Madison Asset Management LLC Makes New Investment in Brown & Brown, Inc. $BRO
Madison Asset Management LLC has acquired a new stake in Brown & Brown, Inc. (NYSE:BRO) worth approximately $138.63 million, making it their 12th biggest position. Other institutional investors like BlackRock Inc. and Norges Bank have also significantly invested in the company. Analysts have given Brown & Brown an average "Hold" rating with an average target price of $76.80, and the company recently announced a quarterly dividend of $0.165 per share.
Mitsubishi UFJ Asset Management Co. Ltd. Acquires New Shares in Brown & Brown, Inc. $BRO
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new position in Brown & Brown, Inc. (NYSE:BRO) during the second quarter, purchasing 760,695 shares valued at approximately $48.8 million. This acquisition makes Mitsubishi UFJ Asset Management Co. Ltd. the owner of about 0.23% of Brown & Brown's stock. Other institutional investors like Vanguard Group Inc. and Capital World Investors also increased their stakes in the financial services provider.
Is It Too Late to Buy Brown & Brown Inc (BRO) After 3.1% Rally? GF Value Says Undervalued
Brown & Brown Inc (BRO) shares recently rallied by 3.1% to $71.49, yet GuruFocus's GF Value suggests the stock is significantly undervalued with a fair value estimate of $110.93. Despite a strong GF Score of 78/100, excellent profitability and growth, and positive insider activity, the company faces challenges in valuation and momentum, alongside a 9.6% year-to-date decline and a 25.5% drop over the past year. This undervaluation, coupled with a "value trap" warning, advises investors to carefully consider market conditions and the company's performance before investing.
Brown & Brown Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Brown & Brown Inc. (BRO) stock rose 3.06% on Wednesday, closing at $71.49. Despite this daily gain, the stock underperformed compared to the broader market, as the S&P 500 Index (SPX) increased by 0.21% and the Dow Jones Industrial Average (DJIA) rose by 0.22%. This marks the stock's second consecutive day of gains.
Arthur J. Gallagher (AJG) Rebounds Over 3 Months, Is The Undervaluation Case Still Convincing?
Arthur J. Gallagher (AJG) has seen a 21.98% rebound in its share price over the past three months, despite a year-to-date decline. While one narrative suggests the stock is 14.5% undervalued with a fair value of $290.44 due to efficiency improvements and margin expansion, another view highlights its high P/E ratio of 40.6x compared to a peer average of 20x, indicating potential valuation risk. Investors are encouraged to look beyond headlines to assess both the potential rewards and warning signs for this large US insurance provider.
Arthur J. Gallagher (AJG) Rebounds Over 3 Months, Is The Undervaluation Case Still Convincing?
Arthur J. Gallagher (AJG) has seen a mixed performance, rebounding 21.98% over the past three months but declining year-to-date and over the last year. Despite its global reach and substantial revenue, its valuation is debated, with one narrative suggesting it's 14.5% undervalued at $290.44 due to efficiency improvements and margin expansion, while another view highlights its high P/E ratio of 40.6x compared to peers, indicating potential valuation risk. Investors are encouraged to look beyond headlines and examine detailed fundamentals and risks.
4,161,199 Shares in Brown & Brown, Inc. $BRO Bought by Deutsche Bank AG
Deutsche Bank AG has acquired a significant new stake in Brown & Brown, Inc. (NYSE:BRO), purchasing over 4.1 million shares valued at approximately $266.9 million in the second quarter. This move makes Deutsche Bank AG a 1.24% owner of Brown & Brown. Other institutional investors have also recently adjusted their holdings in the financial services provider, which recently declared a quarterly dividend and reported its latest earnings.
3 Reasons We Love Brown & Brown (BRO)
This article highlights three key reasons for a positive outlook on Brown & Brown (BRO): strong annualized revenue growth of 18.9% over the last five years, outstanding 16.9% annual EPS growth, and an excellent free cash flow margin averaging 22.7% over the same period. Despite recent stock underperformance, these fundamentals suggest the company maintains profitability and strong reinvestment potential. The article encourages readers to access a full report for a deeper dive into whether now is a good time to invest.
Resilient Brown & Brown stock holds after Q2 growth and modest pullback
Brown & Brown Inc. (BRO) stock has seen a modest pullback after strong Q2 2026 growth, a slight revenue shortfall, and a cautious analyst consensus. Despite trading in the high-$60s, the insurance broker delivered solid fundamental progress, with investors prioritizing earnings quality and margin resilience. Analysts maintain an average "Hold" rating with a target price suggesting an 11% upside from recent trading levels, supported by institutional interest and consistent dividend payouts.
TimesSquare Capital Management LLC Takes $22.30 Million Position in Brown & Brown, Inc. $BRO
TimesSquare Capital Management LLC has acquired a new position of 347,624 shares in Brown & Brown, Inc. (NYSE:BRO), valued at approximately $22.3 million, representing a 0.10% stake. The financial services provider reported slightly lower-than-expected quarterly earnings and revenue, with a consensus "Hold" rating from analysts and an average price target of $76.47. The company also announced a quarterly dividend of $0.165 per share, yielding 1.0% annually.
Diamond Hill Capital Management LLC Investment Advisor Takes Position in Brown & Brown, Inc. $BRO
Diamond Hill Capital Management LLC Investment Advisor has acquired a new position in Brown & Brown, Inc. (NYSE:BRO) during the second quarter, purchasing 223,145 shares valued at approximately $14.315 million. Other institutional investors have also adjusted their holdings in the company. Brown & Brown recently reported quarterly earnings, missing analyst estimates slightly on EPS but showing increased revenue year-over-year, and declared a quarterly dividend.
Brown & Brown Inc. stock underperforms Monday when compared to competitors
Shares of Brown & Brown Inc. (BRO) declined by 2.38% on Monday, closing at $68.86. This underperformance occurred during a generally negative trading session for the stock market, with both the S&P 500 and Dow Jones Industrial Average also recording losses. This marks the second consecutive day of losses for the company's stock.
First Mid Insurance Group retains Best Practices honor for 2026
First Mid Insurance Group (FMIG) has been recognized as a Best Practices Agency for 2026, marking the seventh time it has received this honor. This designation places FMIG among an exclusive group of top-performing independent insurance agencies nationwide, selected through a comprehensive study by the Independent Insurance Agents & Brokers of America and Reagan Consulting. The recognition follows FMIG's recent inclusion in Business Insurance’s Top 100 U.S. Brokers list, reflecting the company's consistent growth and commitment to client service.
Brown & Brown (BRO) Could Be 7% Below Fair Value On Executive Resignation
Brown & Brown (BRO) is currently trading at US$70.54, which is 6.7% below its estimated fair value of $75.63, despite a recent 90-day rebound. The company's valuation is influenced by its strategic acquisitions and potential revenue growth, though risks such as economic changes or reduced income from CAT property and flood-related insurance could impact margins. While a discounted cash flow model suggests undervaluation, the stock's P/E ratio of 19.8x indicates a premium compared to the industry average of 11.5x.
Brown & Brown (BRO) Could Be 7% Below Fair Value On Executive Resignation
Brown & Brown (BRO) is in focus after the resignation of Executive Vice President P. Barrett Brown. The stock trades at US$70.54, 7% below its estimated fair value of $75.63, following a recent 90-day rebound despite a longer-term decline. The company's strategic acquisitions are expected to boost future revenue, but its P/E ratio of 19.8x is higher than the industry average, suggesting a premium despite the apparent undervaluation by cash flow models.
Brown & Brown Estimates Cost of Howden-Driven Talent War Could Hit $60M in 2026
Brown & Brown projects the cost of the talent war, largely driven by Howden, could reach $50 million to $60 million in 2026, a significant increase from prior estimates. This includes impacts from new and lost business as well as incentives. The company reported strong Q2 2026 revenues but saw a slight decrease in organic revenue, and its CEO noted that property catastrophe rates continue to decline due to excess capital in the market.
Kelleher Financial Advisors Buys Shares of 18,680 Brown & Brown, Inc. $BRO
Kelleher Financial Advisors has acquired a new stake of 18,680 shares in Brown & Brown, Inc. (NYSE:BRO) during the second quarter, valued at approximately $1,198,000. Several other institutional investors also adjusted their holdings in the financial services provider. Brown & Brown's stock performance, recent earnings, dividend announcement, and analyst ratings are detailed, with the company currently holding an average "Hold" rating from analysts.
25,345 Shares in Brown & Brown, Inc. $BRO Purchased by Maridea Wealth Management LLC
Maridea Wealth Management LLC recently acquired 25,345 shares of Brown & Brown, Inc. (NYSE:BRO) during the second quarter, valued at approximately $1.63 million, adding to the 71.01% institutional ownership of the company. Despite missing slight Q2 earnings and revenue expectations, Brown & Brown reported significant year-over-year revenue growth and declared a quarterly dividend of $0.165 per share. Wall Street analysts maintain a consensus "Hold" rating for the stock with an average price target of $76.47.
How Investors Are Reacting To Brown & Brown (BRO) EVP Exit Amid Strong Yet Underwhelming Revenue Growth
Brown & Brown (BRO) recently announced the resignation of EVP P. Barrett Brown, coinciding with strong revenue growth that nevertheless missed analyst expectations. This leadership change introduces uncertainty regarding the execution of growth plans, particularly in the Retail segment. Investors are weighing the company's dependency on insurance pricing trends and catastrophe-exposed business against its revenue outperformance.
How Investors Are Reacting To Brown & Brown (BRO) EVP Exit Amid Strong Yet Underwhelming Revenue Growth
Brown & Brown (BRO) Executive Vice President P. Barrett Brown has resigned, coinciding with the company's strong revenue growth that nevertheless missed analyst expectations. This leadership change introduces uncertainty regarding the execution of growth plans, particularly in the Retail segment. Investors are now evaluating the company's ability to convert revenue outperformance into consistent earnings amidst industry sensitivities and the new appointment of Neil Krauter Sr. to a key growth role.
Ryan Specialty EVP & CHRO Michael Conklin sells $86k in stock
Michael Conklin, EVP and CHRO of Ryan Specialty Holdings, sold 2,043 shares of Class A Common Stock for $86,343 on August 13, 2026, retaining 8,153 shares. This transaction follows Ryan Specialty's strong second-quarter earnings, which exceeded Wall Street expectations, leading to an increased price target from Keefe, Bruyette & Woods. However, industry trends show a decline in stamping office premiums in key states, potentially impacting specialty brokers and carriers.
WTW Stock Surges 34.5% in Three Months: What Should Investors Do Now?
Willis Towers Watson (WTW) stock has surged 34.5% in three months, outperforming its industry, driven by strong organic growth, AI initiatives, and strategic acquisitions like Newfront. Analysts are optimistic, projecting continued earnings and revenue growth, and the company demonstrates efficient use of shareholder funds with a strong return on equity. Despite competitive risks and foreign exchange volatility, its valuation and growth prospects make it a recommended addition to portfolios.
Brown & Brown Inc. stock underperforms Friday when compared to competitors
Brown & Brown Inc. (BRO) stock fell 1.49% on Friday, closing at $70.54, underperforming the broader market as the S&P 500 and Dow Jones also experienced declines. The company's shares are currently 28.24% below their 52-week high of $98.30, reached on August 20th. This performance was noted during an overall rough trading session.
BRO|Brown & Brown Inc|Price:71.150|Chg%:-0.460
This article provides a detailed overview of Brown & Brown Inc (BRO) stock, including its live price, market data, key financial figures, and analyst ratings. It highlights the company's profile as an insurance brokerage firm, its segment operations, and ownership structure. The data also includes current price performance, a stock score breakdown, and future earnings and revenue forecasts.
Zacks Industry Outlook Highlights Willis Towers Watson Public, Aon, Arthur J. Gallagher and Brown and Brown
The Zacks Insurance Brokerage industry is poised for growth due to better pricing, increased demand, global expansion, and consolidations. The article highlights Willis Towers Watson Public Limited Company (WTW), Aon plc (AON), Arthur J. Gallagher & Co. (AJG), and Brown and Brown, Inc. (BRO) as key players benefiting from these trends and increased digitization. Despite the industry underperforming the broader market, several companies show promising financial outlooks and growth strategies.
Zacks Industry Outlook Highlights Willis Towers Watson Public, Aon, Arthur J. Gallagher and Brown and Brown
The insurance brokerage industry is poised for growth due to increasing demand for products, consolidation through mergers and acquisitions, and technological adoption. Zacks highlights Willis Towers Watson Public Limited Company (WTW), Aon plc (AON), Arthur J. Gallagher & Co. (AJG), and Brown and Brown, Inc. (BRO) as key players benefiting from these trends, despite the industry underperforming the broader market over the past year. These companies are expected to see continued revenue growth and improved efficiency through strategic initiatives and technological advancements.
Zacks Industry Outlook Highlights Willis Towers Watson Public, Aon, Arthur J. Gallagher and Brown and Brown
The Zacks Insurance Brokerage industry is poised for growth due to better pricing, increasing demand for insurance products, and rapid consolidation. Key players like Willis Towers Watson, Aon, Arthur J. Gallagher, and Brown and Brown are expected to benefit from these trends and increased digitalization. The industry's outlook is bright, with several companies showing strong earnings growth potential despite recent stock underperformance compared to the broader market.
BRO Stock Trading at a Discount to Industry at 15.04X: Time to Hold?
Brown & Brown, Inc. (BRO) is currently trading at a discount compared to its industry, with a forward 12-month price-to-earnings multiple of 15.04X versus the industry average of 16.51X. The company shows strong growth projections with expected EPS increases and significant revenue improvements in 2026 and 2027, driven by commissions, strategic acquisitions, and technology investments. Despite positive factors, BRO faces headwinds from rising expenses, increased long-term debt, and muted analyst sentiment, leading to a "Hold" recommendation from Zacks.
Brown & Brown stock holds above $71 as investors digest latest results
Brown & Brown (BRO) stock is trading above $71 as investors evaluate its recent operating performance and stable valuation within the financial sector. The stock closed at $71.00 on August 12, 2026, with modest intraday swings, indicating its role as a steady insurance name. The company benefits from stable pricing trends in personal lines and effective risk management, suggesting confidence in its ability to maintain profitability through various market cycles.
Brown & Brown EVP and Retail Head Steps Down With $2.5M Severance Pay
P. Barrett Brown, EVP and head of retail operations at Brown & Brown, has resigned, receiving a $2.5 million severance package plus his $1 million base salary and potential bonuses. His departure comes amidst internal discontent, increased competition, and a lawsuit against rival Howden for poaching over 200 employees, which is expected to cost Brown & Brown up to $60 million this year. Brown will continue some work with the firm until July 2027 and has agreed to a one-year non-compete clause.
Q2 Earnings Highlights: Brown & Brown (NYSE:BRO) Vs The Rest Of The Insurance Brokers Stocks
This article analyzes the Q2 earnings performance of Brown & Brown (NYSE:BRO) and other insurance brokerage stocks. While Brown & Brown reported strong revenue growth, it missed analyst expectations, leading to a modest stock increase. Ryan Specialty (NYSE:RYAN) delivered the strongest performance relative to analyst estimates, despite a subsequent dip in its stock price, highlighting the sector's mixed results.
Nic Rosales, Promoted to Managing Director, Colorado Market at Brown & Brown
Nic Rosales has been promoted to Managing Director, Colorado Market at Brown & Brown, leading a new Denver-based leadership team. Rosales will be responsible for the overall strategy, leadership, operations, and performance of the Colorado Market. He brings over 17 years of experience with Brown & Brown to this role
Brown & Brown EVP P. Barrett Brown resigns for good reason, enters transition period through July 2027
P. Barrett Brown, Executive Vice President of Brown & Brown and former president of its Retail Segment, has voluntarily resigned effective August 10, 2026. He will remain employed through July 31, 2027, to facilitate an orderly transition, and his transition agreement includes a one-year non-compete covenant. This news brief was generated by AI using information from Brown & Brown Inc.'s EDGAR filing.
Brown & Brown EVP P. Barrett Brown resigns for good reason, enters transition period through July 2027
P. Barrett Brown, Executive Vice President of Brown & Brown and former president of its Retail Segment, has voluntarily resigned effective August 10, 2026. He will remain with the company until July 31, 2027, to facilitate a smooth transition, and his agreement includes a one-year non-compete clause. The information was initially disclosed by Brown & Brown Inc. via an EDGAR filing.
Q2 Earnings Highlights: Brown & Brown (NYSE:BRO) Vs The Rest Of The Insurance Brokers Stocks
This article analyzes the Q2 earnings performance of five insurance brokerage stocks, highlighting Brown & Brown's results in comparison to its peers. While Brown & Brown experienced strong revenue growth, it slightly missed analyst expectations. The report also details the performance of Ryan Specialty, Arthur J. Gallagher, Marsh, and Baldwin Insurance Group, noting individual beats and misses against revenue and EPS estimates.
Brown & Brown (BRO) EVP exits with $2.5M severance and bonus-heavy transition
Brown & Brown, Inc. announced that Executive Vice President P. Barrett Brown has entered into a Transition Agreement following his resignation, effective August 10, 2026. He will remain employed through July 31, 2027, to provide transition services, receiving his $1,000,000 annual base salary and an additional $1,300,000 bonus. The agreement also includes a $2,500,000 severance package and a one-year non-compete clause, totaling over $3.9 million in transition and severance payments.
Brown & Brown, Inc. $BRO Shares Acquired by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. significantly increased its stake in Brown & Brown, Inc. (NYSE:BRO) by 6,588.6% in the second quarter, now owning 289,013 shares valued at $18.54 million. Despite the company reporting a 30.4% year-over-year revenue increase to $1.65 billion, it narrowly missed earnings expectations. Analyst sentiment for Brown & Brown remains mixed, with a consensus "Hold" rating and an average price target of $76.47, following recent downgrades and upgrades from various firms.
Arthur J. Gallagher (AJG) Could Be 12% Undervalued After Its $10b M&A Update
Arthur J. Gallagher (AJG) recently announced plans to deploy up to US$10 billion for mergers and acquisitions over the next two years, supported by significant tax credits. Despite this M&A firepower, the stock has seen recent short-term declines, though long-term shareholders have experienced substantial gains. Analysts view the company as undervalued by about 12%, with a fair value estimate of $281.39, driven by expected organic growth, acquisitions, and efficiency improvements from digital tools and AI.
Be Sure To Check Out Brown & Brown, Inc. (NYSE:BRO) Before It Goes Ex-Dividend
Brown & Brown, Inc. (NYSE:BRO) is set to trade ex-dividend soon, with investors needing to purchase shares before August 12th to be eligible for the US$0.165 dividend payable on August 19th. The company exhibits strong dividend sustainability, paying out only 18% of its profits and demonstrating a 10% annual dividend growth rate alongside 16% earnings per share growth over the last five years. This suggests a healthy financial position and a focus on long-term value creation.
Be Sure To Check Out Brown & Brown, Inc. (NYSE:BRO) Before It Goes Ex-Dividend
Brown & Brown, Inc. (NYSE:BRO) is set to trade ex-dividend shortly, with a payment of US$0.165 per share expected on August 19th. The company maintains a low payout ratio of 18% of its profits, indicating a sustainable dividend. Its earnings per share and dividends have both grown by approximately 16% and 10% per annum respectively over the last five to ten years.
Brown & Brown Inc (BRO) Stock News Today
This article from TradingKey provides current stock information for Brown & Brown Inc (BRO), including its market cap, P/E ratio, and recent stock performance. It states that more news, earnings, and analyst ratings for BRO will be available soon. The page serves as a hub for investors to track developments related to Brown & Brown Inc.
Understanding Momentum Shifts in (BRO)
This article analyzes momentum shifts for Brown & Brown Inc. (NYSE: BRO) using AI models, highlighting mixed sentiment and the absence of clear price positioning signals. It presents three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors. The report also notes compelling upside potential as no resistance levels remain above the current price.
FMR LLC discloses 5.4% Brown & Brown Inc (BRO) ownership in Schedule 13G
FMR LLC has filed a Schedule 13G, disclosing a beneficial ownership of 5.4% in Brown & Brown, Inc. (BRO), amounting to 18,285,849.60 shares. Abigail P. Johnson also reports the same beneficial ownership, with FMR LLC holding sole voting power over 12,512,867.19 shares and sole dispositive power over all beneficially owned shares. The filing indicates that while other persons may receive dividends or sale proceeds, no single other person holds more than five percent of the class through these interests.
Brown & Brown, Inc. (NYSE:BRO) Given Consensus Rating of "Hold" by Brokerages
Brown & Brown, Inc. (NYSE:BRO) has received a consensus "Hold" rating from 19 brokerages, with an average 12-month price target of $76.47, slightly above its recent share price of $71.11. Institutional investors and hedge funds own a significant portion (71.01%) of the company, with major holders increasing their positions. Despite slightly missing quarterly earnings estimates, the company declared a quarterly dividend of $0.165 per share, yielding about 0.9% annually.
Willis Towers Watson Public Limited Company (WTW) stock price, news, quote and history
This article provides a comprehensive overview of Willis Towers Watson Public Limited Company (WTW), including its current stock price, financial statistics, and recent news. WTW operates as an advisory, broking, and solutions company across various segments like Health, Wealth & Career and Risk & Broking. The company's stock is currently trading at $285.12, with a market capitalization of $26.929 billion.
Cincinnati Financial Insider Sold Shares Worth $1,333,067, According to a Recent SEC Filing
An insider at Cincinnati Financial Corporation sold shares valued at $1,333,067, as disclosed in a recent SEC filing. This transaction occurred on August 4, 2026. The article notes recent analyst rating adjustments for Cincinnati Financial, including BMO Capital maintaining an Outperform rating and BofA Securities downgrading to Neutral.
Is Brown & Brown (BRO) A Bargain As Strong Q2 Results Reopen The Valuation Debate?
Brown & Brown (BRO) is back in focus after reporting strong Q2 2026 results, showing higher revenue and net income, which has led to a recent rebound in its share price. Despite a 5.1% undervaluation estimate, the stock's P/E ratio is higher than the US Insurance industry average, prompting a re-evaluation of its fair value. Investors are encouraged to examine both the financial fundamentals and valuation metrics to determine if the stock is a bargain.
The Manufacturers Life Insurance Company Sells 1,886,289 Shares of Brown & Brown, Inc. $BRO
The Manufacturers Life Insurance Company significantly reduced its stake in Brown & Brown, Inc. (NYSE:BRO) by selling 1,886,289 shares, cutting its holdings by 92.4%. This transaction leaves them with 155,448 shares valued at approximately $10.1 million. Despite the sale, institutional investors collectively own 71.01% of the company, which recently reported quarterly results slightly below analyst expectations but with a 30.4% year-over-year revenue increase.
Brown & Brown’s Q2 Earnings Call: Our Top 5 Analyst Questions
Brown & Brown's Q2 2026 earnings showed a revenue miss despite a 30.4% year-on-year sales increase to $1.68 billion, while adjusted EPS met estimates. The article highlights key analyst questions from the earnings call, focusing on topics like the sustainability of Accession's contributions, competitive impacts from MGAs, hiring activities, AI cost absorption, and European expansion plans. Future quarters will monitor AI adoption, synergy realization from the Accession acquisition, and trends in contingent commissions and organic growth.
Brown & Brown, Inc. $BRO Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC reduced its stake in Brown & Brown, Inc. (NYSE:BRO) by 4.6% in the second quarter, selling 18,615 shares but retaining a significant holding valued at $24.8 million. Institutional investors collectively own 71.01% of the company. Despite missing earnings estimates slightly, Brown & Brown reported a 30.4% year-over-year revenue increase and analysts currently hold a consensus "Hold" rating with an average price target of $76.47.
