The Baldwin Insurance Group, Inc. BWIN

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32.14 USD +0.15 (+0.47%)

At closeNov 4, 2026, 4:01 PM EST

32.14 0.00 0.00%

After hours · Nov 4, 4:01 PM ET

31.99 Day range 32.14
15.88 52-week range 32.71
YTD
+33.75%
1 year
+39.68%
Market cap
4.52B
Revenue (ttm)
1.74B
Profit margin
-4.67%
EPS (ttm)
-1.04
Shares out
97.62M
Forward P/E
12.96
YTD return
+33.75%
1-year return
+39.68%
Volume
4.18M
Avg volume
2.60M
Open
32.00
Previous close
31.99
Day's range
31.99 – 32.14
52-week range
15.88 – 32.71
Beta
0.98
Analysts
Hold
Price target
32.42 (+0.9%)
Earnings date
Mar 2, 2027

2Y -8.56 (-21.05%)

20304050Jan 25Jun 25Nov 25Apr 26Aug 2632.10

Key statistics

Enterprise value
6.02B
PEG ratio
0.00
Price / sales
2.60
Price / book
3.50
Dividend yield
0.00%
Payout ratio
0.00%
Revenue growth
30.10%
Free cash flow
254.50M
Total cash
184.50M
Total debt
2.57B
Return on equity
-10.66%
Short % of float
8.33%
50-day average
31.48
200-day average
25.15

Financials — quick view

All financials
BWIN Revenue — quarterly 492.94M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
BWIN Net income — quarterly -38.99M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
BWIN EPS — quarterly -0.42
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

BWIN recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Mar 2, 2027Dec 30, 20260.4573———
Nov 3, 2026Sep 30, 20260.43220.42-0.01-2.82%
Jul 30, 2026Jun 30, 20260.47080.48+0.01+1.95%
May 4, 2026Mar 31, 20260.640.63-0.01-1.56%
Feb 26, 2026Dec 31, 20250.290.31+0.02+6.90%
Nov 4, 2025Sep 30, 20250.300.31+0.01+3.33%

Upgrades / downgrades

BWIN analyst upgrades and downgrades
DateFirmActionFromTo
Oct 12, 2026TD CowendownBuyHold
Oct 2, 2026UBSdownBuyNeutral
Oct 1, 2026JP MorgandownOverweightNeutral
Sep 15, 2026BMO CapitalmainMarket PerformMarket Perform
Sep 14, 2026William BlairdownOutperformMarket Perform
Aug 3, 2026UBSmainBuyBuy

About The Baldwin Insurance Group, Inc.

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance product suite comprises personal, commercial, and professional lines. Its Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. 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.

Sector
Financial Services
Industry
Insurance Brokers
Country
United States
Website
baldwin.com

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Insider holders

BWIN insider holders
InsiderRelationLatest transactionDateShares held
BALDWIN TREVORChief Executive OfficerStock Award(Grant)Mar 2, 2026134,192
COHEN JAY ADirectorStock Award(Grant)Jun 30, 202618,623
GALBRAITH DANIELOfficer and Beneficial Owner of more than 10% of a Class of SecurityStock Award(Grant)Mar 2, 202644,444
HALE BRADFORDChief Financial OfficerStock Award(Grant)Mar 2, 2026195,296
KADOW JOSEPH JOHNDirectorStock Award(Grant)Sep 30, 202625,424
LICHON CORBYN N.OfficerStock Award(Grant)Mar 31, 202657,291

Institution ownership

BWIN institution ownership
Holder% heldSharesValueReported
FMR, LLC15.11%14,752,216474.14MJun 29, 2026
Blackrock Inc.7.43%7,251,950233.08MJun 29, 2026
William Blair Investment Management, LLC6.90%6,732,965216.40MJun 29, 2026
Vanguard Portfolio Management LLC3.34%3,262,912104.87MJun 29, 2026
Vanguard Capital Management LLC3.24%3,166,381101.77MJun 29, 2026
Bank Of New York Mellon Corporation3.15%3,077,35198.91MJun 29, 2026

Fund ownership

BWIN fund ownership
Holder% heldSharesValueReported
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 3.81%3,718,875119.52MAug 30, 2026
BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.2.77%2,700,00086.78MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.57%2,511,21380.71MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.23%2,173,80469.87MJun 29, 2026
Fidelity Puritan Trust-Fidelity Balanced Fund2.07%2,019,38364.90MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.60%1,563,98850.27MJun 29, 2026