Brown & Brown, Inc.

NYSE:BRO 주식 리포트

시가총액: US$23.9b

Brown & Brown 배당 및 자사주 매입

배당 기준 점검 4/6

Brown & Brown 수익으로 충분히 충당되는 현재 수익률 0.92% 보유한 배당금 지급 회사입니다.

핵심 정보

0.9%

배당 수익률

2.4%

자사주 매입 수익률

총 주주 수익률3.3%
미래 배당 수익률1.1%
배당 성장률9.6%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향18%

최근 배당 및 자사주 매입 업데이트

Recent updates

Seeking Alpha • Jul 31

Brown & Brown's Q2: Strong Paper Growth, But Organic Business Shrinks

Summary Brown & Brown delivered strong year-over-year revenue growth, largely driven by the Accession acquisition, but organic growth has turned negative. Despite outperforming peers in revenue and dividend growth, BRO's stock has underperformed post-acquisition and now trades at a premium (P/B 1.86). Partnerships with Anthropic, McKinsey, and Accenture aim for an 'AI-first transformation' to drive long-term margin improvement, though near-term costs are expected. I maintain a 'hold' rating, citing negative organic growth, premium valuation, and recent underperformance versus the S&P 500 and sector ETF. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 29

BRO: Recent Results And Partnerships Will Support Measured Future Upside

Analysts have raised their price target for Brown & Brown from $73.38 to $75.63, reflecting updated assumptions for revenue growth, profit margins, and a modestly higher future P/E multiple. What’s in the News for Brown & Brown Brown & Brown reported unaudited second quarter 2026 results with total revenues of US$1.7b, which the company said was a 30.4% increase compared with the prior year, and diluted net income per share of US$0.84, with Diluted Net Income Per Share Adjusted of US$1.07.
내러티브 업데이트 • Jul 09

BRO: 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.
내러티브 업데이트 • Jun 25

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.
내러티브 업데이트 • Jun 11

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.
내러티브 업데이트 • May 27

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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: BRO 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: BRO 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Brown & Brown 배당 수익률 vs 시장
BRO의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (BRO)0.9%
시장 하위 25% (US)1.3%
시장 상위 25% (US)4.0%
업계 평균 (Insurance)2.4%
분석가 예측 (BRO) (최대 3년)1.1%

주목할만한 배당금: BRO 의 배당금( 0.92% )은 US 시장에서 배당금 지급자의 하위 25%( 1.33% )와 비교해 주목할 만하지 않습니다.

고배당: BRO 의 배당금( 0.92% )은 US 시장에서 배당금 지급자의 상위 25%( 3.99% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 지급 비율 ( 18% )이 낮기 때문에 BRO 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 15.3% )이 낮기 때문에 BRO 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/20 13:14
종가2026/08/20 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Brown & Brown, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Taylor ScottBarclays
null nullBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research