The Baldwin Insurance Stock Performance
| BWIN Stock | 20.62 0.12 0.59% |
The firm shows a Beta (market volatility) of 1.35, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Baldwin Insurance will likely underperform. At this point, Baldwin Insurance has a negative expected return of -0.39%. Please make sure to confirm Baldwin Insurance's jensen alpha, as well as the relationship between the skewness and day median price , to decide if Baldwin Insurance performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days The Baldwin Insurance has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's forward indicators remain very healthy which may send shares a bit higher in March 2026. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return 0.59 | Five Day Return (9.68) | Year To Date Return (13.29) | Ten Year Return (31.43) | All Time Return (31.43) |
1 | Bank of New York Mellon Corp Has 37.08 Million Holdings in Baldwin Insurance Group, Inc. BWIN | 11/13/2025 |
2 | Disposition of 60000 shares by Roche James Morgan of Baldwin Insurance at 23.34 subject to Rule 16b-3 | 12/11/2025 |
3 | Disposition of 100000 shares by Roche James Morgan of Baldwin Insurance at 24.2 subject to Rule 16b-3 | 12/12/2025 |
4 | Baldwin Insurance Group Reassessing Valuation After Q3 Revenue Beat and Stable Organic Growth | 12/26/2025 |
5 | Acquisition by Sparks Paul Eugene of 18042 shares of Baldwin Insurance subject to Rule 16b-3 | 01/02/2026 |
6 | Analysts Set Baldwin Insurance Group, Inc. Price Target at 36.57 | 01/05/2026 |
7 | Why Is Baldwin Insurance Group Stock Rocketing Higher Today | 01/08/2026 |
8 | The Baldwin Group Appoints Paul Sparks to its Board of Directors | 01/12/2026 |
9 | A Look At Baldwin Insurance Group Valuation As Short Term Momentum Diverges From Weak 1 Year Returns | 01/14/2026 |
10 | Baldwin Insurance Group Price Target Raised to 27.00 | 01/16/2026 |
11 | Disposition of 50000 shares by Lowry Baldwin of Baldwin Insurance subject to Rule 16b-3 | 01/23/2026 |
12 | Baldwin Insurance Group stock hits 52-week low at 21.25 USD By Investing.com - Investing.com South Africa | 02/02/2026 |
| Begin Period Cash Flow | 227 M | |
| Total Cashflows From Investing Activities | 13.3 M |
Baldwin Insurance Relative Risk vs. Return Landscape
If you would invest 2,687 in The Baldwin Insurance on November 7, 2025 and sell it today you would lose (625.00) from holding The Baldwin Insurance or give up 23.26% of portfolio value over 90 days. The Baldwin Insurance is currently does not generate positive expected returns and assumes 3.1634% risk (volatility on return distribution) over the 90 days horizon. In different words, 28% of stocks are less volatile than Baldwin, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Baldwin Insurance Target Price Odds to finish over Current Price
The tendency of Baldwin Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.62 | 90 days | 20.62 | about 98.0 |
Based on a normal probability distribution, the odds of Baldwin Insurance to move above the current price in 90 days from now is about 98.0 (This The Baldwin Insurance probability density function shows the probability of Baldwin Stock to fall within a particular range of prices over 90 days) .
Baldwin Insurance Price Density |
| Price |
Predictive Modules for Baldwin Insurance
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baldwin Insurance. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Baldwin Insurance Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baldwin Insurance is not an exception. The market had few large corrections towards the Baldwin Insurance's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold The Baldwin Insurance, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baldwin Insurance within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.09 | |
β | Beta against Dow Jones | 1.35 | |
σ | Overall volatility | 2.06 | |
Ir | Information ratio | -0.02 |
Baldwin Insurance Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baldwin Insurance for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baldwin Insurance can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Baldwin Insurance generated a negative expected return over the last 90 days | |
| Baldwin Insurance has high historical volatility and very poor performance | |
| The company reported the previous year's revenue of 1.38 B. Net Loss for the year was (41.08 M) with profit before overhead, payroll, taxes, and interest of 409.76 M. | |
| Baldwin Insurance has a strong financial position based on the latest SEC filings | |
| Over 88.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from stockstory.org: Columbia Financial Posts Better-Than-Expected Sales In Q4 CY2025 |
Baldwin Insurance Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Baldwin Stock often depends not only on the future outlook of the current and potential Baldwin Insurance's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Baldwin Insurance's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 63.5 M | |
| Cash And Short Term Investments | 148.1 M |
Baldwin Insurance Fundamentals Growth
Baldwin Stock prices reflect investors' perceptions of the future prospects and financial health of Baldwin Insurance, and Baldwin Insurance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baldwin Stock performance.
| Return On Equity | -0.0419 | ||||
| Return On Asset | 0.0125 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 4.1 B | ||||
| Shares Outstanding | 118.82 M | ||||
| Price To Book | 3.95 X | ||||
| Price To Sales | 1.64 X | ||||
| Revenue | 1.38 B | ||||
| Gross Profit | 409.76 M | ||||
| EBITDA | 164.62 M | ||||
| Net Income | (41.08 M) | ||||
| Total Debt | 1.64 B | ||||
| Book Value Per Share | 8.68 X | ||||
| Cash Flow From Operations | 102.15 M | ||||
| Earnings Per Share | (0.44) X | ||||
| Market Capitalization | 2.44 B | ||||
| Total Asset | 3.53 B | ||||
| Retained Earnings | (211.42 M) | ||||
| Working Capital | (29.94 M) | ||||
About Baldwin Insurance Performance
By examining Baldwin Insurance's fundamental ratios, stakeholders can obtain critical insights into Baldwin Insurance's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Baldwin Insurance is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.05) | (0.05) |
Things to note about Baldwin Insurance performance evaluation
Checking the ongoing alerts about Baldwin Insurance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Baldwin Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baldwin Insurance generated a negative expected return over the last 90 days | |
| Baldwin Insurance has high historical volatility and very poor performance | |
| The company reported the previous year's revenue of 1.38 B. Net Loss for the year was (41.08 M) with profit before overhead, payroll, taxes, and interest of 409.76 M. | |
| Baldwin Insurance has a strong financial position based on the latest SEC filings | |
| Over 88.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from stockstory.org: Columbia Financial Posts Better-Than-Expected Sales In Q4 CY2025 |
- Analyzing Baldwin Insurance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baldwin Insurance's stock is overvalued or undervalued compared to its peers.
- Examining Baldwin Insurance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baldwin Insurance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baldwin Insurance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Baldwin Insurance's stock. These opinions can provide insight into Baldwin Insurance's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The Baldwin Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Will Insurance Brokers sector continue expanding? Could Baldwin diversify its offerings? Factors like these will boost the valuation of Baldwin Insurance. Projected growth potential of Baldwin fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Baldwin Insurance data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.39) | Earnings Share (0.44) | Revenue Per Share | Quarterly Revenue Growth 0.078 | Return On Assets |
Baldwin Insurance's market price often diverges from its book value, the accounting figure shown on Baldwin's balance sheet. Smart investors calculate Baldwin Insurance's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Baldwin Insurance's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
It's important to distinguish between Baldwin Insurance's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Baldwin Insurance should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Baldwin Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.