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The Baldwin Insurance Group, Inc. (BWIN)

Financial Services | Insurance Brokers | Tampa, United States | NasdaqGS
25.82 USD +0.78 (3.115%) ⇧ (April 20, 2026, 4 p.m. EDT)

Short-term: ★★★☆☆ | Long-term: ★★☆☆☆ | Dividends: ☆☆☆☆☆
Hot Take | April 18, 2026, 10:26 p.m. EDT

Baldwin Insurance (BWIN) presents a conflicted picture: near-term technicals and analyst sentiment are shifting bullish following earnings, yet the company remains fundamentally impaired by negative operating margins and a history of NAV erosion (no dividends). The options market reflects this dichotomy with speculative calls targeting a rebound, while sellers remain over-exposed via long-dated puts for protection. Until operating profitability turns positive and book value stabilizes, this remains a high-risk consolidation play rather than a fundamental growth opportunity.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.163000
AutoETS0.163008
AutoTheta0.168797
MSTL0.173783

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 76%
H-stat 0.09
Ljung-Box p 0.000
Jarque-Bera p 0.041
Excess Kurtosis -0.74
Attribute Value
Sector Financial Services
Debt to Equity Ratio 162.435
Revenue per Share 22.151
Market Cap 2,497,338,112
Forward P/E 10.29
Beta 1.30
Profit Margins -2.25%
Previous Name BRP Group, Inc.
Website https://www.baldwin.com

As of April 18, 2026, 10:26 p.m. EDT: Calls show significant out-of-the-money (OTM) speculative positioning at the 30.0 strike for April (Top OI), suggesting a bullish gamma exacerbation or momentum bet. However, Put flow is overwhelmingly dominated by long-dated, deep ITM strikes (June 17.5, Jan 27.5, Jan 15.0), indicating a hedging strategy or defensive positioning rather than directional bearish betting. The short-term IV is higher in the near term (April expiry), implying elevated implied fear relative to long-dated contracts, but the net put/call flow suggests speculators are hedging potential upside rather than betting on a crash.


Info Dump

Attribute Value
52 Week Change -0.38185298
Address1 4,211 West Boy Scout Blvd.
Address2 Suite 800
All Time High 55.82
All Time Low 8.35
Ask 32.01
Ask Size 2
Audit Risk 3
Average Analyst Rating 1.9 - Buy
Average Daily Volume10 Day 1,428,370
Average Daily Volume3 Month 1,780,514
Average Volume 1,780,514
Average Volume10Days 1,428,370
Beta 1.301
Bid 18.36
Bid Size 2
Board Risk 8
Book Value 8.362
City Tampa
Compensation As Of Epoch Date 1,735,603,200
Compensation Risk 1
Country United States
Crypto Tradeable 0
Currency USD
Current Price 25.82
Current Ratio 1.162
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 26.0
Day Low 24.95
Debt To Equity 162.435
Display Name The Baldwin Insurance
Earnings Call Timestamp End 1,777,928,400
Earnings Call Timestamp Start 1,777,928,400
Earnings Timestamp 1,777,924,800
Earnings Timestamp End 1,777,924,800
Earnings Timestamp Start 1,777,924,800
Ebitda 214,150,000
Ebitda Margins 0.1423
Enterprise To Ebitda 21.57
Enterprise To Revenue 3.07
Enterprise Value 4,619,290,112
Eps Current Year 2.00442
Eps Forward 2.50858
Eps Trailing Twelve Months -0.5
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 20.6306
Fifty Day Average Change 5.1893997
Fifty Day Average Change Percent 0.25153896
Fifty Two Week Change Percent -38.1853
Fifty Two Week High 45.16
Fifty Two Week High Change -19.34
Fifty Two Week High Change Percent -0.4282551
Fifty Two Week Low 15.88
Fifty Two Week Low Change 9.94
Fifty Two Week Low Change Percent 0.62594455
Fifty Two Week Range 15.88 - 45.16
Financial Currency USD
First Trade Date Milliseconds 1,571,923,800,000
Float Shares 95,641,661
Forward Eps 2.50858
Forward P E 10.292676
Free Cashflow -20,126,500
Full Exchange Name NasdaqGS
Full Time Employees 4,955
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.30197
Gross Profits 454,432,000
Has Pre Post Market Data 1
Held Percent Insiders 0.01153
Held Percent Institutions 0.84932
Implied Shares Outstanding 96,721,068
Industry Insurance Brokers
Industry Disp Insurance Brokers
Industry Key insurance-brokers
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance product suite comprises personal, commercial, and professional lines. Its Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
Long Name The Baldwin Insurance Group, Inc.
Market us_market
Market Cap 2,497,338,112
Market State PRE
Max Age 86,400
Message Board Id finmb_427546442
Most Recent Quarter 1,767,139,200
Name Change Date 2,026-04-20
Net Income To Common -33,813,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 2,497,337,975
Number Of Analyst Opinions 9
Open 25.01
Operating Cashflow -29,418,000
Operating Margins -0.025729999
Overall Risk 5
Payout Ratio 0.0
Phone 866 279 0698
Pre Market Change 0.030000687
Pre Market Change Percent 0.11619166
Pre Market Price 25.85
Pre Market Time 1,776,771,294
Prev Name BRP Group, Inc.
Previous Close 25.04
Price Eps Current Year 12.881532
Price Hint 2
Price To Book 3.0877779
Price To Sales Trailing12 Months 1.6594888
Profit Margins -0.02247
Quick Ratio 0.932
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.9
Region US
Regular Market Change 0.779999
Regular Market Change Percent 3.11501
Regular Market Day High 26.0
Regular Market Day Low 24.95
Regular Market Day Range 24.95 - 26.0
Regular Market Open 25.01
Regular Market Previous Close 25.04
Regular Market Price 25.82
Regular Market Time 1,776,715,201
Regular Market Volume 1,339,800
Return On Assets 0.01459
Return On Equity -0.05174
Revenue Growth 0.053
Revenue Per Share 22.151
Sand P52 Week Change 0.34445214
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 8
Shares Outstanding 96,721,068
Shares Percent Shares Out 0.120900005
Shares Short 11,695,410
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 8,348,371
Short Name The Baldwin Insurance Group, In
Short Percent Of Float 0.1333
Short Ratio 5.54
Source Interval 15
State FL
Symbol BWIN
Target High Price 40.0
Target Low Price 23.0
Target Mean Price 29.33333
Target Median Price 26.0
Total Cash 123,669,000
Total Cash Per Share 1.279
Total Debt 1,761,437,952
Total Revenue 1,504,883,968
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.5
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 26.922926
Two Hundred Day Average Change -1.1029263
Two Hundred Day Average Change Percent -0.040966064
Type Disp Equity
Volume 1,339,800
Website https://www.baldwin.com
Zip 33,607