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$70.40 -0.47 (-0.66%) At close · Jul 31
Market Cap
$23.56B
Shares
334.61M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$70.40 Open$69.94 Day$69.28–70.90 52W$54.41–97.87 Avg vol 30d3.0M Short int18.8M · 5.6% float · 8.5d Short vol56% Last earningsJul 28, 2026 DataJan 2020–Jul 2026 Filing10-Q · Jul 27

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 13 wks
FQ3-27 quarter ends
~Oct 19, 2026 Est
filed Jul 27, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 16 · calm Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −1%
below
Price vs 50-day avg +11%
above
RSI (14) 57
neutral
MACD trend Positive
52-week position 37%
mid-range
Momentum
relative strength
Very Weak
1-month return +1%
trailing
6-month return −5%
trailing
YTD return −11%
this year
Relative strength −13%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $63 › 200d $71 — 200d above 50d
Institutional flow Distributing
347 of 813 funds reported for Jun 30 · net -773.9K sh shares · +43 new
Insider flow Accumulating
Net +$164.1K over 90 days · 0% sells
Short interest Falling
5.60% of float · ▼ -0.8% MoM · 8.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
813 holders — mid 3-yr range
Squeeze score 72
high risk · 0–100
Fundamentals
Strong
Revenue growth +23%
Y/Y
EPS growth −9%
Y/Y
Free cash flow $1.4B
Valuation P/E 22.5
below peers
Buyback $900.0M
remaining
Balance sheet $5.8B
net debt
Quant / Vol
risk profile
High
Volatility 30%
annualized · 1-yr
Max drawdown −44%
past year
ATR 3.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Oct 31, 2024
fourth quarter
Contingents $30M – $40M
Amortization expense $110M – $115M
Interest expense $95M – $100M
Investment in other income $20M – $25M
full year
Ratio of cash flow from operations to total revenues 23% – 25%
Q4
Accession revenues $430M – $450M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−1% Neutral
Price vs 50-day avg
+11% Bullish
RSI (14)
57 Neutral
MACD trend
Positive Bullish
52-week position
37% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $63 › 200d $71 — 200d above 50d
Institutional flow Distributing
347 of 813 funds reported for Jun 30 · net -773.9K sh shares · +43 new
Insider flow Accumulating
Net +$164.1K over 90 days · 0% sells
Short interest Falling
5.60% of float · ▼ -0.8% MoM · 8.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
813 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $54 Now $70 · 37% 52-wk high $98
vs 200-day avg -1% vs 50-day avg +11%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
Organic Revenue with Contingents non-GAAP $2,658M Six months ended June 30, 2026

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Insurance Brokers — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BRO
Brown & Brown, Inc.
this stock
$23.56B -11.5% +19.1% 22.5 5.6%
MRSH
Marsh & Mclennan Companies, Inc.
$90.52B +2.8% +9.7% 23.2 1.4%
AON
Aon plc
$76.48B +2.2% -0.7% 19.9 2.1%
AJG
Arthur J. Gallagher & Co.
$64.08B -3.3% +16.6% 40.4 3.1%
WTW
Willis Towers Watson PLC
$31.20B +2.6% -2.2% 20.8 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
806
% held
78.8%
Reported
347 of 813
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
599
View
Short & Settlement
Short Interest Falling
Shares short
18.8M
Days to cover
8.5d
Change
-141.7K sh
View
Short Volume
Short vol %
56%
As of
Jul 31, 2026
Short Total
View
Fails to Deliver
FTD shares
231
Value
$16.0K
As of
Jul 14, 2026
View
Off-Exchange
Off-exchange %
42.8%
Week of
Jul 6, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$164.1K
Buyers / Sellers
2 / 0
Buyers Sellers
View
Congressional Trades Sell
Member
April McClain Delaney
Amount
$1.0K–$15.0K
Traded
Apr 17, 2026
View
Financials
Financials
Revenue (FY)
$5.9B
Net income (FY)
$1.1B
EPS diluted
$3.16
View
Buybacks
Authorized
$250.0M
Remaining
$900.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 27, 2026
This year
12
View
Proposed Sales
Value
$3.3M
Shares
29.9K
Filed
Nov 26, 2024
View
Earnings & Events
Earnings Calls
Last call
Jul 28, 2026
View
Investor Relations
Latest news
Brown & Brown, Inc. announces sec…
Published
Jul 27, 2026
View

Performance

5D 20D 120D MTD YTD
BRO +4.1% +0.6% -4.6% +9.7% -11.5%
SPY +1.1% +0.3% +8.2% +0.0% +9.6%
vs SPY +3.0% +0.3% -12.8% +9.7% -21.0%

Capital returns

Latest dividend
$0.165 / share · ex May 11, 2026
Raised 10%
Paid (TTM)
$0.645 / share · 4 payouts
Dividend yield (TTM, derived)
0.92%
Buyback program · as of Jun 30, 2026
Authorized
$250.00M
Spent (derived)
Remaining
$900.00M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 79282 CUSIP 115236101 13F (30d) 326 filings 297 filers Visit website Investor relations