Brown & Brown 과거 순이익 실적
과거 기준 점검 2/6
Brown & Brown은 연평균 15.9%의 비율로 수입이 증가해 온 반면, Insurance 산업은 수입이 14.6% 증가했습니다. 매출은 연평균 15.2%의 비율로 증가했습니다. Brown & Brown의 자기자본이익률은 9.2%이고 순이익률은 18.2%입니다.
핵심 정보
15.88%
순이익 성장률
13.97%
주당순이익(EPS) 성장률
| Insurance 산업 성장률 | 8.02% |
| 매출 성장률 | 15.18% |
| 자기자본이익률 | 9.20% |
| 순이익률 | 18.17% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
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.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 Alpha내러티브 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 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Brown & Brown가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 6,258 | 1,137 | 0 | 0 |
| 31 Dec 25 | 5,763 | 1,043 | 0 | 0 |
| 30 Sep 25 | 5,344 | 987 | 0 | 0 |
| 30 Jun 25 | 4,949 | 992 | 0 | 0 |
| 31 Mar 25 | 4,853 | 1,019 | 0 | 0 |
| 31 Dec 24 | 4,705 | 981 | 0 | 0 |
| 30 Sep 24 | 4,553 | 1,039 | 0 | 0 |
| 30 Jun 24 | 4,449 | 983 | 0 | 0 |
| 31 Mar 24 | 4,333 | 915 | 0 | 0 |
| 31 Dec 23 | 4,199 | 858 | 0 | 0 |
| 30 Sep 23 | 4,094 | 736 | 0 | 0 |
| 30 Jun 23 | 3,969 | 720 | 0 | 0 |
| 31 Mar 23 | 3,771 | 675 | 0 | 0 |
| 31 Dec 22 | 3,566 | 659 | 0 | 0 |
| 30 Sep 22 | 3,409 | 616 | 0 | 0 |
| 30 Jun 22 | 3,252 | 602 | 0 | 0 |
| 31 Mar 22 | 3,140 | 595 | 0 | 0 |
| 31 Dec 21 | 3,050 | 574 | 0 | 0 |
| 30 Sep 21 | 2,953 | 572 | 0 | 0 |
| 30 Jun 21 | 2,857 | 562 | 0 | 0 |
| 31 Mar 21 | 2,728 | 523 | 0 | 0 |
| 31 Dec 20 | 2,611 | 465 | 0 | 0 |
| 30 Sep 20 | 2,547 | 460 | 0 | 0 |
| 30 Jun 20 | 2,490 | 441 | 0 | 0 |
| 31 Mar 20 | 2,466 | 437 | 0 | 0 |
| 31 Dec 19 | 2,386 | 399 | 0 | 0 |
| 30 Sep 19 | 2,317 | 395 | 0 | 0 |
| 30 Jun 19 | 2,229 | 386 | 0 | 0 |
| 31 Mar 19 | 2,128 | 367 | 0 | 0 |
| 31 Dec 18 | 2,010 | 344 | 0 | 0 |
| 30 Sep 18 | 1,976 | 458 | 0 | 0 |
| 30 Jun 18 | 1,920 | 428 | 0 | 0 |
| 31 Mar 18 | 1,913 | 420 | 0 | 0 |
| 31 Dec 17 | 1,857 | 400 | 0 | 0 |
| 30 Sep 17 | 1,817 | 270 | 0 | 0 |
| 30 Jun 17 | 1,804 | 265 | 0 | 0 |
| 31 Mar 17 | 1,785 | 267 | 0 | 0 |
| 31 Dec 16 | 1,763 | 257 | 0 | 0 |
| 30 Sep 16 | 1,734 | 262 | 0 | 0 |
| 30 Jun 16 | 1,704 | 256 | 0 | 0 |
| 31 Mar 16 | 1,676 | 248 | 0 | 0 |
| 31 Dec 15 | 1,657 | 243 | 0 | 0 |
| 30 Sep 15 | 1,643 | 210 | -19 | 0 |
| 30 Jun 15 | 1,632 | 211 | -14 | 0 |
양질의 수익: BRO는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: BRO의 현재 순 이익률 (18.2%)은 지난해 (21%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: BRO의 수익은 지난 5년 동안 연평균 15.9% 증가했습니다.
성장 가속화: 지난 1년간 BRO 의 수익 증가율(11.6%)은 5년 평균(연간 15.9%)보다 낮습니다.
수익 대 산업: BRO의 지난 1년 수익 증가율(11.6%)은 Insurance 업계 평균(36.5%)을 능가하지 못했습니다.
자기자본이익률
높은 ROE: BRO의 자본 수익률(9.2%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/11 21:43 |
| 종가 | 2026/06/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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.
| 분석가 | 기관 |
|---|---|
| Taylor Scott | Barclays |
| null null | BMO Capital Markets Equity Research |
| Michael Zaremski | BMO Capital Markets Equity Research |