BWIN
Baldwin Insurance GroupBWIN
BWIN
About: The Baldwin Insurance Group Inc is a United States-based insurance distribution firm. Its products include Business Insurance, Benefits Consulting, Reinsurance, Specialty MGA, Embedded Insurance., Personal insurance, etc.
Employees: 3,927
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
233% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 15
42% more capital invested
Capital invested by funds: $2.29B [Q2] → $3.25B (+$954M) [Q3]
19% more funds holding
Funds holding: 182 [Q2] → 217 (+35) [Q3]
4% more call options, than puts
Call options by funds: $8.82M | Put options by funds: $8.52M
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
0.06% less ownership
Funds ownership: 97.78% [Q2] → 97.72% (-0.06%) [Q3]
20% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 76
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$41
3%
upside
Avg. target
$47
18%
upside
High target
$54
36%
upside
3 analyst ratings
1 positive
33%
1 neutral
33%
1 negative
33%
Wells Fargo Elyse Greenspan 57% 1-year accuracy 52 / 91 met price target | 3%upside $41 | Underweight Downgraded | 11 Dec 2024 |
JP Morgan Jimmy Bhullar 55% 1-year accuracy 18 / 33 met price target | 36%upside $54 | Overweight Maintained | 10 Oct 2024 |
Jefferies Yaron Kinar 50% 1-year accuracy 8 / 16 met price target | 16%upside $46 | Hold Maintained | 9 Oct 2024 |
Financial journalist opinion
Based on 3 articles about BWIN published over the past 30 days
Positive
Zacks Investment Research
22 hours ago
LNC or BWIN: Which Is the Better Value Stock Right Now?
Investors interested in Insurance - Life Insurance stocks are likely familiar with Lincoln National (LNC) and The Baldwin Insurance Group (BWIN). But which of these two stocks is more attractive to value investors?
Neutral
Business Wire
1 week ago
The Baldwin Group Announces (I) Successful Repricing for $837.9 Million Term Loan Facility and (II) Pricing of $100 Million Incremental Term Loan B Add-On
TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin,” “we” or “our”) (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial Clients, today announced that its subsidiary, The Baldwin Insurance Group Holdings, LLC (“Baldwin Holdings”), successfully received commitments from lenders to (i) reprice its existing $837.9 million senior secured first lien te.
Positive
Zacks Investment Research
2 weeks ago
LNC vs. BWIN: Which Stock Is the Better Value Option?
Investors with an interest in Insurance - Life Insurance stocks have likely encountered both Lincoln National (LNC) and The Baldwin Insurance Group (BWIN). But which of these two stocks presents investors with the better value opportunity right now?
Positive
Zacks Investment Research
1 month ago
LNC vs. BWIN: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Insurance - Life Insurance sector might want to consider either Lincoln National (LNC) or The Baldwin Insurance Group (BWIN). But which of these two stocks is more attractive to value investors?
Neutral
Seeking Alpha
1 month ago
The Baldwin Insurance Group, Inc. (BWIN) Q3 2024 Earnings Call Transcript
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN ) Q3 2024 Earnings Conference Call November 4, 2024 5:00 PM ET Company Participants Bonnie Bishop - Executive Director, IR Trevor Baldwin - CEO Brad Hale - CFO Conference Call Participants Tommy McJoynt - KBW Hristian Getsov - Wells Fargo Gregory Peters - Raymond James Pablo Singzon - JP Morgan Operator Greetings, and welcome to The Baldwin Group Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
The Baldwin Insurance Group (BWIN) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for The Baldwin Insurance Group (BWIN) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Negative
Zacks Investment Research
1 month ago
The Baldwin Insurance Group (BWIN) Q3 Earnings and Revenues Lag Estimates
The Baldwin Insurance Group (BWIN) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.29 per share a year ago.
Neutral
Business Wire
1 month ago
The Baldwin Group Announces Third Quarter 2024 Results
TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial Clients, today announced its results for the third quarter ended September 30, 2024. THIRD QUARTER 2024 HIGHLIGHTS Total revenue increased 11% year-over-year to $338.9 million Organic revenue growth of 14% year-over-year GAAP.
Neutral
GlobeNewsWire
1 month ago
The Baldwin Insurance Group, Inc. Investors: Company Investigated by the Portnoy Law Firm
Investors can contact the law firm at no cost to learn more about recovering their losses
Neutral
Business Wire
1 month ago
Johnson Fistel, LLP Announces Investigation into Baldwin Insurance Group, Inc. Following Damaging Short Report
SAN DIEGO--(BUSINESS WIRE)--Prominent shareholder rights law firm, Johnson Fistel, LLP, has initiated an investigation into potential securities law violations by The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) (“Baldwin”), and its executive officers. This action comes in the wake of a critical analysis by Blue Orca Capital, which publicized concerns about Baldwin's financial reporting integrity. The Blue Orca report, released earlier today, alleges that Baldwin has engaged in "questionable fi.
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