Baldwin Insurance Group (NASDAQ:BWIN) Coverage Initiated at TD Cowen

Equities research analysts at TD Cowen initiated coverage on shares of Baldwin Insurance Group (NASDAQ:BWIN) in a report released on Wednesday, Marketbeat.com reports. The brokerage set a “buy” rating on the stock.

Several other brokerages also recently commented on BWIN. Jefferies Financial Group reaffirmed a “hold” rating and issued a $28.00 target price on shares of Baldwin Insurance Group in a research note on Monday, December 15th. Weiss Ratings reissued a “sell (e+)” rating on shares of Baldwin Insurance Group in a report on Monday, December 29th. UBS Group lowered their price objective on shares of Baldwin Insurance Group from $52.00 to $47.00 and set a “buy” rating for the company in a research note on Monday, November 10th. BMO Capital Markets dropped their target price on shares of Baldwin Insurance Group from $34.00 to $33.00 and set a “market perform” rating for the company in a report on Thursday, December 4th. Finally, Wall Street Zen raised Baldwin Insurance Group from a “sell” rating to a “hold” rating in a research note on Saturday, February 7th. Three equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $33.83.

Baldwin Insurance Group Trading Up 9.1%

Shares of BWIN stock opened at $18.49 on Wednesday. The business has a 50-day moving average of $22.27 and a 200 day moving average of $25.95. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.15 and a quick ratio of 1.15. Baldwin Insurance Group has a 1-year low of $15.88 and a 1-year high of $47.15. The stock has a market capitalization of $2.19 billion, a PE ratio of -43.00, a P/E/G ratio of 0.62 and a beta of 1.33.

Insider Transactions at Baldwin Insurance Group

In other Baldwin Insurance Group news, insider James Morgan Roche sold 100,000 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $24.20, for a total value of $2,420,000.00. Following the completion of the transaction, the insider owned 122,113 shares in the company, valued at approximately $2,955,134.60. This represents a 45.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders sold a total of 255,000 shares of company stock valued at $6,119,000 in the last ninety days. 18.51% of the stock is currently owned by corporate insiders.

Institutional Trading of Baldwin Insurance Group

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Wealth Preservation Advisors LLC purchased a new position in Baldwin Insurance Group during the fourth quarter valued at $46,000. XTX Topco Ltd bought a new position in shares of Baldwin Insurance Group during the fourth quarter valued at $580,000. VARCOV Co. bought a new position in shares of Baldwin Insurance Group during the fourth quarter valued at $517,000. Twinbeech Capital LP purchased a new position in shares of Baldwin Insurance Group in the 4th quarter worth about $908,000. Finally, Aristotle Capital Boston LLC boosted its stake in Baldwin Insurance Group by 12.5% in the 4th quarter. Aristotle Capital Boston LLC now owns 738,160 shares of the company’s stock worth $17,738,000 after purchasing an additional 82,195 shares in the last quarter. Hedge funds and other institutional investors own 77.49% of the company’s stock.

More Baldwin Insurance Group News

Here are the key news stories impacting Baldwin Insurance Group this week:

• Positive Sentiment: Board authorized a sizable share repurchase program (up to $250 million), which should support EPS and reduce float if executed — a clear buyback catalyst. The Baldwin Group Announces Fourth Quarter and Full Year 2025 Results and $250 Million Share Repurchase Program
• Positive Sentiment: Q4 EPS beat consensus: $0.31 vs. $0.29 expected (up from $0.27 a year ago), showing earnings momentum. The Baldwin Insurance Group (BWIN) Surpasses Q4 Earnings Estimates
• Positive Sentiment: TD Cowen initiated coverage with a “buy” rating, which can attract investor interest and incremental demand. TD Cowen initiates coverage — Zacks summary
• Neutral Sentiment: Revenue growth vs. prior year (revenue up ~5.3% YoY) shows top-line expansion, but the quarter slightly missed the sales consensus ($347.3M reported vs. $351.8M est.), a mixed signal. MarketBeat Q4 summary and links
• Neutral Sentiment: Company posted earnings materials and hosted a conference call; slide deck and press release are available for investors to assess guidance and segment detail. Q4 press release/slide deck
• Negative Sentiment: Profitability metrics remain uneven: Baldwin reported a negative net margin (~-1.9%) despite positive ROE, highlighting expense or reserve pressures that could cap upside until margin improvement is visible. Compared to Estimates — Key Metrics

About Baldwin Insurance Group

Baldwin Insurance Group, Inc (NASDAQ: BWIN) is a specialty insurance and surety firm that underwrites contract bonds, commercial insurance policies and related risk-management services. Its core offerings include contract and commercial surety, which provide performance and payment guarantees to obligees in construction, service and public-sector projects. In addition, the company delivers complementary commercial lines coverages designed to mitigate liability, property and workers’ compensation exposures.

Through a network of regional agency offices primarily across the Midwestern United States, Baldwin Insurance Group serves contractors, developers, small and mid-sized businesses as well as municipal and public-sector clients.