Morgan Stanley Issues Pessimistic Forecast for Brown & Brown (NYSE:BRO) Stock Price

Brown & Brown (NYSE:BRO) had its price objective lowered by stock analysts at Morgan Stanley from $85.00 to $78.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price target would indicate a potential upside of 8.52% from the stock’s current price.

A number of other equities research analysts have also weighed in on the company. Jefferies Financial Group decreased their target price on Brown & Brown from $89.00 to $84.00 and set a “hold” rating for the company in a research report on Wednesday. Citigroup downgraded Brown & Brown from a “buy” rating to a “neutral” rating in a report on Monday, November 3rd. Argus raised shares of Brown & Brown to a “hold” rating in a research note on Tuesday. Mizuho cut their target price on shares of Brown & Brown from $90.00 to $84.00 and set a “neutral” rating on the stock in a research report on Wednesday. Finally, BMO Capital Markets reduced their price target on shares of Brown & Brown from $88.00 to $81.00 and set a “market perform” rating for the company in a report on Thursday. Three research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $92.43.

Brown & Brown Price Performance

BRO traded down $0.23 during trading on Thursday, reaching $71.88. 1,385,647 shares of the company traded hands, compared to its average volume of 2,914,601. The company has a debt-to-equity ratio of 0.55, a quick ratio of 2.10 and a current ratio of 1.67. The firm has a fifty day simple moving average of $79.61 and a 200 day simple moving average of $87.77. Brown & Brown has a 12-month low of $71.65 and a 12-month high of $125.68. The company has a market cap of $24.54 billion, a P/E ratio of 22.43, a PEG ratio of 1.74 and a beta of 0.81.

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

Institutional Trading of Brown & Brown

Several large investors have recently bought and sold shares of BRO. Cornerstone Planning Group LLC grew its stake in Brown & Brown by 423.1% during the 3rd quarter. Cornerstone Planning Group LLC now owns 272 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 220 shares during the last quarter. Darwin Wealth Management LLC purchased a new position in shares of Brown & Brown during the 2nd quarter valued at approximately $30,000. Motco purchased a new stake in shares of Brown & Brown during the 2nd quarter worth about $32,000. Board of the Pension Protection Fund acquired a new position in shares of Brown & Brown during the 4th quarter worth approximately $40,000. Finally, Migdal Insurance & Financial Holdings Ltd. purchased a new position in Brown & Brown during the second quarter valued at $49,000. Hedge funds and other institutional investors own 71.01% of the company’s stock.

Brown & Brown News Roundup

Here are the key news stories impacting Brown & Brown this week:

• Positive Sentiment: Management outlined a 2026 margin target of 32%–37% and expects $30M–$40M of Accession integration synergies, which supports medium‑term margin improvement and cost savings. Read More.
• Positive Sentiment: Q4 results showed an EPS beat and the company reiterated growth themes on the earnings call (management described growth as strong even as margins were “tested”), which can support valuation if revenue trends recover. Read More.
• Neutral Sentiment: Analyst actions were mixed: Keefe, Bruyette & Woods upgraded BRO from “underperform” to “market perform” but lowered the price target to $73, reflecting a more cautious stance despite removing the underperform label. Read More.
• Neutral Sentiment: Argus moved the shares to a “hold” rating, a defensive shift that could limit downside but isn’t a clear buy signal. Read More.
• Negative Sentiment: Multiple brokerages trimmed price targets and moved to neutral/equal‑weight: Jefferies and Mizuho lowered targets to $84, Wells Fargo cut to $82, Barclays trimmed to $82, and BMO moved to $81 — these collective cuts signal reduced analyst confidence and weigh on sentiment. Read More.
• Negative Sentiment: Bank of America lowered its price target to $90 and an analyst downgrade pushed BRO to a new 12‑month low in some coverage — additional downward re‑rating pressure for the stock. Read More. Read More.
• Negative Sentiment: Investor risk increased after Pomerantz LLP issued an investor alert investigating claims on behalf of Brown & Brown investors; litigation risk can add uncertainty and volatility. Read More.
• Negative Sentiment: Market reaction to the quarter was hurt by a revenue miss, which drove an immediate share decline on the report; revenue momentum will be watched closely in coming quarters. Read More.

Brown & Brown Company Profile

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.