Brown & Brown (NYSE:BRO) Price Target Cut to $81.00 by Analysts at BMO Capital Markets

Brown & Brown (NYSE:BRO) had its price target cut by BMO Capital Markets from $88.00 to $81.00 in a research report report published on Thursday morning,Benzinga reports. They currently have a market perform rating on the financial services provider’s stock.

Other equities analysts have also issued research reports about the stock. Wells Fargo & Company decreased their price target on shares of Brown & Brown from $84.00 to $82.00 and set an “equal weight” rating for the company in a report on Wednesday. JPMorgan Chase & Co. began coverage on Brown & Brown in a report on Thursday, December 18th. They set a “neutral” rating and a $91.00 target price on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Brown & Brown in a research note on Monday, December 29th. Jefferies Financial Group lowered their price target on Brown & Brown from $89.00 to $84.00 and set a “hold” rating for the company in a report on Wednesday. Finally, Morgan Stanley cut their price objective 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. Three investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $90.64.

Brown & Brown Stock Performance

Shares of BRO stock opened at $72.05 on Thursday. The stock has a market cap of $24.60 billion, a PE ratio of 22.52, a price-to-earnings-growth ratio of 2.16 and a beta of 0.81. The stock has a 50-day moving average of $79.46 and a 200-day moving average of $87.66. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.67 and a quick ratio of 2.10. Brown & Brown has a one year low of $71.48 and a one year high of $125.68.

Brown & Brown (NYSE:BRO) last issued its quarterly earnings data on Monday, January 26th. The financial services provider reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.91 by $0.02. Brown & Brown had a net margin of 17.84% and a return on equity of 12.93%. The firm had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.65 billion. During the same quarter in the previous year, the company earned $0.86 earnings per share. The business’s revenue for the quarter was up 35.7% on a year-over-year basis. As a group, sell-side analysts expect that Brown & Brown will post 4.18 earnings per share for the current year.

Brown & Brown Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 11th. Stockholders of record on Wednesday, February 4th will be issued a $0.165 dividend. The ex-dividend date is Wednesday, February 4th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.9%. Brown & Brown’s dividend payout ratio (DPR) is 20.63%.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in BRO. Cornerstone Planning Group LLC increased its stake in Brown & Brown by 423.1% in the 3rd quarter. Cornerstone Planning Group LLC now owns 272 shares of the financial services provider’s stock valued at $26,000 after buying an additional 220 shares during the last quarter. Darwin Wealth Management LLC bought a new position in shares of Brown & Brown in the 2nd quarter valued at about $30,000. Motco acquired a new stake in shares of Brown & Brown in the second quarter valued at about $32,000. Board of the Pension Protection Fund acquired a new stake in shares of Brown & Brown in the fourth quarter valued at about $40,000. Finally, Migdal Insurance & Financial Holdings Ltd. bought a new stake in Brown & Brown during the second quarter worth about $49,000. Institutional investors own 71.01% of the company’s stock.

Key Brown & Brown News

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

• Positive Sentiment: Management outlined a 2026 margin target of 32%–37% and projected $30M–$40M of synergies from the Accession integration — this supports medium‑term profit improvement and cost rationalization. Accession margin/synergy article
• Positive Sentiment: Argus upgraded BRO to a “hold” (less negative stance), which can limit downside from purely bearish analyst sentiment. Argus upgrade
• Neutral Sentiment: Q4 operating EPS of $0.93 beat consensus by $0.02 but revenue missed estimates — a mixed beat that reduces some concern on profitability while leaving growth questions. Q4 earnings transcript
• Negative Sentiment: Bank of America cut its price target to $90 and lowered its long‑term earnings outlook for BRO, explicitly flagging concerns after Q4 results — this is a prominent negative signal to institutional investors. BofA outlook/target cut
• Negative Sentiment: Multiple brokerages trimmed price targets (Morgan Stanley to $78, BMO to $81, Wells Fargo to $82, Jefferies and Mizuho to ~$84) and some moved to neutral/equal‑weight — the cluster of downgrades and PT cuts increases selling pressure and helped push BRO to a 12‑month low. Analyst PT cuts (Benzinga) BofA PT to $90 New 12-month low report
• Negative Sentiment: Pomerantz LLP opened an investor investigation into Brown & Brown — potential litigation and disclosure risks can increase uncertainty and weigh on the stock until resolved. Pomerantz investigation

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.