William Blair Reaffirms Market Perform Rating for Baldwin Insurance Group (NASDAQ:BWIN)

by · The Markets Daily

Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report)‘s stock had its “market perform” rating reaffirmed by investment analysts at William Blair in a report released on Monday, Benzinga reports.

Other research analysts also recently issued reports about the stock. Morgan Stanley set a $28.00 price target on shares of Baldwin Insurance Group in a research report on Monday, June 22nd. Keefe, Bruyette & Woods increased their price objective on shares of Baldwin Insurance Group from $26.00 to $31.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. TD Cowen reissued a “buy” rating on shares of Baldwin Insurance Group in a report on Monday, June 15th. Wells Fargo & Company lifted their target price on Baldwin Insurance Group from $27.00 to $28.00 and gave the company an “equal weight” rating in a research note on Monday, August 3rd. Finally, Weiss Ratings raised Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $30.33.

View Our Latest Stock Analysis on Baldwin Insurance Group

Baldwin Insurance Group Stock Up 7.9%

NASDAQ BWIN traded up $2.35 on Monday, hitting $32.00. 22,654,869 shares of the stock traded hands, compared to its average volume of 1,655,088. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 1.73. The stock has a 50-day moving average of $28.92 and a 200 day moving average of $24.20. Baldwin Insurance Group has a twelve month low of $15.88 and a twelve month high of $32.59. The company has a market capitalization of $4.46 billion, a P/E ratio of -30.77, a price-to-earnings-growth ratio of 0.96 and a beta of 1.03.

Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported $0.48 EPS for the quarter, topping the consensus estimate of $0.47 by $0.01. Baldwin Insurance Group had a positive return on equity of 12.67% and a negative net margin of 4.67%.The company had revenue of $492.94 million during the quarter, compared to analyst estimates of $492.33 million. During the same quarter last year, the firm earned $0.42 EPS. The business’s revenue was up 30.1% on a year-over-year basis. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. As a group, analysts expect that Baldwin Insurance Group will post 1.44 earnings per share for the current fiscal year.

Institutional Trading of Baldwin Insurance Group

A number of large investors have recently modified their holdings of BWIN. Integrated Wealth Concepts LLC bought a new stake in Baldwin Insurance Group in the 2nd quarter valued at about $25,000. EverSource Wealth Advisors LLC grew its position in Baldwin Insurance Group by 238.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,278 shares of the company’s stock worth $28,000 after purchasing an additional 900 shares during the last quarter. Larson Financial Group LLC increased its stake in shares of Baldwin Insurance Group by 666.5% in the fourth quarter. Larson Financial Group LLC now owns 1,211 shares of the company’s stock valued at $29,000 after purchasing an additional 1,053 shares during the period. Versant Capital Management Inc increased its stake in shares of Baldwin Insurance Group by 43.3% in the second quarter. Versant Capital Management Inc now owns 1,201 shares of the company’s stock valued at $32,000 after purchasing an additional 363 shares during the period. Finally, Wealth Preservation Advisors LLC bought a new stake in shares of Baldwin Insurance Group during the fourth quarter valued at approximately $46,000. Institutional investors and hedge funds own 77.49% of the company’s stock.

More Baldwin Insurance Group News

Here are the key news stories impacting Baldwin Insurance Group this week:

  • Positive Sentiment: The all-cash offer reduces exposure to market volatility and gives investors visibility into a potential exit value. The deal also follows strong operating momentum, with the company’s latest quarterly revenue rising 30.1% year over year and EPS exceeding analyst expectations. Baldwin Insurance Stock Rises on Take-Private Deal
  • Neutral Sentiment: Trading in BWIN was temporarily halted for pending news as reports of the transaction emerged. The proposed buyout could also renew investor interest in the broader insurance-brokerage sector. The Baldwin Group Buyout Could Reignite Momentum in the Insurance Brokerage Sector
  • Negative Sentiment: Shareholder-rights law firms Ademi LLP and Halper Sadeh LLC are investigating whether the $32.50 offer fairly values Baldwin, whether insiders receive disproportionate benefits, and whether deal terms restrict competing bids. Such reviews could create legal or timing uncertainty and may encourage shareholders to seek a higher offer. Ademi LLP Baldwin Shareholder Alert

About Baldwin Insurance Group

(Get Free Report)

The Baldwin Insurance Group, Inc, operating under The Baldwin Group brand and traded on Nasdaq under the symbol BWIN, is an independent insurance distribution and advisory company. It helps individuals, businesses and organizations assess risks and obtain insurance coverage through a network of retail brokerage, wholesale brokerage, managing general agency and related insurance businesses.

The company offers commercial and personal property and casualty insurance, employee benefits, risk management and specialty insurance solutions.

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