term charitable giving and community impact aligned with ERIE's values. The board of directors will immediately begin the process to identify a successor. NeCastro will remain in his role through the end of the year, ensuring continuity throughout the search and transition.お知らせ • Feb 03Erie Indemnity Company to Report Q4, 2025 Results on Feb 23, 2026Erie Indemnity Company announced that they will report Q4, 2025 results After-Market on Feb 23, 2026お知らせ • Dec 12Erie Indemnity Company Declares Regular Quarterly Cash Dividend, Payable on Jan. 21, 2026The Board of Erie Indemnity Company also agreed to increase the regular quarterly cash dividend from $1.365 to $1.4625 on each Class A share and from $204.75 to $219.375 on each Class B share. This represents a 7.1 percent increase in the payout per share over the current dividend rate. The next quarterly dividend is payable Jan. 21, 2026, to shareholders of record as of Jan. 6, 2026, with a dividend ex-date of Jan. 6, 2026.お知らせ • Oct 23Erie Indemnity Company to Report Q3, 2025 Results on Oct 30, 2025Erie Indemnity Company announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 30, 2025お知らせ • Jul 29Erie Indemnity Company to Report Q2, 2025 Results on Aug 07, 2025Erie Indemnity Company announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • Apr 09Erie Indemnity Company to Report Q1, 2025 Results on Apr 24, 2025Erie Indemnity Company announced that they will report Q1, 2025 results After-Market on Apr 24, 2025お知らせ • Mar 24Erie Indemnity Company, Annual General Meeting, Apr 22, 2025Erie Indemnity Company, Annual General Meeting, Apr 22, 2025. Location: in the auditorium of the f.w. hirt, perry square building, located at 100 erie insurance place, erie, pennsylvania 16530, United Statesお知らせ • Feb 04Erie Indemnity Company to Report Q4, 2024 Results on Feb 27, 2025Erie Indemnity Company announced that they will report Q4, 2024 results After-Market on Feb 27, 2025お知らせ • Dec 13Erie Indemnity Declares Regular Dividends, Payable on Jan. 22, 2025The Board of Erie Indemnity Company also agreed to increase the regular quarterly cash dividend from $1.275 to $1.365 on each Class A share and from $191.25 to $204.75 on each Class B share. This represents a 7.1% increase in the payout per share over the current dividend rate. The next quarterly dividend is payable Jan. 22, 2025, to shareholders of record as of Jan. 7, 2025, with a dividend ex-date of Jan. 7, 2025.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$3.46 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$3.46 (up from US$2.51 in 3Q 2023). Revenue: US$999.9m (up 16% from 3Q 2023). Net income: US$159.8m (up 22% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Insurance industry in Europe.お知らせ • Oct 03Erie Indemnity Company to Report Q3, 2024 Results on Oct 31, 2024Erie Indemnity Company announced that they will report Q3, 2024 results After-Market on Oct 31, 2024Upcoming Dividend • Sep 30Upcoming dividend of US$1.28 per shareEligible shareholders must have bought the stock before 07 October 2024. Payment date: 22 October 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.8%).Declared Dividend • Aug 05Second quarter dividend of US$1.28 announcedShareholders will receive a dividend of US$1.28. Ex-date: 7th October 2024 Payment date: 22nd October 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next year, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €404, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 11x in the Insurance industry in Germany. Total returns to shareholders of 69% over the past year.Reported Earnings • Jul 28Second quarter 2024 earnings released: EPS: US$3.14 (vs US$2.25 in 2Q 2023)Second quarter 2024 results: EPS: US$3.14 (up from US$2.25 in 2Q 2023). Revenue: US$990.4m (up 18% from 2Q 2023). Net income: US$163.9m (up 39% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue.お知らせ • Jul 16Erie Indemnity Company to Report Q2, 2024 Results on Jul 25, 2024Erie Indemnity Company announced that they will report Q2, 2024 results After-Market on Jul 25, 2024Upcoming Dividend • Jul 04Upcoming dividend of US$1.28 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 23 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.3%).Declared Dividend • May 06First quarter dividend of US$1.28 announcedShareholders will receive a dividend of US$1.28. Ex-date: 9th July 2024 Payment date: 23rd July 2024 Dividend yield will be 1.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.8% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$2.70 (vs US$1.87 in 1Q 2023)First quarter 2024 results: EPS: US$2.70 (up from US$1.87 in 1Q 2023). Revenue: US$880.7m (up 17% from 1Q 2023). Net income: US$124.6m (up 44% from 1Q 2023). Profit margin: 14% (up from 12% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Insurance industry in Germany.お知らせ • Apr 13Erie Indemnity Company to Report Q1, 2024 Results on Apr 25, 2024Erie Indemnity Company announced that they will report Q1, 2024 results After-Market on Apr 25, 2024Upcoming Dividend • Apr 01Upcoming dividend of US$1.28 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 23 April 2024. Payout ratio is a comfortable 50% and the cash payout ratio is 77%. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).お知らせ • Mar 24Erie Indemnity Company, Annual General Meeting, Apr 23, 2024Erie Indemnity Company, Annual General Meeting, Apr 23, 2024, at 09:30 US Eastern Standard Time. Location: Thomas B. Hagen Building, located at 100 Erie Insurance Place, Erie, Pennsylvania 16530 Erie Pennsylvania United States Agenda: To elect 11 persons to serve as directors until our 2025 annual meeting of shareholders and until their successors are elected and qualified; to approve the adoption of the First Amendment to our Equity Compensation Plan; to approve the adoption of our Amended and Restated Long Term Incentive Plan; and to consider other matters.Declared Dividend • Mar 04Fourth quarter dividend of US$1.28 announcedShareholders will receive a dividend of US$1.28. Ex-date: 8th April 2024 Payment date: 23rd April 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €378, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 11x in the Insurance industry in Germany.Recent Insider Transactions • Mar 03Non-Independent Director recently sold €3.8m worth of stockOn the 29th of February, John Borneman sold around 10k shares on-market at roughly €377 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.お知らせ • Feb 29Erie Indemnity Company Announce Dividend of Class A, Payable on April 23, 2024Erie Indemnity Company announced dividend of Class A Rate Per Share is $1.275. Ex-Dividend Date is April 8, 2024. Record Date is April 9, 2024. Payable Date is April 23, 2024.Reported Earnings • Feb 27Full year 2023 earnings released: EPS: US$9.66 (vs US$5.71 in FY 2022)Full year 2023 results: EPS: US$9.66 (up from US$5.71 in FY 2022). Revenue: US$3.27b (up 15% from FY 2022). Net income: US$446.1m (up 49% from FY 2022). Profit margin: 14% (up from 11% in FY 2022). The increase in margin was driven by higher revenue.お知らせ • Feb 09Erie Indemnity Company to Report Q4, 2023 Results on Feb 26, 2024Erie Indemnity Company announced that they will report Q4, 2023 results After-Market on Feb 26, 2024Upcoming Dividend • Dec 29Upcoming dividend of US$1.28 per share at 1.4% yieldEligible shareholders must have bought the stock before 05 January 2024. Payment date: 23 January 2024. Payout ratio is a comfortable 62% and the cash payout ratio is 80%. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.9%).お知らせ • Dec 08Erie Indemnity Company Declares Regular Dividend, Payable on January 23, 2024At its regular meeting held December 5, 2023, the Board of Directors of Erie Indemnity Company approved to increase the regular quarterly cash dividend from $1.19 to $1.275 on each Class A share and from $178.50 to $191.25 on each Class B share. This represents a 7.1% increase in the payout per share over the current dividend rate. The next quarterly dividend is payable January 23, 2024, to shareholders of record as of January 8, 2024, with a dividend ex-date of January 5, 2024.お知らせ • Oct 28Lorianne Feltz to Retire as Executive Vice President of Claims & Customer Service of Erie Indemnity Company on May 30, 2024Erie Indemnity Company announced that on October 24, 2023, Lorianne Feltz informed the Company of her intention to retire as Executive Vice President of Claims & Customer Service on May 30, 2024. Feltz, 54, has served as Executive Vice President of Claims & Customer Service since 2016. She has worked at the Company for 34 years, holding numerous positions of increasing responsibility throughout her tenure. The Company will immediately begin a search for her replacement.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$2.51 (vs US$1.61 in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (up from US$1.61 in 3Q 2022). Revenue: US$858.9m (up 16% from 3Q 2022). Net income: US$131.0m (up 55% from 3Q 2022). Profit margin: 15% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Insurance industry in Europe.お知らせ • Oct 07Erie Indemnity Company to Report Q3, 2023 Results on Oct 26, 2023Erie Indemnity Company announced that they will report Q3, 2023 results After-Market on Oct 26, 2023Upcoming Dividend • Sep 27Upcoming dividend of US$1.19 per share at 1.6% yieldEligible shareholders must have bought the stock before 04 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €242, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 10x in the Insurance industry in Germany.お知らせ • Aug 03Erie Insurance Announces Management ChangesErie Insurance announced the promotion of Karen Skarupski to senior vice president, Human Resources. Skarupski succeeds Sean Dugan, who was promoted to executive vice president, Human Resources & Corporate Services in January 2023. During her 32 years with ERIE, Skarupski has held several leadership roles in law, human resources, compliance and privacy, and has served as VP, corporate privacy officer, since 2018. Skarupski began her ERIE career in 1991 when she left private law practice to join ERIE's Law Division working primarily on employment-related legal matters. For nearly 20 years, she provided counsel to company HR leaders on employee benefits, diversity and inclusion, compensation, leave and disability issues, compliance and training, and workplace safety and health. She also served as interim division officer for Human Resources in 2008. Skarupski holds a bachelor's degree in history from Allegheny College and a juris doctor degree from Case Western Reserve University. She is also a Certified Information Privacy Manager and a Certified Information Privacy Professional. Skarupski is a member of the Erie and Pennsylvania Bar Associations, the Property Casualty Insurers Association of America and serves as a trustee of the Erie County Bar Foundation.お知らせ • Jul 28Erie Indemnity Company Approves Quarterly Dividend on Class A Common Stock, Payable on October 20, 2023At its meeting on July 25, 2023, Erie Indemnity Company's Board of Directors approved the following quarterly dividend of $1.19 per share on Class A common stock. The dividend is payable on October 20, 2023 with Ex-Dividend Date of October 4, 2023 and Record Date of October 5, 2023.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$2.55 (vs US$1.53 in 2Q 2022)Second quarter 2023 results: EPS: US$2.55 (up from US$1.53 in 2Q 2022). Revenue: US$839.9m (up 16% from 2Q 2022). Net income: US$117.9m (up 47% from 2Q 2022). Profit margin: 14% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Insurance industry in Germany.お知らせ • Jul 13Erie Indemnity Company to Report Q2, 2023 Results on Jul 27, 2023Erie Indemnity Company announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 27, 2023お知らせ • Jun 25Erie Indemnity Company(NasdaqGS:ERIE) dropped from Russell 1000 Value-Defensive IndexErie Indemnity Company(NasdaqGS:ERIE) dropped from Russell 1000 Value-Defensive IndexBoard Change • May 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Sal Correnti was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Erie Indemnity は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:EI2 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20264,169663N/AN/A16/30/20264,119577553698N/A3/31/20264,090571537660N/A12/31/20254,067559571687N/A9/30/20254,040648577709N/A6/30/20253,973625564688N/A3/31/20253,904614510642N/A12/31/20243,795600486611N/A9/30/20243,689559467566N/A6/30/20243,548530322420N/A3/31/20243,397484324420N/A12/31/20233,269446289381N/A9/30/20233,152401272361N/A6/30/20233,034354356440N/A3/31/20232,920316320391N/A12/31/20222,840299299366N/A9/30/20222,775288215377N/A6/30/20222,722294233381N/A3/31/20222,676293240393N/A12/31/20212,634298254403N/A9/30/20212,607306331372N/A6/30/20212,573305297343N/A3/31/20212,550308310356N/A12/31/20202,536293287343N/A9/30/20202,524290275361N/A6/30/20202,509295272377N/A3/31/20202,500301N/A360N/A12/31/20192,477317N/A365N/A9/30/20192,457320N/A327N/A6/30/20192,430306N/A336N/A3/31/20192,404298N/A328N/A12/31/20182,382288N/A264N/A9/30/20182,207258N/A251N/A6/30/20182,038236N/A199N/A3/31/20181,865215N/A192N/A12/31/20171,692197N/A197N/A9/30/20171,670211N/A219N/A6/30/20171,646210N/A243N/A3/31/20171,621212N/A241N/A12/31/20161,597210N/A254N/A9/30/2016-1,860194N/A-290N/A6/30/2016-933187N/A-43N/A3/31/2016275182N/A106N/A12/31/20151,506175N/A217N/A9/30/20156,172171N/A893N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: EI2の予測収益成長が 貯蓄率 ( 2.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: EI2の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: EI2の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: EI2の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: EI2の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: EI2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/12 11:31終値2026/08/12 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Erie Indemnity Company 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Amit KumarMacquarie ResearchMichael PhillipsStifel, Equities ResearchAdam KlauberWilliam Blair & Company L.L.C.
New Risk • 12hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Declared Dividend • Aug 10Second quarter dividend of US$1.46 announcedShareholders will receive a dividend of US$1.46. Ex-date: 5th October 2026 Payment date: 20th October 2026 Dividend yield will be 2.5%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 31Second quarter 2026 earnings released: EPS: US$3.90 (vs US$3.34 in 2Q 2025)Second quarter 2026 results: EPS: US$3.90 (up from US$3.34 in 2Q 2025). Revenue: US$1.09b (up 2.8% from 2Q 2025). Net income: US$180.3m (up 3.2% from 2Q 2025). Profit margin: 17% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 31Erie Indemnity Company Approves Dividend on Class A Common Stock, Payable on October 20, 2026Erie Indemnity Company at its meeting on July 28, 2026, the Company's Board of Directors approved the following quarterly dividend on shares of Erie Indemnity Company Class A common stock: Dividend Number: 385, Class A Rate Per Share: $1.4625, Declaration Date: July 28, 2026, Ex-Dividend Date: October 5, 2026, Record Date: October 5, 2026, Payable Date: October 20, 2026.
お知らせ • Jul 17Erie Indemnity Company to Report Q2, 2026 Results on Jul 30, 2026Erie Indemnity Company announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €179, the stock trades at a trailing P/E ratio of 20.7x. Average forward P/E is 10x in the Insurance industry in Germany. Total returns to shareholders of 4.5% over the past three years.
Upcoming Dividend • Jun 30Upcoming dividend of US$1.46 per shareEligible shareholders must have bought the stock before 07 July 2026. Payment date: 21 July 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).
Recent Insider Transactions • Jun 07Independent Director recently bought €1.3m worth of stockOn the 2nd of June, Elizabeth Ann Vorsheck bought around 7k shares on-market at roughly €181 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
Buy Or Sell Opportunity • May 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €187. The fair value is estimated to be €237, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 10 highly experienced directors. Independent Director William Edwards was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Erie Indemnity Company to Report Q1, 2026 Results on Apr 23, 2026Erie Indemnity Company announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2026
お知らせ • Mar 25Erie Indemnity Company, Annual General Meeting, Apr 21, 2026Erie Indemnity Company, Annual General Meeting, Apr 21, 2026. Location: in the auditorium of the f.w. hirt, perry square building, located at 100 erie insurance place,erie, pennsylvania 16530., United States
お知らせ • Feb 20+ 1 more updateErie Indemnity Company Announces Retirement of Tim Necastro as President, Effective December 31, 2026Erie Indemnity Company announced that Tim NeCastro will retire as president on December 31, 2026, concluding a 30-year career with the company, including 10 years as CEO. NeCastro, who was named CEO in 2016, led the company through a period of significant growth. During his tenure, Erie Insurance grew to nearly $13 billion in premium and more than 7 million policies in force while maintaining strong financial performance and its long-standing commitment to service. NeCastro, who was named CEO in 2016, led the company through a period of significant growth. During his tenure, Erie Insurance grew to nearly $13 billion in premium and more than 7 million policies in force while maintaining strong financial performance and its long-standing commitment to service. NeCastro joined Erie Insurance in 1996 and held senior leadership roles in internal audit, finance, product and policy services, and regional field operations. In 2014, he led the company's expansion into Kentucky, marking Erie Insurance's entry into its 12th state. As CEO, NeCastro guided the organization through several significant milestones, including celebrating the company's 100th anniversary in 2025. His leadership emphasized care for employees, agents and customers while reinforcing ERIE's values and promise of service. An Erie native, NeCastro has also been active in community and economic development efforts in the company's hometown. He is the founding board president of the Erie Downtown Development Corp., which has supported investment and revitalization in downtown Erie. He has also served in leadership and advisory roles with civic, philanthropic and industry organizations at the local, state and national levels. Following his retirement as CEO, NeCastro will continue to serve the company and community as president of the Erie Insurance Foundation, a private charitable foundation established to support long-term charitable giving and community impact aligned with ERIE's values. The board of directors will immediately begin the process to identify a successor. NeCastro will remain in his role through the end of the year, ensuring continuity throughout the search and transition.
お知らせ • Feb 03Erie Indemnity Company to Report Q4, 2025 Results on Feb 23, 2026Erie Indemnity Company announced that they will report Q4, 2025 results After-Market on Feb 23, 2026
お知らせ • Dec 12Erie Indemnity Company Declares Regular Quarterly Cash Dividend, Payable on Jan. 21, 2026The Board of Erie Indemnity Company also agreed to increase the regular quarterly cash dividend from $1.365 to $1.4625 on each Class A share and from $204.75 to $219.375 on each Class B share. This represents a 7.1 percent increase in the payout per share over the current dividend rate. The next quarterly dividend is payable Jan. 21, 2026, to shareholders of record as of Jan. 6, 2026, with a dividend ex-date of Jan. 6, 2026.
お知らせ • Oct 23Erie Indemnity Company to Report Q3, 2025 Results on Oct 30, 2025Erie Indemnity Company announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 30, 2025
お知らせ • Jul 29Erie Indemnity Company to Report Q2, 2025 Results on Aug 07, 2025Erie Indemnity Company announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • Apr 09Erie Indemnity Company to Report Q1, 2025 Results on Apr 24, 2025Erie Indemnity Company announced that they will report Q1, 2025 results After-Market on Apr 24, 2025
お知らせ • Mar 24Erie Indemnity Company, Annual General Meeting, Apr 22, 2025Erie Indemnity Company, Annual General Meeting, Apr 22, 2025. Location: in the auditorium of the f.w. hirt, perry square building, located at 100 erie insurance place, erie, pennsylvania 16530, United States
お知らせ • Feb 04Erie Indemnity Company to Report Q4, 2024 Results on Feb 27, 2025Erie Indemnity Company announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
お知らせ • Dec 13Erie Indemnity Declares Regular Dividends, Payable on Jan. 22, 2025The Board of Erie Indemnity Company also agreed to increase the regular quarterly cash dividend from $1.275 to $1.365 on each Class A share and from $191.25 to $204.75 on each Class B share. This represents a 7.1% increase in the payout per share over the current dividend rate. The next quarterly dividend is payable Jan. 22, 2025, to shareholders of record as of Jan. 7, 2025, with a dividend ex-date of Jan. 7, 2025.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$3.46 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$3.46 (up from US$2.51 in 3Q 2023). Revenue: US$999.9m (up 16% from 3Q 2023). Net income: US$159.8m (up 22% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Insurance industry in Europe.
お知らせ • Oct 03Erie Indemnity Company to Report Q3, 2024 Results on Oct 31, 2024Erie Indemnity Company announced that they will report Q3, 2024 results After-Market on Oct 31, 2024
Upcoming Dividend • Sep 30Upcoming dividend of US$1.28 per shareEligible shareholders must have bought the stock before 07 October 2024. Payment date: 22 October 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.8%).
Declared Dividend • Aug 05Second quarter dividend of US$1.28 announcedShareholders will receive a dividend of US$1.28. Ex-date: 7th October 2024 Payment date: 22nd October 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 16% over the next year, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €404, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 11x in the Insurance industry in Germany. Total returns to shareholders of 69% over the past year.
Reported Earnings • Jul 28Second quarter 2024 earnings released: EPS: US$3.14 (vs US$2.25 in 2Q 2023)Second quarter 2024 results: EPS: US$3.14 (up from US$2.25 in 2Q 2023). Revenue: US$990.4m (up 18% from 2Q 2023). Net income: US$163.9m (up 39% from 2Q 2023). Profit margin: 17% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue.
お知らせ • Jul 16Erie Indemnity Company to Report Q2, 2024 Results on Jul 25, 2024Erie Indemnity Company announced that they will report Q2, 2024 results After-Market on Jul 25, 2024
Upcoming Dividend • Jul 04Upcoming dividend of US$1.28 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 23 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.3%).
Declared Dividend • May 06First quarter dividend of US$1.28 announcedShareholders will receive a dividend of US$1.28. Ex-date: 9th July 2024 Payment date: 23rd July 2024 Dividend yield will be 1.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.8% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$2.70 (vs US$1.87 in 1Q 2023)First quarter 2024 results: EPS: US$2.70 (up from US$1.87 in 1Q 2023). Revenue: US$880.7m (up 17% from 1Q 2023). Net income: US$124.6m (up 44% from 1Q 2023). Profit margin: 14% (up from 12% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Insurance industry in Germany.
お知らせ • Apr 13Erie Indemnity Company to Report Q1, 2024 Results on Apr 25, 2024Erie Indemnity Company announced that they will report Q1, 2024 results After-Market on Apr 25, 2024
Upcoming Dividend • Apr 01Upcoming dividend of US$1.28 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 23 April 2024. Payout ratio is a comfortable 50% and the cash payout ratio is 77%. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).
お知らせ • Mar 24Erie Indemnity Company, Annual General Meeting, Apr 23, 2024Erie Indemnity Company, Annual General Meeting, Apr 23, 2024, at 09:30 US Eastern Standard Time. Location: Thomas B. Hagen Building, located at 100 Erie Insurance Place, Erie, Pennsylvania 16530 Erie Pennsylvania United States Agenda: To elect 11 persons to serve as directors until our 2025 annual meeting of shareholders and until their successors are elected and qualified; to approve the adoption of the First Amendment to our Equity Compensation Plan; to approve the adoption of our Amended and Restated Long Term Incentive Plan; and to consider other matters.
Declared Dividend • Mar 04Fourth quarter dividend of US$1.28 announcedShareholders will receive a dividend of US$1.28. Ex-date: 8th April 2024 Payment date: 23rd April 2024 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €378, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 11x in the Insurance industry in Germany.
Recent Insider Transactions • Mar 03Non-Independent Director recently sold €3.8m worth of stockOn the 29th of February, John Borneman sold around 10k shares on-market at roughly €377 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.
お知らせ • Feb 29Erie Indemnity Company Announce Dividend of Class A, Payable on April 23, 2024Erie Indemnity Company announced dividend of Class A Rate Per Share is $1.275. Ex-Dividend Date is April 8, 2024. Record Date is April 9, 2024. Payable Date is April 23, 2024.
Reported Earnings • Feb 27Full year 2023 earnings released: EPS: US$9.66 (vs US$5.71 in FY 2022)Full year 2023 results: EPS: US$9.66 (up from US$5.71 in FY 2022). Revenue: US$3.27b (up 15% from FY 2022). Net income: US$446.1m (up 49% from FY 2022). Profit margin: 14% (up from 11% in FY 2022). The increase in margin was driven by higher revenue.
お知らせ • Feb 09Erie Indemnity Company to Report Q4, 2023 Results on Feb 26, 2024Erie Indemnity Company announced that they will report Q4, 2023 results After-Market on Feb 26, 2024
Upcoming Dividend • Dec 29Upcoming dividend of US$1.28 per share at 1.4% yieldEligible shareholders must have bought the stock before 05 January 2024. Payment date: 23 January 2024. Payout ratio is a comfortable 62% and the cash payout ratio is 80%. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.9%).
お知らせ • Dec 08Erie Indemnity Company Declares Regular Dividend, Payable on January 23, 2024At its regular meeting held December 5, 2023, the Board of Directors of Erie Indemnity Company approved to increase the regular quarterly cash dividend from $1.19 to $1.275 on each Class A share and from $178.50 to $191.25 on each Class B share. This represents a 7.1% increase in the payout per share over the current dividend rate. The next quarterly dividend is payable January 23, 2024, to shareholders of record as of January 8, 2024, with a dividend ex-date of January 5, 2024.
お知らせ • Oct 28Lorianne Feltz to Retire as Executive Vice President of Claims & Customer Service of Erie Indemnity Company on May 30, 2024Erie Indemnity Company announced that on October 24, 2023, Lorianne Feltz informed the Company of her intention to retire as Executive Vice President of Claims & Customer Service on May 30, 2024. Feltz, 54, has served as Executive Vice President of Claims & Customer Service since 2016. She has worked at the Company for 34 years, holding numerous positions of increasing responsibility throughout her tenure. The Company will immediately begin a search for her replacement.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$2.51 (vs US$1.61 in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (up from US$1.61 in 3Q 2022). Revenue: US$858.9m (up 16% from 3Q 2022). Net income: US$131.0m (up 55% from 3Q 2022). Profit margin: 15% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Insurance industry in Europe.
お知らせ • Oct 07Erie Indemnity Company to Report Q3, 2023 Results on Oct 26, 2023Erie Indemnity Company announced that they will report Q3, 2023 results After-Market on Oct 26, 2023
Upcoming Dividend • Sep 27Upcoming dividend of US$1.19 per share at 1.6% yieldEligible shareholders must have bought the stock before 04 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €242, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 10x in the Insurance industry in Germany.
お知らせ • Aug 03Erie Insurance Announces Management ChangesErie Insurance announced the promotion of Karen Skarupski to senior vice president, Human Resources. Skarupski succeeds Sean Dugan, who was promoted to executive vice president, Human Resources & Corporate Services in January 2023. During her 32 years with ERIE, Skarupski has held several leadership roles in law, human resources, compliance and privacy, and has served as VP, corporate privacy officer, since 2018. Skarupski began her ERIE career in 1991 when she left private law practice to join ERIE's Law Division working primarily on employment-related legal matters. For nearly 20 years, she provided counsel to company HR leaders on employee benefits, diversity and inclusion, compensation, leave and disability issues, compliance and training, and workplace safety and health. She also served as interim division officer for Human Resources in 2008. Skarupski holds a bachelor's degree in history from Allegheny College and a juris doctor degree from Case Western Reserve University. She is also a Certified Information Privacy Manager and a Certified Information Privacy Professional. Skarupski is a member of the Erie and Pennsylvania Bar Associations, the Property Casualty Insurers Association of America and serves as a trustee of the Erie County Bar Foundation.
お知らせ • Jul 28Erie Indemnity Company Approves Quarterly Dividend on Class A Common Stock, Payable on October 20, 2023At its meeting on July 25, 2023, Erie Indemnity Company's Board of Directors approved the following quarterly dividend of $1.19 per share on Class A common stock. The dividend is payable on October 20, 2023 with Ex-Dividend Date of October 4, 2023 and Record Date of October 5, 2023.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$2.55 (vs US$1.53 in 2Q 2022)Second quarter 2023 results: EPS: US$2.55 (up from US$1.53 in 2Q 2022). Revenue: US$839.9m (up 16% from 2Q 2022). Net income: US$117.9m (up 47% from 2Q 2022). Profit margin: 14% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Insurance industry in Germany.
お知らせ • Jul 13Erie Indemnity Company to Report Q2, 2023 Results on Jul 27, 2023Erie Indemnity Company announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 27, 2023
お知らせ • Jun 25Erie Indemnity Company(NasdaqGS:ERIE) dropped from Russell 1000 Value-Defensive IndexErie Indemnity Company(NasdaqGS:ERIE) dropped from Russell 1000 Value-Defensive Index
Board Change • May 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Sal Correnti was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.