Summit Creek Advisors LLC Purchases Shares of 66,487 Baldwin Insurance Group, Inc. $BWIN

Key Points

• Summit Creek Advisors initiated a position in Baldwin Insurance Group by purchasing 66,487 shares worth approximately $1.77 million. Institutional investors collectively own 77.49% of the company.
• Baldwin reported quarterly earnings of $0.48 per share, slightly ahead of estimates, 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.
• BWIN opened at $30.20, near analysts’ consensus price target of $30.33. Analysts maintain a “Moderate Buy” consensus, with several firms recently raising their price targets.

Summit Creek Advisors LLC purchased a new position in shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 66,487 shares of the company's stock, valued at approximately $1,767,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. William Blair Investment Management LLC grew its stake in shares of Baldwin Insurance Group by 47.8% in 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 buying an additional 2,439,118 shares in the last quarter. Vanguard Group Inc. raised its position in Baldwin Insurance Group by 4.4% during the fourth quarter. Vanguard Group Inc. now owns 6,851,874 shares of the company's stock worth $164,651,000 after acquiring an additional 287,241 shares in the last quarter. Bank of New York Mellon Corp raised its position in Baldwin Insurance Group by 36.3% during the first quarter. Bank of New York Mellon Corp now owns 3,918,087 shares of the company's stock worth $85,963,000 after acquiring an additional 1,044,200 shares in the last quarter. Capital International Investors raised its position in Baldwin Insurance Group by 15.0% during the fourth quarter. Capital International Investors now owns 3,618,132 shares of the company's stock worth $86,944,000 after acquiring an additional 472,703 shares in the last quarter. Finally, State Street Corp lifted its stake in Baldwin Insurance Group by 0.7% in the fourth quarter. State Street Corp now owns 2,131,619 shares of the company's stock valued at $51,223,000 after acquiring an additional 14,968 shares during the last quarter. Institutional investors own 77.49% of the company's stock.

Baldwin Insurance Group Price Performance

NASDAQ:BWIN opened at $30.20 on Wednesday. Baldwin Insurance Group, Inc. has a one year low of $15.88 and a one year high of $34.79. The company has a market cap of $4.21 billion, a P/E ratio of -29.04, a P/E/G ratio of 1.06 and a beta of 1.08. The firm's fifty day moving average price is $26.12 and its two-hundred day moving average price is $22.65. 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 (NASDAQ:BWIN - Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.47 by $0.01. The company had revenue of $492.94 million for the quarter, compared to analyst estimates 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 company's revenue was up 30.1% on a year-over-year basis. During the same period 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. Equities analysts expect that Baldwin Insurance Group, Inc. will post 1.38 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Keefe, Bruyette & Woods lifted their price objective on shares of Baldwin Insurance Group from $26.00 to $31.00 and gave the company an "outperform" rating in a research report on Wednesday, July 8th. Wells Fargo & Company raised their target price on shares of Baldwin Insurance Group from $27.00 to $28.00 and gave the company an "equal weight" rating in a research note on Monday, August 3rd. Morgan Stanley set a $28.00 price target on Baldwin Insurance Group in a report on Monday, June 22nd. JPMorgan Chase & Co. boosted their price target on Baldwin Insurance Group from $28.00 to $30.00 and gave the stock an "overweight" rating in a research report on Monday, July 13th. Finally, TD Cowen restated a "buy" rating on shares of Baldwin Insurance Group in a research note on Monday, June 15th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price 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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