BRO Stock Analysis: Brown & Brown | NYSE

Insurance Brokers | NYSE, USA | Market Cap: 24.353m USD | 12M Return: -23.1% | US1152361010 | Charts, Fundamentals & Technical Analysis

Property Insurance, Employee Benefits, Professional Liability, Risk Management
Total Rating 31
Safety 67
Buy Signal -0.49
Insurance Brokers
Industry Rotation: -1.6
Market Cap: 24.4B
Avg Turnover: 128M
Risk 3d forecast
Volatility32.2%
VaR 5th Pctl5.47%
VaR vs Median3.24%
Reward TTM
Sharpe Ratio-0.84
Rel. Str. IBD42.5
Rel. Str. Peer Group15
Character TTM
Beta-0.374
Beta Downside-0.381
Hurst Exponent0.533
Drawdowns 3y
Max DD55.85%
CAGR/Max DD0.01
CAGR/Mean DD0.02
EPS (Earnings per Share) EPS (Earnings per Share) of BRO over the last years for every Quarter: "2021-06": 0.49, "2021-09": 0.58, "2021-12": 0.42, "2022-03": 0.78, "2022-06": 0.51, "2022-09": 0.5, "2022-12": 0.5, "2023-03": 0.84, "2023-06": 0.68, "2023-09": 0.71, "2023-12": 0.58, "2024-03": 1.14, "2024-06": 0.93, "2024-09": 0.91, "2024-12": 0.86, "2025-03": 1.29, "2025-06": 1.03, "2025-09": 1.05, "2025-12": 0.93, "2026-03": 1.39, "2026-06": 1.07,
EPS CAGR: 20.38%
EPS Trend: 96.5%
Last SUE: -0.25
Qual. Beats: 0
Revenue Revenue of BRO over the last years for every Quarter: 2021-06: 726.1, 2021-09: 770.1, 2021-12: 737.912, 2022-03: 904.3, 2022-06: 839.1, 2022-09: 926.4, 2022-12: 893.2, 2023-03: 1108, 2023-06: 1036, 2023-09: 1066, 2023-12: 972.4, 2024-03: 1237, 2024-06: 1154, 2024-09: 1186, 2024-12: 1089, 2025-03: 1385, 2025-06: 1249, 2025-09: 1606, 2025-12: 1669, 2026-03: 1901, 2026-06: 1676,
Rev. CAGR: 19.76%
Rev. Trend: 95.8%
Last SUE: -1.18
Qual. Beats: -1

Warnings

Strong Share Dilution
Seasonal Headwind

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan -1.6% 26
Feb +1.2% 18
Mar -1.4% 16
Apr -2.5% 11
May -0.2% 19
Jun -0.7% 17
Jul +3.3% 45
Aug +1.3% 40
Sep -4.5% 70
Oct -2.5% 30
Nov +1.8% 42
Dec -1.3% 17

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BRO Brown & Brown

Brown & Brown, Inc. (NYSE: BRO) is a U.S.-headquartered insurance brokerage founded in 1939 and based in Daytona Beach, Florida, that markets and sells insurance products and services across the United States, the United Kingdom, and other international markets. The company operates through two reportable segments: Retail and Specialty Distribution, generating revenue primarily through commissions and fees paid by insurance carriers for policies placed on behalf of clients.

The Retail segment delivers property and casualty, employee benefits, and personal insurance products, alongside risk management, loss control, consultancy, and claims processing services, and also extends into non-insurance offerings via automobile and recreational vehicle dealer services. It serves commercial, public and quasi-public entities, professional, and individual customers.

The Specialty Distribution segment combines wholesale brokerage with specialty businesses, placing professional liability and package insurance for professions such as dentistry, legal, eyecare, physicians, and real estate title, as well as wedding, event, medical facility, and cyber coverages. This segment also provides public entity and specialty programs through independent agents, program management services for carrier partners, and excess and surplus lines underwriting under the Arrowhead Programs brand.

Headlines to Watch Out For
  • Specialty Distribution organic growth outpaces Retail segment
  • Bolt-on M&A activity accelerates with insurance broker consolidation
  • Commercial P&C rate softening pressures commission revenue growth
Piotroski VR-10 (Strict) 5.0
Net Income: 1.21b TTM > 0 and > 6% of Revenue
FCF/TA: 0.05 > 0.02 and ΔFCF/TA 0.07 > 1.0
NWC/Revenue: 14.29% < 20% (prev 187.1%; Δ -172.8% < -1%)
CFO/TA 0.05 > 3% & CFO 1.52b > Net Income 1.21b
Net Debt (7.34b) to EBITDA (2.42b): 3.03 < 3
Current Ratio: 1.13 > 1.5 & < 3
Outstanding Shares: last quarter (339.0m) vs 12m ago 15.70% < -2%
Gross Margin: 59.02% > 18% (prev 48.81%; Δ 10.21% > 0.5%)
Asset Turnover: 24.68% > 50% (prev 19.15%; Δ 5.53% > 0%)
Interest Coverage Ratio: 4.77 > 6 (EBIT TTM 1.93b / Interest Expense TTM 405.0m)
Altman Z'' 2.28
A: 0.03 (Total Current Assets 8.69b - Total Current Liabilities 7.71b) / Total Assets 29.9b
B: 0.25 (Retained Earnings 7.59b / Total Assets 29.9b)
C: 0.07 (EBIT TTM 1.93b / Avg Total Assets 27.8b)
D: 0.73 (Book Value of Equity 12.6b / Total Liabilities 17.3b)
Altman-Z'' = 2.28 = BBB
Beneish M -2.63
DSRI: 0.86 (Receivables 3.18b/2.65b, Revenue 6.85b/4.91b)
GMI: 0.83 (GM 48.81% / 59.02%)
AQI: 1.65 (AQ_t 0.69 / AQ_t-1 0.42)
SGI: 1.40 (Revenue 6.85b / 4.91b)
TATA: -0.01 (NI 1.21b - CFO 1.52b) / TA 29.9b)
Beneish M = -2.63 (Cap -4..+1) = A
What is the price of BRO shares?

As of August 29, 2026, the stock is trading at USD 73.31 with a total of 1,397,427 shares traded. Over the past week, the price has changed by +0.53%, over one month by -0.23%, over three months by +29.27% and over the past year by -23.07%.

Current recommended Stop Loss: 68.30 (which is 6.8% or 2.5 ATR below the current price).

Is BRO a buy, sell or hold?

Brown & Brown has received a consensus analysts rating of 3.58. Therefore, it is recommended to hold BRO.

  • StrongBuy: 3
  • Buy: 2
  • Hold: 6
  • Sell: 1
  • StrongSell: 0

What are the forecasts/targets for the BRO price?
Analysts Target Price 76.7 4.6%
Brown & Brown (BRO) - Fundamental Data Overview as of 28 August 2026
Market Cap USD = 24.4b (24.4b USD * 1.0 USD.USD)
P/E Trailing = 23.2524
P/E Forward = 16.0772
P/S = 3.655
P/B = 1.9503
P/EG = 1.5098
Revenue TTM = 6.85b USD
EBIT TTM = 1.93b USD
EBITDA TTM = 2.42b USD
Long Term Debt = 7.35b USD (from longTermDebt, last quarter)
Short Term Debt = 413.0m USD (from shortTermDebt, last quarter)
Debt = 8.26b USD (from shortLongTermDebtTotal, last quarter) + Leases 248.0m
Net Debt = 7.34b USD (calculated: Debt 8.26b - CCE 918.0m)
Enterprise Value = 31.7b USD (24.4b + Debt 8.26b - CCE 918.0m)
Interest Coverage Ratio = 4.77 (Ebit TTM 1.93b / Interest Expense TTM 405.0m)
EV/FCF = 21.21x (Enterprise Value 31.7b / FCF TTM 1.49b)
FCF Yield = 4.71% (FCF TTM 1.49b / Enterprise Value 31.7b)
FCF Margin = 21.80% (FCF TTM 1.49b / Revenue TTM 6.85b)
Net Margin = 17.59% (Net Income TTM 1.21b / Revenue TTM 6.85b)
Gross Margin = 59.02% ((Revenue TTM 6.85b - Cost of Revenue TTM 2.81b) / Revenue TTM)
Gross Margin QoQ = 50.0% (prev 52.29%)
Tobins Q-Ratio = 1.06 (Enterprise Value 31.7b / Total Assets 29.9b)
Interest Expense / Debt = 4.91% (Interest Expense 405.0m / Debt 8.26b)
Taxrate = 21.71% (336.0m / 1.55b)
NOPAT = 1.51b (EBIT 1.93b * (1 - 21.71%))
Current Ratio = 1.13 (Total Current Assets 8.69b / Total Current Liabilities 7.71b)
Debt / Equity = 0.66 (Debt 8.26b / totalStockholderEquity, last quarter 12.6b)
Debt / EBITDA = 3.03 (Net Debt 7.34b / EBITDA 2.42b)
Debt / FCF = 4.91 (Net Debt 7.34b / FCF TTM 1.49b)
Total Stockholder Equity = 12.5b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.34% (Net Income 1.21b / Total Assets 29.9b)
RoE = 9.62% (Net Income TTM 1.21b / Total Stockholder Equity 12.5b)
RoCE = 9.72% (EBIT 1.93b / Capital Employed (Equity 12.5b + L.T.Debt 7.35b))
RoIC = 6.80% (NOPAT 1.51b / Invested Capital 22.2b)
WACC = 4.46% (E(24.4b)/V(32.6b) * Re(4.67%) + D(8.26b)/V(32.6b) * Rd(4.91%) * (1-Tc(0.22)))
Discount Rate = 4.67% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 89.82 | Cagr: 8.36%
[DCF] Terminal Value 77.97% ; FCFF base≈1.40b ; Y1≈1.61b ; Y5≈2.37b
[DCF] Fair Price = 84.45 (EV 35.6b - Net Debt 7.34b = Equity 28.3b / Shares 334.6m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 96.53 | EPS CAGR: 20.38% | SUE: -0.25 | # QB: 0
Revenue Correlation: 95.79 | Revenue CAGR: 19.76% | SUE: -1.18 | # QB: -1
EPS current Quarter (2026-09-30): EPS=1.09 | Chg30d=+1.09% | Revisions=+27% | Analysts=18
EPS current Year (2026-12-31): EPS=4.48 | Chg30d=+0.10% | Revisions=-28% | GrowthEPS=+5.2% | GrowthRev=+18.4%
EPS next Year (2027-12-31): EPS=4.82 | Chg30d=-0.31% | Revisions=-35% | GrowthEPS=+7.6% | GrowthRev=+4.4%
[Analyst] Revisions Ratio: -17% (up=18, down=26)