Erie Indemnity (ERIE) Tax Rate (2009 - 2026)

Erie Indemnity (ERIE) reported Tax Rate of 20.94% for Q1 2026, up 15.0% on a YoY basis from 18.21% in Q1 2025, and down 9.1% sequentially from 23.03% in Q4 2025.

Erie Indemnity (ERIE) Tax Rate (2009 - 2026) Analysis & Trends

Erie Indemnity (ERIE) has 18 years of Tax Rate data on file, last reported at 20.94% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 15.0% year-over-year to 20.94%; the trailing twelve-month figure through Mar 2026 stood at 21.32% (up 59.0% YoY), and the FY2025 full-year result was 21.29%, up 56.0% from the prior year.
  • Tax Rate fell to 20.94% in Q1 2026, from 23.03% 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.
  • A 5-year average of 20.9% and a median of 20.87% in 2025 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate tumbled 108 bps in 2022 and soared 230 bps in 2025, its largest moves.
  • Tracing ERIE's Tax Rate over 5 years: stood at 20.1% in 2022, then grew by 3 bps to 20.72% in 2023, then increased by 0 bps to 20.74% in 2024, then gained by 11 bps to 23.03% in 2025, then decreased by 9 bps to 20.94% in 2026.
  • Business Quant data shows ERIE's Tax Rate at 20.94% in Q1 2026, 23.03% in Q4 2025, and 21.44% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 XChange TEC.INC 119.57 Bn 119.57 Bn - -
2 Marsh & Mclennan Companies 92.01 Bn 79.80 Bn 6.04 Bn 24.15%
3 Aon 81.79 Bn 80.37 Bn - 20.22%
4 Arthur J. Gallagher 68.10 Bn 66.68 Bn - 21.09%
5 Willis Towers Watson 29.97 Bn 28.12 Bn 1.98 Bn 18.62%
6 Brown & Brown 24.67 Bn 23.67 Bn 1.61 Bn 19.89%
7 Erie Indemnity 11.15 Bn 10.82 Bn - 20.94%
8 Neptune Insurance Holdings 4.35 Bn 4.34 Bn 26.44 Mn 27.06%
9 Accelerant Holdings 3.24 Bn 1.70 Bn 48.00 Mn 305.00%
10 Corvel 3.18 Bn 2.83 Bn 54.92 Mn 25.00%

Historic Data

Download Data
DateValue
Mar 31, 2026 20.94%
Mar 31, 2026 20.94%
Mar 31, 2026 20.94%
Dec 31, 2025 23.03%
Dec 31, 2025 23.03%
Dec 31, 2025 23.03%
Sep 30, 2025 21.44%
Sep 30, 2025 21.44%
Sep 30, 2025 21.44%
Jun 30, 2025 20.87%
Jun 30, 2025 20.87%
Jun 30, 2025 20.87%
Mar 31, 2025 20.79%
Mar 31, 2025 20.79%
Mar 31, 2025 20.79%
Dec 31, 2024 20.74%
Dec 31, 2024 20.74%
Dec 31, 2024 20.74%
Sep 30, 2024 20.42%
Sep 30, 2024 20.42%