Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$71.88
Open:$71.35
Day's Low:$70.20
Day's High:$71.65
Bid / Ask:-
Market Cap:23.52B
Enterprise Value:30.86B
52-Week Range
52-Week Low:$53.81
52-Week High:$82.58
Current position in 52-week range
52w Low-52w High
50-Day Avg:$66.99
200-Day Avg:$66.58
Volume
Volume Today:2,858,391
Avg Volume (3m):2,240,925
Avg Volume (10d):3,281,180
52-Week Change:-9.00%
vs S&P 500, 52 weeks:-
Beta:0.52
Valuation Multiples
P/E (trailing):22.44
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 26, 2026. The P/E is the price divided by that EPS.
P/E (forward):14.89
PEG Ratio:1.85
Price / Book:1.84
Price / Sales (TTM):3.45
EV / Revenue:4.53
EV / EBITDA:13.11
Dividends
Current yield:0.92%
Annual Dividend Rate:$0.66
Dividend Trailing:$0.66
Yield Trailing:0.92%
5-Year Avg Yield:0.64%
Payout Ratio:20.89%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):6.81B
Gross Profit:3.39B
EBITDA:2.35B
Net Income (TTM):1.20B
Rev Growth (YoY):+9.70%
Earnings Growth (YoY):-1.00%
Quarterly earnings growth (YoY):+5.70%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$3.16
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 26, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.76
Revenue Per Share:$20.68
Cash Per Share:-
Book Value:$38.48
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:1.10B
Total Debt:8.10B
Net Debt (Debt - Cash):7.00B
Debt / Equity:64.24%
Current Ratio:1.14
Quick Ratio:0.45
Cash Flows
Operating Cash Flow:1.58B
Free Cash Flow (FCF):1.21B
FCF Yield (FCF / Market Cap):-
Enterprise Value:30.86B
EV / Revenue:4.53
EV / EBITDA:13.11
Profitability
ROE (Return on Equity):9.80%
ROA (Return on Assets):3.89%
P/E (trailing):22.44
P/E (forward):14.89
Price / Book:1.84
PEG Ratio:1.85
52-Week Change:-9.00%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$3.16
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 26, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.76
P/E (forward):14.89
PEG Ratio:1.85
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$20.68
Cash Per Share:-
Book Value:$38.48
Cash Flows (TTM)
Free Cash Flow:1.21B
Operating Cash Flow:1.58B
EBITDA:2.35B
Total Revenue (TTM):6.81B
Net Income (TTM):1.20B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:331,691,829
Float (free shares):284,638,026
Short interest (shares):16,260,205
Short % of float:-
Short Ratio (days to cover):6.68
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Brown & Brown, Inc. (BRO) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Brown & Brown, Inc. markets and sells insurance products and services in the United States, the United Kingdom, and internationally. It operates through Retail and Specialty Distribution segments. The Retail segment provides property and casualty insurance products, employee benefits insurance products, personal insurance products, specialties insurance products, risk management strategies, loss control surveys and analysis, consulting, and claims processing services. This segment also offers non-insurance services and products through automobile and recreational vehicle dealer services businesses. It serves commercial, public and quasi-public entities, professionals, and individual customers. The Specialty Distribution segment comprises wholesale brokerage and specialty businesses. This segment offers professional liability and related package insurance products for dentistry, legal, eyecare, financial services, physicians, and real estate title professionals, as well as supplementary insurance products related to weddings, events, medical facilities, and cyber liabilities. This segment also provides public entity-related and specialty programs through a network of independent agents, as well as program management services for insurance carrier partners. In addition, the company's wholesale brokerage businesses underwrite and place excess and surplus commercial and personal lines insurance through independent agents and brokers. Its program businesses operate under the Arrowhead Programs name. The company was formerly known as Poe & Brown, Inc. and changed its name to Brown & Brown, Inc. in April 1999. Brown & Brown, Inc. was founded in 1939 and is headquartered in Daytona Beach, Florida.
Executive VP & Chairman of Specialty Distribution Segment
67
2.51M
Mr. P. Barrett Brown
Executive Officer
52
2.80M
Mr. Paul Michael Gallagher
Principal Accounting Officer & Controller
55
-
Mr. Kiet Tran
Chief Technology Officer
-
-
Ms. Eileen Akerson
Senior VP & Chief Legal Officer
-
-
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Brown & Brown, Inc. (BRO): Quantitative Analysis
Brown & Brown, Inc. (BRO) — Financial Services — Insurance Brokers. BRO is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, BRO has returned −10.4% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
BRO ranks 368 of 461 on today's multifactor score, and 49 of the 58 Financial Services companies that score. Its strongest factor is value (Z 0.12, ranked 159 of 489); its weakest is momentum (Z -1.08, ranked 447 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Brown & Brown (BRO)
When does Brown & Brown report earnings?
Brown & Brown has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 after the close (SEC filings through Oct 26, 2026). BRO earnings dates and times, quarter by quarter →
What is Brown & Brown's P/E ratio?
Brown & Brown's P/E (price over earnings per share for the last twelve months) is 22.4 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: Brown & Brown is above its sector median. Financial Services stocks, company by company →
Where does Brown & Brown rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Brown & Brown ranks 368 of 461, and 49 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Brown & Brown insiders bought or sold shares?
The latest open-market purchase of Brown & Brown shares filed with the SEC (Form 4) was on Jun 9, 2026, by a director, for $50k. Nor any open-market sale. In total, from August 2025 through Nov 3, 2026: 2 purchases and 0 sales by directors, officers and large shareholders. All BRO insider trades →
Does Brown & Brown pay a dividend?
Yes. Its dividend yield is 0.92% at the Nov 3, 2026 close (annual dividend of $0.66 per share). The next announced ex-dividend date is Nov 4, 2026.
What sector is Brown & Brown in, and which index?
Brown & Brown is classified in the Financial Services sector (industry: Insurance Brokers), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →
What is behind these numbers
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Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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