Erie Indemnity Company (ERIE) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Erie Indemnity Company  (NASDAQ: ERIE)
    Sector • Financial    Industry • Insurance Brokerage
   Industry • Insurance Brokerage
   Sector • Financial


Erie Indemnity's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Erie Indemnity's ROI in the second quarter of 2026?
Erie Indemnity Company achieved a return on average invested assets (ROI) of 23.31 % in its second quarter of 2026, this is above ERIE's average return on investment of 15.87%.
Erie Indemnity Companys investments during the 12 months ending in the second quarter of 2026 are valued at $2 billion

ROI fell compared to the first quarter of 2026, despite the net income growth of 19.82% from the first quarter of 2026.

Within the Financial sector 25 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 83 to 241.

Definition and Formula of Return on Investment



Return On Investment (Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
(Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 15.6 % 16.56 % 17.33 % 17.89 % 18.38 %
Y / Y Net Income Change TTM -7.67 % -6.97 % 17.57 % 100.16 % 281.3 %
Investment (TTM) in Millions 2,589 2,477 2,410 2,427 2,267
Return On Investment (TTM) 23.31 % 23.86 % 24.16 % 29.01 % 29.18 %
ERIE's Overall Ranking # 241 # 83 # 149 # 179 # 169
Seq. Investment Change TTM 3.36 % 3.47 % 3.62 % 4.31 % 4.22 %
Seq. Net Income Change TTM 0.98 % 2.16 % -13.68 % 3.68 % 1.76 %
Net Income (TTM) in Millions 577 571 559 648 625




Return On Investment ERIE's Ranking
Within: No.
Industry # 1
Sector # 26
Overall # 241

Return On Investment Statistics
High Average Low
30.11 %
15.87 %
2.6 %
(Dec 31 2024)   (Sep 30 2011)







Financial Statements
Erie Indemnity's II. Quarter Investments $ 2,589 Millions ERIE's Balance sheet
Erie Indemnity's II. Quarter Income $ 180 Millions Quarterly ERIE's Income Statement
ERIE's Income by Division See ERIE's Income by Division


ERIE Annual Return On Investment (Dec 31 2025)
2025
(Dec 31 2024)
2024
(Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
Total Investments in Millions 2,410 2,086 1,763 1,574 1,611
Y / Y Investment Growth 15.52 % 18.33 % 11.98 % -2.29 % 8.17 %
Net Income in Millions 559 600 446 299 298
Y / Y Net Income Growth -6.83 % 34.58 % 49.4 % 0.24 % 1.55 %
Annual Return On Investment 23.21 % 28.78 % 25.3 % 18.96 % 18.49 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 23.21 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Insurance Brokerage Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
ERIE's Roi Ratio versus Insurance Brokerage Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for ERIE's Competitors
Subscribers only: Roi for Erie Indemnity's Suppliers
Subscribers only: Return On Investment for ERIE's Customers

Other Ratios
ERIE's Roa ERIE's Inventory Turnover Ratio ERIE's Growth Rates ERIE's Dividend Statistics
ERIE's Profitability Ratios ERIE's Asset Turnover Ratio ERIE's Dividend Growth
ERIE's Roe ERIE's Valuation Ratios ERIE's Financial Strength Ratios ERIE's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
United States 12 month Oil Fund Lp  55.68 %
Dave Inc   48.43 %
United States Oil Fund Lp  46.99 %
United States 12 month Natural Gas Fund Lp  45.69 %
Abrdn Silver Etf Trust  38.14 %
Suro Capital Corp   34.86 %
Site Centers Corp   31.22 %
Corvel Corporation  29.42 %
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %


Date modified: 2026-09-12T18:27:48+00:00



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