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The Baldwin Insurance Group, Inc. (BWIN)

Financial Services | Insurance Brokers | Tampa, United States | NasdaqGS
27.32 USD +0.82 (3.094%) ⇧ (July 13, 2026, 4 p.m. EDT)

Short-term:★★★★☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 3:07 a.m. EDT

The immediate outlook is driven by a potent convergence of takeover rumors and aggressive speculative positioning. The market is pricing in a 'go-private' scenario, evidenced by JPMorgan's upgrade and specific price targets from BMO, which aligns with the heavy call open interest at the $30 strike. This creates a high-conviction short-term bullish case where the stock could surge if the rumors materialize. However, the long-term investment thesis remains fundamentally broken. The company is currently losing money, with negative operating margins and a massive debt load relative to equity. While revenue is growing, the bottom-line deterioration and the precarious balance sheet prevent any long-term buy rating. The recent price strength is a reaction to event-driven speculation, not a correction of the underlying business quality.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.200557
MSTL0.207345
AutoARIMA0.209820
AutoETS0.209824

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 40%
H-stat 2.11
Ljung-Box p 0.000
Jarque-Bera p 0.093
Excess Kurtosis -0.40
Attribute Value
Sector Financial Services
Debt to Equity Ratio 158.367
Revenue per Share 21.687
Market Cap 2,663,425,536
Forward P/E 10.92
Beta 1.08
Profit Margins -2.80%
Previous Name BRP Group, Inc.
Website https://www.baldwin.com

As of July 11, 2026, 3:07 a.m. EDT: Speculators are aggressively positioning for a sharp upward move in the near term. Call open interest is heavily concentrated at the $30 strike across multiple expirations, acting as a significant barrier and suggesting a target price for a breakout. Put volume is negligible compared to calls, with almost no open interest below the money, indicating a lack of hedging against downside and a speculative bias toward upside momentum.


Info Dump

Attribute Value
52 Week Change -0.3578871
Address1 4,211 West Boy Scout Blvd.
Address2 Suite 800
All Time High 55.82
All Time Low 8.35
Ask 34.76
Ask Size 2
Audit Risk 3
Average Analyst Rating 1.8 - Buy
Average Daily Volume10 Day 1,719,020
Average Daily Volume3 Month 1,664,909
Average Volume 1,664,909
Average Volume10Days 1,719,020
Beta 1.081
Bid 19.5
Bid Size 2
Board Risk 8
Book Value 9.974
City Tampa
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 4
Country United States
Crypto Tradeable 0
Currency USD
Current Price 27.32
Current Ratio 1.081
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 27.575
Day Low 26.54
Debt To Equity 158.367
Display Name The Baldwin Insurance
Earnings Call Timestamp End 1,785,441,600
Earnings Call Timestamp Start 1,785,441,600
Earnings Growth -0.9
Earnings Quarterly Growth -0.832
Earnings Timestamp 1,785,441,600
Earnings Timestamp End 1,785,441,600
Earnings Timestamp Start 1,785,441,600
Ebitda 85,505,000
Ebitda Margins 0.05266
Enterprise To Ebitda 65.049
Enterprise To Revenue 3.426
Enterprise Value 5,562,036,736
Eps Current Year 2.01486
Eps Forward 2.50108
Eps Trailing Twelve Months -0.69
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 21.6744
Fifty Day Average Change 5.6455994
Fifty Day Average Change Percent 0.26047316
Fifty Two Week Change Percent -35.788708
Fifty Two Week High 43.64
Fifty Two Week High Change -16.32
Fifty Two Week High Change Percent -0.37396884
Fifty Two Week Low 15.88
Fifty Two Week Low Change 11.44
Fifty Two Week Low Change Percent 0.720403
Fifty Two Week Range 15.88 - 43.64
Financial Currency USD
First Trade Date Milliseconds 1,571,923,800,000
Float Shares 75,841,335
Forward Eps 2.50108
Forward P E 10.923281
Free Cashflow 118,522,752
Full Exchange Name NasdaqGS
Full Time Employees 5,000
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.30297002
Gross Profits 491,931,008
Has Pre Post Market Data 1
Held Percent Insiders 0.02451
Held Percent Institutions 0.93906
Implied Shares Outstanding 97,489,954
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 2,663,425,536
Market State PRE
Max Age 86,400
Message Board Id finmb_427546442
Most Recent Quarter 1,774,915,200
Name Change Date 2,026-07-13
Net Income To Common -45,411,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 2,663,425,543
Number Of Analyst Opinions 9
Open 26.54
Operating Cashflow 28,492,000
Operating Margins -0.17468001
Overall Risk 6
Payout Ratio 0.0
Phone 866 279 0698
Pre Market Change -0.20999908
Pre Market Change Percent -0.7686643
Pre Market Price 27.11
Pre Market Time 1,784,016,734
Prev Name BRP Group, Inc.
Previous Close 26.5
Price Eps Current Year 13.559256
Price Hint 2
Price To Book 2.7391217
Price To Sales Trailing12 Months 1.6403291
Profit Margins -0.02797
Quick Ratio 0.857
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.8
Region US
Regular Market Change 0.82
Regular Market Change Percent 3.09434
Regular Market Day High 27.575
Regular Market Day Low 26.54
Regular Market Day Range 26.54 - 27.575
Regular Market Open 26.54
Regular Market Previous Close 26.5
Regular Market Price 27.32
Regular Market Time 1,783,972,801
Regular Market Volume 840,735
Return On Assets -0.00947
Return On Equity -0.06227
Revenue Growth 0.287
Revenue Per Share 21.687
Sand P52 Week Change 0.20847368
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 8
Shares Outstanding 97,489,954
Shares Percent Shares Out 0.122
Shares Short 11,891,857
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 12,215,716
Short Name The Baldwin Insurance Group, In
Short Percent Of Float 0.14039999
Short Ratio 5.52
Source Interval 15
State FL
Symbol BWIN
Target High Price 37.0
Target Low Price 24.0
Target Mean Price 30.33333
Target Median Price 30.0
Total Cash 146,408,992
Total Cash Per Share 1.502
Total Debt 2,457,305,088
Total Revenue 1,623,714,048
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.69
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 23.2568
Two Hundred Day Average Change 4.0632
Two Hundred Day Average Change Percent 0.1747102
Type Disp Equity
Volume 840,735
Website https://www.baldwin.com
Zip 33,607