Brown & Brown (BRO) Panoramica del titolo
Brown & Brown, Inc. commercializza e vende prodotti e servizi assicurativi negli Stati Uniti, nel Regno Unito e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
BRO Community Fair Values
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Analyst Price Targets
Concorrenti di Brown & Brown, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$55.35 |
| Massimo di 52 settimane | US$113.84 |
| Minimo di 52 settimane | US$55.20 |
| Beta | 0.66 |
| Variazione di 1 mese | -14.95% |
| Variazione a 3 mesi | -18.13% |
| Variazione di 1 anno | -50.03% |
| Variazione a 3 anni | -15.97% |
| Variazione a 5 anni | 5.97% |
| Variazione dall'IPO | 13,455.11% |
Notizie e aggiornamenti recenti
Aggiornamento dell'analisi • May 07
BRO: Ongoing Buybacks And Solid Margins Will Support Future Upside
Analysts have trimmed their price target for Brown & Brown to about $73.80, down from around $79.47, as they now apply a slightly higher discount rate and assume more moderate revenue growth, profit margins, and future P/E levels. What's in the News From October 1, 2025 to December 31, 2025, Brown & Brown repurchased 1,255,970 shares for US$100 million, representing 0.37% of the company.Seeking Alpha • Apr 29
Brown & Brown: No Significant Upside After Q1 2026
Summary Brown & Brown remains fundamentally strong but is overvalued at current levels, warranting a 'Hold' rating. Despite robust M&A execution and insider alignment, BRO’s premium valuation is unsupported by slowing organic growth and sector headwinds. I lower my price target to $58/share, reflecting reduced growth forecasts (7-8%) and increased sector risks, especially in flood insurance. The current risk/reward is unattractive; BRO’s 1% yield and subpar credit rating further limit upside in a softening insurance market. Read the full article on Seeking AlphaRecent updates
Aggiornamento dell'analisi • May 07
BRO: Ongoing Buybacks And Solid Margins Will Support Future Upside
Analysts have trimmed their price target for Brown & Brown to about $73.80, down from around $79.47, as they now apply a slightly higher discount rate and assume more moderate revenue growth, profit margins, and future P/E levels. What's in the News From October 1, 2025 to December 31, 2025, Brown & Brown repurchased 1,255,970 shares for US$100 million, representing 0.37% of the company.Seeking Alpha • Apr 29
Brown & Brown: No Significant Upside After Q1 2026
Summary Brown & Brown remains fundamentally strong but is overvalued at current levels, warranting a 'Hold' rating. Despite robust M&A execution and insider alignment, BRO’s premium valuation is unsupported by slowing organic growth and sector headwinds. I lower my price target to $58/share, reflecting reduced growth forecasts (7-8%) and increased sector risks, especially in flood insurance. The current risk/reward is unattractive; BRO’s 1% yield and subpar credit rating further limit upside in a softening insurance market. Read the full article on Seeking AlphaAggiornamento dell'analisi • Apr 20
BRO: Ongoing Buybacks And Solid Margins Will Support Future Upside
Analysts have reduced their price target on Brown & Brown to $79.47 from $81.93, reflecting slightly adjusted assumptions related to future revenue growth, profit margins, and P/E multiples. What's in the News Brown & Brown repurchased 1,255,970 shares between October 1, 2025 and December 31, 2025 for $100 million, representing 0.37% of its shares (Key Developments).Aggiornamento dell'analisi • Apr 05
BRO: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have reduced their price target for Brown & Brown to $81.93 from $83.29, citing slightly lower assumptions for fair value, revenue growth, profit margin, and future P/E in their models. What's in the News Brown & Brown repurchased 1,255,970 shares between October 1, 2025 and December 31, 2025 for US$100 million, representing 0.37% of its shares under the existing buyback program (Key Developments).Aggiornamento dell'analisi • Mar 22
BRO: Continued Share Repurchases Will Support Future Upside Potential
Analysts have slightly adjusted their price target on Brown & Brown to $83.29, a move of about $0.14, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Completed repurchase of 1,255,970 shares between October 1, 2025 and December 31, 2025 for US$100 million, representing 0.37% of shares outstanding (Key Developments) Buyback activity under the authorization announced on July 20, 2015 now totals 17,785,072 shares repurchased for US$622.96 million, representing 6.26% of shares outstanding (Key Developments) Valuation Changes Fair Value: Model fair value moves slightly from $83.43 to $83.29, a change of about $0.14.Aggiornamento dell'analisi • Mar 07
BRO: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have made a small downward tweak to their price target on Brown & Brown, trimming it by about $0.07 as they fine tune assumptions around fair value, discount rate, revenue growth, profit margins and future P/E. What's in the News Completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying 1,255,970 shares for US$100 million, equal to 0.37% of shares.Aggiornamento dell'analisi • Feb 21
BRO: Completed Buyback Program Will Support Future Upside Potential
Analysts have modestly trimmed their price target for Brown & Brown to about $83.50, reflecting small adjustments to assumptions around fair value, revenue growth, profit margins, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, Brown & Brown repurchased 1,255,970 shares for US$100 million, representing roughly 0.37% of shares outstanding under its ongoing buyback program (Key Developments).Aggiornamento dell'analisi • Feb 07
BRO: Moderated Assumptions And Buyback Completion Will Support Future Upside
Analysts have trimmed their price target on Brown & Brown to about US$84 from roughly US$90, citing updated assumptions for growth, profitability and a slightly lower future P/E multiple. Valuation Changes Fair Value Estimate was revised from US$90 to about US$84.36, reflecting a modest reduction in the modeled intrinsic value.Aggiornamento dell'analisi • Jan 23
BRO: Acquisition Pipeline And Completed Buyback Program Will Support Future Upside
Analysts now see Brown & Brown's fair value at $90.00, down from $92.29, reflecting updated assumptions around revenue growth, profit margin, and future P/E multiples. What's in the News Brown & Brown reports that from July 1, 2025 to October 22, 2025 it repurchased 0 shares for US$0, completing a total buyback of 16,529,102 shares, or 5.89%, for US$522.96 million under the program announced on July 20, 2015 (Key Developments).Aggiornamento dell'analisi • Jan 08
BRO: Larger Buyback And Rising Dividend Will Support Future Upside
Analysts have trimmed their price target on Brown & Brown slightly to about $92.29 per share from roughly $92.86, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News Brown & Brown reported that from July 1, 2025 to October 22, 2025, it repurchased 0 shares for US$0 under its existing buyback, while having completed repurchases of 16,529,102 shares for US$522.96m since the program began in 2015 (company disclosure).Aggiornamento dell'analisi • Dec 22
BRO: Expanded Buyback Program Will Support Future Share Price Upside
Analysts have modestly trimmed their price target on Brown & Brown to approximately 92.86 dollars from 93.50 dollars, reflecting slightly lower expectations for revenue growth and profit margins, even as they apply a somewhat higher future earnings multiple. What's in the News Brown & Brown signaled an active M&A strategy, highlighting a strong pipeline of domestic and international acquisition opportunities that fit its cultural and financial criteria (Third Quarter Earnings Call).Aggiornamento dell'analisi • Dec 08
BRO: Expanded Buyback Authorization Will Support Future Share Price Upside
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).Aggiornamento dell'analisi • Nov 24
BRO: Equity Buyback Authorization And 10% Dividend Increase Will Drive Upside
Analysts have slightly reduced their price target for Brown & Brown from $97.08 to $93.50. They cite modest adjustments in valuation assumptions and updated growth forecasts as the reasons for this change.Aggiornamento dell'analisi • Nov 06
BRO: Equity Buyback Expansion And Dividend Hike Will Drive Near-Term Upside
Analysts have revised Brown & Brown's fair value estimate downward from $108.33 to $97.08. This change reflects tempered expectations for the company's revenue growth and profitability.Aggiornamento dell'analisi • Oct 22
Analysts Maintain Price Target as Brown and Brown Updates Buyback and Valuation Forecasts
Narrative Update on Brown & Brown Analysts have maintained their price target for Brown & Brown at $108.33, citing stable fair value estimates, a slight increase in the discount rate, and minimal adjustments to revenue growth and profit margin forecasts. What's in the News Brown & Brown completed the repurchase of 16,529,102 shares, equaling 5.89% of its outstanding shares, for a total of $522.96 million under the buyback program announced on July 20, 2015 (Key Developments).Aggiornamento dell'analisi • Oct 08
13 Acquisitions And Cost Control Will Unlock Future Potential
Analysts have slightly revised their price target for Brown & Brown, lowering it from $109.92 to $108.33 per share. They cite largely stable growth and profit expectations, with only minor adjustments to underlying assumptions.Aggiornamento dell'analisi • Aug 06
13 Acquisitions And Cost Control Will Unlock Future Potential
The decrease in Brown & Brown’s fair value target primarily reflects a higher discount rate while forward earnings multiples remain stable, resulting in the consensus price target being revised down from $117.55 to $111.36. What's in the News Brown & Brown announced a strategic collaboration with WireX Systems to integrate cybersecurity and incident response solutions into its risk management and insurance services, aiming to deliver enhanced and measurable financial benefits for customers.Seeking Alpha • Mar 31
Brown & Brown: A Shield Against Market Turbulence
Summary Brown & Brown's growth is driven by insurance premium growth, strategic acquisitions, and potential corporate tax cuts, justifying a 'Strong Buy' rating with a fair value of $154 per share. Recent acquisitions of Quintes Holding B.V. and Drewberry expand Brown & Brown's international footprint, enhancing revenue and cost synergies. BRO achieved 13.8% organic revenue growth and 22.6% adj. EBITDAC growth in FY24, benefiting from market share gains and rising insurance premiums. Despite economic uncertainties, Brown & Brown's stable business model and strategic M&A pipeline position it well for continued growth and resilience. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
Brown & Brown - Why The Outperformance, And Where It Could Go 2025-2027
Summary Brown & Brown has delivered impressive returns, outperforming the market with an 80% total return over the past 2+ years. Despite its strong performance and diversified business model, Brown & Brown's current valuation is too high, limiting its upside potential. The company faces risks from increased competition in M&A and potential market corrections, impacting future growth and returns. I maintain a "Hold" rating with a price target of $55/share, as the current valuation does not justify a buy recommendation. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Brown & Brown's Price Is Up, But Value Isn't Much Different
Summary YTD results show Brown & Brown executing on its continual growth. Lower rates invite competition from private equity in M&A, but most of 2024's growth has been organic. Impacts of Hurricanes Helene and Milton may moderate some of the year's growth from contingent commissions. The long-term outlook, however, remains positive. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
Brown & Brown Q2: Strong Insurance Premium Growth Continues
Summary Brown & Brown stock price increased by 32% since January 2024, outperforming S&P 500 index return. The company reported 10% organic revenue growth in Q2, driven by pricing increase and program growth. Recent acquisitions of CI Group and Quintes support international expansion strategy, reiterating a 'Strong Buy' rating with a fair value of $120 per share. Read the full article on Seeking AlphaSeeking Alpha • Jul 02
Brown & Brown: Trading Near Fair Value, Hold But The Upside Is Limited (Technical Analysis)
Summary Stock gained 21.52% since bullish thesis. Hold rating due to nearing fair value. Technical indicators show cooling bullish trajectory, insiders aligned with shareholders, hold rational. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
Brown & Brown Insurance: A Fairly Priced Super-Compounder
Summary Brown & Brown Insurance, led by the Brown family, has consistently provided attractive returns for shareholders. The company operates as an agency for insurers, protecting itself from underwriting risks. With a focus on M&A, diverse cash flows, and a competent leadership team, the company is positioned for future growth. The main risks, therefore, are the price one pays for the shares and anything that could disrupt its sales operation (like AI). Read the full article on Seeking AlphaRendimenti per gli azionisti
| BRO | US Insurance | US Mercato | |
|---|---|---|---|
| 7D | -4.0% | -0.7% | 2.6% |
| 1Y | -50.0% | -10.0% | 26.2% |
Ritorno vs Industria: BRO ha avuto una performance inferiore rispetto al US Insurance che ha registrato un rendimento -10 % nell'ultimo anno.
Rendimento vs Mercato: BRO ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.2 % nell'ultimo anno.
Volatilità dei prezzi
| BRO volatility | |
|---|---|
| BRO Average Weekly Movement | 4.2% |
| Insurance Industry Average Movement | 4.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: BRO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di BRO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1939 | 22,888 | J. Brown | www.bbrown.com |
Brown & Brown, Inc. commercializza e vende prodotti e servizi assicurativi negli Stati Uniti, nel Regno Unito e a livello internazionale. Opera attraverso i segmenti Retail e Specialty Distribution. Il segmento Retail fornisce prodotti assicurativi contro i danni e gli infortuni, prodotti assicurativi per i dipendenti, prodotti assicurativi personali, prodotti assicurativi speciali, strategie di gestione del rischio, indagini e analisi di controllo delle perdite, consulenza e servizi di elaborazione dei sinistri.
Brown & Brown, Inc. Riepilogo dei fondamenti
| BRO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$19.13b |
| Utili (TTM) | US$1.14b |
| Ricavi(TTM) | US$6.26b |
16.5x
Rapporto P/E3.0x
Rapporto P/SBRO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BRO Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.26b |
| Costo del fatturato | US$2.92b |
| Profitto lordo | US$3.34b |
| Altre spese | US$2.20b |
| Utili | US$1.14b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.35 |
| Margine lordo | 53.37% |
| Margine di profitto netto | 18.17% |
| Rapporto debito/patrimonio netto | 62.0% |
Come si è comportato BRO nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.2%
Rendimento attuale del dividendo18%
Rapporto di remunerazioneBRO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di BRO| Brown & Brown date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 11 2026 |
| Data di pagamento dei dividendi | May 20 2026 |
| Giorni fino al dividendo Ex | 1 day |
| Giorni prima della data di pagamento dei dividendi | 8 days |
BRO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di BROAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 09:27 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Brown & Brown, Inc. è coperta da 28 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Taylor Scott | Barclays |
| null null | BMO Capital Markets Equity Research |
| Michael Zaremski | BMO Capital Markets Equity Research |