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 6,823 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
285% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 13
44% more capital invested
Capital invested by funds: $2.3B [Q2] → $3.31B (+$1.01B) [Q3]
19% more funds holding
Funds holding: 182 [Q2] → 217 (+35) [Q3]
1.7% more ownership
Funds ownership: 97.87% [Q2] → 99.57% (+1.7%) [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]
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
$38
8%
downside
Avg. target
$44
8%
upside
High target
$49
19%
upside
3 analyst ratings
2 positive
67%
0 neutral
0%
1 negative
33%
Wells Fargo Elyse Greenspan 67% 1-year accuracy 70 / 105 met price target | 8%downside $38 | Underweight Maintained | 14 Jan 2025 |
Keefe, Bruyette & Woods Meyer Shields 64% 1-year accuracy 68 / 106 met price target | 19%upside $49 | Outperform Maintained | 10 Jan 2025 |
JP Morgan Jimmy Bhullar 51% 1-year accuracy 19 / 37 met price target | 12%upside $46 | Overweight Maintained | 3 Jan 2025 |
Financial journalist opinion
Neutral
Business Wire
6 days 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
1 month 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 month 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
1 month 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
2 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
2 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
2 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
2 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.
Neutral
Business Wire
2 months 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
2 months 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
Charts implemented using Lightweight Charts™