Baldwin Insurance Group Return on Equity (ROE) Growth & History (BWIN)
Baldwin Insurance Group's return on equity was −5.71% for fiscal 2025.
View full Baldwin Insurance Group company overviewBaldwin Insurance Group annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | −5.71% | −1.43 pp |
| 2024 | 2024-12-31 | −4.29% | +11.14 pp |
| 2023 | 2023-12-31 | −15.43% | −8.56 pp |
| 2022 | 2022-12-31 | −6.87% | −0.59 pp |
| 2021 | 2021-12-31 | −6.28% | +0.84 pp |
| 2020 | 2020-12-31 | −7.12% | +173.30 pp |
| 2019 | 2019-12-31 | −180.42% | — |
Baldwin Insurance Group quarterly return on equity
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | −4.22% | −3.71 pp |
| Q1 2026 | 2026-03-31 | 0.30% | −2.02 pp |
| Q4 2025 | 2025-12-31 | −4.24% | −0.82 pp |
| Q3 2025 | 2025-09-30 | −3.00% | −1.58 pp |
| Q2 2025 | 2025-06-30 | −0.51% | +2.45 pp |
| Q1 2025 | 2025-03-31 | 2.32% | −1.41 pp |
| Q4 2024 | 2024-12-31 | −3.42% | +2.57 pp |
| Q3 2024 | 2024-09-30 | −1.41% | +1.55 pp |
| Q2 2024 | 2024-06-30 | −2.95% | +1.01 pp |
| Q1 2024 | 2024-03-31 | 3.73% | +6.05 pp |
| Q4 2023 | 2023-12-31 | −5.99% | +1.71 pp |
| Q3 2023 | 2023-09-30 | −2.96% | +0.81 pp |
| Q2 2023 | 2023-06-30 | −3.97% | −5.30 pp |
| Q1 2023 | 2023-03-31 | −2.33% | −5.99 pp |
| Q4 2022 | 2022-12-31 | −7.70% | −3.87 pp |
| Q3 2022 | 2022-09-30 | −3.78% | −1.03 pp |
| Q2 2022 | 2022-06-30 | 1.33% | +3.94 pp |
| Q1 2022 | 2022-03-31 | 3.67% | −0.38 pp |
| Q4 2021 | 2021-12-31 | −3.82% | −0.34 pp |
| Q3 2021 | 2021-09-30 | −2.75% | −1.29 pp |
| Q2 2021 | 2021-06-30 | −2.61% | −0.27 pp |
| Q1 2021 | 2021-03-31 | 4.04% | +2.16 pp |
| Q4 2020 | 2020-12-31 | −3.49% | — |
| Q3 2020 | 2020-09-30 | −1.46% | — |
| Q2 2020 | 2020-06-30 | −2.33% | — |
| Q1 2020 | 2020-03-31 | 1.88% | — |
Baldwin Insurance Group return on equity trends
Over the last five fiscal years, Baldwin Insurance Group's return on equity increased from −7.12% to −5.71%, a change of +1.40 percentage points. The latest reported quarter, Q2 2026, shows −4.22%.
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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