Signal Breakdown
8 verified publisher articles from recent coverage.
Limited TV coverage this week.
Limited video coverage this week.
GDELT tone + context across verified sources.
What’s Driving Sentiment
Bullish Signals
- Revenue grew year-over-year to about $1.7 billion, indicating continued top-line expansion.
- One report shows Q3 GAAP EPS of $1.07, beating estimates by $0.28.
- The company reported third-quarter profit of $240 million, demonstrating positive net income for the period.
Risk Factors
- Multiple reports said Q3 revenue missed Wall Street expectations by roughly $60 million.
- Several outlets characterized the results as a negative earnings surprise and signaled weaker-than-expected performance.
- Shares fell about 1.52% after hours following the results, suggesting investor disappointment.
Evidence
- 2026-10-26Source: TIINGO
Summary: Brown & Brown’s Q3 2026 revenue rose 7.4% YoY to $1.73B but missed Wall Street revenue expectations, a negative earnings surprise for the insurance brokerage.
Bearish - 2026-10-26Source: TIINGO
Summary: Brown & Brown reported Q3 results that missed both earnings and revenue estimates, signaling weaker-than-expected performance and likely short-term negative pressure on the stock.
Bearish - 2026-10-26Source: TIINGO
Summary: Brown & Brown reported third-quarter profit of $240 million, or $0.67 per share, from its Daytona Beach, Florida operations.
Neutral - 2026-10-26Source: TIINGO
Summary: Brown & Brown (BRO) filed its Q3 2026 Form 10-Q reporting 331.7 million shares outstanding; no additional financial details were provided in the brief notice.
Neutral - 2026-10-26Source: TIINGO
Summary: Q3 GAAP EPS $1.07, beat by $0.28; revenue $1.7B (+5.6% Y/Y) missed by about $60M; shares down ~1.52% after-hours.
Neutral - 2026-10-26Source: TIINGO
Summary: Q3 2026 results: Brown & Brown (BRO) reported total revenues of $1.7B (+7.4%), organic revenue +1.2% (with contingents +1.5%), diluted EPS $0.67 and adjusted diluted EPS $1.07.
Bullish - 2026-10-25Source: TIINGO
Summary: Brown & Brown (NYSE: BRO) will report Q3 results Monday after market close; investors should monitor revenue, organic growth momentum, underwriting margins, guidance, and acquisition-related activity for implications on earnings and outlook.
Neutral - 2026-10-24Source: TIINGO
Summary: MarketBeat reports 21 analysts cover Brown & Brown (BRO) with an average recommendation of 'Hold' (1 Sell, 12 Hold, 7 Buy, 1 other) and an average price target of $76.00.
Neutral
Showing 8 of 8 verified news articles
- No current evidence is available for this source.
No current verified Archive TV segments
- No current evidence is available for this source.
No verified video evidence in the current 7-day window
Formula & Methodology
- News
- GDELT discovers coverage; only publisher passages that directly name the company qualify as news evidence.
- TV
- Internet Archive TV captions are retained only with a match-centered quote that directly names the company.
- Video
- Recent Bullish Gator videos tagged to the company; the item summary and publisher label feed the judge.
- Holistic AI judge
- A single Azure OpenAI call reads the news, television, and video evidence together and returns the rating, a 0–100 composite, and a short rationale. Thresholds are enum-only: 65+ Bullish, 35 or lower Bearish, Neutral in between.
Data Source
News evidence comes from the GDELT Global Knowledge Graph (via BigQuery); TV evidence from the Internet Archive TV News Archive; video evidence from recent Bullish Gator video coverage. Azure OpenAI filters per-article relevance and serves as the holistic AI judge that produces the composite rating. Portions use data from The GDELT Project under open data terms. This page is informational analysis, not investment advice. See Financial Disclaimer.