Brown & Brown (BRO) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Core Viewpoint - Brown & Brown (BRO) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for October 27, and if the reported figures exceed expectations, the stock may experience an upward movement; conversely, missing expectations could lead to a decline [2]. - The consensus estimate for quarterly earnings is $0.90 per share, reflecting a year-over-year decrease of 1.1%, while revenues are projected to reach $1.51 billion, marking a 27% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.34%, indicating a reassessment by analysts regarding the company's earnings outlook [4]. - The Most Accurate Estimate for Brown & Brown is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.30%, suggesting a bullish sentiment among analysts [12]. Earnings Surprise History - In the last reported quarter, Brown & Brown was expected to post earnings of $0.99 per share but exceeded this with actual earnings of $1.03, achieving a surprise of +4.04% [13]. - The company has beaten consensus EPS estimates in three out of the last four quarters, indicating a strong track record of positive surprises [14]. Investment Considerations - While a potential earnings beat may influence stock movement, other factors can also affect investor sentiment, leading to stock price changes regardless of earnings performance [15]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 suggests that Brown & Brown is a compelling candidate for an earnings beat, although investors should consider additional factors before making investment decisions [10][12][17].