BWIN — The Baldwin Insurance Group, Inc. stock price, charts and financials

QT77The 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.

Latest market price
28.70
-0.84-2.84%
BWINQT77The Baldwin Insurance Group, Inc.·NASDAQ
28.70-2.84%
TA
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Signal & projected range
QT Score upgradeHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Premium shows the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands ofhistorical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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Snapshot
Index-P/E-EPS (ttm)-1.03Insider Own45.06%Shs Outstand81.06MPerf Week6.49%
Market Cap2.39BForward P/E11.78EPS next Y2.51Insider Trans-0.55%Shs Float94.39MPerf Month11.68%
Enterprise Value4.90BPEG0.27EPS next Q0.43Inst Own-Short Float12.24%Perf Quarter40.80%
Income-95.30MP/S1.38EPS this Y294.93%Inst Trans-Short Ratio7.07Perf Half Y57.46%
Sales1.74BP/B2.31EPS next Y24.85%ROA-1.32%Short Interest11.55MPerf YTD22.93%
Book/sh-P/C22.47EPS next 5Y22.25%ROE-10.59%52W High33.80 -15.09%Perf Year-2.80%
Cash/sh-P/FCF54.78EPS past 3/5Y-ROIC-0.96%52W Low15.43 86.02%Perf 3Y-
Dividend Est.-EV/EBITDA79.31Sales past 3/5Y15.81% 45.35%Gross Margin9.58%Volatility4.77% 4.82%Perf 5Y-
Dividend TTM-EV/Sales2.82EPS Y/Y TTM-164.10%Oper. Margin-5.33%ATR (14)1.43Perf 10Y-
Dividend Ex-Date-Quick Ratio1.07Sales Y/Y TTM26.24%Profit Margin-4.67%RSI (14)62.53Recom2.22
Dividend Gr. 3/5Y-Current Ratio1.07EPS Q/Q14.29%SMA207.66%Beta-0.06Target Price28.33
Payout0.00%Debt/Eq3.04Sales Q/Q31.82%SMA5021.07%Rel Volume0.87Prev Close29.54
Employees5,020LT Debt/Eq1.60EarningsNov 03SMA20027.04%Avg Volume1.60MPrice28.70
IPO DateOct 24, 2019Option/ShortYes / YesEPS/Sales Surpr.1.95% 0.12%Net Debt/EBITDA40.53Volume1,397,920Change-2.84%
Analyst Ratings
DateActionAnalystRatingTarget
Aug-03-26ReiteratedUBSBuy$35$37
Jun-22-26ReiteratedMorgan Stanley$28
Jun-22-26UpgradeJP MorganNeutralOverweight
Jun-09-26ReiteratedUBSBuy$40$35
Mar-09-26ReiteratedUBSBuy$40
Feb-27-26UpgradeRaymond JamesOutperformStrong Buy
Feb-17-26ReiteratedRaymond JamesOutperform$35$20
Jan-13-26ReiteratedWells FargoEqual Weight$25$27
Dec-15-25ReiteratedJefferiesHold$46$28
Dec-12-25UpgradeWells FargoUnderweightEqual Weight
Latest News
Aug-03-26
Jul-31-26
Jul-30-26
Jul-29-26
Jul-23-26
Jul-18-26
Jul-13-26
Jul-08-26
Jun-29-26
Jun-26-26
Company

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.

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 Revenue1,7371,5051,376
Cost of Goods Sold Incl. D&A1,5711,3131,032
Gross Profit167192344
Selling, General and Administrative Excl. Other
000
Research and Development
000
Other Operating Expense25983284
Operating Income-9210961
Interest Expense1451210
Unusual Expense
Non-Operating Income (Expense)-38-40-100
Net Income Before Taxes-276-52-39
Income Taxes-14522
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
EBITDA62197165
Other After Tax Adjustments
Stock Option Compensation Expense
Price To Earnings Ratio
Price To Sales Ratio1.141.091.77
Gross Margin9.6112.7625.00
Operating Margin-5.307.244.43
Net Margin-4.72-2.26-1.82
Shares Outstanding696863
Market Capitalization1,9801,6342,442
Operating Lease Expense
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Insider Trading Volume
$48.75$39.63$30.52$21.41$12.29 Close Price0.00M1.53M3.06M4.59M6.12MUSD Trades VolumeAugSepOctNovDec2026FebMarAprMayJunJulAug
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Cohen Seth BalaGeneral CounselMay 14 '26Sale20.0115,000300,15014,024May 15
Krystyn Elizabethother: Member of 10% Owner GroupMay 07 '26Sale21.20130,0182,755,7470May 08
Krystyn Elizabethother: Member of 10% Owner GroupMay 06 '26Sale21.1971,9821,525,48131,740May 08
Krystyn Elizabethother: Member of 10% Owner GroupMar 06 '26Sale21.2529,431625,4090Mar 06
Sparks Paul EugeneDirectorMar 03 '26Buy22.1015,200335,920996,706Mar 04
Sparks Paul EugeneDirectorMar 02 '26Buy22.9629,000665,840981,506Mar 04
Roche James MorganSee RemarksDec 15 '25Sale24.0380,0001,922,73642,113Dec 15
Roche James MorganSee RemarksDec 12 '25Sale24.20100,0002,420,000122,113Dec 15
Roche James MorganSee RemarksDec 11 '25Sale23.3460,0001,400,400222,113Dec 15
Roche James MorganSee RemarksDec 05 '25Sale25.0815,000376,20042,113Dec 09
Cohen Seth BalaGeneral CounselAug 13 '25Sale34.002,77594,35010,465Aug 15
Hale Bradfordofficer, other: Chief Financial OfficerAug 07 '25Buy28.7210,000287,200144,659Aug 07
Roche James MorganSee RemarksJun 13 '25Sale40.0726,6791,069,02842,113Jun 13
Baldwin Trevordirector, officer, other: Chief Executive OfficerJun 12 '25Sale39.83117,0004,660,26627,676Jun 13
Roche James MorganSee RemarksJun 12 '25Sale40.0310,894436,08768,792Jun 13
QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.