Erie Indemnity Co
ERIEFinancial·Insurance Brokers·USA·Large·NASD·Nov 11 • 3:59 PM ET
272.18+0.09 (0.03%)
2026-11-12 03:42 CET
Market cap
12,675.53 USD m
Revenue, TTM
4,121.30 USD m
Net income, TTM
576.14 USD m
Free cash flow, TTM
554.04 USD m
EPS diluted, TTM
10.94
P/E
24.89
Price
ERIE against its 20, 50 and 200-day averages2050200beat
9.8% under the 52-week high of 301.61 on 21 Nov 2025. 52-week low 204.63 on 3 Jun 2026. Last 15 sessions, 21.4% high to low
Volume 0.57× normal · the line is the 50-bar volume average
Profile
ERIE52-week range, 70% of the way up
204.63301.61
Erie Indemnity Co. engages in the insurance business and operates as an attorney-in-fact. It manages affairs at the Erie Insurance Exchange for the benefit of the policyholders. It covers policies in auto and leisure, home and property, life, and business insurance. The company was founded by Henry Orth Hirt and Ollie Grover Crawford on April 4, 1925, and is headquartered in Erie, PA.
| Index | S&P 500 |
|---|---|
| Employees | 6667 |
| IPO | Oct 02, 1995 |
| Beta | 0.22 |
| ATR, 14d | 8.99 |
| Rel volume | 0.57 |
| Short float | 9.99% |
| Insider own | 46.53% |
| Inst own | 46.28% |
Snapshot
6 groupsValuation
| Index | S&P 500 |
|---|---|
| Market Cap | 12.68B |
| Enterprise Value | 12.25B |
| Income | 576.14M |
| Sales | 4.12B |
| Book/sh | 54.81 |
| Cash/sh | 9.10 |
| Dividend Est. | - |
| Dividend TTM | 5.85 (2.15%) |
| Dividend Ex-Date | Oct 05, 2026 |
| Dividend Gr. 3/5Y | 7.15% 7.19% |
| Payout | 52.35% |
| Employees | 6667 |
| IPO | Oct 02, 1995 |
Ratios
| P/E | 24.89 |
|---|---|
| Forward P/E | 20.42 |
| PEG | - |
| P/S | 3.08 |
| P/B | 4.97 |
| P/C | 29.92 |
| P/FCF | 22.88 |
| EV/EBITDA | 15.11 |
| EV/Sales | 2.97 |
| Quick Ratio | 1.31 |
| Current Ratio | 1.31 |
| Debt/Eq | 0.00 |
| LT Debt/Eq | 0.00 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 10.94 |
|---|---|
| EPS next Y | 13.33 |
| EPS next Q | 2.95 |
| EPS this Y | 20.30% |
| EPS next Y | 3.65% |
| EPS next 5Y | - |
| EPS past 3/5Y | 23.27% 13.78% |
| Sales past 3/5Y | 12.93% 9.90% |
| EPS Y/Y TTM | -11.09% |
| Sales Y/Y TTM | 1.97% |
| EPS Q/Q | -0.46% |
| Sales Q/Q | 0.17% |
| Earnings | Oct 29 AMC |
| EPS/Sales Surpr. | 2.05% -12.53% |
Ownership
| Insider Own | 46.53% |
|---|---|
| Insider Trans | 0.03% |
| Inst Own | 46.28% |
| Inst Trans | 1.92% |
| ROA | 16.49% |
| ROE | 23.70% |
| ROIC | 22.57% |
| Gross Margin | 17.83% |
| Oper. Margin | 17.72% |
| Profit Margin | 13.98% |
| SMA20 | 5.11% |
| SMA50 | 11.58% |
| SMA200 | 11.46% |
| Trades | - |
Technical
| Shs Outstand | 46.19M |
|---|---|
| Shs Float | 24.90M |
| Short Float | 9.99% |
| Short Ratio | 10.47 |
| Short Interest | 2.49M |
| 52W High | 301.61 -9.76% |
| 52W Low | 204.63 33.01% |
| Volatility | 3.02% 3.16% |
| ATR (14) | 8.99 |
| RSI (14) | 62.11 |
| Beta | 0.22 |
| Rel Volume | 0.57 |
| Avg Volume | 237.63K |
| Volume | 135,070 |
Performance
| Perf Week | -2.78% |
|---|---|
| Perf Month | 17.91% |
| Perf Quarter | 6.39% |
| Perf Half Y | 27.99% |
| Perf YTD | -5.05% |
| Perf Year | -3.71% |
| Perf 3Y | -2.22% |
| Perf 5Y | 17.99% |
| Perf 10Y | 157.55% |
| Recom | 2.00 |
| Target Price | 115.00 |
| Prev Close | 272.09 |
| Price | 272.18 |
| Change % | 0.03% |
Analyst ratings
latest 2 of 2| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Mar 08, 2010 | Downgrade | SStifel Nicolaus | Buy → Hold | ||
| Oct 10, 2008 | Upgrade | SStifel Nicolaus | Hold → Buy | $45 | -83.5% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| BRO | Brown & Brown Inc | 23.68B |
| CINF | Cincinnati Financial Corp | 29.13B |
| SIGI | Selective Insurance Group Inc | 6.08B |
| THG | Hanover Insurance Group Inc | 8.54B |
| AJG | Arthur J. Gallagher & Co | 72.31B |
| ALL | Allstate Corp | 64.88B |
| GSHD | Goosehead Insurance Inc | 1.64B |
| TRV | Travelers Companies Inc | 81.87B |
| PGR | Progressive Corp | 135.30B |
| HMN | Horace Mann Educators Corp | 2.16B |
Insider trading
2 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Vorsheck Elizabeth A | Director | Jun 02 '26 | Buy | 204.79 | 7,000 | 1,433,500 | 3,004,000 | Jun 04 11:07 AM |
| DaBreo Anthony | Senior Vice President, Life | May 08 '26 | Sale | 217.10 | 465 | 100,952 | 909 | May 13 09:59 AM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| RSP | Invesco S&P 500 Equal Weight ETF | AUM: 104.94B |
| SCHD | Schwab US Dividend Equity ETF | AUM: 122.69B |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | AUM: 12.29B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VOO | Vanguard S&P 500 ETF | AUM: 1054.75B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| IVV | iShares Core S&P 500 ETF | AUM: 871.38B |
| SPY | SPDR S&P 500 ETF Trust | AUM: 793.23B |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | AUM: 22.34B |
| SDY | State Street SPDR S&P Dividend ETF | AUM: 22.68B |
News
latest 14 of 200- Erie Indemnity Edges Past EPS Consensus, But Flat Profit And Slowing Fee Growth Keep The Growth Problem Front And Center (Earnings Whispers)
- Erie Indemnity: Q3 Earnings Snapshot (Associated Press)
- Erie Indemnity Reports Third Quarter 2026 Results (PR Newswire)
- Erie Indemnity's Q3 Test: Can Online Quoting And New Auto Products Halt Shrinking Policy Counts? (Earnings Whispers) +5.19%
- Erie Indemnity to host third quarter 2026 pre-recorded conference call and webcast (PR Newswire)
- Bloomberg 500 (B500) Index Adds Ten Securities Following September Reconstitution (PR Newswire)
- Erie Indemnity Co. Cl A stock underperforms Tuesday when compared to competitors (MarketWatch)
- Insurance ETFs Top Defensive Sector Chart In July As Investors Look To Pivot Slightly From Chips And AI (Stocktwits)
- Erie Indemnity Co (ERIE) (Q2 2026) Earnings Call Highlights: Underwriting Turnaround and ... (GuruFocus.com)
- Erie Indemnity: Q2 Earnings Snapshot (Associated Press) -5.99%
- Erie Indemnity Reports Second Quarter 2026 Results (PR Newswire)
- US Insurers Rally as Stocks Shift from AI Loser to Safe Haven (Bloomberg) +6.21%
- Erie Indemnity to host second quarter 2026 pre-recorded conference call and webcast (PR Newswire)
- Erie Indemnity Co. Cl A stock underperforms Wednesday when compared to competitors (MarketWatch) -11.86% +7.49%
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-29 | 3.480 | 3.410 | 3.480 | 1,070 | 1,223 | 1 |
| 2026Q2 | 2026-07-30 | 3.450 | 3.350 | 3.422 | 1,090 | 1,089 | 1 |
| 2026Q1 | 2026-04-23 | 2.880 | 3.060 | 2.856 | 1,012 | 1,088 | 1 |
| 2025Q4 | 2026-02-23 | 1.210 | 1.590 | 1.203 | 951.02 | 975.56 | 1 |
| 2025Q3 | 2025-10-30 | 3.500 | 3.370 | 3.471 | 1,067 | 1,116 | 1 |
| 2025Q2 | 2025-08-07 | 3.340 | 3.476 | 3.316 | 1,060 | 1,088 | 2 |
| 2025Q1 | 2025-04-24 | 2.650 | 3.095 | 2.627 | 989.4 | 986.48 | 2 |
| 2024Q4 | 2025-02-27 | 2.910 | 2.820 | 2.885 | 924.09 | 925.12 | 1 |
| 2024Q3 | 2024-10-31 | 3.060 | 2.990 | 3.034 | 999.89 | 985.1 | 1 |
| 2024Q2 | 2024-07-25 | 3.130 | 2.550 | 3.111 | 990.44 | 933.96 | 1 |
| 2024Q1 | 2024-04-25 | 2.380 | 2.330 | 2.364 | 880.7 | 835.61 | 1 |
| 2023Q4 | 2024-02-26 | 2.120 | 2.130 | 2.106 | 817.67 | 772.57 | 1 |
| 2023Q3 | 2023-10-26 | 2.510 | 2.060 | 2.487 | 858.94 | 830.02 | 1 |
| 2023Q2 | 2023-07-27 | 2.250 | 1.910 | 2.237 | 839.87 | 803.82 | 1 |
| 2023Q1 | 2023-04-27 | 1.650 | 1.560 | 1.637 | 752.47 | 705 | 1 |
| 2022Q4 | 2023-03-01 | 1.250 | 1.320 | 1.243 | 700.64 | 675.64 | 1 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2016FY | 4.010 | 3.947 | 3.983 | 1,597 | - |
| 2017FY | 3.953 | 4.053 | 3.737 | 1,692 | - |
| 2018FY | 5.510 | - | 5.470 | 2,382 | - |
| 2019FY | 6.060 | 6.220 | 6.012 | 2,477 | 2,482 |
| 2020FY | 5.610 | 5.500 | 5.566 | 2,536 | 2,527 |
| 2021FY | 5.690 | 5.770 | 5.653 | 2,634 | 2,630 |
| 2022FY | 5.710 | 5.780 | 5.668 | 2,840 | 2,815 |
| 2023FY | 8.530 | 8.530 | 8.467 | 3,269 | 3,223 |
| 2024FY | 11.480 | 11.325 | 11.394 | 3,795 | 3,796 |
| 2025FY | 10.690 | 11.080 | 10.690 | 4,067 | 4,092 |
| 2026FY | - | 12.860 | - | - | 4,131 |
| 2027FY | - | 13.330 | - | - | 4,137 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-10-30 | 1 | 0 | 1 | 958.98 | 958.98 | 958.98 |
| 2026Q4 | S | 2026-10-29 | 1 | 1 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2026-10-08 | 1 | 1 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2026-07-31 | 1 | 0 | 1 | 975.81 | 975.81 | 975.81 |
| 2026Q4 | S | 2026-07-11 | 1 | 0 | 0 | 986.27 | 986.27 | 986.27 |
| 2026Q4 | S | 2026-04-27 | 1 | 0 | 1 | 986.27 | 986.27 | 986.27 |
| 2026Q4 | S | 2026-04-24 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2026-02-24 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2025-11-11 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2025-11-10 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2025-11-09 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2025-11-08 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2025-11-07 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
| 2026Q4 | S | 2025-11-06 | 1 | 0 | 0 | 1,112 | 1,112 | 1,112 |
Estimate history
| EPS, annual | 3.737 | 5.47 | 6.012 | 5.566 | 5.653 | 5.668 | 8.467 | 11.394 | 10.616 | 10.9361 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 3.034 | 2.885 | 2.627 | 3.316 | 3.471 | 1.203 | 2.856 | 3.422 | 3.455 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 1693.108 | 2380.935 | 2482.277 | 2537.356 | 2639.033 | 2824.21 | 3259.903 | 3794.709 | 4067.657 | 4121.3 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 1000.175 | 925.295 | 989.243 | 1059.681 | 1067.376 | 951.199 | 1012.028 | 1088.865 | 1069.205 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 4,121.30 | 4,067.66 | 3,794.71 | 3,259.90 | 2,824.21 | 2,639.03 | 2,537.36 | 2,482.28 | 2,380.93 |
| Total Expenses | 3,390.93 | 3,348.14 | 3,115.03 | 2,745.49 | 2,475.28 | 2,315.99 | 2,192.81 | 2,118.84 | 2,038.98 |
| Operating Income | 730.37 | 719.52 | 679.68 | 514.42 | 348.93 | 323.04 | 344.55 | 363.44 | 341.96 |
| Unusual Expense | 2.02 | 3.31 | 4.12 | 9.77 | 0.67 | -0.21 | 3.28 | 0.20 | 1.58 |
| Net Income Before Taxes | 733.51 | 710.60 | 757.28 | 561.94 | 376.45 | 376.40 | 368.51 | 396.70 | 371.32 |
| Income Taxes | 157.37 | 151.27 | 156.97 | 115.88 | 77.88 | 78.54 | 75.21 | 79.88 | 83.10 |
| Consolidated Net Income | 576.14 | 559.34 | 600.31 | 446.06 | 298.57 | 297.86 | 293.30 | 316.82 | 288.22 |
| Net Income From Continuing Operations | 576.14 | 559.34 | 600.31 | 446.06 | 298.57 | 297.86 | 293.30 | 316.82 | 288.22 |
| Net Income | 576.14 | 559.34 | 600.31 | 446.06 | 298.57 | 297.86 | 293.30 | 316.82 | 288.22 |
| EPS (Recurring) | 10.96 | 10.66 | 11.45 | 8.60 | 5.68 | 5.65 | 5.61 | 6.01 | 5.49 |
| EPS (Basic, Before Extraordinaries) | 12.37 | 12.01 | 12.89 | 9.58 | 6.41 | 6.40 | 6.30 | 6.80 | 6.19 |
| EPS (Diluted) | 10.94 | 10.62 | 11.39 | 8.47 | 5.67 | 5.65 | 5.57 | 6.01 | 5.47 |
| Non-Operating Income (Expense) | 5.15 | -5.61 | 81.72 | 57.28 | 30.20 | 57.28 | 27.98 | 34.31 | 33.40 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 24.89 | 24.89 | 38.84 | 44.04 | 45.41 | 34.03 | 44.12 | 27.39 | 24.18 |
| Price To Sales Ratio | 2.80 | 3.71 | 5.72 | 5.41 | 4.64 | 3.85 | 5.10 | 3.52 | 2.95 |
| Gross Margin | 17.83 | 17.64 | 17.82 | 15.68 | 12.76 | 12.25 | 13.36 | 14.60 | 14.41 |
| Operating Margin | 17.72 | 17.69 | 17.91 | 15.78 | 12.35 | 12.24 | 13.58 | 14.64 | 14.36 |
| Net Margin | 13.98 | 13.75 | 15.82 | 13.68 | 10.57 | 11.29 | 11.56 | 12.76 | 12.11 |
| Shares Outstanding | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 |
| Market Capitalization | 12,675.53 | 12,675.53 | 19,197.72 | 15,597.36 | 11,582.99 | 8,972.25 | 11,437.69 | 7,668.25 | 6,158.16 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,069.20 | 1,088.87 | 1,012.03 | 951.20 | 1,067.38 | 1,059.68 | 989.24 | 925.29 |
| Total Expenses | 867.27 | 884.18 | 846.01 | 793.46 | 857.12 | 860.03 | 837.37 | 757.74 |
| Operating Income | 201.93 | 204.68 | 166.02 | 157.74 | 210.25 | 199.65 | 151.88 | 167.56 |
| Unusual Expense | 0.07 | 0.59 | 0.68 | 0.68 | 0.81 | 0.91 | 0.91 | 0.36 |
| Net Income Before Taxes | 232.75 | 228.08 | 190.33 | 82.35 | 232.76 | 220.75 | 174.75 | 191.81 |
| Income Taxes | 50.77 | 47.78 | 39.85 | 18.97 | 49.91 | 46.06 | 36.33 | 39.78 |
| Consolidated Net Income | 181.99 | 180.29 | 150.47 | 63.38 | 182.85 | 174.69 | 138.42 | 152.03 |
| Net Income From Continuing Operations | 181.99 | 180.29 | 150.47 | 63.38 | 182.85 | 174.69 | 138.42 | 152.03 |
| Net Income | 181.99 | 180.29 | 150.47 | 63.38 | 182.85 | 174.69 | 138.42 | 152.03 |
| EPS (Recurring) | 3.46 | 3.43 | 2.87 | 1.21 | 3.48 | 3.33 | 2.64 | 2.89 |
| EPS (Basic, Before Extraordinaries) | 3.91 | 3.87 | 3.23 | 1.36 | 3.93 | 3.75 | 2.97 | 3.26 |
| EPS (Diluted) | 3.45 | 3.42 | 2.86 | 1.20 | 3.47 | 3.32 | 2.63 | 2.89 |
| Non-Operating Income (Expense) | 30.89 | 23.99 | 24.98 | -74.71 | 23.32 | 22.00 | 23.78 | 24.61 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 24.89 | 22.11 | 23.67 | 23.31 | 26.82 | 29.75 | 36.78 | 38.84 |
| Price To Sales Ratio | 2.80 | 3.07 | 3.24 | 3.71 | 4.15 | 4.60 | 5.66 | 5.72 |
| Gross Margin | 19.33 | 18.66 | 16.49 | 16.60 | 19.63 | 18.76 | 15.29 | 18.21 |
| Operating Margin | 18.89 | 18.80 | 16.40 | 16.58 | 19.70 | 18.84 | 15.35 | 18.11 |
| Net Margin | 17.02 | 16.56 | 14.87 | 6.66 | 17.13 | 16.48 | 13.99 | 16.43 |
| Shares Outstanding | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 | 46.57 |
| Market Capitalization | 12,675.53 | 11,165.25 | 11,703.61 | 13,349.41 | 14,816.84 | 16,150.15 | 19,515.33 | 19,197.72 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 383.21 | 343.00 | 226.07 | 166.36 | 222.10 | 178.96 | 371.93 | 668.76 | 286.91 |
| Short Term Receivables | 749.90 | 718.13 | 634.80 | 533.24 | 485.43 | 503.45 | 474.53 | 463.30 | 480.08 |
| Investment Securities | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Securities In Custody | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | 1,512.21 | 1,165.50 | 1,021.91 | 1,003.49 | 1,054.12 | 1,067.06 | 834.25 | 412.15 | 709.37 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 26.77 | 34.82 | 45.12 |
| Net Property, Plant & Equipment | 571.48 | 513.49 | 442.61 | 413.87 | 374.80 | 279.72 | 243.78 | 130.83 | 83.15 |
| Deferred Tax Assets | 43.82 | 38.65 | 38.64 | 42.78 | 47.59 | 54.77 | 46.39 | 42.45 | 40.69 |
| Other Intangible Assets | 138.69 | 148.49 | 146.57 | 122.50 | 105.47 | 75.60 | 47.79 | 44.37 | 41.83 |
| Total Assets | 3,399.30 | 2,927.26 | 2,510.61 | 2,282.23 | 2,289.51 | 2,159.55 | 2,045.45 | 1,796.68 | 1,687.15 |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 93.83 | 110.22 | 119.78 | 99.73 | 74.73 |
| Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 91.73 | 97.48 | 106.51 | 97.86 | 74.73 |
| Provision for Risks Charges | 33.41 | 28.07 | 26.26 | 51.22 | 130.38 | 164.35 | 145.66 | 116.87 | 207.53 |
| Deferred Tax Liabilities | 68.61 | 45.06 | 50.12 | 56.85 | 47.45 | 42.43 | 29.21 | 18.35 | 21.30 |
| Other Liabilities | 1,013.91 | 866.87 | 771.39 | 725.75 | 675.36 | 654.51 | 617.55 | 588.06 | 526.26 |
| Total Liabilities | 1,115.92 | 940.00 | 847.77 | 833.83 | 947.03 | 971.50 | 912.20 | 823.01 | 829.81 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 2,283.37 | 1,987.26 | 1,662.84 | 1,448.41 | 1,342.48 | 1,188.05 | 1,133.25 | 973.67 | 857.34 |
| Total Shareholders Equity | 2,283.37 | 1,987.26 | 1,662.84 | 1,448.41 | 1,342.48 | 1,188.05 | 1,133.25 | 973.67 | 857.34 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 2,283.37 | 1,987.26 | 1,662.84 | 1,448.41 | 1,342.48 | 1,188.05 | 1,133.25 | 973.67 | 857.34 |
| Total Liabilities & Stockholders Equity | 3,399.30 | 2,927.26 | 2,510.61 | 2,282.23 | 2,289.51 | 2,159.55 | 2,045.45 | 1,796.68 | 1,687.15 |
| Book Value Per Share | 49.03 | 42.67 | 35.71 | 31.10 | 28.83 | 25.51 | 24.33 | 20.91 | 18.41 |
| Tangible Book Value Per Share | 49.03 | 42.67 | 35.71 | 31.10 | 28.83 | 25.51 | 24.33 | 20.91 | 18.41 |
| Full-Time Employees | 6,667 | 6,801 | 6,556 | 6,038 | 5,876 | 5,914 | 5,700 | 5,500 | 5,300 |
| Price to Book Ratio | 4.97 | 9.86 | 9.68 | 8.54 | 6.68 | 9.63 | 6.77 | 6.32 | 6.43 |
| Return on Assets | 17.68 | 22.08 | 18.61 | 13.06 | 13.39 | 13.95 | 16.49 | 16.55 | 12.04 |
| Return on Equity | 26.19 | 32.89 | 28.67 | 21.40 | 23.54 | 25.27 | 30.07 | 31.48 | 23.53 |
| Return on Invested Capital | 24.50 | 30.21 | 26.83 | 20.61 | 20.77 | 22.82 | 25.56 | 26.90 | 21.14 |
| Quick Ratio | 1.27 | 1.43 | 1.31 | 1.17 | 1.21 | 1.17 | 1.52 | 2.14 | 1.57 |
| Current Ratio | 1.27 | 1.43 | 1.31 | 1.17 | 1.21 | 1.17 | 1.52 | 2.14 | 1.57 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | - | 655.36 | 672.14 | 529.63 | 400.80 | 316.84 | 325.19 | 345.65 | 307.20 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 36.41 | 31.29 | -60.89 | -148.43 | -34.65 | 85.95 | 17.40 | 18.88 | -43.62 |
| Cash from Operating Activities | 691.78 | 686.66 | 611.25 | 381.20 | 366.15 | 402.79 | 342.60 | 364.53 | 263.58 |
| Capital Expenditures | -137.74 | -115.69 | -124.84 | -92.65 | -67.20 | -148.80 | -55.53 | -102.04 | -56.30 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 0.00 | 0.01 | 0.78 | 6.01 |
| Purchase or Sale of Investments | -478.98 | -301.00 | -75.77 | -53.01 | -36.88 | -39.69 | -185.09 | -13.68 | -19.96 |
| Purchase of Investments | -1,286.87 | -730.04 | -513.52 | -315.57 | -484.16 | -439.85 | -476.67 | -1,024.66 | -397.23 |
| Sale Or Maturity of Investments | 807.89 | 429.04 | 437.75 | 262.56 | 447.28 | 400.17 | 291.59 | 1,010.98 | 377.27 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 25.00 |
| Cash from Investing Activities | -629.73 | -439.33 | -226.91 | -157.56 | -106.92 | -185.49 | -243.22 | -124.63 | -81.40 |
| Cash Dividends Paid | -267.90 | -254.28 | -237.51 | -221.68 | -206.77 | -192.80 | -272.90 | -167.65 | -156.47 |
| Change in Capital Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | 0.00 | 0.00 | -94.07 | -2.04 | -1.97 | -1.92 | 24.98 |
| Change in Long Term Debt | - | 0.00 | 0.00 | 0.00 | -94.07 | -2.04 | -1.97 | -1.92 | 24.98 |
| Issuance of Long Term Debt | - | - | - | - | - | - | - | - | 24.98 |
| Reduction of Long Term Debt | - | 0.00 | 0.00 | 0.00 | -94.07 | -2.04 | -1.97 | -1.92 | - |
| Net Financing Active Other Cash Flow | -0.02 | 54.42 | 7.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | - | - | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -267.91 | -199.85 | -230.00 | -221.68 | -300.84 | -194.84 | -274.87 | -169.57 | -131.49 |
| Net Change in Cash | -205.86 | 47.48 | 154.34 | 1.97 | -41.61 | 22.46 | -175.50 | 70.32 | 50.70 |
| Free Cash Flow | 554.04 | 570.97 | 486.40 | 288.56 | 298.95 | 253.99 | 287.07 | 262.49 | 207.29 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | 40.35 | 47.69 | 87.26 | 263.80 | 142.15 | 165.88 | 913.65 | 92.25 | 138.25 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 423.60 | 346.59 | 323.48 | 383.21 | 632.70 | 417.19 |
| Short Term Receivables | 796.09 | 767.44 | 757.71 | 749.90 | 791.41 | 781.15 |
| Investments | 1,616.97 | 1,646.22 | 1,520.90 | 1,512.21 | 1,171.11 | 1,237.24 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 594.18 | 593.37 | 579.65 | 571.48 | 557.61 | 519.83 |
| Deferred Tax Assets | - | - | - | 43.82 | - | - |
| Other Intangible Assets | 231.65 | 203.40 | 194.95 | 138.69 | 171.50 | 172.80 |
| Total Assets | 3,662.50 | 3,557.02 | 3,376.68 | 3,399.30 | 3,324.33 | 3,128.21 |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Provision for Risks Charges | 35.38 | 34.70 | 34.02 | 33.41 | 31.07 | 26.82 |
| Deferred Tax Liabilities | 11.17 | 19.09 | 19.98 | 68.61 | 19.78 | 0.48 |
| Other Liabilities | 1,063.23 | 1,036.12 | 969.15 | 1,013.91 | 964.61 | 916.37 |
| Total Liabilities | 1,109.79 | 1,089.91 | 1,023.16 | 1,115.92 | 1,015.45 | 943.67 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 2,552.71 | 2,467.11 | 2,353.52 | 2,283.37 | 2,308.88 | 2,184.55 |
| Total Shareholders Equity | 2,552.71 | 2,467.11 | 2,353.52 | 2,283.37 | 2,308.88 | 2,184.55 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 2,552.71 | 2,467.11 | 2,353.52 | 2,283.37 | 2,308.88 | 2,184.55 |
| Total Liabilities & Stockholders Equity | 3,662.50 | 3,557.02 | 3,376.68 | 3,399.30 | 3,324.33 | 3,128.21 |
| Book Value Per Share | 54.81 | 52.98 | 50.54 | 49.03 | 49.58 | 46.91 |
| Tangible Book Value Per Share | 54.81 | 52.98 | 50.54 | 49.03 | 49.58 | 46.91 |
| Full-Time Employees | - | - | - | 6,667 | - | - |
| Price to Book Ratio | 4.97 | 4.74 | 5.13 | 5.78 | 6.78 | 7.81 |
| Return on Assets | 16.49 | 17.26 | 18.01 | 17.68 | 20.94 | 21.48 |
| Return on Equity | 23.70 | 24.81 | 25.85 | 26.19 | 30.44 | 31.14 |
| Return on Invested Capital | 7.13 | 7.31 | 6.39 | 2.78 | 7.92 | 8.00 |
| Quick Ratio | 1.31 | 1.25 | 1.29 | 1.27 | 1.67 | 1.47 |
| Current Ratio | 1.31 | 1.25 | 1.29 | 1.27 | 1.67 | 1.47 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 213.41 | 214.92 | 91.89 | -483.81 | 219.41 | 177.58 |
| Income Taxes Payable | -47.54 | -100.00 | -0.01 | - | -30.57 | -73.45 |
| Cash from Operating Activities | 213.41 | 214.92 | 91.89 | 171.56 | 219.41 | 177.58 |
| Capital Expenditures | -28.04 | -41.52 | -37.41 | -30.77 | -34.99 | -20.26 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -30.98 | -102.41 | -39.32 | -306.27 | 80.58 | -17.68 |
| Purchase of Investments | -168.75 | -435.12 | -190.35 | -492.66 | -14.18 | -84.93 |
| Sale Or Maturity of Investments | 137.77 | 332.71 | 151.03 | 186.39 | 94.76 | 67.24 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -56.79 | -145.93 | -88.73 | -338.28 | 35.52 | -38.81 |
| Cash Dividends Paid | -68.11 | -68.11 | -68.11 | -63.57 | -63.57 | -63.57 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Long Term Debt | - | - | 0.00 | - | - | - |
| Reduction of Long Term Debt | - | - | 0.00 | - | - | - |
| Net Financing Active Other Cash Flow | -8.72 | 13.40 | -12.31 | 7.61 | 19.17 | 22.45 |
| Other Financing Activities Uses | - | - | -12.31 | - | - | - |
| Cash from Financing Activities | -76.83 | -54.70 | -80.42 | -55.96 | -44.40 | -41.12 |
| Net Change in Cash | 79.79 | 14.29 | -77.26 | -222.68 | 210.52 | 97.65 |
| Free Cash Flow | 185.37 | 173.40 | 54.48 | 140.79 | 184.41 | 157.32 |
| Price to Free Cash Flow | 40.35 | 43.59 | 47.59 | 47.69 | 51.28 | 57.43 |
Revenue breakdown
| Administrative Services Management Fee | 2024: 68.36M 2025: 74.06M |
|---|---|
| Administrative Services Reimbursements | 2024: 806.34M 2025: 836.64M |
| Policy Issuance and Renewal Services | 2024: 2.89B 2025: 3.13B |
| Service Agreement | 2024: 26.35M 2025: 24.76M |
| United States | 2024: 3.80B 2025: 4.07B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 9.99% | 2.5M | 24.9M | 246.61K |
| 2026-10-15 | 9.99% | 2.5M | 24.9M | 259.89K |
| 2026-09-30 | 10.24% | 2.6M | 24.9M | 276.04K |
| 2026-09-15 | 9.59% | 2.4M | 24.9M | 287.34K |
| 2026-08-31 | 10.53% | 2.6M | 24.9M | 282.57K |
| 2026-08-14 | 10.80% | 2.7M | 24.9M | 247.57K |
| 2026-07-31 | 11.43% | 2.8M | 24.9M | 243.26K |
| 2026-07-15 | 11.83% | 2.9M | 24.9M | 229.57K |
| 2026-06-30 | 11.74% | 2.9M | 24.9M | 214.67K |
| 2026-06-15 | 10.77% | 2.7M | 24.9M | 221.41K |
| 2026-05-29 | 10.15% | 2.6M | 25.2M | 229.52K |
| 2026-05-15 | 9.78% | 2.5M | 25.2M | 241.00K |
| 2026-04-30 | 9.23% | 2.3M | 25.2M | 238.22K |
| 2026-04-15 | 9.47% | 2.4M | 25.2M | 231.71K |
| 2026-03-31 | 9.85% | 2.5M | 25.2M | 225.31K |
| 2026-03-13 | 8.82% | 2.2M | 25.2M | 200.60K |
| 2026-02-27 | 8.90% | 2.2M | 25.2M | 189.34K |
| 2026-02-13 | 8.77% | 2.2M | 25.2M | 172.72K |
| 2026-01-30 | 8.53% | 2.1M | 25.2M | 168.21K |
| 2026-01-15 | 8.31% | 2.1M | 25.2M | 157.89K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 155 | 115.3 | 119 | 0.00 | 2.305 | 0.00 | 0.00 | 0.977 | -0.246 | 0.022 |
| call | 160 | 110.1 | 114 | 97.90 | 2.193 | 1.00 | 0.00 | 0.976 | -0.244 | 0.023 |
| call | 165 | 105.2 | 109 | 0.00 | 2.085 | 0.00 | 0.00 | 0.975 | -0.242 | 0.024 |
| call | 170 | 100.2 | 104.1 | 0.00 | 2.003 | 0.00 | 0.00 | 0.974 | -0.240 | 0.025 |
| call | 175 | 95.20 | 99.10 | 83.00 | 1.899 | 2.00 | 0.00 | 0.973 | -0.238 | 0.026 |
| call | 180 | 90.30 | 94.10 | 75.10 | 1.798 | 1.00 | 0.00 | 0.971 | -0.236 | 0.028 |
| call | 185 | 85.20 | 89.10 | 0.00 | 1.699 | 0.00 | 0.00 | 0.969 | -0.233 | 0.029 |
| call | 190 | 80.20 | 84.10 | 0.00 | 1.602 | 0.00 | 0.00 | 0.968 | -0.231 | 0.030 |
| call | 195 | 75.20 | 79.10 | 0.00 | 1.508 | 0.00 | 0.00 | 0.966 | -0.228 | 0.032 |
| call | 200 | 70.40 | 74.10 | 0.00 | 1.415 | 0.00 | 0.00 | 0.964 | -0.225 | 0.033 |
| call | 210 | 60.40 | 64.10 | 0.00 | 1.234 | 0.00 | 0.00 | 0.883 | -0.738 | 0.083 |
| call | 220 | 50.30 | 54.20 | 0.00 | 1.073 | 0.00 | 0.00 | 0.867 | -0.702 | 0.091 |
| call | 230 | 40.50 | 44.30 | 43.95 | 0.913 | 7.00 | 0.00 | 0.848 | -0.658 | 0.100 |
| call | 240 | 30.70 | 34.40 | 12.34 | 0.751 | 423 | 0.00 | 0.821 | -0.606 | 0.110 |
| call | 250 | 21.00 | 25.30 | 18.95 | 0.658 | 118 | 0.00 | 0.773 | -0.584 | 0.127 |
| call | 260 | 12.30 | 16.80 | 22.00 | 0.570 | 136 | 0.00 | 0.707 | -0.498 | 0.145 |
| call | 270 | 6.00 | 10.00 | 23.90 | 0.524 | 42.00 | 0.00 | 0.558 | -0.496 | 0.167 |
| call | 280 | 1.45 | 5.50 | 16.49 | 0.515 | 70.00 | 0.00 | 0.378 | -0.470 | 0.161 |
| call | 290 | 0.00 | 4.90 | 3.60 | 0.670 | 10.00 | 0.00 | 0.283 | -0.528 | 0.143 |
| call | 300 | 0.00 | 4.90 | 2.50 | 0.726 | 10.00 | 0.00 | 0.212 | -0.506 | 0.123 |
| call | 310 | 0.00 | 4.90 | 2.95 | 0.858 | 10.00 | 0.00 | 0.183 | -0.546 | 0.112 |
| call | 320 | 0.00 | 4.90 | 0.00 | 0.986 | 0.00 | 0.00 | 0.165 | -0.587 | 0.105 |
| call | 330 | 0.00 | 3.40 | 0.00 | 1.246 | 0.00 | 0.00 | 0.185 | -0.800 | 0.113 |
| call | 340 | 0.00 | 3.40 | 0.00 | 1.364 | 0.00 | 0.00 | 0.173 | -0.840 | 0.109 |
| call | 350 | 0.00 | 4.90 | 0.00 | 1.322 | 0.00 | 0.00 | 0.132 | -0.678 | 0.090 |
| call | 360 | 0.00 | 4.90 | 0.00 | 1.422 | 0.00 | 0.00 | 0.125 | -0.702 | 0.087 |
| call | 370 | 0.00 | 4.90 | 0.00 | 1.517 | 0.00 | 0.00 | 0.119 | -0.723 | 0.084 |
| put | 155 | 0.00 | 4.90 | 0.00 | 1.945 | 0.00 | 0.00 | -0.022 | -0.244 | 0.022 |
| put | 160 | 0.00 | 4.90 | 0.00 | 1.849 | 0.00 | 0.00 | -0.023 | -0.242 | 0.023 |
| put | 165 | 0.00 | 4.90 | 0.00 | 1.755 | 0.00 | 0.00 | -0.024 | -0.240 | 0.024 |
| put | 170 | 0.00 | 4.90 | 0.00 | 1.664 | 0.00 | 0.00 | -0.026 | -0.237 | 0.025 |
| put | 175 | 0.00 | 4.90 | 0.00 | 1.575 | 0.00 | 0.00 | -0.027 | -0.235 | 0.026 |
| put | 180 | 0.00 | 4.90 | 0.00 | 1.488 | 0.00 | 0.00 | -0.028 | -0.232 | 0.028 |
| put | 185 | 0.00 | 4.90 | 0.00 | 1.404 | 0.00 | 0.00 | -0.030 | -0.229 | 0.029 |
| put | 190 | 0.00 | 4.90 | 0.00 | 1.321 | 0.00 | 0.00 | -0.032 | -0.226 | 0.030 |
| put | 195 | 0.00 | 4.90 | 0.84 | 1.240 | 5.00 | 0.00 | -0.034 | -0.223 | 0.032 |
| put | 200 | 0.00 | 4.90 | 0.30 | 1.160 | 13.00 | 0.00 | -0.036 | -0.219 | 0.033 |
| put | 210 | 0.00 | 4.90 | 7.25 | 1.511 | 3.00 | 0.00 | -0.111 | -0.682 | 0.080 |
| put | 220 | 0.00 | 4.90 | 0.83 | 1.357 | 8.00 | 0.00 | -0.132 | -0.693 | 0.091 |
| put | 230 | 0.00 | 4.90 | 2.45 | 1.157 | 3.00 | 0.00 | -0.152 | -0.649 | 0.100 |
| put | 240 | 0.00 | 4.90 | 5.30 | 0.958 | 1.00 | 0.00 | -0.178 | -0.596 | 0.110 |
| put | 250 | 0.00 | 4.90 | 9.78 | 0.813 | 1.00 | 0.00 | -0.227 | -0.573 | 0.127 |
| put | 260 | 0.25 | 5.00 | 5.80 | 0.604 | 4.00 | 0.00 | -0.291 | -0.479 | 0.145 |
| put | 270 | 3.80 | 7.40 | 5.30 | 0.512 | 2.00 | 0.00 | -0.442 | -0.482 | 0.167 |
| put | 280 | 9.50 | 13.00 | 8.23 | 0.503 | 2.00 | 0.00 | -0.622 | -0.455 | 0.161 |
| put | 290 | 16.50 | 20.80 | 0.00 | 0.542 | 0.00 | 0.00 | -0.717 | -0.512 | 0.143 |
| put | 300 | 26.10 | 29.80 | 0.00 | 0.625 | 0.00 | 0.00 | -0.788 | -0.489 | 0.123 |
| put | 310 | 36.10 | 39.80 | 0.00 | 0.757 | 0.00 | 0.00 | -0.817 | -0.528 | 0.112 |
| put | 320 | 46.10 | 50.00 | 0.00 | 0.922 | 0.00 | 0.00 | -0.835 | -0.568 | 0.105 |
| put | 330 | 56.10 | 59.80 | 0.00 | 0.993 | 0.00 | 0.00 | -0.849 | -0.601 | 0.099 |
| put | 340 | 66.10 | 69.80 | 0.00 | 1.100 | 0.00 | 0.00 | -0.859 | -0.630 | 0.094 |
| put | 350 | 76.10 | 80.00 | 0.00 | 1.251 | 0.00 | 0.00 | -0.868 | -0.655 | 0.090 |
| put | 360 | 86.10 | 90.00 | 0.00 | 1.349 | 0.00 | 0.00 | -0.875 | -0.678 | 0.087 |
| put | 370 | 96.10 | 99.80 | 0.00 | 1.389 | 0.00 | 0.00 | -0.881 | -0.698 | 0.084 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-03 | 8-K | Current report | 2026-11-02 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-31 | SEC |
| 2026-10-29 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-29 | 8-K | Current report | 2026-10-29 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-21 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
| 2026-10-21 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-20 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 1.43M | 1 | 0 | 0 |
| 2026-05 | 0 | 0 | 100.95K | 1 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 10.21% |
| BlackRock, Inc. | 3.60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.51% |
| STATE STREET CORP | 3.09% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.39% |
| Invesco Ltd. | 2.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.84% |
| ProShare Advisors LLC | 1.69% |
| BANK OF AMERICA CORP /DE/ | 1.13% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 1.73% |
| Invesco S&P 500 Equal Weight ETF | 1.73% |
| ProShares S&P 500 Dividend Aristocrats ETF | 1.69% |
| Schwab U.S. Dividend Equity ETF | 1.49% |
| VANGUARD 500 INDEX FUND | 1.41% |
| VANGUARD SMALL-CAP INDEX FUND | 1.25% |
| iShares Core S&P 500 ETF | 0.75% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | 0.72% |
| Fidelity 500 Index Fund | 0.71% |
| SPDR S&P 500 ETF TRUST | 0.66% |
OakChart. ERIE. Cached 15 minutes.