Baldwin Insurance Group, Inc. $BWIN Holdings Lowered by William Blair Investment Management LLC

William Blair Investment Management LLC lowered its stake in Baldwin Insurance Group, Inc. (NASDAQ:BWIN) by 5.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,104,695 shares of the company’s stock after selling 298,055 shares during the quarter. William Blair Investment Management LLC’s holdings in Baldwin Insurance Group were worth $144,003,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. MTM Investment Management LLC acquired a new position in shares of Baldwin Insurance Group in the second quarter worth about $30,000. Elevation Point Wealth Partners LLC purchased a new stake in shares of Baldwin Insurance Group in the 2nd quarter valued at approximately $58,000. Strs Ohio acquired a new position in Baldwin Insurance Group in the 1st quarter worth approximately $72,000. First Horizon Advisors Inc. boosted its stake in Baldwin Insurance Group by 29.6% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,834 shares of the company’s stock worth $79,000 after purchasing an additional 419 shares during the period. Finally, AlphaQuest LLC raised its stake in Baldwin Insurance Group by 249.2% during the 3rd quarter. AlphaQuest LLC now owns 1,952 shares of the company’s stock valued at $55,000 after purchasing an additional 1,393 shares during the period. Institutional investors and hedge funds own 77.49% of the company’s stock.

Insider Activity at Baldwin Insurance Group

In related news, insider James Morgan Roche sold 100,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the insider directly owned 122,113 shares of the company’s stock, valued at approximately $2,955,134.60. This trade represents a 45.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Over the last quarter, insiders sold 255,000 shares of company stock worth $6,119,000. Corporate insiders own 18.51% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on BWIN. TD Cowen began coverage on Baldwin Insurance Group in a research report on Wednesday. They issued a “buy” rating for the company. Wells Fargo & Company dropped their target price on Baldwin Insurance Group from $27.00 to $21.00 and set an “equal weight” rating on the stock in a report on Friday. Wall Street Zen upgraded shares of Baldwin Insurance Group from a “sell” rating to a “hold” rating in a report on Saturday, February 7th. Zacks Research lowered shares of Baldwin Insurance Group from a “hold” rating to a “strong sell” rating in a research note on Friday, February 6th. Finally, Raymond James Financial raised shares of Baldwin Insurance Group from an “outperform” rating to a “strong-buy” rating and lifted their target price for the company from $20.00 to $30.00 in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $31.17.

Baldwin Insurance Group Price Performance

Shares of BWIN opened at $23.23 on Friday. The firm has a market cap of $2.76 billion, a PE ratio of -47.41, a PEG ratio of 0.85 and a beta of 1.33. The firm’s 50 day moving average price is $22.26 and its 200 day moving average price is $25.85. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.15 and a current ratio of 1.15. Baldwin Insurance Group, Inc. has a twelve month low of $15.88 and a twelve month high of $47.15.

Baldwin Insurance Group (NASDAQ:BWIN) last issued its quarterly earnings data on Thursday, February 26th. The company reported $0.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.29 by $0.02. Baldwin Insurance Group had a negative net margin of 2.25% and a positive return on equity of 12.62%. The firm had revenue of $347.28 million during the quarter, compared to analysts’ expectations of $351.75 million. During the same period in the prior year, the company posted $0.27 earnings per share. Baldwin Insurance Group’s revenue for the quarter was up 5.3% on a year-over-year basis. As a group, research analysts expect that Baldwin Insurance Group, Inc. will post 1.01 EPS for the current fiscal year.

More Baldwin Insurance Group News

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

• Positive Sentiment: Board authorizes up to $250 million share repurchase program — a meaningful capital-return action that can support the stock and reduce share count. Business Wire: $250M Repurchase Program
• Positive Sentiment: Raymond James upgraded BWIN to a “strong-buy” and raised its price target to $30 (from $20), signaling analyst conviction and implying ~29% upside from the current price. Benzinga: Raymond James Upgrade
• Positive Sentiment: Q4 earnings beat: BWIN reported $0.31 EPS vs. consensus $0.29, and EPS improved vs. prior year; these results (and a slide deck/call) helped underpin today’s positive sentiment. MarketBeat: Q4 Results & Conference Call
• Positive Sentiment: Strategic partnership with Fairway Independent Mortgage Corporation could expand distribution channels for Baldwin’s products and support future revenue growth. TMCNet: Fairway Partnership
• Positive Sentiment: TD Cowen initiated coverage (new analyst attention can increase liquidity and interest). AmericanBankingNews: TD Cowen Coverage Initiation
• Neutral Sentiment: Investor materials and presentation (Q4 slide deck and call) published — useful for modeling but not an immediate catalyst. Seeking Alpha: Q4 Presentation
• Neutral Sentiment: Analyst note / valuation pieces reviewing the Fairway partnership and BWIN valuation provide context but do not themselves move fundamentals. Yahoo Finance: Valuation After Partnership
• Negative Sentiment: Wells Fargo cut its price target to $21 and moved to an “equal weight” rating, implying downside from the current level and adding downward pressure on sentiment. TickerReport/Benzinga: Wells Fargo PT Cut
• Negative Sentiment: Revenue slightly missed estimates for the quarter ($347.3M vs. $351.8M est.), and the company still reported a negative net margin — items investors will watch for margin recovery and top-line momentum. Zacks: Q4 Metrics & Revenue vs Estimates

Baldwin Insurance Group Company 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.