Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
4211 W. BOY SCOUT BLVD., TAMPA, FL
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
15 Oct 2026

The Baldwin Insurance Group, Inc. business combination filing

The Baldwin Insurance Group, Inc. filed Schedule 13E-3 (going-private transaction).

15 Oct 2026

The Baldwin Insurance Group, Inc. merger vote filing

The Baldwin Insurance Group, Inc. filed Form PREM14A (preliminary merger proxy).

10 Oct 2026

The Baldwin Insurance Group, Inc. reported Supporting financial statements or exhibits

The Baldwin Insurance Group, Inc. filed an 8-K covering supporting financial statements or exhibits.

7 Oct 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in The Baldwin Insurance Group, Inc..

26 Sep 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in The Baldwin Insurance Group, Inc..

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$184.50M
Total assets (USD)$6.17B
Total liabilities (USD)$4.75B
Shareholders' equity (USD)$884.43M
Long-term debt (USD)$399.00M
Debt due within a year (USD)$16.09M

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Finance

Company Price Market Cap
JPM - JPMorgan Chase & Co. $335.19
Yahoo Finance 		$891.00B
BAC - Bank of America Corporation $50.88
Yahoo Finance 		$355.79B
HSBC - HSBC Holdings plc $93.54
Yahoo Finance 		$321.15B
MS - Morgan Stanley $182.42
Yahoo Finance 		$286.50B
GS - The Goldman Sachs Group, Inc. $890.68
Yahoo Finance 		$259.34B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q2 2026$488.79M−$8.34M−$39.00M−$0.4210-Q · 30 Jul 2026
Q1 2026$528.86M−$101.27M$2.34M$0.0210-Q · 4 May 2026
Q4 2025$344.58M−$13.24M−$46.20MUnavailable10-K · 26 Feb 2026
Q3 2025$362.32M$3.22M−$18.73M−$0.2710-Q · 4 Nov 2025
Q2 2025$376.25M$27.94M−$3.16M−$0.0510-Q · 5 Aug 2025
Q1 2025$410.53M$56.02M$13.94M$0.2010-Q · 6 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Neutral
Target: $31.67
-0.7% upside potential
📈
Strong Buy
Unavailable
👍
Buy
0
⏸️
Hold
7
📉
Sell
1
8 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 28.00–32.50 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
14
Oct 2026
Baldwin Lowry
Director, 10% owner
Will or inheritance
Unavailable per share
8,350 shares
SEC Form 4
1
Oct 2026
Williams Myron K
Director
Grant or award
Unavailable per share
824 shares
SEC Form 4
1
Oct 2026
KADOW JOSEPH JOHN
Director
Grant or award
Unavailable per share
824 shares
SEC Form 4
1
Oct 2026
Parasuraman Sunita
Director
Grant or award
Unavailable per share
824 shares
SEC Form 4
1
Oct 2026
Sparks Paul Eugene
Director
Grant or award
Unavailable per share
824 shares
SEC Form 4
1
Oct 2026
Sparks Paul Eugene
Director
Tax withholding
$31.77 per share
244 shares
SEC Form 4
1
Oct 2026
Cohen Jay A
Director
Grant or award
Unavailable per share
824 shares
SEC Form 4
1
Oct 2026
Muthukrishnan Sathish
Director
Grant or award
Unavailable per share
824 shares
SEC Form 4
1
Oct 2026
Shook Ellyn
Director
Grant or award
Unavailable per share
824 shares
SEC Form 4

Top Shareholders

Fmr Llc
14,752,216 shares
5.72% change
6/30/2026
Blackrock, Inc.
7,251,950 shares
9.031% change
6/30/2026
Vanguard Group Inc
6,851,874 shares
4.376% change
12/31/2025
William Blair Investment Management, Llc
6,732,965 shares
-0.906% change
6/30/2026
Vanguard Portfolio Management Llc
3,262,912 shares
-6.107% change
6/30/2026
Vanguard Capital Management Llc
3,166,381 shares
-8.616% change
6/30/2026
Bank Of New York Mellon Corp
3,077,351 shares
-21.458% change
6/30/2026
Bamco Inc /Ny/
2,712,386 shares
0.086% change
6/30/2026
State Street Corp
2,665,874 shares
7.788% change
6/30/2026
Geode Capital Management, Llc
2,339,453 shares
8.76% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 1 day ago