个人背景 - 克罗地亚裔美国媒体人 目前担任Investingcom和Seeking Alpha金融媒体平台分析师 自2023年以来粉丝增长超过1000人 [1] - 以"The Analyst"笔名撰写市场评论和观点 覆盖超过200家跨行业公司 重点关注股息股票领域 [1] - 曾在IT行业担任分析师 并任职于美国前十金融机构的IT团队 [1] - 毕业于德鲁大学获得文学学士学位 后续完成企业金融学院和Coursera在线课程进修 [1] 职业发展 - 计划2025年在亚马逊推出新书 阐述其作为"The Analyst"的股票评级方法论 [1] - 以个人品牌Albert Anthony & Co开展业务 该商号注册于美国德克萨斯州特拉维斯县奥斯汀市 [1] 内容覆盖 - 主要提供基于公开数据的市场评论 不涉及个性化财务咨询或金融产品销售 [1] - 评级股票时除非特别披露 否则不持有相关标的实质性头寸 [1]

公司股价表现 - Brown & Brown股价在过去一个月上涨3.8%，但表现逊于标普500指数[1] - 市场关注其下一份财报发布前趋势是否延续或回调[1] 盈利预测调整 - 过去一个月盈利预测呈下行趋势[2] - 修正幅度表明市场预期下移，Zacks评级为3（持有）[4] 投资评分表现 - 公司成长评分为D，动量评分和价值评分均为F[3] - 综合VGM评分为F，处于投资策略最低分位[3] 同业公司对比 - 同业公司Marsh & McLennan同期股价上涨4.3%[5] - 该公司最新季度营收70.6亿美元，同比增长9.1%，每股收益3.06美元（上年同期2.89美元）[5] - 当前季度预期每股收益2.66美元，同比增长10.4%，但30天内共识预期下调0.4%[6] - Marsh & McLennan同样获Zacks 3评级，VGM评分亦为F[6]

奖项与认可 - Vertafore授予Brown & Brown 2025年Agency Impact Leader Award 以表彰其在保险行业未来发展中树立标杆的领导力和规模化决策 [1] - 该奖项肯定了公司在推动行业变革和客户服务提升方面的卓越影响力 [1][3] 公司概况 - Brown & Brown是排名前十的保险经纪公司 成立于1939年 在全球拥有500多个办公地点和超过17,000名员工 [2][4] - 公司以客户为中心的风险管理解决方案著称 并致力于为整个保险生态系统创造价值 [2][4] 技术创新 - 公司利用AMS360平台创建了集中化服务中心和专业实践 改变了团队运营方式并提升了客户服务质量 [3] - 通过与Vertafore的深度合作 公司帮助塑造了AMS360的未来发展 以满足现代保险机构不断变化的需求 [3] 行业影响 - Vertafore CEO称赞Brown & Brown作为领先独立机构 为客户提供可扩展的创新战略 [4] - 公司与行业伙伴的合作正在塑造保险业的未来发展方向 [4] 合作伙伴 - Vertafore是北美领先的保险科技公司 致力于简化和自动化保险生命周期流程 [5] - 公司为独立代理商 MGA和保险公司提供行业最全面的分销管理平台 [5]

DAYTONA BEACH, Fla., May 08, 2025 (GLOBE NEWSWIRE) -- J. Scott Penny, chief acquisitions officer of Brown & Brown, Inc. (NYSE:BRO), and Timothy Parkman, owner of Tim Parkman, Inc. (“TPI”), today announced that a Bridge Specialty Group company and subsidiary of Brown & Brown, Inc. has acquired the assets of TPI. Established in 2002, TPI is a full-service wholesale insurance brokerage located in Clinton, Mississippi. TPI was founded with a mission to provide all customers with consistently superior service wh ...

Brown & Brown (BRO) Q1 2025 Earnings Call April 29, 2025 01:19 PM ET Speaker0 Good morning, and welcome to the Brown and Brown Inc. First Quarter Earnings Conference Call. Today's call is being recorded. Please note that certain information discussed during this call, including information contained in the slide presentation posted in connection with this call and including answers given in response to your question may relate to future results or end events or otherwise before looking in nature. Such state ...

Brown & Brown (BRO) Q1 2025 Earnings Call April 29, 2025 08:00 AM ET Company Participants Powell Brown - President & CEOAndrew Watts - EVP, CFO & TreasurerGregory Peters - Managing Director - Equity ResearchMeyer Shields - Managing DirectorCharlie Rodgers - Equity Research AssociateBrian Meredith - Managing DirectorElyse Greenspan - Managing Director Conference Call Participants Mark Hughes - AnalystMichael Zaremski - Managing Director & Senior Equity Research AnalystJoshua Shanker - Managing Director & Equ ...

First Quarter 2025 Results April 28, 2025 Information Regarding Non-GAAP Measures This presentation contains references to "non-GAAP financial measures" as defined in SEC Regulation G, consisting of Organic Revenue, EBITDAC, EBITDAC Margin, EBITDAC - Adjusted, EBITDAC Margin - Adjusted, Income Before Income Taxes - Adjusted, Income Before Income Taxes Margin - Adjusted, Net Income Attributable To The Company - Adjusted and Diluted Net Income Per Share - Adjusted. We present these measures because we believe ...

文章核心观点 2025年第一季度Brown & Brown及其他几家保险公司业绩有不同表现，各公司在营收、利润、费用等方面呈现出增长或下降态势，且部分指标与Zacks共识预期有差异 [1][7][9][11] Brown & Brown公司情况 Q1业绩详情 - 调整后每股收益1.29美元，低于Zacks共识预期0.7%，同比增长13.2% [1] - 总营收14亿美元，超Zacks共识预期0.1%，同比增长11.6%，佣金和费用增长12%至130万美元，与Zacks共识预期相符 [1] - 有机营收增长6.5%至12亿美元 [2] - 投资及其他收入同比下降9.5%至1900万美元 [3] - 调整后EBITDAC为5.35亿美元，同比增长14.8%，EBITDAC利润率从37%升至38.1% [3] - 总费用增长9.3%至9.77亿美元，因员工薪酬福利、其他运营费用和摊销增加 [3] 财务更新 - 2025年第一季度末现金及现金等价物6.69亿美元，较2024年末下降0.8% [4] - 截至2025年3月31日长期债务37.3亿美元，较2024年末增长3.7% [4] - 2025年第一季度经营活动提供的净现金2.13亿美元，同比激增16倍 [4] 股息更新 - 董事会批准每股0.15美元的季度现金股息，将于2025年5月21日支付给5月12日登记在册的股东 [5] Zacks评级 - 目前Zacks评级为3（持有） [6] 其他保险公司情况 Willis Towers Watson - 2025年第一季度调整后每股收益3.13美元，低于Zacks共识预期2.1%，同比持平 [7] - 调整后综合营收22亿美元，报告基础上同比下降5%，有机基础上增长5%，固定汇率基础上下降4%，低于Zacks共识预期3.9% [7] - 服务总成本同比下降13%至18亿美元，低于预期的20亿美元 [8] - 调整后营业利润4.8亿美元，同比下降1%，调整后营业利润率扩大100个基点至21.6% [8] Marsh & McLennan Companies - 2025年第一季度调整后每股收益3.06美元，超Zacks共识预期1.3%，同比增长5% [9] - 综合营收71亿美元，同比增长9%，基础基础上增长4%，低于共识预期0.1% [9] - 总运营费用同比增长11.2%至51亿美元，高于模型预期的48亿美元 [9] - 风险与保险服务部门费用同比增长16.3%，咨询部门费用同比增长4.3% [10] - 调整后营业利润同比增长8%至22亿美元，略低于预期的23亿美元 [10] Selective Insurance Group - 2025年第一季度运营收入每股1.76美元，低于Zacks共识预期6.8%，同比增长32.3% [11] - 总营收13亿美元，同比增长10%，低于Zacks共识预期0.9% [11] - 净保费收入同比增长7%至12亿美元，平均续保纯价格同比扩大220个基点至10.3%，与预期相符 [12] - 净投资收入同比增长12%至9560万美元 [12] - 税后净承保收入3610万美元，同比翻倍以上，净巨灾损失4340万美元，窄于去年同期的5520万美元 [12]

Brown & Brown (BRO) reported $1.4 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 11.6%. EPS of $1.29 for the same period compares to $1.14 a year ago.The reported revenue represents a surprise of +0.14% over the Zacks Consensus Estimate of $1.4 billion. With the consensus EPS estimate being $1.30, the EPS surprise was -0.77%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

Brown & Brown (BRO) came out with quarterly earnings of $1.29 per share, missing the Zacks Consensus Estimate of $1.30 per share. This compares to earnings of $1.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.77%. A quarter ago, it was expected that this insurance company would post earnings of $0.75 per share when it actually produced earnings of $0.86, delivering a surprise of 14.67%.Over the last four quarters, the c ...