Company / Return on Equity (ROE)
Erie Indemnity Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
24.5%
FY2025
5-year range
20.6% / 30.2%
FY2021-FY2025
Trend
-18.9%
vs FY2024
Sector context
#49 of 390
Financials
What the data says
Erie Indemnity's return on equity (roe) of 24.5% is higher than 87% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 20.6% in FY2022 to 30.2% in FY2024.
Based on SEC 10-K filings.
24.5% in FY2025 with a 5-year CAGR of -0.2%. Top quartile in the Financials sector.
Declined from 26.8% to 24.5% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +3.9pp
- 5-Year Change
- -0.2pp
- 10-Year Change
- -
Sector benchmark
+39.7% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 18.9% year-over-year.
- Currently 7.0pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2024.
- Lowest return on equity (roe) in the period was in FY2022.
Company context
Key Data Points
- Altman Z-Score 3.70 (safe zone, above 2.9 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 28.1%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 24.5% | -18.9% |
| FY2024 | 30.2% | +12.6% |
| FY2023 | 26.8% | +30.2% |
| FY2022 | 20.6% | -7.1% |
| FY2021 | 22.2% | -10.1% |
| FY2020 | 24.7% | -11.7% |
| FY2019 | 28.0% | -5.5% |
| FY2018 | 29.6% | +28.8% |
| FY2017 | 23.0% | -10.8% |
| FY2016 | 25.8% | +13.4% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026