Erie Indemnity Company (ERIE) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 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 third quarter of 2026 to the third quarter of 2025 and 5 Year Period

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

What is Erie Indemnity's ROI in the third quarter of 2026?
Erie Indemnity Company achieved a return on average invested assets (ROI) of 22.74 % in its third quarter of 2026, this is above ERIE's average return on investment of 16.02%.
Erie Indemnity Companys investments during the 12 months ending in the third quarter of 2026 are valued at $2 billion

ROI fell compared to the second quarter of 2026, despite the net income growth of 0.94% from the second quarter of 2026.

Within the Financial sector 28 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2026 from 83 to 238.

Definition and Formula of Return on Investment



Return On Investment (Sep 30 2026)
III. Quarter
(Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM 13.4 % 15.6 % 16.56 % 17.33 % 18.06 %
Y / Y Net Income Change TTM -11.09 % -7.67 % 26.9 % 79.36 % 305.42 %
Investment (TTM) in Millions 2,657 2,589 2,477 2,410 2,427
Return On Investment (TTM) 22.74 % 23.31 % 23.86 % 24.16 % 29.01 %
ERIE's Overall Ranking # 238 # 83 # 149 # 179 #
Seq. Investment Change TTM 2.33 % 3.36 % 3.47 % 3.62 % 4.31 %
Seq. Net Income Change TTM -0.15 % 0.98 % 2.16 % -13.68 % 3.68 %
Net Income (TTM) in Millions 576 577 571 559 648




Return On Investment ERIE's Ranking
Within: No.
Industry # 1
Sector # 29
Overall # 238

Return On Investment Statistics
High Average Low
30.11 %
16.02 %
2.71 %
(Dec 31 2024)   (Dec 31 2011)







Financial Statements
Erie Indemnity's III. Quarter Investments $ 2,657 Millions ERIE's Balance sheet
Erie Indemnity's III. Quarter Income $ 182 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 Sep 30 2026, within Financial Sector ROI
Managed Futures Premier Graham L p   61.10 %
Ceres Tactical Systematic L p   56.19 %
Ceres Orion L p   54.77 %
Corecivic Inc   47.73 %
United States Gasoline Fund Lp  38.68 %
Site Centers Corp   38.46 %
United States Oil Fund Lp  35.25 %
Brookfield Asset Management Ltd   30.81 %
Gigcapital7 Corp   28.31 %
Sei Investments Company  27.68 %
Exzeo Group Inc   26.72 %
National Health Investors Inc   25.79 %
United States 12 month Oil Fund Lp  24.82 %
Miami International Holdings Inc   24.06 %
Moody s Corporation  23.29 %
Artisan Partners Asset Management Inc   22.74 %
Erie Indemnity Company  22.54 %
Federated Hermes Inc   21.82 %
Ltc Properties Inc  21.37 %
Slide Insurance Holdings Inc   21.05 %
Cohen and Steers Inc   20.07 %
Cboe Global Markets Inc   17.86 %
Mntn Inc   17.25 %
United States Brent Oil Fund Lp  17.08 %
Hamilton Lane Incorporated  17.03 %
Alexanders Inc  16.87 %
Hci Group Inc   16.69 %
Morningstar inc   15.61 %
Price T Rowe Group Inc  15.55 %
Greenlight Capital Re Ltd   11.84 %


Date modified: 2026-10-30T13:09:26+00:00



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