The Baldwin Insurance Group/$BWIN
1D1W1M3M6MYTD1Y5YMAX
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
1.03
-
Price and volume
Market cap
$3.1B
Beta
1.03
52-week high
$32.71
52-week low
$15.88
Average daily volume
4.3M
Financial strength
Current ratio
1.073
Quick ratio
0.814
Long term debt to equity
1.778
Total debt to equity
1.805
Interest coverage (TTM)
-0.48%
Profitability
EBITDA (TTM)
116.619
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)
-0.87%
Return on equity (TTM)
-10.66%
Valuation
Price to revenue (TTM)
1.489
Price to book
3.48
Price to tangible book (TTM)
-0.96
Price to free cash flow (TTM)
81.734
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
Second-quarter adjusted EBITDA rose 37% to $116.7 million, with the margin up 110 basis points to 23.7%. Adjusted free cash flow also climbed to $46.4 million, pointing to better cash generation alongside growth. (The Baldwin Group)
CAC Group is adding momentum and Baldwin says its integration is progressing quickly: CAC revenue grew 23% in the second quarter, while Baldwin had already actioned about 80% of targeted three-year expense synergies by the first quarter. Combined Insurance Advisory Solutions sales velocity reached 30% in Q2, supporting the case for further cross-selling. (The Baldwin Group, The Baldwin Group)
Sequence Holdings and Dell Family Office have agreed to an all-cash transaction valued at about $7.7 billion, which offers public shareholders a proposed cash exit if it closes. Baldwin says the partnership will also provide long-term capital to speed investment in AI and technology. (The Baldwin Group)
Reported revenue growth overstates the pace of expansion in the existing business: organic revenue grew only 2% in Q2, the same rate as Q1. That leaves the company relying heavily on acquisitions and makes its promised second-half growth acceleration important to prove. (The Baldwin Group, The Baldwin Group)
The balance sheet carries substantial borrowing after the recent acquisitions: at June 30, long-term debt was $2.15 billion and revolver borrowings were $302 million. The company also reported a $56 million Q2 GAAP net loss, leaving less room for weak cash generation or slower integration gains. (U.S. Securities and Exchange Commission, The Baldwin Group)
The proposed take-private has not closed and remains subject to transaction conditions and approvals. A delay or failed deal would postpone the proposed cash exit and leave shareholders exposed to the company’s standalone performance and valuation. (U.S. Securities and Exchange Commission, The Baldwin Group)
Data summarised monthly by Lightyear AI. Last updated on 11 Oct 2026.
BWIN Financial Performance
Revenues and expenses
BWIN Earnings Performance
Company profitability
Upcoming events
No upcoming events
BWIN News
AllArticlesVideos
BWIN Investors Have Opportunity to Join The Baldwin Insurance Group, Inc. Fraud Investigation with SBS Law
Business Wire6 days ago
Baldwin Group Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of The Baldwin Group, Inc. - BWIN
Business Wire4 weeks ago
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 Wire4 weeks ago
Funds containing BWIN
AllUSDEURGBP
Fund name | Fund size | $BWIN weighting |
|---|---|---|
iShares Ageing Population$AGED | $953M | 0.26% |
iShares Ageing Population€AGED | €822M | 0.26% |
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.11% |
SPDR Russell 2000 US Small Cap£R2SC | £4.1B | 0.11% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.07% |
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.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.