The Baldwin Insurance Group, Inc.

NasdaqGS:BWIN 주식 리포트

시가총액: US$2.9b

Baldwin Insurance Group 배당 및 자사주 매입

배당 기준 점검 0/6

Baldwin Insurance Group 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

1.6%

자사주 매입 수익률

총 주주 수익률1.6%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

Seeking Alpha 21h

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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 BWIN 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: BWIN 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Baldwin Insurance Group 배당 수익률 vs 시장
BWIN의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (BWIN)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.3%
업계 평균 (Insurance)2.6%
분석가 예측 (BWIN) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 BWIN 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 BWIN 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 BWIN 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: BWIN 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 22:56
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

The Baldwin Insurance Group, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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