Brown & Brown, Inc.

BRO Financial Services Insurance - Brokers NYSE

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$73.30

+$0.18 (+0.24%)

Open: $72.98 | High: $73.33 | Low: $72.16 | Prev Close: $73.12

Market Cap: $25.02B

Volume: 1.4M | Avg: 3.2M

Last updated: March 06, 2026 at 08:00 PM
Investment Rating
B

Neutral

Overall Score: 60/100


Rating Breakdown:
DCF Score 5/5
100%
Strong Buy
ROE Score 3/5
60%
Neutral
ROA Score 4/5
80%
Buy
D/E Score 2/5
40%
Sell
P/E Score 1/5
20%
Strong Sell
P/B Score 1/5
20%
Strong Sell

Stock Score Analysis
D

Stock Score: 567

Comprehensive Quality Assessment


Component Breakdown:
Efficiency 30
Financial Health 85
Growth 70
Market Sentiment 10
Risk 40
Lower is better
Valuation 32
Momentum 0

Valuation Metrics
Valuation Ratios
P/E Ratio 23.19
P/B Ratio 1.94
P/S Ratio 4.23
EPS $3.16
Beta 0.80
Shares Outstanding 341.42M

Price Range & Moving Averages
52-Week High $125.68
52-Week Low $65.68
SMA 50 $74.95
SMA 200 $89.74

Dividend Information
Dividend Yield 0.86%
Annual Dividend $0.63

Earnings
Next Earnings April 27, 2026 09:00 PM ET
Financial Ratios
Margins
Gross Margin 59.6%
Operating Margin 27.8%
Net Margin 17.8%

Returns
ROE 9.7%
ROA 3.5%

Liquidity & Leverage
Debt/Equity 0.63
Current Ratio 1.04
Quick Ratio 1.04
Balance Sheet
Total Assets $29.99B
Total Liabilities $17.42B
Total Equity $12.55B

Cash $1.08B
Total Debt $7.92B
Net Debt $6.84B
Income Statement
Revenue $5.96B
Gross Profit $5.22B
Operating Income $1.70B
Net Income $1.05B

EBITDA $2.04B
Revenue/Share $17.74
Cash Flow
Operating CF $1.45B
CapEx $68.00M
Free Cash Flow $1.38B

Book Value/Share $37.76
Tangible Book/Share $-22.28
Equity/Share $37.68
Technical Indicators
RSI (14) 82.25 Overbought
MACD
-0.52 Signal: -1.17
Volatility 36.03%
Trading Signal Overbought
Performance & Returns
Total Returns
1 Year -34.56%

Risk-Adjusted Returns
Sharpe Ratio -2.11 Poor
Volatility (Ann.) 26.59% Moderate

vs S&P 500 (SPY)
BRO (1Y) -34.56%
S&P 500 (1Y) +13.03%
Alpha (Excess Return) -47.59%
Sector Comparison (Financial Services)
Compared to 157 peers in Financial Services
Metric BRO Sector Avg Percentile
P/E Ratio 23.19 47.83 63%
P/B Ratio 1.94 4.21 45%
ROE (%) 9.72% 19.87% 17%
Net Margin (%) 17.82% 18.76% 55%
Stock Score 567 428.0 84%
1Y Return (%) -34.56 % +8.26 % 1%
Percentile: 0% = worst in sector, 100% = best in sector
📊 Historical Price Analysis (Last 200 Days)
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Technical Analysis
Ticker Close SMA 5 SMA 8 SMA 13 SMA 50 SMA 200 RSI (14) MACD Volatility (%) Volume Signal SMA Decision
BRO $73.30 $72.37 $71.92 $71.04 $74.83 $89.55 82.25 -0.52 36.03% 973484 Strong Long Bullish Stack
Candlestick Patterns

There wasn't any recognizable pattern for the BRO stock

News Sentiment
📊 Ticker 📰 Headline 💭 Sentiment 📡 Source 🔗 URL
BRO FORA Capital LLC Takes Position in Brown & Brown, Inc. $BRO Neutral defenseworld.net Read More
BRO Benchmark Investment Advisors LLC Makes New $1.62 Million Investment in Brown & Brown, Inc. $BRO Neutral defenseworld.net Read More
BRO Brown & Brown, Inc. $BRO Shares Bought by Banque Cantonale Vaudoise Neutral defenseworld.net Read More
BRO Rep. Byron Donalds Sells Brown & Brown, Inc. (NYSE:BRO) Stock Neutral defenseworld.net Read More
BRO Rep. Byron Donalds Purchases Shares of ServiceNow, Inc. (NYSE:NOW) Neutral defenseworld.net Read More
Recent Insider Trading
Date Insider Position Transaction Shares Price Value
2026-02-23 Boyd Stephen M officer: EVP/Pres Spec Dist Segment SELL 7712 $69.59 $536678
2026-02-23 Turpin Julie officer: EVP/Chief People Officer SELL 4418 $69.59 $307449
2026-02-23 BROWN J POWELL director, officer: President and CEO SELL 44737 $69.59 $3113248
2026-02-23 PENNY JEROME SCOTT officer: EVP Chief Acquisitions Officer SELL 7058 $69.59 $491166
2026-02-23 Walker Chris L officer: EVP/Chair Spec Dist Segment SELL 3031 $69.59 $210927
2026-02-23 Brown P Barrett officer: Executive Vice President SELL 8440 $69.59 $587340
2026-02-23 Watts R. Andrew officer: EVP, CFO and Treasurer SELL 11646 $69.59 $810445
Showing last 10 insider transactions. Green badges indicate purchases (bullish signal), red badges indicate sales.
Company Information

Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, Ireland, the United Kingdom, and the Cayman Islands. It operates through four segments: Retail, National Programs, Wholesale Brokerage, and Services. The Retail segment offers property and casualty, employee benefits insurance products, personal insurance products, specialties insurance products, loss control survey and analysis, consultancy, and claims processing services. It serves commercial, public and quasi-public entities, professional, and individual customers. The National Programs segment offers professional liability and related package insurance products for dentistry, legal, eyecare, insurance, financial, physicians, real estate title professionals, as well as supplementary insurance products related to weddings, events, medical facilities, and cyber liabilities. This segment also offers outsourced product development, marketing, underwriting, actuarial, compliance, and claims and other administrative services to insurance carrier partners; and commercial and public entity-related programs, and flood insurance products. It serves through independent agents. The Wholesale Brokerage segment markets and sells excess and surplus commercial and personal lines insurance through independent agents and brokers. The Services segment offers third-party claims administration and medical utilization management services in the workers' compensation and all-lines liability arenas, Medicare Set-aside, Social Security disability, Medicare benefits advocacy, and claims adjusting services. The company was founded in 1939 and is headquartered in Daytona Beach, Florida.


CEO J. Powell Brown
Employees 17403
Country US
IPO Date 1981-02-11
Exchange NYSE
Website https://www.bbinsurance.com
Sector Financial Services
Industry Insurance - Brokers
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Rating Metrics Explained
DCF Score (Discounted Cash Flow)

Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.

ROE Score (Return on Equity)

Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.

ROA Score (Return on Assets)

Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.

D/E Score (Debt-to-Equity)

Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.

P/E Score (Price-to-Earnings)

Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.

P/B Score (Price-to-Book)

Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.


Rating Recommendations:

Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:

  • Strong Buy (5/5): Excellent score - strong positive indicator
    • The metric significantly outperforms industry averages (top 20% of companies)
    • Indicates exceptional financial health or attractive valuation in that category
  • Buy (4/5): Good score - positive indicator
    • Above-average performance (top 40% of companies)
    • Shows strong fundamentals with room for improvement
  • Neutral (3/5): Average score - neutral indicator
    • Performance in line with industry median (middle 20%)
    • Neither significantly positive nor negative signal
  • Sell (2/5): Below average - negative indicator
    • Below-average performance (bottom 40% of companies)
    • Suggests weakness in this particular metric
  • Strong Sell (1/5): Poor score - strong negative indicator
    • Significantly underperforms industry (bottom 20%)
    • Indicates potential risk or overvaluation in that category
Note: The overall rating combines all six component scores to provide a comprehensive investment assessment. No single metric should be used in isolation for investment decisions.