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Baldwin Insurance Group Inc

BWIN

19.570USD

+0.810+4.32%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

1.40BMarket Cap

LossP/E TTM



Baldwin Insurance Group Inc

19.570

+0.810+4.32%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Baldwin Insurance Group Inc

Currency: USD Updated: 2026-02-06

Key Insights

Baldwin Insurance Group Inc's fundamentals are relatively stable, with industry-average ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 78 out of 114 in the Insurance industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 34.14.In the medium term, the stock price is expected to trend down.Despite a very weak stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Baldwin Insurance Group Inc's Score

Industry at a Glance

Industry Ranking

78 / 114

Overall Ranking

323 / 4521

Industry

Insurance

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Baldwin Insurance Group Inc Highlights

StrengthsRisks

The Baldwin Insurance Group, Inc. is an independent insurance distribution company. The Company’s business is divided into three operating groups: Insurance Advisory Solutions (IAS), Underwriting, Capacity & Technology Solutions (UCTS) and Mainstreet Insurance Solutions (MIS). The IAS operating group provides commercial risk management, employee benefits and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The UCTS operating group consists of two distinct businesses, its MGA platform (MSI) and its reinsurance brokerage business, Juniper Re. Through MSI, it manufactures proprietary, technology-enabled insurance products that are then distributed internally via risk advisors across its other operating groups and externally via select distribution partners. The MIS operating group offers personal insurance, commercial insurance and life and health solutions to individuals and businesses in their communities.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 36.56% year-on-year.

Fairly Valued

The company’s latest PE is -44.88, at a medium 3-year percentile range.

Institutional Buying

The latest institutional holdings are 83.42M shares, increasing 3.05% quarter-over-quarter.

Held by Ron Baron

Star Investor Ron Baron holds 3.01M shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 0.86.

Analyst Rating

Based on 9 analysts

Buy

Current Rating

34.143

Target Price

+82.00%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Baldwin Insurance Group Inc is 3.25, ranking 113 out of 114 in the Insurance industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 93.25M, representing a year-over-year increase of 1.74%, while its net profit experienced a year-over-year increase of 123.55%.

Score

Industry at a Glance

Previous score

3.25

Change



Financials

4.29

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

1.12

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

1.85

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

4.00

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

5.00

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Baldwin Insurance Group Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Baldwin Insurance Group Inc is 6.76, ranking 80 out of 114 in the Insurance industry. Its current P/E ratio is -44.88, which is -78.17% below the recent high of -9.80 and -230.25% above the recent low of -148.23.

Score

Industry at a Glance

Previous score

6.76

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 78/114

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Baldwin Insurance Group Inc is 7.56, ranking 31 out of 114 in the Insurance industry. The average price target is 33.50, with a high of 47.00 and a low of 25.00.

Score

Industry at a Glance

Previous score

7.56

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 9 analysts

Buy

Current Rating

34.143

Target Price

+82.00%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Baldwin Insurance Group Inc

BWIN

Chubb Ltd

Aon PLC

AON

Hartford Insurance Group Inc

HIG

Marsh & McLennan Companies Inc

MMC

Marsh & McLennan Ord Shs

MRSH

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-02-06

The current price momentum score of Baldwin Insurance Group Inc is 6.77, ranking 94 out of 114 in the Insurance industry. Currently, the stock price is trading between the resistance level at 24.84 and the support level at 16.46, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.59

Change

0.18

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(1)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-1.273

Sell

RSI(14)

30.001

Neutral

STOCH(KDJ)(9,3,3)

9.412

Oversold

ATR(14)

1.590

High Vlolatility

CCI(14)

-110.283

Sell

Williams %R

88.516

Oversold

TRIX(12,20)

-0.711

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

20.008

Sell

MA10

21.749

Sell

MA20

23.907

Sell

MA50

24.461

Sell

MA100

25.606

Sell

MA200

31.663

Sell

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Baldwin Insurance Group Inc is 10.00, ranking 1 out of 114 in the Insurance industry. The latest institutional shareholding proportion is 116.03%, representing a quarter-over-quarter decrease of 1.23%. The largest institutional shareholder is The Vanguard, holding a total of 6.84M shares, representing 7.15% of shares outstanding, with 22.62% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

William Blair Investment Management, LLC

7.80M

+52.77%

Fidelity Management & Research Company LLC

7.36M

+28.06%

The Vanguard Group, Inc.

Star Investors

6.55M

-0.93%

BlackRock Institutional Trust Company, N.A.

4.56M

-0.06%

Capital Research Global Investors

4.51M

Champlain Investment Partners, LLC

3.92M

+20.25%

Capital International Investors

3.15M

Baron Capital Management, Inc.

Star Investors

3.01M

+0.01%

T. Rowe Price Investment Management, Inc.

3.00M

-7.27%

Fidelity Institutional Asset Management

3.40M

+41.09%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Insurance domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. No risk assessment score is currently available for Baldwin Insurance Group Inc. The Insurance industry's average is 7.17. The company's beta value is 1.34. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Baldwin Insurance Group Inc’s latest ESG disclosure is at an average level in the Insurance industry, showing no material impact on overall risk.