The Baldwin Insurance Group, Inc. — Cyborg Score 7/10
Strong
Insurance Brokers / Insurance Distribution
Strategic Profile
The company delivered its sixth consecutive year of top-of-industry organic growth, expanded margins, and grew adjusted diluted EPS by double digits in 2025. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions.
Cyborg Score Rationale
The company received a significant analyst upgrade from Raymond James to Strong Buy with a price target increase to $30.00 from $20.00, following strong Q4 2025 results. The Board authorized a $250 million share repurchase program, signaling confidence in growth trajectory and capital management.
Top Insights
Q4 2025 adjusted EPS of $0.31 represented a 15% increase from the prior-year period
2024 revenue was $1.39 billion, an increase of 13.99% compared to the previous year's $1.22 billion
Baldwin completed the acquisition of Capstone Group, a Philadelphia-area insurance brokerage, to strengthen its national platform and expand regional expertise
New collaboration with Fairway Independent Mortgage Corporation, the sixth largest independent mortgage lender with 67,000+ loans originated in 2024
Named Competitors
Brokerage Services — Large diversified insurance broker and risk management services
Brokerage Services — Regional and national insurance brokerage platform
Insurance Distribution — Insurance products and distribution
Recent Developments
(February 2026) Announced Q4 2025 strong results with 15% EPS growth YoY and $250M share repurchase authorization
(February 2026) Raymond James upgraded BWIN to Strong Buy with $30 price target
(Early 2026) Strategic partnership announced with Fairway Independent Mortgage Corporation for distribution expansion
(January 2026) Completed acquisition of Capstone Group insurance brokerage
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