Baldwin Insurance Group (BWIN)
NASDAQ:BWIN
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BWIN Stock Chart & Stats
$25.04
$0.17(0.47%)
At close: 4:00 PM EST
$25.04
$0.17(0.47%)
Day’s Range― - ―
52-Week Range$15.88 - $45.16
Previous CloseN/A
Volume71.06K
Average Volume (3M)829.71K
Market Cap
$2.80B
Enterprise Value$3.90B
Total Cash (Recent Filing)$146.41M
Total Debt (Recent Filing)$2.57B
Price to Earnings (P/E)161.8
Beta0.66
Next Earnings
Aug 11, 2026EPS Estimate
0.48Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.67
Shares Outstanding97,489,950
10 Day Avg. Volume895,905
30 Day Avg. Volume829,711
Financial Highlights & Ratios
PEG Ratio-1.71
Price to Book (P/B)2.72
Price to Sales (P/S)1.08
P/FCF Ratio-23.68
Enterprise Value/Market Cap1.39
Enterprise Value/Revenue2.41
Enterprise Value/Gross Profit13.92
Enterprise Value/Ebitda57.77
Forecast
1Y Price Target
$30.00Price Target Upside19.81% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)2.01
Revenue Forecast (FY)$2.01B
Bulls Say, Bears Say
Bulls Say
AcquisitionsRecent acquisitions meaningfully supported revenue guidance, showing that deal activity is contributing to growth and expanding the company's market footprint.
EarningsAdjusted profit measures came in stronger than analysts anticipated, indicating resilient core operations and supporting confidence in the company's earnings power.
ValuationThe stock trades at a discount to slower-growth peers and an analyst upgrade argues the valuation does not reflect the company's growth outlook, indicating potential for a valuation re-rating.
Bears Say
Capital AllocationManagement plans to prioritize share buybacks over paying down debt or pursuing additional acquisitions, which could keep financial flexibility limited and maintain higher leverage.
Leverage And Valuation RiskElevated debt leverage coupled with headwinds to organic revenue growth justifies a below-peer valuation and increases downside risk to the investment case.
Organic GrowthOrganic growth weakened across commercial and personal insurance segments, causing revenue to fall short of analyst expectations and signaling pressure on underlying top-line momentum.
Baldwin Insurance Group News
BWIN FAQ
What was Baldwin Insurance Group’s price range in the past 12 months?
Baldwin Insurance Group lowest stock price was $15.88 and its highest was $45.16 in the past 12 months.
What is Baldwin Insurance Group’s market cap?
Baldwin Insurance Group’s market cap is $2.80B.
When is Baldwin Insurance Group’s upcoming earnings report date?
Baldwin Insurance Group’s upcoming earnings report date is Aug 11, 2026 which is in 77 days.
How were Baldwin Insurance Group’s earnings last quarter?
Baldwin Insurance Group released its earnings results on May 04, 2026. The company reported $0.63 earnings per share for the quarter, beating the consensus estimate of $0.629 by $0.001.
Is Baldwin Insurance Group overvalued?
According to Wall Street analysts Baldwin Insurance Group’s price is currently Undervalued.
Does Baldwin Insurance Group pay dividends?
Baldwin Insurance Group does not currently pay dividends.
What is Baldwin Insurance Group’s EPS estimate?
Baldwin Insurance Group’s EPS estimate is 0.48.
How many shares outstanding does Baldwin Insurance Group have?
Baldwin Insurance Group has 97,489,950 shares outstanding.
What happened to Baldwin Insurance Group’s price movement after its last earnings report?
Baldwin Insurance Group reported an EPS of $0.63 in its last earnings report, beating expectations of $0.629. Following the earnings report the stock price went down -3.186%.
Which hedge fund is a major shareholder of Baldwin Insurance Group?
Currently, no hedge funds are holding shares in BWIN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Baldwin Insurance Group Stock Smart Score
Underperform
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Analyst Consensus
Moderate Buy
Average Price Target:
$30.00 (19.81% Upside)
$30.00 (19.81% Upside)
Blogger Sentiment
Bullish
BWIN Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 968.4K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $6.1M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-58.16%
12-Months-Change
Fundamentals
Return on Equity
-6.45%
Trailing 12-Months
Asset Growth
67.46%
Trailing 12-Months
Company Description
Baldwin Insurance Group
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
BWIN Company Deck
BWIN Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a mix of meaningful operational and financial positives — including strong adjusted EBITDA growth (+21%), rapid synergy capture at CAC (~$34M realized), robust specialty business growth (Juniper Re +90%, multifamily +10%), and promising AI-driven productivity gains — alongside near-term headwinds: modest reported organic revenue (2%), MIS softness, a sharp decline in E&S homeowners (~30% in Q1), margin compression (~170 bps), a Q1 working capital cash drag, and elevated leverage (~4.3x). Management emphasized that many headwinds are transitory (QBE builder transition lapped May 1, Medicare disruption expected to abate next quarter, IAS accounting procedural items normalize), reaffirmed guidance, and highlighted momentum from partnerships and Catalyst/AI initiatives. Overall the balance of positive execution items and forward-looking operational levers modestly outweighs the short-term challenges.View all BWIN earnings summariesBWIN Stock 12 Month Forecast
Average Price Target
$30.00
▲(19.81% Upside)
Technical Analysis
CorVel
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Crawford & Company A
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Crawford & Company B
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SelectQuote
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TWFG, Inc. Class A
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Ownership Overview
27.71% Insiders
47.84% Mutual Funds
4.35% Other Institutional Investors
7.37% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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