SummitTX Capital L.P. Buys New Stake in Baldwin Insurance Group, Inc. $BWIN

SummitTX Capital L.P. purchased a new position in shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) in the first quarter, HoldingsChannel reports. The institutional investor purchased 43,124 shares of the company’s stock, valued at approximately $946,000.

A number of other institutional investors have also recently added to or reduced their stakes in the business. William Blair Investment Management LLC boosted its stake in Baldwin Insurance Group by 47.8% during the 4th quarter. William Blair Investment Management LLC now owns 7,543,813 shares of the company’s stock valued at $181,278,000 after purchasing an additional 2,439,118 shares during the last quarter. UBS Group AG increased its position in shares of Baldwin Insurance Group by 42.9% during the 4th quarter. UBS Group AG now owns 686,318 shares of the company’s stock valued at $16,492,000 after purchasing an additional 205,997 shares during the last quarter. Fenimore Asset Management Inc raised its position in Baldwin Insurance Group by 14.9% in the fourth quarter. Fenimore Asset Management Inc now owns 582,850 shares of the company’s stock worth $14,006,000 after acquiring an additional 75,793 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Baldwin Insurance Group by 19,551.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 98,259 shares of the company’s stock worth $2,361,000 after purchasing an additional 97,759 shares during the period. Finally, Quadrant Private Wealth Management LLC raised its stake in shares of Baldwin Insurance Group by 584.8% in the fourth quarter. Quadrant Private Wealth Management LLC now owns 66,901 shares of the company’s stock valued at $1,608,000 after buying an additional 57,131 shares during the period. 77.49% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Baldwin Insurance Group news, major shareholder Elizabeth Krystyn sold 130,018 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $21.20, for a total value of $2,756,381.60. The sale was disclosed in a filing with the SEC, which is available through this link. 15.80% of the stock is currently owned by insiders.

Trending Headlines about Baldwin Insurance Group

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

• Positive Sentiment: Q2 earnings and revenue exceeded estimates. Baldwin reported adjusted earnings of $0.48 per share, above the $0.46 consensus and up from $0.42 a year ago. Revenue rose 30.1% year over year to $492.9 million, narrowly surpassing the $492.3 million estimate. The Baldwin Insurance Group Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Third-quarter EPS guidance is ahead of expectations. Management expects Q3 earnings of $0.42 to $0.46 per share, compared with the $0.41 analyst consensus. This suggests continued earnings momentum, although the range is broadly in line with recent performance. The Baldwin Group Announces Second Quarter 2026 Results
• Positive Sentiment: Technical momentum remains favorable. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, may support bullish technical sentiment. Baldwin Insurance Group Technical Outlook
• Neutral Sentiment: Growth was driven primarily by factors beyond organic expansion. Total revenue increased 30% year over year, but organic revenue growth was only 2%, a metric investors may monitor for evidence of sustainable underlying demand. The Baldwin Group Second Quarter Results
• Negative Sentiment: Profitability remains a concern. Baldwin posted a negative net margin of 2.80%, which could limit the market’s reaction to the small EPS and revenue beats.
• Negative Sentiment: Q3 revenue guidance is slightly below expectations. The $485 million–$495 million forecast has a midpoint of $490 million, below the $493.1 million consensus estimate. This softer outlook, combined with only 2% organic growth, likely helps explain why BWIN shares have decreased following the results.

Baldwin Insurance Group Trading Down 5.4%

Shares of BWIN stock opened at $26.69 on Friday. The company has a debt-to-equity ratio of 1.51, a current ratio of 1.08 and a quick ratio of 1.08. The firm has a fifty day moving average price of $23.47 and a 200-day moving average price of $22.28. The company has a market cap of $3.81 billion, a price-to-earnings ratio of -39.84, a PEG ratio of 1.01 and a beta of 1.08. Baldwin Insurance Group, Inc. has a 1 year low of $15.88 and a 1 year high of $37.44.

Baldwin Insurance Group (NASDAQ:BWIN) last announced its quarterly earnings data on Thursday, July 30th. The company reported $0.48 EPS for the quarter, beating the consensus estimate of $0.46 by $0.02. The firm had revenue of $492.94 million for the quarter, compared to the consensus estimate of $492.33 million. Baldwin Insurance Group had a negative net margin of 2.80% and a positive return on equity of 12.35%. The company’s revenue was up 30.1% on a year-over-year basis. During the same period last year, the firm earned $0.42 EPS. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. As a group, equities analysts predict that Baldwin Insurance Group, Inc. will post 1.38 earnings per share for the current year.

Wall Street Analysts Forecast Growth

BWIN has been the topic of several recent research reports. TD Cowen restated a “buy” rating on shares of Baldwin Insurance Group in a research report on Monday, June 15th. Bank of America decreased their price objective on shares of Baldwin Insurance Group from $38.00 to $36.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. BMO Capital Markets upped their target price on Baldwin Insurance Group from $23.00 to $25.00 and gave the company a “market perform” rating in a report on Tuesday, June 23rd. Morgan Stanley set a $28.00 price target on shares of Baldwin Insurance Group in a research note on Monday, June 22nd. Finally, Weiss Ratings raised Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $30.00.

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.