Brown & Brown (NYSE:BRO) Given New $90.00 Price Target at Bank of America

Brown & Brown (NYSE:BRO) had its price target dropped by Bank of America from $94.00 to $90.00 in a research note issued on Tuesday,Benzinga reports. The firm currently has a “neutral” rating on the financial services provider’s stock. Bank of America‘s target price points to a potential upside of 13.00% from the company’s current price.

BRO has been the subject of a number of other reports. Weiss Ratings restated a “hold (c)” rating on shares of Brown & Brown in a research note on Monday, December 29th. Barclays lowered their price target on shares of Brown & Brown from $84.00 to $83.00 and set an “equal weight” rating for the company in a research report on Thursday, January 8th. UBS Group dropped their price objective on shares of Brown & Brown from $120.00 to $106.00 and set a “neutral” rating on the stock in a report on Wednesday, October 8th. BMO Capital Markets reiterated a “market perform” rating on shares of Brown & Brown in a research report on Tuesday, December 30th. Finally, Wolfe Research initiated coverage on shares of Brown & Brown in a research report on Thursday, November 20th. They issued a “peer perform” rating for the company. Four equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $98.20.

Brown & Brown Price Performance

BRO opened at $79.64 on Tuesday. The company has a quick ratio of 2.10, a current ratio of 2.10 and a debt-to-equity ratio of 0.62. The company’s 50-day moving average price is $79.86 and its 200 day moving average price is $88.11. Brown & Brown has a fifty-two week low of $76.17 and a fifty-two week high of $125.68. The firm has a market cap of $27.19 billion, a price-to-earnings ratio of 23.85, a price-to-earnings-growth ratio of 1.85 and a beta of 0.81.

Brown & Brown (NYSE:BRO) last posted its earnings results on Monday, January 26th. The financial services provider reported $0.93 EPS for the quarter, beating the consensus estimate of $0.91 by $0.02. The company had revenue of $1.61 billion during the quarter, compared to analyst estimates of $1.65 billion. Brown & Brown had a return on equity of 13.64% and a net margin of 18.23%.The business’s revenue was up 35.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.86 earnings per share. As a group, sell-side analysts expect that Brown & Brown will post 4.18 earnings per share for the current year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Access Investment Management LLC acquired a new stake in shares of Brown & Brown during the 2nd quarter valued at $1,109,000. Invesco Ltd. raised its position in shares of Brown & Brown by 1.1% during the second quarter. Invesco Ltd. now owns 4,166,370 shares of the financial services provider’s stock worth $461,925,000 after purchasing an additional 46,235 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in shares of Brown & Brown by 30.6% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 760,893 shares of the financial services provider’s stock worth $84,360,000 after purchasing an additional 178,082 shares during the period. Quadrature Capital Ltd purchased a new stake in shares of Brown & Brown during the second quarter valued at $1,635,000. Finally, AMF Tjanstepension AB acquired a new position in shares of Brown & Brown in the 2nd quarter valued at $6,798,000. Institutional investors and hedge funds own 71.01% of the company’s stock.

Trending Headlines about Brown & Brown

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

• Positive Sentiment: Adjusted earnings per share beat estimates — Diluted Net Income Per Share (Adjusted) rose to $0.93 vs. consensus ~$0.91 and showed year-over-year adjusted EPS growth, supporting the company’s profitability narrative. Brown & Brown (BRO) Q4 Earnings Beat Estimates
• Positive Sentiment: Strong headline revenue and adjusted margin expansion — total Q4 revenue was ~$1.61B (≈+35.7% YoY) and EBITDAC/EBITDAC‑Adjusted expanded, reflecting contribution from acquisitions and fee/commission growth. Management highlighted the Accession acquisition as a growth driver. Brown & Brown, Inc. announces fourth quarter 2025 results
• Neutral Sentiment: Analyst views remain mixed — some firms maintain buy ratings and higher targets while others are cautious; median street target sits below the 52‑week high, reflecting divergent views on acquisition payoff and organic growth. Brown & Brown Gears Up For Q4 Print; Here Are The Recent Forecast Changes
• Neutral Sentiment: Investor event / next steps — the company is hosting a conference call and slide presentation; execution on integration and guidance updates will be watched closely by investors. View Press Release / Slide Deck
• Negative Sentiment: Organic revenue declined and GAAP EPS fell — Organic Revenue was down ~2.8% in Q4 and GAAP diluted EPS fell to $0.59 (‑19.2% YoY), which some outlets flagged as a miss vs. expectations and a reason for downward share pressure. Brown & Brown, Inc. announces fourth quarter 2025 results (Business Insider)
• Negative Sentiment: Acquisition-related leverage and one-time items — the Accession deal drove large increases in goodwill, long‑term debt and non‑GAAP adjustments (earn‑outs, amortization, escrow mark‑to‑market), raising near‑term leverage and integration risk. Brown & Brown’s fourth-quarter profit rises on fee and commission growth (Reuters)
• Negative Sentiment: Market reaction: shares fell on the mixed print — outlets reported the stock declined after the report as investors weighed the earnings mix (adjusted beat vs. GAAP weakness and organic softness). Brown & Brown’s quarterly adjusted profit rises but shares fall on declining growth (MSN)

About Brown & Brown

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.