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The Baldwin Insurance Group, Inc. (BWIN) Overview

The Baldwin Insurance Group, Inc. (BWIN) Overview

  • 1 Apr 2026: Period ending 30 Jun 2026; Estimate (m); Actual -0.42; Beat / miss (m).
  • 1 Jan 2026: Period ending 31 Mar 2026; Estimate (m); Actual 0.02; Beat / miss (m).
  • 1 Jul 2025: Period ending 30 Sept 2025; Estimate (m); Actual -0.27; Beat / miss (m).
  • 1 Apr 2025: Period ending 30 Jun 2025; Estimate (m); Actual -0.05; Beat / miss (m).

Stock Price Chart

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Blue: Split-adjusted close · Orange: Cumulative dividend-reinvested close

$15.67$18.31$21.39$24.99$29.20$34.112025-11-062026-11-06$15.67$20.37$26.46$34.39$44.68$58.052021-11-082026-11-06$8.47$12.45$18.30$26.89$39.51$58.052019-10-242026-11-06$8.47$12.45$18.30$26.89$39.51$58.052019-10-242026-11-06$8.47$12.45$18.30$26.89$39.51$58.052019-10-242026-11-06

Logarithmic scale. Both lines share the same starting value for the selected range.

Last close
$31.97
Previous close
$31.78
Change
$0.19
Change (%)
0.60%
Close date
2026-11-06
Previous close date
2026-09-29
Open
(m)
Day high
(m)
Day low
(m)
Last session volume
(m)
Last session value
(m)
Currency
USD
Price basis
split-adjusted
Volume basis
(m)

Performance

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Cumulative total returns · 2026-09-29

YTD

BWIN
+32.25%
S&P 500
(m)

1 year

BWIN
+13.91%
S&P 500
(m)

3 years

BWIN
+36.81%
S&P 500
(m)

5 years

BWIN
-1.55%
S&P 500
(m)

Earnings trends

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Earnings per share

USD / share · As filed

30 Jun 2026 ○ Estimate (m) ● Actual -0.42

-0.50-0.28-0.060.160.3831 Mar 2025: estimate (m); actual 0.2031 Mar 2025(m)30 Jun 2025: estimate (m); actual -0.0530 Jun 2025(m)30 Sept 2025: estimate (m); actual -0.2730 Sept 2025(m)31 Mar 2026: estimate (m); actual 0.0231 Mar 2026(m)30 Jun 2026: estimate (m); actual -0.4230 Jun 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Apr 202630 Jun 2026(m)-0.42(m)(m)
1 Jan 202631 Mar 2026(m)0.02(m)(m)
1 Jul 202530 Sept 2025(m)-0.27(m)(m)
1 Apr 202530 Jun 2025(m)-0.05(m)(m)
1 Jan 202531 Mar 2025(m)0.20(m)(m)

31 Dec 2025 ○ Estimate (m) ● Actual -0.50

-1.58-1.24-0.90-0.55-0.2131 Dec 2021: estimate (m); actual -0.6431 Dec 2021(m)31 Dec 2022: estimate (m); actual -0.7431 Dec 2022(m)31 Dec 2023: estimate (m); actual -1.5031 Dec 2023(m)31 Dec 2024: estimate (m); actual -0.3931 Dec 2024(m)31 Dec 2025: estimate (m); actual -0.5031 Dec 2025(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Jan 202531 Dec 2025(m)-0.50(m)(m)
1 Jan 202431 Dec 2024(m)-0.39(m)(m)
1 Jan 202331 Dec 2023(m)-1.50(m)(m)
1 Jan 202231 Dec 2022(m)-0.74(m)(m)
1 Jan 202131 Dec 2021(m)-0.64(m)(m)

Revenue vs. Earnings

USD

30 Jun 2026 ■ Revenue 488.79M ■ Earnings -38.99M — Profit margin -7.98%

-115.21M-14.4%122.48M-9.1%360.18M-3.8%597.87M1.4%30 Sept 2025: revenue 362.32M; earnings -18.73M; profit margin -5.17%30 Sept 202531 Dec 2025: revenue 344.58M*; earnings -46.20M*; profit margin -13.41%*; Revenue: Annual amount − nine-month amount; Earnings: Annual amount − nine-month amount; period 2025-10-01 to 2025-12-31; USD.31 Dec 202531 Mar 2026: revenue 528.86M; earnings 2.34M; profit margin 0.44%31 Mar 202630 Jun 2026: revenue 488.79M; earnings -38.99M; profit margin -7.98%30 Jun 2026

31 Dec 2025 ■ Revenue 1.49B ■ Earnings -0.05B — Profit margin -3.63%

-0.36B-14.5%0.32B-10.4%1.01B-6.2%1.69B-2.0%31 Dec 2022: revenue 0.98B; earnings -0.08B; profit margin -7.83%31 Dec 202231 Dec 2023: revenue 1.21B; earnings -0.16B; profit margin -13.53%31 Dec 202331 Dec 2024: revenue 1.38B; earnings -0.04B; profit margin -2.98%31 Dec 202431 Dec 2025: revenue 1.49B; earnings -0.05B; profit margin -3.63%31 Dec 2025

Analyst insights

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RatingsBuyHoldSellOther ratingsLast CloseAverage TargetUpsideHigh TargetLow Target
(m)(m)(m)(m)(m)$31.97(m)(m)(m)(m)
Past 12 Months12 Month ForecastLast Close$31.97High(m)Average(m)Low(m)2025-11-062026-11-06

Recent news

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(m)

YouTube videos mentioning BWIN

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(m)

Statistics

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Retained observations as of 2026-11-11; financial period ending 30 Jun 2026.

Forward P/E
(m)
PEG ratio · 5-year expected
(m)
Shares held by insiders
(m)
Insider transactions · change (%)
(m)
Shares held by institutions
(m)
Institutional transactions · change (%)
(m)
Diluted EPS · 12 month
(m)
EPS estimate · next quarter
(m)
EPS estimate · next year
(m)
EPS growth · current annual estimate
(m)
EPS growth · next annual estimate
(m)
EPS growth · next 5 years expected
(m)
EPS growth · past 3 years annualized
(m)
EPS growth · past 5 years annualized
(m)
EPS change · 12 months vs prior year
(m)
EPS change · latest quarter vs previous quarter
(m)
Latest earnings report date
(m)
EPS surprise · latest reported quarter
(m)
Net income · 12 month
$-101.58M
Profit margin
-5.89%
Return on assets · 12 month
-2.05%
Named executive and board stock awards · latest fiscal year
(m)
Index membership
(m)
Employees
(m)
IPO date
(m)
Options available
(m)
Shortable
(m)
Analyst recommendation
(m)
Analyst target price
(m)
Price volatility · week
(m)
Price volatility · month
(m)
Average true range · 14 sessions
(m)
Relative strength index · 14 sessions
(m)
Relative volume
(m)
Average daily volume
4.98M
Latest session volume
(m)
Last session value
(m)
30 days ago session value
(m)
1 year ago session value
(m)
Number of trades
(m)
Total return · week
-0.53%*
Total return · month
3.59%*
Total return · quarter
21.07%*
Total return · half year
50.69%*
Total return · year to date
32.25%*
Total return · 1 year
13.91%*
Total return · 3 years
36.81%*
Total return · 5 years
-1.55%*
Market cap
(m)
Book value per share · latest quarter
(m)
Price / cash · latest quarter
(m)
Enterprise value
(m)
Enterprise value / revenue
(m)
Enterprise value / EBITDA
(m)
Dividend · 12 months per share
(m)
Dividend ex-date
(m)
Next dividend ex-date
(m)
Next dividend amount per share
(m)
Dividend growth · 3 years annualized
(m)
Dividend growth · 5 years annualized
(m)
Revenue · 12 month
$1.72B
Revenue growth · past 3 years annualized
(m)
Revenue growth · past 5 years annualized
(m)
Revenue change · 12 months vs prior year
(m)
Revenue change · latest quarter vs previous quarter
(m)
Revenue surprise · latest reported quarter
(m)
Levered free cash flow · 12 month
(m)
Debt / equity · latest quarter
(m)
Long-term debt / equity · latest quarter
(m)
Return on equity · 12 month
(m)
Return on invested capital · 12 months
(m)
Previous close
(m)
Latest closing price
(m)
Latest session change (%)
(m)
52-week high
(m)
52-week low
(m)
Price vs 20-session moving average
(m)
Price vs 50-session moving average
(m)
Price vs 200-session moving average
(m)
Float shares
(m)
Short float (%)
(m)
Short ratio (days to cover)
(m)
Short interest (shares)
(m)

Five-year projected P/E and P/S repeat the preceding five-year EPS and revenue CAGR, holding current price and market cap constant. Hover a calculated row for its formula. Net assets = assets − debt − payables − deferred revenue − obligations due within 1 year − obligations due after 1 year.

Holders breakdown

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BreakdownOwnership
(m)Shares held by all insiders
(m)Shares held by institutions
(m)Float held by institutions
(m)Institutions holding shares

Other holders

(m)

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Insider holders

(m)

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Top institutional holders

(m)

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Top mutual fund holders

(m)

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The Baldwin Insurance Group, Inc. Overview

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(m)

(m)

SEC CIK
1781755
Industry (SIC)
6411 Insurance Agents, Brokers & Service
Country of operation
United States
Business address
4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA, Florida, 33607, United States
Fiscal year end
1231
Phone
(866) 279-0698

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