William Blair Has Bearish Forecast for BWIN Q4 Earnings

The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) – Stock analysts at William Blair reduced their Q4 2025 EPS estimates for The Baldwin Insurance Group in a research report issued on Wednesday, May 7th. William Blair analyst A. Klauber now forecasts that the company will post earnings per share of $0.19 for the quarter, down from their previous forecast of $0.20. The consensus estimate for The Baldwin Insurance Group’s current full-year earnings is $1.01 per share.

BWIN has been the topic of several other research reports. Jefferies Financial Group lifted their price target on shares of The Baldwin Insurance Group from $41.00 to $42.00 and gave the stock a “hold” rating in a research report on Friday, April 11th. BMO Capital Markets initiated coverage on shares of The Baldwin Insurance Group in a research report on Thursday, March 27th. They issued an “outperform” rating and a $53.00 price target on the stock. Wells Fargo & Company lifted their price target on shares of The Baldwin Insurance Group from $33.00 to $34.00 and gave the stock an “underweight” rating in a research report on Thursday, April 10th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and issued a $45.00 price target (up previously from $39.00) on shares of The Baldwin Insurance Group in a research report on Tuesday, April 8th. One investment analyst has rated the stock with a sell rating, two have given a hold rating, four have assigned a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $45.29.

The Baldwin Insurance Group Trading Down 1.6%

The Baldwin Insurance Group stock opened at $38.77 on Monday. The firm has a 50 day simple moving average of $41.95 and a 200-day simple moving average of $42.23. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.98 and a quick ratio of 0.98. The stock has a market capitalization of $4.56 billion, a PE ratio of -60.58, a price-to-earnings-growth ratio of 1.17 and a beta of 1.77. The Baldwin Insurance Group has a 12-month low of $31.47 and a 12-month high of $55.82.

Hedge Funds Weigh In On The Baldwin Insurance Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. FMR LLC acquired a new position in The Baldwin Insurance Group in the 4th quarter worth approximately $325,535,000. Vanguard Group Inc. acquired a new position in The Baldwin Insurance Group in the 4th quarter worth approximately $255,331,000. William Blair Investment Management LLC purchased a new stake in The Baldwin Insurance Group in the 4th quarter worth approximately $190,218,000. Bamco Inc. NY purchased a new stake in The Baldwin Insurance Group in the 4th quarter worth approximately $116,668,000. Finally, Capital International Investors purchased a new stake in The Baldwin Insurance Group in the 4th quarter worth approximately $99,040,000. Institutional investors and hedge funds own 77.49% of the company’s stock.

Insider Buying and Selling

In related news, General Counsel Seth Bala Cohen sold 12,293 shares of the firm’s stock in a transaction that occurred on Thursday, February 27th. The shares were sold at an average price of $41.54, for a total value of $510,651.22. Following the completion of the transaction, the general counsel now owns 8,813 shares of the company’s stock, valued at approximately $366,092.02. This trade represents a 58.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Trevor Baldwin sold 68,740 shares of the firm’s stock in a transaction that occurred on Wednesday, March 12th. The stock was sold at an average price of $40.60, for a total transaction of $2,790,844.00. Following the completion of the transaction, the chief executive officer now directly owns 80,663 shares of the company’s stock, valued at $3,274,917.80. This represents a 46.01% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 131,836 shares of company stock valued at $5,330,639. Company insiders own 18.51% of the company’s stock.

About The Baldwin Insurance Group

The Baldwin Insurance Group, Inc operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions.