Bank of New York Mellon Corp Makes New $81.80 Million Investment in Baldwin Insurance Group, Inc. $BWIN

Key Points

• Bank of New York Mellon acquired 3.08 million Baldwin Insurance Group shares worth approximately $81.8 million, giving it a 2.16% stake. Institutional investors and hedge funds collectively own 77.49% of BWIN.
• Baldwin reported quarterly EPS of $0.48, slightly above estimates, while revenue rose 30.1% year over year to $492.94 million. The company issued third-quarter 2026 EPS guidance of $0.42–$0.46.
• BWIN opened at $30.91, near its 52-week high of $33.49, while analysts maintain a “Moderate Buy” consensus with an average price target of $30.33.

Bank of New York Mellon Corp bought a new stake in Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 3,077,351 shares of the company's stock, valued at approximately $81,796,000. Bank of New York Mellon Corp owned approximately 2.16% of Baldwin Insurance Group as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of BWIN. William Blair Investment Management LLC boosted its holdings in Baldwin Insurance Group by 47.8% during the fourth quarter. William Blair Investment Management LLC now owns 7,543,813 shares of the company's stock valued at $181,278,000 after acquiring an additional 2,439,118 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its holdings in shares of Baldwin Insurance Group by 11,089.9% during 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 purchasing an additional 1,702,189 shares in the last quarter. MetLife Investment Management LLC increased its holdings in Baldwin Insurance Group by 1,376.4% in the 4th quarter. MetLife Investment Management LLC now owns 619,292 shares of the company's stock valued at $14,882,000 after buying an additional 577,345 shares during the period. Ameriprise Financial Inc. bought a new stake in Baldwin Insurance Group in the third quarter valued at about $14,177,000. Finally, Capital International Investors grew its stake in shares of Baldwin Insurance Group by 15.0% in the 4th quarter. Capital International Investors now owns 3,618,132 shares of the company's stock valued at $86,944,000 after purchasing an additional 472,703 shares during the period. 77.49% of the stock is currently owned by institutional investors and hedge funds.

Baldwin Insurance Group Stock Down 1.2%

Baldwin Insurance Group stock opened at $30.91 on Wednesday. The firm has a market capitalization of $4.31 billion, a price-to-earnings ratio of -29.72, a PEG ratio of 1.05 and a beta of 1.08. The company's 50 day simple moving average is $27.40 and its 200 day simple moving average is $23.00. The company has a debt-to-equity ratio of 1.73, a current ratio of 1.07 and a quick ratio of 1.07. Baldwin Insurance Group, Inc. has a fifty-two week low of $15.88 and a fifty-two week high of $33.49.

Baldwin Insurance Group (NASDAQ:BWIN - Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported $0.48 EPS for the quarter, beating the consensus estimate of $0.47 by $0.01. The firm had revenue of $492.94 million during the quarter, compared to the consensus estimate of $492.33 million. Baldwin Insurance Group had a negative net margin of 4.67% and a positive return on equity of 12.67%. The business's quarterly revenue was up 30.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.42 earnings per share. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. As a group, sell-side analysts anticipate that Baldwin Insurance Group, Inc. will post 1.38 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. BMO Capital Markets boosted their target price on shares of Baldwin Insurance Group from $23.00 to $25.00 and gave the company a "market perform" rating in a research note on Tuesday, June 23rd. TD Cowen reiterated a "buy" rating on shares of Baldwin Insurance Group in a research report on Monday, June 15th. Weiss Ratings upgraded shares of Baldwin Insurance Group from a "sell (e+)" rating to a "sell (d-)" rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. raised their price objective on shares of Baldwin Insurance Group from $28.00 to $30.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. Finally, Morgan Stanley set a $28.00 target price on Baldwin Insurance Group in a report on Monday, June 22nd. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $30.33.

Baldwin Insurance Group Profile

Baldwin Insurance Group, Inc NASDAQ: BWIN is a specialty insurance and surety firm that underwrites contract bonds, commercial insurance policies and related risk-management services. Its core offerings include contract and commercial surety, which provide performance and payment guarantees to obligees in construction, service and public-sector projects. In addition, the company delivers complementary commercial lines coverages designed to mitigate liability, property and workers' compensation exposures.

Through a network of regional agency offices primarily across the Midwestern United States, Baldwin Insurance Group serves contractors, developers, small and mid-sized businesses as well as municipal and public-sector clients.

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