Brown & Brown: No Significant Upside After 1Q26

Brown & Brown (BRO) remains fundamentally strong but is overvalued at current levels, warranting a 'Hold' rating. Despite robust M&A execution and insider alignment, BRO's premium valuation is unsupported by slowing organic growth and sector headwinds. I lower my price target to $58/share, reflecting reduced growth forecasts (7-8%) and increased sector risks, especially in flood insurance.

Seeking Alpha • Apr 29, 2026

Brown & Brown, Inc. (BRO) Q1 2026 Earnings Call Transcript

Brown & Brown, Inc. (BRO) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 28, 2026

Brown & Brown Q1 Earnings Top Estimates on Higher Commissions

BRO Q1 earnings beat estimates as higher commissions, investment income and EBITDAC drive growth, despite flat organic revenues and rising expenses.

Zacks Investment Research • Apr 28, 2026

Brown & Brown, Inc. announces first quarter 2026 results, including total revenues of $1.9 billion, an increase of 35.4%; flat Organic Revenue; growth of Organic Revenue with Contingents of 2.2%; diluted net income per share of $1.06; Diluted Net Income Per Share - Adjusted of $1.39; and a quarterly dividend of $0.165 per share

DAYTONA BEACH, Fla., April 27, 2026 (GLOBE NEWSWIRE) -- Brown & Brown, Inc. (NYSE:BRO) (the "Company") announced its unaudited financial results for the first quarter of 2026.

GlobeNewsWire • Apr 27, 2026

Brown & Brown Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Brown & Brown, Inc. (NYSE:BRO) will release earnings for its first quarter after the closing bell on Monday, April 27.

Benzinga • Apr 27, 2026

Brown & Brown (BRO) Tops Q1 Earnings and Revenue Estimates

Brown & Brown (BRO) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.29 per share a year ago.

Zacks Investment Research • Apr 27, 2026

Brown & Brown (BRO) Reports Q1 Earnings: What Key Metrics Have to Say

The headline numbers for Brown & Brown (BRO) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Apr 28, 2026

Is a Beat in the Cards for Brown & Brown This Earnings Season?

BRO's Q1 2026 results are likely to reflect acquisitions, new business, higher commissions and improved investment income.

Zacks Investment Research • Apr 23, 2026

Brown & Brown (BRO) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Get a deeper insight into the potential performance of Brown & Brown (BRO) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Zacks Investment Research • Apr 22, 2026

Brown & Brown (BRO) Reports Next Week: Wall Street Expects Earnings Growth

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.

Zacks Investment Research • Apr 20, 2026