Brown & Brown (BRO)
NYSEFinancialsInsurance BrokersSnapshot 2026-07-07
$69.28+1.24%
Close 2026-07-07 · 1-day change
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Track BRO free→Brown & Brown grew revenue 35% last year. Profit margin rose to 38.5%. Earnings per share improved 7.8% to $1.39. New leaders and services support future growth.
Organic revenue growth is soft and may slow further. Competition is rising. Management shows some volatility and risks remain.
The price is about 11% below our fair value near $78. Analysts expect 10% revenue growth. We see risks to growth but also some upside from new initiatives.
Breaks if: EPS growth falls below 5% in 2026
Aim to enhance Diluted Net Income Per Share - Adjusted through strategic initiatives and cost management.
Newly stated in 2026-Q1. Diluted Net Income Per Share - Adjusted increased to $1.39 from $1.29 in the prior year, reflecting a 7.8% improvement. The trajectory indicates progress in enhancing earnings per share through strategic initiatives.
Breaks if: EBITDAC Margin falls below 37% in 2026-Q4
Continue to focus on maintaining a strong EBITDAC Margin - Adjusted through operational efficiencies.
Newly stated in 2026-Q1. The EBITDAC Margin - Adjusted increased to 38.5% from 38.1% in the prior year, indicating a focus on maintaining operational efficiencies. The trajectory is delivering on margin improvement.
Breaks if: Organic Revenue growth falls below 2% in 2026-Q4
Focus on growing Organic Revenue with Contingents by leveraging existing customer relationships.
Newly stated in 2026-Q1. Organic Revenue with Contingents increased by 2.2% from $1,391 million in 2025-Q1 to $1,422 million in 2026-Q1. The trajectory shows limited progress in a challenging growth environment.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Diluted Net Income Per Share - Adjusted increased to $1.39, or 7.8%, compared to the prior year.”
“The EBITDAC Margin - Adjusted was 38.5%, compared to 38.1% in the prior year.”
“CEO: 'Our teammates continue to deliver for our customers in a challenging growth environment.'”