Baldwin Insurance Group (NASDAQ:BWIN) Issues Q3 2026 Earnings Guidance

Baldwin Insurance Group (NASDAQ:BWIN) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.420-0.460 for the period, compared to the consensus EPS estimate of 0.410. The company issued revenue guidance of $485.0 million-$495.0 million, compared to the consensus revenue estimate of $493.1 million.

Baldwin Insurance Group Price Performance

NASDAQ BWIN traded down $1.53 during mid-day trading on Thursday, hitting $26.69. The stock had a trading volume of 1,077,725 shares, compared to its average volume of 1,637,527. The firm’s 50 day moving average is $23.34 and its 200 day moving average is $22.28. The company has a debt-to-equity ratio of 1.51, a current ratio of 1.08 and a quick ratio of 1.08. The stock has a market capitalization of $3.81 billion, a price-to-earnings ratio of -39.84, a PEG ratio of 1.03 and a beta of 1.08. Baldwin Insurance Group has a twelve month low of $15.88 and a twelve month high of $37.44.

Baldwin Insurance Group (NASDAQ:BWIN) last issued its earnings results on Monday, May 4th. The company reported $0.63 earnings per share for the quarter, missing the consensus estimate of $0.64 by ($0.01). The company had revenue of $532.24 million for the quarter, compared to analyst estimates of $524.07 million. Baldwin Insurance Group had a positive return on equity of 12.35% and a negative net margin of 2.80%.The company’s revenue for the quarter was up 28.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.65 earnings per share. Equities research analysts forecast that Baldwin Insurance Group will post 1.38 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Keefe, Bruyette & Woods raised their price objective on Baldwin Insurance Group from $26.00 to $31.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. Weiss Ratings raised shares of Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, July 8th. BMO Capital Markets lifted their price target on shares of Baldwin Insurance Group from $23.00 to $25.00 and gave the company a “market perform” rating in a research report on Tuesday, June 23rd. Zacks Research raised shares of Baldwin Insurance Group from a “strong sell” rating to a “hold” rating in a research note on Friday, June 12th. Finally, Wells Fargo & Company upped their price objective on shares of Baldwin Insurance Group from $24.00 to $27.00 and gave the stock an “equal weight” rating in a report on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Baldwin Insurance Group has a consensus rating of “Moderate Buy” and an average price target of $30.00.

Insider Buying and Selling

In related news, major shareholder Elizabeth Krystyn sold 130,018 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $21.20, for a total transaction of $2,756,381.60. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 15.80% of the stock is owned by company insiders.

Institutional Inflows and Outflows

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 shares of Baldwin Insurance Group in the third quarter valued at approximately $39,000. Strs Ohio purchased a new stake in Baldwin Insurance Group during the 1st quarter worth approximately $72,000. CIBC Bancorp USA Inc. acquired a new stake in Baldwin Insurance Group during the 3rd quarter worth approximately $211,000. Cetera Investment Advisers acquired a new stake in Baldwin Insurance Group during the 2nd quarter worth approximately $212,000. Finally, Snowden Capital Advisors LLC purchased a new position in Baldwin Insurance Group in the 2nd quarter valued at approximately $291,000. Hedge funds and other institutional investors own 77.49% of the company’s stock.

Baldwin Insurance Group Company 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.