$BRO

Brown & Brown reported Q2 2026 revenue of $1.68 billion, up 30.4% year on year, but below market expectations. Management cited strong contingent commissions, acquisition integration, and sales and underwriting process improvements. Margin declined YoY despite expense control, with cash flow and share repurchases highlighted. Analyst questions covered Accession revenue/margins, MGA competition, hiring, margin guidance and AI costs, and Europe expansion.

BofA upgraded Humana (HUM) to Buy from Neutral with a price target of $500, up from $410. Humana has indicated that its Medicare Advantage margins in 2026 excluding the impact of stars is nearly 2%, the firm noted, adding that moving to 3% would add $10 to EPS. Citi upgraded Ford (F) to Buy from Neutral with a price target of $20, up from $19. Only three of the 18 analysts that cover Ford have a Buy rating but the company's momentum is turning, the firm tells investors in a research note.

A market movers roundup highlights five NYSE stocks. H&R Block rose 6.2% after Stephens & Co. started coverage with an Equal-Weight rating and a $47 target. Corning fell 13% after Q2 revenue and Q3 sales forecast missed expectations. Sherwin-Williams gained 7.5% after stronger Q2 earnings and raised full-year profit guidance. Brown & Brown rose 5% and Simpson added 2.8% on better results.

Brown & Brown (NYSE: BRO) shares rose about 5% after the company reported Q2 results. Revenue increased 30.4% year over year to $1.68B, slightly below analysts’ $1.72B estimate. Adjusted EPS was $1.07, in line with expectations, driving investor focus on strong growth despite the revenue miss.

Brown & Brown (NYSE: BRO) reported Q2 2026 revenue of $1.68B, up 30.4% year on year but below analysts’ $1.72B estimate. Non-GAAP EPS was $1.07, in line, and adjusted EBITDA was $608.5M versus $603.1M. Operating margin fell to 22.9% from 24.2%. Management cited contingent commissions, Accession integration, and AI/technology partnerships.

Brown & Brown (NYSE:BRO) discussed Q2 results on its earnings call. CFO Andy Watts said Retail revenue rose 35.9% mainly from acquisitions, while Retail organic growth was pressured by a pharmacy consulting business and a litigation-related organic revenue adjustment. Specialty Distribution total revenue rose 28.1% on Accession, with EBITDAC margin down to 42.7%. BRO expects H2 Retail organic growth excluding contingents of 1.5% to 2.5% and Specialty 2% to 4%, and reaffirmed $30M-$40M integratio

Brown & Brown reported Q2 2026 revenue of $1.7 billion, up 30.4% y/y, but organic revenue fell 0.7% for the second straight quarter. Net income attributable was $288 million (+24.7%); diluted EPS was $0.84 (+7.7%). Adjusted EBITDAC was $598 million, with margin down to 35.7%. Costs rose from acquisitions and interest expense tied to the RSC Topco/Accession deal.

Brown & Brown, Inc. (NYSE:BRO) reported unaudited Q2 2026 results. Total revenues rose to $1.7 billion, up 30.4% year over year, while organic revenue fell 0.7%. Net income attributable to the company increased to $288 million, and diluted EPS was $0.84. For six months, revenues were $3.6 billion, up 33.0%.

Brown & Brown (NYSE:BRO) reported Q2 CY2026 revenue of $1.68 billion, up 30.4% year over year but below analysts’ $1.72 billion estimate. Non-GAAP EPS was $1.07, matching consensus. Adjusted EBITDA was $598 million versus $603.1 million expected. The article also notes analysts expect 12-month revenue growth of 5.9%.

BROWN & BROWN, INC. (BRO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 bro-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Brown & Brown, Inc. announces second quarter 2026 results, including total revenues of $1.7 billion, an increase of 30.4%; Organic Revenue decrease of 0.7%; growth of Organic Revenue with Contingents of 0.7%; diluted net incom