Baldwin Insurance BWIN
NASDAQ BWIN
$31.89 -0.03 (-0.09%)
At close: Oct 22, 2026 · 4:00 PM EDT

Baldwin Insurance Group, Inc. (BWIN) Return on Assets [ROA] (2019 - 2026)

Updated

Baldwin Insurance (BWIN) reported Return on Assets [ROA] of -2.18% for Q2 2026, down 1.36 percentage points from -0.81% a year earlier and down 0.52 percentage points from the prior quarter.

Analysis

Baldwin Insurance Group, Inc. (BWIN) Return on Assets [ROA] (2019 - 2026) Analysis & Trends

For FY2025, Baldwin Insurance posted Return on Assets [ROA] of -1.46%, down 0.30 percentage points from FY2024.

  • Return on Assets [ROA] has a five-year change of +1.63 percentage points (FY2020 to FY2025).
  • By year, Return on Assets [ROA] came in at -1.17% in FY2024 (+3.54 pp), -4.71% in FY2023 (-2.29 pp), -2.42% in FY2022 (+0.22 pp) and -2.64% in FY2021 (+0.46 pp).
  • The Q2 2026 figure ranks as the lowest quarterly Return on Assets [ROA] since Q2 2024.
  • Year over year, Return on Assets [ROA] has now declined in each of the last three quarters, with an average year-over-year change of +1.14 percentage points over the last eight quarters.
  • The high point for year-over-year Return on Assets [ROA] in five years was Q3 2024 (a gain of 3.70 percentage points); the low point was Q2 2023 (a drop of 5.77 percentage points).
  • Per Business Quant data, the three quarters before Q2 2026 came in at -1.65% (Q1 2026), -1.41% (Q4 2025) and -1.20% (Q3 2025).
Peer Set

Peer Comparison

Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 -2.18%
Mar 31, 2026 -1.65%
Dec 31, 2025 -1.41%
Sep 30, 2025 -1.20%
Jun 30, 2025 -0.81%
Mar 31, 2025 -1.56%
Dec 31, 2024 -1.16%
Sep 30, 2024 -1.90%
Jun 30, 2024 -2.40%
Mar 31, 2024 -2.83%
Dec 31, 2023 -4.74%
Sep 30, 2023 -5.60%
Jun 30, 2023 -6.01%
Mar 31, 2023 -4.27%
Dec 31, 2022 -2.23%
Sep 30, 2022 -0.87%
Jun 30, 2022 -0.24%
Mar 31, 2022 -1.53%
Dec 31, 2021 -2.28%
Sep 30, 2021 -1.66%
API Access

Baldwin Insurance Group, Inc. Return on Assets [ROA] API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=BWIN&period=max&api_key=YOUR_API_KEY