BWIN
The Baldwin Insurance Group, Inc. NASDAQ Listed Oct 24, 2019$20.24
+16.79%
vs $17.33
Mkt Cap $1.4B
52w Low $16.50
13.3% of range
52w High $44.54
50d MA $21.09
200d MA $23.61
P/E (TTM)
-40.5x
EV/EBITDA
14.9x
P/B
1.3x
Debt/Equity
3.0x
ROE
-5.6%
P/FCF
-19.9x
RSI (14)
54.00
ATR (14)
$1.19
Beta
1.30
50d MA
$21.09
200d MA
$23.61
Avg Volume
1.6M
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
4211 W. Boy Scout Blvd. · Tampa, FL 33607 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 4, 2026 | AMC | 0.64 | 0.63 | -1.6% | 21.97 | +9.0% | -3.2% | -3.2% | +1.9% | -3.8% | -0.1% | — |
| Feb 26, 2026 | AMC | 0.29 | 0.31 | +6.9% | 18.49 | +9.1% | +25.6% | -0.2% | -3.9% | -1.1% | +0.9% | — |
| Nov 4, 2025 | AMC | 0.30 | 0.31 | +3.3% | 23.01 | +6.0% | +10.0% | +1.9% | +4.2% | -1.5% | +3.6% | — |
| Aug 5, 2025 | AMC | 0.41 | 0.42 | +2.4% | 36.46 | -7.8% | -16.6% | +1.1% | +5.0% | -2.1% | +3.8% | — |
| May 6, 2025 | AMC | 0.65 | 0.65 | +0.0% | 40.91 | -6.0% | -4.2% | +0.5% | -1.4% | +1.4% | -2.2% | — |
| Feb 25, 2025 | AMC | 0.27 | 0.27 | +0.0% | 39.86 | -0.9% | +1.9% | -1.6% | +2.9% | -4.8% | +3.3% | — |
| Nov 4, 2024 | AMC | 0.34 | 0.33 | -2.9% | 46.17 | -18.5% | -11.9% | +10.0% | +1.1% | +1.9% | +6.2% | — |
| Aug 6, 2024 | AMC | 0.33 | 0.34 | +3.0% | 41.50 | +6.6% | +2.4% | -1.2% | -0.3% | -0.9% | -0.8% | — |
| May 7, 2024 | AMC | 0.52 | 0.56 | +7.7% | — | — | — | — | — | — | — | — |
| Mar 4, 2024 | AMC | 0.11 | 0.14 | +27.3% | — | — | — | — | — | — | — | — |
| Sep 30, 2023 | AMC | 0.27 | -0.29 | -206.0% | — | — | — | — | — | — | — | — |
| Jun 30, 2023 | AMC | 0.27 | -0.40 | -248.3% | — | — | — | — | — | — | — | — |
| Mar 31, 2023 | AMC | 0.41 | -0.24 | -159.4% | — | — | — | — | — | — | — | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 14 | BofA Securities | Maintains | Buy → Buy | — | $22.12 | $22.12 | +0.0% | +0.6% | +2.6% | +5.3% | +4.2% | +3.1% |
| Apr 9 | JP Morgan | Maintains | Neutral → Neutral | — | $22.76 | $22.26 | -2.2% | -3.6% | -2.5% | +3.4% | +0.6% | +2.6% |
| Apr 9 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $22.76 | $22.26 | -2.2% | -3.6% | -2.5% | +3.4% | +0.6% | +2.6% |
| Apr 7 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $22.13 | $22.13 | +0.0% | -2.8% | +5.8% | -3.6% | -2.5% | +3.4% |
| Mar 9 | UBS | Maintains | Buy → Buy | — | $21.03 | $21.03 | +0.0% | -4.9% | +4.3% | -1.7% | +1.5% | +1.2% |
| Feb 27 | Raymond James | Upgrade | Outperform → Strong Buy | — | $18.49 | $20.17 | +9.1% | +25.6% | -0.2% | -3.9% | -1.1% | +0.9% |
| Feb 27 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $18.49 | $20.17 | +9.1% | +25.6% | -0.2% | -3.9% | -1.1% | +0.9% |
| Jan 13 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $25.81 | $25.98 | +0.7% | -1.3% | +4.4% | -1.6% | +1.8% | -1.4% |
| Jan 7 | JP Morgan | Maintains | Neutral → Neutral | — | $24.93 | $24.97 | +0.2% | -0.3% | +5.4% | -0.6% | -0.9% | -1.3% |
| Dec 12 | Wells Fargo | Upgrade | Underweight → Equal Weight | — | $23.30 | $24.24 | +4.0% | +3.3% | -1.7% | -5.6% | +1.9% | +4.9% |
| Dec 5 | Wells Fargo | Maintains | Underweight → Underweight | — | $25.90 | $25.96 | +0.2% | -3.3% | -9.1% | -2.5% | +0.5% | +4.4% |
| Dec 4 | BMO Capital | Maintains | Market Perform → Market Perform | — | $25.99 | $26.01 | +0.1% | -0.3% | -3.3% | -9.1% | -2.5% | +0.5% |
| Nov 11 | BMO Capital | Maintains | Market Perform → Market Perform | — | $26.48 | $26.96 | +1.8% | +3.6% | +1.5% | -0.1% | -1.5% | +2.2% |
| Nov 10 | UBS | Maintains | Buy → Buy | — | $26.87 | $26.54 | -1.2% | -1.5% | +3.6% | +1.5% | -0.1% | -1.5% |
| Nov 5 | Wells Fargo | Maintains | Underweight → Underweight | — | $23.01 | $24.40 | +6.0% | +10.0% | +1.9% | +4.2% | -1.5% | +3.6% |
| Oct 13 | BMO Capital | Downgrade | Outperform → Market Perform | — | $28.73 | $28.17 | -1.9% | -5.7% | +0.4% | -3.3% | -9.8% | -2.5% |
| Oct 9 | JP Morgan | Maintains | Neutral → Neutral | — | $28.95 | $28.95 | +0.0% | +0.3% | -1.1% | -5.7% | +0.4% | -3.3% |
| Oct 8 | Wells Fargo | Maintains | Underweight → Underweight | — | $28.96 | $29.18 | +0.8% | -0.0% | +0.3% | -1.1% | -5.7% | +0.4% |
| Aug 7 | Raymond James | Downgrade | Strong Buy → Outperform | — | $30.39 | $30.34 | -0.2% | +1.1% | +5.0% | -2.1% | +3.8% | +4.3% |
| Jul 10 | Wells Fargo | Maintains | Underweight → Underweight | — | $40.17 | $40.17 | +0.0% | +2.7% | -1.2% | +1.3% | -0.3% | +3.6% |
| Jun 13 | BMO Capital | Maintains | Outperform → Outperform | — | $39.37 | $38.71 | -1.7% | -0.6% | -1.0% | -2.0% | +3.8% | +1.4% |
| Apr 11 | Jefferies | Maintains | Hold → Hold | — | $41.73 | $41.69 | -0.1% | +1.7% | +2.3% | -0.9% | -0.7% | -1.5% |
| Apr 10 | Wells Fargo | Maintains | Underweight → Underweight | — | $42.44 | $41.47 | -2.3% | -1.7% | +1.7% | +2.3% | -0.9% | -0.7% |
| Apr 8 | JP Morgan | Downgrade | Overweight → Neutral | — | $41.22 | $41.37 | +0.4% | -6.8% | +10.5% | -1.7% | +1.7% | +2.3% |
| Feb 26 | Wells Fargo | Maintains | Underweight → Underweight | — | $39.86 | $39.50 | -0.9% | +1.9% | -1.6% | +2.9% | -4.8% | +3.3% |
| Feb 26 | JP Morgan | Maintains | Overweight → Overweight | — | $39.86 | $39.50 | -0.9% | +1.9% | -1.6% | +2.9% | -4.8% | +3.3% |
| Jan 14 | Wells Fargo | Maintains | Underweight → Underweight | — | $36.41 | $36.50 | +0.2% | +3.9% | +4.7% | +3.2% | +0.9% | +0.2% |
| Jan 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $36.44 | $35.26 | -3.2% | -2.0% | +1.9% | +3.9% | +4.7% | +3.2% |
| Jan 3 | JP Morgan | Maintains | Overweight → Overweight | — | $37.27 | $38.14 | +2.3% | +2.3% | -2.3% | -1.9% | -0.3% | -2.0% |
| Dec 11 | Wells Fargo | Downgrade | Equal Weight → Underweight | — | $42.91 | $42.35 | -1.3% | -0.1% | -2.5% | -2.0% | +1.0% | -1.9% |
| Nov 5 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $46.17 | $37.61 | -18.5% | -11.9% | +10.0% | +1.1% | +1.9% | +6.2% |
| Oct 17 | William Blair | Upgrade | Market Perform → Outperform | — | $52.90 | $53.99 | +2.1% | +4.5% | -0.9% | -2.5% | -2.4% | -0.5% |
| Oct 10 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $51.49 | $51.78 | +0.6% | +0.1% | +0.2% | +1.2% | +0.6% | +0.6% |
| Oct 10 | JP Morgan | Maintains | Overweight → Overweight | — | $51.49 | $51.78 | +0.6% | +0.1% | +0.2% | +1.2% | +0.6% | +0.6% |
| Oct 9 | Jefferies | Maintains | Hold → Hold | — | $50.58 | $50.54 | -0.1% | +1.8% | +0.1% | +0.2% | +1.2% | +0.6% |
| Aug 13 | UBS | Maintains | Buy → Buy | — | $41.50 | $41.92 | +1.0% | -0.8% | -0.6% | +1.4% | +1.9% | +2.5% |
| Aug 7 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $41.50 | $44.23 | +6.6% | +2.4% | -1.2% | -0.3% | -0.9% | -0.8% |
| Aug 7 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $41.50 | $44.23 | +6.6% | +2.4% | -1.2% | -0.3% | -0.9% | -0.8% |
| Jul 11 | JP Morgan | Maintains | Overweight → Overweight | — | $36.78 | $37.77 | +2.7% | +4.7% | +2.0% | +2.0% | +1.3% | +0.8% |
| Jul 9 | UBS | Maintains | Buy → Buy | — | $36.42 | $36.96 | +1.5% | +0.4% | +0.6% | +4.7% | +2.0% | +2.0% |
| Jun 28 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $35.01 | $35.41 | +1.1% | +1.3% | +2.3% | -0.5% | -0.9% | +1.8% |
| May 22 | Raymond James | Maintains | Strong Buy → Strong Buy | — | $35.19 | $34.94 | -0.7% | -3.4% | -1.7% | +0.8% | +1.9% | +1.4% |
| May 14 | UBS | Maintains | Buy → Buy | — | $30.07 | $30.22 | +0.5% | +1.4% | -2.1% | +8.9% | +0.5% | +4.0% |
| Apr 11 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | — | — | — | — | — | — | — | — |
| Apr 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | — | — | — | — | — | — | — | — |
| Apr 8 | JP Morgan | Upgrade | Neutral → Overweight | — | — | — | — | — | — | — | — | — |
| Feb 29 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | — | — | — | — | — | — | — | — |
| Feb 29 | BofA Securities | Maintains | Buy → Buy | — | — | — | — | — | — | — | — | — |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 14, 2026 | Cohen Seth BalaOff | General Counsel | Sell | 15,000 | $20.01 | $300K | 14,024 | +4.30% | -3.49% |
8-K · 5.02
!!! Very High
The Baldwin Insurance Group, Inc. -- 8-K 5.02: Executive Change
Baldwin Insurance Group appointed Johnathan Daniel as interim Chief Accounting Officer, indicating a leadership transition in its accounting function that investors should monitor for potential financial reporting implications.
Jun 4
8-K
The Baldwin Insurance Group, Inc. -- 8-K Filing
Baldwin Insurance Group (BWIN) authorized a $250 million share repurchase program while guiding to 8% revenue growth and $1.67 adjusted EPS for 2025, signaling management confidence despite a reported net loss.
Feb 26
Institutional (13F) — Top 0
All ↗
No 13F holders found.
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$1.38B
Enterprise Value
$2.92B
P/E (TTM)
-40.48x
Forward P/E
10.10x
PEG Ratio
-1.71x
P/B
1.27x
P/S
0.91x
P/FCF
-19.94x
EV/EBITDA
14.86x
Shares Out
67.9M
Financials (TTM)
Revenue
$1.50B
Net Income
-$33.8M
EBITDA
$196.8M
Free Cash Flow
-$68.9M
Op Cash Flow
-$29.4M
EPS Basic
$-0.50
EPS Diluted
$-0.50
EPS Forward
$2.00
Gross Margin
12.8%
Op Margin
7.3%
Net Margin
-2.2%
Balance Sheet
Total Assets
$3.86B
Total Liab.
$2.78B
Total Equity
$1.08B
Cash
$123.7M
LT Debt
$1.67B
Book Value/Sh
$15.96
Debt/Equity
2.95x
Current Ratio
1.16
Quick Ratio
1.16
Returns & Growth
ROE
-5.6%
ROA
-0.9%
ROIC
3.8%
Rev Growth YoY
+9.3%
EPS Growth YoY
-28.2%
Price Returns
2W
-2.0%
1M
-14.5%
3M
-16.4%
6M
-31.9%
12M
-49.6%
Technicals
52W High
$44.54
52W Low
$16.50
50d MA
$21.09
200d MA
$23.61
RSI (14)
54.00
ATR (14)
$1.19
Beta
1.30
Avg Volume
1.6M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$28.75
High
$40.00
Low
$20.00
Median
$27.50
Data updated apr 24, 2026 11:21pm
· Source: financialmodelingprep.com