BRO BROWN & BROWN, INC.

BULLISH Impact: 3/10 ANALYST-UPGRADE
Processed 5d 21h ago SEC analyst-BRO-mizuho-20260227
17 firms acted on BRO: Mizuho, Keefe, Bruyette & Woods, Citigroup, BMO Capital, JP Morgan, Mizuho, B of A Securities, Citigroup, Wells Fargo, B of A Securities, Goldman Sachs, Morgan Stanley, Morgan Stanley, Argus Research, Barclays, Wells Fargo, B of A Securities

Price Chart

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Executive Summary

Mizuho upgraded Brown & Brown (BRO) from Neutral to Outperform on Feb 27, 2026, with a $85 price target (from $84), representing 53% upside from the current $55.69. This is part of a massive 17-firm cluster, but Mizuho's 52% accuracy on 2,227 calls is average. Consensus is heavily bearish-skewed: 19 Hold, 5 Buy, 1 Strong Buy, 0 Sell — 76% of analysts are neutral. The mean target is $73.80 (33% upside), with a high of $90 and low of $65. EPS revisions are negative: 30-day revisions down 9 for next quarter and 12 for next fiscal year. Insider activity is mildly bullish: one $114K buy from director H. Palmer Proctor on May 5. Congressional sells are small and non-informative. Short interest is elevated at 60.9% of TRF volume. The bottom line: Mizuho's call is contrarian against a wall of Hold ratings, but the firm's average track record and deteriorating EPS revisions temper conviction. The cluster of 17 firms suggests sector-wide re-rating, but the lack of earnings catalyst within 30 days and negative estimate momentum argue for a neutral-to-bullish tilt, not outright bullish.

Impact Score

Base Score
2/7
LLM Adjustment
+1
Final Score
3/10

Consensus & Targets

Buy / Strong Buy
6 (24%)
Hold
19
Sell / Strong Sell
0
Total Analysts
15
Mean PT
$73.80
Median PT
$72.00
High PT
$90.00
Low PT
$65.00
Current Price
$55.69
Implied Upside
+32.5%

Consensus: 1 Strong Buy, 5 Buy, 19 Hold, 0 Sell, 0 Strong Sell — 25 analysts total. 76% are neutral (Hold), 24% bullish, 0% bearish. The consensus is heavily tilted toward the sidelines, making Mizuho's upgrade a contrarian call.

Current price: $55.69. Mean target: $73.80 (33% upside). Median: $72. High: $90 (Truist). Low: $65. Mizuho's $85 target is above the mean and median, ranking 2nd highest behind Truist's $90. Implied upside to Mizuho's PT: 53%.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-06 Citigroup upgrade Buy $70.00
2026-04-29 RBC Capital maintain Sector Perform $72.00
2026-04-29 Wells Fargo maintain Equal-Weight $69.00
2026-04-29 Keefe, Bruyette & Woods maintain Market Perform $72.00
2026-04-29 Truist Securities maintain Buy $90.00
2026-04-14 B of A Securities maintain Neutral $88.00
2026-04-13 Mizuho maintain Outperform $84.00
2026-04-09 JP Morgan maintain Neutral $85.00
2026-04-09 Wells Fargo maintain Equal-Weight $72.00
2026-04-08 Barclays maintain Equal-Weight $72.00

30-day analyst activity: 1 upgrade (Mizuho), 0 downgrades. EPS revisions are negative: next quarter revisions down 9 vs up 4 in the last 30 days; next fiscal year down 12 vs up 2. Estimates are being revised lower across all periods, a bearish undercurrent.

Firm Track Record — Mizuho

Mizuho accuracy: 52% on 2227 calls | avg return: 4.7%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 12 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
RBC Capital 67% 2/3 4.2% top tier
Raymond James 67% 2/3 -0.9% top tier
Keefe, Bruyette & Woods 60% 6/10 -1.6% above average
Wells Fargo 55% 6/11 -1.2% above average
B of A Securities 50% 3/6 1.7% below average
Citigroup 50% 2/4 1.6% below average
Truist Securities 38% 3/8 0.5% below average
Morgan Stanley 33% 2/6 -10.9% below average
UBS 33% 1/3 -1.8% below average
BMO Capital 33% 1/3 -14% below average

Mizuho has a 52% accuracy rate on 2,227 calls with an average return of 4.7% — average among firms covering BRO. Best firm: RBC Capital (67% on 3 calls, +4.2% avg return). Worst: Jefferies (0% on 3 calls, -10% avg return). Mizuho's track record is in-line with the peer average, not a standout.

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1q $1.08 $1.05 — $1.16 $1.8B ↑2 ↓0
+1y $4.88 $4.63 — $5.03 $7.5B ↑2 ↓0
0q $1.08 $1.00 — $1.17 $1.7B ↑2 ↓0
0y $4.50 $4.35 — $4.67 $7.1B ↑0 ↓0

Cross-Platform Signals

Insider Trades (90d)
1 buys / 0 sells
Congressional
April McClain Delaney (democrat) — sell $1,001 - $15,000
Congressional
Jared Moskowitz (democrat) — sell $1,001 - $15,000
Congressional
Jared Moskowitz (democrat) — sell $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
TWO SIGMA INVESTMENTS, LP — exit (-100%)
Institutional
FMR LLC — add (41.6%)
Short Interest
Short: 895,815 | Exempt: 0 | TRF Vol: 1,470,295 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)

Insider trades: 1 buy ($114K) from director H. Palmer Proctor on May 5 — a bullish signal opposing the negative estimate trend. Congressional sells: 5 small sells ($1K-$15K each) from Reps. Delaney and Moskowitz — non-informative. Institutional: Norges Bank entered new $517M position, FMR added 41.6% ($1.12B), UBS added 67.7% ($140M). Two Sigma exited. Short interest: 60.9% of TRF volume — elevated but not extreme. The insider buy and institutional accumulation converge with Mizuho's bullish call, while negative EPS revisions diverge.

Actionable Insight

Mizuho's upgrade is a contrarian call against a wall of Hold ratings, but the firm's average accuracy and deteriorating EPS revisions argue for caution. The insider buy and institutional inflows provide some confirmation. Traders should wait for a catalyst (earnings or estimate stabilization) before adding long exposure; the 53% upside to $85 is compelling but not imminent.

Documents Analyzed

Report based on filing metadata.

8 reports for BRO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BRO — sortable, filterable
Type Now
May 21, 2026
1d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$57.85 awaiting T+5awaiting T+5$57.67 (−0.32%)
May 16, 2026
5d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$71.21 awaiting T+5awaiting T+5$57.67 (−19.02%)
May 6, 2026
15d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$56.51 $55.77▼ −1.30%▼ −2.43%$57.67 (+2.05%)
Apr 27, 2026
24d ago
8-K
MIXED ★ 5/10
$63.03 $57.64▼ −8.54%▼ −10.24%$57.67 (−8.50%)
Apr 27, 2026
24d ago
Press Release
MIXED ★ 5/10
$63.03 $57.64▼ −8.54%▼ −10.24%$57.67 (−8.50%)
Apr 16, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$68.81 $67.53▼ −1.86%▼ −2.84%$57.67 (−16.19%)
Apr 9, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$67.13 $68.81▲ +2.50%▼ −0.68%$57.67 (−14.09%)
Mar 24, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$64.09 $64.36▲ +0.42%▲ +0.66%$57.67 (−10.02%)
Showing 8 of 8

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