Baldwin Insurance Group (NASDAQ:BWIN) Rating Lowered to “Market Perform” at Keefe, Bruyette & Woods

Baldwin Insurance Group (NASDAQ:BWIN) was downgraded by equities research analysts at Keefe, Bruyette & Woods from an “outperform” rating to a “market perform” rating in a report issued on Monday, MarketBeat reports. They presently have a $32.50 price target on the stock. Keefe, Bruyette & Woods’ target price would indicate a potential upside of 1.98% from the company’s previous close.

A number of other equities analysts also recently issued reports on BWIN. JPMorgan Chase & Co. downgraded Baldwin Insurance Group from an “overweight” rating to a “neutral” rating and upped their price target for the stock from $30.00 to $32.00 in a research report on Thursday, October 1st. Morgan Stanley set a $28.00 price objective on Baldwin Insurance Group in a report on Monday, June 22nd. TD Cowen cut Baldwin Insurance Group from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $37.00 to $32.50 in a research report on Monday. Raymond James Financial downgraded Baldwin Insurance Group from a “strong-buy” rating to a “strong sell” rating in a research note on Wednesday, September 23rd. Finally, UBS Group downgraded Baldwin Insurance Group from a “buy” rating to a “neutral” rating and dropped their target price for the stock from $37.00 to $32.50 in a research note on Friday, October 2nd. One research analyst has rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Reduce” and a consensus target price of $31.20.

Baldwin Insurance Group Trading Up 0.1%

NASDAQ:BWIN opened at $31.87 on Monday. Baldwin Insurance Group has a 52 week low of $15.88 and a 52 week high of $32.71. The firm has a 50 day moving average of $31.03 and a 200 day moving average of $25.89. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 1.73. The stock has a market capitalization of $4.45 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 1.03 and a beta of 1.00.

Baldwin Insurance Group (NASDAQ:BWIN) last announced its earnings results on Thursday, July 30th. The company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.47 by $0.01. The company had revenue of $492.94 million during the quarter, compared to the consensus estimate of $492.33 million. Baldwin Insurance Group had a negative net margin of 4.67% and a positive return on equity of 12.67%. Baldwin Insurance Group’s revenue was up 30.1% compared to the same quarter last year. During the same period last year, the firm earned $0.42 earnings per share. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. As a group, sell-side analysts anticipate that Baldwin Insurance Group will post 1.44 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Baldwin Insurance Group

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Integrated Wealth Concepts LLC purchased a new position in shares of Baldwin Insurance Group in the second quarter worth $25,000. EverSource Wealth Advisors LLC lifted its stake in shares of Baldwin Insurance Group by 238.1% during the first quarter. EverSource Wealth Advisors LLC now owns 1,278 shares of the company’s stock worth $28,000 after buying an additional 900 shares during the period. Versant Capital Management Inc grew its holdings in shares of Baldwin Insurance Group by 43.3% during the second quarter. Versant Capital Management Inc now owns 1,201 shares of the company’s stock valued at $32,000 after buying an additional 363 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in shares of Baldwin Insurance Group by 102.1% during the third quarter. Farther Finance Advisors LLC now owns 1,039 shares of the company’s stock valued at $33,000 after buying an additional 525 shares during the last quarter. Finally, Wealth Preservation Advisors LLC purchased a new stake in shares of Baldwin Insurance Group during the fourth quarter valued at $46,000. 77.49% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Baldwin Insurance Group

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

• Positive Sentiment: Founder Shield is transitioning to The Baldwin Group brand as the company expands its innovation practice. The move could strengthen brand integration and support growth across Baldwin’s specialty insurance platform, although no immediate financial impact was disclosed. Founder Shield transitions to The Baldwin Group brand as insurance firm expands innovation practice
• Neutral Sentiment: Analyst views are becoming more divided on BWIN. The coverage highlights differing opinions among financial analysts, indicating uncertainty over the stock’s valuation and future performance rather than a clear change in the company’s fundamentals. Analysts Conflicted on These Financial Names
• Negative Sentiment: Keefe, Bruyette & Woods downgraded BWIN from “Outperform” to “Market Perform” and set a $32.50 price target. The target implies only modest upside from the referenced $31.87 price, suggesting the firm sees limited additional gains. Baldwin Insurance Group downgraded by Keefe, Bruyette & Woods
• Negative Sentiment: TD Cowen cut its rating from “Buy” to “Hold” and reduced its price target to $32.50 from $37.00. The sharp target reduction is a notable valuation headwind and may weigh on sentiment. Baldwin Insurance Group Stock Rating Cut to Hold at TD Cowen
• Negative Sentiment: Halper Sadeh LLC announced an investigation into whether BWIN and other companies may have violated federal securities laws or failed to obtain fair deals for shareholders. The announcement is an investigation notice, not a finding of wrongdoing, but it introduces additional legal and reputational uncertainty. Shareholder rights investigation involving BWIN

Baldwin Insurance Group Company Profile

The Baldwin Insurance Group, Inc is an insurance distribution and advisory company that helps individuals, businesses and organizations identify, manage and insure against risk. The company operates through a network of insurance agencies and specialty businesses, providing access to property and casualty insurance, employee benefits, personal insurance and related risk-management solutions.

Its services include commercial insurance brokerage, personal lines coverage, employee benefits consulting, claims support and other advisory services.