Westfield Capital Management Co. LP Trims Holdings in Baldwin Insurance Group, Inc. $BWIN

Westfield Capital Management Co. LP decreased its holdings in shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) by 12.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,071,136 shares of the company’s stock after selling 154,812 shares during the period. Westfield Capital Management Co. LP’s holdings in Baldwin Insurance Group were worth $30,217,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in BWIN. MTM Investment Management LLC purchased a new position in shares of Baldwin Insurance Group during the second quarter valued at approximately $30,000. AlphaQuest LLC lifted its stake in Baldwin Insurance Group by 249.2% in the third quarter. AlphaQuest LLC now owns 1,952 shares of the company’s stock worth $55,000 after acquiring an additional 1,393 shares during the period. Elevation Point Wealth Partners LLC bought a new stake in Baldwin Insurance Group in the second quarter valued at $58,000. Strs Ohio bought a new stake in Baldwin Insurance Group in the first quarter valued at $72,000. Finally, First Horizon Advisors Inc. increased its position in Baldwin Insurance Group by 29.6% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,834 shares of the company’s stock valued at $79,000 after purchasing an additional 419 shares during the period. 77.49% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Wells Fargo & Company raised their target price on shares of Baldwin Insurance Group from $25.00 to $27.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Wall Street Zen raised shares of Baldwin Insurance Group from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Jefferies Financial Group reaffirmed a “hold” rating and set a $28.00 price objective on shares of Baldwin Insurance Group in a research report on Monday, December 15th. UBS Group reduced their target price on Baldwin Insurance Group from $52.00 to $47.00 and set a “buy” rating on the stock in a report on Monday, November 10th. Finally, TD Cowen began coverage on Baldwin Insurance Group in a research report on Wednesday. They issued a “buy” rating for the company. Three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $33.83.

Baldwin Insurance Group Price Performance

Shares of BWIN opened at $18.49 on Friday. Baldwin Insurance Group, Inc. has a fifty-two week low of $15.88 and a fifty-two week high of $47.15. The firm’s 50-day simple moving average is $22.27 and its two-hundred day simple moving average is $25.95. The stock has a market cap of $2.19 billion, a PE ratio of -43.00, a price-to-earnings-growth ratio of 0.62 and a beta of 1.33. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.15 and a current ratio of 1.15.

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 analysts’ consensus estimates of $0.29 by $0.02. Baldwin Insurance Group had a positive return on equity of 12.65% and a negative net margin of 1.89%.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 firm posted $0.27 EPS. The business’s revenue for the quarter was up 5.3% compared to the same quarter last year. Analysts anticipate that Baldwin Insurance Group, Inc. will post 1.01 earnings per share for the current fiscal year.

Trending Headlines about Baldwin Insurance Group

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

• Positive Sentiment: TD Cowen initiated coverage with a “buy” rating, providing independent analyst support and new institutional visibility that often boosts demand for mid‑cap names. Baldwin Insurance Group (NASDAQ:BWIN) Coverage Initiated at TD Cowen
• Positive Sentiment: The board authorized up to $250 million for share repurchases — a sizable buyback that can reduce float, support EPS and signal management confidence in the business. The Baldwin Group Announces Fourth Quarter and Full Year 2025 Results and $250 Million Share Repurchase Program
• Positive Sentiment: Strategic partnership with Fairway Independent Mortgage expands referral channels into mortgage origination flows, which could drive personal‑lines growth and cross‑sell opportunities. The Baldwin Group Announces Strategic Partnership With Fairway Independent Mortgage Corporation
• Positive Sentiment: Q4 2025 results: EPS of $0.31 beat consensus ($0.29) and EPS rose vs. prior year; management highlighted strength in the UCTS segment, supporting near‑term profitability narratives. The Baldwin Insurance Group Inc (BWIN) Q4 2025 Earnings Call Highlights: Strong UCTS Segment …
• Neutral Sentiment: Valuation commentary and analyst writeups are circulating as investors re‑price the stock post‑results; these pieces analyze value after the buyback and partnership announcements and may influence longer‑term sentiment. A Look At Baldwin Insurance Group (BWIN) Valuation After Fairway Home Insurance Partnership News
• Neutral Sentiment: Zacks and other outlets summarized the quarter and metrics vs. estimates — useful context for investors but largely reiterative of the beat and revenue details. The Baldwin Insurance Group (BWIN) Surpasses Q4 Earnings Estimates
• Negative Sentiment: Revenue for the quarter missed consensus modestly ($347.3M vs. $351.8M) and the company still shows a negative net margin (-1.89%) and elevated leverage (debt/equity ~1.45), which are risks that could cap upside if margins or top‑line growth disappoint. Baldwin Insurance Group Earnings and Press Release (MarketBeat)

Insider Activity

In related news, insider James Morgan Roche sold 100,000 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $24.20, for a total value of $2,420,000.00. Following the transaction, the insider owned 122,113 shares in the company, valued at $2,955,134.60. The trade was a 45.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Over the last ninety days, insiders sold 255,000 shares of company stock valued at $6,119,000. 18.51% of the stock is owned by insiders.

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.