BWIN The Baldwin Insurance Group, Inc.

Harbor Capital Advisors Inc. significantly reduced its stake in Baldwin Insurance Group (NASDAQ:BWIN) by 54.9% in the third quarter, selling 61,369 shares and retaining 50,396 shares worth approximately $1.42 million. Insider selling has also been notable, with director James Morgan Roche selling 80,000 shares for about $1.92 million, contributing to a total of 255,000 insider shares sold for approximately $6.12 million in the last 90 days. Despite the insider selling, analysts maintain a consensus "Hold" rating with a $36.57 price target for BWIN, which currently trades around $25.60.

Baldwin Insurance Group (NASDAQ:BWIN) reported Q3 CY2025 results, exceeding Wall Street's revenue expectations with sales up 7.8% year-on-year to $365.4 million. The company's non-GAAP profit per share matched analyst estimates at $0.31. Despite a slight miss in organic revenue growth, the overall performance was considered a softer quarter, with the stock remaining flat post-report.

Baldwin Insurance Group (BWIN) recently beat Q3 earnings and revenue expectations and secured a new $600 million term loan. Despite a positive short-term stock reaction, its one-year returns remain negative, indicating a recovery phase. Analysts suggest an undervaluation due to expected double-digit organic revenue growth and margin recovery, particularly from an aging U.S. population and Medicare Advantage funding, positioning the company for a potential rebound.

James Morgan Roche, President and CEO of Underwriting, Capacity and Technology Operations at The Baldwin Group, sold 239,200 shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Class A Common Stock for approximately $5.74 million. These transactions, which included multiple sales between December 11 and December 15, followed recent positive earnings reports and a significant term loan for Baldwin Holdings, alongside varied analyst sentiment regarding the company's stock. Roche now directly owns 42,113 shares of Class A Common Stock.

James Morgan Roche, President of The Baldwin Group, sold 239,200 shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Class A Common Stock for approximately $5.74 million between December 11 and December 15. Following these transactions, Roche directly owns 42,113 shares of Class A Common Stock. In other news, Baldwin Insurance Group reported strong third-quarter 2025 earnings and secured an incremental $600 million term loan, while analysts at Jefferies and BMO Capital adjusted their price targets.

James Morgan Roche, President of The Baldwin Group, sold 239,200 shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Class A Common Stock for approximately $5.74 million between December 11 and December 15. Following these sales, Roche directly owns 42,113 shares of Class A Common Stock. This news comes amidst other company developments, including exceeding analysts' Q3 2025 earnings expectations and a significant incremental term loan.