BRO Brown & Brown, Inc.
MIXED
Impact: 5/10
PRESS-RELEASE
Press release: earnings
Latest settled — T+20d ⚠ clustered
BRO ▼ -9.58% at T+20d
NEUTRAL call ✗ call lost -9.58% · α vs SPY -15.04% · entry $63.03 → $56.99
Last close $59.99 (close Jun 12) · -4.82% from $63.03 entry
T+1d
-1.59%
call -1.59% · α -1.58%
$62.02
settled 7w ago
T+5d
-8.54%
call -8.54% · α -10.24%
$57.64
settled 6w ago
T+20d
-9.58%
call -9.58% · α -15.04%
$56.99
settled 20d ago
T+60d
—
call — · α —
—
in 5w
Price Chart
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Executive Summary
Brown & Brown reported Q1 2026 adjusted EPS of $1.39, beating consensus of $1.36 by 2.2%, and revenue of $1.90B slightly above estimates of $1.89B. However, organic revenue was flat (0% growth) and GAAP EPS fell 7.8% YoY, tempering the headline beat.
Key Financial Metrics
Free Cash Flow
$241.0M
Actionable Insight
Watch the conference call for commentary on organic growth trajectory and acquisition pipeline. The flat organic revenue may weigh on the stock despite the EPS beat. Monitor for any guidance updates or M&A announcements.
Key Facts
- Adjusted diluted EPS $1.39 vs consensus $1.36 (+2.2%)
- Total revenues $1.9B vs consensus $1.89B, up 35.4% YoY mainly from acquisitions
- Organic revenue growth 0.0%, organic revenue with contingents grew 2.2%
- GAAP diluted EPS $1.06 fell 7.8% YoY
- Quarterly dividend declared $0.165 per share
- Operating cash flow $262M for Q1
Financial Impact
Adjusted EPS beat by $0.03; revenue beat by ~$11M
revenueepsorganic growth
Risk Factors
- Flat organic revenue signals slowing core growth
- GAAP EPS decline due to amortization and acquisition costs
- High dependence on acquisitions for revenue growth
Market Snapshot
Exchange
NYSE
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
25% bullish (24 analysts)
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3282088 |
11 reports for BRO
67%
Hit rate
best @ T+1▲ +2.69%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 14, 2026
today
|
Institutional Cluster
| — | awaiting T+5 | — | — |
|
Jun 6, 2026
9d ago
|
ANALYST-UPGRADE
| $56.51 $54.19 | ▼ −4.11% | ▼ −5.28% | $59.99 (+6.17%) |
|
Jun 5, 2026
9d ago
|
8-K
| $58.26 awaiting T+5 | awaiting T+5 | — | $59.99 (+2.97%) |
|
May 21, 2026
24d ago
|
ANALYST-UPGRADE
| $58.36 $56.84 | ▼ −2.60% | ▼ −4.19% | $59.99 (+2.80%) |
|
May 16, 2026
29d ago
|
ANALYST-UPGRADE
| $71.61 $73.29 | ▲ +2.34% | ▲ +4.03% | $59.99 (−16.23%) |
|
May 6, 2026
5w ago
|
ANALYST-UPGRADE
| $56.51 $55.77 | ▼ −1.30% | ▼ −2.43% | $59.99 (+6.17%) |
|
Apr 27, 2026
6w ago
|
8-K
| $63.03 $57.64 | ▼ −8.54% | ▼ −10.24% | $59.99 (−4.82%) |
|
Apr 27, 2026
6w ago
|
Press Release
| $63.03 $57.64 | ▼ −8.54% | ▼ −10.24% | $59.99 (−4.82%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $68.81 $67.53 | ▼ −1.86% | ▼ −2.84% | $59.99 (−12.81%) |
|
Apr 9, 2026
9w ago
|
8-K
| $67.13 $68.81 | ▲ +2.50% | ▼ −0.68% | $59.99 (−10.63%) |
Showing 10 of 11
US Market Status
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