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BWIN · Baldwin Insurance Group, Inc.

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$30.41 -0.50 (-1.62%) At close · Aug 26
Market Cap
$4.31B
Shares
139.50M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$30.41 Open$30.62 Day$30.21–31.02 52W close$16.50–32.82 Avg vol 30d1.2M Short int12.3M · 8.8% float · 10.2d Short vol43% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 27, 2026 Est · unconfirmed · in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Jul 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 15.2 · calm Equity put/call 0.64
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +28%
      above
      Price vs 50-day avg +11%
      above
      RSI (14) 56
      neutral
      MACD trend Negative
      52-week position 85%
      near high
      Momentum
      relative strength
      Very Strong
      1-month return +8%
      trailing
      6-month return +37%
      trailing
      YTD return +27%
      this year
      Relative strength +24%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $27 › 200d $24 — 50d above 200d
      Institutional flow Accumulating
      +4% holders QoQ · +42 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      8.84% of float · ▲ +9.2% MoM · 10.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      228 holders — near 3-yr high, broad support
      Squeeze score 82
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth +8%
      Y/Y
      EPS growth −28%
      Y/Y
      Free cash flow $-50.8M
      Buyback $250.0M
      authorized
      Balance sheet $111.1M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 62%
      annualized · 1-yr
      Max drawdown −50%
      past year
      ATR 4.4%
      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

      Beat or met 3 of last 3
      Latest guidance · from the Earnings Call filed Jun 30, 2026
      Revenue · third quarter $485M – $495M
      prior qtr $492.94M midpoint −0.6% QoQ
      Prior guidance period ended · from the Earnings Call filed Mar 31, 2025
      Revenue · second quarter of 2025 $370M – $380M
      Guided vs delivered · last 3 settled
      Revenue full-year 2024
      guided $1.35B – $1.4B
      $1.39B In line
      Revenue second quarter of 2024
      guided $325M – $335M
      $339.84M Beat +3.0%
      Revenue full year 2023
      guided $1.18B – $1.2B
      $1.22B Beat +2.4%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +28% Bullish
      Price vs 50-day avg
      +11% Bullish
      RSI (14)
      56 Neutral
      MACD trend
      Negative Bearish
      52-week position
      85% Bullish
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $27 › 200d $24 — 50d above 200d
      Institutional flow Accumulating
      +4% holders QoQ · +42 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      8.84% of float · ▲ +9.2% MoM · 10.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      228 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $17 Now $30 · 85% Range high $33
      vs 200-day avg +28% vs 50-day avg +11%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      CAC Group total revenue growth non-GAAP 25% Six Months 2026 —
      Pro forma adjusted EBITDA non-GAAP 352.51M For the Years Ended December 31 —
      GAAP → non-GAAP reconciliation
      GAAP Pro forma net loss -52.66M
      +125.32M Interest expense, net
      +128.03M Amortization expense
      +71.11M Share-based compensation
      +23.05M Transaction-related partnership and integration expenses
      +7M Transformation costs
      +6.79M Severance
      +6.51M Depreciation expense
      +6.23M Loss on extinguishment and modification of debt
      +5.59M Change in fair value of contingent consideration
      +4.26M Income and other taxes
      -1.78M Colleague earnout incentives
      +1.28M Impairment of right-of-use assets
      +18K Loss on interest rate caps
      +21.76M Other
      = Pro forma adjusted EBITDA 352.51M
      Pro forma adjusted EBITDA margin non-GAAP 23% For the Years Ended December 31 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Insurance Brokers — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BWIN
      Baldwin Insurance Group, Inc.
      this stock
      		$4.31B +26.6% +8.3% — 8.8%
      MRSH
      Marsh & Mclennan Companies, Inc.
      		 $92.61B +4.2% +10.3% 23.7 1.5%
      AON
      Aon plc
      		 $75.69B +0.3% +7.7% 19.7 1.6%
      AJG
      Arthur J. Gallagher & Co.
      		 $69.71B +2.4% +10.1% 45.1 2.3%
      WTW
      Willis Towers Watson PLC
      		 $31.87B +4.4% -2.2% 21.3 3.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      228
      % held
      64.4%
      Net QoQ
      -652.9K sh
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      226
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      12.3M
      Days to cover
      10.2d
      Change
      +1.0M sh
      View
      Short Volume
      Short vol %
      43%
      As of
      Aug 26, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1
      Value
      $25
      As of
      Jul 23, 2026
      View
      Off-Exchange
      Off-exchange %
      41.5%
      Week of
      Jul 20, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      Oct 3, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $1.5B
      Net income (FY)
      $-33.8M
      EPS diluted
      $-0.50
      View
      Buybacks
      Authorized
      $250.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 30, 2026
      This year
      12
      View
      Proposed Sales
      Value
      $297.4K
      Shares
      15.0K
      Filed
      May 14, 2026
      View
      Exempt Offerings
      Offering
      $551.7M
      Filed
      Jan 15, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 30, 2026
      View
      Investor Relations
      Latest news
      The Baldwin Group Announces Secon…
      Published
      Jul 30, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BWIN -2.4% +7.8% +36.7% +9.6% +26.6%
      SPY -0.4% +5.0% +12.4% +2.6% +12.3%
      vs SPY -2.0% +2.7% +24.3% +7.1% +14.2%

      Capital returns

      Buyback program · as of Feb 26, 2026
      Authorized
      $250.00M
      Spent (derived)
      —
      Remaining
      —

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1781755 CUSIP 05589G102 13F (30d) 192 filings 192 filers Visit website Investor relations

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