UBS Reiterates Buy Rating for The Baldwin Insurance Group, Inc.

UBS maintains its buy rating on Baldwin Insurance Group, setting a $35 price target.

Written by Trueearnings · Published Jun 13, 2026, 2:09 AM EDT · Updated Jun 15, 2026, 4:01 AM EDT

Key Points

UBS reiterated its buy rating for The Baldwin Insurance Group, Inc. (NasdaqGS: BWIN) with a $35 price target on June 9, 2026.
The stock is trading at $18.61, with a market cap of about $1.77 billion and a forward P/E ratio of 7.23.
FMR LLC increased its holdings by over 3.1 million shares, while William Blair Investment Management reduced its stake by nearly 750,000 shares.

On June 9, 2026, UBS reaffirmed its buy rating for The Baldwin Insurance Group, Inc. (NasdaqGS: BWIN), setting a price target of $35. This move comes as Baldwin's stock trades around $18.61.

Other Institutional Activity in The Baldwin Insurance Group

FMR LLC grew its holdings in Baldwin Insurance by adding over 3.1 million shares, bringing its total to nearly 13.95 million shares, valued at approximately $306.15 million. Meanwhile, William Blair Investment Management trimmed its position by about 749,321 shares, reducing its stake to just under 6.79 million shares, worth about $149.07 million. BlackRock, Inc. also increased its holdings by adding 1.33 million shares, reaching a total of 6.65 million shares valued at around $145.93 million. Bank of New York Mellon Corp added over 1 million shares, ending with about 3.92 million shares worth $85.96 million.

The Baldwin Insurance Group Stock Snapshot

Shares of The Baldwin Insurance Group, Inc. (NasdaqGS: BWIN) are trading near $18.61. The company has a market cap of approximately $1.77 billion and a forward P/E ratio of 7.23. With a beta of 1.147, the stock's 52-week range is between $15.88 and $45.16. It has a 50-day moving average of $21.38 and a 200-day moving average of $23.87. The firm maintains a current ratio of 1.081 and a quick ratio of 0.857, with a debt-to-equity ratio of 158.367.

Recent Earnings

In its latest earnings report, The Baldwin Insurance Group, Inc. posted revenue of $1.62 billion, reflecting a growth rate of 28.7%. The company's net margin was negative at -2.8%, and its return on equity stood at -6.2%. The next earnings update is expected on May 4, 2026.

Insider Buying and Selling at The Baldwin Insurance Group, Inc.

Recent insider transactions include General Counsel Seth Bala Cohen selling 15,000 shares on May 14, 2026, at an average price of $20.01. Elizabeth Krystyn, without a specified title, sold several blocks of shares in early May, including 130,018 shares at $21.20 on May 7, 2026. On May 6, 2026, Krystyn also executed a buy of 202,000 shares and multiple sales totaling the same amount.

Analysts Set New Price Targets

On June 9, 2026, UBS maintained its buy rating for Baldwin Insurance, setting a target price of $35. Wells Fargo, on May 5, 2026, maintained a hold rating with a $24 target. B of A Securities also maintained a buy rating with a $36 target on April 14, 2026. The consensus among analysts is a buy recommendation, with an average target price of $29, based on nine analyst opinions.

About The Baldwin Insurance Group

The Baldwin Insurance Group, Inc., headquartered in Tampa, Florida, operates as an independent insurance distribution firm. It provides insurance and risk management solutions through its three segments: Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions. The company serves businesses, high-net-worth individuals, and communities, offering a range of insurance products and consulting services. Led by CEO Trevor Lowry Baldwin, the firm employs around 5,000 people.

Bottom Line

UBS's reaffirmation of its buy rating with a $35 target for The Baldwin Insurance Group, Inc. suggests confidence in its future performance. Investors keep a close eye on such analyst actions to gauge market sentiment. It's important to remember that these ratings are based on past filings and may not reflect current positions.