Raymond James Financial Upgrades Baldwin Insurance Group (NASDAQ:BWIN) to “Strong-Buy”

Baldwin Insurance Group (NASDAQ:BWIN) was upgraded by analysts at Raymond James Financial from an “outperform” rating to a “strong-buy” rating in a note issued to investors on Friday. The brokerage currently has a $30.00 price target on the stock. Raymond James Financial’s target price would indicate a potential upside of 62.25% from the stock’s previous close.

A number of other analysts have also recently weighed in on the company. Wells Fargo & Company raised their price objective on Baldwin Insurance Group from $25.00 to $27.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. BMO Capital Markets lowered their price target on Baldwin Insurance Group from $34.00 to $33.00 and set a “market perform” rating for the company in a research report on Thursday, December 4th. Jefferies Financial Group reissued a “hold” rating and issued a $28.00 price objective on shares of Baldwin Insurance Group in a report on Monday, December 15th. UBS Group decreased their target price on shares of Baldwin Insurance Group from $52.00 to $47.00 and set a “buy” rating for the company in a research report on Monday, November 10th. Finally, Wall Street Zen upgraded Baldwin Insurance Group from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Baldwin Insurance Group presently has a consensus rating of “Hold” and an average target price of $32.17.

Baldwin Insurance Group Stock Up 9.1%

Shares of BWIN stock opened at $18.49 on Friday. The company’s fifty day moving average price is $22.27 and its 200-day moving average price is $25.95. Baldwin Insurance Group has a one year low of $15.88 and a one year high of $47.15. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.15 and a quick ratio of 1.15. The company has a market capitalization of $2.19 billion, a price-to-earnings ratio of -43.00, a PEG ratio of 0.62 and a beta of 1.33.

Baldwin Insurance Group (NASDAQ:BWIN) last posted its earnings results on Thursday, February 26th. The company reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.29 by $0.02. Baldwin Insurance Group had a negative net margin of 1.89% and a positive return on equity of 12.65%. The firm had revenue of $347.28 million for the quarter, compared to the consensus estimate of $351.75 million. During the same period in the previous year, the firm posted $0.27 EPS. The business’s quarterly revenue was up 5.3% on a year-over-year basis. Sell-side analysts expect that Baldwin Insurance Group will post 1.01 EPS for the current fiscal year.

Insider Transactions at Baldwin Insurance Group

In related news, insider James Morgan Roche sold 100,000 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $24.20, for a total value of $2,420,000.00. Following the transaction, the insider owned 122,113 shares of the company’s stock, valued at $2,955,134.60. This represents a 45.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders have sold a total of 255,000 shares of company stock valued at $6,119,000 in the last ninety days. 18.51% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of BWIN. MTM Investment Management LLC purchased a new position in Baldwin Insurance Group in the 2nd quarter valued at $30,000. Larson Financial Group LLC raised its position in Baldwin Insurance Group by 666.5% in the fourth quarter. Larson Financial Group LLC now owns 1,211 shares of the company’s stock worth $29,000 after acquiring an additional 1,053 shares in the last quarter. Dorato Capital Management purchased a new stake in shares of Baldwin Insurance Group during the 4th quarter worth $35,000. Elevation Point Wealth Partners LLC acquired a new position in shares of Baldwin Insurance Group during the 2nd quarter worth $58,000. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Baldwin Insurance Group during the third quarter worth about $39,000. 77.49% of the stock is currently owned by hedge funds and other institutional investors.

Baldwin Insurance Group News Summary

Here are the key news stories impacting Baldwin Insurance Group this week:

• Positive Sentiment: TD Cowen initiated coverage with a “buy” rating, providing independent analyst support and new institutional visibility that often boosts demand for mid‑cap names. Baldwin Insurance Group (NASDAQ:BWIN) Coverage Initiated at TD Cowen
• Positive Sentiment: The board authorized up to $250 million for share repurchases — a sizable buyback that can reduce float, support EPS and signal management confidence in the business. The Baldwin Group Announces Fourth Quarter and Full Year 2025 Results and $250 Million Share Repurchase Program
• Positive Sentiment: Strategic partnership with Fairway Independent Mortgage expands referral channels into mortgage origination flows, which could drive personal‑lines growth and cross‑sell opportunities. The Baldwin Group Announces Strategic Partnership With Fairway Independent Mortgage Corporation
• Positive Sentiment: Q4 2025 results: EPS of $0.31 beat consensus ($0.29) and EPS rose vs. prior year; management highlighted strength in the UCTS segment, supporting near‑term profitability narratives. The Baldwin Insurance Group Inc (BWIN) Q4 2025 Earnings Call Highlights: Strong UCTS Segment …
• Neutral Sentiment: Valuation commentary and analyst writeups are circulating as investors re‑price the stock post‑results; these pieces analyze value after the buyback and partnership announcements and may influence longer‑term sentiment. A Look At Baldwin Insurance Group (BWIN) Valuation After Fairway Home Insurance Partnership News
• Neutral Sentiment: Zacks and other outlets summarized the quarter and metrics vs. estimates — useful context for investors but largely reiterative of the beat and revenue details. The Baldwin Insurance Group (BWIN) Surpasses Q4 Earnings Estimates
• Negative Sentiment: Revenue for the quarter missed consensus modestly ($347.3M vs. $351.8M) and the company still shows a negative net margin (-1.89%) and elevated leverage (debt/equity ~1.45), which are risks that could cap upside if margins or top‑line growth disappoint. Baldwin Insurance Group Earnings and Press Release (MarketBeat)

Baldwin Insurance Group Company Profile

Baldwin Insurance Group, Inc (NASDAQ: BWIN) is a specialty insurance and surety firm that underwrites contract bonds, commercial insurance policies and related risk-management services. Its core offerings include contract and commercial surety, which provide performance and payment guarantees to obligees in construction, service and public-sector projects. In addition, the company delivers complementary commercial lines coverages designed to mitigate liability, property and workers’ compensation exposures.

Through a network of regional agency offices primarily across the Midwestern United States, Baldwin Insurance Group serves contractors, developers, small and mid-sized businesses as well as municipal and public-sector clients.