William Blair Issues Negative Outlook for BWIN Earnings

Baldwin Insurance Group, Inc. (NASDAQ:BWIN) – William Blair dropped their Q4 2025 earnings estimates for shares of Baldwin Insurance Group in a report released on Wednesday, November 5th. William Blair analyst A. Klauber now anticipates that the company will post earnings of $0.16 per share for the quarter, down from their previous estimate of $0.18. The consensus estimate for Baldwin Insurance Group’s current full-year earnings is $1.01 per share. William Blair also issued estimates for Baldwin Insurance Group’s FY2026 earnings at $1.43 EPS.

Baldwin Insurance Group (NASDAQ:BWIN) last issued its quarterly earnings results on Tuesday, November 4th. The company reported $0.31 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.31. Baldwin Insurance Group had a positive return on equity of 12.65% and a negative net margin of 1.89%.The company had revenue of $365.39 million for the quarter, compared to analyst estimates of $364.14 million. During the same quarter in the prior year, the company posted $0.33 EPS. The business’s revenue for the quarter was up 7.5% compared to the same quarter last year.

Several other analysts have also recently commented on BWIN. UBS Group lowered their price target on Baldwin Insurance Group from $52.00 to $47.00 and set a “buy” rating for the company in a report on Monday. Wall Street Zen cut shares of Baldwin Insurance Group from a “hold” rating to a “sell” rating in a research report on Friday, October 3rd. Weiss Ratings restated a “sell (d-)” rating on shares of Baldwin Insurance Group in a report on Wednesday, October 8th. Zacks Research raised shares of Baldwin Insurance Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $40.00 price target (down previously from $48.00) on shares of Baldwin Insurance Group in a report on Thursday, August 7th. Three analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Baldwin Insurance Group currently has a consensus rating of “Hold” and an average price target of $38.43.

Baldwin Insurance Group Stock Performance

Baldwin Insurance Group stock opened at $26.48 on Monday. The firm has a market capitalization of $3.14 billion, a P/E ratio of -61.58, a PEG ratio of 1.31 and a beta of 1.40. The stock has a fifty day moving average price of $27.50 and a 200 day moving average price of $34.50. Baldwin Insurance Group has a 52 week low of $21.26 and a 52 week high of $50.46. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 1.45.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. MAI Capital Management grew its stake in Baldwin Insurance Group by 1.9% during the third quarter. MAI Capital Management now owns 178,832 shares of the company’s stock worth $5,045,000 after buying an additional 3,250 shares during the period. First National Bank of Omaha acquired a new position in shares of Baldwin Insurance Group during the 3rd quarter valued at $356,000. JPMorgan Chase & Co. boosted its position in Baldwin Insurance Group by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,514,115 shares of the company’s stock worth $42,713,000 after purchasing an additional 158,199 shares during the period. State of New Jersey Common Pension Fund D increased its holdings in Baldwin Insurance Group by 26.1% in the 3rd quarter. State of New Jersey Common Pension Fund D now owns 62,359 shares of the company’s stock valued at $1,759,000 after purchasing an additional 12,925 shares in the last quarter. Finally, Austin Wealth Management LLC acquired a new stake in Baldwin Insurance Group in the 3rd quarter valued at $812,000. 77.49% of the stock is owned by institutional investors and hedge funds.

About Baldwin Insurance Group

The Baldwin Insurance Group, Inc operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions.