BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock
$31,11
Prezzo · Ago 19, 2026
Fondamentali al Lug 30, 2026
Intervallo 52 sett.
$16–$35
80% of range
Rating Analisti
BUY
17 analysts
Prezzo Obiettivo
$32
+4% upside
P/E (TTM)
-48.1
ROE
-5.7%
Margine di Profitto Netto
-2.2%
BWIN Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$31.11
Capitalizzazione di Mercato
—
P/E (TTM)
-48.1
EPS (TTM)
$-0.50
Ricavi (TTM)
$1.50B
Rendimento div.
—
ROE
-5.7%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$16 – $35
BWIN Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$1.50B
2021-12-31
→
2025-12-31
EPS
$-0.50
2020-12-31
→
2025-12-31
Flusso di cassa libero
$-69M
2019-12-31
→
2025-12-31
Margini
-2.2%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
BWIN
Mediana dei peer
P/E (TTM)
-48.1
40.4
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
BWIN
Mediana dei peer
Operating Margin (Margine Operativo)
4.9%
—
Net Profit Margin (Margine di Profitto Netto)
-2.2%
6.4%
ROA
-0.91%
3.2%
ROE
-5.7%
10.1%
ROIC
12.5%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
BWIN
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
0.0
—
Current Ratio (Rapporto corrente)
1.2
1.1
Quick Ratio
0.1
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
BWIN
Mediana dei peer
Revenue YoY (Ricavi YoY)
8.3%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
15.3%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
BWIN
Mediana dei peer
BWIN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
17 analisti
- Acquisto forte 5 29,4%
- Compra 7 41,2%
- Mantieni 5 29,4%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
9 analisti · 2026-08-13
Mediana
$31.00
Media
$32.22
Ora
$31.11
Basso
$26.00
Alto
$38.00
Target mediano
$31.00
-0,4%
Target medio
$32.22
+3,6%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
-0.00%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.48 | $0.48 | -0.00% |
| 31 Marzo 2026 | $0.63 | $0.65 | -0.02% |
| 31 Dicembre 2025 | $0.31 | $0.29 | 0.02% |
| 30 Settembre 2025 | $0.31 | $0.31 | 0.00% |
| 30 Giugno 2025 | $0.42 | $0.43 | -0.01% |
| 31 Marzo 2025 | $0.65 | $0.66 | -0.01% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| 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% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 12
| Metrica | Tendenza | 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 |
Stato Patrimoniale 25
| Metrica | Tendenza | 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 |
Flusso di cassa 10
| Metrica | Tendenza | 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 |
Redditività 7
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 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 |
Efficienza 1
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | -0.0 | -0.0 |
Tassi di Crescita 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 8.3% | 14.0% | 24.2% | 72.9% | · | |
| Revenue CAGR 3Y | 15.3% | 34.8% | · | · | · |
Valutazione (TTM) 4
| Metrica | Tendenza | 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% |
Conto Economico 12
| Metrica | Tendenza | 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 |
Stato Patrimoniale 24
| Metrica | Tendenza | 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 |
Flusso di cassa 12
| Metrica | Tendenza | 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 |
Redditività 7
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 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 |
Efficienza 1
| Metrica | Tendenza | 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 |
Valutazione (TTM) 4
| Metrica | Tendenza | 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% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $1.50B | $1.39B | $1.22B | $981M | $567M |
| Margine Operativo % | 4.9% | 4.4% | -3.5% | 43.8% | 117.6% |
| Utile netto | $-34M | $-25M | $-90M | $-42M | $-31M |
| EPS Diluito | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Rapporto corrente | 1.2 | 1.0 | 0.9 | 1.1 | 1.1 |
| Quick Ratio | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $-69M | $61M | $23M | $-24M | $35M |
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Proprietari istituzionali (13F) 252 filer · $1.7B totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 51 (0 vs trimestre precedente) | 25 (-3 vs trimestre precedente) | 68 (-14 vs trimestre precedente) | 68 (+20 vs trimestre precedente) | -1.6M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| FMR LLC | $251.331.788 | 9.455.673 | 14,92% | Azioni |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $178.962.210 | 6.732.965 | 10,63% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86.728.201 | 3.262.912 | 5,15% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $84.162.407 | 3.166.381 | 5,00% | Azioni |
| BAMCO INC /NY/ | $72.095.220 | 2.712.386 | 4,28% | Azioni |
| STATE STREET CORP | $70.829.267 | 2.665.874 | 4,21% | Azioni |
| Woodline Partners LP | $60.180.708 | 2.264.135 | 3,57% | Azioni |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $55.755.750 | 2.097.658 | 3,31% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $53.581.521 | 2.015.437 | 3,18% | Azioni |
| WESTWOOD HOLDINGS GROUP INC | $51.521.873 | 1.938.370 | 3,06% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $50.840.000 | 1.912.711 | 3,02% | Azioni |
| Capital International Investors | $44.938.726 | 1.690.697 | 2,67% | Azioni |
| Annis Gardner Whiting Capital Advisors, LLC | $42.065.163 | 1.582.587 | 2,50% | Azioni |
| Capital Research Global Investors | $34.772.036 | 1.308.203 | 2,06% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $34.265.049 | 1.289.129 | 2,03% | Azioni |
| Boston Partners | $28.284.734 | 1.064.392 | 1,68% | Azioni |
| Point72 Asset Management, L.P. | $27.595.090 | 1.038.190 | 1,64% | Azioni |
| Champlain Investment Partners, LLC | $22.939.550 | 863.038 | 1,36% | Azioni |
| Bridgewater Advisors Inc. | $21.482.223 | 728.743 | 1,28% | Azioni |
| Fenimore Asset Management Inc | $21.142.636 | 795.434 | 1,26% | Azioni |
| Venator Management LLC | $20.555.510 | 773.345 | 1,22% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.228.318 | 723.413 | 1,14% | Azioni |
| BANK OF AMERICA CORP /DE/ | $18.800.619 | 707.322 | 1,12% | Azioni |
| MetLife Investment Management, LLC | $18.414.544 | 692.797 | 1,09% | Azioni |
| KENNEDY CAPITAL MANAGEMENT LLC | $16.270.548 | 612.135 | 0,97% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $15.455.792 | 581.482 | 0,92% | Azioni |
| Aristotle Capital Boston, LLC | $15.108.787 | 568.427 | 0,90% | Azioni |
| 1776 Wealth LLC | $14.284.358 | 537.410 | 0,85% | Azioni |
| Corient Private Wealth LP | $13.775.830 | 518.278 | 0,82% | Azioni |
| GOLDMAN SACHS GROUP INC | $13.250.210 | 498.503 | 0,79% | Azioni |
| BECK MACK & OLIVER LLC | $11.642.572 | 438.020 | 0,69% | Azioni |
| CIBC Bancorp USA Inc. | $10.775.931 | 405.415 | 0,64% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.684.503 | 364.353 | 0,58% | Azioni |
| Tributary Capital Management, LLC | $9.508.570 | 357.734 | 0,56% | Azioni |
| Freestone Grove Partners LP | $8.709.708 | 327.679 | 0,52% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.641.982 | 325.131 | 0,51% | Azioni |
| EQUITABLE TRUST CO | $7.522.087 | 282.998 | 0,45% | Azioni |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6.525.443 | 245.502 | 0,39% | Azioni |
| Bank of New York Mellon Corp | $6.248.799 | 235.094 | 0,37% | Azioni |
| MAI Capital Management | $5.885.743 | 221.435 | 0,35% | Azioni |
| FIFTH THIRD BANCORP | $4.931.999 | 185.553 | 0,29% | Azioni |
| NICHOLAS COMPANY, INC. | $4.895.504 | 184.180 | 0,29% | Azioni |
| PALISADE CAPITAL MANAGEMENT, LP | $4.598.792 | 173.017 | 0,27% | Azioni |
| Lighthouse Investment Partners, LLC | $4.569.687 | 171.922 | 0,27% | Azioni |
| UBS Group AG | $4.467.885 | 168.092 | 0,27% | Azioni |
| Man Group plc | $4.413.024 | 166.028 | 0,26% | Azioni |
| Swiss National Bank | $4.133.190 | 155.500 | 0,25% | Azioni |
| Balyasny Asset Management L.P. | $4.071.312 | 153.172 | 0,24% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $3.840.447 | 144.486 | 0,23% | Azioni |
| SMITH CHAS P & ASSOCIATES PA CPAS | $3.295.021 | 150.183 | 0,20% | Azioni |
| RHUMBLINE ADVISERS | $3.190.440 | 120.032 | 0,19% | Azioni |
| Madison Investment Advisors, LLC | $3.160.529 | 81.541 | 0,19% | Azioni |
| Madison Asset Management, LLC | $2.750.233 | 103.470 | 0,16% | Azioni |
| HB Wealth Management, LLC | $2.743.747 | 103.226 | 0,16% | Azioni |
| CWM, LLC | $2.521.959 | 114.948 | 0,15% | Azioni |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.492.272 | 94.048 | 0,15% | Azioni |
| WELLS FARGO & COMPANY/MN | $2.438.582 | 91.745 | 0,14% | Azioni |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.372.212 | 89.248 | 0,14% | Azioni |
| MORGAN STANLEY | $2.353.593 | 88.547 | 0,14% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $2.330.028 | 106.200 | 0,14% | Azioni |
| Pathway Financial Advisors LLC | $2.170.354 | 76.394 | 0,13% | Azioni |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.157.313 | 81.163 | 0,13% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.147.092 | 97.862 | 0,13% | Azioni |
| BROWN BROTHERS HARRIMAN & CO | $2.144.076 | 80.665 | 0,13% | Azioni |
| ZB,N.A. | $2.053.621 | 52.983 | 0,12% | Azioni |
| Laird Norton Wetherby Trust Company, LLC | $1.993.447 | 74.998 | 0,12% | Azioni |
| BlackRock, Inc. | $1.930.479 | 72.629 | 0,11% | Azioni |
| FIRST TRUST ADVISORS LP | $1.672.652 | 62.929 | 0,10% | Azioni |
| NOMURA HOLDINGS INC | $1.619.254 | 60.920 | 0,10% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.488.533 | 56.002 | 0,09% | Azioni |
| CITADEL ADVISORS LLC | $1.458.950 | 54.889 | 0,09% | Azioni |
| HighTower Advisors, LLC | $1.358.291 | 51.102 | 0,08% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.330.223 | 50.046 | 0,08% | Azioni |
| Caption Management, LLC | $1.329.000 | 50.000 | 0,08% | Opzione Call |
| SAPIENT CAPITAL LLC | $1.329.000 | 50.000 | 0,08% | Azioni |
| CAPTRUST FINANCIAL ADVISORS | $1.318.846 | 49.618 | 0,08% | Azioni |
| CITIGROUP INC | $1.296.174 | 48.765 | 0,08% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.200.645 | 45.171 | 0,07% | Azioni |
| Quantinno Capital Management LP | $1.126.779 | 42.392 | 0,07% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.044.408 | 39.293 | 0,06% | Azioni |
| Invesco Ltd. | $1.038.560 | 39.073 | 0,06% | Azioni |
| Orion Porfolio Solutions, LLC | $1.025.005 | 38.563 | 0,06% | Azioni |
| Bleakley Financial Group, LLC | $969.373 | 36.470 | 0,06% | Azioni |
| Washington Trust Bank | $962.648 | 36.217 | 0,06% | Azioni |
| CIBC WORLD MARKET INC. | $956.880 | 36.000 | 0,06% | Azioni |
| Nuveen, LLC | $943.830 | 35.509 | 0,06% | Azioni |
| Quadrant Private Wealth Management, LLC | $921.965 | 34.686 | 0,05% | Azioni |
| NATIXIS | $903.720 | 34.000 | 0,05% | Azioni |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $870.203 | 32.739 | 0,05% | Azioni |
| Jain Global LLC | $860.421 | 32.371 | 0,05% | Azioni |
| JANE STREET GROUP, LLC | $808.032 | 30.400 | 0,05% | Opzione Call |
| Vanguard Global Advisers, LLC | $797.772 | 30.014 | 0,05% | Azioni |
| Aptus Capital Advisors, LLC | $787.619 | 29.632 | 0,05% | Azioni |
| Sunburst Financial Group, LLC | $778.289 | 29.281 | 0,05% | Azioni |
| Police & Firemen's Retirement System of New Jersey | $768.959 | 28.930 | 0,05% | Azioni |
| Weiss Asset Management LP | $735.734 | 27.680 | 0,04% | Azioni |
| Red Door Wealth Management, LLC | $717.660 | 27.000 | 0,04% | Azioni |
| ENTREWEALTH, LLC | $711.225 | 24.868 | 0,04% | Azioni |
| DIVERSIFIED TRUST CO | $710.589 | 26.734 | 0,04% | Azioni |
| VANGUARD GROUP INC | $659.816 | 27.458 | 0,04% | Azioni |
Insider aziendali 29 insider · 9 dirigenti · 14 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| James Morgan Roche | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | 04 Giugno 2025 S | 79.686 | 0 | 0 | $0 |
| Trevor Baldwin | Chief Executive Officer | 19 Febbraio 2025 F | 116.476 | 0 | 0 | $0 |
| Daniel Galbraith | President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group | 19 Febbraio 2025 F | 27.329 | 0 | 0 | $0 |
| Bradford Hale | Chief Financial Officer | 07 Agosto 2025 P | 144.659 | 0 | 0 | $0 |
| Seth Bala Cohen | General Counsel | 03 Giugno 2025 S | 13.240 | 0 | 0 | $0 |
| Corbyn N. Galloway | Chief Accounting Officer | 19 Febbraio 2025 F | 41.671 | 0 | 0 | $0 |
| John A. Valentine | Chief Partnership Officer | 09 Novembre 2023 P | 93.222 | 0 | 0 | $0 |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 17 Agosto 2023 S | 20.035 | 0 | 0 | $0 |
| Christopher John Stephens | General Counsel | 03 Maggio 2021 A | 12.360 | 0 | 0 | $0 |
| Paul Eugene Sparks | Direttore | 01 Luglio 2026 F | 2.282 | 0 | 0 | $0 |
| Sathish Muthukrishnan | Direttore | 01 Luglio 2026 A | 10.254 | 0 | 0 | $0 |
| Sunita Parasuraman | Direttore | 01 Luglio 2026 A | 14.445 | 0 | 0 | $0 |
| Myron K Williams | Direttore | 01 Luglio 2026 A | 14.445 | 0 | 0 | $0 |
| Jay A Cohen | Direttore | 01 Luglio 2026 A | 18.623 | 0 | 0 | $0 |
| Barbara Ruth Matas | Direttore | 01 Luglio 2026 A | 19.600 | 0 | 0 | $0 |
| Ellyn Shook | Direttore | 01 Luglio 2026 A | 14.445 | 0 | 0 | $0 |
| KADOW JOSEPH JOHN | Direttore | 01 Luglio 2026 A | 19.600 | 0 | 0 | $0 |
| Chris Thomas Sullivan | Direttore | 01 Luglio 2026 A | 85.682 | 0 | 0 | $0 |
| Lowry Baldwin | Direttore | 21 Maggio 2024 C | 0 | 0 | 0 | $0 |
| Phillip E Casey | Direttore | 01 Aprile 2023 A | 11.030 | 0 | 0 | $0 |
| Robert D. Eddy | Direttore | 01 Aprile 2021 A | 7.571 | 0 | 0 | $0 |
| Baldwin Insurance Group Holdings, LLC | Proprietario del 10% | 21 Maggio 2024 J | 13.149.090 | 0 | 0 | $0 |
| Loper Enterprises, LLC | Proprietario del 10% | 26 Giugno 2020 S | 0 | 0 | 0 | $0 |
| Laura Sherman | — | 01 Aprile 2024 F | 1.512 | 0 | 0 | $0 |
| Joseph D. Finney | — | 05 Agosto 2022 G | 337.852 | 0 | 0 | $0 |
| Millennial Specialty Holdco LLC | — | 10 Settembre 2021 J | 0 | 0 | 0 | $0 |
| Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | — | 18 Dicembre 2020 S | 431.427 | 0 | 0 | $0 |
| Elizabeth Krystyn | — | 18 Dicembre 2020 S | 1.731.998 | 0 | 0 | $0 |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 | — | 30 Settembre 2020 G | 73.501 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 44 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| FDFF · Fidelity Covington Trust | 1,60% | 34.452 NS | 31 Maggio 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,43% | 29.632 NS | 30 Aprile 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,13% | 74.483 NS | 30 Aprile 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,11% | 52.221 NS | 30 Aprile 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 36.329 NS | 30 Aprile 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,09% | 49.084 NS | 30 Aprile 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,08% | 2.818 NS | 30 Aprile 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 41.452 NS | 30 Aprile 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 4.504 NS | 31 Maggio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 284.754 NS | 30 Aprile 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 377.255 NS | 31 Maggio 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 3.523 NS | 31 Maggio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 4.868 NS | 30 Aprile 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 3.564 NS | 31 Maggio 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 19.023 NS | 30 Aprile 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 89 NS | 31 Maggio 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2.713 NS | 31 Maggio 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 27.949 NS | 31 Maggio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 3.696 NS | 30 Aprile 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 73.033 NS | 30 Aprile 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 43.249 NS | 31 Maggio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 8.752 NS | 30 Aprile 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1.311 NS | 30 Aprile 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 11.765 NS | 30 Aprile 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1.368 NS | 30 Aprile 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 Luglio 2026 | Giornaliero |
| ITOT · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| IWV · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | — | — | 18 Agosto 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 Luglio 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 Luglio 2026 | Giornaliero |
| VFH · VANGUARD WORLD FUND | — | — | 20 Luglio 2026 | Giornaliero |
| ISCB · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| ISCG · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| ISCV · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |
| ESML · iShares Trust | — | — | 14 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | — | — | 05 Agosto 2026 | Giornaliero |