Brown & Brown (NYSE:BRO) Price Target Lowered to $90.00 at Bank of America

Brown & Brown (NYSE:BRO) had its price objective cut by research analysts at Bank of America from $94.00 to $90.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm presently has a “neutral” rating on the financial services provider’s stock. Bank of America‘s price target would indicate a potential upside of 13.00% from the stock’s previous close.

BRO has been the subject of several other reports. Raymond James Financial reissued an “outperform” rating on shares of Brown & Brown in a research note on Monday, November 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Brown & Brown in a report on Monday, December 29th. BMO Capital Markets restated a “market perform” rating on shares of Brown & Brown in a report on Tuesday, December 30th. Citigroup downgraded shares of Brown & Brown from a “buy” rating to a “neutral” rating in a research report on Monday, November 3rd. Finally, Wolfe Research initiated coverage on shares of Brown & Brown in a research note on Thursday, November 20th. They issued a “peer perform” rating on the stock. Four research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $98.20.

Brown & Brown Stock Up 0.6%

Shares of NYSE:BRO opened at $79.64 on Tuesday. The firm has a 50 day simple moving average of $79.86 and a 200 day simple moving average of $88.11. Brown & Brown has a 52 week low of $76.17 and a 52 week high of $125.68. The company has a debt-to-equity ratio of 0.62, a quick ratio of 2.10 and a current ratio of 2.10. The company has a market cap of $27.19 billion, a PE ratio of 23.85, a price-to-earnings-growth ratio of 1.85 and a beta of 0.81.

Brown & Brown (NYSE:BRO) last released its earnings results on Monday, January 26th. The financial services provider reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.91 by $0.02. The company had revenue of $1.61 billion during the quarter, compared to analyst estimates of $1.65 billion. Brown & Brown had a return on equity of 13.64% and a net margin of 18.23%.The company’s revenue for the quarter was up 35.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.86 earnings per share. As a group, research analysts expect that Brown & Brown will post 4.18 earnings per share for the current year.

Institutional Trading of Brown & Brown

Several large investors have recently added to or reduced their stakes in BRO. Capital World Investors lifted its stake in shares of Brown & Brown by 81.1% in the 3rd quarter. Capital World Investors now owns 17,479,389 shares of the financial services provider’s stock valued at $1,639,392,000 after purchasing an additional 7,827,992 shares during the last quarter. Vanguard Group Inc. increased its position in Brown & Brown by 16.8% during the second quarter. Vanguard Group Inc. now owns 35,625,322 shares of the financial services provider’s stock worth $3,949,779,000 after buying an additional 5,124,203 shares during the last quarter. Norges Bank bought a new position in Brown & Brown during the second quarter valued at about $433,740,000. Principal Financial Group Inc. raised its holdings in Brown & Brown by 13.4% during 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 in the last quarter. Finally, Boston Partners acquired a new stake in shares of Brown & Brown in the second quarter worth about $171,163,000. 71.01% of the stock is owned by institutional investors.

Key Stories Impacting Brown & Brown

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

• Positive Sentiment: Adjusted earnings per share beat estimates — Diluted Net Income Per Share (Adjusted) rose to $0.93 vs. consensus ~$0.91 and showed year-over-year adjusted EPS growth, supporting the company’s profitability narrative. Brown & Brown (BRO) Q4 Earnings Beat Estimates
• Positive Sentiment: Strong headline revenue and adjusted margin expansion — total Q4 revenue was ~$1.61B (≈+35.7% YoY) and EBITDAC/EBITDAC‑Adjusted expanded, reflecting contribution from acquisitions and fee/commission growth. Management highlighted the Accession acquisition as a growth driver. Brown & Brown, Inc. announces fourth quarter 2025 results
• Neutral Sentiment: Analyst views remain mixed — some firms maintain buy ratings and higher targets while others are cautious; median street target sits below the 52‑week high, reflecting divergent views on acquisition payoff and organic growth. Brown & Brown Gears Up For Q4 Print; Here Are The Recent Forecast Changes
• Neutral Sentiment: Investor event / next steps — the company is hosting a conference call and slide presentation; execution on integration and guidance updates will be watched closely by investors. View Press Release / Slide Deck
• Negative Sentiment: Organic revenue declined and GAAP EPS fell — Organic Revenue was down ~2.8% in Q4 and GAAP diluted EPS fell to $0.59 (‑19.2% YoY), which some outlets flagged as a miss vs. expectations and a reason for downward share pressure. Brown & Brown, Inc. announces fourth quarter 2025 results (Business Insider)
• Negative Sentiment: Acquisition-related leverage and one-time items — the Accession deal drove large increases in goodwill, long‑term debt and non‑GAAP adjustments (earn‑outs, amortization, escrow mark‑to‑market), raising near‑term leverage and integration risk. Brown & Brown’s fourth-quarter profit rises on fee and commission growth (Reuters)
• Negative Sentiment: Market reaction: shares fell on the mixed print — outlets reported the stock declined after the report as investors weighed the earnings mix (adjusted beat vs. GAAP weakness and organic softness). Brown & Brown’s quarterly adjusted profit rises but shares fall on declining growth (MSN)

About Brown & Brown

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.