What is DOWLING & PARTN's Forecast for BWIN FY2026 Earnings?

Key Points

• DOWLING & PARTN forecasts Baldwin Insurance Group (BWIN) will earn $1.40 per share in FY2026, slightly above the $1.38 consensus estimate. The firm projects FY2027 EPS of $1.72.
• BWIN recently reported quarterly EPS of $0.48, beating estimates by $0.01, while revenue of $492.94 million rose 30.1% year over year. Management provided Q3 2026 EPS guidance of $0.42–$0.46.
• Analysts maintain a generally positive view, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $30.33; shares recently opened at $29.76.

Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Free Report) - Equities research analysts at DOWLING & PARTN issued their FY2026 earnings per share (EPS) estimates for Baldwin Insurance Group in a research report issued to clients and investors on Friday, August 7th. DOWLING & PARTN analyst A. Mottolese forecasts that the company will earn $1.40 per share for the year. The consensus estimate for Baldwin Insurance Group's current full-year earnings is $1.38 per share. DOWLING & PARTN also issued estimates for Baldwin Insurance Group's FY2027 earnings at $1.72 EPS.

Baldwin Insurance Group (NASDAQ:BWIN - Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported $0.48 EPS for the quarter, topping analysts' consensus estimates of $0.47 by $0.01. The firm had revenue of $492.94 million for the quarter, compared to the consensus estimate of $492.33 million. Baldwin Insurance Group had a positive return on equity of 12.67% and a negative net margin of 4.67%.The firm's revenue was up 30.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.42 earnings per share. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS.

Several other research analysts have also commented on BWIN. JPMorgan Chase & Co. lifted their price target on Baldwin Insurance Group from $28.00 to $30.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. UBS Group raised their price objective on shares of Baldwin Insurance Group from $35.00 to $37.00 and gave the stock a "buy" rating in a research report on Monday, August 3rd. Wells Fargo & Company lifted their target price on shares of Baldwin Insurance Group from $27.00 to $28.00 and gave the stock an "equal weight" rating in a research note on Monday, August 3rd. TD Cowen reiterated a "buy" rating on shares of Baldwin Insurance Group in a report on Monday, June 15th. Finally, BMO Capital Markets increased their price target 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. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $30.33.

Baldwin Insurance Group Stock Up 3.2%

Shares of NASDAQ:BWIN opened at $29.76 on Wednesday. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 1.73. The business has a fifty day moving average of $24.97 and a two-hundred day moving average of $22.44. The stock has a market cap of $4.15 billion, a P/E ratio of -28.62, a PEG ratio of 0.97 and a beta of 1.08. Baldwin Insurance Group has a 52-week low of $15.88 and a 52-week high of $34.79.

Institutional Trading of Baldwin Insurance Group

A number of hedge funds and other institutional investors have recently modified their holdings of BWIN. UBS Group AG lifted its position in Baldwin Insurance Group by 42.9% in the fourth quarter. UBS Group AG now owns 686,318 shares of the company's stock valued at $16,492,000 after buying an additional 205,997 shares during the last quarter. William Blair Investment Management LLC increased its position in shares of 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 last quarter. Fenimore Asset Management Inc raised its stake in shares of Baldwin Insurance Group by 14.9% in the 4th quarter. Fenimore Asset Management Inc now owns 582,850 shares of the company's stock valued at $14,006,000 after acquiring an additional 75,793 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in shares of Baldwin Insurance Group by 19,551.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 98,259 shares of the company's stock valued at $2,361,000 after acquiring an additional 97,759 shares during the period. Finally, Quadrant Private Wealth Management LLC lifted its holdings in shares of Baldwin Insurance Group by 584.8% in the 4th quarter. Quadrant Private Wealth Management LLC now owns 66,901 shares of the company's stock worth $1,608,000 after acquiring an additional 57,131 shares during the last quarter. 77.49% of the stock is owned by institutional investors and hedge funds.

About Baldwin Insurance Group

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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