Baldwin Insurance Group (NASDAQ:BWIN) Sets New 1-Year High Following Analyst Upgrade

Posted by Brian Himes on Sep 17th, 2026

Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Get Free Report) reached a new 52-week high during trading on Wednesday after BMO Capital Markets raised their price target on the stock from $26.00 to $32.50. BMO Capital Markets currently has a market perform rating on the stock. Baldwin Insurance Group traded as high as $32.71 and last traded at $32.49, with a volume of 12035852 shares changing hands. The stock had previously closed at $32.00.

BWIN has been the topic of a number of other research reports. JPMorgan Chase & Co. boosted their target price on shares of Baldwin Insurance Group from $28.00 to $30.00 and gave the company an “overweight” rating in a report on Monday, July 13th. UBS Group raised their price target on Baldwin Insurance Group from $35.00 to $37.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. William Blair cut Baldwin Insurance Group from an “outperform” rating to a “hold” rating in a research report on Monday. Morgan Stanley set a $28.00 price objective on Baldwin Insurance Group in a research note on Monday, June 22nd. Finally, Weiss Ratings raised Baldwin Insurance Group from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $31.17.

Read Our Latest Report on BWIN

Key Stories Impacting Baldwin Insurance Group

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

Positive Sentiment: Investors purchased 4,579 BWIN call options, roughly 1,051% above average volume, suggesting increased speculative interest following the buyout announcement.
Positive Sentiment: BMO Capital Markets raised its price target to $32.50, matching the proposed cash consideration and indicating limited additional downside if the transaction closes as announced.
Neutral Sentiment: William Blair reiterated a Market Perform rating, while Jefferies analysts also maintained a neutral view. The ratings reflect that BWIN’s shares are now closely anchored to the $32.50 transaction price rather than conventional valuation targets. William Blair Reiterates Market Perform Rating
Neutral Sentiment: Several shareholder-rights law firms are reviewing whether the proposed sale price is fair and whether investors could obtain a higher bid. Such probes could support a higher consideration, but they may also create uncertainty around the transaction timeline. Kaskela Law Buyout Price Probe
Negative Sentiment: Additional investigations, including a fraud investigation and reviews by Monteverde & Associates and Wohl & Fruchter, increase headline and litigation risk. These announcements do not establish wrongdoing but could distract management, raise costs, or delay closing. M&A Class Action Firm Investigation
Negative Sentiment: With analysts generally neutral and the stock near the offer price, upside appears constrained unless shareholders secure improved terms or a competing bid emerges.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in BWIN. Bank of New York Mellon Corp purchased a new stake in shares of Baldwin Insurance Group during the 2nd quarter worth approximately $81,796,000. William Blair Investment Management LLC lifted its holdings in shares of Baldwin Insurance Group by 47.8% in the 4th quarter. William Blair Investment Management LLC now owns 7,543,813 shares of the company’s stock worth $181,278,000 after acquiring an additional 2,439,118 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its stake in Baldwin Insurance Group by 11,089.9% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,717,538 shares of the company’s stock worth $37,683,000 after purchasing an additional 1,702,189 shares during the last quarter. Capital International Investors lifted its stake in shares of Baldwin Insurance Group by 15.0% during the 4th quarter. Capital International Investors now owns 3,618,132 shares of the company’s stock worth $86,944,000 after acquiring an additional 472,703 shares during the last quarter. Finally, Milford Funds Ltd. bought a new stake in shares of Baldwin Insurance Group during the fourth quarter worth $8,322,000. Institutional investors own 77.49% of the company’s stock.

Baldwin Insurance Group Stock Down 1.4%

The business’s fifty day moving average is $29.23 and its two-hundred day moving average is $24.51. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.07 and a current ratio of 1.07. The company has a market cap of $4.47 billion, a P/E ratio of -30.81, a price-to-earnings-growth ratio of 1.05 and a beta of 1.03.

Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.48 earnings per share for the quarter, topping analysts’ consensus estimates of $0.47 by $0.01. The company had revenue of $492.94 million during the quarter, compared to analyst estimates of $492.33 million. Baldwin Insurance Group had a negative net margin of 4.67% and a positive return on equity of 12.67%. The firm’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.42 earnings per share. Baldwin Insurance Group has set its Q3 2026 guidance at 0.420-0.460 EPS. Equities analysts predict that Baldwin Insurance Group, Inc. will post 1.44 EPS for the current year.

About Baldwin Insurance Group

(Get Free Report)

The Baldwin Insurance Group, Inc, operating under The Baldwin Group brand and traded on Nasdaq under the symbol BWIN, is an independent insurance distribution and advisory company. It helps individuals, businesses and organizations assess risks and obtain insurance coverage through a network of retail brokerage, wholesale brokerage, managing general agency and related insurance businesses.

The company offers commercial and personal property and casualty insurance, employee benefits, risk management and specialty insurance solutions.