Financial Performance
5Y price score: 37
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 318.2%
US$ Per
Share
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53.8
52-week range
97.4
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
6.1 %
Dividend Yield TTM
0.9 %
Market cap $
$ 24,540
Price / Earnings TTM
21.7
Price / Book TTM
1.9
PEG TTM
2.4
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(23.5) %
31 %
318.2 %
Free cash flow per share growth
(8.3) %
89.6 %
240.4 %
Earnings per share growth
9 %
87 %
271.8 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Strategy & Leadership
- Focus on organic growth with and without contingents, introducing new performance metrics for better comparisons.
- Committed to capital allocation strategies, including hiring talent, stock buybacks, and strategic acquisitions.
- Partnerships with McKinsey, Accenture, and Anthropic to enhance AI capabilities and improve operational efficiency.
2) Financial & Segment Results
- Q2 2026 revenues reached $1.7 billion, a 30.4% increase YoY.
- Adjusted EBITDAC margin decreased to 35.7%, down 100 basis points YoY; adjusted EPS grew 3.9% to $1.07.
- Retail segment organic growth (including contingents) was 2.5%, while specialty distribution saw a decline of 1.6% (including contingents).
- Acquired 6 small agencies and repurchased approximately 9 million shares over the past 9 months.
3) Problems / Headwinds
- Continued pressure from declining CAT property rates, with rates decreasing 15% to 35%.
- Specialty distribution faced a 3.5% decline in organic revenue (excluding contingents) due to delayed new business revenue.
- Competitive pressures in the insurance market, particularly in casualty and property lines, affecting margins and growth.
4) Operational or Product Plans
- Anticipate organic growth improvement in both divisions for the second half of 2026, with retail growth guidance of 1.5% to 2.5% and specialty distribution of 2% to 4% (excluding contingents).
- Continued integration of acquired businesses, focusing on achieving synergies of $30 million to $40 million this year.
- Emphasis on leveraging AI to enhance sales, underwriting, and operational processes, aiming for improved productivity and customer outcomes.
5) Guidance & Outlook / Investor Angle
- Expect stable economic conditions with cautious customer investment and moderate pricing changes in the admitted market.
- Future cash flow generation anticipated to remain strong, with ongoing balance between hiring, share repurchases, and M&A.
- The transcript lacks specific forward-looking financial metrics or detailed projections for 2027 and beyond.
Bottom line: Brown & Brown is positioned for steady growth through strategic hiring, technology investments, and disciplined capital allocation, despite facing headwinds from competitive pressures and declining CAT property rates. Shareholders can expect continued focus on organic growth and operational efficiency to drive long-term value.
Annual Reports, Presentations And IR Contacts
Go to the websiteBrown and Brown — Financial Overview, Stock Price, Market Cap
Brown and Brown is a company. Founded in 1939. As of August 26, 2026, the company's market capitalization is $24540323582 with a current stock price of $73.34.
