BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock
$31,32
Prix · Aoû 18, 2026
Données fondamentales au Jul 30, 2026
Fourchette 52 semaines
$16–$35
81% of range
Note des analystes
BUY
17 analysts
Objectif de cours
$32
+3% upside
P/E (TTM)
-48.1
ROE
-5.7%
Marge nette
-2.2%
BWIN Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$31.32
Capitalisation Boursière
—
P/E (TTM)
-48.1
BPA (TTM)
$-0.50
Revenus (TTM)
$1.50B
Rendement div.
—
ROE
-5.7%
Dette/Capitaux propres
0.0
Fourchette 52 semaines
$16 – $35
BWIN Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
$1.50B
2021-12-31
→
2025-12-31
BPA
$-0.50
2020-12-31
→
2025-12-31
Flux de trésorerie libre
$-69M
2019-12-31
→
2025-12-31
Marges
-2.2%
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
BWIN
Médiane des pairs
P/E (TTM)
-48.1
40.4
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
BWIN
Médiane des pairs
Operating Margin (Marge d'exploitation)
4.9%
—
Net Profit Margin (Marge nette)
-2.2%
6.4%
ROA
-0.91%
3.2%
ROE
-5.7%
10.1%
ROIC
12.5%
—
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
BWIN
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
0.0
—
Current Ratio (Ratio de liquidité)
1.2
1.1
Quick Ratio (Ratio de liquidité réduite)
0.1
—
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Métrique
Tendance sur 5 ans
BWIN
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
8.3%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
15.3%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
BWIN
Médiane des pairs
BWIN Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
17 analystes
- Achat fort 5 29,4%
- Achat 7 41,2%
- Conserver 5 29,4%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
9 analystes · 2026-08-13
Médiane
$31.00
Moyenne
$32.22
Maintenant
$31.32
Bas
$26.00
Haut
$38.00
Objectif médian
$31.00
-1,0%
Objectif moyen
$32.22
+2,9%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
-0.00%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.48 | $0.48 | -0.00% |
| 31 mars 2026 | $0.63 | $0.65 | -0.02% |
| 31 décembre 2025 | $0.31 | $0.29 | 0.02% |
| 30 septembre 2025 | $0.31 | $0.31 | 0.00% |
| 30 juin 2025 | $0.42 | $0.43 | -0.01% |
| 31 mars 2025 | $0.65 | $0.66 | -0.01% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| BWIN | — | -48.1 | 8.3% | -2.2% | -5.7% | — |
| MRSH | $89.98B | 22.0 | 10.3% | 15.4% | 28.1% | — |
| AJG | $66.51B | 45.1 | 20.7% | 10.7% | 6.9% | — |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | — |
| RYAN | — | — | 21.3% | 2.1% | 9.9% | — |
| HGTY | — | — | 17.3% | 10.2% | 80.3% | — |
| GSHD | — | 70.8 | 16.2% | 7.6% | -107.8% | — |
| LIFE | — | — | 52.0% | 18.4% | -108.4% | — |
| TWFG | — | 54.3 | 22.0% | — | — | — |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 12
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.39B | $1.22B | $981M | $567M | |
| Operating Expenses | $183M | $139M | $140M | $127M | $599M | |
| Operating Income | $74M | $61M | $-43M | $-31M | $-32M | |
| Other Non-op | $635.0K | $-194.0K | $-718.0K | $26M | $424.0K | |
| Pretax Income | $-52M | $-39M | $-163M | $-76M | $-58M | |
| Income Tax | $2M | $2M | $1M | $715.0K | $19.0K | |
| Net Income | $-34M | $-25M | $-90M | $-42M | $-31M | |
| EPS (Basic) | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 | |
| EPS (Diluted) | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 | |
| Shares (Basic) | 67,938,680 | 63,455,148 | 60,134,776 | 56,825,348 | 47,587,866 | |
| Shares (Diluted) | 67,938,680 | 63,455,148 | 60,134,776 | 56,825,348 | 47,587,866 | |
| EBITDA | $202M | $170M | $56M | $55M | $20M |
Bilan 25
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $124M | $90M | $116M | $118M | $138M | |
| Prepaid Expense | $14M | $12M | $13M | $10M | $8M | |
| Other Current Assets | · | · | · | $100.0K | · | |
| Current Assets | $1.20B | $1.03B | $926M | $772M | $578M | |
| PP&E (Net) | $23M | $22M | $23M | $25M | $17M | |
| PP&E (Gross) | $45M | $42M | $37M | $34M | $22M | |
| Accum. Depreciation | $22M | $20M | $14M | $9M | $4M | |
| Goodwill | $1.52B | $1.41B | $1.41B | $1.42B | $1.23B | |
| Intangibles | $978M | $953M | $1.02B | $1.10B | $944M | |
| Other Non-current Assets | $82M | $48M | $38M | $46M | $26M | |
| Total Assets | $3.86B | $3.53B | $3.50B | $3.46B | $2.88B | |
| Accounts Payable | $253M | $161M | $145M | $126M | $92M | |
| Accrued Liabilities | $57M | $12M | $23M | $13M | $10M | |
| Short-term Debt | $0 | $6M | $2M | $2M | · | |
| Current Liabilities | $1.03B | $1.06B | $1.03B | $699M | $541M | |
| Capital Leases | $58M | $69M | $79M | $88M | $71M | |
| Deferred Tax | $0 | · | · | · | · | |
| Other Non-current Liabilities | $0 | $61.0K | $123.0K | $164.0K | $4M | |
| Total Liabilities | $2.78B | $2.53B | $2.48B | $2.32B | $1.69B | |
| Total Debt | $13M | $14M | $12M | $9M | $9M | |
| Paid-in Capital | $844M | $794M | $747M | $704M | $663M | |
| Retained Earnings | $-245M | $-211M | $-187M | $-97M | $-55M | |
| AOCI | $492.0K | $0 | · | · | · | |
| Stockholders' Equity | $600M | $583M | $560M | $608M | $608M | |
| Liabilities + Equity | $3.86B | $3.53B | $3.50B | $3.46B | $2.88B |
Flux de trésorerie 10
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $128M | $109M | $98M | $86M | $52M | |
| Stock-based Comp | $71M | $66M | $60M | $47M | $19M | |
| Amort. of Intangibles | $121M | $103M | $93M | $82M | $49M | |
| Other Non-cash | $-195M | $-48M | $-24M | $-94M | $74.0K | |
| Operating Cash Flow | $-29M | $51M | $46.0K | $-2M | $40M | |
| CapEx | $40M | $41M | $21M | $22M | $5M | |
| Investing Cash Flow | $-140M | $13M | $-22M | $-414M | $-678M | |
| Financing Cash Flow | $204M | $21M | $18M | $420M | $724M | |
| Taxes Paid | $2M | · | · | · | · | |
| Free Cash Flow | $-69M | $61M | $23M | $-24M | $35M |
Rentabilité 7
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Margin | 4.9% | 4.4% | -3.5% | 43.8% | 117.6% | |
| Net Margin | -2.2% | -1.8% | -7.4% | 58.8% | 113.9% | |
| Pretax Margin | -3.5% | -2.8% | -13.4% | 107.0% | 216.0% | |
| EBITDA Margin | 13.4% | 12.2% | 4.6% | -77.8% | -73.9% | |
| ROA | -0.91% | -0.70% | -2.6% | -1.3% | -1.4% | |
| ROE | -5.7% | -4.3% | -15.4% | -6.9% | -6.3% | |
| ROIC | 12.5% | 10.6% | -7.5% | -5.1% | -5.1% |
Liquidité et Solvabilité 3
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.0 | 0.9 | 1.1 | 1.1 | |
| Quick Ratio | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Efficacité 1
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | -0.0 | -0.0 |
Taux de croissance 2
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 8.3% | 14.0% | 24.2% | 72.9% | · | |
| Revenue CAGR 3Y | 15.3% | 34.8% | · | · | · |
Valorisation (TTM) 4
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $1.50B | $1.39B | $1.22B | $981M | $567M | |
| Net Income TTM | $-34M | $-25M | $-90M | $-42M | $-31M | |
| P/E | -48.1 | -99.4 | -16.0 | -34.0 | -56.4 | |
| Earnings Yield | -2.1% | -1.0% | -6.2% | -2.9% | -1.8% |
Compte de résultat 12
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $493M | $532M | $347M | $365M | $379M | $413M | $330M | $339M | $340M | $380M | $285M | $306M | $297M | $330M | |
| Operating Expenses | $73M | $205M | $56M | $42M | $41M | $44M | $36M | $36M | $33M | $34M | $-806M | $306M | $314M | $327M | |
| Operating Income | $-8M | $-101M | $-13M | $3M | $28M | $56M | $-5M | $15M | $16M | $34M | $-30M | $86.0K | $-17M | $4M | |
| Other Non-op | $-2M | $647.0K | $-110.0K | $860.0K | $35.0K | $-150.0K | $-299.0K | $28.0K | $-461.0K | $538.0K | $-525.0K | $-1M | $3M | $-2M | |
| Pretax Income | $-56M | $-146M | $-43M | $-30M | $-4M | $25M | $-35M | $-14M | $-29M | $40M | $-62M | $-32M | $-43M | $-26M | |
| Income Tax | $84.0K | $-145M | $1M | $0 | $685.0K | $0 | $-420.0K | $0 | $1M | $667.0K | $381.0K | $161.0K | $665.0K | $78.0K | |
| Net Income | $-39M | $2M | $-26M | $-19M | $-3M | $14M | $-20M | $-8M | $-18M | $22M | $-34M | $-18M | $-24M | $-14M | |
| EPS (Basic) | $-0.42 | $0.02 | $-0.39 | $-0.27 | $-0.05 | $0.21 | $-0.33 | $-0.13 | $-0.28 | $0.35 | $-0.57 | $-0.29 | $-0.40 | $-0.24 | |
| EPS (Diluted) | $-0.42 | $0.02 | $-0.38 | $-0.27 | $-0.05 | $0.20 | $-0.31 | $-0.13 | $-0.28 | $0.33 | $-0.57 | $-0.29 | $-0.40 | $-0.24 | |
| Shares (Basic) | 92,761,000 | 93,798,000 | -134,743,410 | 68,604,951 | 68,010,000 | 66,067,000 | -125,537,115 | 64,011,515 | 63,124,601 | 61,856,147 | -119,219,330 | 60,549,080 | 60,093,228 | 58,711,798 | |
| Shares (Diluted) | 92,761,000 | 96,828,000 | -138,003,961 | 68,604,951 | 68,010,000 | 69,328,000 | -128,995,216 | 64,011,515 | 63,124,601 | 65,314,248 | -119,219,330 | 60,549,080 | 60,093,228 | 58,711,798 | |
| EBITDA | $50M | $-44M | · | $35M | $56M | $83M | · | $15M | $16M | $60M | · | $86.0K | $-17M | $28M |
Bilan 24
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $184M | $146M | $124M | $90M | $106M | $82M | $90M | $182M | $208M | $112M | · | $79M | $106M | $81M | |
| Prepaid Expense | $20M | $21M | $14M | $18M | $15M | $17M | $12M | $13M | $14M | $15M | · | $12M | $12M | $13M | |
| Current Assets | $1.85B | $1.59B | $1.20B | $1.11B | $1.24B | $1.06B | $1.03B | $1.01B | $1.14B | $951M | · | $802M | $818M | $780M | |
| PP&E (Net) | $33M | $31M | $23M | $21M | $21M | $22M | $22M | $21M | $22M | $23M | · | $24M | $24M | $25M | |
| PP&E (Gross) | · | · | $45M | · | · | · | $42M | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $22M | · | · | · | $20M | · | · | · | · | · | · | · | |
| Goodwill | $2.65B | $2.65B | $1.52B | $1.52B | $1.42B | $1.41B | $1.41B | $1.41B | $1.41B | $1.41B | · | $1.42B | $1.42B | $1.42B | |
| Intangibles | $1.45B | $1.48B | $978M | $1.02B | $926M | $938M | $953M | $969M | $985M | $1.00B | · | $1.04B | $1.06B | $1.08B | |
| Other Non-current Assets | $111M | $96M | $82M | $69M | $65M | $49M | $48M | $47M | $44M | $40M | · | $42M | $45M | $44M | |
| Total Assets | $6.17B | $5.94B | $3.86B | $3.79B | $3.74B | $3.55B | $3.53B | $3.54B | $3.68B | $3.51B | · | $3.42B | $3.47B | $3.45B | |
| Accounts Payable | $294M | $286M | $253M | $222M | $158M | $157M | $161M | $164M | $132M | $132M | · | $131M | $110M | $109M | |
| Accrued Liabilities | $51M | $59M | $57M | $29M | $25M | $21M | $12M | $10M | $14M | $13M | · | $13M | $11M | $11M | |
| Short-term Debt | · | · | $0 | $0 | $0 | $0 | $6M | $6M | $6M | $6M | · | $2M | $2M | · | |
| Current Liabilities | $1.72B | $1.47B | $1.03B | $960M | $1.01B | $933M | $1.06B | $1.03B | $1.16B | $1.05B | · | $798M | $827M | $773M | |
| Capital Leases | $75M | $75M | $58M | $61M | $64M | $68M | $69M | $69M | $74M | $78M | · | $82M | $85M | $87M | |
| Deferred Tax | $5M | $5M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $129M | $128M | $0 | $61.0K | $61.0K | $61.0K | $61.0K | $123.0K | $123.0K | $123.0K | · | $241.0K | $241.0K | $250.0K | |
| Total Liabilities | $4.75B | $4.39B | $2.78B | $2.67B | $2.69B | $2.50B | $2.53B | $2.50B | $2.64B | $2.44B | · | $2.35B | $2.37B | $2.32B | |
| Total Debt | $16M | $16M | · | $10M | $9M | $9M | · | $14M | $14M | $16M | · | $12M | $10M | $9M | |
| Paid-in Capital | $1.25B | $1.24B | $844M | $837M | $831M | $816M | $794M | $786M | $773M | $763M | · | $743M | $733M | $717M | |
| Retained Earnings | $-368M | $-275M | $-245M | $-219M | $-201M | $-197M | $-211M | $-191M | $-183M | $-165M | · | $-152M | $-135M | $-111M | |
| AOCI | $5M | $3M | $492.0K | $1M | · | · | $0 | · | · | · | · | · | · | · | |
| Stockholders' Equity | $884M | $964M | $600M | $620M | $631M | $620M | $583M | $595M | $591M | $598M | · | $591M | $599M | $606M | |
| Liabilities + Equity | $6.17B | $5.94B | $3.86B | $3.79B | $3.74B | $3.55B | $3.53B | $3.54B | $3.68B | $3.51B | · | $3.42B | $3.47B | $3.45B |
Flux de trésorerie 12
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $59M | $57M | $41M | $32M | $28M | $27M | $28M | $28M | $27M | $26M | $25M | $25M | $25M | $25M | |
| Stock-based Comp | $21M | $13M | $19M | $22M | $17M | $13M | $19M | $18M | $15M | $14M | $13M | $15M | $19M | $13M | |
| Amort. of Intangibles | $56M | $55M | $39M | $30M | $26M | $26M | $26M | $27M | $25M | $24M | $23M | $23M | $23M | $23M | |
| Other Non-cash | · | $-78M | · | · | · | $-118M | · | · | · | $-58M | · | · | · | $-38M | |
| Operating Cash Flow | $46M | $-6M | $10M | $41M | $-17M | $-64M | $-2M | $-30M | $18M | $3M | $-23M | $-13M | $49M | $-14M | |
| CapEx | $15M | $13M | $10M | $9M | $11M | $9M | $12M | $10M | $11M | $8M | $7M | $6M | $5M | $3M | |
| Investing Cash Flow | $-30M | $-491M | $-11M | $-83M | $-38M | $-9M | $-12M | $-10M | $-9M | $45M | $-5M | $-6M | $-5M | $-5M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $-2M | |
| Stock Repurchased | $80M | $47M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-47M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $139M | $607M | $21M | $-15M | $139M | $59M | $-17M | $24M | $116M | $-40M | $60M | $481.0K | $-18M | $-25M | |
| Free Cash Flow | · | $-19M | · | · | · | $-73M | · | · | · | $-5M | · | · | · | $-18M |
Rentabilité 7
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.7% | -19.0% | · | 0.88% | 7.4% | 13.6% | · | 4.5% | 4.8% | 9.0% | · | -0.28% | 56.7% | -13.0% | |
| Net Margin | -7.9% | 0.44% | · | -5.1% | -0.84% | 3.4% | · | -2.5% | -5.2% | 5.7% | · | 57.6% | 82.0% | 50.7% | |
| Pretax Margin | -11.3% | -27.5% | · | -8.3% | -1.2% | 6.0% | · | -4.3% | -8.6% | 10.4% | · | 104.1% | 147.6% | 92.4% | |
| EBITDA Margin | 10.2% | -8.3% | · | 9.7% | 14.7% | 20.2% | · | 4.5% | 4.8% | 15.7% | · | -0.28% | 56.7% | -100.9% | |
| ROA | -0.79% | 0.05% | · | -0.51% | -0.09% | 0.39% | · | -0.24% | -0.49% | 0.62% | · | -0.52% | -0.70% | -0.44% | |
| ROE | -5.1% | 0.30% | · | -3.1% | -0.52% | 2.3% | · | -1.4% | -2.9% | 3.6% | · | -2.8% | -3.8% | -2.3% | |
| ROIC | -0.93% | -0.13% | · | 0.51% | 5.0% | 8.9% | · | 2.5% | 2.9% | 5.5% | · | 0.01% | -2.8% | 0.59% |
Liquidité et Solvabilité 3
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.0 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.0 | |
| Quick Ratio | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 |
Efficacité 1
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | -0.0 | -0.0 | -0.0 |
Valorisation (TTM) 4
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.77B | $1.69B | · | $1.50B | $1.47B | $1.47B | · | $1.37B | $1.32B | $1.31B | · | · | · | · | |
| Net Income TTM | $-59M | $-6M | · | $-16M | $-15M | $10M | · | $-22M | $-38M | $-34M | · | $-80M | $-54M | $-7M | |
| P/E | -36.9 | -219.4 | · | -112.8 | -164.7 | 372.4 | · | -134.6 | -55.4 | -48.2 | · | -17.1 | -26.6 | -181.9 | |
| Earnings Yield | -2.7% | -0.46% | · | -0.89% | -0.61% | 0.27% | · | -0.74% | -1.8% | -2.1% | · | -5.9% | -3.8% | -0.55% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenu | $1.50B | $1.39B | $1.22B | $981M | $567M |
| Marge d'exploitation % | 4.9% | 4.4% | -3.5% | 43.8% | 117.6% |
| Résultat net | $-34M | $-25M | $-90M | $-42M | $-31M |
| BPA dilué | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Ratio de liquidité | 1.2 | 1.0 | 0.9 | 1.1 | 1.1 |
| Ratio de liquidité réduite | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $-69M | $61M | $23M | $-24M | $35M |
Dernières actualités Actualités récentes mentionnant cette entreprise
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Détenteurs institutionnels (13F) 251 déclarants · $1.7B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 50 (+5 vs T. préc.) | 25 (-3 vs T. préc.) | 68 (-14 vs T. préc.) | 68 (+20 vs T. préc.) | +6.0M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| FMR LLC | $251 331 788 | 9 455 673 | 14,92% | Actions |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $178 962 210 | 6 732 965 | 10,63% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86 728 201 | 3 262 912 | 5,15% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $84 162 407 | 3 166 381 | 5,00% | Actions |
| BAMCO INC /NY/ | $72 095 220 | 2 712 386 | 4,28% | Actions |
| STATE STREET CORP | $70 829 267 | 2 665 874 | 4,21% | Actions |
| Woodline Partners LP | $60 180 708 | 2 264 135 | 3,57% | Actions |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $55 755 750 | 2 097 658 | 3,31% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $53 581 521 | 2 015 437 | 3,18% | Actions |
| WESTWOOD HOLDINGS GROUP INC | $51 521 873 | 1 938 370 | 3,06% | Actions |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $50 840 000 | 1 912 711 | 3,02% | Actions |
| Capital International Investors | $44 938 726 | 1 690 697 | 2,67% | Actions |
| Annis Gardner Whiting Capital Advisors, LLC | $42 065 163 | 1 582 587 | 2,50% | Actions |
| Capital Research Global Investors | $34 772 036 | 1 308 203 | 2,06% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $34 265 049 | 1 289 129 | 2,03% | Actions |
| Boston Partners | $28 284 734 | 1 064 392 | 1,68% | Actions |
| Point72 Asset Management, L.P. | $27 595 090 | 1 038 190 | 1,64% | Actions |
| Champlain Investment Partners, LLC | $22 939 550 | 863 038 | 1,36% | Actions |
| Bridgewater Advisors Inc. | $21 482 223 | 728 743 | 1,28% | Actions |
| Fenimore Asset Management Inc | $21 142 636 | 795 434 | 1,26% | Actions |
| Venator Management LLC | $20 555 510 | 773 345 | 1,22% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19 228 318 | 723 413 | 1,14% | Actions |
| BANK OF AMERICA CORP /DE/ | $18 800 619 | 707 322 | 1,12% | Actions |
| MetLife Investment Management, LLC | $18 414 544 | 692 797 | 1,09% | Actions |
| KENNEDY CAPITAL MANAGEMENT LLC | $16 270 548 | 612 135 | 0,97% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $15 455 792 | 581 482 | 0,92% | Actions |
| Aristotle Capital Boston, LLC | $15 108 787 | 568 427 | 0,90% | Actions |
| 1776 Wealth LLC | $14 284 358 | 537 410 | 0,85% | Actions |
| Corient Private Wealth LP | $13 775 830 | 518 278 | 0,82% | Actions |
| GOLDMAN SACHS GROUP INC | $13 250 210 | 498 503 | 0,79% | Actions |
| BECK MACK & OLIVER LLC | $11 642 572 | 438 020 | 0,69% | Actions |
| CIBC Bancorp USA Inc. | $10 775 931 | 405 415 | 0,64% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $9 684 503 | 364 353 | 0,58% | Actions |
| Tributary Capital Management, LLC | $9 508 570 | 357 734 | 0,56% | Actions |
| Freestone Grove Partners LP | $8 709 708 | 327 679 | 0,52% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $8 641 982 | 325 131 | 0,51% | Actions |
| EQUITABLE TRUST CO | $7 522 087 | 282 998 | 0,45% | Actions |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6 525 443 | 245 502 | 0,39% | Actions |
| Bank of New York Mellon Corp | $6 248 799 | 235 094 | 0,37% | Actions |
| MAI Capital Management | $5 885 743 | 221 435 | 0,35% | Actions |
| FIFTH THIRD BANCORP | $4 931 999 | 185 553 | 0,29% | Actions |
| NICHOLAS COMPANY, INC. | $4 895 504 | 184 180 | 0,29% | Actions |
| PALISADE CAPITAL MANAGEMENT, LP | $4 598 792 | 173 017 | 0,27% | Actions |
| Lighthouse Investment Partners, LLC | $4 569 687 | 171 922 | 0,27% | Actions |
| UBS Group AG | $4 467 885 | 168 092 | 0,27% | Actions |
| Man Group plc | $4 413 024 | 166 028 | 0,26% | Actions |
| Swiss National Bank | $4 133 190 | 155 500 | 0,25% | Actions |
| Balyasny Asset Management L.P. | $4 071 312 | 153 172 | 0,24% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $3 840 447 | 144 486 | 0,23% | Actions |
| SMITH CHAS P & ASSOCIATES PA CPAS | $3 295 021 | 150 183 | 0,20% | Actions |
| RHUMBLINE ADVISERS | $3 190 440 | 120 032 | 0,19% | Actions |
| Madison Investment Advisors, LLC | $3 160 529 | 81 541 | 0,19% | Actions |
| Madison Asset Management, LLC | $2 750 233 | 103 470 | 0,16% | Actions |
| HB Wealth Management, LLC | $2 743 747 | 103 226 | 0,16% | Actions |
| CWM, LLC | $2 521 959 | 114 948 | 0,15% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2 492 272 | 94 048 | 0,15% | Actions |
| WELLS FARGO & COMPANY/MN | $2 438 582 | 91 745 | 0,14% | Actions |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2 372 212 | 89 248 | 0,14% | Actions |
| MORGAN STANLEY | $2 353 593 | 88 547 | 0,14% | Actions |
| ALLIANCEBERNSTEIN L.P. | $2 330 028 | 106 200 | 0,14% | Actions |
| Pathway Financial Advisors LLC | $2 170 354 | 76 394 | 0,13% | Actions |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2 157 313 | 81 163 | 0,13% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 147 092 | 97 862 | 0,13% | Actions |
| BROWN BROTHERS HARRIMAN & CO | $2 144 076 | 80 665 | 0,13% | Actions |
| ZB,N.A. | $2 053 621 | 52 983 | 0,12% | Actions |
| Laird Norton Wetherby Trust Company, LLC | $1 993 447 | 74 998 | 0,12% | Actions |
| BlackRock, Inc. | $1 930 479 | 72 629 | 0,11% | Actions |
| FIRST TRUST ADVISORS LP | $1 672 652 | 62 929 | 0,10% | Actions |
| NOMURA HOLDINGS INC | $1 619 254 | 60 920 | 0,10% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 488 533 | 56 002 | 0,09% | Actions |
| CITADEL ADVISORS LLC | $1 458 950 | 54 889 | 0,09% | Actions |
| HighTower Advisors, LLC | $1 358 291 | 51 102 | 0,08% | Actions |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 330 223 | 50 046 | 0,08% | Actions |
| Caption Management, LLC | $1 329 000 | 50 000 | 0,08% | Option d'achat |
| SAPIENT CAPITAL LLC | $1 329 000 | 50 000 | 0,08% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $1 318 846 | 49 618 | 0,08% | Actions |
| CITIGROUP INC | $1 296 174 | 48 765 | 0,08% | Actions |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 200 645 | 45 171 | 0,07% | Actions |
| Quantinno Capital Management LP | $1 126 779 | 42 392 | 0,07% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 044 408 | 39 293 | 0,06% | Actions |
| Invesco Ltd. | $1 038 560 | 39 073 | 0,06% | Actions |
| Orion Porfolio Solutions, LLC | $1 025 005 | 38 563 | 0,06% | Actions |
| Bleakley Financial Group, LLC | $969 373 | 36 470 | 0,06% | Actions |
| Washington Trust Bank | $962 648 | 36 217 | 0,06% | Actions |
| CIBC WORLD MARKET INC. | $956 880 | 36 000 | 0,06% | Actions |
| Nuveen, LLC | $943 830 | 35 509 | 0,06% | Actions |
| Quadrant Private Wealth Management, LLC | $921 965 | 34 686 | 0,05% | Actions |
| NATIXIS | $903 720 | 34 000 | 0,05% | Actions |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $870 203 | 32 739 | 0,05% | Actions |
| Jain Global LLC | $860 421 | 32 371 | 0,05% | Actions |
| JANE STREET GROUP, LLC | $808 032 | 30 400 | 0,05% | Option d'achat |
| Vanguard Global Advisers, LLC | $797 772 | 30 014 | 0,05% | Actions |
| Aptus Capital Advisors, LLC | $787 619 | 29 632 | 0,05% | Actions |
| Sunburst Financial Group, LLC | $778 289 | 29 281 | 0,05% | Actions |
| Police & Firemen's Retirement System of New Jersey | $768 959 | 28 930 | 0,05% | Actions |
| Weiss Asset Management LP | $735 734 | 27 680 | 0,04% | Actions |
| Red Door Wealth Management, LLC | $717 660 | 27 000 | 0,04% | Actions |
| ENTREWEALTH, LLC | $711 225 | 24 868 | 0,04% | Actions |
| DIVERSIFIED TRUST CO | $710 589 | 26 734 | 0,04% | Actions |
| VANGUARD GROUP INC | $659 816 | 27 458 | 0,04% | Actions |
Initiés de la société 29 initiés · 9 dirigeants · 14 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| James Morgan Roche | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | 4 juin 2025 S | 79 686 | 0 | 0 | $0 |
| Trevor Baldwin | Chief Executive Officer | 19 février 2025 F | 116 476 | 0 | 0 | $0 |
| Daniel Galbraith | President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group | 19 février 2025 F | 27 329 | 0 | 0 | $0 |
| Bradford Hale | Chief Financial Officer | 7 août 2025 P | 144 659 | 0 | 0 | $0 |
| Seth Bala Cohen | General Counsel | 3 juin 2025 S | 13 240 | 0 | 0 | $0 |
| Corbyn N. Galloway | Chief Accounting Officer | 19 février 2025 F | 41 671 | 0 | 0 | $0 |
| John A. Valentine | Chief Partnership Officer | 9 novembre 2023 P | 93 222 | 0 | 0 | $0 |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 17 août 2023 S | 20 035 | 0 | 0 | $0 |
| Christopher John Stephens | General Counsel | 3 mai 2021 A | 12 360 | 0 | 0 | $0 |
| Paul Eugene Sparks | Administrateur | 1 juillet 2026 F | 2 282 | 0 | 0 | $0 |
| Sathish Muthukrishnan | Administrateur | 1 juillet 2026 A | 10 254 | 0 | 0 | $0 |
| Sunita Parasuraman | Administrateur | 1 juillet 2026 A | 14 445 | 0 | 0 | $0 |
| Myron K Williams | Administrateur | 1 juillet 2026 A | 14 445 | 0 | 0 | $0 |
| Jay A Cohen | Administrateur | 1 juillet 2026 A | 18 623 | 0 | 0 | $0 |
| Barbara Ruth Matas | Administrateur | 1 juillet 2026 A | 19 600 | 0 | 0 | $0 |
| Ellyn Shook | Administrateur | 1 juillet 2026 A | 14 445 | 0 | 0 | $0 |
| KADOW JOSEPH JOHN | Administrateur | 1 juillet 2026 A | 19 600 | 0 | 0 | $0 |
| Chris Thomas Sullivan | Administrateur | 1 juillet 2026 A | 85 682 | 0 | 0 | $0 |
| Lowry Baldwin | Administrateur | 21 mai 2024 C | 0 | 0 | 0 | $0 |
| Phillip E Casey | Administrateur | 1 avril 2023 A | 11 030 | 0 | 0 | $0 |
| Robert D. Eddy | Administrateur | 1 avril 2021 A | 7 571 | 0 | 0 | $0 |
| Baldwin Insurance Group Holdings, LLC | Détenteur de 10% | 21 mai 2024 J | 13 149 090 | 0 | 0 | $0 |
| Loper Enterprises, LLC | Détenteur de 10% | 26 juin 2020 S | 0 | 0 | 0 | $0 |
| Laura Sherman | — | 1 avril 2024 F | 1 512 | 0 | 0 | $0 |
| Joseph D. Finney | — | 5 août 2022 G | 337 852 | 0 | 0 | $0 |
| Millennial Specialty Holdco LLC | — | 10 septembre 2021 J | 0 | 0 | 0 | $0 |
| Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | — | 18 décembre 2020 S | 431 427 | 0 | 0 | $0 |
| Elizabeth Krystyn | — | 18 décembre 2020 S | 1 731 998 | 0 | 0 | $0 |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 | — | 30 septembre 2020 G | 73 501 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Détention d'ETF Détenu par 44 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| FDFF · Fidelity Covington Trust | 1,60% | 34 452 NS | 31 mai 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,43% | 29 632 NS | 30 avril 2026 | N-PORT |
| IWO · iShares Trust | 0,17% | 889 191 SH | 8 août 2026 | Quotidien |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,15% | 105 159 SH | 8 août 2026 | Quotidien |
| NUSC · Nushares ETF Trust | 0,13% | 74 483 NS | 30 avril 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,11% | 52 221 NS | 30 avril 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 36 329 NS | 30 avril 2026 | N-PORT |
| IWM · iShares Trust | 0,09% | 2 503 995 SH | 8 août 2026 | Quotidien |
| FFSM · FIDELITY COVINGTON TRUST | 0,09% | 49 084 NS | 30 avril 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 564 415 SH | 8 août 2026 | Quotidien |
| BKSE · BNY Mellon ETF Trust | 0,08% | 2 818 NS | 30 avril 2026 | N-PORT |
| ESML · iShares Trust | 0,07% | 67 729 SH | 8 août 2026 | Quotidien |
| RSSL · Global X Funds | 0,07% | 41 452 NS | 30 avril 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,05% | 897 745 SH | 8 août 2026 | Quotidien |
| ITWO · ProShares Trust | 0,05% | 4 504 NS | 31 mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 284 754 NS | 30 avril 2026 | N-PORT |
| ISCG · iShares Trust | 0,04% | 15 669 SH | 8 août 2026 | Quotidien |
| ISCB · iShares Trust | 0,04% | 4 246 SH | 8 août 2026 | Quotidien |
| ISCV · iShares Trust | 0,04% | 10 158 SH | 8 août 2026 | Quotidien |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 377 255 NS | 31 mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 3 523 NS | 31 mai 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 2 541 SH | 8 août 2026 | Quotidien |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 23 717 SH | 8 août 2026 | Quotidien |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 4 868 NS | 30 avril 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 917 201 SH | 8 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,02% | 1 561 216 SH | 8 août 2026 | Quotidien |
| VFH · VANGUARD WORLD FUND | 0,02% | 126 424 SH | 8 août 2026 | Quotidien |
| WSML · iShares Trust | 0,02% | 4 677 SH | 8 août 2026 | Quotidien |
| URTY · ProShares Trust | 0,02% | 3 564 NS | 31 mai 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 19 023 NS | 30 avril 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 89 NS | 31 mai 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 713 NS | 31 mai 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 27 949 NS | 31 mai 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 3 696 NS | 30 avril 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 73 033 NS | 30 avril 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 25 829 SH | 8 août 2026 | Quotidien |
| ITOT · iShares Trust | 0,00% | 110 414 SH | 8 août 2026 | Quotidien |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 43 249 NS | 31 mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 8 752 NS | 30 avril 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 311 NS | 30 avril 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 11 765 NS | 30 avril 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 368 NS | 30 avril 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 173 804 SH | 8 août 2026 | Quotidien |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 7 953 SH | 8 août 2026 | Quotidien |