BROWN & BROWN, INC. (BRO) Form 10-Q — Oct 26, 2026
Brown & Brown filed its Q3 2026 10-Q showing total revenues of $1,725 million, up 7.4% year over year, with net income of $240 million and diluted EPS of $0.67 versus $0.68 a year ago. Growth was driven almost entirely by acquisitions, including integration of the August 2025 Accession (RSC Topco) deal, with organic revenue growth of just 1.2% and adjusted EBITDAC margin compressing to 34.6% from 36.6%. The company returned significant capital during the quarter, repurchasing 3,630,098 shares for $250 million and paying a $0.165 per-share dividend, while the board approved a dividend increase to $0.18 per share effective November 11, 2026.
Key figures
- Eps
- 0.67
- Revenue
- 1725
- Net Income
- 240
- Revenue Yoy
- 7.4%
- Total Assets
- 29448
- Cash Position
- 1099
- Shares Outstanding
- 331691829
- Goodwill
- 15188
- Escrow liability
- 541
- Nine month revenue
- 5302
- Contingents growth 9m
- 62.7%
- Effective tax rate q3
- 24.7% vs 26.4%
- Nine month net income
- 954
- Nine month diluted eps
- 2.57
- Q3 treasury repurchases
- 3,630,098 shares for $250 million
- Organic revenue growth q3
- 1.2%
- Ebitdac margin adjusted q3
- 34.6% vs 36.6% prior year
- Acquisition earnout payables
- 326
- Quarterly dividend per share
- $0.165 paid in Q3; $0.18 approved October 21, 2026
- Core commissions fees growth q3
- 9.7%
- Share repurchase capacity remaining
- approximately $650 million
- Organic revenue with contingents growth q3
- 1.5%
AI analysis
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