Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Stock Now Rated "Hold" by Wall Street Brokerages

Key Points

• Analysts rate Baldwin Insurance Group “Hold” overall: Seven of 12 analysts recommend holding the stock, compared with three buys and two sells. The average 12-month price target is $30.89, below the reported $31.77 share price.
• Institutional ownership remains high and increased among major investors: Institutional investors own 77.49% of BWIN, with firms including Bank of New York Mellon, Capital International Investors and Dimensional Fund Advisors expanding their positions.
• Recent results modestly exceeded expectations: Quarterly EPS came in at $0.48 versus the $0.47 consensus, while revenue rose 30.1% year over year to $492.94 million. The company guided for third-quarter 2026 EPS of $0.42–$0.46.

Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Get Free Report) has earned a consensus rating of "Hold" from the twelve ratings firms that are covering the stock, MarketBeat.com reports. Two equities research analysts have rated the stock with a sell recommendation, seven have given a hold recommendation and three have given a buy recommendation to the company. The average 12-month price target among brokerages that have covered the stock in the last year is $30.89.

A number of analysts have commented on the company. Morgan Stanley set a $28.00 target price on Baldwin Insurance Group in a report on Monday, June 22nd. Weiss Ratings raised Baldwin Insurance Group from a "sell (e+)" rating to a "sell (d-)" rating in a report on Wednesday, July 8th. Wells Fargo & Company increased their price objective on Baldwin Insurance Group from $27.00 to $28.00 and gave the company an "equal weight" rating in a research report on Monday, August 3rd. Zacks Research upgraded Baldwin Insurance Group from a "strong sell" rating to a "hold" rating in a report on Friday, June 12th. Finally, BMO Capital Markets boosted their target price on Baldwin Insurance Group from $26.00 to $32.50 and gave the stock a "market perform" rating in a research report on Tuesday, September 15th.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BWIN. Bank of New York Mellon Corp grew its position in Baldwin Insurance Group by 36.3% in the 1st quarter. Bank of New York Mellon Corp now owns 3,918,087 shares of the company's stock worth $85,963,000 after purchasing an additional 1,044,200 shares during the period. Capital International Investors lifted its holdings in shares of Baldwin Insurance Group by 15.0% during the 4th quarter. Capital International Investors now owns 3,618,132 shares of the company's stock valued at $86,944,000 after buying an additional 472,703 shares during the period. Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of Baldwin Insurance Group by 11,089.9% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,717,538 shares of the company's stock worth $37,683,000 after buying an additional 1,702,189 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Baldwin Insurance Group by 16.8% in the first quarter. Dimensional Fund Advisors LP now owns 1,333,871 shares of the company's stock worth $29,265,000 after acquiring an additional 191,482 shares during the period. Finally, Fiera Capital Corp increased its position in Baldwin Insurance Group by 30.6% during the fourth quarter. Fiera Capital Corp now owns 991,213 shares of the company's stock valued at $23,819,000 after acquiring an additional 231,993 shares during the last quarter. Institutional investors own 77.49% of the company's stock.

Baldwin Insurance Group Price Performance

Shares of Baldwin Insurance Group stock opened at $31.77 on Friday. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.07 and a current ratio of 1.07. The stock has a market capitalization of $4.43 billion, a PE ratio of -30.55, a price-to-earnings-growth ratio of 1.03 and a beta of 1.00. Baldwin Insurance Group has a 52-week low of $15.88 and a 52-week high of $32.71. The company has a 50-day simple moving average of $30.51 and a two-hundred day simple moving average of $25.36.

Baldwin Insurance Group (NASDAQ:BWIN - Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.48 EPS for the quarter, beating analysts' consensus estimates of $0.47 by $0.01. Baldwin Insurance Group had a negative net margin of 4.67% and a positive return on equity of 12.67%. The firm had revenue of $492.94 million for the quarter, compared to analysts' expectations of $492.33 million. During the same quarter in the prior year, the company posted $0.42 earnings per share. The business's revenue for the quarter was up 30.1% on a year-over-year basis. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. On average, analysts anticipate that Baldwin Insurance Group will post 1.44 EPS for the current fiscal year.

Baldwin Insurance Group Company Profile

The Baldwin Insurance Group, Inc is an insurance distribution and advisory company that helps individuals, businesses and organizations identify, manage and insure against risk. The company operates through a network of insurance agencies and specialty businesses, providing access to property and casualty insurance, employee benefits, personal insurance and related risk-management solutions.

Its services include commercial insurance brokerage, personal lines coverage, employee benefits consulting, claims support and other advisory services.

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