Baldwin Insurance Group (NASDAQ:BWIN) Updates Q2 2026 Earnings Guidance

Baldwin Insurance Group (NASDAQ:BWIN) issued an update on its second quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.440-0.480 for the period, compared to the consensus earnings per share estimate of 0.450. The company issued revenue guidance of $485.0 million-$495.0 million, compared to the consensus revenue estimate of $502.4 million.

Baldwin Insurance Group Price Performance

Shares of BWIN stock traded up $0.08 during trading hours on Wednesday, reaching $21.35. The company had a trading volume of 598,486 shares, compared to its average volume of 1,633,684. The company has a market capitalization of $3.05 billion, a price-to-earnings ratio of -31.81, a PEG ratio of 0.85 and a beta of 1.23. Baldwin Insurance Group has a 12-month low of $15.88 and a 12-month high of $45.16. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.16 and a current ratio of 1.16. The stock has a fifty day moving average of $22.01 and a 200-day moving average of $23.22.

Baldwin Insurance Group (NASDAQ:BWIN) last issued its quarterly earnings data 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). Baldwin Insurance Group had a positive return on equity of 13.67% and a negative net margin of 2.80%.The business had revenue of $532.24 million during the quarter, compared to analysts’ expectations of $524.07 million. During the same quarter in the previous year, the company posted $0.65 earnings per share. The company’s revenue was up 28.7% on a year-over-year basis. On average, equities analysts anticipate that Baldwin Insurance Group will post 1.27 earnings per share for the current year.

Wall Street Analyst Weigh In

BWIN has been the topic of several recent analyst reports. Wall Street Zen raised Baldwin Insurance Group from a “sell” rating to a “hold” rating in a report on Saturday, February 7th. TD Cowen initiated coverage on Baldwin Insurance Group in a report on Wednesday, February 25th. They issued a “buy” rating on the stock. Bank of America dropped their target price on Baldwin Insurance Group from $38.00 to $36.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Keefe, Bruyette & Woods dropped their target price on Baldwin Insurance Group from $29.00 to $26.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Finally, UBS Group dropped their target price on Baldwin Insurance Group from $44.00 to $40.00 and set a “buy” rating on the stock in a report on Monday, March 9th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $30.25.

Insider Buying and Selling

In other Baldwin Insurance Group news, Director Paul Eugene Sparks acquired 15,200 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was acquired at an average cost of $22.10 per share, with a total value of $335,920.00. Following the purchase, the director directly owned 996,706 shares in the company, valued at approximately $22,027,202.60. This trade represents a 1.55% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. Also, major shareholder Elizabeth Krystyn sold 119,987 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $21.25, for a total transaction of $2,549,723.75. Additional details regarding this sale are available in the official SEC disclosure. 20.14% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. California State Teachers Retirement System boosted its position in Baldwin Insurance Group by 0.9% during the 2nd quarter. California State Teachers Retirement System now owns 61,912 shares of the company’s stock worth $2,650,000 after purchasing an additional 555 shares during the period. NewEdge Advisors LLC raised its stake in shares of Baldwin Insurance Group by 6.7% in the 1st quarter. NewEdge Advisors LLC now owns 11,075 shares of the company’s stock valued at $495,000 after purchasing an additional 700 shares in the last quarter. Alliancebernstein L.P. raised its stake in Baldwin Insurance Group by 0.9% during the third quarter. Alliancebernstein L.P. now owns 82,834 shares of the company’s stock worth $2,337,000 after acquiring an additional 715 shares during the period. Orion Porfolio Solutions LLC raised its stake in Baldwin Insurance Group by 4.1% during the third quarter. Orion Porfolio Solutions LLC now owns 23,369 shares of the company’s stock worth $659,000 after acquiring an additional 914 shares during the period. Finally, Panagora Asset Management Inc. raised its stake in Baldwin Insurance Group by 4.9% during the fourth quarter. Panagora Asset Management Inc. now owns 26,783 shares of the company’s stock worth $644,000 after acquiring an additional 1,249 shares during the period. Institutional investors and hedge funds 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.