Return on Equity (ROE): 24.28%
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 24.28% is in line with its 5-year average of 24.84%, around the middle of its 5-year range (20.61%–30.21%).
As of Monday, June 29, 2026. 11.24% below its 12-month average of 27.36%.
ERIE Return on Equity (ROE) Chart
Annual fiscal-year return on equity; no daily interpolation.
ERIE Average Return on Equity (ROE) Chart
ERIE Current vs Average Return on Equity (ROE) Chart
ERIE Return on Equity (ROE) Metrics
RETURN ON EQUITY (ROE)
24.28%
RETURN ON EQUITY (ROE) AVG TTM
27.36%
RETURN ON EQUITY (ROE) AVG 3Y
25.54%
RETURN ON EQUITY (ROE) AVG 5Y
24.84%
RETURN ON EQUITY (ROE) AVG 10Y
25.27%
RETURN ON EQUITY (ROE) AVG 15Y
24.27%
RETURN ON EQUITY (ROE) AVG 20Y
23.38%
CURRENT VS TTM AVG
-11.24%
CURRENT VS 3Y AVG
-4.92%
CURRENT VS 5Y AVG
-2.25%
CURRENT VS 10Y AVG
-3.93%
CURRENT VS 15Y AVG
+0.04%
CURRENT VS 20Y AVG
+3.85%
ERIE Competitors' Return on Equity (ROE)
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Erie Indemnity Company (ERIE) | $11.03B | 24.28% | 27.36% | 25.54% | 24.84% |
| American Financial Group, Inc. (AFG)vs › | $11.56B | 18.79% | 18.66% | 19.88% | 21.68% |
| Invesco Ltd. (IVZ)vs › | $11.59B | -1.99% | 1.51% | 2.10% | 4.04% |
| Assurant, Inc. (AIZ)vs › | $13.10B | 17.04% | 14.88% | 12.41% | 13.66% |
| FactSet Research Systems Inc. (FDS)vs › | $8.44B | 27.61% | 27.70% | 28.53% | 32.49% |
| Hut 8 Corp. (HUT)vs › | $13.85B | -22.62% | 9.04% | 0.57% | -9.32% |
| Globe Life Inc. (GL)vs › | $13.92B | 19.35% | 19.80% | 20.98% | 17.36% |
| Everest Group, Ltd. (EG)vs › | $14.07B | 13.30% | 10.09% | 11.58% | 10.87% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.57B | 26.78% | 26.83% | 25.84% | 23.42% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $7.29B | -87.97% | -38.27% | -35.75% | -27.85% |
Return Analysis
ROE
24.3%
ROA
16.9%
Return on Equity (ROE) Formula & Definition
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Return on Equity (ROE) FAQ
- What is the return on equity (ROE) for Erie Indemnity Company (ERIE)?
- The return on equity (ROE) for ERIE stock is 24.28%.
- Is Erie Indemnity Company's return on equity (ROE) high or low?
- The return on equity (ROE) of 24.28% is in line with its 5-year average of 24.84%, around the middle of its 5-year range (20.61%–30.21%).
- What is the TTM average return on equity (ROE) for Erie Indemnity Company (ERIE)?
- The TTM average return on equity (ROE) for ERIE stock is 27.36%.
- What is the 3Y average return on equity (ROE) for Erie Indemnity Company (ERIE)?
- The 3Y average return on equity (ROE) for ERIE stock is 25.54%.
- What is the 5Y average return on equity (ROE) for Erie Indemnity Company (ERIE)?
- The 5Y average return on equity (ROE) for ERIE stock is 24.84%.
- What is the 10Y average return on equity (ROE) for Erie Indemnity Company (ERIE)?
- The 10Y average return on equity (ROE) for ERIE stock is 25.27%.
- What is the 15Y average return on equity (ROE) for Erie Indemnity Company (ERIE)?
- The 15Y average return on equity (ROE) for ERIE stock is 24.27%.
- What is the 20Y average return on equity (ROE) for Erie Indemnity Company (ERIE)?
- The 20Y average return on equity (ROE) for ERIE stock is 23.38%.
ERIE Return on Equity (ROE) History
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-12-31 | 24.50% |
| 2024-12-31 | 30.21% |
| 2023-12-31 | 26.83% |
| 2022-12-31 | 20.61% |
| 2021-12-31 | 22.19% |
| 2020-12-31 | 24.69% |
| 2019-12-31 | 27.96% |
| 2018-12-31 | 29.60% |
| 2017-12-31 | 22.98% |
| 2016-12-31 | 25.75% |
| 2015-12-31 | 22.70% |
| 2014-12-31 | 23.83% |
| 2013-12-31 | 22.15% |
| 2012-12-31 | 24.92% |
| 2011-12-31 | 21.64% |
| 2010-12-31 | 17.76% |
| 2009-12-31 | 11.97% |
| 2008-12-31 | 8.71% |
| 2007-12-31 | 20.26% |
| 2006-12-31 | 17.56% |
| 2005-12-31 | 18.07% |
| 2004-12-31 | 17.87% |
| 2003-12-31 | 17.16% |
| 2002-12-31 | 17.43% |
| 2001-12-31 | 14.13% |
| 2000-12-31 | 19.56% |
| 1999-12-31 | 20.51% |
| 1998-12-31 | 20.54% |
| 1997-12-31 | 21.98% |
| 1996-12-31 | 24.13% |
Related Metrics
About Erie Indemnity Company
Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.
- Sector
- Financial Services
- Industry
- Insurance - Property & Casualty
- CEO
- Timothy G. NeCastro