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Investing.com - Raymond (NSE:RYMD) James downgraded Baldwin Insurance (NASDAQ:BWIN) from Strong Buy to Outperform and lowered its price target to $40.00 from $48.00. The stock, currently trading at $30.39, has declined 17.5% in the past week. According to InvestingPro data, five analysts have recently revised their earnings expectations downward.
The rating change follows a 17% sell-off after Baldwin’s second-quarter 2025 earnings report, with Raymond James citing the company’s transition to a reciprocal exchange as a continuing drag on consolidated organic growth and adjusted EPS through the first half of 2026. The stock is now trading near its 52-week low of $29.99, with InvestingPro analysis suggesting the shares are currently undervalued.
Baldwin reported 11% organic revenue growth in the second quarter of 2025, down from 19% in the same period last year. The company saw a rebound in IAS organic revenue to 10% from 3% in the first quarter, and continued strength in UCTS with 21% organic growth, while MIS segment growth was flat at 0%.
The company’s IAS segment faced rate and exposure headwinds in the second quarter, reflecting reduced large cat-exposed property pricing and continued macroeconomic uncertainty, conditions management does not expect to change in the near term.
Baldwin’s sales velocity increased to 22% in the second quarter compared to 14% in the first quarter, representing top decile new business performance in an industry with median sales velocity of approximately 12%. Despite recent challenges, InvestingPro analysis reveals that net income is expected to grow this year, with the company projected to return to profitability. Subscribers can access 12 additional ProTips and a comprehensive Pro Research Report for deeper insights into Baldwin’s financial health and growth prospects.
In other recent news, Baldwin Insurance Group Inc. announced its second-quarter 2025 financial results, meeting earnings expectations with an adjusted diluted earnings per share (EPS) of $0.42, which aligned with analysts’ forecasts. The company reported revenue of $378.8 million, slightly surpassing the expected $374.3 million. These results highlight Baldwin Insurance’s ability to meet market expectations in its financial performance. There was no mention of any mergers or acquisitions in the recent updates. Analyst opinions or changes in stock ratings were not reported in the latest news. The company’s steady performance in earnings and revenue remains a focal point for investors. The recent developments underscore Baldwin Insurance’s current financial stability.
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