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: 4,116
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
30% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 64
0.84% more ownership
Funds ownership: 99.56% [Q3] → 100.41% (+0.84%) [Q4]
6% less funds holding
Funds holding: 218 [Q3] → 206 (-12) [Q4]
21% less capital invested
Capital invested by funds: $3.31B [Q3] → $2.63B (-$679M) [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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$33
25%
downside
Avg. target
$44
0%
upside
High target
$53
21%
upside
5 analyst ratings
4 positive
80%
0 neutral
0%
1 negative
20%
BMO Capital Charlie Lederer 0% 1-year accuracy 0 / 2 met price target | 21%upside $53 | Outperform Initiated | 27 Mar 2025 |
JP Morgan Pablo Singzon 100% 1-year accuracy 3 / 3 met price target | 11%downside $39 | Overweight Maintained | 26 Feb 2025 |
Wells Fargo Elyse Greenspan 65% 1-year accuracy 77 / 119 met price target | 25%downside $33 | Underweight Maintained | 26 Feb 2025 |
Keefe, Bruyette & Woods Meyer Shields 77% 1-year accuracy 86 / 111 met price target | 12%upside $49 | Outperform Maintained | 10 Jan 2025 |
JP Morgan Jimmy Bhullar 62% 1-year accuracy 21 / 34 met price target | 5%upside $46 | Overweight Maintained | 3 Jan 2025 |
Financial journalist opinion
Based on 3 articles about BWIN published over the past 30 days
Neutral
Business Wire
6 days 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.
Neutral
Zacks Investment Research
2 weeks 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?
Positive
Zacks Investment Research
2 weeks 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?
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?
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
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.
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.
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-.
Neutral
Zacks Investment Research
1 month ago
Stay Ahead of the Game With The Baldwin Insurance Group (BWIN) Q4 Earnings: Wall Street's Insights on Key Metrics
Get a deeper insight into the potential performance of The Baldwin Insurance Group (BWIN) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Neutral
Business Wire
1 month 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.
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