Brown & Brown is capitalizing on a hard market, with revenue surging 34.2% YoY in 2026Q2, driven by the GRP acquisition and organic growth. The combined ratio improved to 66.2%, reflecting strong underwriting discipline, but a 22% EPS miss in the latest quarte...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 34.2% YoY in 2026Q2, with the combined ratio improving to 66.2%, though EPS missed estimates by 22% ($0.84 vs $1.08), suggesting possible one-time charges.
Brown & Brown has consistently exceeded earnings per share (EPS) expectations, showcasing robust financial health. This strong performance underlines the company's ability to generate profits and maintain stability in a competitive market.
The company has demonstrated a notable year-over-year revenue increase, reflecting its expanding market presence in the insurance sector. This growth trajectory positions Brown & Brown favorably against its competitors.
Brown & Brown is poised to benefit from rising casualty rates and expanding opportunities across various insurance lines. Additionally, the company is well-positioned to take advantage of firming property rates in Florida, enhancing its market share.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $1.07-0.9% vs $1.08 | $1.7B-2.2% vs $1.7B |
Q2 2026 Apr 27, 2026 | $1.39+2.2% vs $1.36 | $1.9B+0.6% vs $1.9B |
Q1 2026 Jan 26, 2026 | $0.93+2.8% vs $0.91 | $1.6B-2.6% vs $1.6B |
Q4 2025 Oct 27, 2025 | $1.05+11.2% vs $0.94 | $1.6B+3.9% vs $1.5B |
Bank of America Corp DE acquired a new stake in shares of Brown and Brown, Inc. (NYSE: BRO) in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 3,554,971 shares of the financial services provider's stock, valued at approximately $228,051,000. Bank of America
Brown & Brown's fee growth, acquisitions and strong cash flow support expansion, while rising expenses and interest costs pressure margins.
California State Teachers Retirement System lifted its holdings in shares of Brown and Brown, Inc. (NYSE: BRO) by 7,957.4% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,128,907 shares of the financial services provider's stock after purchasing an additional 26,792,212 shares during
Brown & Brown (BRO) reported earnings 30 days ago. What's next for the stock?
Benchmark BRO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Brown & Brown, Inc. (BRO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $62.44 | $20.89B | 19.76 | 26.59% | 17.7% | 11.08% | 0.99% | |
| $230.45 | $59.2B | 40.08 | 20.66% | 9.96% | 6.67% | — | |
| $174.06 | $85.27B | 21.28 | 7.57% | 15.6% | 26.87% | — | |
| $286.10 | $60.69B | 16.81 | 9.45% | 22.27% | 41.97% | — | |
| $301.73 | $28.5B | 18.56 | -2.24% | 15.49% | 19.75% | — | |
| $38.44 | $10.71B | 81.79 | 21.28% | 5.84% | 15.93% | — |
Brown & Brown, Inc. (BRO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Brown & Brown, Inc. (BRO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 27, 2026·SEC
Jun 5, 2026·SEC
May 7, 2026·SEC
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Brown & Brown, Inc. (BRO) stock FAQ — growth, dividends, profitability & financials explained
Brown & Brown, Inc. (BRO) grew revenue by 26.6% over the past year. This is strong growth.
Yes, Brown & Brown, Inc. (BRO) is profitable, generating $1.21B in net income for fiscal year 2025 (17.7% net margin).
Yes, Brown & Brown, Inc. (BRO) pays a dividend with a yield of 0.99%. This makes it attractive for income-focused investors.
Brown & Brown, Inc. (BRO) has a return on equity (ROE) of 11.1%. This is reasonable for most industries.
Brown & Brown, Inc. (BRO) has a combined ratio of 71.5%. A ratio below 100% indicates underwriting profitability.
