Every 8-K that Erie Indemnity Co (ERIE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ERIE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ERIE filings page.
Erie Indemnity Company reported second-quarter 2026 net income of $180.3 million, or $3.45 per diluted share, compared with $174.7 million, or $3.34 per diluted share, in the second quarter of 2025. For the first six months of 2026, net income was $330.8 million, or $6.32 per diluted share, versus $313.1 million, or $5.99 per diluted share, a year earlier.
Operating income before taxes increased $5.0 million, or 2.5 percent, in the quarter, supported by higher management fee revenue from policy issuance, renewal, and administrative services. Income from investments before taxes totaled $22.6 million in the quarter and $44.7 million in the first half of 2026, above 2025 levels.
The board approved a quarterly dividend on Class A common stock of $1.4625 per share, declared July 28, 2026, with an ex-dividend and record date of October 5, 2026, and payable on October 20, 2026. A pre-recorded webcast complementary to the earnings press release is scheduled for July 31, 2026 at 10:00 a.m. Eastern.
Erie Indemnity Company announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026. She has worked at the company for more than 25 years and has served as EVP and CFO since 2023.
The company stated there was no disagreement or dispute between Ms. Pelkowski and Erie Indemnity that led to her decision to retire, indicating a planned leadership transition in the finance organization.
Erie Indemnity Company reported stronger first-quarter 2026 results, with net income of $150.5 million and diluted earnings per share of $2.88, up from $138.4 million and $2.65 a year earlier. Total operating revenue was $1,011.9 million, and operating income rose to $166.8 million from $151.4 million.
Operating income before taxes increased by $15.4 million, or 10.2 percent, helped by higher management fee revenue and lower non-commission expenses. The Board approved a quarterly Class A dividend of $1.4625 per share. Shareholders unanimously re-elected directors, approved executive compensation on an advisory basis, and elected Jonathan Hirt Hagen as Chairman, with Thomas B. Hagen becoming Chairman Emeritus.
Erie Indemnity Company reported lower 2025 net income as a large charitable gift offset solid operating growth. Full-year net income was $559.3 million, or $10.69 per diluted share, down from $600.3 million, or $11.48 per diluted share, in 2024. Fourth-quarter net income fell to $63.4 million, or $1.21 per diluted share, from $152.0 million, or $2.91 per diluted share, a year earlier.
Operating income before taxes rose to $717.2 million in 2025, up 6.0% from $676.5 million, driven by higher management fee revenue and stronger investment income. Results were reduced by an after-tax $80.6 million impact, or $1.54 per diluted share, from a $100 million contribution to the newly formed Erie Insurance Foundation. The Board also approved a quarterly Class A dividend of $1.4625 per share, payable April 21, 2026 to shareholders of record on April 7, 2026.
Erie Indemnity Company announced that President and Chief Executive Officer Timothy G. (Tim) NeCastro will retire on December 31, 2026, concluding a 30-year career with the company, including 10 years as CEO. The board of directors will begin an immediate search to identify a new president and CEO, while NeCastro continues to lead the organization through the transition.
The company highlights that under NeCastro’s leadership, Erie Insurance grew to nearly $13 billion in premium and more than 7 million policies in force, while maintaining strong financial performance and its service-focused culture. After retiring as CEO, NeCastro will remain involved as president of the Erie Insurance Foundation, supporting the company’s long-term charitable and community efforts. Erie Insurance is described as a Fortune 500 property/casualty insurer operating in 12 states and the District of Columbia, with an A (Excellent) rating from AM Best.
Erie Indemnity Company reported that it issued a press release with financial results for the quarter and nine months ended September 30, 2025, and will host a pre-recorded webcast on October 31, 2025 at 10:00 a.m.
The Board approved a revised Code of Conduct effective November 2025 that updates the January 2025 version with non-substantive stylistic changes, addresses the use of AI, and strengthens leaders’ responsibilities to protect employees from retaliation. The Board also approved a revised Code of Ethics for CEO and Senior Financial Officers, effective November 2025, adding obligations for senior finance leaders, addressing Insider Trading and Fair Dealing, and updating the Waivers and Amendments section.
Related materials include Exhibits 99.1 (Press Release), 99.2 (Financial Information), 14.1 (Revised Code of Conduct), and 14.2 (Revised Code of Ethics).