$BWIN

The Baldwin Insurance Group (BWIN) agreed to a $7.7 billion buyout by DFO Management and Sequence Holdings, offering shareholders $32.50 per share, an 88% premium. Baldwin's Q2 revenue grew 30% to $492.9 million, with adjusted EBITDA up 37%. The deal, pending approvals, is expected to close in Q1 2027, providing immediate value but limiting future upside for public investors.

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Baldwin Insurance Group, Inc. (BWIN) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As previously disclosed, on June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the “Company”) appoi

Michael Dell is acquiring Baldwin & Co. (BWIN) for $7.7B. Baldwin reported Q2 revenue of $492.9M (+30% YoY), adjusted net income of $68.5M, and adjusted EBITDA of $116.7M (+37%). Management guided Q3 revenue to $485M-$495M and full-year revenue to $2.01B-$2.05B. Analysts have mixed targets, with a consensus 'Moderate Buy' and average target of $33.

Ryan Specialty beat estimates but fell 11.1% to $39.20. Brown & Brown (BRO) reported $1.68B revenue, up 30.4% YoY, missing estimates by 2.5%, and dropped 3.4% to $67.32. Arthur J. Gallagher (AJG) reported $4.00B revenue, up 24.3% YoY, missing estimates by 0.5%, and fell 3.3% to $248.05. Marsh (MRSH) reported $7.40B revenue, up 6.2% YoY, beating estimates by 1.8%, and dropped 1.2% to $179.91.

Corning (GLW) fell 12.7% after announcing a $2B stock sale plan. Baldwin Insurance (BWIN) rose 7.9% on a $7.7B private equity deal. Gartner (IT) gained 7.7% at its tech conference. Jabil (JBL) dropped 5.1% on a lowered price target. Accenture (ACN) rose 5.2% after a price target increase.

Elmet Group (ELMT) surged 35.55% after a $450M DoD investment. Baldwin Insurance (BWIN) rose 7.66% on a $7.7B take-private deal. Scholar Rock (SRRK) fell 4.07% despite FDA approval. RUM Group (RUM) gained 15.41% on a $13.7B GPU deal with Anthropic.

Baldwin Insurance Group (BWIN) shares rose 7.9% after announcing a $7.7B all-cash deal to go private, with shareholders receiving $32.50 per share. The company's stock has seen significant volatility, with a 34.3% gain YTD and a new 52-week high at $31.94. According to the company, the deal provides immediate cash value at a premium to recent trading levels.

Michael Dell's family office, DFO Management, is nearing a deal to take The Baldwin Insurance Group (BWIN) private at a $7.7B valuation. The per-share offer of $32.50 is a premium over recent trading levels. Baldwin reported Q2 2026 revenue of $492.9M, up 30% YoY, and EPS of $0.48, up 14% YoY. The company's market cap is $4.1B with $2.3B in net debt.

US futures decline as tech stocks, particularly AI-linked ones, fall due to concerns over slower AI development. Nvidia, Tesla, and Meta are among the decliners, while oil prices rise. Brent crude approaches $108/barrel. Bond yields show mixed movements. Several companies, including Corning and Scholar Rock, see significant premarket moves. Fed and BoJ rate decisions are upcoming.