Erie Indemnity (ERIE) Tax Rate (2009 - 2026)
Erie Indemnity's (ERIE) quarterly Tax Rate came in at 20.95% in Q2 2026, up 8.0% year-over-year from 19.4% in Q2 2025, and little changed quarter-over-quarter from 20.94% in Q1 2026.
Analysis
Erie Indemnity (ERIE) Tax Rate (2009 - 2026) Analysis & Trends
Erie Indemnity has disclosed Tax Rate across 18 years of filings, most recently posting 20.95% for Q2 2026.
- In Q2 2026, Tax Rate rose 8.0% year-over-year to 20.95%; the TTM figure through Jun 2026 stood at 21.34% (up 63.0% YoY), while the FY2025 annual figure was 21.29%, up 56.0% from the prior year.
- Tax Rate came in at 20.95% for Q2 2026 at Erie Indemnity, roughly flat from 20.94% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 23.03% in Q4 2025 to a low of 19.99% in Q3 2023.
- Average Tax Rate over 5 years is 20.9%, with a median of 20.89% recorded in 2025.
- Year-over-year, Tax Rate plunged 108 bps in 2022 and jumped 230 bps in 2025.
- Over 5 years, Tax Rate stood at 20.1% in 2022, then increased by 3 bps to 20.72% in 2023, then rose by 0 bps to 20.74% in 2024, then advanced by 11 bps to 23.03% in 2025, then declined by 9 bps to 20.95% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 20.95% in Q2 2026, 20.94% in Q1 2026, and 23.03% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 85.01 Bn | 72.80 Bn | 6.04 Bn | 24.15% |
| 2 | Aon | 65.00 Bn | 63.73 Bn | - | 21.96% |
| 3 | Arthur J. Gallagher | 62.74 Bn | 61.35 Bn | - | 21.74% |
| 4 | Willis Towers Watson | 29.53 Bn | 27.87 Bn | 2.09 Bn | 19.52% |
| 5 | Brown & Brown | 22.19 Bn | 21.27 Bn | 1.41 Bn | 24.54% |
| 6 | XChange TEC.INC | 17.23 Bn | 17.23 Bn | - | - |
| 7 | Erie Indemnity | 11.26 Bn | 10.91 Bn | - | 20.95% |
| 8 | Ryan Specialty Holdings | 4.93 Bn | 4.79 Bn | - | 17.10% |
| 9 | Neptune Insurance Holdings | 4.36 Bn | 4.34 Bn | - | 31.88% |
| 10 | Baldwin Insurance | 2.60 Bn | 2.42 Bn | - | -0.15% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.95% |
| Mar 31, 2026 | 20.94% |
| Dec 31, 2025 | 23.03% |
| Sep 30, 2025 | 21.44% |
| Jun 30, 2025 | 20.87% |
| Mar 31, 2025 | 20.79% |
| Dec 31, 2024 | 20.74% |
| Sep 30, 2024 | 20.42% |
| Jun 30, 2024 | 20.94% |
| Mar 31, 2024 | 20.82% |
| Dec 31, 2023 | 20.72% |
| Sep 30, 2023 | 19.99% |
| Jun 30, 2023 | 20.95% |
| Mar 31, 2023 | 20.99% |
| Dec 31, 2022 | 20.10% |
| Sep 30, 2022 | 20.72% |
| Jun 30, 2022 | 20.92% |
| Mar 31, 2022 | 20.94% |
| Dec 31, 2021 | 21.17% |
| Sep 30, 2021 | 20.94% |