Update shared on 08 Dec 2025
Analysts have modestly raised their 12 month price target on Brown & Brown to approximately $93.50, citing sustained strong revenue growth, resilient profit margins, and supportive long term valuation multiples.
What's in the News
- Board approves a 10% increase in the regular quarterly cash dividend to $0.165 per share, marking Brown & Brown's 32nd consecutive annual dividend increase (board dividend announcement).
- Company expands its equity buyback authorization by approximately $1.25 billion, lifting total authorization to about $2.02 billion (buyback plan update).
- Brown & Brown reports that it has completed repurchases of roughly 16.5 million shares for about $523 million under its long running buyback program (buyback tranche disclosure).
- Management reiterates an active M&A strategy, highlighting a strong domestic and international pipeline of culturally aligned, financially attractive acquisition targets discussed on the third quarter earnings call (earnings call commentary).
Valuation Changes
- Fair Value Estimate: unchanged at approximately $93.50 per share, reflecting a stable intrinsic valuation outlook.
- Discount Rate: effectively unchanged at about 6.96 percent, indicating no material shift in the assumed cost of capital.
- Revenue Growth: essentially flat at roughly 18.54 percent projected growth, suggesting a consistent top line trajectory.
- Net Profit Margin: stable at about 17.99 percent, indicating no meaningful change in long term profitability assumptions.
- Future P/E: steady at approximately 29.8 times forward earnings, signaling a consistent valuation multiple framework.
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