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

Baldwin Insurance Group (NASDAQ:BWIN) updated 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.

Analysts Set New Price Targets

Several equities analysts recently issued reports on BWIN shares. Bank of America lowered their price target on Baldwin Insurance Group from $38.00 to $36.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Weiss Ratings raised Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, July 8th. UBS Group lowered their price objective on Baldwin Insurance Group from $40.00 to $35.00 and set a “buy” rating on the stock in a research report on Tuesday, June 9th. Wells Fargo & Company upped their target price on Baldwin Insurance Group from $24.00 to $27.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Baldwin Insurance Group in a research report on Monday, June 15th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Baldwin Insurance Group presently has a consensus rating of “Moderate Buy” and an average price target of $30.00.

Baldwin Insurance Group Price Performance

BWIN traded up $1.05 during midday trading on Friday, reaching $27.74. 1,253,548 shares of the company’s stock were exchanged, compared to its average volume of 1,141,866. The firm has a market capitalization of $3.95 billion, a price-to-earnings ratio of -26.67, a price-to-earnings-growth ratio of 0.96 and a beta of 1.08. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 1.51. Baldwin Insurance Group has a one year low of $15.88 and a one year high of $37.44. The business has a 50-day simple moving average of $23.63 and a two-hundred day simple moving average of $22.32.

Baldwin Insurance Group (NASDAQ:BWIN) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.47 by $0.01. The firm had revenue of $492.94 million during the quarter, compared to analyst estimates of $492.33 million. Baldwin Insurance Group had a positive return on equity of 13.10% and a negative net margin of 4.67%.The business’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same period in the prior year, the company posted $0.42 earnings per share. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. As a group, research analysts predict that Baldwin Insurance Group will post 1.38 EPS for the current year.

Insider Activity

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

Trending Headlines about Baldwin Insurance Group

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

• Positive Sentiment: Second-quarter results exceeded expectations. BWIN reported adjusted earnings of $0.48 per share, above the $0.46 consensus estimate and up from $0.42 a year earlier. Revenue rose 30.1% year over year to $492.9 million, narrowly surpassing expectations. The Baldwin Group Announces Second Quarter 2026 Results
• Positive Sentiment: Third-quarter EPS guidance was above Wall Street’s forecast. Management projected earnings of $0.42-$0.46 per share, compared with the $0.41 consensus estimate. The outlook supports expectations for continued earnings growth and likely helped improve investor sentiment. Baldwin Insurance Group Earnings and Guidance
• Positive Sentiment: Revenue growth remained robust. The company’s quarterly presentation and earnings call highlighted total revenue growth of approximately 30%, indicating continued expansion across its insurance distribution operations. Baldwin Insurance Group Q2 Results Presentation
• Neutral Sentiment: Underlying organic growth was more moderate. Organic revenue growth was approximately 2% year over year, suggesting that much of the reported expansion may have come from acquisitions or other non-organic factors. The Baldwin Group Announces Second Quarter 2026 Results
• Negative Sentiment: Revenue guidance was slightly below consensus at the midpoint. BWIN forecast third-quarter revenue of $485 million-$495 million, implying a $490 million midpoint versus analysts’ $493.1 million estimate. The company also continues to report a negative net margin, which may limit the impact of the earnings beat. BWIN Q2 Key Metrics Versus Estimates

Hedge Funds Weigh In On Baldwin Insurance Group

Several hedge funds have recently added to or reduced their stakes in the stock. Caitong International Asset Management Co. Ltd acquired a new stake in Baldwin Insurance Group during the 3rd quarter worth approximately $39,000. Strs Ohio acquired a new position in shares of Baldwin Insurance Group in the first quarter valued at approximately $72,000. CIBC Bancorp USA Inc. bought a new stake in shares of Baldwin Insurance Group during the third quarter worth $211,000. Cetera Investment Advisers acquired a new stake in shares of Baldwin Insurance Group during the second quarter worth $212,000. Finally, Snowden Capital Advisors LLC acquired a new stake in shares of Baldwin Insurance Group during the second quarter worth $291,000. Institutional investors and hedge funds own 77.49% of the company’s stock.

About Baldwin Insurance Group

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.