BRO
stock Financial Services Insurance BrokersOverall Mixed · 50%
- Fundamentals Strong
- Trajectory Steady
- Leadership Churning
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Bearish 0 of 5 trend signals bullishRSI 36 — soft momentum, not yet oversold.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $55.13
- -2.58%
- Close
- $55.13
- -2.58%
- Current
- $55.13
- Prev close
- $56.59
- Today
- 2.33M
- 3-mo avg
- 3.25M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 2785 days ago
- Next expected
- Jul 27in 6 days
Recent earnings dates
- Apr 27 85 days ago
- Jan 26 176 days ago
- Oct 27, 2025 267 days ago
- Aug 22, 2025 333 days ago
Past earnings dates come from BRO’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 51d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), BRO’s fundamentals read as strong overall.
At 18.0x, the price is a reasonable multiple of the company's annual profit.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 1.1% yield is modest: a small income on top of whatever the share price does.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 17.9% margin is strong; the company keeps a healthy slice of every revenue dollar.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 8.4% return on equity is respectable, in the normal range.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 3.5% return on assets is reasonable for a company of this kind.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
Not enough data to compute debt-to-equity.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
At 1.04, short-term assets cover short-term bills with a little room to spare.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 22.8% from the prior year: strong top-line expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income grew 6.1% from the prior year: steady profit expansion.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 51d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $3.1B | $3.6B | $4.3B | $4.8B | $5.9B |
| Net income | $587.1M | $672.0M | $871.0M | $993.0M | $1.1B |
| Diluted EPS | $2.07 | $2.37 | $3.05 | $3.46 | $3.16 |
| Dividend / share | $0.38 | $0.42 | $0.48 | $0.54 | $0.62 |
| Total assets | $9.8B | $14.0B | $14.9B | $17.6B | $30.0B |
| Total liabilities | — | — | — | — | — |
| Shareholder equity | $4.2B | $4.6B | $5.6B | $6.4B | $12.6B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.2B | $1.2B | $1.2B | $1.4B | $1.3B | $1.6B | $1.6B | $1.9B |
| Net income | $257.0M | $234.0M | $209.0M | $331.0M | $231.0M | $227.0M | $265.0M | $426.0M |
| Diluted EPS | $0.90 | $0.81 | $0.73 | $1.15 | $0.78 | $0.68 | $0.55 | $1.06 |
| Dividend / share | $0.13 | $0.13 | $0.15 | $0.15 | $0.15 | $0.15 | $0.17 | $0.17 |
Leadershipsynced from SEC 58d ago
- Brown J Powell President and CEO · Director
- Watts R. Andrew EVP, CFO and Treasurer
- Hearn Stephen Patrick EVP, COO, Pres Retail Segment
- Boyd Stephen M EVP/Pres Spec Dist Segment
- Brown P Barrett Executive Vice President
- Gallagher Paul M. VP, Controller & CAO
- Penny Jerome Scott EVP Chief Acquisitions Officer
- Turpin Julie EVP/Chief People Officer
- Walker Chris L EVP/Chair Spec Dist Segment
- Gellerstedt Lawrence L Iii Director
- Hoepner Theodore J Director
- Hunt James S Director
- Jennings Toni Director
- Johnson Joia M Director
- Krump Paul J Director
- Main Timothy R.m. Director
- Masojada Bronislaw Edmund Director
- Patel Jaymin B Director
- Proctor H Palmer Jr Director
- Reilly Wendell Director
- Savio Kathleen A. Director
Officers and board are drawn from BRO’s recent SEC ownership filings (Forms 3, 4 and 5).
Notable recent eventspast year
- May 7 Officer or director change reported in an 8-K
- May 1 New 6-month low (-30% off peak)
- Mar 19 New 6-month low (-31% off peak)
- Mar 4 Officer or director change reported in an 8-K
- Feb 9 −6.9% one-day move
- Jan 27 New 6-month low (-28% off peak)
- Jan 27 −6.9% one-day move
- Oct 28, 2025 New 6-month low (-27% off peak)
- Oct 28, 2025 −6.1% one-day move
- Oct 20, 2025 Officer or director change reported in an 8-K
- Oct 16, 2025 −7.0% one-day move
- Sep 15, 2025 New 6-month low (-27% off peak)
- Aug 15, 2025 Officer or director change reported in an 8-K
- Jul 29, 2025 −10.4% one-day move
- Jul 21, 2025 New 6-month low (-18% off peak)
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $0.61
- 2026 so far
- $0.332 payments
- 2026 projected
- $0.66+7.3% vs 2025
Projection scales BRO’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- May 11 $0.17
- Feb 4 $0.17
- Nov 5, 2025 $0.17
- Aug 13, 2025 $0.15
- May 12, 2025 $0.15
- Feb 5, 2025 $0.15
- Nov 6, 2024 $0.15
- Aug 7, 2024 $0.13
- May 3, 2024 $0.13
- Feb 1, 2024 $0.13
- Oct 31, 2023 $0.13
- Aug 8, 2023 $0.12
- May 5, 2023 $0.12
- Feb 2, 2023 $0.12
- Nov 1, 2022 $0.12
- Aug 9, 2022 $0.10
- May 6, 2022 $0.10
- Feb 3, 2022 $0.10
- Nov 2, 2021 $0.10
- Aug 10, 2021 $0.09
Recent SEC filingssynced from SEC 51d ago
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 8-K Current report
- 8-K Current report
- 10-K Annual report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K/A Current report (amended)
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report