ERIE · 8-K · 20261029PR068265

Net Investment Income Trends

ERIE INDEMNITY CO · 2026-10-29 · Importance 29 · Surprise 22 · From source text

Net investment income was $71.5 million in the first nine months of 2026, up from $61.0 million in the first nine months of 2025, an increase of approximately 17.2%. Income from investments before taxes totaled $64.5 million, compared with $60.7 million in the prior-year period. Net realized and unrealized losses were $5.7 million, versus gains of $2.3 million in the first nine months of 2025.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomepositiverealized+1.0%Net investment income was $71.5 million in the first nine months of 2026, compared with $61.0 million in the first nine months of 2025.
operating_incomepositiverealized+0.4%Income from investments before taxes was $64.5 million in the first nine months of 2026, compared with $60.7 million in the first nine…