William Blair Boosts Earnings Estimates for Brown & Brown

Brown & Brown, Inc. (NYSE:BRO) – Investment analysts at William Blair upped their Q1 2025 earnings per share estimates for shares of Brown & Brown in a report released on Tuesday, January 28th. William Blair analyst A. Klauber now forecasts that the financial services provider will post earnings of $1.30 per share for the quarter, up from their previous estimate of $1.24. The consensus estimate for Brown & Brown’s current full-year earnings is $4.15 per share. William Blair also issued estimates for Brown & Brown’s Q4 2025 earnings at $0.91 EPS, FY2025 earnings at $4.22 EPS, Q1 2026 earnings at $1.41 EPS, Q2 2026 earnings at $1.11 EPS, Q3 2026 earnings at $1.10 EPS, Q4 2026 earnings at $1.00 EPS and FY2026 earnings at $4.61 EPS.

Brown & Brown (NYSE:BRO) last released its earnings results on Monday, January 27th. The financial services provider reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.10. Brown & Brown had a net margin of 20.68% and a return on equity of 17.81%.

Several other analysts have also recently commented on BRO. Bank of America increased their target price on Brown & Brown from $116.00 to $117.00 and gave the stock a “neutral” rating in a report on Tuesday. Morgan Stanley assumed coverage on Brown & Brown in a research note on Thursday, December 5th. They set an “overweight” rating and a $134.00 price objective for the company. Keefe, Bruyette & Woods cut their target price on shares of Brown & Brown from $99.00 to $97.00 and set an “underperform” rating on the stock in a report on Friday, January 10th. Jefferies Financial Group raised their price target on Brown & Brown from $98.00 to $104.00 and gave the stock a “hold” rating in a research report on Wednesday, October 9th. Finally, Barclays lifted their price target on Brown & Brown from $108.00 to $119.00 and gave the company an “equal weight” rating in a research note on Thursday, November 21st. One equities research analyst has rated the stock with a sell rating, five have assigned a hold rating and seven have given a buy rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $113.17.

Brown & Brown Price Performance

Brown & Brown stock opened at $104.65 on Thursday. The company has a market capitalization of $29.93 billion, a PE ratio of 30.25, a price-to-earnings-growth ratio of 2.68 and a beta of 0.85. The business has a 50 day simple moving average of $105.25 and a 200 day simple moving average of $104.17. Brown & Brown has a one year low of $75.79 and a one year high of $114.15. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.79 and a quick ratio of 1.73.

Hedge Funds Weigh In On Brown & Brown

Several large investors have recently modified their holdings of the stock. Studio Investment Management LLC raised its stake in shares of Brown & Brown by 1.5% during the third quarter. Studio Investment Management LLC now owns 6,513 shares of the financial services provider’s stock valued at $675,000 after acquiring an additional 96 shares during the last quarter. Journey Strategic Wealth LLC boosted its holdings in shares of Brown & Brown by 2.3% during the 4th quarter. Journey Strategic Wealth LLC now owns 4,486 shares of the financial services provider’s stock worth $458,000 after buying an additional 99 shares in the last quarter. Trust Point Inc. grew its holdings in Brown & Brown by 4.3% in the third quarter. Trust Point Inc. now owns 2,519 shares of the financial services provider’s stock worth $261,000 after purchasing an additional 103 shares during the period. CWA Asset Management Group LLC increased its position in Brown & Brown by 3.7% in the 4th quarter. CWA Asset Management Group LLC now owns 2,916 shares of the financial services provider’s stock valued at $297,000 after buying an additional 103 shares in the last quarter. Finally, Bleakley Financial Group LLC increased its holdings in shares of Brown & Brown by 3.4% during the fourth quarter. Bleakley Financial Group LLC now owns 3,162 shares of the financial services provider’s stock valued at $323,000 after acquiring an additional 103 shares in the last quarter. 71.01% of the stock is owned by institutional investors.

Brown & Brown Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 12th. Stockholders of record on Wednesday, February 5th will be paid a dividend of $0.15 per share. The ex-dividend date of this dividend is Wednesday, February 5th. This represents a $0.60 annualized dividend and a dividend yield of 0.57%. Brown & Brown’s dividend payout ratio is currently 17.34%.

About Brown & Brown

Brown & Brown, Inc is an insurance agency, wholesale brokerage, insurance program and service organization. It engages in the provision of insurance brokerage services and casualty insurance underwriting services. It operates through the following segments: Retail, National Programs, Wholesale Brokerage, and Services.