Westfield Capital Management Co. LP Sells 154,812 Shares of Baldwin Insurance Group, Inc. $BWIN

Westfield Capital Management Co. LP lessened its holdings in Baldwin Insurance Group, Inc. (NASDAQ:BWIN) by 12.6% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,071,136 shares of the company’s stock after selling 154,812 shares during the period. Westfield Capital Management Co. LP owned 0.90% of Baldwin Insurance Group worth $30,217,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. MTM Investment Management LLC bought a new position in Baldwin Insurance Group in the 2nd quarter worth about $30,000. AlphaQuest LLC grew its holdings in shares of Baldwin Insurance Group by 249.2% during the third quarter. AlphaQuest LLC now owns 1,952 shares of the company’s stock worth $55,000 after purchasing an additional 1,393 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new position in shares of Baldwin Insurance Group in the second quarter worth approximately $58,000. Strs Ohio purchased a new stake in Baldwin Insurance Group in the first quarter valued at approximately $72,000. Finally, First Horizon Advisors Inc. raised its stake in Baldwin Insurance Group by 29.6% in the second quarter. First Horizon Advisors Inc. now owns 1,834 shares of the company’s stock valued at $79,000 after purchasing an additional 419 shares in the last quarter. Institutional investors own 77.49% of the company’s stock.

Baldwin Insurance Group Trading Up 9.1%

Shares of BWIN stock opened at $18.49 on Friday. 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, Inc. 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.

Baldwin Insurance Group (NASDAQ:BWIN) last announced its quarterly earnings data on Thursday, February 26th. The company reported $0.31 earnings per share for the quarter, beating the consensus estimate of $0.29 by $0.02. The firm had revenue of $347.28 million during the quarter, compared to the consensus estimate of $351.75 million. Baldwin Insurance Group had a positive return on equity of 12.65% and a negative net margin of 1.89%.The business’s revenue was up 5.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.27 earnings per share. As a group, sell-side analysts anticipate that Baldwin Insurance Group, Inc. will post 1.01 earnings per share for the current year.

Wall Street Analyst Weigh In

BWIN has been the topic of a number of research analyst reports. JPMorgan Chase & Co. decreased their price target on shares of Baldwin Insurance Group from $33.00 to $28.00 and set a “neutral” rating on the stock in a report on Wednesday, January 7th. BMO Capital Markets dropped their price target on Baldwin Insurance Group from $34.00 to $33.00 and set a “market perform” rating for the company in a research note on Thursday, December 4th. Zacks Research lowered Baldwin Insurance Group from a “hold” rating to a “strong sell” rating in a research report on Friday, February 6th. Wells Fargo & Company boosted their target price on Baldwin Insurance Group from $25.00 to $27.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Finally, Wall Street Zen upgraded shares of Baldwin Insurance Group from a “sell” rating to a “hold” rating in a research report 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 assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $33.83.

Insider Buying and Selling

In other Baldwin Insurance Group news, insider James Morgan Roche sold 80,000 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $24.03, for a total transaction of $1,922,400.00. Following the completion of the sale, the insider owned 42,113 shares of the company’s stock, valued at $1,011,975.39. This represents a 65.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. In the last three months, insiders have sold 255,000 shares of company stock worth $6,119,000. Corporate insiders own 18.51% of the company’s stock.

Baldwin Insurance Group News Roundup

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

• Positive Sentiment: TD Cowen initiated coverage with a “buy” rating, providing independent analyst support and new institutional visibility that often boosts demand for mid‑cap names. Baldwin Insurance Group (NASDAQ:BWIN) Coverage Initiated at TD Cowen
• Positive Sentiment: The board authorized up to $250 million for share repurchases — a sizable buyback that can reduce float, support EPS and signal management confidence in the business. The Baldwin Group Announces Fourth Quarter and Full Year 2025 Results and $250 Million Share Repurchase Program
• Positive Sentiment: Strategic partnership with Fairway Independent Mortgage expands referral channels into mortgage origination flows, which could drive personal‑lines growth and cross‑sell opportunities. The Baldwin Group Announces Strategic Partnership With Fairway Independent Mortgage Corporation
• Positive Sentiment: Q4 2025 results: EPS of $0.31 beat consensus ($0.29) and EPS rose vs. prior year; management highlighted strength in the UCTS segment, supporting near‑term profitability narratives. The Baldwin Insurance Group Inc (BWIN) Q4 2025 Earnings Call Highlights: Strong UCTS Segment …
• Neutral Sentiment: Valuation commentary and analyst writeups are circulating as investors re‑price the stock post‑results; these pieces analyze value after the buyback and partnership announcements and may influence longer‑term sentiment. A Look At Baldwin Insurance Group (BWIN) Valuation After Fairway Home Insurance Partnership News
• Neutral Sentiment: Zacks and other outlets summarized the quarter and metrics vs. estimates — useful context for investors but largely reiterative of the beat and revenue details. The Baldwin Insurance Group (BWIN) Surpasses Q4 Earnings Estimates
• Negative Sentiment: Revenue for the quarter missed consensus modestly ($347.3M vs. $351.8M) and the company still shows a negative net margin (-1.89%) and elevated leverage (debt/equity ~1.45), which are risks that could cap upside if margins or top‑line growth disappoint. Baldwin Insurance Group Earnings and Press Release (MarketBeat)

Baldwin Insurance Group Profile

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.