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BWIN

The Baldwin Insurance Group Inc.

Sep 16 • 04:00PM ET

49.18

Dollar change +0.96
Percentage change 1.99	%

Financial • Insurance Brokers • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VB VXF VBK IWO KIE SCHA VTWO DFAS

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Index	RUT	P/E	-	EPS (ttm)	-0.80	Insider Own	0.95%	Shs Outstand	66.74M	Perf Week	8.25%
Market Cap	3.28B	Forward P/E	23.73	EPS next Y	2.07	Insider Trans	-63.56%	Shs Float	66.11M	Perf Month	18.56%
Income	-48.09M	PEG	-	EPS next Q	0.36	Inst Own	96.89%	Short Float	4.63%	Perf Quarter	47.60%
Sales	1.31B	P/S	2.50	EPS this Y	39.50%	Inst Trans	-3.39%	Short Ratio	6.86	Perf Half Y	67.85%
Book/sh	8.88	P/B	5.54	EPS next Y	32.66%	ROA	-1.35%	Short Interest	3.06M	Perf Year	85.73%
Cash/sh	5.40	P/C	9.11	EPS next 5Y	33.30%	ROE	-8.09%	52W Range	17.33 - 48.29	Perf YTD	104.75%
Dividend Est.	-	P/FCF	53.49	EPS past 5Y	-114.39%	ROI	-2.33%	52W High	1.84%	Beta	1.58
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	75.99%	Gross Margin	18.90%	52W Low	183.79%	ATR (14)	1.32
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	58.88%	Oper. Margin	4.35%	RSI (14)	74.41	Volatility	2.36% 2.68%
Employees	8500	Debt/Eq	2.55	Sales Y/Y TTM	15.72%	Profit Margin	-3.67%	Recom	1.89	Target Price	45.29
Option/Short	Yes / Yes	LT Debt/Eq	2.49	EPS Q/Q	30.07%	Payout	-	Rel Volume	0.96	Prev Close	48.22
Sales Surprise	1.46%	EPS Surprise	3.16%	Sales Q/Q	14.35%	Earnings	Aug 06 AMC	Avg Volume	446.72K	Price	49.18
SMA20	8.53%	SMA50	15.47%	SMA200	56.61%	Trades		Volume	430,357	Change	1.99%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-08-24	Upgrade	JP Morgan	Neutral → Overweight	$27 → $33
Dec-12-23	Upgrade	Raymond James	Outperform → Strong Buy	$30
Nov-08-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$28 → $24
Mar-03-23	Downgrade	William Blair	Outperform → Mkt Perform
Oct-03-22	Downgrade	JP Morgan	Overweight → Neutral	$31 → $30
Apr-18-22	Initiated	UBS	Buy	$30
Mar-14-22	Upgrade	BofA Securities	Neutral → Buy	$31
Nov-19-21	Resumed	Jefferies	Hold	$39
Oct-28-21	Initiated	Morgan Stanley	Equal-Weight	$43
Jan-13-21	Resumed	BofA Securities	Neutral	$29
Jul-13-20	Upgrade	JP Morgan	Neutral → Overweight	$19
Nov-18-19	Initiated	Wells Fargo	Outperform
Nov-18-19	Initiated	Raymond James	Outperform
Nov-18-19	Initiated	Keefe Bruyette	Outperform
Nov-18-19	Initiated	JP Morgan	Neutral
Nov-18-19	Initiated	Jefferies	Hold
Nov-18-19	Initiated	BofA/Merrill	Buy

Show Previous Ratings

Aug-28-24 04:15PM	The Baldwin Group to Participate in the KBW Insurance Conference (Business Wire)
Aug-07-24 04:05PM	Millennial Specialty Insurance Achieves Milestone of $1 Billion in Written Premium (Business Wire)
Aug-06-24 04:05PM	The Baldwin Group Announces Second Quarter 2024 Results (Business Wire)
Jul-15-24 10:00AM	The Baldwin Group Announces Executive Appointments to Lead Next Phase of Growth in Its UCTS Segment (Business Wire)
Jul-12-24 12:10PM	Will The Baldwin Insurance Group (BWIN) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:05AM	Loading…
Jul-09-24 10:05AM	Westwood Insurance Agency LLC Collaborates With Stanley Martin Homes to Offer Embedded Home Insurance (Business Wire)
Jul-02-24 04:15PM	The Baldwin Group to Report Second Quarter 2024 Results on Tuesday, August 6, 2024 (Business Wire)
Jun-05-24 10:00AM	The Baldwin Group Introduces API-Connected Underwriting Platform Cyber Navigator (Business Wire)
May-31-24 09:52AM	BWIN Stock Earnings: The Baldwin Insurance Meets EPS, Beats Revenue for Q2 2023 (InvestorPlace)
May-28-24 04:15PM	The Baldwin Group to Participate in the William Blair Growth Stock Conference (Business Wire)
May-22-24 09:00AM	The Baldwin Group Introduces 2024 Government Contractor Client Benefits Benchmarking Overview (Business Wire)
May-16-24 04:15PM	The Baldwin Group to Change Ticker Symbol to BWIN on May 20, 2024 (Business Wire) +8.91%
08:00AM	The Baldwin Group Announces Successful Pricing with Improved Terms for $840 Million Term Loan B and $600 Million Revolver (Business Wire)
May-14-24 10:35AM	UBS Raises BRP Group Price Target to $37 From $35, Maintains Buy Rating (MT Newswires)
May-10-24 01:25PM	The Baldwin Group Announces Upsize and Pricing of $600 Million Offering of Senior Secured Notes due 2031 (Business Wire)
09:45AM	Loading…
May-08-24 09:45AM	BRP Group, Inc. (NASDAQ:BRP) Q1 2024 Earnings Call Transcript (Insider Monkey) +12.06%
07:12AM	The Baldwin Group Announces $500 Million Offering of Senior Secured Notes due 2031 (Business Wire)
05:36AM	Baldwin Group's Q1 Adjusted Earnings, Revenue Rise (MT Newswires)
04:11AM	The Baldwin Insurance Group Inc (BRP) Q1 2024 Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
May-07-24 08:58PM	BRP Stock Earnings: BRP Group Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
07:30PM	BRP Group (BRP) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:15PM	BRP Group (BRP) Q1 Earnings and Revenues Surpass Estimates (Zacks)
06:11PM	BRP Group: Q1 Earnings Snapshot (Associated Press Finance)
06:03PM	The Baldwin Insurance Group Inc (BRP) Q1 Earnings: Adjusted EPS Outperforms Amidst Strong ... (GuruFocus.com)
04:05PM	The Baldwin Group Announces First Quarter 2024 Results (Business Wire)
May-02-24 10:00AM	Westwood Insurance Agency LLC Announces Strategic Collaboration With Landsea Homes (Business Wire)
May-01-24 09:05AM	BRP to Become The Baldwin Group (Business Wire)
Apr-30-24 10:01AM	BRP Group (BRP) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-28-24 05:50PM	American Politicians are Selling These 10 Stocks (Insider Monkey)
Apr-25-24 02:00AM	ICEYE and Juniper Re, LLC announce multi-year flood and wildfire data collaboration (PR Newswire)
09:00AM	Loading…
Apr-17-24 09:00AM	BRP Group, Inc. and Nasdaqs Third Annual Directors and Officers (D&O) Benchmarking Report Includes Key Findings on Cyber Liability in this Years Edition (Business Wire)
Apr-01-24 04:15PM	BRP Group, Inc. to Report First Quarter 2024 Results on Tuesday, May 7, 2024 (Business Wire)
Mar-06-24 12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook BRP Group (BRP) (Zacks)
Mar-05-24 10:00AM	Millennial Specialty Insurance, LLC Announces Launch of its Multifamily Insurance Solutions into Canadian Market with Distribution Through Summit Commercial Solutions (Business Wire)
Mar-04-24 09:40AM	Are Finance Stocks Lagging BRP Group (BRP) This Year? (Zacks) +6.51%
Feb-29-24 09:58AM	BRP Group, Inc. (NASDAQ:BRP) Q4 2023 Earnings Call Transcript (Insider Monkey)
07:12AM	Q4 2023 BRP Group Inc Earnings Call (Thomson Reuters StreetEvents)
07:00AM	Amwins Purchases Wholesale Business from BRP Group, Inc. (PR Newswire)
Feb-28-24 06:45PM	BRP Group (BRP) Q4 Earnings and Revenues Surpass Estimates (Zacks)
05:49PM	BRP Group: Q4 Earnings Snapshot (Associated Press Finance)
04:37PM	BRP Group Inc (BRP) Reports Strong Revenue Growth Amidst Net Losses in Q4 and Full Year 2023 (GuruFocus.com)
04:05PM	BRP Group, Inc. Announces Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-26-24 04:44PM	BRP Group, Inc. to Participate in the Raymond James Institutional Investor Conference (Business Wire)
Feb-14-24 09:40AM	Is BRP Group (BRP) Stock Outpacing Its Finance Peers This Year? (Zacks)
Feb-06-24 09:35AM	Here's Why BRP Group (BRP) is Poised for a Turnaround After Losing -12.01% in 4 Weeks (Zacks) +5.73%
Jan-23-24 10:00AM	ADVENT ALLEN INTERNATIONAL WELCOMES JOSEPH KADOW AS SENIOR PARTNER AND CHIEF LEGAL AND BUSINESS AFFAIRS OFFICER (PR Newswire)
Jan-19-24 09:00AM	BRP Group, Inc. Announces Executive Appointments (Business Wire)
Jan-11-24 04:15PM	BRP Group, Inc. to Report Fourth Quarter 2023 Results on Wednesday, February 28, 2024 (Business Wire)
Nov-15-23 12:11PM	11 Undervalued Insurance Stocks To Buy Now (Insider Monkey) -5.26%
Nov-08-23 01:30PM	BRP Group, Inc. (NASDAQ:BRP) Q3 2023 Earnings Call Transcript (Insider Monkey) -12.07%
06:53AM	Q3 2023 BRP Group Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-23 06:13PM	BRP Group: Q3 Earnings Snapshot (Associated Press Finance)
04:56PM	BRP Group Inc (BRP) Reports Strong Revenue Growth Amidst Net Loss in Q3 2023 (GuruFocus.com)
04:15PM	BRP Group, Inc. Announces Third Quarter 2023 Results (Business Wire)
Nov-03-23 11:40AM	NNGRY or BRP: Which Is the Better Value Stock Right Now? (Zacks)
Nov-01-23 10:01AM	Manulife Financial (MFC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-31-23 10:01AM	BRP Group (BRP) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-18-23 11:40AM	NNGRY or BRP: Which Is the Better Value Stock Right Now? (Zacks)
Oct-17-23 09:00AM	BRP Group, Inc. Announces Launch of Reinsurance Broking Platform, Juniper Re, LLC (Business Wire)
Oct-04-23 07:34PM	Is BRP Group (BRP) Too Good to Be True? A Comprehensive Analysis of a Potential Value Trap (GuruFocus.com)
07:30AM	Ascend Selected by Founder Shield to Automate Financial Operations Process to Improve Customer Experience, Broker Efficiency (PR Newswire)
Oct-03-23 04:15PM	BRP Group, Inc. to Report Third Quarter 2023 Results on Tuesday, November 7, 2023 (Business Wire)
Oct-02-23 11:40AM	NNGRY vs. BRP: Which Stock Is the Better Value Option? (Zacks)
Sep-28-23 10:00AM	Millennial Specialty Insurance, LLC Launches New High Net Worth Homeowners Program in Collaboration with MS Transverse (Business Wire)
Sep-15-23 11:40AM	NNGRY vs. BRP: Which Stock Should Value Investors Buy Now? (Zacks)
Sep-14-23 01:11AM	Insider Sell: Lowry Baldwin Sells 120,000 Shares of BRP Group Inc (GuruFocus.com)
Sep-08-23 04:15PM	BRP Group, Inc. Announces Successful Pricing of $170 Million Incremental Term Loan B (Business Wire)
Sep-07-23 12:39PM	Is BRP Group (BRP) Too Good to Be True? A Comprehensive Analysis of a Potential Value Trap (GuruFocus.com)
Aug-30-23 11:40AM	NNGRY or BRP: Which Is the Better Value Stock Right Now? (Zacks)
Aug-14-23 03:07PM	Hiring decelerates at Tampas fastest-growing public company after frenzied growth (American City Business Journals)
Aug-10-23 02:27PM	FMR LLC Boosts Stake in BRP Group Inc (GuruFocus.com)
10:00AM	BRP Group, Inc. Introduces International Center of Excellence to Enable Businesses to Expand Operations Across the Globe (Business Wire)
06:33AM	Q2 2023 BRP Group Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-09-23 05:50PM	BRP Group (BRP) Q2 Earnings Meet Estimates (Zacks)
04:50PM	BRP Group: Q2 Earnings Snapshot (AP Finance)
04:05PM	BRP Group, Inc. Announces Second Quarter 2023 Results (Business Wire)
Aug-03-23 08:00AM	Iris Energy Announces Monthly Investor Update for July 2023 (GlobeNewswire)
Jul-25-23 10:00AM	BRP Group, Inc. Introduces Government Contracting Center of Excellence (Business Wire)
Jul-21-23 07:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jul-18-23 07:10AM	Iris Energy Announces Appointment of Sunita Parasuraman to Board of Directors (GlobeNewswire)
Jul-17-23 11:40AM	MFC vs. BRP: Which Stock Is the Better Value Option? (Zacks)
Jul-05-23 04:15PM	BRP Group, Inc. to Report Second Quarter 2023 Results on Wednesday, August 9, 2023 (Business Wire)
Jun-30-23 11:40AM	MFC vs. BRP: Which Stock Should Value Investors Buy Now? (Zacks)
Jun-14-23 11:40AM	MFC or BRP: Which Is the Better Value Stock Right Now? (Zacks)
Jun-12-23 09:00AM	BRP Group, Inc. Introduces Private Equity and Venture Capital Centers of Excellence and Dedicated Leadership Team to Protect Clients Long-Term Fund Performance (Business Wire)
Jun-08-23 08:33AM	The three-year returns have been respectable for BRP Group (NASDAQ:BRP) shareholders despite underlying losses increasing (Simply Wall St.)
May-30-23 04:15PM	BRP Group, Inc. to Participate in the William Blair Growth Stock Conference (Business Wire) -6.56%
May-10-23 07:12AM	Q1 2023 BRP Group Inc Earnings Call (Thomson Reuters StreetEvents)
May-09-23 06:25PM	BRP Group (BRP) Q1 Earnings and Revenues Surpass Estimates (Zacks)
05:16PM	BRP Group: Q1 Earnings Snapshot (AP Finance)
04:05PM	BRP Group, Inc. Announces First Quarter 2023 Results (Business Wire)
May-08-23 03:27PM	11 Best Insurance Brokerage Stocks To Buy Now (Insider Monkey)
Apr-25-23 04:52PM	BRP Group, Inc. Announces Nomination of Sathish Muthukrishnan to Its Board of Directors (Business Wire)
Apr-19-23 09:00AM	BRP Group and Nasdaqs Second Annual Directors and Officers (D&O) Benchmarking Report Reveals Significant Decrease in Rates Year over Year (Business Wire)
Apr-18-23 07:13AM	Why Investors Shouldn't Be Surprised By BRP Group, Inc.'s (NASDAQ:BRP) P/S (Simply Wall St.)
Apr-12-23 11:40AM	VOYA vs. BRP: Which Stock Is the Better Value Option? (Zacks)
Mar-30-23 04:15PM	BRP Group, Inc. to Report First Quarter 2023 Results on Tuesday, May 9, 2023 (Business Wire)
Mar-02-23 05:38AM	BRP Group Full Year 2022 Earnings: Revenues Beat Expectations, EPS Lags (Simply Wall St.)
Mar-01-23 06:25AM	Q4 2022 BRP Group Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-28-23 07:55PM	BRP Group (BRP) Surpasses Q4 Earnings and Revenue Estimates (Zacks)

Baldwin Insurance Group, Inc. engages in the provision of insurance services. It operates through the following segments: Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides private risk management, commercial risk management, and employee benefits solutions for mid-to-large size businesses and high net worth individuals and families. The Underwriting, Capacity & Technology Solutions segment represents a wholesale co-brokerage platform that delivers specialty insurers, professionals, individuals, and niche industry businesses expanded access to exclusive specialty markets, capabilities, and programs requiring complex underwriting and placement. The Mainstreet segment offers personal insurance, commercial insurance, and life and health solutions to individuals and businesses in their communities. The Medicare segment provides consultation for government assistance programs and solutions, including traditional Medicare and Medicare Advantage, to seniors and Medicare-eligible individuals through a network of agents. The company was founded by Elizabeth H. Krystyn, Laura R. Sherman, and Lowry L. Baldwin in 2011 and is headquartered in Tampa, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Baldwin Lowry	Director	Aug 30 '24	Sale	46.74	50,000	2,337,000	0	Aug 30 07:18 PM
Galbraith Daniel	See Remarks	Aug 29 '24	Sale	46.33	75,000	3,474,750	0	Aug 30 07:17 PM
Baldwin Lowry	Affiliate	Aug 30 '24	Proposed Sale	46.70	50,000	2,335,067		Aug 30 04:31 PM
Galbraith Daniel	affiliate	Aug 29 '24	Proposed Sale	46.29	75,000	3,471,597		Aug 29 04:06 PM
Baldwin Lowry	Director	Aug 20 '24	Sale	42.56	51,744	2,202,169	28,256	Aug 22 04:05 PM
Baldwin Lowry	Director	Aug 21 '24	Sale	43.05	28,256	1,216,421	0	Aug 22 04:05 PM
Baldwin Lowry	affiliate	Aug 21 '24	Proposed Sale	43.01	28,256	1,215,223		Aug 21 04:26 PM
Baldwin Lowry	affiliate	Aug 20 '24	Proposed Sale	42.52	51,744	2,199,900		Aug 20 04:48 PM
Hale Bradford	Chief Financial Officer	Aug 15 '24	Sale	41.49	10,000	414,900	98,131	Aug 19 07:28 PM
Roche James Morgan	See Remarks	Aug 16 '24	Sale	42.17	150,000	6,325,275	184,226	Aug 19 07:27 PM
Roche James Morgan	See Remarks	Aug 15 '24	Sale	41.63	111,591	4,645,692	334,226	Aug 19 07:27 PM
Roche James Morgan	See Remarks	Aug 19 '24	Sale	42.79	75,380	3,225,206	108,846	Aug 19 07:27 PM
Roche James Morgan	Officer	Aug 19 '24	Proposed Sale	42.78	75,380	3,224,922		Aug 19 04:41 PM
Roche James Morgan	Officer	Aug 16 '24	Proposed Sale	42.17	150,000	6,325,485		Aug 16 05:23 PM
Hale Bradford	Officer	Aug 15 '24	Proposed Sale	41.49	10,000	414,868		Aug 15 05:39 PM
Roche James Morgan	Officer	Aug 15 '24	Proposed Sale	41.63	111,591	4,645,678		Aug 15 05:00 PM
Roche James Morgan	Officer	Aug 14 '24	Proposed Sale	41.45	2,547	105,570		Aug 15 09:12 AM
Baldwin Lowry	Director	Aug 13 '24	Sale	41.36	20,000	827,200	80,000	Aug 14 07:15 PM
Roche James Morgan	See Remarks	Aug 12 '24	Sale	41.50	85,222	3,536,713	254,681	Aug 14 07:14 PM
Roche James Morgan	See Remarks	Aug 13 '24	Sale	41.28	6,317	260,766	248,364	Aug 14 07:14 PM
Roche James Morgan	See Remarks	Aug 14 '24	Sale	41.45	2,547	105,573	245,817	Aug 14 07:14 PM
Roche James Morgan	Officer	Aug 13 '24	Proposed Sale	41.23	6,317	260,463		Aug 14 09:23 AM
Baldwin Lowry	affiliate	Aug 13 '24	Proposed Sale	41.31	20,000	826,277		Aug 13 04:55 PM
Roche James Morgan	Officer	Aug 12 '24	Proposed Sale	41.49	85,222	3,536,269		Aug 12 05:43 PM
Roche James Morgan	Officer	Aug 09 '24	Proposed Sale	41.93	56,912	2,386,052		Aug 12 11:50 AM
Roche James Morgan	See Remarks	Aug 09 '24	Sale	41.92	56,912	2,385,751	339,903	Aug 09 07:19 PM
Roche James Morgan	See Remarks	Aug 08 '24	Sale	41.96	36,684	1,539,312	396,815	Aug 09 07:19 PM
Cohen Seth Bala	General Counsel	Aug 08 '24	Sale	42.63	3,783	161,269	8,813	Aug 09 07:17 PM
Cohen Seth Bala	Officer	Aug 08 '24	Proposed Sale	42.63	3,783	161,250		Aug 08 05:31 PM
Roche James Morgan	Officer	Aug 08 '24	Proposed Sale	41.96	36,684	1,539,363		Aug 08 05:04 PM
Baldwin Lowry	Director	May 21 '24	Sale	34.10	125,000	4,262,018	0	May 23 09:34 PM
Galbraith Daniel	See Remarks	May 10 '24	Sale	29.83	80,932	2,414,202	0	May 13 08:51 PM
Galbraith Daniel	See Remarks	May 09 '24	Sale	30.03	74,668	2,242,575	80,932	May 13 08:51 PM
Galbraith Daniel	See Remarks	May 10 '24	Sale	30.11	24,841	747,963	6,285	May 13 08:51 PM
Galbraith Daniel	See Remarks	May 09 '24	Sale	30.76	1,040	31,990	31,126	May 13 08:51 PM
Roche James Morgan	See Remarks	May 09 '24	Sale	30.06	20,000	601,179	238,499	May 13 08:49 PM
Roche James Morgan	See Remarks	May 13 '24	Sale	30.61	5,000	153,050	233,499	May 13 08:49 PM
Cohen Seth Bala	General Counsel	May 09 '24	Sale	30.03	10,834	325,345	13,813	May 13 08:47 PM
Cohen Seth Bala	General Counsel	Mar 15 '24	Sale	29.04	1,033	29,998	10,657	Mar 15 08:58 PM
Baldwin Lowry	Director	Mar 11 '24	Sale	28.94	62,629	1,812,483	37,371	Mar 13 08:09 PM
Baldwin Lowry	Director	Mar 12 '24	Sale	28.92	37,371	1,080,713	0	Mar 13 08:09 PM
Valentine John A.	Chief Partnership Officer	Nov 09 '23	Buy	19.98	5,000	99,895	93,222	Nov 13 04:15 PM
Hale Bradford	Chief Financial Officer	Nov 09 '23	Buy	19.97	10,000	199,655	10,000	Nov 13 04:15 PM

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BWIN

The Baldwin Insurance Group Inc.

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