Baldwin Insurance Group, Inc. (BWIN) Return on Assets [ROA] (2019 - 2026)
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.
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 Comparison
Historic Data
| Date | Value |
|---|---|
| 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% |
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
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "BWIN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=BWIN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();