Baldwin Insurance Group

Analyst Commentary Reflects Mixed Outlook and Modest Price Target Cut for Baldwin Insurance Group

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 May 25

Updated

03 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-41.2%

7D

-3.9%

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1Y

-41.2%

7D

-3.9%

You can edit this narrative until Dec 4 7:10 PM. Then, changes will post as Updates.

Author's Valuation

US$33.6328.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 03 Dec 25

BWIN: Future Performance Will Benefit From Calm Catastrophe Season

Analysts have modestly revised their price target on Baldwin Insurance Group, with the blended target edging higher as updated models incorporate a calmer than expected catastrophe season and resilient earnings, even as some firms trim estimates to reflect more conservative profitability and valuation assumptions. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Baldwin Insurance Group, with modestly higher price targets from some firms offset by more conservative revisions from others.

Shared on 19 Nov 25

Fair value Decreased 6.92%

BWIN: Future Performance Will Benefit From Calm Weather And Resilient Earnings

Analysts have revised Baldwin Insurance Group's fair value estimate down to $33.63 from $36.13. They cite evolving views on sector outlook and updated financial forecasts as reasons for the adjustment.

Shared on 05 Nov 25

Fair value Decreased 4.93%

BWIN: Future Performance Will Benefit From Stable Earnings And Calm Quarter

Baldwin Insurance Group’s analyst price target has been lowered from $38 to $36.13. Analysts cite recent changes in sector outlook and stable earnings in a calm quarter as key factors behind the adjustment.

Shared on 22 Oct 25

Fair value Decreased 4.40%

The analyst price target for Baldwin Insurance Group has shifted down modestly, decreasing from $39.75 to $38.00 per share. This adjustment comes as analysts react to moderated revenue growth, profit margin compression, and recent industry trends.

Shared on 08 Oct 25

Fair value Decreased 3.93%

Analysts have reduced their fair value estimate for Baldwin Insurance Group from $41.38 to $39.75, citing slower expected revenue growth, decreasing profit margins, and recent negative sector trends as reflected in updated price targets. Analyst Commentary Recent street research offers a mixed outlook for Baldwin Insurance Group, reflecting both optimism and concern regarding the company’s future performance and valuation trajectory.

Shared on 07 Aug 25

Fair value Decreased 13%

The downward revision in Baldwin Insurance Group's price target is primarily driven by a sharp decline in its future P/E ratio and an increased discount rate, resulting in a lower consensus fair value of $44.75. What's in the News The Baldwin Insurance Group, Inc.

AnalystConsensusTarget Fair Value

US$33.63

28.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

20.94%

Insurance revenue growth rate

0.28%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.30%

Calculation

US$79.45m

Earnings '28

x

42.78x

PE Ratio '28

=

US$3.40b

Market Cap '28

US$3.40b

Market Cap '28

/

82.98m

No. shares '28

=

US$40.96

Share Price '28

US$40.96 Share Price '28

Discounted to 2025 @ 7.22% p.a.

=

US$33.23

Fair Value '25