The Baldwin Insurance Group, Inc.

NasdaqGS:BWIN Rapport sur les actions

Capitalisation boursière : US$3.7b

Baldwin Insurance Group Gestion

Gestion contrôle des critères 4/4

Le PDG Baldwin Insurance Group est Trevor Baldwin, nommé en May2019, a un mandat de 7.08 ans. La rémunération annuelle totale est $ 5.25M, composée du salaire de 7.6% et des bonus 92.4%, y compris les actions et options de la société. détient directement 2.13% des actions de la société, d'une valeur de $ 79.55M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.2 ans et 5 ans.

Informations clés

Trevor Baldwin

Directeur général

US$5.3m

Rémunération totale

Pourcentage du salaire du PDG7.61%
Durée du mandat du directeur général7.1yrs
Propriété du PDG2.1%
Durée moyenne d'occupation des postes de direction5.2yrs
Durée moyenne du mandat des membres du conseil d'administration5yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Jun 22

Baldwin Insurance: Go-Private Rumors Appear Credible

Summary Baldwin Insurance is exploring strategic alternatives, including a potential go-private transaction, following a 40% stock decline over the past year. BWIN’s capital-light model and advisor network appeal to private equity, but existing leverage at 4.3x and $220 million in contingent earnouts are key considerations. Deal economics support a $28.50–$30.00/share buyout, offering private equity a 7.7% year-one free cash flow yield and potential mid-teens returns. I view BWIN’s AI disruption risk as modest, with commercial insurance complexity and potential advisor productivity gains supporting a continued buy rating. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 22

BWIN: Share Repurchases And Earnings Power Reset Will Shape 2026 Outlook

The analyst price target for Baldwin Insurance Group has changed from $40.00 to $37.00 as analysts factor in updated fair value estimates, revised discount rates, and changes to revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Baldwin Insurance Group shows that several major firms, including JPMorgan, have revisited their fair value frameworks, which led to the latest price target reset.
Article d’analyse • Jun 17

Baldwin Insurance Group (BWIN) Stock Could Be 36% Below Fair Value After Recent Weakness

Baldwin Insurance Group (BWIN) stock has been under pressure recently, with the price near US$18.69 and declines over the past month and past 3 months raising questions about how investors should interpret the company’s fundamentals. See our latest analysis for Baldwin Insurance Group. Looking beyond the latest bounce, Baldwin Insurance Group’s 1 day share price return of 2.92% comes after a weaker patch. The 30 day share price return is down 6.64% and the year to date share price return is...
Mise à jour du récit • Jun 05

BWIN: Margin Execution And Buybacks Will Support Upside Despite Cautious Street Tone

Analysts have trimmed their average price target on Baldwin Insurance Group by a few dollars to $40. They cited slightly softer revenue growth assumptions, along with a modestly higher discount rate and a marginally lower future P/E, partly offset by expectations for stronger profit margins.
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...
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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...

Analyse de la rémunération des PDG

Comment la rémunération de Trevor Baldwin a-t-elle évolué par rapport aux bénéfices de Baldwin Insurance Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$45m

Dec 31 2025US$5mUS$400k

-US$34m

Sep 30 2025n/an/a

-US$28m

Jun 30 2025n/an/a

-US$18m

Mar 31 2025n/an/a

-US$32m

Dec 31 2024US$6mUS$400k

-US$25m

Sep 30 2024n/an/a

-US$39m

Jun 30 2024n/an/a

-US$48m

Mar 31 2024n/an/a

-US$54m

Dec 31 2023US$6mUS$400k

-US$90m

Sep 30 2023n/an/a

-US$104m

Jun 30 2023n/an/a

-US$111m

Mar 31 2023n/an/a

-US$79m

Dec 31 2022US$5mUS$400k

-US$42m

Sep 30 2022n/an/a

-US$16m

Jun 30 2022n/an/a

-US$4m

Mar 31 2022n/an/a

-US$23m

Dec 31 2021US$3mUS$400k

-US$31m

Sep 30 2021n/an/a

-US$18m

Jun 30 2021n/an/a

-US$8m

Mar 31 2021n/an/a

-US$2m

Dec 31 2020US$1mUS$400k

-US$16m

Sep 30 2020n/an/a

-US$14m

Jun 30 2020n/an/a

-US$11m

Mar 31 2020n/an/a

-US$7m

Dec 31 2019US$939kUS$194k

-US$9m

Rémunération vs marché: La rémunération totale de Trevor ($USD 5.25M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 6.80M ).

Rémunération et revenus: La rémunération de Trevor a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Trevor Baldwin (39 yo)

7.1yrs
Titularisation
US$5,253,032
Compensation

Mr. Trevor Lowry Baldwin serves as the President and Chief Executive Officer at BKS Financial Investments, LLC. He is the Chief Executive Officer of The Baldwin Insurance Group, Inc. (formerly known as BRP...

Équipe de direction

NomPositionTitularisationCompensationPropriété
L. Baldwin
Co-Founder & Chairman15.4yrsUS$689.59kpas de données
Trevor Baldwin
Co-Founder7.1yrsUS$5.25m2.13%
$ 79.5m
Daniel Galbraith
President & CEO of Retail Brokerage Operations2.4yrsUS$2.37m1.22%
$ 45.6m
James Roche
President2.4yrsUS$2.50m0.33%
$ 12.4m
Bradford Hale
Chief Financial Officer5.2yrsUS$2.37m0.31%
$ 11.7m
Seth Cohen
General Counsel & Corporate Secretary4.4yrsUS$1.37m0.014%
$ 537.9k
Elizabeth Krystyn
Co-Founder15.4yrspas de données1.64%
$ 61.2m
Laura Sherman
Co-founder15.4yrspas de données2.3%
$ 85.8m
Corbyn Lichon
Chief Accounting Officer5.2yrsUS$835.35k0.059%
$ 2.2m
Bonnie Bishop
Executive Director of Investor Relations5.1yrspas de donnéespas de données
Richard Tallo
Chief Marketing Officer4.2yrspas de donnéespas de données
Erin King
Chief Colleague Officer5.9yrspas de donnéespas de données
5.2yrs
Durée moyenne de l'emploi
45yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de BWIN est chevronnée et expérimentée (5.2 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
L. Baldwin
Co-Founder & Chairman15.4yrsUS$689.59kpas de données
Trevor Baldwin
Co-Founder6.8yrsUS$5.25m2.13%
$ 79.5m
Chris Sullivan
Lead Independent Director6.8yrsUS$233.59k0.087%
$ 3.2m
Joseph Kadow
Independent Director6.3yrsUS$223.59k0.024%
$ 897.1k
Ellyn Shook
Independent Director4.4yrsUS$223.59k0.014%
$ 507.6k
Barbara Matas
Independent Director6.3yrsUS$228.59k0.019%
$ 705.4k
Jay Cohen
Independent Director5yrsUS$208.59k0.018%
$ 667.6k
Sathish Muthukrishnan
Independent Director3yrsUS$223.59k0.0093%
$ 346.9k
Paul Sparks
Directorless than a yearpas de données1.14%
$ 42.7m
Sunita Parasuraman
Independent Director4.4yrsUS$208.59k0.014%
$ 507.6k
Myron Williams
Independent Director4.4yrsUS$208.59k0.014%
$ 507.6k
5.0yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BWIN sont considérés comme expérimentés (ancienneté moyenne 5 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/29 16:10
Cours de l'action en fin de journée2026/06/29 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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.

AnalysteInstitution
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research
Charles LedererBMO Capital Markets Equity Research