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Erie Indemnity Company ERIE Investment and other (expense) income, net

Investment and other (expense) income, net at other companies

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Segments

By segment

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Management Operations$22.12M+13.2%

Other financials

Income statement

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Revenue$1.0B+2.3%
Operating income$166.8M+10.2%
Net income$150.5M+8.7%
EPS (diluted)$2.88+8.7%

Balance sheet

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Cash & equivalents$268.6M+3.2%
Total debt$40.0M-57.8%
Total equity$2.4B+13.8%
Total assets$3.4B+13.8%

Cash flow

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Operating cash flow$91.9M-22.2%
CapEx$37.4M+26.1%
Free cash flow$54.5M-38.4%

Valuation

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Market cap$11.56B-40.0%
P/E20.2×-11.2×
P/S2.8×-2.1×

Profitability

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Operating margin17.9%+0.3pp
Net margin14%-1.8pp
FCF margin13.1%+0.1pp

Returns & leverage

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Return on equity25.8%-6.5pp
Debt / equity0.0×
Current ratio1.3×-0.1×

Where this comes from

Reported directly by Erie Indemnity Company in its filing.

Tagged under the XBRL concept us-gaap:InvestmentIncomeNonoperating.

The official record: Erie Indemnity Company’s 10-Q, filed April 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Erie Indemnity Company's investment and other (expense) income, net?
Erie Indemnity Company (ERIE) reported investment and other (expense) income, net of $22.12M in Q1 2026.
How has Erie Indemnity Company's investment and other (expense) income, net changed year-over-year?
Erie Indemnity Company's investment and other (expense) income, net increased by 13.2% year-over-year, from $19.54M to $22.12M.
What is the long-term trend for Erie Indemnity Company's investment and other (expense) income, net?
Over 3 years (2021 to 2025), Erie Indemnity Company's investment and other (expense) income, net has grown at a 8.0% compound annual growth rate (CAGR), from $67.33M to $84.86M.
What does investment and other (expense) income, net mean?
Miscellaneous income or expenses derived from non-core financial activities.
How do you interpret investment and other (expense) income, net?
Fluctuations here are usually non-recurring and should be analyzed to understand their impact on net income.
How does investment and other (expense) income, net compare across companies?
Common in companies with complex balance sheets and diverse non-operating financial interests.