Sei Investments Co. Raises Stake in Baldwin Insurance Group, Inc. $BWIN

Sei Investments Co. boosted its stake in shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) by 32.4% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 456,174 shares of the company’s stock after buying an additional 111,640 shares during the quarter. Sei Investments Co.’s holdings in Baldwin Insurance Group were worth $10,008,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in BWIN. Larson Financial Group LLC raised its position in Baldwin Insurance Group by 666.5% in the fourth quarter. Larson Financial Group LLC now owns 1,211 shares of the company’s stock worth $29,000 after acquiring an additional 1,053 shares during the period. Dorato Capital Management bought a new position in shares of Baldwin Insurance Group during the 4th quarter valued at approximately $35,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Baldwin Insurance Group during the 3rd quarter valued at approximately $39,000. Wealth Preservation Advisors LLC purchased a new stake in shares of Baldwin Insurance Group during the 4th quarter worth approximately $46,000. Finally, Strs Ohio purchased a new stake in shares of Baldwin Insurance Group during the 1st quarter worth approximately $72,000. Hedge funds and other institutional investors own 77.49% of the company’s stock.

Baldwin Insurance Group News Roundup

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

• Positive Sentiment: Second-quarter results exceeded expectations. BWIN reported adjusted earnings of $0.48 per share, above the $0.46 consensus estimate and up from $0.42 a year earlier. Revenue rose 30.1% year over year to $492.9 million, narrowly surpassing expectations. The Baldwin Group Announces Second Quarter 2026 Results
• Positive Sentiment: Third-quarter EPS guidance was above Wall Street’s forecast. Management projected earnings of $0.42-$0.46 per share, compared with the $0.41 consensus estimate. The outlook supports expectations for continued earnings growth and likely helped improve investor sentiment. Baldwin Insurance Group Earnings and Guidance
• Positive Sentiment: Revenue growth remained robust. The company’s quarterly presentation and earnings call highlighted total revenue growth of approximately 30%, indicating continued expansion across its insurance distribution operations. Baldwin Insurance Group Q2 Results Presentation
• Neutral Sentiment: Underlying organic growth was more moderate. Organic revenue growth was approximately 2% year over year, suggesting that much of the reported expansion may have come from acquisitions or other non-organic factors. The Baldwin Group Announces Second Quarter 2026 Results
• Negative Sentiment: Revenue guidance was slightly below consensus at the midpoint. BWIN forecast third-quarter revenue of $485 million-$495 million, implying a $490 million midpoint versus analysts’ $493.1 million estimate. The company also continues to report a negative net margin, which may limit the impact of the earnings beat. BWIN Q2 Key Metrics Versus Estimates

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Weiss Ratings upgraded Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, July 8th. UBS Group decreased their target price on Baldwin Insurance Group from $40.00 to $35.00 and set a “buy” rating for the company in a research report on Tuesday, June 9th. Wells Fargo & Company boosted their target price on Baldwin Insurance Group from $24.00 to $27.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. JPMorgan Chase & Co. upped their price target on Baldwin Insurance Group from $28.00 to $30.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Finally, Keefe, Bruyette & Woods increased their price target on Baldwin Insurance Group from $26.00 to $31.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Baldwin Insurance Group presently has a consensus rating of “Moderate Buy” and an average target price of $30.00.

Baldwin Insurance Group Stock Performance

NASDAQ BWIN opened at $27.74 on Friday. The firm has a market cap of $3.95 billion, a P/E ratio of -26.67, a price-to-earnings-growth ratio of 1.00 and a beta of 1.08. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 1.51. The company’s 50 day moving average is $23.63 and its 200-day moving average is $22.32. Baldwin Insurance Group, Inc. has a 12-month low of $15.88 and a 12-month high of $37.44.

Baldwin Insurance Group (NASDAQ:BWIN) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.48 EPS for the quarter, topping the consensus estimate of $0.47 by $0.01. Baldwin Insurance Group had a negative net margin of 4.67% and a positive return on equity of 13.10%. The company had revenue of $492.94 million during the quarter, compared to the consensus estimate of $492.33 million. During the same period last year, the firm earned $0.42 EPS. Baldwin Insurance Group’s revenue for the quarter was up 30.1% on a year-over-year basis. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. Sell-side analysts predict that Baldwin Insurance Group, Inc. will post 1.38 earnings per share for the current year.

Insider Activity

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

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.