The Baldwin Insurance Group, Inc. (BWIN)
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This stock currently matches 8 of our scanner strategies — each hit links to the scanner.
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 27.70 $ — 55% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
AI Rating
–Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built
Growth Score
3 of 10 Weak growthTen checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 15.8% passed
- More than 10% revenue growth is expected for the coming year 9.9% failed
- Share count grows by less than 3% a year 6.1% failed
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 4.8% failed
- Gross margin at 40% or higher and without meaningful erosion 12.8% failed
- Goodwill from acquisitions does not grow faster than revenue 39.3% passed
- Net debt below twice EBITDA 8.4 x EBITDA failed
- Operating cash flow covers the profits of the last three years 266 m failed
- Return on capital at 15% or higher, or up versus two years ago 3.9% passed
- Insiders hold at least 10% or are net buyers 2.4% failed
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Analysts & Price Target
The price target sits 7.1% above the current price.
- Consensus
- Strong Buy
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | -0.31 | – | 323 | 13.00 | -6.20 | 16 | 4 |
| 2025: Q1 | 0.20 | -39.10 | 409 | 8.10 | 3.40 | -64 | -73 |
| 2025: Q2 | -0.05 | – | 374 | 10.50 | -0.80 | -17 | -28 |
| 2025: Q3 | -0.27 | – | 365 | 8.70 | -5.10 | 41 | 32 |
| 2025: Q4 | -0.37 | – | 347 | 7.40 | -7.40 | 10 | 0 |
| 2026: Q1 | 0.03 | -83.10 | 532 | 30.30 | 0.40 | -6 | -19 |
| 2026: Q2 | -0.42 | -740.00 | 493 | 31.70 | -7.90 | 46 | 46 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
About the Company
The Baldwin Insurance Group, Inc. ist als unabhängiges Versicherungsvertriebsunternehmen tätig, das Versicherungs- und Risikomanagementlösungen in den USA anbietet.
| CEO Insider Trades (12 Mo.) | selling own stock |
|---|---|
| Employees | 5,000 |
| Headquarters | Tampa, FL |
| Website | baldwin.com |
| IPO Date | 24. Oct 2019 |
Management
| Name | Title | Birth Year |
|---|---|---|
| L. Lowry Baldwin | Co-Founder & Chairman | 1959 |
| Trevor Lowry Baldwin | Co-Founder, CEO & Non-Independent Director | 1987 |
| Daniel Galbraith | President & CEO of Retail Brokerage Operations | 1981 |
| James Morgan Roche | President, CEO of Underwriting, Capacity & Technology Operations | 1978 |
| Bradford Lenzie Hale CPA | Chief Financial Officer | 1981 |
| Seth Cohen | General Counsel & Corporate Secretary | 1978 |
| Elizabeth H. Krystyn | Co-Founder | – |
| Laura Rice Sherman | Co-Founder | – |
| Corbyn N. Lichon | Chief Accounting Officer | 1993 |
| Bonnie Bishop | Executive Director of Investor Relations | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.