Wells Fargo & Company Issues Pessimistic Forecast for Baldwin Insurance Group (NASDAQ:BWIN) Stock Price

Baldwin Insurance Group (NASDAQ:BWIN) had its target price lowered by equities researchers at Wells Fargo & Company from $27.00 to $21.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s target price points to a potential downside of 6.74% from the stock’s previous close.

BWIN has been the subject of a number of other reports. JPMorgan Chase & Co. reduced their price objective on shares of Baldwin Insurance Group from $33.00 to $28.00 and set a “neutral” rating for the company in a research note on Wednesday, January 7th. UBS Group dropped their target price on shares of Baldwin Insurance Group from $52.00 to $47.00 and set a “buy” rating for the company in a research report on Monday, November 10th. BMO Capital Markets cut their price target on Baldwin Insurance Group from $34.00 to $33.00 and set a “market perform” rating for the company in a report on Thursday, December 4th. Zacks Research cut shares of Baldwin Insurance Group from a “hold” rating to a “strong sell” rating in a research report on Friday, February 6th. Finally, Weiss Ratings restated a “sell (e+)” rating on shares of Baldwin Insurance Group in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Baldwin Insurance Group has a consensus rating of “Hold” and an average price target of $31.17.

Baldwin Insurance Group Stock Up 21.8%

Shares of NASDAQ:BWIN traded up $4.03 during midday trading on Friday, hitting $22.52. 1,207,565 shares of the stock were exchanged, compared to its average volume of 1,487,778. The company has a market capitalization of $2.67 billion, a PE ratio of -52.42, a P/E/G ratio of 0.62 and a beta of 1.33. Baldwin Insurance Group has a 52-week low of $15.88 and a 52-week high of $47.15. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.15 and a current ratio of 1.15. The business’s fifty day simple moving average is $22.27 and its two-hundred day simple moving average is $25.95.

Baldwin Insurance Group (NASDAQ:BWIN) last issued its earnings results on Thursday, February 26th. The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.02. The company had revenue of $347.28 million for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.27 EPS. As a group, research analysts predict that Baldwin Insurance Group will post 1.01 earnings per share for the current fiscal year.

Insider Activity

In other news, insider James Morgan Roche sold 100,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $24.20, for a total value of $2,420,000.00. Following the transaction, the insider owned 122,113 shares in the company, valued at approximately $2,955,134.60. The trade was a 45.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last 90 days, insiders have sold 255,000 shares of company stock valued at $6,119,000. 18.51% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Baldwin Insurance Group

Hedge funds and other institutional investors have recently bought and sold shares of the company. New York State Common Retirement Fund raised its position in shares of Baldwin Insurance Group by 422.6% during the second quarter. New York State Common Retirement Fund now owns 257,384 shares of the company’s stock worth $11,019,000 after purchasing an additional 208,137 shares during the period. Fenimore Asset Management Inc lifted its stake in shares of Baldwin Insurance Group by 44.3% in the third quarter. Fenimore Asset Management Inc now owns 507,057 shares of the company’s stock valued at $14,304,000 after buying an additional 155,654 shares in the last quarter. Westwood Holdings Group Inc. grew its holdings in shares of Baldwin Insurance Group by 8.0% during the second quarter. Westwood Holdings Group Inc. now owns 1,920,530 shares of the company’s stock valued at $82,218,000 after buying an additional 142,506 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in Baldwin Insurance Group by 84.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 201,557 shares of the company’s stock valued at $8,629,000 after purchasing an additional 91,991 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in Baldwin Insurance Group by 3.5% during the 2nd quarter. Bank of New York Mellon Corp now owns 866,083 shares of the company’s stock valued at $37,077,000 after purchasing an additional 29,137 shares during the last quarter. Institutional investors and hedge funds own 77.49% of the company’s stock.

Key Stories Impacting Baldwin Insurance Group

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

• Positive Sentiment: Raymond James upgraded BWIN from “Outperform” to “Strong Buy” and set a $30 price target, implying material upside from recent levels — a clear buy‑side signal that likely lifted sentiment and flows.
• Positive Sentiment: The Board authorized a substantial share repurchase program of up to $250 million, which reduces share count and signals management confidence in valuation. Repurchase Program Announcement
• Positive Sentiment: Baldwin announced a strategic partnership with Fairway Independent Mortgage Corporation, which may expand distribution for UCTS/consumer products and support revenue growth. Fairway Partnership
• Positive Sentiment: Q4 results: EPS came in at $0.31, beating the consensus ~$0.29 and up from $0.27 year‑ago — an earnings beat that supports the thesis of improving profitability. Earnings Beat
• Neutral Sentiment: Coverage initiation at TD Cowen may increase institutional attention and liquidity; impact depends on published rating and model assumptions. TD Cowen Coverage Initiation
• Neutral Sentiment: Analyses and write‑ups (Yahoo/Zacks) are reviewing valuation and key metrics post‑partnership and earnings — useful for investors but not immediate price drivers. Valuation After Partnership
• Negative Sentiment: Revenue for the quarter was $347.3M, slightly below the ~$351.8M consensus, and the company still reported a negative net margin (~‑1.89%) — items that could temper enthusiasm if trends persist. Earnings Release / Slide Deck

About Baldwin Insurance Group

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.