Mizuho Has Lowered Expectations for Brown & Brown (NYSE:BRO) Stock Price

Brown & Brown (NYSE:BRO) had its target price dropped by stock analysts at Mizuho from $90.00 to $84.00 in a report issued on Wednesday,Benzinga reports. The firm currently has a “neutral” rating on the financial services provider’s stock. Mizuho’s price target suggests a potential upside of 16.58% from the stock’s current price.

Several other analysts also recently commented on the stock. BMO Capital Markets reiterated a “market perform” rating on shares of Brown & Brown in a research report on Tuesday, December 30th. Morgan Stanley dropped their price objective on shares of 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. JPMorgan Chase & Co. began coverage on shares of Brown & Brown in a research note on Thursday, December 18th. They set a “neutral” rating and a $91.00 target price for the company. Weiss Ratings restated a “hold (c)” rating on shares of Brown & Brown in a research report on Monday, December 29th. Finally, Bank of America decreased their price objective on Brown & Brown from $94.00 to $90.00 and set a “neutral” rating for the company in a research report on Tuesday. Three analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $90.64.

Brown & Brown Trading Down 0.1%

NYSE:BRO opened at $72.05 on Wednesday. The company has a market capitalization of $24.60 billion, a PE ratio of 22.52, a P/E/G ratio of 2.16 and a beta of 0.81. Brown & Brown has a 52-week low of $71.48 and a 52-week high of $125.68. The stock’s 50 day moving average price is $79.46 and its 200 day moving average price is $87.66. The company has a quick ratio of 2.10, a current ratio of 1.67 and a debt-to-equity ratio of 0.55.

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

Institutional Trading of Brown & Brown

Hedge funds have recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in shares of Brown & Brown by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 37,634,847 shares of the financial services provider’s stock valued at $2,999,497,000 after buying an additional 303,955 shares in the last quarter. Capital World Investors lifted its holdings in Brown & Brown by 81.1% in the third quarter. Capital World Investors now owns 17,479,389 shares of the financial services provider’s stock valued at $1,639,392,000 after acquiring an additional 7,827,992 shares during the period. Principal Financial Group Inc. boosted its position in shares of Brown & Brown by 13.4% during the 3rd quarter. Principal Financial Group Inc. now owns 15,416,190 shares of the financial services provider’s stock worth $1,445,888,000 after purchasing an additional 1,821,229 shares in the last quarter. State Street Corp grew its stake in shares of Brown & Brown by 5.3% during the 3rd quarter. State Street Corp now owns 13,120,826 shares of the financial services provider’s stock worth $1,230,602,000 after purchasing an additional 660,005 shares during the period. Finally, Geode Capital Management LLC grew its stake in shares of Brown & Brown by 16.6% during the 2nd quarter. Geode Capital Management LLC now owns 7,369,576 shares of the financial services provider’s stock worth $813,624,000 after purchasing an additional 1,050,350 shares during the period. 71.01% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Brown & Brown

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

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.