financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Hold Opinion On Shares Of Brown & Brown, Inc.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Keeps Hold Opinion On Shares Of Brown & Brown, Inc.
Nov 3, 2025 8:28 AM

11:15 AM EST, 11/03/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our 12-month target price by $12 to $90, valuing BRO shares at 18x our newly initiated 2027 EPS estimate of $5.10 and at 20x our 2026 EPS estimate of $4.60 (upped today by $0.10). We also raise our 2025 EPS estimate by $0.11 to $4.25. BRO posted Q3 EPs of $1.05 versus $0.91, topping our $0.94 EPS estimate and the $0.93 consensus view, on an acquisition-driven 35% rise in Q3 revenues, partly offset by a significant margin contraction. Q3 EBIT margins contracted to 19.4% from 26.7% a year ago, while Q3 net margins were 14.1% from 19.7% a year ago. We attribute the recent weakness in the shares (which are down nearly 22% YTD through October 31, 2025) to this margin contraction, since we believe BRO's ability to maintain margins in excess of peer averages supported the shares' premium valuation to peers. We believe that margin contraction, coupled with BRO's Q3 organic revenue growth of 3.5% (below the peer average of around 5% to 8%), removes a catalyst fro the shares.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Keeps Hold Opinion On Shares Of The Kroger Co.
Research Alert: CFRA Keeps Hold Opinion On Shares Of The Kroger Co.
Jun 20, 2024
11:30 AM EDT, 06/20/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We cut our 12-month target by $4 to $55, 12.1x our FY 25 (Jan.) EPS of $4.55 (up a penny; FY 26 down $0.04 to $4.70) vs. the 14x long-term...
How to build wealth while renting
How to build wealth while renting
Jun 20, 2024
Owning a home is often cited as one of the best ways to accumulate wealth over time. But home prices, mortgage rates, taxes and other costs associated with owning a home have put homeownership out of reach for many Americans. In fact, 78 percent of U.S. adults who don't own a home, but would like to, cited affordability-related reasons as...
Research Alert: CFRA Maintains Hold Opinion On Shares Of Winnebago Industries, Inc.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Winnebago Industries, Inc.
Jun 20, 2024
08:40 AM EDT, 06/20/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We lower our 12-month price target by $10 to $50, based on a FY 25 (Aug.) P/E of 8x, a discount to WGO's 5-year mean forward P/E of 11.1x. We...
Research Alert: CFRA Lowers Opinion On Shares Of Kla Corporation To Hold From Buy
Research Alert: CFRA Lowers Opinion On Shares Of Kla Corporation To Hold From Buy
Jun 20, 2024
11:05 AM EDT, 06/20/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We lift our target by $72 to $850, 27x our CY 2025 EPS view ($31.48), near peers and above KLAC's three-year average (~18x), supported by positive AI commentary from semiconductor...
Copyright 2023-2025 - www.financetom.com All Rights Reserved