Baldwin Insurance Group (BWIN) Stock Price, News & Analysis

Company Overview

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. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.

Key Stats

• Today's Range: $35.97 to $36.78
• 50-Day Range: $35.31 to $44.54
• 52-Week Range: $34.22 to $55.82
• Volume: 735,957 shs
• Average Volume: 599,558 shs
• Market Capitalization: $4.32 billion
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: $45.17
• Consensus Rating: Hold

Baldwin Insurance Group Stock Analysis - MarketRank™

Baldwin Insurance Group scored higher than 63% of companies evaluated by MarketBeat, and ranked 1121st out of 1,824 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.2 / 5
• Analyst Rating: Hold

Consensus Rating

Baldwin Insurance Group has received a consensus rating of Hold. The company's average rating score is 2.43, and is based on 4 buy ratings, 2 hold ratings, and 1 sell rating.

Amount of Analyst Coverage

Baldwin Insurance Group has only been the subject of 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 29.70%

Earnings Growth

Earnings for Baldwin Insurance Group are expected to grow by 29.70% in the coming year, from $1.01 to $1.31 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Baldwin Insurance Group is -70.12, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of Baldwin Insurance Group is -70.12, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Growth Ratio

Baldwin Insurance Group has a PEG Ratio of 1.40. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Baldwin Insurance Group has a P/B Ratio of 4.25. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

8.40% of the float of Baldwin Insurance Group has been sold short.

Short Interest Ratio / Days to Cover

Baldwin Insurance Group has a short interest ratio ("days to cover") of 8.8.

Change versus previous month

Short interest in Baldwin Insurance Group has recently decreased by 4.69%, indicating that investor sentiment is improving.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Baldwin Insurance Group does not currently pay a dividend.

Dividend Growth

Baldwin Insurance Group does not have a long track record of dividend growth.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

8.40% of the float of Baldwin Insurance Group has been sold short.

Short Interest Ratio / Days to Cover

Baldwin Insurance Group has a short interest ratio ("days to cover") of 8.8.

Change versus previous month

Short interest in Baldwin Insurance Group has recently decreased by 4.69%, indicating that investor sentiment is improving.

News and Social Media

• Score: 3.9 / 5
• News Sentiment: 1.07

News Sentiment

Baldwin Insurance Group has a news sentiment score of 1.07. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.74 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 9 news articles for Baldwin Insurance Group this week, compared to 6 articles on an average week.

Search Interest

4 people have searched for BWIN on MarketBeat in the last 30 days.

MarketBeat Follows

4 people have added Baldwin Insurance Group to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 4.2 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Baldwin Insurance Group insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $17,731,131.00 in company stock.

Percentage Held by Insiders

20.14% of the stock of Baldwin Insurance Group is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

77.49% of the stock of Baldwin Insurance Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

BWIN Stock Analysis - Frequently Asked Questions

How have BWIN shares performed this year?

Baldwin Insurance Group's stock was trading at $38.76 at the beginning of the year. Since then, BWIN stock has decreased by 5.9% and is now trading at $36.46.

How were Baldwin Insurance Group's earnings last quarter?

Baldwin Insurance Group, Inc. (NASDAQ:BWIN) posted its quarterly earnings data on Tuesday, August, 5th. The company reported $0.42 EPS for the quarter, meeting the consensus estimate of $0.42. The firm's revenue was up 11.5% on a year-over-year basis.
Read the conference call transcript.

Who are Baldwin Insurance Group's major shareholders?

Baldwin Insurance Group's top institutional shareholders include William Blair Investment Management LLC (4.56%), Bank of New York Mellon Corp (0.73%), Emerald Advisers LLC (0.68%) and Emerald Mutual Fund Advisers Trust (0.40%). Insiders that own company stock include Bradford Hale, James Morgan Roche, Trevor Baldwin, Seth Bala Cohen, Daniel Galbraith, Lowry Baldwin and Elizabeth Krystyn.
View institutional ownership trends.

How do I buy shares of Baldwin Insurance Group?

Shares of BWIN stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Baldwin Insurance Group own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Baldwin Insurance Group investors own include Meta Platforms (META), NVIDIA (NVDA), Tesla (TSLA), JPMorgan Chase & Co. (JPM), Home Depot (HD), Advanced Micro Devices (AMD) and Netflix (NFLX).

Company Calendar

• Last Earnings: 11/04/2024
• Today: 8/05/2025
• Next Earnings (Estimated): 8/05/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: INS - LIFE
• Sub-Industry: Insurance
• Current Symbol: NASDAQ:BWIN
• Previous Symbol: NASDAQ:BWIN
• CIK: 1781755
• Web: www.baldwin.com
• Phone: 866-279-0698
• Fax: N/A
• Employees: 4,116
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Baldwin Insurance Group: $45.17
• High Price Target: $50.00
• Low Price Target: $36.00
• Potential Upside/Downside: +23.9%
• Consensus Rating: Hold
• Rating Score (0-4): 2.43
• Research Coverage: 7 Analysts

Profitability

• EPS (Trailing Twelve Months): ($0.52)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: 36.10
• P/E Growth: 1.4
• Net Income: -$24.52 million
• Net Margins: -2.26%
• Pretax Margin: -3.81%
• Return on Equity: 12.57%
• Return on Assets: 3.64%

Debt

• Debt-to-Equity Ratio: 1.43
• Current Ratio: 1.13
• Quick Ratio: 1.13

Sales & Book Value

• Annual Sales: $1.39 billion
• Price / Sales: 3.11
• Cash Flow: $2.00 per share
• Price / Cash Flow: 18.19
• Book Value: $8.58 per share
• Price / Book: 4.25

Miscellaneous

• Outstanding Shares: 118,520,000
• Free Float: 94,649,000
• Market Cap: $4.32 billion
• Optionable: Optionable
• Beta: 1.66