Rep. Josh Gottheimer Sells Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Stock

Key Points

• Representative Josh Gottheimer sold shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) valued between $1,001 and $15,000 on September 23rd, 2025.
• Baldwin Insurance Group's stock has decreased by 9.8%, with a current price of $23.73 and a market capitalization of $2.82 billion.
• Recent analyst ratings for Baldwin Insurance Group have varied, with JPMorgan Chase lowering their price target to $34.00 and Weiss Ratings reissuing a "sell" rating.

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Baldwin Insurance Group, Inc. NASDAQ: BWIN. In a filing disclosed on October 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Baldwin Insurance Group stock on September 23rd. The trade occurred in the Representative's "MORGAN STANLEY - SELECT UMA ACCOUNT # 1" account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of CommVault Systems NASDAQ: CVLT on 9/23/2025.
• Purchased $1,001 - $15,000 in shares of Sysmex OTCMKTS: SSMXY on 9/22/2025.
• Purchased $1,001 - $15,000 in shares of Independence Realty Trust NYSE: IRT on 9/22/2025.
• Purchased $1,001 - $15,000 in shares of Natera NASDAQ: NTRA on 9/22/2025.
• Sold $1,001 - $15,000 in shares of Diageo NYSE: DEO on 9/22/2025.
• Purchased $1,001 - $15,000 in shares of Tandem Diabetes Care NASDAQ: TNDM on 9/22/2025.
• Sold $1,001 - $15,000 in shares of Trade Desk NASDAQ: TTD on 9/11/2025.
• Sold $1,001 - $15,000 in shares of Intuitive Surgical NASDAQ: ISRG on 9/3/2025.
• Purchased $1,001 - $15,000 in shares of Natera NASDAQ: NTRA on 8/22/2025.
• Sold $1,001 - $15,000 in shares of Sysmex OTCMKTS: SSMXY on 8/21/2025.

Baldwin Insurance Group Stock Down 9.8%

NASDAQ:BWIN opened at $23.73 on Friday. The firm has a market capitalization of $2.82 billion, a price-to-earnings ratio of -81.83, a price-to-earnings-growth ratio of 1.28 and a beta of 1.39. Baldwin Insurance Group, Inc. has a twelve month low of $23.69 and a twelve month high of $55.82. The stock's 50 day moving average price is $30.56 and its two-hundred day moving average price is $36.84. The company has a quick ratio of 1.23, a current ratio of 1.23 and a debt-to-equity ratio of 1.53.

Baldwin Insurance Group (NASDAQ:BWIN - Get Free Report) last issued its earnings results on Tuesday, August 5th. The company reported $0.42 earnings per share for the quarter, hitting analysts' consensus estimates of $0.42. The business had revenue of $378.81 million for the quarter, compared to the consensus estimate of $375.38 million. Baldwin Insurance Group had a negative net margin of 1.22% and a positive return on equity of 13.24%. The firm's revenue for the quarter was up 11.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.34 earnings per share. Equities research analysts expect that Baldwin Insurance Group, Inc. will post 1.01 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. JPMorgan Chase & Co. lowered their price objective on shares of Baldwin Insurance Group from $41.00 to $34.00 and set a "neutral" rating on the stock in a research note on Thursday, October 9th. Raymond James Financial reissued an "outperform" rating and set a $40.00 price target (down previously from $48.00) on shares of Baldwin Insurance Group in a research report on Thursday, August 7th. Weiss Ratings reissued a "sell (d-)" rating on shares of Baldwin Insurance Group in a research report on Wednesday, October 8th. Zacks Research raised Baldwin Insurance Group from a "strong sell" rating to a "hold" rating in a report on Monday, October 6th. Finally, BMO Capital Markets reissued a "market perform" rating and set a $33.00 target price (down from $38.00) on shares of Baldwin Insurance Group in a report on Monday. Two research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $37.67.

Hedge Funds Weigh In On Baldwin Insurance Group

Institutional investors and hedge funds have recently made changes to their positions in the company. MTM Investment Management LLC acquired a new position in Baldwin Insurance Group in the 2nd quarter valued at $30,000. Elevation Point Wealth Partners LLC acquired a new position in Baldwin Insurance Group in the 2nd quarter valued at $58,000. Strs Ohio acquired a new position in shares of Baldwin Insurance Group in the first quarter valued at about $72,000. First Horizon Advisors Inc. grew its stake in shares of Baldwin Insurance Group by 29.6% in the second quarter. First Horizon Advisors Inc. now owns 1,834 shares of the company's stock valued at $79,000 after acquiring an additional 419 shares in the last quarter. Finally, IFP Advisors Inc grew its stake in shares of Baldwin Insurance Group by 3,664.0% in the second quarter. IFP Advisors Inc now owns 2,823 shares of the company's stock valued at $128,000 after acquiring an additional 2,748 shares in the last quarter. Institutional investors and hedge funds own 77.49% of the company's stock.

Insider Activity

In other Baldwin Insurance Group news, CFO Bradford Hale bought 10,000 shares of the firm's stock in a transaction on Thursday, August 7th. The shares were purchased at an average price of $28.72 per share, for a total transaction of $287,200.00. Following the transaction, the chief financial officer directly owned 144,659 shares in the company, valued at approximately $4,154,606.48. This trade represents a 7.43% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 18.51% of the stock is currently owned by insiders.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey's 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027. Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey's 5th Congressional District. He declared candidacy for the 2026 election. Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025. Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.

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