Form 4 The Baldwin Insurance Group, Inc For: 2 October By Investing.com
This article reports on a Form 4 filing for The Baldwin Insurance Group, Inc. related to activity on October 2nd. The content is brief and primarily serves as an announcement for this regulatory filing. The article also lists the company's stock symbol BWIN and financial market data.
Form 4 The Baldwin Insurance Group, Inc For: 2 October By Investing.com
This article reports on a Form 4 filing for The Baldwin Insurance Group, Inc. on October 2. The filing is brief and primarily serves as a notification, with no detailed financial information provided in the article itself. The content also includes various market data and other news headlines from Investing.com.
An 824-share award leaves Baldwin Insurance Group (BWIN) director holding 11,078 shares directly.
Baldwin Insurance Group director Sathish Muthukrishnan was awarded 824 shares of Class A Common Stock on October 1, 2026, at a price of $0.00 per share. Following this grant, Muthukrishnan's direct holdings in the company increased to 11,078 shares. This transaction was reported in a Form 4 SEC filing, indicating an insider acquisition through an award rather than a market purchase.
A stake above 5% in Baldwin Insurance Group (BWIN) is reported by a fund manager and its managing member.
Glazer Capital, LLC and its managing member, Paul J. Glazer, have reported a beneficial ownership of 5,179,906 shares, or 5.35%, of Baldwin Insurance Group's (BWIN) Class A common stock through a Schedule 13G filing. They hold shared voting and dispositive power over these shares, which are managed by Glazer Capital, with Glazer Capital Enhanced Master Fund, Ltd. identified as having the right to direct proceeds from sales. The filing clarifies that this is not an admission of beneficial ownership for Section 13 purposes.
Baldwin Insurance Group (NASDAQ: BWIN) Concludes Interim Finance Role as Corbyn Lichon Returns on September 21, 2026
Corbyn Lichon has resumed her role as Chief Accounting Officer at Baldwin Insurance Group (NASDAQ: BWIN) as of September 21, 2026, marking the end of Johnathan Daniel's interim appointment in that position. Daniel has returned to his previous role as Executive Director of Finance. No compensation changes were made in connection with these leadership transitions.
Baldwin Insurance Group Announces Return of Chief Accounting Officer Corbyn Lichon Post-Maternity Leave
The Baldwin Insurance Group, Inc. announced that Chief Accounting Officer Corbyn Lichon has returned from maternity leave, resuming her position on September 21, 2026. Johnathan Daniel, who served as interim CAO, has returned to his role as Executive Director of Finance. No changes to compensation were made for either executive in relation to these transitions.
SHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of The Baldwin Insurance Group, Inc. (NASDAQ: BWIN)
Monteverde & Associates PC, a class action firm, has announced an investigation into The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) concerning its proposed sale to Sequence AI Holdings, Inc. Shareholders are expected to receive $32.50 per share in cash. The firm is inviting Baldwin shareholders to contact them to determine if the deal is fair.
Analysts Are Neutral on Top Financial Stocks: Jefferies (JEF), Baldwin Insurance Group (BWIN)
Analysts have issued neutral ratings for financial stocks Jefferies (JEF) and Baldwin Insurance Group (BWIN), indicating neither bullish nor bearish sentiment. UBS analyst Michael Brown maintained a Hold rating for Jefferies with a $61.00 price target, while BMO Capital analyst Charlie Lederer maintained a Hold rating for Baldwin Insurance Group with a $32.50 price target. The consensus for both stocks is currently a "Moderate Buy."
BWIN Investors Have Opportunity to Join The Baldwin Insurance Group, Inc. Fraud Investigation with SBS Law
Schall, Brown & Schwartz LLP (SBS) has launched an investigation into The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) for potential breaches of fiduciary duty by its directors and management. The firm is inviting Baldwin shareholders who have suffered losses to participate in the investigation to determine if the board failed in its duties. Interested investors can contact SBS Law to discuss their rights free of charge.
Baldwin Insurance Group (NASDAQ: BWIN) Announces $32.50 Per Share Cash Merger Offer
Baldwin Insurance Group has agreed to a merger with entities supported by Sequence AI Holdings, where Class A shares will be exchanged for $32.50 in cash. The company will become a wholly owned subsidiary, leading to the delisting of its securities. The merger is backed by equity and debt financing and is contingent on customary closing conditions, including shareholder approval.
Form 8K Baldwin Insurance Group Inc For: 14 September By Investing.com
This article reports that Baldwin Insurance Group Inc. filed a Form 8K on September 14, 2026. Form 8K is a crucial document used by public companies to announce major events that shareholders should know about. The article, published by Investing.com, indicates the filing is an important disclosure for investors tracking BWIN.
DFO Management, LLC and Sequence AI Holdings, Inc. entered into a definitive agreement to acquire an additional majority stake in The Baldwin Insurance Group, Inc. for $4.6 billion.
DFO Management, LLC and Sequence AI Holdings, Inc. have agreed to acquire an additional majority stake in The Baldwin Insurance Group, Inc. for $4.6 billion. Baldwin shareholders will receive $32.50 per share in cash, representing an 88% premium. The transaction, valuing Baldwin at approximately $7.7 billion including debt, is expected to close in Q1 2027 and will make Baldwin a privately held company.
Form 8K Baldwin Insurance Group Inc For: 14 September By Investing.com
The article reports on a Form 8K filing by Baldwin Insurance Group Inc. on September 14, 2026. This brief piece, published by Investing.com, indicates the routine disclosure of significant events by the company. It serves as a straightforward announcement of a corporate filing.
KBW Reaffirms Their Buy Rating on Assured Guaranty (AGO)
KBW analyst Thomas McJoynt Griffith has reiterated a Buy rating on Assured Guaranty (AGO), setting a price target of $97.00. This recommendation comes despite a negative insider sentiment, with several insiders selling shares recently. Assured Guaranty reported a quarterly revenue of $197 million and a net profit of $39 million for the quarter ending June 30.
Bank of New York Mellon Corp Makes New $81.80 Million Investment in Baldwin Insurance Group, Inc. $BWIN
Bank of New York Mellon Corp has made a significant new investment of $81.80 million in Baldwin Insurance Group, acquiring over 3 million shares, which represents a 2.16% stake in the company. This move comes as other hedge funds also adjusted their holdings in Baldwin Insurance Group, with institutional investors and hedge funds collectively owning a substantial 77.49% of the stock. Baldwin Insurance Group reported strong quarterly results, exceeding EPS and revenue estimates, and analysts maintain a "Moderate Buy" consensus for the stock.
Analysts Conflicted on These Financial Names: Progressive (PGR) and Carlyle Secured Lending Inc (CGBD)
This article highlights recent analyst ratings for two financial companies: Progressive (PGR) and Carlyle Secured Lending Inc (CGBD). Raymond James maintained a Buy rating on Progressive with a $233.88 price target, while Bank of America Securities maintained a Sell rating on Carlyle Secured Lending Inc. Overall, Progressive holds a Moderate Buy consensus, and Carlyle Secured Lending Inc has a Hold consensus.
Baldwin Insurance Group, Inc. $BWIN Shares Purchased by Bank of America Corp DE
Bank of America Corp DE increased its stake in Baldwin Insurance Group (NASDAQ:BWIN) by 51.9% in the first quarter, now holding 848,407 shares worth $18.6 million. Institutional investors collectively own 77.49% of the company, which analysts have rated as a "Moderate Buy" with a consensus price target of $30.33. Baldwin recently reported strong quarterly earnings, exceeding estimates with $0.48 EPS and a 30.1% year-over-year revenue increase to $492.94 million.
MBIA (MBI) Gets a Buy from KBW
KBW analyst Thomas McJoynt Griffith has reiterated a Buy rating for MBIA (MBI) and set a price target of $7.00. This recommendation comes despite the company reporting a GAAP net loss of $46 million on revenues of $27 million for the quarter ending June 30, though this was an improvement from the previous year's $56 million net loss on $23 million revenue. The Street generally holds a Moderate Buy consensus for MBIA, with an average price target matching KBW's $7.00.
Baldwin Insurance Group (BWIN) Is Up 6.5% After Q2 Loss Widens Despite Revenue Growth and Q3 Outlook
Baldwin Insurance Group (BWIN) reported increased revenue of US$492.94 million in Q2 2026 but saw its net loss widen to US$39.00 million. The company also issued Q3 revenue guidance between US$485 million and US$495 million. Investors are now focused on how the company will balance its revenue growth with cost discipline and address sustained margin pressures and elevated leverage.
ETFs Investing in Baldwin Insurance Group, Inc. Class A Stocks
This article lists various ETFs that include Baldwin Insurance Group, Inc. Class A (BWIN) stocks in their holdings. The ETFs are sorted by market value and include details such as issuer, management style, expense ratio, and performance metrics. The information aims to help investors identify funds offering diversified exposure to BWIN with potentially lower risk.
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year
The Baldwin Insurance Group (NASDAQ:BWIN) released its second-quarter results, showing revenues in line with expectations but ballooning losses. Analysts have updated their forecasts, maintaining revenue projections but increasing their per-share loss estimates for 2026. Despite the higher forecast losses, the consensus price target remained steady, suggesting these are not expected to impact the long-term valuation.
Baldwin Insurance Group (BWIN) Stock Climbs As Margin Gains Outpace Loss Fears
Baldwin Insurance Group (BWIN) saw its stock jump 4% after its Q2 earnings report, despite a GAAP loss of US$39 million. Investors focused on strong core engine performance, with revenue of US$492.9 million and a firm adjusted EBITDA margin of 23.7%, validating the company's recovery thesis. While organic growth remains moderate and a widened GAAP loss persists, the improved margin profile and cash conversion suggest progress for the company.
The Baldwin Group Reports $56M Q2 Net Loss as Revenue Rises 30%
The Baldwin Group (NASDAQ: BWIN) announced its second-quarter 2026 results, reporting a GAAP net loss of $56.0 million and a diluted loss per share of $0.42, despite a 30% year-over-year increase in total revenue to $492.9 million. The company achieved a 37% growth in adjusted EBITDA to $116.7 million and a 437% increase in adjusted free cash flow to $46.4 million. Management expressed optimism for the second half of 2026, anticipating that recent headwinds will transition into tailwinds.
How Q2 Losses but Strong Adjusted Earnings At Baldwin Insurance Group (BWIN) Have Changed Its Investment Story
Baldwin Insurance Group (BWIN) reported widened net losses in Q2 2026, reaching US$39 million, despite a significant revenue increase to US$492.94 million. However, adjusted diluted earnings per share were strong at US$0.48, and adjusted EBITDA rose 37% year over year, buoyed by CAC integration and margin gains. The company's investment narrative remains centered on converting strong revenue growth from tech-enabled distribution and partnerships, like the recent collaboration with Fairway Independent Mortgage Corporation, into durable profitability, while managing risks from leverage and pricing pressures.
Earnings Flash (BWIN) The Baldwin Insurance Group, Inc. Reports Q2 Revenue $492.9M, vs. FactSet Est of $492.3M
The Baldwin Insurance Group, Inc. (BWIN) reported its Q2 revenue at $492.9 million, surpassing the FactSet estimate of $492.3 million. This financial update indicates a stronger-than-expected revenue performance for the company in the second quarter. The report is part of the company's broader Q2 2026 earnings call and financial results announcements.
Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Baldwin Insurance Group (NASDAQ:BWIN) has received a "Moderate Buy" consensus rating from eleven brokerages, with an average 1-year price target of $30.00. Despite recent mixed analyst updates, most were positive, including price target increases from JPMorgan and Keefe, Bruyette & Woods. The company recently reported Q1 earnings of $0.63 per share, slightly below estimates, but revenue rose 28.7% year over year.
How Shifting Sentiment Around Growth and Risk Will Impact Baldwin Insurance Group (BWIN) Investors
Baldwin Insurance Group (BWIN) has seen renewed investor attention due to shifting market sentiment, despite a weaker long-term shareholder outcome. The article discusses how this sentiment, rather than specific corporate announcements, is influencing the insurer's growth profile, performance metrics, and risk-reward balance. Key to Baldwin's narrative are its embedded distribution efforts, technology investments, and Medicare recovery, with investor focus on its execution of partnerships like the one with Fairway Independent Mortgage Corporation.
Analysts Offer Insights on Financial Companies: Hagerty Inc Class A (HGTY) and OneMain Holdings (OMF)
Two financial companies, Hagerty Inc Class A (HGTY) and OneMain Holdings (OMF), have received bullish sentiments from analysts. Thomas McJoynt Griffith from KBW maintained a Buy rating on Hagerty with a $15.00 price target, while Mihir Bhatia from Bank of America Securities assigned a Buy rating to OneMain Holdings with a $65.00 price target. Both companies are trading near their 52-week highs, and analysts project potential upside.
Baldwin Insurance (BWIN) director reports 1,207-share grant and tax withholding
Baldwin Insurance Group director Paul Eugene Sparks reported receiving a grant of 1,207 shares of Class A common stock, with 416 shares withheld to cover income tax obligations. Following these transactions, his direct holdings increased to 2,698 shares. Sparks also holds significant indirect interests in the company through an IRA, an inheritor's trust, and an LLC.
Director at Baldwin Insurance Group (BWIN) receives 1,207-share equity grant
Chris Thomas Sullivan, a director at Baldwin Insurance Group (BWIN), reported receiving an equity grant of 1,207 shares of Class A Common Stock. This award, valued at $0.00 per share, increases his direct holdings to 85,682 shares. The transaction was noted as a compensation-related grant rather than an open-market purchase, as detailed in the filed Form 4.
Baldwin Insurance (NASDAQ: BWIN) director receives 1,207-share stock grant
Baldwin Insurance Group (NASDAQ: BWIN) director Ellyn Shook was granted 1,207 shares of Class A Common Stock as equity compensation. This transaction, reported on Form 4, increased Shook's direct holdings to 14,445 shares. The grant was valued at $0.0000 per share, indicating it was an award rather than an open-market purchase.
Director at Baldwin Insurance (BWIN) receives 1,207-share stock award
Joseph John Kadow, a director at Baldwin Insurance Group, Inc. (BWIN), has received a stock award of 1,207 Class A Common Stock shares at a stated price of $0.0000 per share. This compensation-related grant increased his direct holdings to 19,600 shares, with an additional 5,000 shares held indirectly through a revocable trust. The transaction was not an open-market purchase or sale.
Form 4 Baldwin Insurance Group Inc For: 2 July By Investing.com
This article announces that Baldwin Insurance Group Inc. filed a Form 4 for insider transactions on July 2nd. It was published by Investing.com, a platform that provides financial market data and news. The content primarily serves as a placeholder for the Form 4 announcement within a larger financial news portal.
Baldwin Insurance Group (BWIN) director awarded 1,207 Class A shares
Barbara Ruth Matas, a director at Baldwin Insurance Group (BWIN), was awarded 1,207 shares of Class A common stock at no cash price. This compensation-related grant increased her direct holdings to 19,600 shares. The transaction was reported in a Form 4 SEC filing on July 2, 2026.
Director at Baldwin Insurance (BWIN) receives 1,207-share stock grant
Baldwin Insurance Group director Jay A. Cohen received a grant of 1,207 shares of Class A Common Stock as a stock award, with the shares acquired at $0.00 per share, indicating compensation rather than a purchase. Following this grant, Cohen now directly holds 18,623 shares of Class A Common Stock. The transaction was reported in a Form 4 filing, highlighting an increase in his holdings without any sales.
Director at Baldwin Insurance (BWIN) awarded 1,207 Class A shares
Baldwin Insurance Group director Myron K. Williams was granted 1,207 shares of Class A Common Stock on July 1, 2026, at a price of $0.00 per share, indicating a compensation-related award. Following this transaction, Williams directly holds 14,445 shares of the company. The Form 4 filing reports this as an acquisition transaction and confirms no derivative securities.
Director at Baldwin Insurance (BWIN) granted 1,207 new shares
Baldwin Insurance Group, Inc. director Muthukrishnan Sathish was granted 1,207 shares of Class A Common Stock at $0.00 per share, a compensation-related award. This transaction increased his direct holdings to 10,254 shares of Class A Common Stock. The filing, categorized as "Neutral" in impact and sentiment by Rhea-AI, details the non-derivative securities acquired by the director.
Baldwin Insurance (BWIN) director awarded 1,207 Class A shares in Form 4
Baldwin Insurance Group director Sunita Parasuraman was granted 1,207 shares of Class A Common Stock as a compensation-related award, increasing her direct holdings to 14,445 shares. This transaction, reported in a Form 4 filing, involved no cash payment and is considered a routine equity-based compensation rather than a market purchase, signaling a neutral impact on her sentiment towards the company.
Baldwin Insurance Group, Inc. Class A Actuals & Estimates (NASDAQ:BWIN)
This article provides an overview of Baldwin Insurance Group, Inc. (NASDAQ: BWIN) stock performance, financials, and analyst forecasts. It details stock price movements, market capitalization, earnings reports, and future revenue expectations. The article also includes frequently asked questions regarding BWIN's stock ticker, volatility, trading information, and investment advice.
The Baldwin Group to Report Second Quarter 2026 Results on Thursday, July 30, 2026
The Baldwin Group, Inc. (NASDAQ: BWIN) announced it will report its second quarter 2026 financial results after market close on Thursday, July 30, 2026. The company will also host a live audio webcast on the same day at 5:00 pm Eastern Time to discuss its performance and provide management's business perspectives. The webcast will be accessible via their investor relations website, and a replay will be available for approximately one year.
Baldwin Insurance (BWIN) interim CAO reports initial share holdings
Baldwin Insurance Group, Inc.'s interim CAO Daniel Willis Johnathan has filed an initial statement of beneficial ownership for Class A Common Stock. He directly holds 35,406 shares and indirectly holds 3,147 shares through an individual retirement account. The direct shares include 25,406 from a previous transaction and 10,000 restricted shares that will vest in installments through 2030, subject to continued employment.
Analysts’ Top Financial Picks: Baldwin Insurance Group (BWIN), Marketaxess Holdings (MKTX)
This article highlights bullish sentiments from financial analysts on three companies: Baldwin Insurance Group (BWIN), Marketaxess Holdings (MKTX), and Canaccord Genuity (CCORF). Adam Klauber of William Blair maintained a Buy rating for Baldwin, while Jeff Schmitt, also from William Blair, maintained a Buy for Marketaxess. Graham Ryding of TD Cowen maintained a Buy rating for Canaccord Genuity.
Baldwin Insurance Group Names Interim Chief Accounting Officer
Baldwin Insurance Group (BWIN) has appointed Johnathan Daniel as interim Chief Accounting Officer, effective mid-to-late June 2026, to cover for Corbyn Lichon's maternity leave. Daniel brings extensive experience in insurance and public-company reporting. The company also held its 2026 Annual Meeting, electing Class I directors and approving executive compensation and its independent accounting firm.
Analysts’ Top Financial Picks: Baldwin Insurance Group (BWIN), Marketaxess Holdings (MKTX)
Adam Klauber from William Blair maintained a Buy rating on Baldwin Insurance Group (BWIN), citing a 56.1% potential upside. Jeff Schmitt from William Blair also maintained a Buy rating on Marketaxess Holdings (MKTX), while Canaccord Genuity (CCORF) received a Buy rating from TD Cowen's Graham Ryding with a C$16.00 price target. The article highlights bullish sentiments from analysts across these financial sector companies.
Artisan Small Cap Fund Initiated a Position in The Baldwin Insurance Group (BWIN) During Market Dip
Artisan Small Cap Fund initiated a new "GardenSM" position in The Baldwin Insurance Group, Inc. (BWIN) during Q1 2026, capitalizing on a broad selloff in insurance brokerage stocks. The fund sees potential despite investor concerns about AI disruption, believing these risks are overstated for BWIN's middle-market focus and recent acquisition. While Artisan maintains conviction in BWIN, the article notes that 15 hedge funds held BWIN in Q1 2026, a decrease from the previous quarter, and suggests other AI stocks might offer higher returns.
Artisan Small Cap Fund Initiated a Position in The Baldwin Insurance Group (BWIN) During Market Dip
Artisan Small Cap Fund initiated a new "GardenSM" position in The Baldwin Insurance Group, Inc. (BWIN) during Q1 2026, taking advantage of a broad sell-off in insurance brokerage stocks. The fund believes concerns about AI disrupting traditional insurance models are overstated and was encouraged by Baldwin's acquisition of CAC Group. BWIN closed at $19.24 per share on June 4, 2026, with a market capitalization of $1.88 billion, though it has seen significant declines over the past year.
Baldwin Insurance (Nasdaq: BWIN) taps interim CAO and wins key 2026 shareholder votes
Baldwin Insurance Group, Inc. (Nasdaq: BWIN) has appointed Johnathan Daniel as its interim Chief Accounting Officer, effective mid-to-late June 2026, when current CAO Corbyn Lichon begins maternity leave. Daniel, currently the Executive Director of Finance, will receive a $300,000 annual base salary and a bonus of at least $300,000 for 2026, payable in fully vested Class A shares. Separately, shareholders approved the election of four Class I directors and ratified PricewaterhouseCoopers LLP as the independent auditor for fiscal year 2026, along with an advisory vote supporting executive compensation.
BWIN - Baldwin Insurance Group Inc Stock Price and Quote
This article provides a detailed stock quote and financial data for Baldwin Insurance Group Inc. (BWIN), including its current stock price, market capitalization, key financial ratios, analyst ratings, and recent news. It also includes information on insider transactions for several company officers and directors.
Analysts Conflicted on These Financial Names: Fifth Third Bancorp (FITB), Orrstown Financial Services (ORRF) and Baldwin Insurance Group (BWIN)
This article reports on analyst ratings for three financial companies: Fifth Third Bancorp (FITB), Orrstown Financial Services (ORRF), and Baldwin Insurance Group (BWIN). Fifth Third Bancorp received a "Strong Buy" consensus with a 13.6% potential upside. Orrstown Financial Services has a "Moderate Buy" consensus, while Baldwin Insurance Group also holds a "Moderate Buy" rating.
Baldwin Insurance Group general counsel Seth Cohen sells $300,150 stock By Investing.com
Seth Cohen, General Counsel for Baldwin Insurance Group (NASDAQ:BWIN), sold 15,000 shares of Class A Common Stock for a total of $300,150 on May 14, 2026. This transaction occurred as the company's shares have declined 50% over the past year, though InvestingPro analysis indicates the stock is undervalued. The sale follows Baldwin Group's Q1 2026 earnings report, where the company met EPS expectations and exceeded revenue forecasts with $532.2 million.
