Baldwin Insurance Group (NASDAQ:BWIN) Raised to Overweight at JPMorgan Chase & Co.

Posted by Geri Gentry on Jun 22nd, 2026

Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) was upgraded by equities researchers at JPMorgan Chase & Co. from a “neutral” rating to an “overweight” rating in a research report issued to clients and investors on Monday, Marketbeat Ratings reports. The brokerage presently has a $28.00 price objective on the stock, up from their previous price objective of $25.00. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 38.34% from the stock’s current price.

Other research analysts have also recently issued research reports about the stock. Morgan Stanley set a $28.00 price target on shares of Baldwin Insurance Group in a research report on Monday. Zacks Research upgraded Baldwin Insurance Group from a “strong sell” rating to a “hold” rating in a research note on Friday, June 12th. Bank of America dropped their target price on Baldwin Insurance Group from $38.00 to $36.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. UBS Group lowered their target price on shares of Baldwin Insurance Group from $40.00 to $35.00 and set a “buy” rating on the stock in a research report on Tuesday, June 9th. Finally, TD Cowen reiterated a “buy” rating on shares of Baldwin Insurance Group in a research note on Monday, June 15th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Baldwin Insurance Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $29.78.

Read Our Latest Stock Analysis on Baldwin Insurance Group

Baldwin Insurance Group Price Performance

NASDAQ:BWIN opened at $20.24 on Monday. The company has a debt-to-equity ratio of 1.51, a quick ratio of 1.08 and a current ratio of 1.08. Baldwin Insurance Group has a one year low of $15.88 and a one year high of $45.16. The firm’s fifty day moving average is $21.01 and its two-hundred day moving average is $21.85. The firm has a market cap of $2.89 billion, a price-to-earnings ratio of -30.21, a PEG ratio of 0.72 and a beta of 1.16.

Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) last announced its earnings results on Monday, May 4th. The company reported $0.63 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.64 by ($0.01). Baldwin Insurance Group had a negative net margin of 2.80% and a positive return on equity of 12.35%. The company had revenue of $532.24 million during the quarter, compared to analyst estimates of $524.07 million. During the same quarter last year, the business earned $0.65 EPS. The firm’s revenue for the quarter was up 28.7% compared to the same quarter last year. Research analysts expect that Baldwin Insurance Group will post 1.38 EPS for the current year.

Insider Transactions at Baldwin Insurance Group

In other news, major shareholder Elizabeth Krystyn sold 130,018 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $21.20, for a total transaction of $2,756,381.60. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 20.14% of the company’s stock.

Institutional Trading of Baldwin Insurance Group

A number of hedge funds and other institutional investors have recently modified their holdings of BWIN. EverSource Wealth Advisors LLC lifted its holdings in shares of Baldwin Insurance Group by 238.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,278 shares of the company’s stock worth $28,000 after purchasing an additional 900 shares during the last quarter. Larson Financial Group LLC boosted its stake in shares of Baldwin Insurance Group by 666.5% during the 4th 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 in the last quarter. Dorato Capital Management acquired a new stake in shares of Baldwin Insurance Group during the fourth quarter worth $35,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Baldwin Insurance Group during the third quarter worth $39,000. Finally, Wealth Preservation Advisors LLC purchased a new stake in shares of Baldwin Insurance Group during the fourth quarter valued at $46,000. 77.49% of the stock is owned by hedge funds and other institutional investors.

Baldwin Insurance Group Company Profile

(Get Free Report)

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.