The Baldwin Insurance Group, Inc.
BWIN
NASDAQ·Financial Services·Insurance - Brokers·Mkt cap $2.5B
$30.88
▼ -1.09%
P/E
-30.13
Mkt Cap
$2.5B
52-Wk Range
$15.88–$32.59
52-Week Range
$15.88 - $32.59
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 4.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Integrated multi-channel distribution platform combining advisory, underwriting, and retail insurance solutions
- Technology-enabled Future platform providing scalable, differentiated insurance products across personal, commercial, and specialty lines
- Diversified revenue streams across high-margin advisory services, underwriting capacity, and community-based insurance distribution
- Independent broker model providing flexibility and access to multiple carriers and capacity sources
Bear Case
1 risk
- Average volatility.
Growth
Turning profitable
Expansion of technology-enabled insurance products through the Future platform to new markets and customer segments
Value
Fairly valued vs Insurance Brokers & Agencies peers
Momentum
Hot
+60.5% over 3m
Quality
Thin
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying BWIN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
JUL 30, 2026
Reported EPS of $0.48 vs $0.47 consensus (+1.9% surprise). Revenue of $492.9M vs $492.3M expected (+0.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.9%
Revenue trend · last 8Q
—
+27%
+18%
+11%
+9%
+7%
+29%
+32%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$336.0M
$323.4M
$408.5M
$374.3M
$365.4M
$347.3M
$528.4M
$492.9M
Margins · last 8Q
Gross
—
Operating
-1.7%
Profit
-7.9%
Wall Street consensus
7 analysts · 57% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
57%
Hold
43%
Sell
0%
Median Price Target
—
Latest: UBS · Aug 3, 2026
vs Industry
How BWIN stacks vs Insurance - Brokers
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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