Brown & Brown (NYSE:BRO) Price Target Lowered to $78.00 at Morgan Stanley

Brown & Brown (NYSE:BRO) had its target price cut by Morgan Stanley from $85.00 to $78.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s target price would indicate a potential upside of 8.52% from the company’s current price.

Several other analysts have also commented on BRO. Raymond James Financial reaffirmed an “outperform” rating on shares of Brown & Brown in a research report on Monday, November 3rd. UBS Group reissued a “neutral” rating on shares of Brown & Brown in a research note on Thursday. Truist Financial decreased their price target on Brown & Brown from $105.00 to $100.00 and set a “buy” rating on the stock in a research note on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Brown & Brown in a research report on Monday, December 29th. Finally, Barclays reduced their price objective on shares of Brown & Brown from $83.00 to $82.00 and set an “equal weight” rating on the stock in a report on Tuesday. Three equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $92.43.

Brown & Brown Trading Down 0.3%

Shares of BRO traded down $0.23 during mid-day trading on Thursday, reaching $71.88. The stock had a trading volume of 1,385,647 shares, compared to its average volume of 2,914,601. Brown & Brown has a 52-week low of $71.65 and a 52-week high of $125.68. The firm has a market cap of $24.54 billion, a price-to-earnings ratio of 22.43, a P/E/G ratio of 1.74 and a beta of 0.81. The business’s fifty day moving average is $79.61 and its 200 day moving average is $87.77. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.67 and a quick ratio of 2.10.

Brown & Brown (NYSE:BRO) last issued its earnings results on Monday, January 26th. The financial services provider reported $0.93 EPS for the quarter, topping analysts’ consensus estimates of $0.91 by $0.02. The company had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.65 billion. Brown & Brown had a net margin of 17.84% and a return on equity of 12.93%. Brown & Brown’s quarterly revenue was up 35.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.86 earnings per share. On average, sell-side analysts predict that Brown & Brown will post 4.18 EPS for the current fiscal year.

Hedge Funds Weigh In On Brown & Brown

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Cornerstone Planning Group LLC lifted its stake in Brown & Brown by 423.1% in the third quarter. Cornerstone Planning Group LLC now owns 272 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 220 shares during the last quarter. Darwin Wealth Management LLC purchased a new stake in shares of Brown & Brown during the 2nd quarter worth $30,000. Motco acquired a new position in shares of Brown & Brown during the second quarter worth $32,000. Board of the Pension Protection Fund acquired a new position in shares of Brown & Brown during the fourth quarter worth $40,000. Finally, Migdal Insurance & Financial Holdings Ltd. purchased a new position in Brown & Brown in the second quarter valued at $49,000. 71.01% of the stock is owned by institutional investors and hedge funds.

More Brown & Brown News

Here are the key news stories impacting Brown & Brown this week:

• Positive Sentiment: Management outlined a 2026 margin target of 32%–37% and expects $30M–$40M of Accession integration synergies, which supports medium‑term margin improvement and cost savings. Read More.
• Positive Sentiment: Q4 results showed an EPS beat and the company reiterated growth themes on the earnings call (management described growth as strong even as margins were “tested”), which can support valuation if revenue trends recover. Read More.
• Neutral Sentiment: Analyst actions were mixed: Keefe, Bruyette & Woods upgraded BRO from “underperform” to “market perform” but lowered the price target to $73, reflecting a more cautious stance despite removing the underperform label. Read More.
• Neutral Sentiment: Argus moved the shares to a “hold” rating, a defensive shift that could limit downside but isn’t a clear buy signal. Read More.
• Negative Sentiment: Multiple brokerages trimmed price targets and moved to neutral/equal‑weight: Jefferies and Mizuho lowered targets to $84, Wells Fargo cut to $82, Barclays trimmed to $82, and BMO moved to $81 — these collective cuts signal reduced analyst confidence and weigh on sentiment. Read More.
• Negative Sentiment: Bank of America lowered its price target to $90 and an analyst downgrade pushed BRO to a new 12‑month low in some coverage — additional downward re‑rating pressure for the stock. Read More. Read More.
• Negative Sentiment: Investor risk increased after Pomerantz LLP issued an investor alert investigating claims on behalf of Brown & Brown investors; litigation risk can add uncertainty and volatility. Read More.
• Negative Sentiment: Market reaction to the quarter was hurt by a revenue miss, which drove an immediate share decline on the report; revenue momentum will be watched closely in coming quarters. Read More.

Brown & Brown Company Profile

Brown & Brown, Inc (NYSE: BRO) is a professional insurance brokerage and risk advisory firm that provides a broad range of property and casualty, employee benefits, personal risk, and specialty insurance products. The company works with commercial, public sector and individual clients to design and place insurance programs, manage claims and loss control, and deliver risk management consulting. Its services also include wholesale brokerage, program administration and other specialty distribution solutions that connect carriers and intermediaries to niche markets.

Brown & Brown operates through a decentralized model of operating units and subsidiaries, enabling local client service with the scale to access national and specialty markets.