William Blair Issues Negative Outlook for BWIN Earnings

The Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Free Report) - Stock analysts at William Blair dropped their Q4 2025 earnings per share estimates for shares of The Baldwin Insurance Group in a research report issued on Wednesday, May 7th. William Blair analyst A. Klauber now forecasts that the company will post earnings per share of $0.19 for the quarter, down from their prior forecast of $0.20. The consensus estimate for The Baldwin Insurance Group's current full-year earnings is $1.01 per share.

A number of other brokerages also recently issued reports on BWIN. Wells Fargo & Company raised their price objective on The Baldwin Insurance Group from $33.00 to $34.00 and gave the stock an "underweight" rating in a research report on Thursday, April 10th. Jefferies Financial Group raised their price objective on The 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. reissued a "neutral" rating and set a $45.00 price objective (up from $39.00) on shares of The Baldwin Insurance Group in a research report on Tuesday, April 8th. Finally, BMO Capital Markets began coverage on The Baldwin Insurance Group in a research report on Thursday, March 27th. They issued an "outperform" rating and a $53.00 target price for the company. One investment analyst has rated the stock with a sell rating, two have assigned a hold rating, four have given a buy rating and one has given a strong buy rating to the company's stock. According to MarketBeat, The Baldwin Insurance Group currently has an average rating of "Moderate Buy" and a consensus price target of $45.29.

The Baldwin Insurance Group Trading Down 2.2%

Shares of NASDAQ:BWIN traded down $0.87 during midday trading on Monday, reaching $38.50. 646,760 shares of the company's stock were exchanged, compared to its average volume of 560,436. The firm's 50 day simple moving average is $41.92 and its two-hundred day simple moving average is $42.15. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.98 and a quick ratio of 0.98. The stock has a market cap of $4.53 billion, a price-to-earnings ratio of -60.16, a P/E/G ratio of 1.17 and a beta of 1.77. The Baldwin Insurance Group has a fifty-two week low of $31.47 and a fifty-two week high of $55.82.

Insider Activity

In other news, CEO Trevor Baldwin sold 68,740 shares of The Baldwin Insurance Group stock in a transaction dated Wednesday, March 12th. The stock was sold at an average price of $40.60, for a total value of $2,790,844.00. Following the completion of the transaction, the chief executive officer now owns 80,663 shares in the company, valued at approximately $3,274,917.80. This trade represents a 46.01% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Lowry Baldwin sold 34,901 shares of The Baldwin Insurance Group stock in a transaction dated Monday, March 3rd. The shares were sold at an average price of $40.22, for a total value of $1,403,718.22. Following the completion of the transaction, the director now owns 90,099 shares of the company's stock, valued at $3,623,781.78. The trade was a 27.92% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 131,836 shares of company stock worth $5,330,639. 18.51% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On The Baldwin Insurance Group

Several institutional investors have recently added to or reduced their stakes in the business. FMR LLC purchased a new stake in The Baldwin Insurance Group during the fourth quarter worth approximately $325,535,000. Vanguard Group Inc. purchased a new stake in The Baldwin Insurance Group during the fourth quarter worth approximately $255,331,000. William Blair Investment Management LLC purchased a new stake in The Baldwin Insurance Group during the fourth quarter worth approximately $190,218,000. Bamco Inc. NY purchased a new stake in The Baldwin Insurance Group during the fourth quarter worth approximately $116,668,000. Finally, Capital International Investors purchased a new stake in The Baldwin Insurance Group during the fourth quarter worth approximately $99,040,000. Hedge funds and other institutional investors own 77.49% of the company's stock.

About The 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.