Baldwin Insurance Group マネジメント
マネジメント 基準チェック /44
Baldwin Insurance Groupの CEO はTrevor Baldwinで、 May2019年に任命され、 の在任期間は 7.17年です。 の年間総報酬は$ 5.25Mで、 7.6%給与と92.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の2.13%を直接所有しており、その価値は$ 86.19M 。経営陣と取締役会の平均在任期間はそれぞれ5.3年と5.1年です。
主要情報
Trevor Baldwin
最高経営責任者
US$5.3m
報酬総額
| CEO給与比率 | 7.61% |
| CEO在任期間 | 7.2yrs |
| CEOの所有権 | 2.1% |
| 経営陣の平均在職期間 | 5.3yrs |
| 取締役会の平均在任期間 | 5.1yrs |
経営陣の近況
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
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$45m |
| Dec 31 2025 | US$5m | US$400k | -US$34m |
| Sep 30 2025 | n/a | n/a | -US$28m |
| Jun 30 2025 | n/a | n/a | -US$18m |
| Mar 31 2025 | n/a | n/a | -US$32m |
| Dec 31 2024 | US$6m | US$400k | -US$25m |
| Sep 30 2024 | n/a | n/a | -US$39m |
| Jun 30 2024 | n/a | n/a | -US$48m |
| Mar 31 2024 | n/a | n/a | -US$54m |
| Dec 31 2023 | US$6m | US$400k | -US$90m |
| Sep 30 2023 | n/a | n/a | -US$104m |
| Jun 30 2023 | n/a | n/a | -US$111m |
| Mar 31 2023 | n/a | n/a | -US$79m |
| Dec 31 2022 | US$5m | US$400k | -US$42m |
| Sep 30 2022 | n/a | n/a | -US$16m |
| Jun 30 2022 | n/a | n/a | -US$4m |
| Mar 31 2022 | n/a | n/a | -US$23m |
| Dec 31 2021 | US$3m | US$400k | -US$31m |
| Sep 30 2021 | n/a | n/a | -US$18m |
| Jun 30 2021 | n/a | n/a | -US$8m |
| Mar 31 2021 | n/a | n/a | -US$2m |
| Dec 31 2020 | US$1m | US$400k | -US$16m |
| Sep 30 2020 | n/a | n/a | -US$14m |
| Jun 30 2020 | n/a | n/a | -US$11m |
| Mar 31 2020 | n/a | n/a | -US$7m |
| Dec 31 2019 | US$939k | US$194k | -US$9m |
報酬と市場: Trevorの 総報酬 ($USD 5.25M ) は、 US市場 ($USD 6.91M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Trevorの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Trevor Baldwin (39 yo)
7.2yrs
在職期間
US$5,253,032
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Chairman | 15.5yrs | US$689.59k | データなし | |
| Co-Founder | 7.2yrs | US$5.25m | 2.13% $ 86.2m | |
| President & CEO of Retail Brokerage Operations | 2.5yrs | US$2.37m | 1.22% $ 49.4m | |
| President | 2.5yrs | US$2.50m | 0.33% $ 13.4m | |
| Chief Financial Officer | 5.3yrs | US$2.37m | 0.31% $ 12.7m | |
| General Counsel & Corporate Secretary | 4.5yrs | US$1.37m | 0.014% $ 582.8k | |
| Co-Founder | 15.5yrs | データなし | 1.64% $ 66.3m | |
| Co-founder | 15.5yrs | データなし | 2.3% $ 93.0m | |
| Chief Accounting Officer | 5.3yrs | US$835.35k | 0.059% $ 2.4m | |
| Executive Director of Investor Relations | 5.2yrs | データなし | データなし | |
| Chief Marketing Officer | 4.3yrs | データなし | データなし | |
| Chief Colleague Officer | 6yrs | データなし | データなし |
5.3yrs
平均在職期間
45yo
平均年齢
経験豊富な経営陣: BWINの経営陣は経験豊富で経験豊富です（平均在職期間は5.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Chairman | 15.5yrs | US$689.59k | データなし | |
| Co-Founder | 6.8yrs | US$5.25m | 2.13% $ 86.2m | |
| Lead Independent Director | 6.8yrs | US$233.59k | 0.088% $ 3.6m | |
| Independent Director | 6.4yrs | US$223.59k | 0.025% $ 1.0m | |
| Independent Director | 4.5yrs | US$223.59k | 0.015% $ 600.3k | |
| Independent Director | 6.4yrs | US$228.59k | 0.020% $ 814.1k | |
| Independent Director | 5.1yrs | US$208.59k | 0.019% $ 773.6k | |
| Independent Director | 3.1yrs | US$223.59k | 0.011% $ 426.1k | |
| Director | less than a year | データなし | 1.14% $ 46.2m | |
| Independent Director | 4.5yrs | US$208.59k | 0.015% $ 600.3k | |
| Independent Director | 4.5yrs | US$208.59k | 0.015% $ 600.3k |
5.1yrs
平均在職期間
64yo
平均年齢
経験豊富なボード: BWINの 取締役会 は 経験豊富 であると考えられます ( 5.1年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/06 21:04 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Baldwin Insurance Group, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| null null | BMO Capital Markets Equity Research |
| Charles Lederer | BMO Capital Markets Equity Research |