Brown & Brown (BRO) reported earnings 30 days ago. What's next for the stock?
Although the revenue and EPS for Brown & Brown (BRO) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BRO's Q3 results reflect increased organic revenues, higher commission and fees, and expanded EBITDAC margin, offset by higher expenses.
Brown & Brown (BRO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Brown & Brown is upgraded to Buy, reflecting undervaluation and improved fundamentals after a major acquisition and recent price weakness. BRO's acquisition of Accession Risk Management Group boosts revenue by a third and enhances cost efficiencies, supporting long-term growth through M&A. Despite a softening insurance rate environment, BRO continues to deliver organic revenue growth and strong free cash flow, with prudent use of debt and equity.
Brown & Brown stock remains poised to gain from new business, solid retention, higher core commissions and fees, strategic buyouts and prudent capital deployment.
BRO's Wholesale Brokerage fuels steady growth and resilience, reinforcing its role as a cornerstone of the business.
BRO benefits from acquisitions and strong liquidity amid premium valuation and weaker profitability.
Brown & Brown (BRO) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
I reiterate a Strong Buy rating on Brown & Brown, Inc., setting a fair value of $118 per share due to resilient growth prospects. The Accession Risk Management Group acquisition, though pricey, is strategically sound and expected to deliver revenue and cost synergies. Despite near-term headwinds from softening insurance pricing, ongoing cost-saving initiatives and tech investments support long-term BRO margin expansion.
BRO tops Q2 estimates with 10.8% EPS growth, driven by higher organic revenues, EBITDAC margin, and investment income.
Brown & Brown, Inc. (NYSE:BRO ) Q2 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants J. Powell Brown - CEO, President & Director R.