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.
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) 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.
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.
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.
Baldwin Insurance Group general counsel Seth Cohen sells $300,150 stock
Seth Cohen, General Counsel of Baldwin Insurance Group, Inc. (NASDAQ:BWIN), sold 15,000 shares of Class A Common Stock for a total of $300,150 on May 14, 2026, leaving him with 14,024 shares. This insider sale follows a 50% decline in BWIN shares over the past year, although analysis suggests the stock is undervalued. The company recently reported strong Q1 2026 earnings, meeting EPS expectations and exceeding revenue forecasts.
Baldwin Insurance (BWIN) General Counsel sells 15,000 shares in open-market trade
Baldwin Insurance Group's General Counsel, Seth Bala Cohen, sold 15,000 shares of Class A Common Stock on May 14, 2026, at a weighted average price of $20.01 per share. Following this open-market transaction, he directly holds 14,024 shares. This insider selling activity was reported in a Form 4 SEC filing, indicating a moderate filing impact and negative sentiment.
BWIN (NASDAQ: BWIN) files Rule 144 notice listing 15,000 Class A shares for resale
BWIN (NASDAQ: BWIN) has filed a Rule 144 notice for the proposed resale of 15,000 Class A common shares. This filing is a notification of intent to resell securities, not an executed transaction, and details the source of these shares from various equity grants in March 2026. The notice highlights that further steps, such as a Form 4 filing, would be required to show actual transactions.
Capital International Investors holds 1.64M BWIN shares (BWIN)
Capital International Investors has filed an amended Schedule 13G/A, disclosing beneficial ownership of 1,643,557 shares of The Baldwin Insurance Group, Inc. (BWIN). This represents 1.7% of the company's common stock, classifying it as a passive investment of 5% or less. The filing indicates Capital International Investors holds sole voting and dispositive power over these shares.
Baldwin Insurance Group (BWIN) founders show 17% Class A stake led by L. Lowry Baldwin
An amended Schedule 13G/A filing for Baldwin Insurance Group (BWIN) reveals that L. Lowry Baldwin, one of the founders, beneficially owns 19,938,909 shares of Class A common stock, representing a 17.0% stake. This ownership includes shares issuable upon the exchange of paired LLC Unit/Class B Share interests, and L. Lowry Baldwin also holds shared voting power over an additional 7,401,319 shares through a Voting Agreement. The filing details multiple reporting persons, including BIGH, LLC and other individual founders and their trusts, all of whom are subject to the Voting Agreement led by L. Lowry Baldwin.
Krystyn Elizabeth sells $4.28 million of Baldwin Insurance Group stock
Krystyn Elizabeth, identified as a Member of a 10% Owner Group, sold approximately $4.28 million worth of Baldwin Insurance Group (NASDAQ:BWIN) Class A Common Stock through two trusts on May 6 and May 7, 2026. These sales followed the conversion of LLC Units into Class A Common Stock. Separately, Baldwin Group recently announced strong Q1 2026 financial results, with EPS matching expectations and revenue exceeding forecasts.
Krystyn family trusts trim Baldwin Insurance (BWIN) stake after 202K-share sale
Elizabeth Krystyn, through family trusts, converted and sold 202,000 shares of Baldwin Insurance Group (BWIN) Class A common stock between May 6-7, 2026. The shares were sold in open-market transactions at weighted average prices ranging from $21.18 to $21.20 per share, amounting to over $4.28 million. Following these transactions, the trusts no longer indirectly hold Class A shares from the reported activities, though other indirect holdings like LLC units and Class B common stock remain.
Baldwin Insurance Group (BWIN) Losses Widen And Test Profitability Turnaround Narrative
Baldwin Insurance Group (BWIN) reported widening losses in Q1 2026, with a basic EPS loss of US$0.50 and a trailing 12-month net loss of US$33.8 million. This challenges the consensus analyst narrative of an impending profitability turnaround, especially as revenue has plateaued and losses have grown over the past five years. While bulls point to growth catalysts and an optimistic valuation, bears caution against the company's unprofitability and shareholder dilution, suggesting current pricing may be too high given the ongoing losses.
William Blair owns 6.79M Baldwin Insurance (NASDAQ: BWIN) — 7.0% stake
William Blair Investment Management, LLC has reported a 7.0% beneficial ownership stake in Baldwin Insurance Group, Inc. (NASDAQ: BWIN), amounting to 6,794,492 shares. This disclosure, made via an amended Schedule 13G/A filing, indicates that William Blair holds sole voting power over 6,190,476 shares and sole dispositive power over all 6,794,492 shares. The filing underscores William Blair's significant passive investment in Baldwin Insurance.
Charles Schwab (NYSE: BWIN) Form 144: 202,000 Class A shares listed
Charles Schwab (NYSE: BWIN) has filed a Form 144 for the proposed sale of 202,000 Class A common shares. This transaction is described as a "Redemption/Exchange of Class B Common and LLC Units" and is tied to a corporate reorganization during the company's IPO, with an effective date of May 6, 2026. The filing also details two trust-level dispositions of Class A shares that occurred on March 6, 2026, totaling over 120,000 shares.
Baldwin Group (NASDAQ: BWIN) Q1 2026 revenue jumps 29% on deals
The Baldwin Group reported robust financial results for Q1 2026, with total revenue increasing by 29% to $532.2 million, largely due to contributions from recent partnerships, especially CAC Group. Despite a GAAP net loss of $1.9 million, adjusted EBITDA rose 21% to $137.2 million. The company is actively integrating acquisitions and advancing its "3B/30 Catalyst transformation program" to further drive organic growth and efficiency.
What's Driving Baldwin Insurance Stock Lower Before Earnings Report?
Baldwin Insurance Group's shares declined after announcing an expanded AI partnership with Anthropic, but also due to rising short interest and bearish technical indicators. The company is set to report earnings, with analysts expecting 59 cents EPS and $524 million in revenue, while the stock carries a "Buy" rating with an average $30.43 price target.
THE BALDWIN INSURANCE GROUP ($BWIN) Releases Q1 2026 Earnings
THE BALDWIN INSURANCE GROUP ($BWIN) announced its Q1 2026 earnings, reporting $0.63 per share, missing estimates of $0.65, and revenue of $532,240,000, which also fell short of expectations. The article also details recent insider trading activity, institutional investor moves, and current analyst ratings and price targets for the company's stock.
The Baldwin Group Announces First Quarter 2026 Results
The Baldwin Group reported robust first-quarter 2026 results, with total revenue increasing 29% year-over-year to $532.2 million and adjusted EBITDA growing 21% to $137.2 million. The company noted significant contributions from new partnerships, particularly CAC Group, whose integration is ahead of schedule with 80% of expense synergies actioned. Despite a GAAP net loss of $1.9 million, adjusted diluted EPS was $0.63, reflecting strong underlying performance and expectations for accelerating organic growth through the year.
The Baldwin Group Announces First Quarter 2026 Results
The Baldwin Group announced its first quarter 2026 results. Quantisnow Plus members received an alert about this press release shortly after its publication. Quantisnow provides real-time market data to retail investors, including SEC filings, FDA approvals, analyst ratings, insider trading, and press releases.
Baldwin Insurance Group, Inc. ($BWIN) CEO 2025 Pay Revealed
Baldwin Insurance Group, Inc.'s CEO, Trevor Baldwin, is estimated to have received $5,253,032 in compensation in 2025, an 8.65% decrease from 2024. The article also details recent insider trading activity, hedge fund movements, analyst ratings, and price targets for BWIN stock.
Assessing Baldwin Insurance Group (BWIN) Valuation As Azimuth Re Captive Launch Targets Construction Clients
Baldwin Insurance Group (BWIN) has launched Azimuth Re Ltd., a captive insurance program for construction clients, amidst mixed stock performance. While recent share price momentum is positive, the long-term returns show a significant decline. Analysts suggest BWIN is undervalued with a fair value of $29.33 per share, but this relies on successful growth assumptions and faces competition risks.
Is Baldwin Insurance Group (BWIN) Using Azimuth Re to Sharpen Its Construction Risk-Mitigated Growth Strategy?
Baldwin Insurance Group (BWIN) recently launched Azimuth Re Ltd., a group captive designed to deepen relationships with safety-focused construction clients, particularly those paying substantial annual premiums for workers’ compensation, general liability, and auto insurance. This initiative aims to address risk mitigation and deepen client ties, though its immediate impact on Baldwin's significant issues like elevated leverage and competitive pressures is expected to be limited. The company is balancing investment in client relationships with capital return, as evidenced by a recent share repurchase authorization, all while forecasting significant revenue growth despite current losses.
