The Baldwin Insurance Group, Inc.

NasdaqGS:BWIN Aktierapport

Börsvärde: US$2.9b

Baldwin Insurance Group Utdelningar och återköp

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Baldwin Insurance Group har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

1.6%

Återköpsavkastning

Total avkastning till aktieägarna1.6%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Inga uppdateringar

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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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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Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om BWIN s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om BWIN s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

Baldwin Insurance Group Utdelningsavkastning jämfört med marknaden
Hur är BWIN:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (BWIN)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.3%
Genomsnitt för branschen (Insurance)2.6%
Prognosanalytiker (BWIN) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera BWIN s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera BWIN s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna BWIN s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom BWIN inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 09:49
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

The Baldwin Insurance Group, Inc. bevakas av 15 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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