The Baldwin Insurance Group/$BWIN
1D1W1MYTD1Y5YMAX
Capital at risk
About The Baldwin Insurance Group
The Baldwin Insurance Group Inc is an insurance distribution company operating in the United States. The company provides commercial risk management, employee benefits, private risk management, and personal insurance solutions. It operates through three segments: Insurance Advisory Solutions, which focuses on commercial risk management and employee benefits; Underwriting, Capacity & Technology Solutions, which includes managing general agency operations, reinsurance brokerage, captive management, and technology-enabled insurance products; and Mainstreet Insurance Solutions, which offers personal, commercial, and life and health insurance products through community-based distribution channels.
- Ticker
- $BWIN
- Sector
- Finance
- Primary listing
- NASDAQ
- Employees
- 5,000
- Headquarters
- Tampa, United States
- Website
- www.baldwin.com
BWIN Metrics
BasicAdvanced
$3.1B
-
-$1.00
1.02
-
Price and volume
Market cap
$3.1B
Beta
1.02
52-week high
$32.71
52-week low
$15.88
Average daily volume
2.7M
Financial strength
Current ratio
1.073
Quick ratio
0.814
Long term debt to equity
1.778
Total debt to equity
1.778
Interest coverage (TTM)
-0.50%
Profitability
EBITDA (TTM)
119.444
Gross margin (TTM)
31.26%
Net profit margin (TTM)
-4.67%
Operating margin (TTM)
-3.98%
Effective tax rate (TTM)
52.11%
Revenue per employee (TTM)
$350,000
Management effectiveness
Return on assets (TTM)
-0.91%
Return on equity (TTM)
-10.66%
Valuation
Price to revenue (TTM)
1.494
Price to book
3.49
Price to tangible book (TTM)
-0.96
Price to free cash flow (TTM)
82.041
Free cash flow yield (TTM)
1.22%
Free cash flow per share (TTM)
0.391
Growth
Revenue change (TTM)
18.95%
Earnings per share change (TTM)
267.44%
3-year revenue growth (CAGR)
15.32%
3-year earnings per share growth (CAGR)
-19.22%
What the Analysts think about BWIN
Analyst ratings (Buy, Hold, Sell) for The Baldwin Insurance Group stock.
Analyst projections of the future price of The Baldwin Insurance Group stock.
Bulls say / Bears say
On September 14, 2026, Sequence Holdings and DFO Management agreed to acquire Baldwin for $32.50 per share in cash, valuing the transaction at approximately $7.7 billion and offering shareholders a substantial premium to the unaffected price. (Reuters)
Q2 2026 operating momentum was strong: revenue rose 30% year over year to $492.9 million, adjusted EBITDA increased 37% to $116.7 million, and adjusted free cash flow rose 437% to $46.4 million. (SEC)
Management reported adjusted diluted EPS growth of 14%, a 110-basis-point adjusted EBITDA-margin expansion and normalized organic growth of approximately 8% after lapping one-time headwinds, suggesting improving operating leverage if execution continues. (SEC)
The announced $32.50-per-share cash transaction caps standalone equity upside; Reuters reported Baldwin shares at $31.69 premarket, leaving only a modest spread before closing risk. (Reuters)
Organic revenue growth was only 2% in Q2 2026 despite 30% total revenue growth, indicating continued dependence on acquisitions and partnerships rather than strong underlying expansion. (SEC)
GAAP profitability and leverage remain concerns: Q2 net loss attributable to Baldwin was $39.0 million, while June 30 debt included $1.6 billion of term loans, $600 million of senior secured notes and $302 million drawn on the revolving facility. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.
BWIN Financial Performance
Revenues and expenses
BWIN Earnings Performance
Company profitability
Upcoming events
No upcoming events
BWIN News
AllArticlesVideos
THE BALDWIN GROUP (BWIN): Kaskela Law Announces Probe into Adequacy of $32.50 Per Share Buyout Price – Fair or Inadequately Low for Baldwin's Shareholders?
Business Wire1 day ago
BWIN Investors Have Opportunity to Join The Baldwin Insurance Group, Inc. Fraud Investigation with SBS Law
Business Wire2 days ago
BWIN Stock Alert: Halper Sadeh LLC is Investigating Whether The Baldwin Group, Inc. is Obtaining a Fair Price for its Shareholders
Business Wire3 days ago
Funds containing BWIN
AllEURGBPUSD
Fund name | Fund size | $BWIN weighting |
|---|---|---|
iShares Ageing Population€AGED | €822M | 0.25% |
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.11% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.07% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | £2.4B | 0.07% |
iShares MSCI World Small Cap$WSML | $9B | 0.03% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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