BRO BROWN & BROWN, INC.

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed Jun 5, 2026 Processed 7d 12h ago SEC 0001193125-26-259864
8-K material event: Items 1.01

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Executive Summary

Brown & Brown entered into a Third Amended and Restated Credit Agreement on June 5, 2026, increasing its revolving credit facility from $800M to $1.25B, extending the maturity to June 2031, and adding $500M in new term loans ($250M due 2029, $250M due 2031). As of filing, $825M was outstanding under the facilities. This is a routine refinancing and capacity expansion for an investment-grade insurance broker — no financial distress or material change in business fundamentals.

Actionable Insight

This is a routine credit facility upsizing and extension for a large insurance broker. No earnings or guidance were released. Monitor the Q2 2026 10-Q for the full credit agreement and any change in leverage ratios. No immediate trading catalyst.

Key Facts

  • Revolving credit facility increased from $800M to $1.25B, maturing June 5, 2031
  • New $250M Term A-1 Loan Facility maturing June 5, 2029
  • New $250M Term A-2 Loan Facility maturing June 5, 2031
  • $825M outstanding under the Facilities as of filing date
  • Credit agreement is an amendment and restatement of the October 27, 2021 agreement

Financial Impact

Total available credit increased by $700M to $1.75B ($1.25B revolver + $500M term loans); $825M currently drawn

debtliquidity

Risk Factors

  • Increased total debt capacity could lead to higher leverage if fully drawn
  • No financial covenants or interest rate terms disclosed in the 8-K

Market Snapshot

Exchange
NYSE
Sector
Insurance Agents, Brokers & Service
Analyst Consensus
31% bullish (26 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-259864
Document: 0001193125-26-259864-index-headers.html0001193125-26-259864
Document: 0001193125-26-259864-index.html0001193125-26-259864
Document: 0001193125-26-259864.txt0001193125-26-259864
10 reports for BRO
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+1▲ +2.69%May 6, 2026
Filters
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Reports for BRO — sortable, filterable
Type Now
Jun 6, 2026
7d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$56.51 $54.19▼ −4.11%▼ −5.28%$59.99 (+6.17%)
Jun 5, 2026
7d ago
8-K
NEUTRAL ★ 3/10
$58.26 awaiting T+5awaiting T+5$59.99 (+2.97%)
May 21, 2026
22d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$58.36 $56.84▼ −2.60%▼ −4.19%$59.99 (+2.80%)
May 16, 2026
27d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$71.61 $73.29▲ +2.34%▲ +4.03%$59.99 (−16.23%)
May 6, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$56.51 $55.77▼ −1.30%▼ −2.43%$59.99 (+6.17%)
Apr 27, 2026
6w ago
8-K
MIXED ★ 5/10
$63.03 $57.64▼ −8.54%▼ −10.24%$59.99 (−4.82%)
Apr 27, 2026
6w ago
Press Release
MIXED ★ 5/10
$63.03 $57.64▼ −8.54%▼ −10.24%$59.99 (−4.82%)
Apr 16, 2026
8w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$68.81 $67.53▼ −1.86%▼ −2.84%$59.99 (−12.81%)
Apr 9, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$67.13 $68.81▲ +2.50%▼ −0.68%$59.99 (−10.63%)
Mar 24, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$64.09 $64.36▲ +0.42%▲ +0.66%$59.99 (−6.39%)
Showing 10 of 10

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