US · Financial Services · Insurance Brokers
EPS came in at 0.28 against a street estimate of 0.28 — a beat of 0.0%.
Analysts rate The Baldwin Insurance Group, Inc. a buy (5 buy, 2 hold, 1 sell out of 8) with an average price target of $32.93.
CONFIDENT Baldwin delivered $493M Q2 revenue (+31.7% YoY) with 24% adj. EBITDA margin. CAC partnerships grew 25% in Q2; normalized organic growth 8%. Guiding mid-single-digit organic growth FY26 with Q4 acceleration. Q2 2026 No geographic breakdown provided. Analysts pressed CAC sustainability (management cited repeatable pipeline, not cyclical factors), rate/exposure trough (addressed by renewal mix), and buyback pace (paused at 4.5x leverage). Management declined to comment on LBO speculation but reiterated belief in intrinsic value premium. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.41% |
| William Blair Investment Management, LLC | 6.95% |
| BlackRock Inc | 6.87% |
| Bank of New York Mellon Corp | 4.05% |
| Vanguard Portfolio Management, LLC | 3.59% |
| Vanguard Capital Management, LLC | 3.58% |
| BAMCO Inc | 2.80% |
| Westwood Holdings Group Inc | 2.66% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 BALDWIN INSURANCE GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Merger price: $32.50 per Class A Share in cash • Company termination fee: $170,3 | 2026-09-14 |
| Quarterly report · Q2 2026 THE BALDWIN INSURANCE GROUP, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $6,174.7 million as of June 30, 2026, up from $3,862.2 mil | 2026-07-30 |
| Results announced · Q3 2026 THE BALDWIN GROUP — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue Q2 2026: $492.9 million, up 30% year-over-year • Commissions and fees | 2026-07-30 |
| Board / officer change · Q2 2026 THE BALDWIN INSURANCE GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company held 2026 Annual Meeting of Shareholders on June 4, 2026 • Director | 2026-06-04 |
| Quarterly report · Q1 2026 THE BALDWIN INSURANCE GROUP, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $5,942,628 thousand (March 31, 2026) vs. $3,862,220 thousa | 2026-05-04 |
| Results announced · Q2 2026 THE BALDWIN GROUP – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue increased 29% year-over-year to $532.2 million • Organic revenue growt | 2026-05-04 |
| Proxy statement · Q2 2026 THE BALDWIN INSURANCE GROUP, INC. – 2026 PROXY SUMMARY --- CEO TOTAL COMPENSATION • CEO Lowry Baldwin's 2025 total compensation: Not disclosed in s | 2026-04-22 |
| Annual report FY2025 BALDWIN INSURANCE GROUP, INC. - FORM 10-K SUMMARY HEADLINE NUMBERS • Company is The Baldwin Insurance Group, Inc. (ticker: BWIN), a holding company | 2026-02-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Company to be acquired by Square Acquisition Parent in merger transaction This 8-K filing is primarily a cautionary statement regarding forward-looking statements related to a merger transaction. The company is being acquired by Square Acquisition entities (collec | 2026-09-14 |
| Acquisition closes with voting agreement establishing board representation The company completed a major acquisition of CAH Holdings and related entities, paying $438 million in cash plus 23.2 million shares of stock (valued at the stock price at closing). The sell | 2026-01-02 |
| Acquires insurance business for $438M cash and 23.2M shares Baldwin Insurance Group announced on December 2, 2025, that it is acquiring Cobbs Allen Capital Holdings' insurance business for total consideration of up to $758 million. The deal structure | 2025-12-02 |
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Google PlayApp StoreData updated 2026-09-18.