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$71.18 +0.23 (+0.32%) At close · Aug 6
Market Cap
$23.82B
Shares
334.61M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$71.18 Open$71.56 Day$70.46–71.83 52W$53.81–97.58 Avg vol 30d2.8M Short int18.8M · 5.6% float · 8.5d Short vol50% Last earningsJul 28, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 27

Up next

Next earnings call
Oct 27, 2026 Est · unconfirmed · in 12 wks
FQ3-27 quarter ends
~Oct 19, 2026 Est
filed Jul 27, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Neutral Sentiment Bullish Fundamentals Strong Quant / Vol High
      Market backdrop VIX 15.2 · calm Equity put/call 0.60
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +1%
      above
      Price vs 50-day avg +10%
      above
      RSI (14) 58
      neutral
      MACD trend Negative
      52-week position 40%
      mid-range
      Momentum
      relative strength
      Neutral
      1-month return +5%
      trailing
      6-month return +3%
      trailing
      YTD return −10%
      this year
      Relative strength −10%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $64 › 200d $71 — 200d above 50d
      Institutional flow Accumulating
      411 of 813 funds reported for Jun 30 · net +2.4M sh shares · +49 new
      Insider flow Accumulating
      Net +$49.9K 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 71
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth +23%
      Y/Y
      EPS growth −9%
      Y/Y
      Free cash flow $1.4B
      Valuation P/E 22.7
      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 3.4%
      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
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +1% Bullish
      Price vs 50-day avg
      +10% Bullish
      RSI (14)
      58 Neutral
      MACD trend
      Negative Bearish
      52-week position
      40% Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $64 › 200d $71 — 200d above 50d
      Institutional flow Accumulating
      411 of 813 funds reported for Jun 30 · net +2.4M sh shares · +49 new
      Insider flow Accumulating
      Net +$49.9K 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 $71 · 40% 52-wk high $98
      vs 200-day avg +1% vs 50-day avg +10%

      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
      GAAP → non-GAAP reconciliation
      GAAP Income before income taxes 383M
      +110M Amortization
      +18M Depreciation
      +100M Interest
      -40M Change in estimated acquisition earn-out payables
      +1M (Gain)/loss on disposal
      +31M Acquisition/Integration Costs
      -5M Mark-to-market of escrow liability
      = EBITDAC - Adjusted 598M
      Organic Revenue with Contingents non-GAAP $2,658M Six months ended June 30, 2026
      GAAP → non-GAAP reconciliation
      GAAP Organic Revenue 1,176M
      +61M Organic Contingents
      = Organic Revenue with Contingents 1,237M

      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
      $23.82B -10.2% +19.1% 22.7 5.6%
      MRSH
      Marsh & Mclennan Companies, Inc.
      $92.24B +5.9% +9.7% 23.6 1.4%
      AON
      Aon plc
      $76.52B +2.7% -0.7% 19.9 2.1%
      AJG
      Arthur J. Gallagher & Co.
      $64.66B -2.1% +16.6% 41.8 3.1%
      WTW
      Willis Towers Watson PLC
      $31.40B +4.2% -2.2% 21.0 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 Accumulating
      Holders
      803
      % held
      79.8%
      Reported
      411 of 813
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      597
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      18.8M
      Days to cover
      8.5d
      Change
      -141.7K sh
      View
      Short Volume
      Short vol %
      50%
      As of
      Aug 6, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      231
      Value
      $16.0K
      As of
      Jul 14, 2026
      View
      Off-Exchange
      Off-exchange %
      40.0%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net buying
      Net (90d)
      +$49.9K
      Buyers / Sellers
      1 / 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 +0.4% +4.9% +2.7% +1.1% -10.2%
      SPY +3.6% +2.2% +12.8% +2.9% +12.7%
      vs SPY -3.2% +2.7% -10.1% -1.8% -22.9%

      Capital returns

      Latest dividend
      $0.165 / share · ex May 11, 2026
      Raised 10%
      Paid (TTM)
      $0.645 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.91%
      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) 369 filings 340 filers Visit website Investor relations