Barclays Cuts Brown & Brown (NYSE:BRO) Price Target to $82.00

Brown & Brown (NYSE:BRO) had its price target trimmed by Barclays from $83.00 to $82.00 in a research note published on Tuesday,Benzinga reports. The brokerage currently has an equal weight rating on the financial services provider’s stock.

Several other analysts have also recently weighed in on BRO. Wells Fargo & Company dropped their price target on Brown & Brown from $92.00 to $84.00 and set an “equal weight” rating for the company in a report on Tuesday, January 13th. JPMorgan Chase & Co. assumed coverage on Brown & Brown in a research report on Thursday, December 18th. They set a “neutral” rating and a $91.00 price objective on the stock. Mizuho set a $89.00 target price on shares of Brown & Brown and gave the company a “neutral” rating in a research report on Monday, December 15th. Bank of America decreased their price target on shares of Brown & Brown from $94.00 to $90.00 and set a “neutral” rating on the stock in a research note on Tuesday. Finally, Keefe, Bruyette & Woods lifted their price objective on shares of Brown & Brown from $79.00 to $80.00 and gave the stock an “underperform” rating in a research note on Tuesday, January 6th. Three analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to MarketBeat.com, Brown & Brown presently has a consensus rating of “Hold” and an average target price of $90.64.

Brown & Brown Stock Performance

Shares of BRO opened at $72.05 on Tuesday. The stock has a market capitalization of $24.60 billion, a price-to-earnings ratio of 22.52, a PEG ratio of 2.16 and a beta of 0.81. Brown & Brown has a 12 month low of $71.48 and a 12 month high of $125.68. The firm has a fifty day simple moving average of $79.46 and a 200 day simple moving average of $87.66. The company has a current ratio of 1.67, a quick ratio of 2.10 and a debt-to-equity ratio of 0.55.

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

Brown & Brown Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 11th. Stockholders of record on Wednesday, February 4th will be issued a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Wednesday, February 4th. Brown & Brown’s payout ratio is 20.63%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Access Investment Management LLC purchased a new stake in shares of Brown & Brown during the 2nd quarter valued at $1,109,000. Invesco Ltd. raised its position in Brown & Brown by 1.1% during the second quarter. Invesco Ltd. now owns 4,166,370 shares of the financial services provider’s stock valued at $461,925,000 after purchasing an additional 46,235 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. raised its position in Brown & Brown by 30.6% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 760,893 shares of the financial services provider’s stock valued at $84,360,000 after purchasing an additional 178,082 shares in the last quarter. Quadrature Capital Ltd bought a new stake in Brown & Brown during the second quarter worth about $1,635,000. Finally, AMF Tjanstepension AB purchased a new position in shares of Brown & Brown in the 2nd quarter worth about $6,798,000. Institutional investors and hedge funds own 71.01% of the company’s stock.

Brown & Brown News Roundup

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

• Positive Sentiment: Management outlined a 2026 margin target of 32%–37% and projected $30M–$40M of synergies from the Accession integration — this supports medium‑term profit improvement and cost rationalization. Accession margin/synergy article
• Positive Sentiment: Argus upgraded BRO to a “hold” (less negative stance), which can limit downside from purely bearish analyst sentiment. Argus upgrade
• Neutral Sentiment: Q4 operating EPS of $0.93 beat consensus by $0.02 but revenue missed estimates — a mixed beat that reduces some concern on profitability while leaving growth questions. Q4 earnings transcript
• Negative Sentiment: Bank of America cut its price target to $90 and lowered its long‑term earnings outlook for BRO, explicitly flagging concerns after Q4 results — this is a prominent negative signal to institutional investors. BofA outlook/target cut
• Negative Sentiment: Multiple brokerages trimmed price targets (Morgan Stanley to $78, BMO to $81, Wells Fargo to $82, Jefferies and Mizuho to ~$84) and some moved to neutral/equal‑weight — the cluster of downgrades and PT cuts increases selling pressure and helped push BRO to a 12‑month low. Analyst PT cuts (Benzinga) BofA PT to $90 New 12-month low report
• Negative Sentiment: Pomerantz LLP opened an investor investigation into Brown & Brown — potential litigation and disclosure risks can increase uncertainty and weigh on the stock until resolved. Pomerantz investigation

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.