NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Brown & Brown, Inc. (“Brown & Brown” or the “Company”) (NYSE: BRO).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Brown & Brown and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On J ...

Group 1 - Edelson Lechtzin LLP is investigating Brown & Brown, Inc. for potential violations of federal securities laws due to allegations of misleading business information [1] - Brown & Brown reported a 2.8% decline in organic revenue for Q4 2025, attributed to reduced flood claims processing activity [1] - The company experienced a loss of approximately $23 million in annual revenue due to 275 former employees leaving for a competitor, which impacted its stock price, causing a drop of $5.50 per share or 6.91% [1]

Core Insights - Brown & Brown, Inc. has acquired the assets of American Adventure Insurance, enhancing its Dealer Services division [1][2] Company Overview - Brown & Brown, Inc. is a leading insurance brokerage firm established in 1939, with over 700 locations and a workforce of more than 23,000 professionals [3] - American Adventure specializes in dealership insurance solutions for various vehicles, including motor homes, boats, and motorcycles, and offers F&I products to automotive dealers [2] Leadership and Integration - Paul Bender, owner of American Adventure, will lead the integration of his team into Brown & Brown Dealer Services, reporting to Mike Neal, president of BBDS [2][3] - The acquisition aims to expand BBDS's capabilities and provide innovative solutions for dealers across the country [3] Strategic Importance - The acquisition is expected to leverage American Adventure's network of over 1,500 dealerships, combined with Brown & Brown's extensive product offerings, to create a scalable platform for growth [3]

Core Viewpoint - Brown & Brown, Inc. has appointed Dorothea Henderson as Chief Information Technology Officer to enhance its technology strategy and digital capabilities [1][2]. Group 1: Appointment and Role - Dorothea Henderson will direct the company's enterprise technology strategy and oversee efforts to expand digital capabilities [1][2]. - Henderson will collaborate with segment and functional leaders to improve tools and processes, advance data and AI strategy, and strengthen system reliability and security [3]. Group 2: Leadership and Vision - Powell Brown, President and CEO, emphasized Henderson's strategic perspective and operational discipline, which are crucial for delivering modern solutions and enhancing customer experience [4]. - Henderson expressed excitement about joining Brown & Brown and the opportunity to advance digital capabilities to support long-term growth [4]. Group 3: Background and Experience - Henderson previously served as Senior Vice President and Chief Digital Information Officer at CareFirst BlueCross BlueShield, where she led enterprise IT and digital initiatives [4]. - She has 18 years of experience at Collins Aerospace, holding leadership roles in various technology domains [5]. - Henderson holds a bachelor's degree in finance and accounting from Penn State and is recognized as a 2025 Modern Healthcare Leading Women honoree [5].

Core Viewpoint - Pomerantz Law Firm is investigating potential securities fraud and unlawful business practices by Brown & Brown, Inc. following a decline in financial performance and employee turnover [1] Financial Performance - Brown & Brown reported a 2.8% decrease in organic revenue for Q4 2025, primarily due to a decline in flood claims processing revenue [1] - The company experienced a loss of $23 million in annual revenue as 275 former employees joined a competitor [1] Stock Market Reaction - Following the negative news, Brown & Brown's stock price fell by $5.50 per share, or 6.91%, closing at $74.12 per share on January 27, 2026 [1]

Core Insights - The 2026 Market Trends report by Brown & Brown, Inc. indicates that rate conditions in several insurance sectors are becoming more favorable for buyers who prepare for renewals and maintain strong claims performance [1][4] - The report highlights sectors and product lines where pricing is expected to remain high and underwriting standards will be more stringent [2] Group 1: Market Overview - The 2026 edition is the first report following Brown & Brown's acquisition of Risk Strategies, combining expertise to analyze commercial insurance, employee benefits, and personal insurance markets [3] - Overall market capacity has increased, but conditions vary significantly by segment, with heightened competition in commercial insurance creating opportunities for well-managed risks [4] Group 2: Sector-Specific Insights - Large-scale loss events, such as wildfires and cyber incidents, continue to impact underwriting decisions and pricing, particularly affecting industries like transportation and hospitality [4] - In the employee benefits sector, employers are focusing on cost management while maintaining coverage quality, leading to increased adoption of digital health tools [5] - Personal insurance markets are influenced by climate-related volatility and regulatory changes, with properties at risk of wildfires facing tighter requirements and sustained pricing pressure [6] Group 3: Practical Implications - The report aims to provide practical insights for businesses, employers, and individuals navigating insurance decisions in a complex environment [7] - Brown & Brown's national scale, international reach, and specialized expertise are positioned to support clients as market conditions evolve [7]

Core Viewpoint - Brown & Brown, Inc. has initiated an accelerated share repurchase program for $250 million as part of a larger $1.5 billion share repurchase authorization [1] Group 1: Share Repurchase Program - The company has entered into an accelerated share repurchase program (ASR) with Bank of America, N.A. for $250 million of its common stock [1] - This ASR is part of a board-approved share repurchase authorization totaling $1.5 billion, which was announced on October 22, 2025 [1] Group 2: Company Overview - Brown & Brown, Inc. is a leading insurance brokerage firm that has been providing comprehensive and customized insurance solutions since 1939 [2] - The company operates globally with over 700 locations and employs more than 23,000 professionals [2] - Brown & Brown is committed to delivering scalable and innovative strategies for its customers throughout their growth journey [2]

Financial Performance - Total commissions and fees for 2025 reached $5,763 million, a 22.5% increase from $4,705 million in 2024[18] - The Retail segment generated $3,386 million in commissions, accounting for 58.7% of total commissions in 2025, compared to 57.8% in 2024[18] - The Specialty Distribution segment reported $2,379 million in commissions, representing 41.3% of total commissions in 2025, up from 42.2% in 2024[18] - International operations generated $843 million in revenues for 2025, a 26.8% increase from $665 million in 2024[18] Business Operations - The company operates in 468 domestic locations across 47 states and 246 international locations[16] - The company has realigned its business segments from three to two, consolidating Programs and Wholesale Brokerage into a new Specialty Distribution segment[15] - The Specialty Distribution segment includes programs, wholesale brokerage, and specialty businesses, providing niche solutions for complex risks[23] Workforce and Culture - The Retail segment employed 14,531 employees as of December 31, 2025, supporting a broad range of insurance products and services[22] - As of December 31, 2025, the Specialty Distribution segment employed 7,905 employees across multiple countries including the United States, Belgium, and the United Kingdom[32] - In 2025, the company expanded its team by nearly 5,794 teammates through 43 acquisitions, indicating a strong growth strategy[47] - The company reported no widespread layoffs or pay cuts in 2025, demonstrating stability in its workforce amid external economic factors[48] - In 2025, 92% of teammates rated the company as a Great Place to Work®, marking the seventh consecutive year of certification[49] - The company has 13 Teammate Resource Groups (TRGs) aimed at promoting diversity and inclusion within the workforce[52] - In 2025, there were no work-related fatalities and only 39 injuries or occupational diseases reported, reflecting a commitment to workplace safety[61] - Over 60% of U.S. teammates participate in the Teammate Stock Purchase Plan (TSPP), fostering an ownership culture[44] - The company emphasizes holistic well-being, providing access to mental health resources and promoting a healthy work-life balance[55] - The company operates under a meritocracy, providing growth opportunities based on performance and initiative[42] Market and Investment Risks - The insurance intermediary business is highly competitive, with numerous firms competing based on innovation, service quality, and pricing[33] - As of December 31, 2025, the company had $632 million outstanding under the Second Amended and Restated Credit Agreement and the Loan Agreement tied to the Secured Overnight Financing Rate (SOFR) [328] - The fair value of the company's invested assets at December 31, 2025, approximated their carrying values due to their short-term duration, indicating minimal market risk [326] - The company does not actively invest or trade in equity securities and generally disposes of any equity securities received shortly after acquisitions [327] - An immediate hypothetical 10% change in interest rates would not have a material effect on the company's Consolidated Financial Statements [328] - The majority of the company's international operations do not have material transactions in currencies other than their functional currency, reducing exposure to transactional currency rate risk [329] - The company is subject to translation exchange rate risk due to operations in British pounds, Canadian dollars, and euros, but a 10% hypothetical change in foreign currency exchange rates would not materially affect the financial statements [329] - Market risk is defined as the potential loss from adverse changes in market rates and prices, including interest rates and foreign exchange rates [325] - The company’s investments include cash equivalents, marketable debt securities, and U.S. treasury securities, which are subject to interest rate risk [326] Strategic Growth - The acquisition of RSC Topco, Inc. is expected to enhance the company's growth strategy, although risks related to integration and financing exist[15] - The company has a history of strategic acquisitions, with J. Scott Penny serving as chief acquisitions officer since 2011 [73] - The company has been involved in business development strategies, product expansion, and acquisitions since Chris L. Walker joined in 2003 [74]

Core Insights - The 2026 Market Trends report by Brown & Brown indicates a shift in rate conditions favoring buyers who are well-prepared for the renewal process and have a positive claims history [1][2] - The report is the first since the acquisition of Risk Strategies, combining insights from both organizations to provide a comprehensive view of the insurance market [2][3] Group 1: Commercial Insurance - Increased competition among carriers is creating opportunities for businesses with strong risk management practices [3] - Large-scale loss events, such as wildfires and cyber incidents, continue to pose challenges [3] - Industries like transportation and hospitality, particularly in risk-prone areas, face unfavorable market dynamics in securing effective coverage [3] Group 2: Employee Benefits - There is a focus on controlling rising costs while maintaining benefit quality, leading to increased use of digital health tools [4] - Companies are balancing cost management with the need to attract and retain talented employees [4] Group 3: Personal Insurance - Climate volatility and regulatory changes necessitate stronger preparation and risk management [5] - While capacity is expanding in some areas, regions exposed to catastrophes face tighter requirements and sustained pricing pressure [5] Group 4: Overall Market Perspective - The Market Trends report provides valuable insights for businesses and employers navigating the complexities of today's insurance markets [6] - Brown & Brown leverages its extensive experience and global reach to offer enhanced knowledge and solutions [6]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in focus is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] - It owns nuclear energy infrastructure assets, placing it at the forefront of America's next-generation power strategy [7] Financial Position - The company is noted for being completely debt-free and having a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at less than 7 times earnings, indicating a potentially undervalued position in the market compared to its peers [10] Market Trends - The article discusses the broader trends of onshoring and tariffs, which are expected to drive demand for domestic energy infrastructure and manufacturing [5][14] - The influx of talent into the AI sector is anticipated to lead to rapid advancements and innovative ideas, further solidifying AI's role as a disruptive force in various industries [12] Conclusion - The company represents a unique investment opportunity that ties together the themes of AI, energy, and infrastructure, making it a compelling choice for investors looking to capitalize on the ongoing technological revolution [6][11]