Raymond JamesBrown & Brown

Raymond James vs Brown & Brown

Raymond James and Brown & Brown are presented here to help you understand how their business models, financial performance, and market context compare. This page examines strategy, client service mode...

Why It's Moving

Raymond James

Analysts Eye Strong Upside for RJF as Earnings Momentum Builds Toward 2026 Targets

  • Earnings surprise fueled optimism: $3.11 EPS crushed expectations, highlighting resilient revenue streams in a competitive wealth management landscape.
  • Analyst upgrades accelerate: Firms like JMP ($190 target, outperform), BMO ($182), and others raised targets, pointing to untapped growth potential.
  • FY2026 outlook brightens: EPS estimates climbed to $12.55, 7% above consensus, backed by rising cash sweeps, advisory expansion, and elevated investment banking fees.
Sentiment:
🐃Bullish
Brown & Brown

BRO Stock Forecast 2026: Why Analysts Target +28% Upside

  • Executive VP Stephen M. Boyd received 16,114 shares on February 26, including performance-based awards tied to met 2023 goals, highlighting sustained operational success.
  • Consensus from 13 analysts points to 'Buy' with notable upside potential, fueled by solid trailing metrics like $5.35B revenue and forward PE of 17.64.
  • Recent stock stabilization around $73 reflects resilience in the brokerage space, bolstered by prior Q3 2025 revenue surge of 35.4% signaling robust client retention.
Sentiment:
🐃Bullish

Investment Analysis

Pros

  • Raymond James Financial showed strong revenue growth of 9.62% in 2025, reaching $14.03 billion compared to $12.80 billion the prior year.
  • The company maintains solid profitability with net income of $2.13 billion and earnings per share of $10.30.
  • Upward revisions in EPS estimates for 2026 and 2027 by analysts reflect confidence in brokerage revenue, investment banking, and interest income growth.

Considerations

  • Higher expenses and a decline in asset management revenue slightly offset revenue gains, indicating operational cost pressures.
  • Analysts' price targets show modest upside with mixed sentiment as some maintain neutral Equalweight ratings, suggesting limited near-term share price momentum.
  • The company’s beta of 1.05 signals moderate stock volatility, reflecting sensitivity to market fluctuations that could affect returns.

Pros

  • Brown & Brown Inc. is a leading insurance brokerage with diversified revenue streams that provide resilience against sector cyclicality.
  • The company has demonstrated consistent acquisition-driven growth that expands its market share and geographic footprint.
  • Strong capital management and conservative leverage enhance Brown & Brown’s financial stability and liquidity position.

Considerations

  • Exposure to regulatory changes in the insurance industry poses ongoing compliance risks that could impact profitability.
  • Growth performance may face headwinds from increasing competition within the insurance brokerage sector.
  • Brown & Brown’s stock price shows moderate volatility, reflecting sensitivity to macroeconomic cycles affecting insurance demand.

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July 25, 2025

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Raymond James (RJF) Next Earnings Date

Raymond James Financial's next earnings date is April 22, 2026, covering the fiscal second quarter of 2026. This release is scheduled for approximately 4:15 p.m. ET, followed by a conference call at 5:00 p.m. ET. Investors should monitor for detailed financial results on that date.

Brown & Brown (BRO) Next Earnings Date

Brown & Brown (BRO) is estimated to report its next earnings on April 27, 2026, with the announcement window spanning April 23-28, 2026, based on historical patterns as no official date has been confirmed. This release will cover the Q1 2026 results. Investors should monitor for updates, as the prior Q4 2025 earnings were released on January 26, 2026.

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