Baldwin Insurance: AI Fears Are Exaggerated (Upgrade)

2026-02-27 13:21:53 ET

Shares of the Baldwin Insurance Group ( BWIN ) have been a poor performer over the past year, losing over 40% of their value. Margin pressure, elevated debts, and questions about M&A strategy have all weighed on the stock. More recently, the insurance brokerage sector has come under pressure amid fears it could be especially vulnerable to AI disruption. However, Baldwin reported solid Q4 results, which have helped shares recover some losses with a 20% rally Friday. I last covered shares in December , rating Baldwin a “ H old,” but shares are down 13% since then given AI fears. With updated financials, now is a good time to revisit Baldwin....

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