Brown & Brown, Inc.

Brown & Brown, Inc.

BRO

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Market Cap$19.07B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Brown & Brown, Inc.Brown & Brown, Inc.16.31.15%9%2.90.7

Earnings Call Q4 2025

January 27, 2026 - AI Summary

Strong Financial Performance: Brown & Brown, Inc. reported a robust fourth quarter with revenues of $1.6 billion, growing 35.7% year-over-year, despite organic revenue decreasing by 2.8%. For the full year, total revenues were $5.9 billion, a 23% increase, and adjusted earnings per share grew over 10% to $4.26.
M&A Activity and Integration: The company completed 43 acquisitions in the year, including the largest acquisition in its history (Accession) which contributed over $1.8 billion in annual revenue. There are positive integration efforts being observed; the company anticipates EBITDA synergies of approximately $30 million to $40 million from Accession by 2026.
Challenges from Competitors: Approximately 275 former employees transitioned to a competitor, taking with them $23 million in customer revenue. This might slightly impact growth moving forward, depending on how it affects retention and customer relationships. The company is prepared to defend its interests legally against these actions.

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$181.20

Current Fair Value

228.6% upside

Undervalued by 228.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$19.07 Billion
Enterprise Value$27.06 Billion
Dividend Yield$0.65 (1.15%)
Earnings per Share$3.4
Beta0.66
Outstanding Shares333,000,000

Return

Return on Equity9.12%ROE
Return on Assets3.87%
Return on Invested Capital8.18%

Valuation & Multiples

P/E Ratio16.32P/E Ratio
PEG56.85PEG
Price to Sales2.9Price to Sales
Price to Book Ratio1.49Price to Book Ratio
Enterprise Value to Revenue4.19
Enterprise Value to EBIT15.47
Enterprise Value to Net Income23
Total Debt to Enterprise0.33
Debt to Equity0.71Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 27, 2026
EPS Estimate
$1.36
Average shareholder expectation
Revenue Estimate
$1.89 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 27, 2026
EPS Estimate
$1.09
Average shareholder expectation
Revenue Estimate
$1.73 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.5157▲ 5.48%
Total Calls322,500▲ 67.36%
Total Puts166,300▲ 87.27%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %89.82%▲ 7.96%
Total Invested$18.15B▼ 16.40%
Investors Holding816▼ 75.00%

ESG Score

No data

About Brown & Brown, Inc.

CEO: J. Powell Brown

Relevant Senate Committees

Joint Committee on Taxation

Despite its advisory role, this committee's 'scoring' of tax legislation directly shapes corporate tax policy, capital investment incentives, and the overall tax burden, which fundamentally impacts the financial health and operational decisions of Brown & Brown.

Finance

This powerful committee directly impacts corporate taxation, which is critical for Brown & Brown's profitability. Its control over entitlement spending (e.g., Medicare) profoundly influences a major segment of the health insurance market that brokerages operate within.

Health, Education, Labor, and Pensions

This committee directly impacts the health insurance market through oversight of federal health agencies (e.g., ACA-related regulations) and influences employer-sponsored benefits and labor laws, which are core services offered by an insurance brokerage.

Banking, Housing, and Urban Affairs

This committee directly regulates the broader financial system, including institutions (Fed, SEC) that dictate capital markets and financial stability rules impacting all financial services companies, including insurance agencies operating within that ecosystem.