Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Baldwin Insurance Group, Inc. (NASDAQ:BWIN) has earned a consensus recommendation of “Moderate Buy” from the twelve research firms that are currently covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, five have given a hold recommendation, five have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year target price among brokers that have issued a report on the stock in the last year is $31.1667.

A number of equities analysts have recently issued reports on BWIN shares. William Blair restated a “market perform” rating on shares of Baldwin Insurance Group in a research report on Monday. UBS Group raised their price target on shares of Baldwin Insurance Group from $35.00 to $37.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. Wells Fargo & Company boosted their price target on shares of Baldwin Insurance Group from $27.00 to $28.00 and gave the stock an “equal weight” rating in a research report on Monday, August 3rd. Weiss Ratings upgraded shares of Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, July 8th. Finally, BMO Capital Markets lifted their target price on shares of Baldwin Insurance Group from $26.00 to $32.50 and gave the stock a “market perform” rating in a research note on Tuesday.

Baldwin Insurance Group Stock Performance

NASDAQ BWIN opened at $32.49 on Wednesday. The company has a market capitalization of $4.53 billion, a price-to-earnings ratio of -31.24, a PEG ratio of 1.03 and a beta of 1.03. Baldwin Insurance Group has a twelve month low of $15.88 and a twelve month high of $32.71. The stock has a fifty day simple moving average of $29.12 and a 200 day simple moving average of $24.42. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 1.73.

Baldwin Insurance Group (NASDAQ:BWIN) last announced its earnings results on Thursday, July 30th. The company reported $0.48 EPS for the quarter, topping the consensus estimate of $0.47 by $0.01. Baldwin Insurance Group had a positive return on equity of 12.67% and a negative net margin of 4.67%.The firm had revenue of $492.94 million for the quarter, compared to the consensus estimate of $492.33 million. During the same period in the previous year, the business earned $0.42 EPS. The business’s quarterly revenue was up 30.1% compared to the same quarter last year. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. Sell-side analysts expect that Baldwin Insurance Group will post 1.44 EPS for the current year.

Baldwin Insurance Group News Roundup

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

• Positive Sentiment: Sequence Holdings and Dell’s family office agreed to acquire Baldwin in an all-cash deal valued at about $7.7 billion. The $32.50-per-share offer is the primary catalyst for investor demand and limits the stock’s near-term upside to the offer price unless a competing bid emerges. Baldwin Group to Be Taken Private by Dell Family Office, Sequence in $7.7 Billion Deal
• Positive Sentiment: Call-option volume surged to 4,579 contracts, roughly 1,051% above average, indicating substantial speculative interest following the take-private announcement. While options activity does not guarantee further gains, it highlights the market’s reaction to the deal.
• Neutral Sentiment: BMO Capital Markets raised its price target to $32.50 and assigned a “Market Perform” rating, effectively aligning its valuation with the proposed transaction price. BMO Capital Markets Baldwin Insurance Group analyst action
• Neutral Sentiment: William Blair downgraded Baldwin from “Outperform” to “Market Perform,” reflecting limited upside after the shares approached the $32.50 offer price rather than a deterioration in the company’s operating outlook. William Blair Downgrades Baldwin Insurance Group to Market Perform From Outperform
• Negative Sentiment: Several investor-rights law firms, including Wohl & Fruchter, Ademi and Halper Sadeh, are investigating whether the proposed price, insider benefits and sale process fairly protect shareholders. These reviews could create uncertainty, delay completion or encourage demands for a higher offer, although they do not currently change the announced transaction terms. Wohl and Fruchter Baldwin Insurance Group investigation

Institutional Trading of Baldwin Insurance Group

Large investors have recently bought and sold shares of the business. William Blair Investment Management LLC lifted its stake in shares of Baldwin Insurance Group by 47.8% in the 4th quarter. William Blair Investment Management LLC now owns 7,543,813 shares of the company’s stock valued at $181,278,000 after purchasing an additional 2,439,118 shares during the period. Capital International Investors grew its stake in Baldwin Insurance Group by 15.0% during the fourth quarter. Capital International Investors now owns 3,618,132 shares of the company’s stock worth $86,944,000 after purchasing an additional 472,703 shares during the period. Bank of New York Mellon Corp increased its holdings in Baldwin Insurance Group by 36.3% in the first quarter. Bank of New York Mellon Corp now owns 3,918,087 shares of the company’s stock worth $85,963,000 after purchasing an additional 1,044,200 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its holdings in Baldwin Insurance Group by 11,089.9% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,717,538 shares of the company’s stock worth $37,683,000 after purchasing an additional 1,702,189 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in Baldwin Insurance Group by 16.8% in the first quarter. Dimensional Fund Advisors LP now owns 1,333,871 shares of the company’s stock valued at $29,265,000 after buying an additional 191,482 shares during the period. 77.49% of the stock is currently owned by institutional investors and hedge funds.

Baldwin Insurance Group Company Profile

The Baldwin Insurance Group, Inc, operating under The Baldwin Group brand and traded on Nasdaq under the symbol BWIN, is an independent insurance distribution and advisory company. It helps individuals, businesses and organizations assess risks and obtain insurance coverage through a network of retail brokerage, wholesale brokerage, managing general agency and related insurance businesses.

The company offers commercial and personal property and casualty insurance, employee benefits, risk management and specialty insurance solutions.