Hyperion Capital Advisors LP Acquires New Position in Brown & Brown, Inc. $BRO

Posted by Brenda Bartman on Aug 25th, 2026

Hyperion Capital Advisors LP acquired a new position in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 8,900 shares of the financial services provider’s stock, valued at approximately $571,000.

A number of other institutional investors also recently bought and sold shares of the company. Darwin Wealth Management LLC acquired a new position in Brown & Brown in the 2nd quarter valued at about $30,000. Basepoint Wealth LLC purchased a new stake in shares of Brown & Brown in the 4th quarter valued at approximately $27,000. Union Bancaire Privee UBP SA acquired a new stake in shares of Brown & Brown during the 1st quarter worth approximately $25,000. DV Equities LLC acquired a new stake in shares of Brown & Brown during the 4th quarter worth approximately $33,000. Finally, Allied Private Wealth LLC purchased a new stake in shares of Brown & Brown during the 2nd quarter valued at approximately $35,000. 71.01% of the stock is owned by hedge funds and other institutional investors.

Brown & Brown Trading Up 2.4%

Shares of NYSE BRO opened at $74.64 on Tuesday. The company has a current ratio of 2.11, a quick ratio of 2.11 and a debt-to-equity ratio of 0.58. The stock has a market capitalization of $24.97 billion, a PE ratio of 23.55, a PEG ratio of 3.63 and a beta of 0.59. Brown & Brown, Inc. has a twelve month low of $53.81 and a twelve month high of $97.73. The stock has a fifty day simple moving average of $67.97 and a 200-day simple moving average of $65.77.

Brown & Brown (NYSE:BRO – Get Free Report) last posted its earnings results on Monday, July 27th. The financial services provider reported $1.07 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.08 by ($0.01). Brown & Brown had a return on equity of 13.17% and a net margin of 17.75%.The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.71 billion. During the same period in the previous year, the company posted $1.03 EPS. Brown & Brown’s revenue was up 30.4% on a year-over-year basis. On average, equities analysts forecast that Brown & Brown, Inc. will post 4.5 earnings per share for the current year.

Brown & Brown Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Wednesday, August 12th were paid a dividend of $0.165 per share. The ex-dividend date was Wednesday, August 12th. This represents a $0.66 dividend on an annualized basis and a yield of 0.9%. Brown & Brown’s dividend payout ratio is 20.82%.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Keefe, Bruyette & Woods upped their price objective on Brown & Brown from $72.00 to $74.00 and gave the company a “market perform” rating in a report on Wednesday, July 8th. Weiss Ratings raised Brown & Brown from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, August 19th. Morgan Stanley restated an “underweight” rating and issued a $60.00 target price (up from $56.00) on shares of Brown & Brown in a research report on Wednesday, August 19th. UBS Group reaffirmed a “neutral” rating and issued a $73.00 price target (up from $65.00) on shares of Brown & Brown in a research note on Wednesday, July 8th. Finally, Barclays increased their price target on Brown & Brown from $72.00 to $76.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Four equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $76.80.

View Our Latest Stock Report on BRO

Brown & Brown Company Profile

(Free Report)

Brown & Brown, Inc (NYSE: BRO) is a professional insurance brokerage and risk advisory firm that provides a broad range of property and casualty, employee benefits, personal risk, and specialty insurance products. The company works with commercial, public sector and individual clients to design and place insurance programs, manage claims and loss control, and deliver risk management consulting. Its services also include wholesale brokerage, program administration and other specialty distribution solutions that connect carriers and intermediaries to niche markets.

Brown & Brown operates through a decentralized model of operating units and subsidiaries, enabling local client service with the scale to access national and specialty markets.