Barclays Issues Pessimistic Forecast for Brown & Brown (NYSE:BRO) Stock Price

Brown & Brown (NYSE:BRO) had its target price cut by stock analysts at Barclays from $83.00 to $82.00 in a report released on Tuesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the financial services provider’s stock. Barclays‘s price objective points to a potential upside of 13.67% from the company’s previous close.

BRO has been the topic of a number of other research reports. Raymond James Financial restated an “outperform” rating on shares of Brown & Brown in a report on Monday, November 3rd. Morgan Stanley cut their price target on Brown & Brown from $95.00 to $85.00 and set an “equal weight” rating on the stock in a research note on Monday, November 17th. Wells Fargo & Company lowered their price objective on Brown & Brown from $92.00 to $84.00 and set an “equal weight” rating for the company in a research note on Tuesday, January 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Brown & Brown in a report on Monday, December 29th. Finally, Keefe, Bruyette & Woods raised their price target on Brown & Brown from $79.00 to $80.00 and gave the company an “underperform” rating in a report on Tuesday, January 6th. Three analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Brown & Brown presently has an average rating of “Hold” and a consensus price target of $93.93.

Brown & Brown Price Performance

BRO opened at $72.14 on Tuesday. The stock has a fifty day simple moving average of $79.61 and a two-hundred day simple moving average of $87.77. The company has a current ratio of 1.67, a quick ratio of 2.10 and a debt-to-equity ratio of 0.55. The company has a market cap of $24.63 billion, a price-to-earnings ratio of 22.54, a price-to-earnings-growth ratio of 1.74 and a beta of 0.81. Brown & Brown has a 12-month low of $71.81 and a 12-month high of $125.68.

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

Hedge Funds Weigh In On Brown & Brown

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. B. Metzler seel. Sohn & Co. AG grew its stake in shares of Brown & Brown by 7.0% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 11,638 shares of the financial services provider’s stock worth $928,000 after acquiring an additional 760 shares during the period. Boston Trust Walden Corp boosted its holdings in Brown & Brown by 27.5% in the fourth quarter. Boston Trust Walden Corp now owns 86,294 shares of the financial services provider’s stock worth $6,878,000 after purchasing an additional 18,627 shares during the last quarter. Cortland Associates Inc. MO purchased a new stake in Brown & Brown in the fourth quarter worth approximately $23,069,000. M&T Bank Corp grew its position in Brown & Brown by 679.3% in the 4th quarter. M&T Bank Corp now owns 75,486 shares of the financial services provider’s stock worth $6,016,000 after purchasing an additional 65,799 shares during the period. Finally, Davidson Kahn Capital Management LLC raised its stake in Brown & Brown by 30.7% during the 4th quarter. Davidson Kahn Capital Management LLC now owns 33,290 shares of the financial services provider’s stock valued at $2,653,000 after buying an additional 7,822 shares during the last quarter. 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 higher 2026 margin target (32%–37%) tied to the Accession integration and projected $30M–$40M of synergies, which supports medium-term margin expansion and cost-benefit expectations. Article Title
• Positive Sentiment: Q4 adjusted earnings slightly beat consensus (EPS modestly above estimates) and the company posted higher profit and investment income, supporting profitability metrics despite top-line pressure. Article Title
• Neutral Sentiment: Management held its Q4 earnings call and published the transcript/presentation — useful for color on organic growth trends, acquisition integration timelines and margin drivers. Earnings Call Transcript
• Neutral Sentiment: Some analysts trimmed targets but left constructive stances (e.g., Truist cut its target but kept a Buy rating), signaling varying views on valuation vs. near-term growth. Benzinga
• Negative Sentiment: A string of price-target reductions from mid/large-cap brokers (Jefferies, Mizuho, Wells Fargo, Barclays, Bank of America) lowered near-term upside expectations and added selling pressure. Benzinga TickerReport
• Negative Sentiment: Revenue came in below expectations (MarketWatch flagged a Q4 revenue miss) and management noted lower organic revenue, which raises questions about near-term growth momentum despite higher investment income. Article Title Zacks

About Brown & Brown

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.