BRO

Brown & Brown (BRO) is projected to report Q3 2026 revenues of $1.76 billion (up 9.8%) and EPS of $1.08 (up 2.9%) on October 26. The company has a positive Earnings ESP of +1.62% and Zacks Rank #3, signaling potential for an earnings beat. Growth drivers include acquisitions, new business, and higher commissions, though rising expenses may provide headwinds.

Brown & Brown, Inc. (NYSE: BRO) announced a regular quarterly cash dividend of $0.18 per share, representing a 9% increase from the previous $0.165 per share. This marks the company's 33rd consecutive annual dividend increase, payable on November 11, 2026. The insurance brokerage firm also announced it was named one of the 2026 Healthiest 100 Workplaces in America, ranking No. 25 nationally.

Wall Street analysts forecast Brown & Brown will report Q3 earnings of $1.08 per share, representing a 2.9% year-over-year increase, with revenues expected at $1.76 billion, up 9.8% from the prior year. The consensus EPS estimate has been slightly revised downward by 0.1% in the past 30 days.

Key revenue segments show mixed performance, with commissions and fees growing 12.6% but investment and other income declining 58% year-over-year. The stock has gained 13.6% over the past month and carries a Zacks Rank #3 (Hold) rating.

Aon is expected to report Q3 2026 earnings of $3.34 per share with 2% revenue growth, but faces headwinds with a negative Earnings ESP of -0.80% and Zacks Rank #4, making an earnings beat unlikely. In contrast, peer Brown & Brown shows stronger prospects with a positive Earnings ESP of +1.62% and Zacks Rank #3, suggesting it is more likely to beat consensus estimates.

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ServiceNow faces software competition but benefits from AI adoption and enterprise digitization. 3M outperforms its industry with strong Safety and Industrial momentum, though consumer discretionary weakness persists. Additional coverage includes Otis, Brown & Brown, Ensign Group, Glaukos, Domino's, CarMax, Par Pacific, MP Materials, and Lennar.

Brown & Brown (BRO) is expected to report Q3 2026 earnings on October 26 with consensus EPS of $1.08 (+2.9% YoY) and revenues of $1.76 billion (+9.9% YoY). The company has a positive Earnings ESP of +1.62% with a Zacks Rank #3 (Hold), suggesting a likely earnings beat. Historically, BRO has beaten consensus estimates in 3 of the last 4 quarters.

Willis Towers Watson (WTW) achieved 5% organic revenue growth in Q2 2026, driven by its Risk & Broking segment (7% growth) and specialization strategy. The company maintains mid-single-digit growth guidance for 2026, though sustaining this pace depends on continued new business wins and offsetting softer insurance pricing. Peers Brown & Brown faced headwinds with declining organic growth, while Arthur J. Gallagher demonstrated stronger positioning with 6% organic growth expectations.

Willis Towers Watson (WTW) reported solid Q2 organic growth across all segments, with R&B at 7%, HWC at 4%, and Insurance Consulting and Technology at 6%. The company's Propel AI initiative targets $400 million in annualized savings by 2028, supporting its 30% operating margin goal.

Trading at a discount to industry peers with a forward P/E of 13.47X, WTW shows strong fundamentals including 66% year-over-year free cash flow growth and planned $1 billion in share repurchases. Analysts project 15.9% EPS growth for 2026 with an average price target suggesting 25.7% upside.

Willis Towers Watson (WTW) is expanding AI-driven insurance technology capabilities through platforms like RiskIQ Nexus and Radar AI Assistant to improve risk management and underwriting. The company's Propel AI program targets $400 million in annualized savings by 2028, with $350 million retained after reinvestment.

WTW aims for a 30% adjusted operating margin by 2028, though implementation costs and adoption risks remain concerns. The stock trades at a lower P/E multiple than peers and carries a Zacks Rank #3 (Hold) rating.