Brown & Brown, IncNYSE: BRO
Financials · Insurance Brokers
$57.62
-4.21%
Vol: 5.0M
Research Digest
Friday, May 1, 2026
Brown & Brown reports Q1 earnings with flat organic revenue, stock hits 52-week low
Brown & Brown announced Q1 2026 results on April 27 with total revenues of $1.9B (up 35.4%), but organic revenue was flat with organic revenue with contingents growth of 2.2%. Diluted EPS was $1.06, adjusted diluted EPS was $1.39. The company announced 10% dividend increase and $1.5B buyback. However, stock hit new 52-week low trading at $62.51, and Morgan Stanley cut price target to $65 from $70 with Equal Weight rating.
Previous Market Intelligence
13 daysApr 30Brown & Brown reported Q1 2026 adjusted EPS of $1.39 beating estimates of $1.36 with $1.9B revenue (up 35.4% YoY), though organic revenue was flat due to Accession acquisition integration.Mixed▶
Brown & Brown beat Q1 expectations with adjusted EPS of $1.39 (vs. $1.36 est.) and $1.9B revenue up 35.4% YoY, though organic revenue growth was flat. The company completed its largest acquisition with Milltrust/Accession adding 5,000+ employees and new revenue streams. Integration is underway with expected EBITDA synergies of $30-40M this year. Appointed Eileen Akerson as chief legal officer. Stock declined 9.2% over past week and 43.9% over past year, with average analyst PT of $81.56. Company generated strong $260M+ operating cash flow in Q1.
Apr 29Brown & Brown reports Q1 2026 revenues of $1.9B (+35.4% YoY); announces 10% dividend increase and $1.5B share buyback authorizationPositive▶
Brown & Brown announced strong Q1 2026 financial results on April 27 with total revenues of $1.9 billion, reflecting $497M or 35.4% increase over prior year. Diluted net income per share was $1.06 (-7.8%), with adjusted diluted EPS increasing to $1.39 (+7.8%). The Board declared regular quarterly dividend of $0.165 per share and announced 10% increase in quarterly dividend rate with authorization for up to $1.5 billion share repurchase program. Company appointed Eileen Akerson as chief legal officer. Brown & Brown is certified Great Place to Work for seventh consecutive year and included on 2025 Fortune Best Workplaces for Women list. Stock trades at $66.12 with $22.46B market cap. Analysts project 21.6% revenue growth over next year.
Apr 16Brown & Brown appoints Eileen Akerson Chief Legal Officer effective April 14; Q1 2026 earnings expected April 27.Neutral▶
Brown & Brown Inc announced the appointment of Eileen Akerson as Chief Legal Officer effective April 14, 2026, in the senior leadership role. She previously served in an interim capacity since January 2026 and brings over 20 years of legal leadership experience from KBR Inc, where she served as executive vice president and general counsel. The company's aggressive acquisition strategy added $1.8 billion in annual revenue through 43 acquisitions in 2025, driving full-year revenue to $5.9B with 23% YoY growth. However, adjusted EBITDAC margins of 36% face pressure despite the revenue growth. Q4 EPS was $0.93, beating expectations of $0.91, but revenue missed at $1.6B versus $1.65B forecast. Next earnings report scheduled for April 27, 2026.
Apr 15Brown & Brown appoints Eileen Akerson as Chief Legal Officer; Q1 2026 earnings release scheduled for April 27.Positive▶
Brown & Brown announced on April 14 that Eileen Akerson has been appointed Chief Legal Officer effective immediately. The company reported Q3 2025 total revenues of $1.6 billion (35.4% increase), organic revenue growth of 3.5%. Brown & Brown was certified by Great Place to Work for the seventh consecutive year, raised dividend by 10%, and authorized $1.5 billion in share buybacks.
Apr 14Goldman Sachs, Morgan Stanley, and Barclays cut Brown & Brown price targets ahead of Q1 earnings April 27.Negative▶
Major firms cutting price targets: Goldman Sachs to $73 from $82, Morgan Stanley to $70 from $76, Barclays to $72 from $80, citing macro concerns. Q1 2026 earnings April 27 with conference call April 28. Published Global Impact ESG report April 8. Stock declined 3.05% to $65.08.
Apr 13Brown & Brown stock down 41.7% year-over-year amid margin pressures from 43 acquisitions adding $1.8B revenue in 2025.Negative▶
Brown & Brown reported FY 2025 revenue of $5.9B (up 22.8% YoY) driven by the Accession acquisition ($9.83B). Completed 43 acquisitions adding $1.8B in annual revenues. Q4 EPS beat at $0.93 vs. $0.91 estimate but revenue missed at $1.6B vs. $1.65B. Stock has underperformed insurance sector (down 41.7%).
Apr 10Brown and Brown Q1 Earnings April 27; Keefe Bruyette Raises TargetNeutral▶
Q1 earnings release April 27. Keefe Bruyette raised target to $74. Appointed new CIO Dorothea Henderson.
Apr 9Brown & Brown Q1 2026 earnings scheduled for April 27-28Negative▶
Brown & Brown reported strong 2025 results with 35.7% YoY revenue growth, though organic growth was negative at -2.8%. The company will announce Q1 2026 earnings on April 27, with Morgan Stanley cutting its price target to $70 amid softening insurance pricing. Analysts project 7% EPS growth for 2026, though the stock has underperformed, declining 20.4% YTD. The company launched Healthcare Practice and made strategic acquisitions in Q1 2026.
Apr 8Brown & Brown rises $1.12 after-hours despite mixed analyst signals on insurance market outlook.Mixed▶
BRO closed $66.37 +$1.12 after-hours. Keefe Bruyette raised PT to $74. Morgan Stanley cut PT to $70. Down 20.4% YTD.
Apr 7Brown & Brown Releases Q4 2025 Results; Q1 2026 Earnings April 27Neutral▶
Brown & Brown released Q4 2025 results with total revenues of $1.6 billion up 35.7%, though organic revenue declined 2.8%. Company entered $250 million accelerated share repurchase program with Bank of America. Q1 2026 earnings scheduled for April 27 after market close with investor call April 28. Analyst consensus 'Hold' with $99.14 price target despite 20.8% undervaluation narrative.
Apr 6Brown & Brown drops 30.1% as RBC initiates Hold and Barclays cuts price target amid slower organic growth.Negative▶
Brown & Brown has experienced significant shareholder challenges, with stock price dropping 30.1% as it faces softer quarterly results and market headwinds. RBC Capital initiated a Hold rating on March 17, 2026, while Barclays lowered its price target to $80 from $82. The slowdown in organic growth is linked to a downturn in the property and casualty insurance pricing cycle, despite strong projected revenue growth of 21.6% over the next year. The Parnassus Mid Cap Fund exited its position, citing concerns about slower organic growth and AI disruption risks.
Apr 3Brown & Brown Q1 2026 earnings scheduled for April 27; stock declined 30.1% with mixed analyst sentiment.Negative▶
Brown & Brown will release Q1 2026 earnings on April 27 after market close. The company has faced a 30.1% stock price decline but analysts project 21.4% revenue growth. Morgan Stanley reduced price target to $76. Completed $250 million accelerated share repurchase with Bank of America.
Apr 2Brown & Brown announces Q1 2026 earnings for April 27 after facing 30.1% stock decline from disappointing results and slower organic growth.Negative▶
Brown & Brown will release Q1 2026 results after market close on April 27, 2026, with an investor conference call on April 28 at 8:00 a.m. EDT. The company faces significant headwinds following a 30.1% stock price drop due to disappointing quarterly results and slower organic growth linked to a property and casualty insurance pricing cycle downturn. Morgan Stanley cut its price target to $76 from $78 in February, maintaining an Equal Weight rating. The company entered a $250 million accelerated share repurchase in February 2026 and released its 2026 Market Trends Report highlighting softer commercial rates and increased industry capacity.
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.