Baldwin Insurance Group, Inc. $BWIN Position Cut by William Blair Investment Management LLC

William Blair Investment Management LLC decreased its position in shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) by 5.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,104,695 shares of the company’s stock after selling 298,055 shares during the quarter. William Blair Investment Management LLC owned about 4.30% of Baldwin Insurance Group worth $144,003,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of BWIN. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Baldwin Insurance Group by 6.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 40,166 shares of the company’s stock valued at $1,795,000 after purchasing an additional 2,309 shares during the last quarter. Millennium Management LLC raised its holdings in shares of Baldwin Insurance Group by 371.9% during the first quarter. Millennium Management LLC now owns 254,734 shares of the company’s stock valued at $11,384,000 after buying an additional 200,754 shares during the last quarter. NewEdge Advisors LLC boosted its position in shares of Baldwin Insurance Group by 6.7% during the first quarter. NewEdge Advisors LLC now owns 11,075 shares of the company’s stock worth $495,000 after buying an additional 700 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Baldwin Insurance Group by 3.6% during the first quarter. Goldman Sachs Group Inc. now owns 379,601 shares of the company’s stock worth $16,964,000 after buying an additional 13,058 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Baldwin Insurance Group by 6.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 189,643 shares of the company’s stock worth $8,475,000 after buying an additional 11,768 shares in the last quarter. Institutional investors and hedge funds own 77.49% of the company’s stock.

More Baldwin Insurance Group News

Here are the key news stories impacting Baldwin Insurance Group this week:

• Positive Sentiment: Board authorizes up to $250 million share repurchase program — a meaningful capital-return action that can support the stock and reduce share count. Business Wire: $250M Repurchase Program
• Positive Sentiment: Raymond James upgraded BWIN to a “strong-buy” and raised its price target to $30 (from $20), signaling analyst conviction and implying ~29% upside from the current price. Benzinga: Raymond James Upgrade
• Positive Sentiment: Q4 earnings beat: BWIN reported $0.31 EPS vs. consensus $0.29, and EPS improved vs. prior year; these results (and a slide deck/call) helped underpin today’s positive sentiment. MarketBeat: Q4 Results & Conference Call
• Positive Sentiment: Strategic partnership with Fairway Independent Mortgage Corporation could expand distribution channels for Baldwin’s products and support future revenue growth. TMCNet: Fairway Partnership
• Positive Sentiment: TD Cowen initiated coverage (new analyst attention can increase liquidity and interest). AmericanBankingNews: TD Cowen Coverage Initiation
• Neutral Sentiment: Investor materials and presentation (Q4 slide deck and call) published — useful for modeling but not an immediate catalyst. Seeking Alpha: Q4 Presentation
• Neutral Sentiment: Analyst note / valuation pieces reviewing the Fairway partnership and BWIN valuation provide context but do not themselves move fundamentals. Yahoo Finance: Valuation After Partnership
• Negative Sentiment: Wells Fargo cut its price target to $21 and moved to an “equal weight” rating, implying downside from the current level and adding downward pressure on sentiment. TickerReport/Benzinga: Wells Fargo PT Cut
• Negative Sentiment: Revenue slightly missed estimates for the quarter ($347.3M vs. $351.8M est.), and the company still reported a negative net margin — items investors will watch for margin recovery and top-line momentum. Zacks: Q4 Metrics & Revenue vs Estimates

Analyst Upgrades and Downgrades

Several brokerages have weighed in on BWIN. JPMorgan Chase & Co. cut their target price on Baldwin Insurance Group from $33.00 to $28.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 7th. Wall Street Zen raised Baldwin Insurance Group from a “sell” rating to a “hold” rating in a report on Saturday, February 7th. BMO Capital Markets reduced their price objective on shares of Baldwin Insurance Group from $34.00 to $33.00 and set a “market perform” rating for the company in a report on Thursday, December 4th. Wells Fargo & Company decreased their target price on shares of Baldwin Insurance Group from $27.00 to $21.00 and set an “equal weight” rating for the company in a research report on Friday. Finally, UBS Group dropped their price target on shares of Baldwin Insurance Group from $52.00 to $47.00 and set a “buy” rating on the stock in a research report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $31.17.

Baldwin Insurance Group Trading Up 25.6%

Shares of BWIN stock opened at $23.23 on Friday. The stock has a 50-day simple moving average of $22.26 and a 200 day simple moving average of $25.85. Baldwin Insurance Group, Inc. has a fifty-two week low of $15.88 and a fifty-two week high of $47.15. The stock has a market capitalization of $2.76 billion, a P/E ratio of -47.41, a P/E/G ratio of 0.85 and a beta of 1.33. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 1.45.

Baldwin Insurance Group (NASDAQ:BWIN) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.29 by $0.02. Baldwin Insurance Group had a negative net margin of 2.25% and a positive return on equity of 12.62%. The firm had revenue of $347.28 million for the quarter, compared to analysts’ expectations of $351.75 million. During the same period in the previous year, the business earned $0.27 earnings per share. Baldwin Insurance Group’s revenue for the quarter was up 5.3% compared to the same quarter last year. On average, sell-side analysts expect that Baldwin Insurance Group, Inc. will post 1.01 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Baldwin Insurance Group news, insider James Morgan Roche sold 80,000 shares of Baldwin Insurance Group stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $24.03, for a total value of $1,922,400.00. Following the transaction, the insider owned 42,113 shares in the company, valued at approximately $1,011,975.39. The trade was a 65.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders have sold 255,000 shares of company stock worth $6,119,000 over the last ninety days. 18.51% of the stock is owned by corporate insiders.

Baldwin Insurance Group Profile

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.