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

Baldwin Insurance Group (NASDAQ:BWIN) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share 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.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on BWIN shares. BMO Capital Markets boosted their price objective on shares of Baldwin Insurance Group from $23.00 to $25.00 and gave the stock a “market perform” rating in a research note on Tuesday, June 23rd. Morgan Stanley set a $28.00 target price on shares of Baldwin Insurance Group in a research note on Monday, June 22nd. UBS Group reduced their price target on Baldwin Insurance Group from $40.00 to $35.00 and set a “buy” rating for the company in a report on Tuesday, June 9th. Weiss Ratings raised Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, July 8th. Finally, Keefe, Bruyette & Woods upped their price objective on Baldwin Insurance Group from $26.00 to $31.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $30.00.

Baldwin Insurance Group Stock Performance

BWIN stock traded down $1.53 during trading hours on Thursday, hitting $26.69. 1,077,725 shares of the stock were exchanged, compared to its average volume of 1,175,444. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 1.51. The firm has a market capitalization of $3.81 billion, a P/E ratio of -39.84, a P/E/G ratio of 1.01 and a beta of 1.08. The company has a 50-day simple moving average of $23.47 and a two-hundred day simple moving average of $22.28. Baldwin Insurance Group has a 12 month low of $15.88 and a 12 month high of $37.44.

Baldwin Insurance Group (NASDAQ:BWIN) last announced its earnings results on Thursday, July 30th. The company reported $0.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.46 by $0.02. Baldwin Insurance Group had a negative net margin of 2.80% and a positive return on equity of 12.35%. The company had revenue of $492.94 million during the quarter, compared to analysts’ expectations of $492.33 million. During the same quarter in the previous year, the business posted $0.42 earnings per share. Baldwin Insurance Group’s quarterly revenue was up 30.1% on a year-over-year basis. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. On average, analysts forecast that Baldwin Insurance Group will post 1.38 earnings per share for the current fiscal year.

Insider Activity at Baldwin Insurance Group

In other news, major shareholder Elizabeth Krystyn sold 130,018 shares of Baldwin Insurance Group stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $21.20, for a total value of $2,756,381.60. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 15.80% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of BWIN. State Street Corp grew its stake in Baldwin Insurance Group by 0.7% during the fourth quarter. State Street Corp now owns 2,131,619 shares of the company’s stock worth $51,223,000 after buying an additional 14,968 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Baldwin Insurance Group by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 1,738,132 shares of the company’s stock valued at $41,774,000 after purchasing an additional 28,355 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Baldwin Insurance Group by 4.0% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,142,389 shares of the company’s stock valued at $27,457,000 after purchasing an additional 43,563 shares in the last quarter. Bank of America Corp DE increased its stake in shares of Baldwin Insurance Group by 6.4% in the 2nd quarter. Bank of America Corp DE now owns 686,728 shares of the company’s stock valued at $29,399,000 after purchasing an additional 41,303 shares during the last quarter. Finally, MetLife Investment Management LLC increased its stake in shares of Baldwin Insurance Group by 1,376.4% in the 4th quarter. MetLife Investment Management LLC now owns 619,292 shares of the company’s stock valued at $14,882,000 after purchasing an additional 577,345 shares during the last quarter. 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.