Baldwin Insurance Group Croissance future
Future contrôle des critères 5/6
Baldwin Insurance Group devrait augmenter ses bénéfices et son chiffre d'affaires de 90.1% et de 14.7% par an respectivement. Le BPA devrait croître de de 103.5% par an. Le rendement des capitaux propres devrait être 69.4% dans 3 ans.
Informations clés
90.1%
Taux de croissance des bénéfices
103.52%
Taux de croissance du BPA
| Insurance croissance des bénéfices | 2.0% |
| Taux de croissance des recettes | 14.7% |
| Rendement futur des capitaux propres | 69.37% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 11 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 21
Baldwin Insurance: Growth Set To Accelerate Despite AI Fears
Summary Baldwin Insurance Group remains a buy despite recent underperformance, with shares down nearly 50% over the past year. Organic growth has slowed to 2%, but management expects acceleration in H2 as Medicare headwinds subside and CAC synergies are realized. Leverage is elevated at 4.3x, with management prioritizing buybacks over rapid deleveraging, a strategy not currently favored by the market. AI disruption fears weigh on valuation, but BWIN’s tailored middle-market focus and internal AI productivity gains should mitigate long-term risk. Read the full article on Seeking Alpha
Mise à jour du récit • May 15
BWIN: 2026 Margin Execution And Buybacks Will Drive Earnings Quality
Analysts have raised their fair value estimate for Baldwin Insurance Group to $23 from $21, citing updated assumptions about discount rates, long-term profit margin potential, and a lower projected future P/E multiple. These changes reflect recent shifts in Street price targets and commentary on valuation, growth headwinds, and capital returns.
Mise à jour du récit • Apr 30
BWIN: Share Repurchases And Embedded Distribution Synergies Will Shape 2026 Earnings Power
Analyst price targets for Baldwin Insurance Group have been trimmed by $2 to $4 in recent research, as analysts factor in concerns related to AI, near-term organic growth headwinds, and updated views on valuation and longer-term growth potential. Analyst Commentary Recent research on Baldwin Insurance Group shows a mix of caution around AI related risks and near term organic growth, alongside pockets of clear optimism on valuation, execution and the medium term growth profile.
Mise à jour du récit • Apr 16
BWIN: Future Returns Will Depend On AI Infrastructure Supporting Premium Resilience
Narrative Update Overview The analyst price target for Baldwin Insurance Group has been reduced by about $2.17 to $29.33. Analysts attribute the change to lower fair value estimates and updated margin and P/E assumptions following a series of recent target cuts from major firms.Mise à jour du récit • Apr 02
BWIN: Share Repurchases And CAC Merger Synergies Will Drive 2026 Earnings Power
Narrative Update on Baldwin Insurance Group Analyst price targets for Baldwin Insurance Group are now clustering around $40, with recent research pointing to current valuation, the expected 2026 growth profile, and merger driven revenue synergies as key reasons for maintaining a constructive view, despite prior target cuts tied to AI related concerns and softer near term organic growth. Analyst Commentary Bullish analysts are leaning into a constructive view on Baldwin Insurance Group, even as some targets have been reset to reflect sector wide AI concerns and softer near term organic growth.Mise à jour du récit • Mar 19
BWIN: Share Repurchases And CAC Merger Synergies Will Support 2026 Earnings Profile
Narrative Update: Analyst Price Target Reset for Baldwin Insurance Group The updated analyst price target for Baldwin Insurance Group moves from an implied fair value of $47.00 to $40.00. This reflects recent Street research that combines lower targets from some firms with continued positive ratings and an upgraded view on valuation and the 2026 growth profile.Mise à jour du récit • Mar 04
BWIN: 2026 Pricing And Margin Trends Will Shape Earnings Quality
Narrative Update: Baldwin Insurance Group The analyst price target for Baldwin Insurance Group has been revised to $21 from $26, reflecting updated views on revenue growth, margins, and long term P/E assumptions as analysts weigh recent rating changes and commentary around valuation and the company’s 2026 growth profile. Analyst Commentary Recent research on Baldwin Insurance Group presents a mixed picture, with some firms highlighting upside tied to the company’s 2026 growth profile and others trimming expectations as they reassess revenue and margin trajectories.Mise à jour du récit • Feb 18
BWIN: Future Returns Will Rely On AI Infrastructure Supporting Premium Resilience
Narrative Update on Baldwin Insurance Group Analysts have trimmed their consolidated price target for Baldwin Insurance Group from $33.38 to $31.50, reflecting a mix of recent target cuts and raises as they factor in sector wide AI concerns, expectations for slower organic growth and margin trends, as well as ongoing support from broader insurance and AI infrastructure demand. Analyst Commentary Recent research on Baldwin Insurance Group highlights a split view, with some analysts focusing on long term growth potential and others flagging valuation reset and execution risks tied to sector wide AI concerns.Article d’analyse • Feb 10
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Might Not Be As Mispriced As It Looks After Plunging 32%
The The Baldwin Insurance Group, Inc. ( NASDAQ:BWIN ) share price has fared very poorly over the last month, falling by...Mise à jour du récit • Feb 04
BWIN: Future Returns Will Rely On Execution In Organic Growth And Margins
Narrative Update on Baldwin Insurance Group The analyst price target for Baldwin Insurance Group has shifted modestly higher to $27. Analysts point to updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions as key inputs behind the change.Mise à jour du récit • Jan 21
BWIN: Future Earnings Quality Will Hinge On Pricing And Margin Stability
Analysts have lifted their price target on Baldwin Insurance Group to about $27 from roughly $25, citing a refreshed view on revenue growth potential, profit margin expectations, and future P/E assumptions in light of the sector’s current focus on pricing, loss trends, reserves, and broker margins. Analyst Commentary Recent research has centered on how Baldwin Insurance Group is positioned across key insurance themes, including pricing, loss trends, reserves, and broker margins.Mise à jour du récit • Jan 07
BWIN: Calm Catastrophe Season Will Support Stronger Earnings Profile Ahead
Narrative Update: Baldwin Insurance Group Analysts have nudged their price target on Baldwin Insurance Group up to US$48 from US$47, citing a calm Q3 catastrophe season and limited earnings impact from earlier macro uncertainties as key supports for their updated view. Analyst Commentary Bullish analysts are framing the latest price target move as a reflection of steadier fundamentals and a cleaner near term risk backdrop for Baldwin Insurance Group.Mise à jour du récit • Dec 17
BWIN: Future Performance Will Benefit From Calm Catastrophe Season And Earnings Resilience
Narrative Update on Baldwin Insurance Group The analyst price target for Baldwin Insurance Group has edged up from $47 to $48 as analysts cite a calmer catastrophe season and resilient earnings across U.S. insurance peers to support slightly higher valuation assumptions, despite mixed target revisions on the Street. Analyst Commentary Analysts remain divided on Baldwin Insurance Group, with some highlighting improving fundamental and macro backdrops, while others are dialing back expectations to reflect more tempered growth and valuation assumptions.Mise à jour du récit • Dec 03
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.Article d’analyse • Nov 29
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Soars 26% But It's A Story Of Risk Vs Reward
The Baldwin Insurance Group, Inc. ( NASDAQ:BWIN ) shareholders are no doubt pleased to see that the share price has...Mise à jour du récit • Nov 19
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.Mise à jour du récit • Nov 05
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.Mise à jour du récit • Oct 22
Analyst Commentary Reflects Mixed Outlook and Modest Price Target Cut for Baldwin Insurance Group
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.Mise à jour du récit • Oct 08
Embedded Insurance And Medicare Demand Will Unlock Opportunities
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.Mise à jour du récit • Aug 07
Embedded Insurance And Medicare Demand Will Unlock Opportunities
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.Article d’analyse • Jun 26
With The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) It Looks Like You'll Get What You Pay For
When close to half the companies in the Insurance industry in the United States have price-to-sales ratios (or "P/S...Nouveau récit • May 26
US Business Formation And Tech Investment Will Redefine Insurance
Rapid growth in commercial insurance demand and robust client retention drive strong recurring revenue, margin expansion, and increased capital flexibility.Article d’analyse • Feb 20
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Not Flying Under The Radar
The Baldwin Insurance Group, Inc.'s ( NASDAQ:BWIN ) price-to-sales (or "P/S") ratio of 2.1x may not look like an...Article d’analyse • Oct 11
Why Investors Shouldn't Be Surprised By The Baldwin Insurance Group, Inc.'s (NASDAQ:BWIN) P/S
When close to half the companies in the Insurance industry in the United States have price-to-sales ratios (or "P/S...Article d’analyse • May 26
Revenues Tell The Story For The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) As Its Stock Soars 26%
The Baldwin Insurance Group, Inc. ( NASDAQ:BWIN ) shareholders have had their patience rewarded with a 26% share price...Article d’analyse • Mar 05
BRP Group, Inc.'s (NASDAQ:BRP) 33% Jump Shows Its Popularity With Investors
BRP Group, Inc. ( NASDAQ:BRP ) shares have continued their recent momentum with a 33% gain in the last month alone...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 2,480 | 41 | 248 | 413 | 4 |
| 12/31/2027 | 2,221 | -3 | 143 | 308 | 9 |
| 12/31/2026 | 2,009 | -51 | 88 | 130 | 8 |
| 3/31/2026 | 1,624 | -45 | -16 | 28 | N/A |
| 12/31/2025 | 1,505 | -34 | -69 | -29 | N/A |
| 9/30/2025 | 1,487 | -28 | -33 | 9 | N/A |
| 6/30/2025 | 1,461 | -18 | -43 | 0 | N/A |
| 3/31/2025 | 1,422 | -32 | -58 | -16 | N/A |
| 12/31/2024 | 1,389 | -25 | 10 | 51 | N/A |
| 9/30/2024 | 1,344 | -39 | 39 | 76 | N/A |
| 6/30/2024 | 1,311 | -48 | -2 | 31 | N/A |
| 3/31/2024 | 1,268 | -54 | 35 | 62 | N/A |
| 12/31/2023 | 1,219 | -90 | -23 | 0 | N/A |
| 9/30/2023 | 1,180 | -104 | 14 | 37 | N/A |
| 6/30/2023 | 1,133 | -111 | 14 | 38 | N/A |
| 3/31/2023 | 1,068 | -79 | -41 | -13 | N/A |
| 12/31/2022 | 981 | -42 | -28 | -2 | N/A |
| 9/30/2022 | 894 | -16 | -26 | -4 | N/A |
| 6/30/2022 | 770 | -4 | -31 | -14 | N/A |
| 3/31/2022 | 657 | -23 | 23 | 33 | N/A |
| 12/31/2021 | 567 | -31 | 32 | 40 | N/A |
| 9/30/2021 | 478 | -18 | 26 | 33 | N/A |
| 6/30/2021 | 408 | -8 | 35 | 43 | N/A |
| 3/31/2021 | 340 | -2 | 27 | 35 | N/A |
| 12/31/2020 | 241 | -16 | 29 | 37 | N/A |
| 9/30/2020 | 208 | -14 | 23 | 28 | N/A |
| 6/30/2020 | 180 | -11 | 42 | 47 | N/A |
| 3/31/2020 | 162 | -7 | 10 | 12 | N/A |
| 12/31/2019 | 138 | -9 | N/A | 12 | N/A |
| 9/30/2019 | 122 | -1 | N/A | 16 | N/A |
| 6/30/2019 | 102 | -2 | N/A | 13 | N/A |
| 3/31/2019 | 89 | -1 | N/A | 13 | N/A |
| 12/31/2018 | 80 | -1 | N/A | 12 | N/A |
| 12/31/2017 | 48 | 2 | N/A | 8 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: BWIN devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).
Bénéfices vs marché: BWIN devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: BWIN devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de BWIN ( 14.7% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de BWIN ( 14.7% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de BWIN devrait être très élevé dans 3 ans ( 69.4 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 05:09 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Baldwin Insurance Group, Inc. est couverte par 15 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| null null | BMO Capital Markets Equity Research |
| Charles Lederer | BMO Capital Markets Equity Research |