Brown & Brown Reports Mixed Q1 2026 Results with Adjusted EPS Beat
BRO is trading near its 52-week low of $63.29 (4.8% above the low).
Summary
Brown & Brown, Inc. announced its first-quarter 2026 financial results, reporting a 35.4% increase in total revenues and an adjusted diluted EPS of $1.39, which exceeded analyst estimates, despite flat organic revenue growth and a decline in GAAP diluted EPS.
Key Events · Earnings and Guidance · BRO
-
Total Revenues Increased Significantly
Total revenues for the first quarter of 2026 reached $1.9 billion, marking a 35.4% increase compared to the prior year, primarily driven by acquisitions.
-
Organic Revenue Remained Flat
The company reported flat (0.0%) organic revenue growth for the quarter, indicating challenges in underlying business expansion without the impact of acquisitions.
-
Adjusted EPS Beat Estimates
Adjusted diluted net income per share increased by 7.8% to $1.39, exceeding the IBES estimate of $1.36.
-
GAAP EPS Declined
Diluted net income per share (GAAP) decreased by 7.8% to $1.06 compared to the first quarter of the prior year.
Analysis · BRO · Finance
This 8-K officially releases Brown & Brown's first-quarter 2026 earnings, presenting a mixed picture for investors. While total revenues saw substantial growth, primarily driven by acquisitions, organic revenue remained flat, indicating challenges in underlying business expansion. The adjusted diluted EPS of $1.39 exceeded analyst expectations, which is a positive signal for profitability. However, the decline in GAAP diluted EPS and flat organic growth could temper investor enthusiasm. The company also declared a regular quarterly dividend. Investors will likely focus on the company's ability to drive organic growth in future quarters.
How filings like this one have moved
In the 30 days to Oct 5, 2026, 29.2% of the 1496 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.63%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, BRO was trading at $66.35 on NYSE in the Finance sector, with a market capitalization of approximately $22.5B. The 52-week trading range was $63.29 to $116.41. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.