Baldwin Insurance Group, Inc.
The Baldwin Insurance Group is an independent insurance distribution firm serving individuals, businesses, professionals and specialty insurers in the United States and internationally. It provides commercial and personal insurance, employee benefits, wealth management and retirement services, and Medicare advice. The firm operates through three groups: Insurance Advisory Solutions, which serves businesses and high-net-worth individuals; Underwriting, Capacity & Technology Solutions, which includes proprietary insurance products, reinsurance brokerage, capacity solutions and captive management; and Mainstreet Insurance Solutions, which serves individuals and businesses through community and other distribution channels. The Baldwin Insurance Group earns commissions on insurance placements and fees for management, consulting and advisory services. Its proprietary, technology-enabled products are distributed through its risk advisors and selected external partners. The firm has approximately 125 offices in 24 states and is headquartered in Tampa, Florida.
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No SEC Form 4 filings for $BWIN in the last 30 days.
See all $BWIN insider activity →Baldwin Insurance Group reported 3Q 2026 revenue of $480.26M, up 31% YoY, but net loss widened to $58.12M. Growth came from partnerships and organic core commissions, while higher operating costs impacted results. Insurance Advisory Solutions revenue grew 61%, and adjusted EBITDA increased to $106.9M.
Baldwin Insurance Group, Inc. (BWIN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES THIRD QUARTER 2026 RESULTS — Third Quarter Total Revenue Growth of 31% to $480.3 Million — — Third Quarter Net Loss of $81.6 Million; Adjusted EBITDA (1) Growth of 47% to $106.9 Million — — Third Quarter Diluted Loss Per Share of $0.63; Ad
The Baldwin Insurance Group has agreed to be acquired by an investor group for $32.50 per share in cash, with the deal expected to close in Q1 2027. The transaction is subject to stockholder and regulatory approvals.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning BWIN (Baldwin Insurance Group, Inc.). Coverage has skewed bearish: 1 bullish, 1 neutral, and 2 bearish.
Recent BWIN coverage spans earnings, mergers & acquisitions and sector analysis.
Earnings miss on loss magnitude may pressure the stock.
The quarter shows strong operating metrics (Adjusted EBITDA and free cash flow growth) while GAAP losses persist, and the announced go-private price anchors valuation and trading around deal risk.
Take-private offer creates a deal-arbitrage setup, with upside tied to approval odds and downside risk if the deal faces regulatory or shareholder pushback.
Softening property pricing may compress margins for property insurers, while rising commercial auto and cyber rates could benefit carriers with exposure to those lines.
Earnings miss on revenue and flat EPS likely pressures the stock.
AlphAI scores every news story that mentions BWIN with an AI model for sentiment and relevance, and aggregates insider trades from Baldwin Insurance Group, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Baldwin Insurance Group reported 3Q 2026 revenue of $480.26M, up 31% YoY, but net loss widened to $58.12M. Growth came from partnerships and organic core commissions, while higher operating costs impacted results. Insurance Advisory Solutions revenue grew 61%, and adjusted EBITDA increased to $106.9M.
Baldwin Insurance Group, Inc. (BWIN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES THIRD QUARTER 2026 RESULTS — Third Quarter Total Revenue Growth of 31% to $480.3 Million — — Third Quarter Net Loss of $81.6 Million; Adjusted EBITDA (1) Growth of 47% to $106.9 Million — — Third Quarter Diluted Loss Per Share of $0.63; Ad
The Baldwin Insurance Group has agreed to be acquired by an investor group for $32.50 per share in cash, with the deal expected to close in Q1 2027. The transaction is subject to stockholder and regulatory approvals.
Commercial property insurance prices fell 8.0% in Q3 2026, marking the sixth consecutive quarter of declines, though the rate of decrease slowed. The Baldwin Group (NASDAQ: BWIN) reported varying trends across insurance lines, with casualty pricing expected to remain firm due to persistent loss drivers. Property pricing is anticipated to continue softening, while casualty pricing will likely diverge based on risk factors.
Baldwin Insurance (BWIN) reported Q3 EPS of $0.43, missing estimates, with revenue at $480.26M, below the $492.65M consensus. The stock is up 15.32% in 3 months and 36.66% in 12 months. Analysts revised EPS estimates 1 positively and 4 negatively in the last 90 days. InvestingPro rates its financial health as 'fair performance.'
Madison Small Cap Fund sold its stake in The Baldwin Insurance Group (BWIN) following a takeover announcement by Sequence Holdings and Dell Family Office at $32.50 per share, an 8% premium. BWIN's shares traded between $15.88 and $32.71 over the past year, closing at $31.99 on October 26, 2026, with a market cap of $4.49 billion. The fund cited better opportunities elsewhere for the sale.
Baldwin Insurance Group (NASDAQ:BWIN) reported Q3 revenue of $480.3M, up 31% YoY, with organic growth of 6%. Net loss was $81.6M, wider than the $30.2M loss last year. Adjusted EBITDA grew 47% to $106.9M. The company agreed to be acquired for $32.50 per share, expected to close in Q1 2027.
TD Cowen downgraded Baldwin Insurance to Hold, setting a $32.50 price target, implying a 2.0% upside from the Oct 9 close. The firm cited economic pressures on revenue growth and concerns over underwriting performance in its MGA segment.
Ryan Specialty (private) beat estimates but stock fell 14.5% to $37.69. Brown & Brown (BRO) reported $1.68B revenue, up 30.4% YoY, missing estimates, stock down 14% to $59.95. Baldwin Insurance (BWIN) reported $492.9M revenue, up 30.1% YoY, in line with estimates, stock up 19% to $31.77. Marsh (MRSH) reported $7.40B revenue, up 6.2% YoY, beating estimates, stock down 6.6% to $170.06.
Baldwin Insurance (BWIN) was downgraded by UBS from Buy to Neutral, with a price target lowered from $37.00 to $32.50. The company's stock is currently overvalued by 7.6% according to GF Value™. BWIN has a GF Score™ of 77/100, indicating solid performance but concerns over financial strength.
