Jefferies has boosted its price target for Baldwin Group (BWIN, Financial) to $42, up from the previous target of $41, while maintaining a Hold rating on the company's stock. According to the firm's analysis, tariffs present a manageable risk for this well-capitalized and defensive property and casualty insurance group.
The research highlights that while auto insurers have the flexibility to quickly adjust pricing, the commercial segment is already mindful of issues related to loss cost inflation. The potential impact of tariffs could prompt the industry to adopt stricter financial discipline. The firm anticipates no significant effects from tariffs in the first quarter, expressing a positive outlook particularly for the personal lines sector.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 6 analysts, the average target price for The Baldwin Insurance Group Inc (BWIN, Financial) is $35.83 with a high estimate of $45.00 and a low estimate of $28.00. The average target implies an downside of 14.29% from the current price of $41.81. More detailed estimate data can be found on the The Baldwin Insurance Group Inc (BWIN) Forecast page.
Based on the consensus recommendation from 9 brokerage firms, The Baldwin Insurance Group Inc's (BWIN, Financial) average brokerage recommendation is currently 2.2, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for The Baldwin Insurance Group Inc (BWIN, Financial) in one year is $46.61, suggesting a upside of 11.48% from the current price of $41.81. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the The Baldwin Insurance Group Inc (BWIN) Summary page.
