Stocks / ERIE
ERIE stock forecast
ERIE INDEMNITY CO · Financial Services · Insurance Brokers
The model's rating
Greatly Outperform
ERIE is rated Greatly Outperform as of October 16, 2026: its medium-term return forecast is in the top fifth of the stocks the model scores.
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ERIE is not among the 20 largest holdings published for 2026 Q4. See the portfolio
ERIE against the S&P 500
| Period | ERIE | S&P 500 (SPY) |
|---|---|---|
| 1 month | -0.1% | +1.5% |
| 3 months | +7.9% | +2.9% |
| Year to date | -13.0% | +12.8% |
| 1 year | -20.0% | +16.8% |
Total return, dividends included.
Key numbers
| Price | $243.71 |
| Market cap | 11.26 Billion |
| P/E (trailing 12 months) | 19.7 |
| P/S (trailing 12 months) | 2.7 |
| P/B (latest quarter) | 4.4 |
| Gross margin | 17.9% |
| Net profit margin | 14.0% |
| Return on equity | 24.5% |
| Beta | -0.4 |
As of July 30, 2026.
ERIE and its closest peers
| Stock | Company | Market cap | Model rating | |
|---|---|---|---|---|
| BRO | BROWN & BROWN INC | 23.22 Billion | Outperform | BRO vs ERIE |
| WTW | WILLIS TOWERS WATSON PLC | 29.3 Billion | Underperform | WTW vs ERIE |
| AON | AON PLC | 62.06 Billion | Outperform | AON vs ERIE |
| AJG | ARTHUR J GALLAGHER & CO | 65.33 Billion | Underperform | |
| MRSH | MARSH & MCLENNAN COMPANIES INC | 89.56 Billion | Outperform |
Questions
What does the Upfront Investment model say about ERIE?
The model rates ERIE INDEMNITY CO (ERIE) "Greatly Outperform" as of October 16, 2026, which means its medium-term return forecast is in the top fifth of the stocks the model scores. The rating is a statistical forecast, not a recommendation to buy or sell.
How is the ERIE rating produced?
A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.
Is ERIE in the Upfront Investment model portfolio?
ERIE is not among the 20 largest holdings published for 2026 Q4.
The rating is generated by The Upfront Model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.