Baldwin Insurance Group (NASDAQ:BWIN) Issues Q2 2026 Earnings Guidance

Baldwin Insurance Group (NASDAQ:BWIN) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.440-0.480 for the period, compared to the consensus EPS estimate of 0.450. The company issued revenue guidance of $485.0 million-$495.0 million, compared to the consensus revenue estimate of $502.4 million.

Analyst Ratings Changes

A number of brokerages recently commented on BWIN. UBS Group lowered their target price on Baldwin Insurance Group from $44.00 to $40.00 and set a “buy” rating for the company in a report on Monday, March 9th. Weiss Ratings restated a “sell (e+)” rating on shares of Baldwin Insurance Group in a report on Friday, March 27th. Bank of America lowered their target price on Baldwin Insurance Group from $38.00 to $36.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Wall Street Zen upgraded Baldwin Insurance Group from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Wells Fargo & Company lifted their price objective on Baldwin Insurance Group from $23.00 to $24.00 and gave the company an “equal weight” rating in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Baldwin Insurance Group currently has an average rating of “Hold” and a consensus target price of $30.25.

Baldwin Insurance Group Stock Up 1.9%

Shares of BWIN traded up $0.39 during midday trading on Thursday, hitting $20.98. The company had a trading volume of 1,423,997 shares, compared to its average volume of 1,433,574. The company’s 50-day simple moving average is $22.18 and its 200-day simple moving average is $23.18. The company has a debt-to-equity ratio of 1.51, a quick ratio of 1.16 and a current ratio of 1.08. The firm has a market capitalization of $3.00 billion, a P/E ratio of 20.39, a P/E/G ratio of 0.79 and a beta of 1.23. Baldwin Insurance Group has a 1 year low of $15.88 and a 1 year high of $45.16.

Baldwin Insurance Group (NASDAQ:BWIN) last announced its quarterly earnings data on Monday, May 4th. The company reported $0.63 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.64 by ($0.01). The company had revenue of $532.24 million during the quarter, compared to analysts’ expectations of $524.07 million. Baldwin Insurance Group had a negative net margin of 2.80% and a positive return on equity of 12.35%. The business’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.65 EPS. As a group, sell-side analysts expect that Baldwin Insurance Group will post 1.27 EPS for the current year.

Insider Activity

In other news, major shareholder Elizabeth Krystyn sold 119,987 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $21.25, for a total transaction of $2,549,723.75. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Paul Eugene Sparks bought 29,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were acquired at an average cost of $22.96 per share, for a total transaction of $665,840.00. Following the transaction, the director directly owned 981,506 shares in the company, valued at approximately $22,535,377.76. This represents a 3.04% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 18.51% of the company’s stock.

Institutional Investors Weigh In On Baldwin Insurance Group

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Caitong International Asset Management Co. Ltd acquired a new position in Baldwin Insurance Group during the third quarter worth approximately $39,000. Strs Ohio acquired a new position in Baldwin Insurance Group during the first quarter worth approximately $72,000. Cetera Investment Advisers acquired a new position in Baldwin Insurance Group during the second quarter worth approximately $212,000. Snowden Capital Advisors LLC acquired a new position in Baldwin Insurance Group during the second quarter worth approximately $291,000. Finally, CIBC Bancorp USA Inc. acquired a new position in Baldwin Insurance Group during the third quarter worth approximately $211,000. Institutional investors and hedge funds own 77.49% of the company’s stock.

About Baldwin Insurance Group

Baldwin Insurance Group, Inc (NASDAQ: BWIN) is a specialty insurance and surety firm that underwrites contract bonds, commercial insurance policies and related risk-management services. Its core offerings include contract and commercial surety, which provide performance and payment guarantees to obligees in construction, service and public-sector projects. In addition, the company delivers complementary commercial lines coverages designed to mitigate liability, property and workers’ compensation exposures.

Through a network of regional agency offices primarily across the Midwestern United States, Baldwin Insurance Group serves contractors, developers, small and mid-sized businesses as well as municipal and public-sector clients.