William Blair Has Bearish Forecast for BWIN Q3 Earnings

Key Points

• William Blair has reduced its earnings per share forecast for Baldwin Insurance Group (NASDAQ:BWIN) for Q3 2025 to $0.18, down from a previous estimate of $0.19.
• The consensus estimate for Baldwin's full-year earnings is currently $1.01 per share, with future earnings projected at $1.19 EPS for FY2025 and $1.48 EPS for FY2026.
• Despite an 11.5% rise in revenue year-over-year, Baldwin reported a negative net margin of -1.22%, indicating potential financial struggles ahead.

Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Free Report) - Investment analysts at William Blair lowered their Q3 2025 earnings per share estimates for Baldwin Insurance Group in a research report issued to clients and investors on Tuesday, October 14th. William Blair analyst A. Klauber now forecasts that the company will post earnings of $0.18 per share for the quarter, down from their previous forecast of $0.19. The consensus estimate for Baldwin Insurance Group's current full-year earnings is $1.01 per share. William Blair also issued estimates for Baldwin Insurance Group's FY2025 earnings at $1.19 EPS and FY2026 earnings at $1.48 EPS.

Baldwin Insurance Group (NASDAQ:BWIN - Get Free Report) last announced its quarterly earnings data on Tuesday, August 5th. The company reported $0.42 earnings per share for the quarter, hitting the consensus estimate of $0.42. The company had revenue of $378.81 million during the quarter, compared to analyst estimates of $375.38 million. Baldwin Insurance Group had a positive return on equity of 13.24% and a negative net margin of 1.22%.The firm's revenue for the quarter was up 11.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.34 EPS.

A number of other equities research analysts also recently issued reports on BWIN. Raymond James Financial reissued an "outperform" rating and issued a $40.00 price target (down from $48.00) on shares of Baldwin Insurance Group in a report on Thursday, August 7th. Zacks Research upgraded shares of Baldwin Insurance Group from a "strong sell" rating to a "hold" rating in a research report on Monday, October 6th. Wall Street Zen lowered shares of Baldwin Insurance Group from a "hold" rating to a "sell" rating in a research report on Friday, October 3rd. Wells Fargo & Company dropped their price objective on Baldwin Insurance Group from $31.00 to $28.00 and set an "underweight" rating for the company in a research note on Wednesday, October 8th. Finally, Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Baldwin Insurance Group in a report on Wednesday, October 8th. Three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $37.67.

Baldwin Insurance Group Price Performance

Shares of NASDAQ:BWIN opened at $26.30 on Thursday. The company has a quick ratio of 1.23, a current ratio of 1.23 and a debt-to-equity ratio of 1.53. The firm has a market capitalization of $3.12 billion, a PE ratio of -90.69, a P/E/G ratio of 1.32 and a beta of 1.39. Baldwin Insurance Group has a twelve month low of $26.27 and a twelve month high of $55.82. The company has a 50-day moving average price of $30.70 and a two-hundred day moving average price of $36.98.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in BWIN. T. Rowe Price Investment Management Inc. grew its holdings in shares of Baldwin Insurance Group by 62.1% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 3,232,521 shares of the company's stock worth $144,462,000 after acquiring an additional 1,238,650 shares during the period. Fiera Capital Corp purchased a new position in Baldwin Insurance Group during the second quarter valued at $33,346,000. Champlain Investment Partners LLC lifted its position in Baldwin Insurance Group by 32.0% during the first quarter. Champlain Investment Partners LLC now owns 2,647,275 shares of the company's stock valued at $118,307,000 after buying an additional 642,104 shares during the period. Invesco Ltd. lifted its position in Baldwin Insurance Group by 794.2% during the first quarter. Invesco Ltd. now owns 556,775 shares of the company's stock valued at $24,882,000 after buying an additional 494,508 shares during the period. Finally, American Century Companies Inc. lifted its position in Baldwin Insurance Group by 561.6% during the first quarter. American Century Companies Inc. now owns 451,360 shares of the company's stock valued at $20,171,000 after buying an additional 383,137 shares during the period. Hedge funds and other institutional investors own 77.49% of the company's stock.

Insider Activity

In related news, CFO Bradford Hale bought 10,000 shares of the company's stock in a transaction that occurred on Thursday, August 7th. The stock was bought at an average cost of $28.72 per share, for a total transaction of $287,200.00. Following the acquisition, the chief financial officer directly owned 144,659 shares of the company's stock, valued at $4,154,606.48. The trade was a 7.43% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 18.51% 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.

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