Brown & Brown Stock Rating Downgraded
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2026
0mins
Source: Yahoo Finance
- Rating Maintenance and Price Target Cut: Michael Zaremski from BMO Capital and Yaron Kinar from Mizuho Securities both maintained a Hold rating on Brown & Brown (NYSE:BRO), lowering their price targets from $88 to $81 and from $90 to $84 respectively, indicating a cautious market outlook.
- Valuation Analysis: Zaremski noted that while P/E ratios are at discounted levels, the enterprise value to EBITDA and free cash flow yield remain expensive compared to the S&P 500, suggesting limited attractiveness for the stock.
- Earnings Forecast Adjustment: BMO Capital reduced its EBITDA estimates for Brown & Brown by approximately 3% and projected a 2.4% organic growth in 2026, reflecting a cautious stance on the company's future growth prospects.
- Lack of Positive Catalysts: Analysts believe there are no positive catalysts to drive the stock price higher in the near term, hence the Hold rating and reduced price target, indicating a pessimistic outlook for the stock's short-term performance.
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Analyst Views on BRO
Wall Street analysts forecast BRO stock price to rise
13 Analyst Rating
1 Buy
12 Hold
0 Sell
Hold
Current: 73.500
Low
73.00
Averages
84.09
High
100.00
Current: 73.500
Low
73.00
Averages
84.09
High
100.00
About BRO
Brown & Brown, Inc. is an insurance brokerage company engaged in delivering risk management solutions. It markets and sells insurance products and services, primarily in the property, casualty and employee benefits areas. Its segments include the Retail segment provides a range of insurance products and services to commercial, public and quasi-public, professional and individual insured customers, and non-insurance services and products through its automobile dealer services F&I businesses; The Programs segment specializes in the development, underwriting and management of insurance program business, often designed for niche, underserved markets, and distributes these coverages to retail agencies, as well as affinity groups, wholesale entities and sold direct to consumers; and The Wholesale Brokerage segment markets and sells excess and surplus commercial and personal lines insurance, primarily through independent agents and brokers, as well as Brown & Brown retail agents.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions and market trends.
- Overview of Updates: While specific upgrades, downgrades, and initiations are not detailed, the overall rating changes indicate analysts' sensitivity to market sentiment, potentially prompting investors to reassess their positions.
- Market Reaction Potential: Rating changes by analysts often trigger market volatility, and investors should monitor these shifts to timely adjust their investment strategies and capitalize on potential market opportunities.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, and investors are encouraged to regularly check the analyst ratings page for the latest updates.
See More
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- Strong Airline Demand: TD Cowen upgrades Southwest Airlines from Hold to Buy with a target price of $66, anticipating strengthened airline demand in 2026, reflecting the potential for industry recovery.
- AI Software Leader: Rosenblatt initiates coverage of Palantir with a Buy rating and a $150 price target, believing the company holds a unique market position in AI with a sustainable growth trajectory, despite a 33% decline from its peak.
- Optimistic Financial Performance: Bank of America raises Dell's price target to $155, based on its broad product portfolio and AI-related growth potential, expecting higher margins in the coming years, although global economic slowdown poses some risks.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Dynamics: While specific company names are not mentioned, changes in analyst ratings typically influence investor decisions and can lead to stock price fluctuations.
- Investor Focus: Investors considering buying BRO stock should pay attention to the latest insights from analysts to make more informed investment choices.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective and data support.
See More
Brown & Brown Under Investigation, Stock Plummets
- Investigation Launched: Pomerantz LLP is investigating whether Brown & Brown and its executives have engaged in securities fraud or other unlawful business practices, which could severely impact the company's reputation and shareholder confidence.
- Poor Financial Performance: Brown & Brown reported a 2.8% decline in organic revenue for Q4 2025 on January 26, 2026, primarily due to a drop in flood claims processing revenue, indicating significant business pressure.
- Employee Attrition Impact: Company leadership disclosed during the earnings call that 275 former employees joined a competitor, taking with them customers representing $23 million in annual revenue, which may further weaken the company's market position.
- Severe Stock Reaction: On January 27, 2026, Brown & Brown's stock price fell by $5.50, or 6.91%, closing at $74.12 per share, reflecting investor concerns about the company's future prospects.
See More
Investigation into Brown & Brown for Securities Violations
- Investigation Background: Edelson Lechtzin LLP is investigating potential violations of federal securities laws by Brown & Brown (NYSE:BRO), stemming from allegations of providing misleading business information to investors, which could undermine investor confidence.
- Declining Financial Performance: Brown & Brown's Q4 2025 results revealed a 2.8% decline in organic revenue, primarily attributed to reduced flood claims processing, raising concerns about the company's future profitability among investors.
- Employee Attrition Impact: Executives disclosed that 275 former employees left for a competitor, resulting in the loss of clients responsible for approximately $23 million in annual revenue, which may exacerbate negative perceptions of Brown & Brown in the market.
- Stock Price Reaction: On January 27, 2026, Brown & Brown's stock price fell by $5.50, or 6.91%, closing at $74.12 per share, reflecting the market's pessimistic sentiment regarding the company's outlook.
See More
Brown & Brown Acquires American Adventure Insurance Assets
- Acquisition Deal: Brown & Brown Dealer Services has acquired the assets of The Protectorate Group Insurance Agency, operating as American Adventure Insurance, thereby expanding its market share in dealership insurance solutions.
- Specialization: American Adventure specializes in providing insurance solutions for various types of vehicles, including motor homes, travel trailers, campers, boats, personal watercraft, and motorcycles, enhancing Brown & Brown's capability in diversified insurance products.
- Team Integration: The American Adventure team will join Brown & Brown Dealer Services and continue to operate nationwide, which is expected to enhance customer service capabilities and expand market coverage.
- Future Outlook: This acquisition aligns with Brown & Brown's growth strategy, with projected cost savings of $30 million to $40 million through integration and synergies, further driving the company's profitability enhancement.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions and market trends.
- Overview of Updates: While specific upgrades, downgrades, and initiations are not detailed, the overall rating changes indicate analysts' sensitivity to market sentiment, potentially prompting investors to reassess their positions.
- Market Reaction Potential: Rating changes by analysts often trigger market volatility, and investors should monitor these shifts to timely adjust their investment strategies and capitalize on potential market opportunities.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, and investors are encouraged to regularly check the analyst ratings page for the latest updates.
See More
Key Wall Street Calls on Friday: Upgrades and Downgrades
- Core Stock Rating: Deutsche Bank reiterates its Buy rating on CoreWeave, lowering the price target from $140 to $125, indicating that the company faces uncertainties in its rapidly scaling financial model, which may impact investor confidence.
- Strong Airline Demand: TD Cowen upgrades Southwest Airlines from Hold to Buy with a target price of $66, anticipating strengthened airline demand in 2026, reflecting the potential for industry recovery.
- AI Software Leader: Rosenblatt initiates coverage of Palantir with a Buy rating and a $150 price target, believing the company holds a unique market position in AI with a sustainable growth trajectory, despite a 33% decline from its peak.
- Optimistic Financial Performance: Bank of America raises Dell's price target to $155, based on its broad product portfolio and AI-related growth potential, expecting higher margins in the coming years, although global economic slowdown poses some risks.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Dynamics: While specific company names are not mentioned, changes in analyst ratings typically influence investor decisions and can lead to stock price fluctuations.
- Investor Focus: Investors considering buying BRO stock should pay attention to the latest insights from analysts to make more informed investment choices.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective and data support.
See More
Brown & Brown Under Investigation, Stock Plummets
- Investigation Launched: Pomerantz LLP is investigating whether Brown & Brown and its executives have engaged in securities fraud or other unlawful business practices, which could severely impact the company's reputation and shareholder confidence.
- Poor Financial Performance: Brown & Brown reported a 2.8% decline in organic revenue for Q4 2025 on January 26, 2026, primarily due to a drop in flood claims processing revenue, indicating significant business pressure.
- Employee Attrition Impact: Company leadership disclosed during the earnings call that 275 former employees joined a competitor, taking with them customers representing $23 million in annual revenue, which may further weaken the company's market position.
- Severe Stock Reaction: On January 27, 2026, Brown & Brown's stock price fell by $5.50, or 6.91%, closing at $74.12 per share, reflecting investor concerns about the company's future prospects.
See More
Investigation into Brown & Brown for Securities Violations
- Investigation Background: Edelson Lechtzin LLP is investigating potential violations of federal securities laws by Brown & Brown (NYSE:BRO), stemming from allegations of providing misleading business information to investors, which could undermine investor confidence.
- Declining Financial Performance: Brown & Brown's Q4 2025 results revealed a 2.8% decline in organic revenue, primarily attributed to reduced flood claims processing, raising concerns about the company's future profitability among investors.
- Employee Attrition Impact: Executives disclosed that 275 former employees left for a competitor, resulting in the loss of clients responsible for approximately $23 million in annual revenue, which may exacerbate negative perceptions of Brown & Brown in the market.
- Stock Price Reaction: On January 27, 2026, Brown & Brown's stock price fell by $5.50, or 6.91%, closing at $74.12 per share, reflecting the market's pessimistic sentiment regarding the company's outlook.
See More
Brown & Brown Acquires American Adventure Insurance Assets
- Acquisition Deal: Brown & Brown Dealer Services has acquired the assets of The Protectorate Group Insurance Agency, operating as American Adventure Insurance, thereby expanding its market share in dealership insurance solutions.
- Specialization: American Adventure specializes in providing insurance solutions for various types of vehicles, including motor homes, travel trailers, campers, boats, personal watercraft, and motorcycles, enhancing Brown & Brown's capability in diversified insurance products.
- Team Integration: The American Adventure team will join Brown & Brown Dealer Services and continue to operate nationwide, which is expected to enhance customer service capabilities and expand market coverage.
- Future Outlook: This acquisition aligns with Brown & Brown's growth strategy, with projected cost savings of $30 million to $40 million through integration and synergies, further driving the company's profitability enhancement.
See More
