8-K ·Filed Sep 10, 2026

BRO

BROWN & BROWN, INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed22d 11h ago SEC0001193125-26-386867
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

This is a routine investor presentation with no new material information. No trading action is warranted based on this filing alone. Monitor upcoming quarterly earnings for any changes in organic revenue growth trajectory or margin performance.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
BRO ▼ -1.82% at T+5d
NEUTRAL call ✗ call lost -1.82% · α vs SPY -1.33% · entry $66.33 → $65.12
Next anchor: T+20d in 5d
Latest observation: T+14 -3.87% FF3 residual α
Entry anchored
Sep 9, 04:00 PM ET
via 1-min bar
T+1d
-0.21%
call -0.21% · α -1.06%
$66.19
settled 22d ago
T+5d
-1.82%
call -1.82% · α -1.33%
$65.12
settled 16d ago
T+20d
—
call — · α —
—
in 5d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

Brown & Brown filed an 8-K furnishing a 2026 company overview investor presentation under Item 7.01 Regulation FD. The presentation is a routine strategic update highlighting the company's long-term track record, diversified business model, and financial policy targets. No new material financial results, guidance, or corporate events were disclosed, making this a neutral, non-event filing.

Key Facts

  • Filed 8-K with Item 7.01 Regulation FD Disclosure furnishing a 2026 company overview presentation.
  • Presentation includes historical financial metrics and strategic positioning, but no new earnings, guidance, or material transactions.
  • Generated $1.5 billion of cash flow from operations for the year ended 2025, growing 24% over 2024.
  • $1.1 billion cash on balance sheet as of 12/31/2025.
  • Up to $1.25 billion revolving credit facility with $975 million of availability as of 6/30/2026.
  • Target net debt to EBITDAC ratio of 0-2.5x and total debt to EBITDAC ratio of 0-3.0x.
  • Revenue of $5.9 billion in 2025.
  • 10-year CAGR of 14% for revenue and 15% for diluted net income per share - adjusted.

Financial Impact

No new financial impact disclosed; filing is a routine investor presentation.

Risk Factors

  • No new risks disclosed beyond standard forward-looking statement cautionary factors.
  • Presentation contains forward-looking statements subject to known and unknown risks.

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
27% bullish (26 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-386867
Document: bro-20260909.htm0001193125-26-386867
Document: 0001193125-26-386867-index-headers.html0001193125-26-386867
Document: 0001193125-26-386867-index.html0001193125-26-386867
Document: 0001193125-26-386867.txt0001193125-26-386867
16 reports for BRO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BRO — sortable, filterable
TypeNow
Sep 10, 2026
22d ago
8-K
NEUTRAL ★ 2/10
$66.33 $65.12▼ −1.82%▼ −1.33%$59.91 (−9.68%)
Aug 21, 2026
6w ago
Institutional Cluster
MIXED ★ 5/10
$72.92 $73.31▲ +0.53%▲ +0.06%$59.91 (−17.84%)
Aug 10, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$71.60 $68.83▼ −3.88%▼ −3.83%$59.91 (−16.33%)
Jul 29, 2026
9w ago
ANALYST-DOWNGRADE
NEUTRAL ★ 2/10
$74.87 $70.95▼ −5.24%▼ −10.76%$59.91 (−19.98%)
Jul 27, 2026
9w ago
8-K
MIXED ★ 5/10
$73.65 $71.78▼ −2.54%▼ −4.81%$59.91 (−18.66%)
Jul 27, 2026
9w ago
Press Release
MIXED ★ 5/10
$73.65 $71.78▼ −2.54%▼ −4.81%$59.91 (−18.66%)
Jul 6, 2026
12w ago
ANALYST-DOWNGRADE
MIXED ★ 4/10
$68.43 $67.66▼ −1.13%▼ −1.61%$59.91 (−12.45%)
Jul 1, 2026
13w ago
Press Release
NEUTRAL ★ 2/10
$67.36 $69.27▲ +2.84%▲ +2.57%$59.91 (−11.06%)
Jun 14, 2026
15w ago
Institutional Cluster
MIXED ★ 5/10
$59.28 $58.24▼ −1.75%▼ −0.37%$59.91 (+1.06%)
Jun 5, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$58.00 $59.28▲ +2.21%▲ +0.10%$59.91 (+3.29%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (64h 22m)

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