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Screen

BWIN

QT69The Baldwin Insurance Group, Inc.
NASDAQ·Financial Services·Insurance - Brokers·USA
Latest market price
20.24
+2.91+16.79%
OverviewShort InterestFilings
BWINQT69The Baldwin Insurance Group, Inc.·NASDAQ
OverviewShort InterestFilings
20.24+16.79%
TA
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MRSH-1.10%$162.41AON-2.74%$317.74AJG-0.94%$214.06WTW-1.86%$255.20BRO+0.10%$59.10ERIE-0.23%$221.14CRVL+0.67%$58.53ARX-0.99%$12.99
Snapshot
Index-P/E-EPS (ttm)-0.66
Insider Own25.61%
Shs Outstand142.57M
Perf Week9.58%
Market Cap1.30BForward P/E8.03EPS next Y2.52Insider Trans-0.14%Shs Float-Perf Month1.91%
Enterprise Value3.72BPEG0.43EPS next Q0.46Inst Own-Short Float-Perf Quarter-4.17%
Income-49175393.00P/S0.80EPS this Y405.03%Inst Trans-Short Ratio-Perf Half Y-9.40%
Sales1.62BP/B1.24EPS next Y25.17%ROA-0.76%Short Interest-Perf YTD-15.77%
Book/sh10.89P/C42.00EPS next 5Y21.90%ROE-6.45%52W High45.16 -55.18%Perf Year-46.64%
Cash/sh1.02P/FCF-EPS past 3/5Y-ROIC-0.44%52W Low15.88 27.46%Perf 3Y-
Dividend Est.-EV/EBITDA55.19Sales past 3/5Y15.81% 45.35%Gross Margin17.29%Volatility5.83% 4.24%Perf 5Y-
Dividend TTM-EV/Sales2.30EPS Y/Y TTM528.21%Oper. Margin-3.48%ATR (14)1.27Perf 10Y-
Dividend Ex-Date-Quick Ratio1.08Sales Y/Y TTM17.59%Profit Margin-2.80%RSI (14)53.56Recom2.40
Dividend Gr. 3/5Y-Current Ratio1.08EPS Q/Q-3.08%SMA205.35%Beta0.28Target Price27.33
Payout0.00%Debt/Eq2.67Sales Q/Q30.07%SMA50-4.02%Rel Volume4.01Prev Close17.33
Employees4,000LT Debt/Eq1.60EarningsAug 04SMA200-14.26%Avg Volume1.52MPrice20.24
IPO DateOct 24, 2019Option/ShortYes / YesEPS/Sales Surpr.-1.56% 1.53%Net Debt/EBITDA35.96Volume6,109,890Change16.79%
Analyst Ratings
DateActionAnalystRatingTarget
Jun-09-26ReiteratedUBSBuy$40 → $35
Mar-09-26ReiteratedUBSBuy$40
Feb-27-26UpgradeRaymond JamesOutperform → Strong Buy
Feb-17-26ReiteratedRaymond JamesOutperform$35 → $20
Jan-13-26ReiteratedWells FargoEqual Weight$25 → $27
Dec-15-25ReiteratedJefferiesHold$46 → $28
Dec-12-25UpgradeWells FargoUnderweight → Equal Weight
Oct-13-25DowngradeBMO CapitalOutperform → Market Perform$50 → $33
Aug-07-25DowngradeRaymond JamesStrong Buy → Outperform$40
Jun-13-25ReiteratedBMO CapitalOutperform$53 → $50
Latest News
Company
Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
—
FY 2025
12/31/2025
FY 2024
12/31/2024
FY 2023
12/31/2023
FY 2022
12/31/2022
FY 2021
12/31/2021
FY 2020
12/31/2020
FY 2019
12/31/2019
FY 2018
12/31/2018
Total Revenue1,6181,5051,376
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Cost of Goods Sold Incl. D&A1,3391,3131,032
Gross Profit280192344
Selling, General and Administrative Excl. Other000
Research and Development
000
Other Operating Expense33683284
Operating Income-5610961
Interest Expense991210
Unusual Expense
———
Non-Operating Income (Expense)33405
Net Income Before Taxes-223-52-39
Income Taxes-14322
Consolidated Net Income-46-34-25
Net Income From Continuing Operations-81-54-41
Net Income-46-34-25
EPS (Recurring)-0.66-0.50-0.39
EPS (Basic, Before Extraordinaries)-0.66-0.50-0.39
EPS (Diluted)-0.66-0.50-0.39
EBITDA68197165
Other After Tax Adjustments
———
Stock Option Compensation Expense
———
Price To Earnings Ratio
———
Price To Sales Ratio0.861.09—
Gross Margin17.3112.7625.00
Operating Margin-3.467.244.43
Net Margin-2.84-2.26-1.82
Shares Outstanding696863
Market Capitalization1,3971,634—
Operating Lease Expense
———
Insider Trading Volume
$21.40$19.36$17.32$15.29$13.25● Close Price0.00M2.70M5.41M8.11M10.81MUSD Trades VolumeJunJulAugSepOctNovDec2026FebMarAprMayJun
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Cohen Seth BalaGeneral CounselMay 14 '26Sale20.0115,000300,15014,024May 15 12:00 AM
Krystyn Elizabethother: Member of 10% Owner GroupMay 07 '26Sale21.20130,0182,755,7470May 08 12:00 AM
Krystyn Elizabethother: Member of 10% Owner GroupMay 06 '26Sale21.1971,9821,525,48131,740May 08 12:00 AM
Krystyn Elizabethother: Member of 10% Owner GroupMar 06 '26Sale21.2529,431625,4090Mar 06 12:00 AM
Sparks Paul EugeneDirectorMar 03 '26Buy22.1015,200335,920996,706Mar 04 12:00 AM
Sparks Paul EugeneDirectorMar 02 '26Buy22.9629,000665,840981,506Mar 04 12:00 AM
Roche James MorganSee RemarksDec 15 '25Sale24.0380,0001,922,73642,113Dec 15 12:00 AM
Roche James MorganSee RemarksDec 12 '25Sale24.20100,0002,420,000122,113Dec 15 12:00 AM
Roche James MorganSee RemarksDec 11 '25Sale23.3460,0001,400,400222,113Dec 15 12:00 AM
Roche James MorganSee RemarksDec 05 '25Sale25.0815,000376,20042,113Dec 09 12:00 AM
Cohen Seth BalaGeneral CounselAug 13 '25Sale34.002,77594,35010,465Aug 15 12:00 AM
Hale Bradfordofficer, other: Chief Financial OfficerAug 07 '25Buy28.7210,000287,200144,659Aug 07 12:00 AM
Roche James MorganSee RemarksJun 13 '25Sale40.0726,6791,069,02842,113Jun 13 12:00 AM
Baldwin Trevordirector, officer, other: Chief Executive OfficerJun 12 '25Sale39.83117,0004,660,26627,676Jun 13 12:00 AM
Roche James MorganSee RemarksJun 12 '25Sale40.0310,894436,08768,792Jun 13 12:00 AM
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