Brown & Brown (NYSE:BRO) Given New $84.00 Price Target at Jefferies Financial Group

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

Other analysts also recently issued reports about the company. UBS Group reduced their target price on Brown & Brown from $120.00 to $106.00 and set a “neutral” rating for the company in a research note on Wednesday, October 8th. Keefe, Bruyette & Woods boosted their price objective on Brown & Brown from $79.00 to $80.00 and gave the company an “underperform” rating in a report on Tuesday, January 6th. Morgan Stanley cut their target price on Brown & Brown from $95.00 to $85.00 and set an “equal weight” rating on the stock in a report on Monday, November 17th. BMO Capital Markets restated a “market perform” rating on shares of Brown & Brown in a research note on Tuesday, December 30th. Finally, Bank of America decreased their target price on shares of Brown & Brown from $94.00 to $90.00 and set a “neutral” rating for the company in a research report on Tuesday. 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 company’s stock. According to MarketBeat.com, Brown & Brown has a consensus rating of “Hold” and an average target price of $95.67.

Brown & Brown Trading Down 1.9%

Shares of NYSE BRO traded down $1.39 during midday trading on Wednesday, reaching $72.73. The stock had a trading volume of 1,702,117 shares, compared to its average volume of 2,897,855. Brown & Brown has a twelve month low of $73.10 and a twelve month high of $125.68. The company’s 50 day moving average price is $79.74 and its 200 day moving average price is $87.88. The firm has a market cap of $24.83 billion, a price-to-earnings ratio of 22.73, a price-to-earnings-growth ratio of 1.86 and a beta of 0.81. The company has a debt-to-equity ratio of 0.62, a quick ratio of 2.10 and a current ratio of 2.10.

Brown & Brown (NYSE:BRO) last issued its quarterly earnings results on Monday, January 26th. The financial services provider reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.02. The firm had revenue of $1.61 billion for 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 company’s revenue was up 35.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.86 earnings per share. As a group, sell-side analysts expect that Brown & Brown will post 4.18 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Darwin Wealth Management LLC bought a new stake in shares of Brown & Brown in the second quarter valued at approximately $30,000. Cornerstone Planning Group LLC boosted its stake in shares of Brown & Brown by 423.1% during the 3rd quarter. Cornerstone Planning Group LLC now owns 272 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 220 shares during the last quarter. Motco bought a new stake in shares of Brown & Brown during the 2nd quarter valued at $32,000. Migdal Insurance & Financial Holdings Ltd. purchased a new stake in shares of Brown & Brown in the 2nd quarter worth $49,000. Finally, Horizon Bancorp Inc. IN purchased a new stake in Brown & Brown in the second quarter worth about $50,000. 71.01% of the stock is owned by institutional investors.

Key Stories Impacting Brown & Brown

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.