Baldwin Insurance Group, Inc.
No SEC Form 4 filings for $BWIN in the last 30 days.
See all $BWIN insider activity →Baldwin Insurance Group (BWIN) reported Q2 2026 revenue of $492.94 million, but a net loss of $39.00 million, widening from prior results. The company also guided Q3 revenue to $485 million to $495 million. The update highlights revenue growth alongside worsening profitability and cost pressures.
Bwin Q2 results showed revenue of $492.9 million, matching analyst estimates, and adjusted EPS of $0.48, also in line. Adjusted EBITDA rose to $116.7 million, slightly above estimates. Operating margin fell to -1.7%. Management attributed mixed organic growth to CAC integration progress and AI automation initiatives, including Claude, plus restructuring in legacy segments.
Baldwin reported Q2 2026 commissions and fees of $488.8 million, up 30% from $376.2 million a year earlier, driven largely by its January 2026 CAC Group acquisition. Organic revenue growth was 2% (vs 11% in Q2 2025). IAS organic growth was -2%, while UCTS grew 6% and MIS grew 4%. GAAP net loss was $56 million. Q3 revenue guidance is $485–$495 million with mid-single-digit organic growth.
Over the past 7 days, alphai's AI scored 1 news story mentioning BWIN (Baldwin Insurance Group, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent BWIN coverage spans earnings and market movers.
The update is a mixed earnings-and-guidance read: top-line growth with widening losses, plus a specific Q3 revenue range that may not resolve margin pressure.
The quarter shows mixed fundamentals: top-line organic miss and margin pressure, partially offset by CAC integration momentum and AI-driven productivity gains.
CAC acquisition is lifting headline revenue, but segment-level organic weakness in legacy IAS and property-market softness keep the near-term risk skewed.
Guidance and margin/FCF improvement, alongside leverage constraints on repurchases, set the near-term valuation and risk framing.
In-line Q2 results reduce the odds of a large earnings-driven repricing, but margin deterioration and organic revenue softness keep downside risk.
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 (BWIN) reported Q2 2026 revenue of $492.94 million, but a net loss of $39.00 million, widening from prior results. The company also guided Q3 revenue to $485 million to $495 million. The update highlights revenue growth alongside worsening profitability and cost pressures.
4 min readBwin Q2 results showed revenue of $492.9 million, matching analyst estimates, and adjusted EPS of $0.48, also in line. Adjusted EBITDA rose to $116.7 million, slightly above estimates. Operating margin fell to -1.7%. Management attributed mixed organic growth to CAC integration progress and AI automation initiatives, including Claude, plus restructuring in legacy segments.
6 min readBaldwin reported Q2 2026 commissions and fees of $488.8 million, up 30% from $376.2 million a year earlier, driven largely by its January 2026 CAC Group acquisition. Organic revenue growth was 2% (vs 11% in Q2 2025). IAS organic growth was -2%, while UCTS grew 6% and MIS grew 4%. GAAP net loss was $56 million. Q3 revenue guidance is $485–$495 million with mid-single-digit organic growth.
4 min readThursday, July 30, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Executive Director of Investor Relations - Bonnie Bishop Chief Executive Officer - Trevor Lowry Baldwin Chief Financial Officer - Bradford Lenzie Hale TAKEAWAYS Revenue -- $493 million, representing 2% total organic revenue growth during the period. Adjusted EBITDA -- $117 million, compared to $86 million in the prior-year period.
9 min readInsurance distribution company Baldwin Insurance Group (NASDAQ: BWIN) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 30.1% year on year to $492.9 million. Its non-GAAP profit of $0.48 per share was in line with analysts’ consensus estimates. Is now the time to buy Baldwin Insurance Group? Find out by accessing our full research report, it’s free.
4 min readBaldwin Insurance Group, Inc. (BWIN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex99-1fy2026q2earningsrele.htm EX-99.1 Document Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES SECOND QUARTER 2026 RESULTS — Second Quarter Total Revenue Growth of 30% to $492.9 Million — — Second Quarter Net Loss of $56.0 Million; Adjusted EBITDA (1) Growth of 37% to $116.7
6 min readBaldwin Insurance Group (NASDAQ: BWIN) will report earnings Thursday after market close. The company beat last quarter’s revenue expectations with $532.2M revenue, up 28.7% YoY, while EPS was in line and organic revenue slightly missed. This quarter, analysts expect revenue up 29.9% YoY. The article cites an average analyst price target of $31 vs $28.65.
3 min readUS stocks were mostly lower as megacap tech and software slid, with Palantir down over 6% and Oracle down over 4%. Alphabet fell more than 5% after DeepMind VP Jumper left for Anthropic. Treasury yields rose; 10-year yield ended at 4.507%. Markets priced a 39% chance of a 25 bp Fed hike on July 28–29.
6 min readUS stocks gave back early gains as software and defense shares fell. Alphabet dropped over 6% after Google DeepMind VP Jumper said to be leaving for Anthropic. Defense names slid after Iran said it made “major progress” with the US on a peace deal. Rates: 10-year Treasury yield rose to 4.489% amid $211B in auctions. Semiconductors and AI stocks led gains; Palantir, Intuit, Oracle fell, while SOXX hit a record.
7 min readBaldwin Insurance Group (NASDAQ:BWIN) rose 7.2% Tuesday after BMO Capital Markets raised its price target to $25.00 from $23.00 and kept a Market Perform rating. Shares traded up to $25.23 after closing at $23.52. BMO’s move followed other analyst actions, including Wells Fargo’s target increase to $24.00 and Zacks’ upgrade to Hold.
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