Baldwin Insurance Group remains a buy despite recent underperformance, with shares down nearly 50% over the past year. Organic growth has slowed to 2%, but management expects acceleration in H2 as Medicare headwinds subside and CAC synergies are realized. Leverage is elevated at 4.3x, with management prioritizing buybacks over rapid deleveraging, a strategy not currently favored by the market.
The Baldwin Insurance Group, Inc. (BWIN) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for The Baldwin Insurance Group (BWIN) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 6 | $131.64 | $110.76 | -$20.88 | -15.86% |
| JC Joseph Castro Nuveen LLC | 270,804 | $11.39M | $5M | -$6.38M | -56.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 24 | $576.72 | $443.28 | -$133.44 | -23.14% |
| WTM W. Travis McKinney HB Wealth Management LLC | 73,748 | $2.36M | $1.36M | -$992,875.27 | -42.12% |
| MC Mariana Coli Dunhill Financial LLC | 1 | $24.03 | $18.52 | -$5.51 | -22.93% |
| Insurance Industry | Financials Sector | Trevor Lowry Baldwin CEO | NASDAQ (NGS) Exchange | 05589G102 CUSIP |
| US Country | 4,000 Employees | - Last Dividend | - Last Split | - IPO Date |
The Baldwin Insurance Group, Inc., formerly known as BRP Group, Inc., is a premier provider of insurance and risk management solutions based in the United States. Founded in 2011 and headquartered in Tampa, Florida, the company stands as an independent insurance distribution firm. It has cemented its reputation by delivering comprehensive insurance advisory, underwriting, capacity, technology solutions, and Mainstreet insurance solutions across three distinct segments. The company caters to a diverse client base, including businesses, high-net-worth individuals, and their families, as well as individuals and businesses in communities. By operating through these segments, The Baldwin Insurance Group, Inc. is committed to providing tailored solutions that address the unique needs of its clients in the realm of commercial risk management, employee benefits, private risk management, technology-enabled insurance products, reinsurance brokerage services, and more.
This segment focuses on delivering expert advice and solutions in commercial risk management, employee benefits, and private risk management. It is designed to support businesses and high-net-worth individuals, along with their families, by providing tailored strategies to protect their assets and mitigate risks.
Within this segment, the company introduces the Future platform, a cutting-edge suite of technology-enabled insurance products, encompassing personal, commercial, and specialty lines. Additionally, it involves a specialty wholesale broker business aimed at professionals, individuals, and niche industry businesses, alongside offering reinsurance brokerage services. This segment is integral in manufacturing innovative insurance solutions that leverage technology to meet the evolving needs of the market.
Targeted at individuals and businesses within communities, this segment provides a comprehensive range of personal insurance, commercial insurance, and life and health solutions. It is tailored to meet the everyday insurance needs of its clients, ensuring protection and peace of mind against a wide array of risks and uncertainties encountered in daily life and business operations.