Dividend compounder review

ERIE

Erie Indemnity Company · NASDAQ · US

Financial Services · Insurance Brokers

Chart Factor Intelligence Back to Screener
Score73.00/100
Confidence100.00/100
DecisionReject
RatingAcceptable, Needs Review
Scoring

Quality breakdown

Dividend Reliability 13.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 17.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 23.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 13.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 7.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years30
Dividend Yield2.59%
Payout Ratio51.8%
Dividend Cut 5YYes
Net Income$559.3M
Free Cash Flow$571.0M
FCF Covers DividendYes
Debt / Equity2.11
P/E20.8
Revenue Growth 5Y9.6%
Net Margin14.0%
ROE25.9%
Price vs Trend-11.8%
3Y Return12.7%
5Y Return28.3%
CurrencyUSD
Warnings

Review flags

Dividend cut or material annual decrease detected in the last five completed years.
Debt to equity is elevated at 2.11.
Dividend diary

Activity record

ERIE dividend review warning Warning · Warning

Debt to equity is elevated at 2.11.

ERIE dividend payment 1.463 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

Dividend increased 7.2% Dividend Increase · Positive

Payment changed from 1.365 to 1.463.

ERIE dividend payment 1.463 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.365 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.365 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.365 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

Dividend increased 7.1% Dividend Increase · Positive

Payment changed from 1.275 to 1.365.

ERIE dividend payment 1.365 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.275 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.275 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.275 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

Dividend increased 7.1% Dividend Increase · Positive

Payment changed from 1.19 to 1.275.

ERIE dividend payment 1.275 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.19 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

ERIE dividend payment 1.19 USD Dividend Payment · Info

Recorded dividend payment for Erie Indemnity Company.

Dividend increased 7.2% Dividend Increase · Positive

Payment changed from 1.11 to 1.19.

Dividend increased 7.2% Dividend Increase · Positive

Payment changed from 1.035 to 1.11.

Dividend decreased -48.3% Dividend Decrease · Negative

Payment changed from 2 to 1.035.