Growth Metrics

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

Erie Indemnity recorded quarterly Tax Rate of 20.94% in Q1 2026, down 9.1% quarter-over-quarter from 23.03% in Q4 2025, and up 15.0% year-over-year from 18.21% in Q1 2025.

Erie Indemnity's Tax Rate history runs 18 years deep, the most recent figure standing at 20.94% for Q1 2026.

  • In Q1 2026, Tax Rate rose 15.0% year-over-year to 20.94%; the TTM figure through Mar 2026 stood at 21.32% (up 59.0% YoY), while the FY2025 annual figure was 21.29%, up 56.0% from the prior year.
  • Tax Rate came in at 20.94% for Q1 2026 at Erie Indemnity, down 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 plunged 108 bps in 2022 and jumped 230 bps in 2025, its largest moves.
  • Erie Indemnity's Tax Rate stood at 20.1% in 2022, then rose by 3 bps to 20.72% in 2023, then gained by 0 bps to 20.74% in 2024, then climbed by 11 bps to 23.03% in 2025, then dropped by 9 bps to 20.94% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 20.94%, 23.03%, and 21.44% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Aon 69.60 Bn 68.21 Bn - 20.22
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - 21.09
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn 18.62
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 19.89
5 XChange TEC.INC 6.95 Bn 6.95 Bn - -
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn 305.00
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 25.00
8 Baldwin Insurance 1.84 Bn 2.28 Bn - 98.71
9 Goosehead Insurance 1.01 Bn 899.53 Mn - 17.36
10 Erie Indemnity 569,992.65 -268.92 Mn - 20.94

Historic Data

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DateValue
Mar 31, 2026 20.94
Mar 31, 2026 20.94
Dec 31, 2025 23.03
Dec 31, 2025 23.03
Sep 30, 2025 21.44
Sep 30, 2025 21.44
Jun 30, 2025 20.87
Jun 30, 2025 20.87
Mar 31, 2025 20.79
Mar 31, 2025 20.79
Dec 31, 2024 20.74
Dec 31, 2024 20.74
Sep 30, 2024 20.42
Sep 30, 2024 20.42
Jun 30, 2024 20.94
Jun 30, 2024 20.94
Mar 31, 2024 20.82
Mar 31, 2024 20.82
Dec 31, 2023 20.72
Dec 31, 2023 20.72
Sep 30, 2023 19.99
Sep 30, 2023 19.99
Jun 30, 2023 20.95
Jun 30, 2023 20.95
Mar 31, 2023 20.99
Mar 31, 2023 20.99
Dec 31, 2022 20.10
Dec 31, 2022 20.10
Sep 30, 2022 20.72
Sep 30, 2022 20.72
Jun 30, 2022 20.92
Jun 30, 2022 20.92
Mar 31, 2022 20.94
Mar 31, 2022 20.94
Dec 31, 2021 21.17
Dec 31, 2021 21.17
Sep 30, 2021 20.94
Sep 30, 2021 20.94
Jun 30, 2021 20.89
Jun 30, 2021 20.89
Mar 31, 2021 20.52
Mar 31, 2021 20.52
Dec 31, 2020 19.72
Dec 31, 2020 19.72
Sep 30, 2020 20.13
Sep 30, 2020 20.13
Jun 30, 2020 20.01
Jun 30, 2020 20.01
Mar 31, 2020 22.07
Mar 31, 2020 22.07
Dec 31, 2019 21.23
Dec 31, 2019 21.23
Sep 30, 2019 21.20
Sep 30, 2019 21.20
Jun 30, 2019 17.24
Jun 30, 2019 17.24
Mar 31, 2019 21.15
Mar 31, 2019 21.15
Dec 31, 2018 24.60
Dec 31, 2018 24.60
Sep 30, 2018 23.00
Sep 30, 2018 23.00
Jun 30, 2018 21.07
Jun 30, 2018 21.07
Mar 31, 2018 20.98
Mar 31, 2018 20.98
Dec 31, 2017 50.41
Dec 31, 2017 50.41
Sep 30, 2017 34.12
Sep 30, 2017 34.12
Jun 30, 2017 34.41
Jun 30, 2017 34.41
Mar 31, 2017 34.38
Mar 31, 2017 34.38
Dec 31, 2016 34.71
Dec 31, 2016 34.71
Sep 30, 2016 33.73
Sep 30, 2016 33.73
Jun 30, 2016 34.19
Jun 30, 2016 34.19
Mar 31, 2016 34.64
Mar 31, 2016 34.64
Dec 31, 2015 34.61
Dec 31, 2015 34.61
Sep 30, 2015 34.36
Sep 30, 2015 34.36
Jun 30, 2015 34.47
Jun 30, 2015 34.47
Mar 31, 2015 34.15
Mar 31, 2015 34.15
Dec 31, 2014 -130.42
Dec 31, 2014 -130.42
Sep 30, 2014 61.14
Sep 30, 2014 61.14
Jun 30, 2014 58.83
Jun 30, 2014 58.83
Mar 31, 2014 67.12
Mar 31, 2014 67.12
Dec 31, 2013 -59.36
Dec 31, 2013 -59.36
Sep 30, 2013 32.91
Sep 30, 2013 32.91
Jun 30, 2013 32.70
Jun 30, 2013 32.70
Mar 31, 2013 33.49
Mar 31, 2013 33.49
Dec 31, 2012 27.88
Dec 31, 2012 27.88
Sep 30, 2012 31.85
Sep 30, 2012 31.85
Jun 30, 2012 45.71
Jun 30, 2012 45.71
Mar 31, 2012 33.71
Mar 31, 2012 33.71
Dec 31, 2011 33.88
Dec 31, 2011 33.88
Sep 30, 2011 40.98
Sep 30, 2011 40.98
Jun 30, 2011 38.51
Jun 30, 2011 38.51
Mar 31, 2011 33.50
Mar 31, 2011 33.50
Dec 31, 2010 39.09
Dec 31, 2010 39.09
Sep 30, 2010 32.10
Sep 30, 2010 32.10
Jun 30, 2010 39.22
Jun 30, 2010 39.22
Mar 31, 2010 28.95
Mar 31, 2010 28.95
Dec 31, 2009 69.72
Dec 31, 2009 69.72
Sep 30, 2009 101.96
Sep 30, 2009 101.96
Jun 30, 2009 -12.38
Jun 30, 2009 -12.38