Baldwin Insurance Group (BWIN) Projected to Post Quarterly Earnings on Tuesday

Key Points

• Baldwin Insurance Group (BWIN) is set to announce its Q2 2025 earnings after market close on August 5th, with analysts predicting earnings of $0.42 per share and revenue of $375.38 million.
• The company's stock has been trading down 2.0% and has a current market cap of $4.72 billion, with its shares opening at $39.83.
• Insider trading activity shows that CEO Trevor Baldwin sold 117,000 shares recently at an average price of $39.83, significantly reducing his ownership stake by 80.87%.

Baldwin Insurance Group (NASDAQ:BWIN - Get Free Report) is anticipated to announce its Q2 2025 earnings results after the market closes on Tuesday, August 5th. Analysts expect the company to announce earnings of $0.42 per share and revenue of $375.38 million for the quarter.

Baldwin Insurance Group Trading Down 4.2%

BWIN traded down $1.53 during trading on Friday, reaching $35.31. The company had a trading volume of 748,592 shares, compared to its average volume of 618,599. The company has a market cap of $4.18 billion, a price-to-earnings ratio of -67.90, a PEG ratio of 1.43 and a beta of 1.64. Baldwin Insurance Group has a 12-month low of $34.22 and a 12-month high of $55.82. The company has a debt-to-equity ratio of 1.43, a quick ratio of 1.13 and a current ratio of 1.13. The firm's 50-day simple moving average is $40.00 and its 200 day simple moving average is $40.79.

Analysts Set New Price Targets

BWIN has been the subject of several recent analyst reports. Jefferies Financial Group upped their price target on Baldwin Insurance Group from $41.00 to $42.00 and gave the stock a "hold" rating in a research note on Friday, April 11th. JPMorgan Chase & Co. restated a "neutral" rating and set a $45.00 price target (up from $39.00) on shares of Baldwin Insurance Group in a research report on Tuesday, April 8th. Wall Street Zen lowered Baldwin Insurance Group from a "hold" rating to a "sell" rating in a research report on Monday, July 7th. Wells Fargo & Company lifted their price target on Baldwin Insurance Group from $34.00 to $36.00 and gave the company an "underweight" rating in a research note on Thursday, July 10th. Finally, BMO Capital Markets decreased their price objective on Baldwin Insurance Group from $51.00 to $50.00 and set an "outperform" rating for the company in a report on Friday, June 13th. Two investment analysts have rated the stock with a sell rating, two have given a hold rating and four have assigned a buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $45.17.

Insiders Place Their Bets

In other Baldwin Insurance Group news, CEO Trevor Baldwin sold 117,000 shares of the firm's stock in a transaction on Thursday, June 12th. The stock was sold at an average price of $39.83, for a total value of $4,660,110.00. Following the completion of the sale, the chief executive officer directly owned 27,676 shares of the company's stock, valued at $1,102,335.08. This trade represents a 80.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, General Counsel Seth Bala Cohen sold 4,496 shares of Baldwin Insurance Group stock in a transaction on Tuesday, June 3rd. The shares were sold at an average price of $39.58, for a total value of $177,951.68. Following the sale, the general counsel directly owned 13,240 shares of the company's stock, valued at $524,039.20. This represents a 25.35% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 451,380 shares of company stock valued at $17,731,131. Insiders own 18.51% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. NewEdge Advisors LLC grew its stake in shares of Baldwin Insurance Group by 6.7% in the 1st quarter. NewEdge Advisors LLC now owns 11,075 shares of the company's stock worth $495,000 after buying an additional 700 shares during the last quarter. Strs Ohio purchased a new stake in shares of Baldwin Insurance Group in the 1st quarter worth approximately $72,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Baldwin Insurance Group by 6.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 40,166 shares of the company's stock worth $1,795,000 after buying an additional 2,309 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Baldwin Insurance Group by 6.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 189,643 shares of the company's stock worth $8,475,000 after buying an additional 11,768 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of Baldwin Insurance Group by 3.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 379,601 shares of the company's stock worth $16,964,000 after buying an additional 13,058 shares during the last quarter. Hedge funds and other institutional investors own 77.49% of the company's stock.

About 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.