Brown & Brown, Inc. BRO is expected to register an improvement in both top and bottom lines when it reports second-quarter 2026 results on July 27, after the closing bell.
The Zacks Consensus Estimate for BRO’s second-quarter revenues is pegged at $1.72 billion, indicating 34% growth from the year-ago reported figure.
The consensus estimate for the bottom line is pegged at $1.08 per share. The Zacks Consensus Estimate for BRO’s second-quarter earnings has moved south by 0.9% in the past 30 days. The estimate suggests a year-over-year increase of 4.8%.
What the Zacks Model Unveils for BRO
Our proven model predicts an earnings beat for Brown & Brown this time. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat.
Earnings ESP: Brown & Brown has an Earnings ESP of +0.31% at present. This is because the Most Accurate Estimate of $1.09 is pegged higher than the Zacks Consensus Estimate of $1.08. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Brown & Brown, Inc. Price and EPS Surprise
Brown & Brown, Inc. price-eps-surprise | Brown & Brown, Inc. Quote
Zacks Rank: Brown & Brown currently carries a Zacks Rank #3.
Factors Likely to Shape Q2 Results of BRO
Core commissions and fees are likely to have benefited from net new and renewal business, acquisitions and an increase from the impact of Foreign Currency Translation.
Profit-sharing contingent commissions are likely to have increased owing to improved underwriting results, increased premium volume and the qualification for certain profit-sharing contingent commissions that did not qualify in the prior year and recent acquisitions.
Net investment income is expected to have benefited from interest income earned from the proceeds of the company’s follow-on common stock offering. The Zacks Consensus Estimate is pegged at $24.7 million.
Net new business written during the preceding 12 months and growth on renewals of existing customers are likely to have aided organic revenues in the Retail segment.
Net new business and exposure unit increases are expected to have aided organic revenues in the Wholesale Brokerage segment.
Expenses are expected to have increased because of higher employee compensation and benefits, other operating expenses, amortization, depreciation and interest expenses.
Other Stocks to Consider
Here are three other insurance stocks that you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat:
Cincinnati Financial Corporation CINF has an Earnings ESP of +7.22% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $1.82, indicating a year-over-year decrease of 7.6%. You can see the complete list of today’s Zacks #1 Rank stocks here.
CINF’s earnings beat estimates in each of the last four reported quarters.
The Allstate Corporation ALL has an Earnings ESP of +2.59% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $5.61, indicating a year-over-year decrease of 5.5%.
ALL’s earnings beat estimates in each of the last four reported quarters.
Axis Capital Holdings Limited AXS has an Earnings ESP of +3.82% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.23, indicating a year-over-year decrease of 1.8%.
AXS’ earnings beat estimates in each of the last four reported quarters.
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Brown & Brown, Inc. (BRO): Free Stock Analysis Report
Cincinnati Financial Corporation (CINF): Free Stock Analysis Report
The Allstate Corporation (ALL): Free Stock Analysis Report
Axis Capital Holdings Limited (AXS): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).