BMO Capital Markets Lowers Brown & Brown (NYSE:BRO) Price Target to $81.00

Brown & Brown (NYSE:BRO) had its price target reduced by equities research analysts at BMO Capital Markets from $88.00 to $81.00 in a report released on Thursday,Benzinga reports. The firm currently has a “market perform” rating on the financial services provider’s stock. BMO Capital Markets’ target price suggests a potential upside of 12.29% from the stock’s previous close.

Other analysts also recently issued reports about the company. Citigroup downgraded Brown & Brown from a “buy” rating to a “neutral” rating in a research report on Monday, November 3rd. Argus upgraded shares of Brown & Brown to a “hold” rating in a report on Tuesday. Bank of America lowered their price target on shares of Brown & Brown from $94.00 to $90.00 and set a “neutral” rating for the company in a report on Tuesday. Morgan Stanley cut their price objective on shares of Brown & Brown from $95.00 to $85.00 and set an “equal weight” rating for the company in a research report on Monday, November 17th. Finally, Wells Fargo & Company decreased their target price on shares of Brown & Brown from $84.00 to $82.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Three research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $92.93.

Brown & Brown Stock Down 2.7%

BRO stock opened at $72.14 on Thursday. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.67 and a quick ratio of 2.10. The company’s 50 day simple moving average is $79.61 and its 200-day simple moving average is $87.77. Brown & Brown has a 12 month low of $71.81 and a 12 month high of $125.68. The firm has a market capitalization of $24.63 billion, a PE ratio of 22.54, a P/E/G ratio of 1.74 and a beta of 0.81.

Brown & Brown (NYSE:BRO) last issued its quarterly earnings data on Monday, January 26th. The financial services provider reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.91 by $0.02. The firm had revenue of $1.61 billion during the quarter, compared to the consensus estimate of $1.65 billion. Brown & Brown had a return on equity of 12.93% and a net margin of 17.84%.The company’s quarterly revenue was up 35.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.86 EPS. Equities analysts expect that Brown & Brown will post 4.18 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Brown & Brown

A number of institutional investors have recently added to or reduced their stakes in BRO. Vanguard Group Inc. raised its holdings in shares of Brown & Brown by 4.8% in the 3rd quarter. Vanguard Group Inc. now owns 37,330,892 shares of the financial services provider’s stock worth $3,501,264,000 after purchasing an additional 1,705,570 shares during the period. Capital World Investors raised its holdings in Brown & Brown by 81.1% in the third quarter. Capital World Investors now owns 17,479,389 shares of the financial services provider’s stock valued at $1,639,392,000 after buying an additional 7,827,992 shares during the period. Principal Financial Group Inc. raised its holdings in Brown & Brown by 13.4% in the third quarter. Principal Financial Group Inc. now owns 15,416,190 shares of the financial services provider’s stock valued at $1,445,888,000 after buying an additional 1,821,229 shares during the period. State Street Corp grew its stake in Brown & Brown by 5.3% during the third quarter. State Street Corp now owns 13,120,826 shares of the financial services provider’s stock worth $1,230,602,000 after buying an additional 660,005 shares during the period. Finally, Geode Capital Management LLC grew its stake in Brown & Brown by 16.6% during the second quarter. Geode Capital Management LLC now owns 7,369,576 shares of the financial services provider’s stock worth $813,624,000 after buying an additional 1,050,350 shares during the period. Hedge funds and other institutional investors own 71.01% of the company’s stock.

Brown & Brown News Summary

Here are the key news stories impacting Brown & Brown this week:

• Positive Sentiment: Management raised its 2026 margin target to 32%–37% and projected $30M–$40M of synergies from the Accession integration, which supports medium-term margin improvement. Read More.
• Positive Sentiment: Q4 results included an EPS beat and stronger investment income, helping adjusted profitability metrics despite lower organic revenue — a reason some investors may view the pullback as opportunistic. Read More.
• Neutral Sentiment: Earnings call and transcripts/presentations are available for deeper review of guidance and margin drivers if you want to dig into management’s commentary. Read More.
• Neutral Sentiment: Some analysts cut targets but kept constructive stances; Truist trimmed its target but maintained a “buy” rating, signaling differing views across the sell side. Read More.
• Negative Sentiment: Multiple firms lowered price targets and moved to neutral/equal-weight: Bank of America to $90, Jefferies to $84 (hold), Mizuho to $84 (neutral), Wells Fargo to $82 (equal weight), Barclays to $82 (equal weight). These coordinated cuts have put downward pressure on the stock. Read More.
• Negative Sentiment: Market reaction: shares dropped after the Q4 revenue miss and the analyst downgrades, with coverage noting the stock hit a new 12‑month low following the analyst moves. Read More.
• Negative Sentiment: Another article highlights the fresh 12‑month low and investor concern following the analyst downgrade wave. Read More.
• Negative Sentiment: Bank of America specifically cut its target and shifted to neutral — a notable large‑bank signal that likely contributed to the near-term selloff. Read More.

Brown & Brown Company Profile

Brown & Brown, Inc (NYSE: BRO) is a professional insurance brokerage and risk advisory firm that provides a broad range of property and casualty, employee benefits, personal risk, and specialty insurance products. The company works with commercial, public sector and individual clients to design and place insurance programs, manage claims and loss control, and deliver risk management consulting. Its services also include wholesale brokerage, program administration and other specialty distribution solutions that connect carriers and intermediaries to niche markets.

Brown & Brown operates through a decentralized model of operating units and subsidiaries, enabling local client service with the scale to access national and specialty markets.