BWIN

Baldwin Insurance Group

40.33 USD
-1.80
4.27%
At close Apr 21, 4:00 PM EDT
After hours
40.33
+0.00
0.00%
1 day
-4.27%
5 days
-6.73%
1 month
-8.11%
3 months
-2.35%
6 months
-24.48%
Year to date
8.21%
1 year
47.14%
5 years
331.80%
10 years
146.37%
 

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: 4,116

0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

33% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 63

2.69% more ownership

Funds ownership: 97.71% [Q3] → 100.41% (+2.69%) [Q4]

6% less funds holding

Funds holding: 218 [Q3] → 206 (-12) [Q4]

19% less capital invested

Capital invested by funds: $3.25B [Q3] → $2.63B (-$618M) [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

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$34
16%
downside
Avg. target
$44
8%
upside
High target
$53
31%
upside

4 analyst ratings

positive
25%
neutral
50%
negative
25%
Jefferies
Yaron Kinar
68% 1-year accuracy
13 / 19 met price target
4%upside
$42
Hold
Maintained
11 Apr 2025
Wells Fargo
Elyse Greenspan
57% 1-year accuracy
66 / 116 met price target
16%downside
$34
Underweight
Maintained
10 Apr 2025
JP Morgan
Pablo Singzon
100% 1-year accuracy
3 / 3 met price target
12%upside
$45
Neutral
Downgraded
8 Apr 2025
BMO Capital
Charlie Lederer
0% 1-year accuracy
0 / 2 met price target
31%upside
$53
Outperform
Initiated
27 Mar 2025

Financial journalist opinion

Based on 3 articles about BWIN published over the past 30 days

Positive
Zacks Investment Research
2 weeks ago
NNGRY or BWIN: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Insurance - Life Insurance sector might want to consider either NN Group NV Unsponsored ADR (NNGRY) or The Baldwin Insurance Group (BWIN). But which of these two companies is the best option for those looking for undervalued stocks?
NNGRY or BWIN: Which Is the Better Value Stock Right Now?
Neutral
Business Wire
2 weeks ago
The Baldwin Group to Report First Quarter 2025 Results on Tuesday, May 6, 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 first quarter 2025 financial results after the market closes on Tuesday, May 6, 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 minute.
The Baldwin Group to Report First Quarter 2025 Results on Tuesday, May 6, 2025
Neutral
Business Wire
3 weeks ago
The Baldwin Group Announces Signing of $110 Million Note Purchase Agreement in Connection with Launch of Debut Baldwin-Sponsored Reciprocal Insurance Exchange
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, in connection with the anticipated launch of its debut Baldwin-sponsored reciprocal insurance exchange, Builder Reciprocal Insurance Exchange (“BRIE”), BRIE has entered into a note purchase agreement to raise $110 million of surplus financing through the issuance of surplus debentures (the “Notes”). $95 million of the Notes will.
The Baldwin Group Announces Signing of $110 Million Note Purchase Agreement in Connection with Launch of Debut Baldwin-Sponsored Reciprocal Insurance Exchange
Neutral
Zacks Investment Research
1 month ago
NNGRY vs. BWIN: Which Stock Is the Better Value Option?
Investors looking for stocks in the Insurance - Life Insurance sector might want to consider either NN Group NV Unsponsored ADR (NNGRY) or The Baldwin Insurance Group (BWIN). But which of these two stocks presents investors with the better value opportunity right now?
NNGRY vs. BWIN: Which Stock Is the Better Value Option?
Positive
Zacks Investment Research
1 month ago
NNGRY vs. BWIN: Which Stock Should Value Investors Buy Now?
Investors interested in Insurance - Life Insurance stocks are likely familiar with NN Group NV Unsponsored ADR (NNGRY) and The Baldwin Insurance Group (BWIN). But which of these two stocks offers value investors a better bang for their buck right now?
NNGRY vs. BWIN: Which Stock Should Value Investors Buy Now?
Neutral
Zacks Investment Research
1 month ago
NNGRY or BWIN: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Insurance - Life Insurance sector have probably already heard of NN Group NV Unsponsored ADR (NNGRY) and The Baldwin Insurance Group (BWIN). But which of these two stocks offers value investors a better bang for their buck right now?
NNGRY or BWIN: Which Is the Better Value Stock Right Now?
Neutral
Seeking Alpha
1 month ago
The Baldwin Insurance Group, Inc. (BWIN) Q4 2024 Earnings Call Transcript
The Baldwin Insurance Group, Inc. (BWIN) Q4 2024 Earnings Call Transcript
The Baldwin Insurance Group, Inc. (BWIN) Q4 2024 Earnings Call Transcript
Positive
Zacks Investment Research
1 month ago
The Baldwin Insurance Group (BWIN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for The Baldwin Insurance Group (BWIN) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The Baldwin Insurance Group (BWIN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Positive
Zacks Investment Research
1 month ago
The Baldwin Insurance Group (BWIN) Surpasses Q4 Earnings and Revenue Estimates
The Baldwin Insurance Group (BWIN) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.14 per share a year ago.
The Baldwin Insurance Group (BWIN) Surpasses Q4 Earnings and Revenue Estimates
Neutral
Business Wire
1 month ago
The Baldwin Group Announces Fourth Quarter and Full Year 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 fourth quarter and full year ended December 31, 2024. FOURTH QUARTER 2024 HIGHLIGHTS Total revenue increased 16% year-over-year to $329.9 million Organic revenue growth of 19% year-.
The Baldwin Group Announces Fourth Quarter and Full Year 2024 Results
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