ERIE · 10-Q · 2026Q3

ERIE INDEMNITY CO

Filed 2026-10-29 · Financials · View original filing on EDGAR

Everything ERIE's SEC filings said, ranked

Ranked Events

• Customer Revenue ConcentrationImportance 63 · Surprise 32
  The Erie Insurance Exchange is Indemnity’s sole customer, and Indemnity’s earnings are largely generated from management fees based on Exchange premiums. The Exchange’s statutory direct written premiums grew 2.9% to…
• Market Demand TrendsImportance 54 · Surprise 40
  The Exchange’s direct and affiliated assumed premiums written increased 1.8% to $3.5 billion in the third quarter of 2026, driven by growth in commercial lines and homeowners, partly offset by lower private passenger…
• Net Investment Income TrendsImportance 53 · Surprise 48
  Total investment income decreased 7.8% to $19.9 million in the third quarter of 2026 but increased 6.4% to $64.5 million in the first nine months, compared with 2025. Net investment income increased 20.8% to $25.4…
• Investment Portfolio and LiquidityImportance 49 · Surprise 32
  Total investments were $1.739 billion at September 30, 2026, up from $1.602 billion at December 31, 2025; available-for-sale securities totaled $1.411 billion and equity securities totaled $166.8 million. Net…
• Operating Expense TrendsImportance 49 · Surprise 32
  Cost of policy issuance and renewal services rose 3.6% to $665.0 million in the third quarter of 2026 and 4.0% to $1.994 billion in the first nine months, primarily reflecting higher agent incentive compensation,…
• Revenue Performance and MixImportance 49 · Surprise 32
  Management fee revenue for policy issuance and renewal services rose 2.6% to $847.0 million in the third quarter of 2026 and 3.8% to $2.5 billion in the first nine months, while the management fee rate was 25% in both…
• Operating Cash Flow and CapexImportance 42 · Surprise 14
  Net cash provided by operating activities was $520.2 million in the first nine months of 2026, compared with $515.1 million in 2025. Higher management fees received added $101.9 million, while lower administrative…

Revenue by Product (in thousands)