BWIN
Baldwin Insurance Group, Inc.
$26.50
+0.05 (+0.19%)
At close · Jul 10
Market Cap
$3.78B
Shares
142,567,625
Price & Indicators
Indicators
Price
Panels
Event markers
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$26.50
Open$26.42
Day$25.97–26.81
52W$15.88–43.64
Avg vol 30d1.9M
Short int11.9M · 8.3% float · 4.1d
Short vol49%
Last earningsMay 4, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 4
Up next
Next earnings call
Aug 3, 2026
Est · unconfirmed
· in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 4, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical
Buy
Momentum
Strong
Sentiment
Neutral
Fundamentals
Weak
Quant / Vol
Very High
Market backdrop
VIX 15 · calm
Equity put/call 0.55
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+14%
above
Price vs 50-day avg
+22%
above
RSI (14)
64
neutral
MACD trend
Positive
52-week position
38%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+37%
trailing
6-month return
+1%
trailing
YTD return
+10%
this year
Relative strength
−8%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $22 › 200d $23 — 200d above 50d
Institutional flow
Distributing
11 of 218 funds reported for Jun 30 · net -690.8K sh shares · +1 new
Insider flow
Distributing
Net -$4.6M over 90 days · 100% sells
Short interest
Falling
8.34% of float · ▼ -13.3% MoM · 4.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
218 holders — mid 3-yr range
Squeeze score
61
elevated · 0–100
Fundamentals
Revenue growth
+8%
Y/Y
EPS growth
−28%
Y/Y
Free cash flow
$-50.8M
Balance sheet
$275.3M
net debt
Quant / Vol
risk profile
Volatility
63%
annualized · 1-yr
Max drawdown
−62%
past year
ATR
5.2%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Mar 31, 2026
In-year savings
· this year
Initiated
$3M – $5M
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+14%
Bullish
Price vs 50-day avg
+22%
Bullish
RSI (14)
64
Neutral
MACD trend
Positive
Bullish
52-week position
38%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $22 › 200d $23 — 200d above 50d
Institutional flow
Distributing
11 of 218 funds reported for Jun 30 · net -690.8K sh shares · +1 new
Insider flow
Distributing
Net -$4.6M over 90 days · 100% sells
Short interest
Falling
8.34% of float · ▼ -13.3% MoM · 4.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
218 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $16
Now $27 · 38%
52-wk high $44
vs 200-day avg +14%
vs 50-day avg +22%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $0.63 | First Quarter 2026 | — |
| Adjusted EBITDA non-GAAP | $137.2M | First Quarter 2026 | — |
| Adjusted EBITDA margin non-GAAP | 25.8% | First Quarter 2026 | — |
|
|
|||
| Organic revenue growth non-GAAP | 2% | First Quarter 2026 | — |
|
|
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| adjusted diluted earnings per share non-GAAP | $0.63 | Q1 2026 call | — |
| adjusted net income non-GAAP | $89.3M | Q1 2026 call | — |
| CAC new business | $38M | Q1 2026 call | — |
| CAC sales velocity | 61% | Q1 2026 call | — |
| Adjusted free cash flow non-GAAP | $87.2M | Full Year 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Insurance Brokers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BWIN
this stock
Baldwin Insurance Group, Inc.
|
$3.78B | +10.3% | +8.3% | — | 8.3% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$85.91B | -3.4% | +9.7% | 22.3 | 1.4% |
|
AON
Aon plc
|
$76.23B | +1.2% | -0.7% | 19.6 | 1.7% |
|
AJG
Arthur J. Gallagher & Co.
|
$65.02B | -1.9% | +16.6% | 41.0 | 2.7% |
|
WTW
Willis Towers Watson PLC
|
$27.36B | -11.6% | -2.2% | 17.0 | 4.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BWIN | -6.7% | +36.8% | +1.3% | -0.3% | +10.3% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | -8.1% | +32.7% | -7.8% | -1.4% | -0.4% |