Brown & Brown Schedules Release of Fourth-Quarter Financial Results for Late January
Daytona Beach, Wednesday, 31 December 2025.
The insurance brokerage confirms it will report year-end financials on January 26, offering investors a critical look at performance following recent acquisition-led growth and ongoing talent retention challenges.
Earnings Call Scheduled for Late January
Brown & Brown, Inc. (NYSE: BRO) has officially confirmed that it will release its financial results for the fourth quarter of 2025 after the market closes on Monday, January 26, 2026 [1]. The following morning, Tuesday, January 27, 2026, President and CEO J. Powell Brown and CFO R. Andrew Watts will host a conference call at 8:00 a.m. EST to discuss the results [1]. This announcement sets the stage for investors to evaluate how the company closed out a year marked by significant revenue expansion and strategic challenges. Interested parties can access the live broadcast via the “Investor Relations” section of the company’s website, with an audio archive available for 14 days following the event [1].
Market Expectations and Stock Performance
Heading into this release, market analysts have set specific benchmarks for the Daytona Beach, Florida-based insurance brokerage [2]. The consensus earnings per share (EPS) estimate stands at $0.91, with expected revenue projected at $1.65 billion for the quarter [3]. These figures will be weighed against the company’s recent stock performance; shares were trading at $80.22 as of December 31, 2025, giving the company a market capitalization of $27.39 billion [2]. The stock is currently trading significantly below its 52-week high of $125.68 [2].
Analyst Sentiment and Market Outlook
Wall Street’s outlook on Brown & Brown remains cautious but optimistic regarding long-term value. As of late December 2025, the consensus rating among 19 analysts is “Hold,” comprised of 14 hold ratings, four buy ratings, and one sell rating [4]. Despite the neutral stance from the majority, the average 12-month price target is $99.80, suggesting a potential upside of 24.43% from current trading levels [4]. However, recent adjustments reflect a tempering of expectations; for instance, Goldman Sachs recently adjusted its price target down to $90.00 from $105.00, citing slower-than-expected organic growth [5].
Operational Headwinds and Strategic Growth
The upcoming earnings call will likely address the dichotomy between aggressive revenue growth and operational hurdles. In the third quarter of 2025, the company reported a robust 35.4% year-over-year revenue increase, driven largely by acquisitions [2]. However, organic growth has faced pressure. Fourth-quarter guidance previously suggested low-single-digit organic growth, influenced by internal factors and property catastrophe pricing [5]. JPMorgan has highlighted the company’s strong position in the mid-market segment, while Mizuho noted the potential for the Accession acquisition to boost revenues by approximately $1.7 billion [5].