Brown & Brown (NYSE:BRO) Releases Earnings Results, Misses Estimates By $0.01 EPS

Brown & Brown (NYSE:BRO) posted its quarterly earnings results on Monday. The financial services provider reported $1.07 EPS for the quarter, missing the consensus estimate of $1.08 by ($0.01), FiscalAI reports. The firm had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.76 billion. The business’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the previous year, the business earned $1.05 earnings per share.

Brown & Brown Price Performance

NYSE BRO opened at $67.57 on Wednesday. Brown & Brown has a 12 month low of $53.81 and a 12 month high of $86.75. The firm has a market capitalization of $22.61 billion, a PE ratio of 21.38 and a beta of 0.60. The company’s 50 day simple moving average is $67.22 and its 200 day simple moving average is $67.03.

Brown & Brown Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 11th. Stockholders of record on Wednesday, November 4th will be issued a $0.18 dividend. This represents a $0.72 annualized dividend and a dividend yield of 1.1%. This is a boost from Brown & Brown’s previous quarterly dividend of $0.1650. The ex-dividend date is Wednesday, November 4th. Brown & Brown’s payout ratio is 22.78%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on BRO. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of Brown & Brown in a report on Wednesday, July 29th. Jefferies Financial Group restated a “hold” rating on shares of Brown & Brown in a research report on Wednesday, July 29th. Weiss Ratings raised Brown & Brown from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 22nd. Citigroup reaffirmed a “market outperform” rating on shares of Brown & Brown in a report on Monday, October 12th. Finally, Morgan Stanley reduced their price objective on Brown & Brown from $60.00 to $55.00 and set an “underweight” rating for the company in a research report on Tuesday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Brown & Brown currently has a consensus rating of “Hold” and an average target price of $76.00.

Key Stories Impacting Brown & Brown

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

• Positive Sentiment: Third-quarter revenue increased 7.4% year over year to $1.725 billion, while net income rose 5.7% to $240 million. Adjusted EPS increased 1.9% to $1.07, and nine-month revenue grew 23.4% to $5.3 billion. Brown & Brown third-quarter 2026 results
• Positive Sentiment: Management said it expects Accession-related integration efforts to generate $175 million in run-rate net EBITDAC synergies by the end of 2028, providing a potential longer-term earnings catalyst. Brown & Brown synergy and growth outlook
• Neutral Sentiment: Analysts and investors are assessing whether the recent acquisition-driven expansion can translate into stronger organic growth. The reported median analyst price target is $70, close to the stock’s recent trading range. Is Brown & Brown undervalued after its Q3 earnings miss?
• Negative Sentiment: Revenue of $1.70 billion missed the $1.76 billion consensus estimate, while adjusted EPS of $1.07 was slightly below the $1.08 expectation. The earnings miss contributed to the market’s negative reaction. Why Brown & Brown stock slumped
• Negative Sentiment: Core organic revenue grew only 1.2%, or 1.5% including contingents, indicating that acquisitions supplied much of the growth. The retail segment is projected to achieve only 2%–4% organic growth in 2027. BRO Q3 earnings miss on weak growth and margin pressure
• Negative Sentiment: Profitability weakened: the adjusted EBITDAC margin fell to 34.6% from 36.6% a year earlier, and the pretax margin declined to 18.6% from 19.4%. Investors remain concerned about integration costs, softer specialty markets and moderating insurance pricing. Why Brown & Brown stock is trading lower

Brown & Brown Company Profile

Brown & Brown, Inc is an insurance brokerage and risk management company headquartered in Daytona Beach, Florida. The company helps businesses, public entities, individuals and other organizations identify, manage and transfer risk by arranging insurance coverage and providing related advisory services.

Its operations include retail insurance brokerage, national programs, wholesale brokerage and services. Brown & Brown offers property and casualty insurance, employee benefits, personal insurance, surety and other specialized coverage.