William Blair Issues Negative Estimate for BWIN Earnings

The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) – Research analysts at William Blair decreased their Q4 2025 earnings estimates for 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 of $0.19 per share 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 have also weighed in on BWIN. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $45.00 price objective (up from $39.00) on shares of The Baldwin Insurance Group in a report on Tuesday, April 8th. Wells Fargo & Company increased their price target on shares of The Baldwin Insurance Group from $33.00 to $34.00 and gave the stock an “underweight” rating in a report on Thursday, April 10th. BMO Capital Markets began coverage on shares of The Baldwin Insurance Group in a research note on Thursday, March 27th. They set an “outperform” rating and a $53.00 price objective for the company. Finally, Jefferies Financial Group increased their price objective on shares of The Baldwin Insurance Group from $41.00 to $42.00 and gave the stock a “hold” rating in a research note on Friday, April 11th. One analyst has rated the stock with a sell rating, two have issued a hold rating, four have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $45.29.

The Baldwin Insurance Group Stock Performance

Shares of BWIN stock opened at $38.50 on Monday. The business has a fifty day moving average of $41.91 and a 200 day moving average of $42.13. The Baldwin Insurance Group has a 1 year low of $31.47 and a 1 year high of $55.82. 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 firm has a market capitalization of $4.53 billion, a price-to-earnings ratio of -60.16, a price-to-earnings-growth ratio of 1.17 and a beta of 1.77.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Elevation Wealth Partners LLC acquired a new stake in shares of The Baldwin Insurance Group during the 4th quarter valued at about $32,000. Nisa Investment Advisors LLC acquired a new stake in The Baldwin Insurance Group in the 4th quarter valued at $33,000. TD Waterhouse Canada Inc. purchased a new stake in The Baldwin Insurance Group in the 4th quarter worth $36,000. Assetmark Inc. acquired a new position in The Baldwin Insurance Group during the fourth quarter worth $38,000. Finally, Premier Fund Managers Ltd purchased a new position in The Baldwin Insurance Group during the fourth quarter valued at $44,000. Institutional investors and hedge funds own 77.49% of the company’s stock.

Insider Buying and Selling at The Baldwin Insurance Group

In other news, General Counsel Seth Bala Cohen sold 12,293 shares of The Baldwin Insurance Group stock in a transaction that occurred on Thursday, February 27th. The shares were sold at an average price of $41.54, for a total transaction of $510,651.22. Following the completion of the transaction, the general counsel now directly owns 8,813 shares of the company’s stock, valued at $366,092.02. The trade was a 58.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Trevor Baldwin sold 15,902 shares of the business’s stock in a transaction on Friday, March 14th. The shares were sold at an average price of $39.33, for a total transaction of $625,425.66. Following the completion of the transaction, the chief executive officer now owns 13,302 shares of the company’s stock, valued at approximately $523,167.66. This represents a 54.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 131,836 shares of company stock valued at $5,330,639. 18.51% of the stock is owned by company insiders.

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.