Brown & Brown, Inc.

NYSE:BRO 株式レポート

時価総額:US$19.8b

Brown & Brown マネジメント

マネジメント 基準チェック /44

Brown & Brownの CEO はJ. Brownで、 Jan2007年に任命され、 の在任期間は 19.33年です。 の年間総報酬は$ 8.64Mで、 14.5%給与と85.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.57%を直接所有しており、その価値は$ 311.36M 。経営陣と取締役会の平均在任期間はそれぞれ6.3年と14.6年です。

主要情報

J. Brown

最高経営責任者

US$8.6m

報酬総額

CEO給与比率14.47%
CEO在任期間19.3yrs
CEOの所有権1.6%
経営陣の平均在職期間6.3yrs
取締役会の平均在任期間14.6yrs

経営陣の近況

Recent updates

ナラティブの更新 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 Alpha
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

CEO報酬分析

Brown & Brown の収益と比較して、J. Brown の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$9mUS$1m

US$1b

Sep 30 2025n/an/a

US$987m

Jun 30 2025n/an/a

US$992m

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$12mUS$1m

US$981m

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$983m

Mar 31 2024n/an/a

US$915m

Dec 31 2023US$10mUS$1m

US$858m

Sep 30 2023n/an/a

US$736m

Jun 30 2023n/an/a

US$720m

Mar 31 2023n/an/a

US$675m

Dec 31 2022US$7mUS$1m

US$659m

Sep 30 2022n/an/a

US$616m

Jun 30 2022n/an/a

US$602m

Mar 31 2022n/an/a

US$595m

Dec 31 2021US$9mUS$1m

US$574m

Sep 30 2021n/an/a

US$572m

Jun 30 2021n/an/a

US$562m

Mar 31 2021n/an/a

US$523m

Dec 31 2020US$7mUS$1m

US$465m

Sep 30 2020n/an/a

US$460m

Jun 30 2020n/an/a

US$441m

Mar 31 2020n/an/a

US$437m

Dec 31 2019US$5mUS$1m

US$399m

報酬と市場: J.の 総報酬 ($USD 8.64M ) は、 US市場 ($USD 14.84M ) の同様の規模の企業の平均を下回っています。

報酬と収益: J.の報酬は、過去 1 年間の会社の業績と一致しています。


CEO

J. Brown (57 yo)

19.3yrs
在職期間
US$8,641,088
報酬

Mr. J. Powell Brown, CPCU, is a Member of Board of Trustees at American Institute for Chartered Property Casualty Underwriters since June 15, 2022. He has been the Chief Executive Officer of Brown & Brown...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
J. Brown
CEO, President & Director19.3yrsUS$8.64m1.57%
$ 311.4m
R. Watts
Executive VP12.3yrsUS$3.74m0.063%
$ 12.4m
Stephen Hearn
President of Retail Segment1.3yrsUS$4.13m0.0031%
$ 607.0k
Chris Walker
Executive VP & Chairman of Specialty Distribution Segment12.3yrsUS$3.40m0.048%
$ 9.5m
P. Brown
Executive VP & President of Retail Segment (Leave of Absence)6.3yrsUS$3.50m0.42%
$ 84.0m
Paul Gallagher
Principal Accounting Officer & Controller1.5yrsデータなし0.0013%
$ 257.9k
Kiet Tran
Chief Technology Officer4yrsデータなしデータなし
Eileen Akerson
Senior VP & Chief Legal Officerless than a yearデータなしデータなし
Jenny Goco
Director of Communicationsno dataデータなしデータなし
Julie Turpin
Executive VP & Chief People Officer6.2yrsデータなし0.024%
$ 4.8m
J. Penny
Executive VP & Chief Acquisitions Officer15.3yrsUS$3.22m0.21%
$ 41.7m
Richard Knudson
Senior Vice President of Retail Segmentno dataデータなしデータなし
6.3yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: BROの経営陣は経験豊富で経験豊富です(平均在職期間は6.3年)。


取締役

名称ポジション在職期間報酬所有権
J. Brown
CEO, President & Director18.6yrsUS$8.64m1.57%
$ 311.4m
Jaymin Patel
Independent Director3.3yrsUS$272.46k0.0021%
$ 406.6k
J. Brown
Chairman of the Board33.3yrsUS$390.47k11.16%
$ 2.2b
Theodore Hoepner
Independent Director32.3yrsUS$247.46k0.036%
$ 7.2m
H. Proctor
Lead Independent Director13.6yrsUS$282.46k0.015%
$ 2.9m
Lawrence Gellerstedt
Independent Director7.4yrsUS$272.46k0.0069%
$ 1.4m
Toni Jennings
Independent Director19.3yrsUS$247.46k0.017%
$ 3.4m
Paul Krump
Independent Director2.9yrsUS$272.46k0.0023%
$ 456.2k
Wendell Reilly
Independent Director18.6yrsUS$247.46k0.070%
$ 13.9m
Timothy R. Main
Independent Director15.6yrsUS$247.46k0.011%
$ 2.1m
Bronislaw Masojada
Independent Director2.9yrsUS$247.46k0.0030%
$ 591.1k
James Hunt
Independent Director13yrsUS$247.46k0.0080%
$ 1.6m
14.6yrs
平均在職期間
66.5yo
平均年齢

経験豊富なボード: BROの 取締役会 は経験豊富で 経験豊富 です ( 14.6年の平均在任期間)。


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2026/05/22 19:19
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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。29

アナリスト機関
Taylor ScottBarclays
null nullBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research