Recent 8-K filings for BWIN

• May 4, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Baldwin Insurance Q1 revenue up 29% to $532.2M; adjusted EBITDA up 21% to $137.2M

  Total revenue grew 29% YoY to $532.2M; organic revenue growth of 2%.

• February 26, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Baldwin Insurance reports full year 2025 revenue $1.5B (+8% YoY), net loss $54.2M; launches $250M buyback

  Full year revenue $1.5B, +8% YoY; organic revenue growth 7%.

• January 2, 2026, 6:59 PM ET M&A materiality 0.80 neutral item 1.01item 2.01item 2.03item 3.02item 5.02item 9.01 ◈ Debt Financings◈ M&A Transactions◈ Material Agreements

  Baldwin Insurance closes $438M cash + 23.2M shares acquisition of Cobbs Allen

  Completed acquisition of Cobbs Allen Capital Holdings on Jan 1, 2026; aggregate consideration $438M cash and 23.2M shares of BWIN Class A common stock.

• January 2, 2026, 6:59 PM ET other materiality 0.00 neutral item 9.01

  Baldwin Insurance files legal opinion from Greenberg Traurig, no material news

  Filing solely to include Exhibit 5.1 (legal opinion) and Exhibit 23.1 (consent).

• December 2, 2025, 6:59 PM ET M&A materiality 1.00 positive item 1.01item 3.02item 7.01item 9.01

  Baldwin Group to merge with CAC Group for $1.026B upfront; EPS accretion over 20%

  Total upfront consideration of $1.026B: $438M cash plus 23.2M shares valued at $589M (30-day VWAP); implied multiple 7.9x 2025E PF Adj. EBITDA.

• November 4, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Baldwin Insurance Q3 revenue up 8% to $365.4M but net loss of $30.2M; adj. EPS $0.31

  GAAP net loss of $30.2M, diluted loss per share $0.27; adjusted diluted EPS $0.31 (-6% YoY).

• September 18, 2025, 7:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 9.01 ◈ Debt Financings ×2

  Baldwin Insurance reprices $931M term loan, adds $75M incremental debt, lowers revolver margin

  Repriced $931.1M senior secured first lien term loan facility to SOFR + 2.50% margin.

• August 5, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Baldwin Q2 revenue up 11% to $378.8M; adjusted diluted EPS up 24% to $0.42

  Total revenue $378.8M (+11% YoY); organic revenue growth also 11%.

• June 6, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Baldwin Insurance shareholders elect directors and approve say-on-pay at annual meeting

  Directors elected: Kadow (83.5M for), Sullivan (84.6M for), Williams (85.0M for); broker non-votes 4.3M.

• May 6, 2025, 7:59 PM ET earnings materiality 0.55 positive item 2.02item 9.01

  Baldwin Group Q1 2025 total revenue $413.4M (+9% YoY), organic growth 10%, adj. EBITDA $113.8M (+12%)

  Total revenue $413.4M, up 9% YoY; organic revenue growth of 10%.

• February 25, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Baldwin Insurance Q4 revenue +16% YoY; organic +19%; adj EPS +93% to $0.27

  Total revenue $329.9M (+16% YoY); organic revenue growth 19%.

• January 10, 2025, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03

  Baldwin Insurance Group adds $100M term B loans, ups facility to $935.8M

  Incremental $100M term B loans added on Jan 10, 2025, increasing total term loan facility to $935.8M.

• November 4, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Baldwin Group Q3 2024: revenue $338.9M, organic growth 14%; adj. EPS $0.33, +14% YoY

  Total revenue $338.9M (+11% YoY); organic revenue growth of 14%.

• October 31, 2024, 7:59 PM ET other material materiality 0.75 neutral item 1.01item 5.03item 9.01

  Baldwin Insurance enters new stockholders agreement with key holders after Delaware court ruling

  New Stockholders Agreement dated Oct 30, 2024, with BIGH, LLC (Lowry Baldwin), Trevor Baldwin, Brad Hale, Daniel Galbraith, James Roche.

• August 6, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Baldwin Q2 revenue up 14% to $339.8M, net loss $30.9M, adj. EPS $0.34 (+26%)

  Total revenue $339.8M, +14% YoY; organic revenue growth 19%.

• June 6, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Baldwin Insurance shareholders elect directors, approve say-on-pay and auditor ratification

  Elected Trevor Baldwin, Jay Cohen, Barbara Matas as Class II directors; each received >87M votes for, 10-12M withheld, 4M broker non-votes.

• May 29, 2024, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01

  Baldwin Insurance issues $600M 7.125% notes, $840M term loan, refinances debt

  $600M 7.125% Senior Secured Notes due 2031 issued at par; semi-annual interest starting Nov 2024.

• May 16, 2024, 7:59 PM ET debt materiality 0.55 positive item 7.01item 9.01

  Baldwin Insurance Group prices $600M 7.125% notes due 2031 and $840M term loan, $600M revolver to refinance debt

  Priced $600M of 7.125% senior secured notes due 2031, upsized from $500M.

• May 8, 2024, 7:59 PM ET debt materiality 0.60 neutral item 7.01item 9.01

  Baldwin Insurance Group plans $500M notes offering, $1.44B credit facilities to refinance existing debt

  $500M senior secured notes due 2031 offered via 144A/Reg S; new $840M term loan (2031) and $600M revolver (2029) also announced.

• May 7, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Baldwin Insurance Q1 revenue $380.4M, organic growth 16%, adjusted EBITDA margin 27% (280bps expansion)

  Total revenue $380.4M (+15% YoY); organic revenue growth 16%.

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.70 · Most common event earnings

11 positive 0 negative 9 neutral

source · BWIN on sec.gov