Brown & Brown 配当と自社株買い
配当金 基準チェック /46
Brown & Brownは配当を支払う会社で、現在の利回りは0.98%ですが、利益によって十分にカバーされています。次の支払い日は 19th August, 2026で、権利落ち日は12th August, 2026 。
主要情報
1.0%
配当利回り
-17.4%
バイバック利回り
| 総株主利回り | -16.4% |
| 将来の配当利回り | 1.2% |
| 配当成長 | 9.5% |
| 次回配当支払日 | 19 Aug 26 |
| 配当落ち日 | 12 Aug 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 18% |
最近の配当と自社株買いの更新
Recent updates
Brown & Brown: Undervalued And Positioned For Long-Term Growth
Summary Brown & Brown is undervalued, fundamentally strong, and positioned for long-term total return and dividend growth. Q1 2026 revenue rose 35.4% to $1.90 billion, driven by acquisitions, notably the $9.8 billion Accession deal. BRO trades at a forward P/E of 13 versus its 10-year average of 24.3, reflecting a 35% discount to fair value. Management is pivoting toward high-margin, specialized advisory services and actively reducing share count while maintaining a low payout ratio. Read the full article on Seeking AlphaBRO: Cyber And Real Estate Partnerships Will Support Measured Future Upside
Analysts have raised their fair value estimate for Brown & Brown to $73.38 from $71.50, citing updated assumptions related to revenue growth, profit margins, and a slightly higher future P/E multiple. What’s in the News for Brown & Brown Brown & Brown was dropped from the Russell 3000E Growth Benchmark index.BRO: Cyber Risk Expansion And Accession Synergies Will Drive Future Upside
Analysts maintained their fair value estimate for Brown & Brown at $71.50, with no change in key inputs such as discount rate, revenue growth, profit margin, or future P/E. This reflects an unchanged overall view of the stock's risk and return profile based on the latest available research.BRO: Accession Synergies And Technology Investments Will Support Future Upside
Analysts have trimmed their price target on Brown & Brown to $71.50 from $73, reflecting slightly adjusted assumptions on long term growth, profit margins, and future P/E multiples. What's in the News Brown & Brown reported Q1 2026 total revenue of US$35.4 for every US$100 of the prior period level and an improved EBITDAC margin, according to recent coverage as of 2 Jun 2026.BRO: Solid Margins And Revised P E Multiple Will Support Upside
Analysts have reduced their price target on Brown & Brown to $73.00 from $73.80, reflecting updated views on modestly adjusted revenue growth, profit margin expectations and a lower assumed future P/E multiple. Valuation Changes Fair Value: Trimmed slightly to $73.00 from $73.80.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.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).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).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.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.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).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.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).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).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).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).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.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.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).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.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.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 AlphaBrown & 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 AlphaBrown & 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 AlphaBrown & 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 Alpha配当金の支払いについて
決済の安定と成長
配当データの取得
安定した配当: BROの1株当たり配当金は過去10年間安定しています。
増加する配当: BROの配当金は過去10年間にわたって増加しています。
配当利回り対市場
| Brown & Brown 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (BRO) | 1.0% |
| 市場下位25% (US) | 1.3% |
| 市場トップ25% (US) | 4.1% |
| 業界平均 (Insurance) | 2.4% |
| アナリスト予想 (BRO) (最長3年) | 1.2% |
注目すべき配当: BROの配当金 ( 0.98% ) はUS市場の配当金支払者の下位 25% ( 1.33% ) と比べると目立ったものではありません。
高配当: BROの配当金 ( 0.98% ) はUS市場の配当金支払者の上位 25% ( 4.05% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: BROは低い 配当性向 ( 17.8% ) であるため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: BROは低い 現金配当性向 ( 15.7% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日(UTC時間) |
|---|---|
| 企業分析 | 2026/07/27 10:14 |
| 終値 | 2026/07/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Brown & Brown, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Taylor Scott | Barclays |
| null null | BMO Capital Markets Equity Research |
| Michael Zaremski | BMO Capital Markets Equity Research |