BWIN — The Baldwin Insurance Group, Inc. stock price, charts and financials
QT80The Baldwin Insurance Group, Inc.The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) is a Financial Services company in the Insurance - Brokers industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | - | EPS (ttm) | -1.17 | Insider Own | 45.06% | Shs Outstand | 81.06M | Perf Week | 8.71% |
| Market Cap | 2.59B | Forward P/E | 12.88 | EPS next Y | 2.48 | Insider Trans | -0.59% | Shs Float | 94.39M | Perf Month | 5.79% |
| Enterprise Value | 5.07B | PEG | - | EPS next Q | 0.43 | Inst Own | - | Short Float | 12.17% | Perf Quarter | 84.36% |
| Income | -82.00M | P/S | 1.49 | EPS this Y | 271.84% | Inst Trans | - | Short Ratio | 7.73 | Perf Half Y | 51.21% |
| Sales | 1.74B | P/B | 1.82 | EPS next Y | 23.40% | ROA | -1.32% | Short Interest | 11.48M | Perf YTD | 32.96% |
| Book/sh | 17.54 | P/C | 14.07 | EPS next 5Y | 21.12% | ROE | -10.59% | 52W High | 32.71 -2.32% | Perf Year | 2.04% |
| Cash/sh | 2.27 | P/FCF | 54.99 | EPS past 3/5Y | - | ROIC | -0.96% | 52W Low | 15.88 101.20% | Perf 3Y | - |
| Dividend Est. | - | EV/EBITDA | 81.79 | Sales past 3/5Y | 15.81% 45.35% | Gross Margin | 9.58% | Volatility | 1.82% 3.17% | Perf 5Y | - |
| Dividend TTM | - | EV/Sales | 2.92 | EPS Y/Y TTM | -200.00% | Oper. Margin | -5.33% | ATR (14) | 1.18 | Perf 10Y | - |
| Dividend Ex-Date | - | Quick Ratio | 1.07 | Sales Y/Y TTM | 26.24% | Profit Margin | -4.67% | RSI (14) | 58.70 | Recom | 2.33 |
| Dividend Gr. 3/5Y | - | Current Ratio | 1.07 | EPS Q/Q | 14.29% | SMA20 | 3.65% | Beta | -0.05 | Target Price | 32.50 |
| Payout | 0.00% | Debt/Eq | 1.62 | Sales Q/Q | 31.82% | SMA50 | 9.24% | Rel Volume | 3.15 | Prev Close | 32.04 |
| Employees | 5,000 | LT Debt/Eq | 1.60 | Earnings | Nov 03 | SMA200 | 33.26% | Avg Volume | 2.31M | Price | 31.95 |
| IPO Date | Oct 24, 2019 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 1.95% 0.12% | Net Debt/EBITDA | 40.53 | Volume | 7,267,519 | Change | -0.28% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Sep-15-26 | Reiterated | BMO Capital | Market Perform | $33 |
| Sep-14-26 | Downgrade | William Blair | Outperform → Market Perform | |
| Aug-03-26 | Reiterated | UBS | Buy | $35 → $37 |
| Jun-22-26 | Reiterated | Morgan Stanley | $28 | |
| Jun-22-26 | Upgrade | JP Morgan | Neutral → Overweight | |
| Jun-09-26 | Reiterated | UBS | Buy | $40 → $35 |
| Mar-09-26 | Reiterated | UBS | Buy | $40 |
| Feb-27-26 | Upgrade | Raymond James | Outperform → Strong Buy | |
| Feb-17-26 | Reiterated | Raymond James | Outperform | $35 → $20 |
| Jan-13-26 | Reiterated | Wells Fargo | Equal Weight | $25 → $27 |
Operating across the United States, The Baldwin Insurance Group, Inc. is an independent firm dedicated to providing insurance and comprehensive risk management services. The company's activities are organized into three primary segments: 1. Insurance Advisory Solutions: This division offers tailored commercial risk management, employee benefits programs, and private risk management solutions, catering to businesses, affluent individuals, and their families. 2. Underwriting, Capacity & Technology Solutions: Through its "Future" platform, this segment develops technology-enabled insurance products spanning personal, commercial, and specialty lines. It also functions as a specialty wholesale broker for professionals, individuals, and specific niche industries, alongside delivering reinsurance brokerage services. 3. Mainstreet Insurance Solutions: This segment focuses on providing fundamental personal, commercial, and life and health insurance coverage to individuals and businesses within local communities. Originally founded in 2011 as BRP Group, Inc., the company adopted its current name, The Baldwin Insurance Group, Inc., in May 2024. Its corporate headquarters are located in Tampa, Florida.
Per-holder 13F data hasn't been ingested for this ticker yet.
| 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 Revenue | 1,737 | 1,505 | 1,376 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 1,571 | 1,313 | 1,032 | — | — | — | — | — | — | |
| Gross Profit | 167 | 192 | 344 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 0 | 0 | 0 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 259 | 83 | 284 | — | — | — | — | — | — | |
| Operating Income | -92 | 109 | 61 | — | — | — | — | — | — | |
| Interest Expense | 145 | 121 | 0 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -38 | -40 | -100 | — | — | — | — | — | — | |
| Net Income Before Taxes | -276 | -52 | -39 | — | — | — | — | — | — | |
| Income Taxes | -145 | 2 | 2 | — | — | — | — | — | — | |
| Consolidated Net Income | -82 | -34 | -25 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | -132 | -54 | -41 | — | — | — | — | — | — | |
| Net Income | -82 | -34 | -25 | — | — | — | — | — | — | |
| EPS (Recurring) | -1.17 | -0.50 | -0.39 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | -1.17 | -0.50 | -0.39 | — | — | — | — | — | — | |
| EPS (Diluted) | -1.17 | -0.50 | -0.39 | — | — | — | — | — | — | |
| EBITDA | 62 | 197 | 165 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | — | — | — | — | — | — | — | — | — | |
| Price To Sales Ratio | 1.27 | 1.09 | 1.77 | — | — | — | — | — | — | |
| Gross Margin | 9.61 | 12.76 | 25.00 | — | — | — | — | — | — | |
| Operating Margin | -5.30 | 7.24 | 4.43 | — | — | — | — | — | — | |
| Net Margin | -4.72 | -2.26 | -1.82 | — | — | — | — | — | — | |
| Shares Outstanding | 69 | 68 | 63 | — | — | — | — | — | — | |
| Market Capitalization | 2,205 | 1,634 | 2,442 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Cohen Seth Bala | General Counsel | May 14 '26 | Sale | 20.01 | 15,000 | 300,150 | 14,024 | May 15 |
| Krystyn Elizabeth | other: Member of 10% Owner Group | May 07 '26 | Sale | 21.20 | 130,018 | 2,755,747 | 0 | May 08 |
| Krystyn Elizabeth | other: Member of 10% Owner Group | May 06 '26 | Sale | 21.19 | 71,982 | 1,525,481 | 31,740 | May 08 |
| Krystyn Elizabeth | other: Member of 10% Owner Group | Mar 06 '26 | Sale | 21.25 | 29,431 | 625,409 | 0 | Mar 06 |
| Sparks Paul Eugene | Director | Mar 03 '26 | Buy | 22.10 | 15,200 | 335,920 | 996,706 | Mar 04 |
| Sparks Paul Eugene | Director | Mar 02 '26 | Buy | 22.96 | 29,000 | 665,840 | 981,506 | Mar 04 |
| Roche James Morgan | See Remarks | Dec 15 '25 | Sale | 24.03 | 80,000 | 1,922,736 | 42,113 | Dec 15 |
| Roche James Morgan | See Remarks | Dec 12 '25 | Sale | 24.20 | 100,000 | 2,420,000 | 122,113 | Dec 15 |
| Roche James Morgan | See Remarks | Dec 11 '25 | Sale | 23.34 | 60,000 | 1,400,400 | 222,113 | Dec 15 |
| Roche James Morgan | See Remarks | Dec 05 '25 | Sale | 25.08 | 15,000 | 376,200 | 42,113 | Dec 09 |
| Cohen Seth Bala | General Counsel | Aug 13 '25 | Sale | 34.00 | 2,775 | 94,350 | 10,465 | Aug 15 |
| Hale Bradford | officer, other: Chief Financial Officer | Aug 07 '25 | Buy | 28.72 | 10,000 | 287,200 | 144,659 | Aug 07 |
| Roche James Morgan | See Remarks | Jun 13 '25 | Sale | 40.07 | 26,679 | 1,069,028 | 42,113 | Jun 13 |
| Baldwin Trevor | director, officer, other: Chief Executive Officer | Jun 12 '25 | Sale | 39.83 | 117,000 | 4,660,266 | 27,676 | Jun 13 |
| Roche James Morgan | See Remarks | Jun 12 '25 | Sale | 40.03 | 10,894 | 436,087 | 68,792 | Jun 13 |