
BRO Stock Forecast & Price Target
BRO Analyst Ratings
Bulls say
Brown & Brown Inc. demonstrated a significant financial performance in Q4, with the Programs segment achieving a notable EBITDAC margin increase of 47.9%, reflecting an impressive year-over-year improvement of 660 basis points. Total commission and fee revenue rose by 15.4% year-over-year to $1,161 million, significantly outperforming expectations, driven largely by robust organic growth of 38.6% within the National Programs unit, which benefitted from recent flood claims and the onboarding of new clients. Additionally, the Wholesale Brokerage segment experienced solid organic revenue growth of 7.1%, further contributing to the overall positive financial trajectory of the company amid stable market conditions.
Bears say
Brown & Brown Inc. has been experiencing a decline in profitability, as evidenced by the 140 basis point reduction in EBITDAC margins within its Wholesale Brokerage segment, now at 25.7%. The guidance provided indicates that EBITDAC margins are expected to remain relatively flat in 2025, attributed to challenging year-over-year comparisons, with the Retail segment also showing signs of organic growth lagging behind expectations. Additionally, potential risks such as market share losses, weaker macroeconomic conditions, and unfavorable pricing in property and casualty insurance could further hinder top-line growth and impact overall earnings negatively.
This aggregate rating is based on analysts' research of Brown & Brown and is not a guaranteed prediction by Public.com or investment advice.
BRO Analyst Forecast & Price Prediction
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