Brown & Brown (BRO) has recently experienced significant share price volatility with declines inspite of noteworthy positives such as
Q3 2025 earnings beat and
acquisition growth. This has led to re-evaluation of the company's valuation and garnered it a 'Hold' recommendation from multiple brokerages such as JP Morgan, Barclays and BMO Capital.
Goldman Sachs has maintained a neutral rating but adjusted the price target. Despite analysts' conflicting sentiments, significant share purchases have taken place, including
Soros Fund Management and
Natixis buying new stakes. Furthermore, the acquisition of J. Kevin Campbell Agency's workers’ comp assets and the business consolidation following RSC Topco acquisition highlight the company's ongoing growth strategy. Brown & Brown has authorized a
$1.5B buyback and increased its quarterly dividend by 10%.
Robust revenue growth has been reported in Q3 2025 Earnings Call, and company's stock ownership is heavily dominated by institutional owners. Brown & Brown was awarded
2026 Military Friendly Employer; Silver Award for the second consecutive year. Despite the company's soft performance in 2025, it made ten strategic appointments strengthening its retail division and the company's COO, Steve Hearn was appointed to lead international growth. Amid these developments, Brown & Brown also expanded with Campbell agency acquisition, enjoyed dividend aristocrats' focus, and got named to Fortune Best Workplaces for Women for the 5th year.
Brown Brown BRO News Analytics from Tue, 25 Feb 2025 08:00:00 GMT to Wed, 31 Dec 2025 11:45:00 GMT -
Rating 4
- Innovation 5
- Information 8
- Rumor 3
