BRO BROWN & BROWN, INC.

MIXED Impact: 5/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-BRO-mizuho-20260227
17 firms acted on BRO: Mizuho, Keefe, Bruyette & Woods, Citigroup, BMO Capital, JP Morgan, Mizuho, B of A Securities, Citigroup, Wells Fargo, B of A Securities, Goldman Sachs, Morgan Stanley, Morgan Stanley, Argus Research, Barclays, Wells Fargo, B of A Securities
Latest settled — T+20d
BRO ▼ -20.96% at T+20d
NEUTRAL call ✗ call lost -20.96% · α vs SPY -26.78% · entry $68.81 → $54.38
Next anchor: T+60d in 28d
Last close $59.99 (close Jun 12) · -12.81% from $68.81 entry
Entry anchored
Apr 16, 02:34 PM ET
via Databento tick
T+1d
-1.63%
call -1.63% · α -2.84%
$67.69
settled 8w ago
T+5d
-1.86%
call -1.86% · α -2.84%
$67.53
settled 8w ago
T+20d
-20.96%
call -20.96% · α -26.78%
$54.38
settled 5w ago
T+60d
call — · α —
in 28d

Price Chart

Loading chart...

Executive Summary

Mizuho upgraded BRO from Neutral to Outperform with an $85 price target, up from $84, on Feb 27, 2026. The firm has a 51.6% accuracy rate (1,150/2,227 calls correct) and average 4.7% return on rated stocks. Recent actions show mixed sentiment with B of A, JP Morgan, and Wells Fargo cutting price targets, while congressional traders (McClain Delaney, Byron Donalds) executed multiple sells ahead of the upgrade.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-14 B of A Securities maintain Neutral $88.00
2026-04-13 Mizuho maintain Outperform $84.00
2026-04-09 JP Morgan maintain Neutral $85.00
2026-04-09 Wells Fargo maintain Equal-Weight $72.00
2026-04-08 Barclays maintain Equal-Weight $72.00

Documents Analyzed

Report based on filing metadata.

11 reports for BRO
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+1▲ +2.69%May 6, 2026
Filters
Rows
Reports for BRO — sortable, filterable
Type Now
Jun 14, 2026
today
Institutional Cluster
MIXED ★ 5/10
awaiting T+5
Jun 6, 2026
9d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$56.51 $54.19▼ −4.11%▼ −5.28%$59.99 (+6.17%)
Jun 5, 2026
9d ago
8-K
NEUTRAL ★ 3/10
$58.26 awaiting T+5awaiting T+5$59.99 (+2.97%)
May 21, 2026
24d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$58.36 $56.84▼ −2.60%▼ −4.19%$59.99 (+2.80%)
May 16, 2026
29d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$71.61 $73.29▲ +2.34%▲ +4.03%$59.99 (−16.23%)
May 6, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$56.51 $55.77▼ −1.30%▼ −2.43%$59.99 (+6.17%)
Apr 27, 2026
6w ago
8-K
MIXED ★ 5/10
$63.03 $57.64▼ −8.54%▼ −10.24%$59.99 (−4.82%)
Apr 27, 2026
6w ago
Press Release
MIXED ★ 5/10
$63.03 $57.64▼ −8.54%▼ −10.24%$59.99 (−4.82%)
Apr 16, 2026
8w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$68.81 $67.53▼ −1.86%▼ −2.84%$59.99 (−12.81%)
Apr 9, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$67.13 $68.81▲ +2.50%▼ −0.68%$59.99 (−10.63%)
Showing 10 of 11

US Market Status

Market Closed — Opens in 2h 51m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access