BofA Securities analyst Grace Carter maintains $The Baldwin Insurance Group (BWIN.US)$ with a buy rating, and sets the target price at $59.
According to TipRanks data, the analyst has a success rate of 78.9% and a total average return of 11.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $The Baldwin Insurance Group (BWIN.US)$'s main analysts recently are as follows:
Insurance brokers maintain a generally optimistic outlook for 2024 organic growth prospects. Large-cap broker organic growth is anticipated to stay above average in the third quarter. Nonetheless, it's projected that the sector's underlying growth will decelerate to align with long-term averages in the years 2025 to 2026. Changes in expectations for the group are informed by occurrences during the quarter and the overall market's P/E multiple expansion.
The fundamental outlook for the property and casualty sector is positive looking into the third-quarter reports. However, optimistic expectations, bullish sentiment, and current valuations moderate the perspective on the stocks. Key advantages include continued firm pricing and a defensive risk profile within the group. Nevertheless, the expectations for margins at underwriters and sales growth at brokers appear to be on the higher side.
The performance of the Baldwin Group in Q3, particularly among reinsurers, might be influenced by this week's Hurricane Milton. There is a positive outlook on the Personal segment due to improving margins and growth in policies-in-force. It is anticipated that Q3 catastrophe losses will remain below the five-year seasonal average, yet they could surpass those of the same quarter in the previous year. This might present challenges for primary insurers looking ahead.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Grace Carter維持$The Baldwin Insurance Group (BWIN.US)$買入評級，目標價59美元。
根據TipRanks數據顯示，該分析師近一年總勝率為78.9%，總平均回報率為11.0%。
此外，綜合報道，$The Baldwin Insurance Group (BWIN.US)$近期主要分析師觀點如下：
保險經紀人對2024年的有機增長前景普遍保持樂觀的前景。預計第三季度大型經紀商的有機增長將保持在平均水平以上。儘管如此，預計該行業的潛在增長將在2025年至2026年期間減速，與長期平均水平保持一致。該集團預期的變化是由本季度發生的事件以及整個市場的市盈倍數擴張所致。
從第三季度報告來看，財產和意外傷害行業的基本前景樂觀。但是，樂觀的預期、看漲情緒和當前的估值緩和了對股票的前景。主要優勢包括持續的公司定價和集團內部的防禦性風險狀況。儘管如此，對承銷商利潤率和經紀商銷售增長的預期似乎更高。
寶德威集團第三季度的表現，尤其是再保險公司的表現，可能會受到本週颶風米爾頓的影響。由於利潤率的提高和現行政策的增長，個人細分市場前景樂觀。預計第三季度的災難損失將保持在五年季節性平均水平以下，但可能會超過去年同期的水平。展望未來，這可能會給初級保險公司帶來挑戰。
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