Every material Form 8-K Erie Indemnity filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Erie Indemnity CEO Timothy G. NeCastro retired on November 2, 2026, earlier than the previously announced December 31, 2026 date, citing personal reasons. Brian W. Bolash, the company's Executive Vice President, was appointed Interim President and CEO effective November 3, 2026, while the board's Nominating and Governance Committee continues its search for a permanent CEO.
Timothy G. NeCastro retired as President and CEO on November 2, 2026, accelerated from December 31, 2026 for personal reasons.
Brian W. Bolash, age 61, named Interim President and CEO effective November 3, 2026.
Bolash has been Executive Vice President since January 2022 and Secretary and General Counsel since October 2019.
No immediate compensation changes were reported; the board is still searching for a next President and CEO.
Erie Indemnity reported third quarter 2026 net income of $182.0 million, or $3.48 per diluted share, compared with $182.9 million, or $3.50 per diluted share, in the third quarter of 2025. For the first nine months of 2026, net income rose to $512.8 million, or $9.80 per diluted share, from $496.0 million, or $9.48 per diluted share, a year earlier.
Q3 2026 total operating revenue was $1,069.9 million, up from $1,066.7 million in Q3 2025.
Q3 2026 income before income taxes was $232.8 million, essentially unchanged from $232.8 million in Q3 2025.
Nine-month 2026 net income was $512.8 million, or $9.80 per diluted share, versus $496.0 million, or $9.48 per diluted share, in the first nine months of 2025.
Class A dividend declared was $1.4625 per share for Q3 2026, up from $1.365 per share in Q3 2025.
Erie Indemnity reported second-quarter 2026 net income of $180.3 million, or $3.45 per diluted share, up from $174.7 million, or $3.34 per diluted share, a year earlier. Operating income before taxes rose $5.0 million, or 2.5 percent, and first-half net income also increased. The board also approved a quarterly Class A dividend of $1.4625 per share, payable October 20, 2026, compared with $1.365 per share declared in the second quarter of 2025.
Q2 2026 net income was $180.3 million, or $3.45 per diluted share, versus $174.7 million, or $3.34, in Q2 2025.
First-half 2026 net income was $330.8 million, or $6.32 per diluted share, versus $313.1 million, or $5.99, in the first half of 2025.
Operating income before taxes rose 2.5 percent in Q2 2026, with management fee revenue for policy issuance and renewal services up $39.0 million, or 4.7 percent.
Dividend No. 385 of $1.4625 per Class A share has a record date of October 5, 2026 and a payable date of October 20, 2026.
Erie Indemnity announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026. The filing states there was no disagreement or dispute behind her decision, and it does not name a successor or report any financial results.
Julie M. Pelkowski will retire as EVP and Chief Financial Officer at the end of 2026.
Pelkowski has worked at the company for more than 25 years and has been CFO since 2023.
The filing states no disagreement or dispute led to her retirement decision.
Erie Indemnity reported first-quarter 2026 net income of $150.5 million, or $2.88 per diluted share, up from $138.4 million, or $2.65, a year earlier. Operating income before taxes rose $15.4 million, or 10.2 percent. The board also declared a quarterly Class A dividend of $1.4625 per share and named Jonathan Hirt Hagen Chairman, succeeding Thomas B. Hagen, who had served as Chairman since 2007.
Q1 2026 net income $150.5 million vs. $138.4 million in Q1 2025
Diluted EPS $2.88 vs. $2.65; operating income $166.8 million vs. $151.4 million
Quarterly Class A dividend of $1.4625 per share, record and ex-dividend date July 7, 2026, payable July 21, 2026
Jonathan Hirt Hagen elected Chairman; Thomas B. Hagen named Chairman Emeritus
Erie Indemnity reported fourth-quarter 2025 net income of $63.4 million, or $1.21 per diluted share, down from $152.0 million, or $2.91, a year earlier. Full-year 2025 net income was $559.3 million, or $10.69 per diluted share, versus $600.3 million, or $11.48, in 2024. Total operating revenue rose in both periods, but the company's $100 million charitable contribution to the Erie Insurance Foundation reduced net income by $80.6 million after tax, or $1.54 per diluted share.
Q4 2025 net income $63.4 million, or $1.21 per diluted share, versus $152.0 million, or $2.91, in Q4 2024
Full-year 2025 net income $559.3 million, or $10.69 per diluted share, versus $600.3 million, or $11.48, in 2024
Total operating revenue $951.0 million in Q4 2025 versus $924.1 million in Q4 2024
Board approved dividend No. 383 of $1.4625 per Class A share, payable April 21, 2026 to holders of record April 7, 2026
Erie Indemnity said President and CEO Timothy G. NeCastro will retire on December 31, 2026, ending a 30-year career at the company, including his tenure as CEO since 2016. The board will begin a search for a successor immediately, and NeCastro will remain in his role through the end of 2026 to support continuity.
NeCastro retires as president and CEO on December 31, 2026, after serving as CEO since 2016
He has been with the company for 30 years, including roles in internal audit, finance, product and policy services, and regional field operations
The board has begun a search for a new president and CEO
NeCastro will continue as president of the Erie Insurance Foundation after retiring as CEO
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Erie Indemnity filing is on SEC EDGAR ↗. 8-K briefs of other companies →