Research Analysts Set Expectations for BWIN FY2025 Earnings

Key Points

• William Blair raised its FY2025 earnings estimate for Baldwin Insurance Group to $1.32 per share, an increase from the previous estimate of $1.30, while the current consensus is at $1.01 per share.
• Several brokerages including BMO Capital Markets and Wells Fargo adjusted their target prices for Baldwin Insurance Group, with the stock receiving ratings ranging from "buy" to "sell" across various analysts.
• Insider sales at Baldwin Insurance Group are notable, with directors selling over 451,000 shares valued at approximately $17.7 million in the last 90 days, indicating significant insider activity.

Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Free Report) - Stock analysts at William Blair increased their FY2025 earnings per share (EPS) estimates for shares of Baldwin Insurance Group in a research report issued to clients and investors on Thursday, July 24th. William Blair analyst A. Klauber now forecasts that the company will earn $1.32 per share for the year, up from their previous forecast of $1.30. The consensus estimate for Baldwin Insurance Group's current full-year earnings is $1.01 per share.

Several other research firms have also weighed in on BWIN. Wall Street Zen lowered Baldwin Insurance Group from a "hold" rating to a "sell" rating in a research report on Monday, July 7th. Jefferies Financial Group boosted their target price on Baldwin Insurance Group from $41.00 to $42.00 and gave the stock a "hold" rating in a research report on Friday, April 11th. JPMorgan Chase & Co. restated a "neutral" rating and issued a $45.00 price target (up from $39.00) on shares of Baldwin Insurance Group in a research report on Tuesday, April 8th. BMO Capital Markets lowered their target price on shares of Baldwin Insurance Group from $51.00 to $50.00 and set an "outperform" rating for the company in a research note on Friday, June 13th. Finally, Wells Fargo & Company raised their price target on Baldwin Insurance Group from $34.00 to $36.00 and gave the company an "underweight" rating in a research note on Thursday, July 10th. Two investment analysts have rated the stock with a sell rating, two have issued a hold rating and four have assigned a buy rating to the stock. Based on data from MarketBeat, Baldwin Insurance Group has a consensus rating of "Hold" and an average target price of $45.17.

Baldwin Insurance Group Trading Down 2.0%

BWIN stock traded down $0.81 during midday trading on Monday, hitting $39.83. The company had a trading volume of 511,998 shares, compared to its average volume of 532,972. The stock has a market cap of $4.72 billion, a price-to-earnings ratio of -76.60, a PEG ratio of 1.58 and a beta of 1.64. Baldwin Insurance Group has a 52 week low of $34.22 and a 52 week high of $55.82. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 1.43. The stock's 50 day moving average price is $40.06 and its 200 day moving average price is $40.81.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. KBC Group NV lifted its position in shares of Baldwin Insurance Group by 12.1% during the 1st quarter. KBC Group NV now owns 3,675 shares of the company's stock worth $164,000 after buying an additional 396 shares during the last quarter. US Bancorp DE boosted its stake in Baldwin Insurance Group by 6.5% in the first quarter. US Bancorp DE now owns 7,337 shares of the company's stock valued at $328,000 after acquiring an additional 450 shares in the last quarter. Toth Financial Advisory Corp grew its holdings in shares of Baldwin Insurance Group by 3.3% during the first quarter. Toth Financial Advisory Corp now owns 17,335 shares of the company's stock worth $775,000 after purchasing an additional 550 shares during the last quarter. Verdence Capital Advisors LLC increased its position in shares of Baldwin Insurance Group by 8.1% during the second quarter. Verdence Capital Advisors LLC now owns 7,921 shares of the company's stock worth $339,000 after purchasing an additional 595 shares in the last quarter. Finally, PNC Financial Services Group Inc. lifted its holdings in shares of Baldwin Insurance Group by 5.7% in the 1st quarter. PNC Financial Services Group Inc. now owns 13,025 shares of the company's stock valued at $582,000 after purchasing an additional 700 shares during the last quarter. 77.49% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Baldwin Insurance Group

In other Baldwin Insurance Group news, CEO Trevor Baldwin sold 117,000 shares of the company's stock in a transaction dated Thursday, June 12th. The shares were sold at an average price of $39.83, for a total value of $4,660,110.00. Following the transaction, the chief executive officer owned 27,676 shares of the company's stock, valued at $1,102,335.08. This represents a 80.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider James Morgan Roche sold 26,679 shares of the stock in a transaction that occurred on Friday, June 13th. The stock was sold at an average price of $40.07, for a total transaction of $1,069,027.53. Following the transaction, the insider directly owned 42,113 shares of the company's stock, valued at $1,687,467.91. The trade was a 38.78% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 451,380 shares of company stock worth $17,731,131. Insiders own 20.14% of the company's stock.

Baldwin Insurance Group Company Profile

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.