US · Financial Services · Insurance Brokers
EPS came in at 0.28 against a street estimate of 0.28 — a beat of 0.0%.
Analysts rate The Baldwin Insurance Group, Inc. a hold (2 buy, 5 hold, 1 sell out of 8) with an average price target of $32.42.
CONFIDENT Baldwin delivered $493M Q2 revenue (+31.7% YoY) with 24% adj. EBITDA margin. CAC partnerships grew 25% in Q2; normalized organic growth 8%. Guiding mid-single-digit organic growth FY26 with Q4 acceleration. Q2 2026 No geographic breakdown provided. Analysts pressed CAC sustainability (management cited repeatable pipeline, not cyclical factors), rate/exposure trough (addressed by renewal mix), and buyback pace (paused at 4.5x leverage). Management declined to comment on LBO speculation but reiterated belief in intrinsic value premium. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 10.49% |
| BlackRock Inc | 5.16% |
| William Blair Investment Management, LLC | 4.79% |
| Vanguard Portfolio Management, LLC | 2.32% |
| Vanguard Capital Management, LLC | 2.25% |
| Bank of New York Mellon Corp | 2.19% |
| BAMCO Inc | 1.93% |
| State Street Corp | 1.90% |
| Document | Date |
|---|---|
| Current report · Q4 2026 OTHER NOTABLE POINTS • The Baldwin Insurance Group, Inc. filed a Form 8-K on October 9, 2026, related to its acquisition of Cobbs Allen Capital Holdi | 2026-10-09 |
| Board / officer change · Q3 2026 BALDWIN INSURANCE GROUP, INC. (BWIN) – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: September 21, 2026 • Company: The Baldwin Insurance Group, I | 2026-09-21 |
| Material agreement · Q3 2026 BALDWIN INSURANCE GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Merger price: $32.50 per Class A Share in cash • Company termination fee: $170,3 | 2026-09-14 |
| Quarterly report · Q2 2026 THE BALDWIN INSURANCE GROUP, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $6,174.7 million as of June 30, 2026, up from $3,862.2 mil | 2026-07-30 |
| Results announced · Q3 2026 THE BALDWIN GROUP — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue Q2 2026: $492.9 million, up 30% year-over-year • Commissions and fees | 2026-07-30 |
| Board / officer change · Q2 2026 THE BALDWIN INSURANCE GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company held 2026 Annual Meeting of Shareholders on June 4, 2026 • Director | 2026-06-04 |
| Quarterly report · Q1 2026 THE BALDWIN INSURANCE GROUP, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $5,942,628 thousand (March 31, 2026) vs. $3,862,220 thousa | 2026-05-04 |
| Results announced · Q2 2026 THE BALDWIN GROUP – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue increased 29% year-over-year to $532.2 million • Organic revenue growt | 2026-05-04 |
Readable in the app.
| Announcement | Date |
|---|---|
| Financial statements and pro forma information filed for Cobbs Allen Capital Holdings acquisition The Baldwin Insurance Group filed audited historical financial statements for Cobbs Allen Capital Holdings, LLC for 2025 and 2024, along with unaudited pro forma financial statements showing | 2026-10-09 |
| Company to be acquired by Square Acquisition Parent in merger transaction This 8-K filing is primarily a cautionary statement regarding forward-looking statements related to a merger transaction. The company is being acquired by Square Acquisition entities (collec | 2026-09-14 |
| Acquisition closes with voting agreement establishing board representation The company completed a major acquisition of CAH Holdings and related entities, paying $438 million in cash plus 23.2 million shares of stock (valued at the stock price at closing). The sell | 2026-01-02 |
| Acquires insurance business for $438M cash and 23.2M shares Baldwin Insurance Group announced on December 2, 2025, that it is acquiring Cobbs Allen Capital Holdings' insurance business for total consideration of up to $758 million. The deal structure | 2025-12-02 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for The Baldwin Insurance Group, Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.