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    Erie Indemnity Co (ERIE)

    Q2 2024 Earnings Summary

    Reported on Jan 4, 2025 (After Market Close)
    Pre-Earnings Price$421.38Last close (Jul 26, 2024)
    Post-Earnings Price$421.38Last close (Jul 26, 2024)
    Price Change
    $0.00(0.00%)
    • Exceptional Growth in Direct Written Premiums: Direct written premium grew 20% in Q2 2024 compared to Q2 2023, driven by steady new policy growth and solid retention, with year-to-date growth also at 20%.
    • Significant Increase in Net Income and Operating Income: Net income increased to $164 million or $3.13 per diluted share in Q2 2024 from $118 million or $2.25 per diluted share in Q2 2023. Operating income increased nearly 42% to over $190 million.
    • Improved Profitability Trends: The Exchange's combined ratio improved to 115.9% in Q2 2024 from 118.9% in Q2 2023, with a more significant improvement in the year-to-date combined ratio of 111.1% in 2024 compared to 120.8% in the same period of 2023, indicating better underwriting results.
    • Despite improvements, the Exchange's combined ratio remained high at 115.9% in Q2 2024, indicating continued underwriting losses.
    • Non-commission expenses increased by 6% or $18 million in the first half of 2024 compared to the same period in 2023, driven by higher underwriting, policy processing, administrative, sales, and advertising expenses.
    • Commission expenses surged by nearly 21% in the first half of 2024 compared to the same period in 2023 due to substantial growth in direct written premiums, potentially impacting profitability margins.