Brown & Brown (NYSE:BRO) Price Target Lowered to $84.00 at Jefferies Financial Group

Brown & Brown (NYSE:BRO) had its price target lowered by research analysts at Jefferies Financial Group from $89.00 to $84.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a “hold” rating on the financial services provider’s stock. Jefferies Financial Group’s price target indicates a potential upside of 15.50% from the company’s previous close.

Several other equities research analysts have also commented on the company. Citigroup lowered Brown & Brown from a “buy” rating to a “neutral” rating in a research report on Monday, November 3rd. Wolfe Research initiated coverage on Brown & Brown in a research report on Thursday, November 20th. They issued a “peer perform” rating for the company. Keefe, Bruyette & Woods lifted their price objective on Brown & Brown from $79.00 to $80.00 and gave the stock an “underperform” rating in a report on Tuesday, January 6th. BMO Capital Markets restated a “market perform” rating on shares of Brown & Brown in a research note on Tuesday, December 30th. Finally, JPMorgan Chase & Co. started coverage on shares of Brown & Brown in a research report on Thursday, December 18th. They issued a “neutral” rating and a $91.00 price objective on the stock. 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $95.67.

Brown & Brown Price Performance

BRO traded down $1.39 during trading on Wednesday, reaching $72.73. 1,702,117 shares of the company traded hands, compared to its average volume of 2,897,855. The company has a debt-to-equity ratio of 0.62, a quick ratio of 2.10 and a current ratio of 2.10. The firm has a fifty day simple moving average of $79.74 and a 200 day simple moving average of $87.88. Brown & Brown has a 12-month low of $73.10 and a 12-month high of $125.68. The company has a market cap of $24.83 billion, a P/E ratio of 22.73, a PEG ratio of 1.86 and a beta of 0.81.

Brown & Brown (NYSE:BRO) last issued its quarterly earnings data on Monday, January 26th. The financial services provider reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.91 by $0.02. The firm 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 13.65% and a net margin of 17.84%.The business’s quarterly revenue was up 35.7% compared to the same quarter last year. During the same quarter last year, the business posted $0.86 earnings per share. On average, equities analysts forecast that Brown & Brown will post 4.18 EPS for the current year.

Institutional Trading of Brown & Brown

Institutional investors have recently added to or reduced their stakes in the business. Boston Trust Walden Corp lifted its position in Brown & Brown by 27.5% during the 4th quarter. Boston Trust Walden Corp now owns 86,294 shares of the financial services provider’s stock worth $6,878,000 after acquiring an additional 18,627 shares during the last quarter. Cortland Associates Inc. MO bought a new position in Brown & Brown during the fourth quarter worth $23,069,000. M&T Bank Corp raised its stake in shares of Brown & Brown by 679.3% in the fourth quarter. M&T Bank Corp now owns 75,486 shares of the financial services provider’s stock valued at $6,016,000 after acquiring an additional 65,799 shares during the last quarter. Davidson Kahn Capital Management LLC lifted its holdings in Brown & Brown by 30.7% during the 4th quarter. Davidson Kahn Capital Management LLC now owns 33,290 shares of the financial services provider’s stock worth $2,653,000 after buying an additional 7,822 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Brown & Brown by 13.4% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 172,518 shares of the financial services provider’s stock worth $13,802,000 after acquiring an additional 20,380 shares during the last quarter. 71.01% of the stock is currently owned by institutional investors and hedge funds.

Brown & Brown News Summary

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

• Positive Sentiment: Management raised medium?term margin targets (2026 margin target increased to 32%–37%) and projected $30M–$40M of Accession integration synergies — a clear positive for long?term profitability if integration executes as planned. Brown & Brown outlines 2026 margin target increase
• Positive Sentiment: Top line and adjusted operating metrics were strong: total Q4 revenues ~ $1.6B (up ~35.7% YoY), EBITDAC (adjusted) expanded and adjusted diluted EPS rose to $0.93, signaling underlying cash profitability improvement after acquisitions. Q4 2025 press release
• Neutral Sentiment: Investors can review the Q4 earnings call/transcripts for detail on growth drivers and margin assumptions; the company emphasized acquisition integration but noted margin pressure in certain areas. Earnings call highlights
• Negative Sentiment: Headline diluted EPS underperformed consensus (reported ~$0.59 GAAP diluted EPS vs. street adjusted expectations), which markets interpreted as a meaningful miss despite adjusted metrics — a key driver of selling pressure. Earnings: revenue growth but EPS miss
• Negative Sentiment: Revenue came in slightly below some analyst estimates and organic revenue declined (Q4 organic revenue -2.8% YoY), raising questions about core?business growth outside acquisitions. MarketWatch: Shares fall on revenue miss
• Negative Sentiment: Several firms trimmed price targets / moved to neutral or equal?weight (Wells Fargo, Barclays, Bank of America cuts; Truist trimmed its target but retained Buy), reducing near?term analyst support and pressuring sentiment.

Brown & Brown Company Profile

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.