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 7,139 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
25% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 64
0.71% more ownership
Funds ownership: 99.57% [Q3] → 100.28% (+0.71%) [Q4]
6% less funds holding
Funds holding: 218 [Q3] → 204 (-14) [Q4]
21% less capital invested
Capital invested by funds: $3.31B [Q3] → $2.63B (-$681M) [Q4]
24% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 37
40% less call options, than puts
Call options by funds: $3.36M | Put options by funds: $5.57M
75% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 1 (-3) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
3%
downside
Avg. target
$44
13%
upside
High target
$49
25%
upside
3 analyst ratings
2 positive
67%
0 neutral
0%
1 negative
33%
Wells Fargo Elyse Greenspan 68% 1-year accuracy 77 / 114 met price target | 3%downside $38 | Underweight Maintained | 14 Jan 2025 |
Keefe, Bruyette & Woods Meyer Shields 62% 1-year accuracy 69 / 112 met price target | 25%upside $49 | Outperform Maintained | 10 Jan 2025 |
JP Morgan Jimmy Bhullar 66% 1-year accuracy 23 / 35 met price target | 17%upside $46 | Overweight Maintained | 3 Jan 2025 |
Financial journalist opinion
Neutral
Business Wire
1 day ago
The Baldwin Group to Participate in the Raymond James Institutional Investor Conference
TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN) announced today that Trevor Baldwin, Chief Executive Officer, and Brad Hale, Chief Financial Officer, will be presenting at the Raymond James Institutional Investor Conference on Monday, March 3, 2025 at 11:35 am Eastern Time. A link to the live webcast of the presentation will be accessible in the investor relations section of the Company's website a.
Positive
Seeking Alpha
3 weeks ago
Baron Small Cap Fund: Q4 2024 Top Contributors And Detractors
Vertiv Holdings Co. excels with strong AI-related data center demand, projecting 16%-18% organic revenue growth for 2025, and increased profit margins. Chart Industries, Inc. shows robust fundamentals with record revenue and margins, expecting 12% revenue and 18% EBITDA growth in 2025. Intapp, Inc. benefits from strong quarterly results, 17% revenue growth, and a record pipeline, driven by AI product demand and favorable M&A activity.
Neutral
Business Wire
1 month ago
The Baldwin Group to Report Fourth Quarter 2024 Results on Tuesday, February 25, 2025
TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), announced today that it will report its fourth quarter 2024 financial results after the market closes on Tuesday, February 25, 2025. The Company will hold a conference call to discuss results at 5:00 PM ET on that day. The dial-in number for the conference call is (877) 451-6152 (toll-free) or (201) 389-0879 (international). Please dial the number 10.
Positive
Zacks Investment Research
2 months 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
2 months 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 months 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
3 months 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
3 months 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
3 months 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
3 months 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.
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