Baldwin Insurance Group, Inc. reported first quarter ended March 31, 2026 results: revenue $532.2 million, net income net loss of $1.9 million, EPS $0.02.
“Total revenue increased 29% year-over-year to $532.2 million”
Baldwin Insurance Group, Inc. — fact timeline
Source-grounded facts extracted from Baldwin Insurance Group, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Baldwin Insurance Group, Inc. entered into Voting Agreement with certain direct owners of the Seller (Seller Group).
“On the Closing Date, pursuant to the Transaction Agreement, the Company entered into a voting agreement (the “Voting Agreement”) with certain direct owners of the Seller (the “Seller Group”).”
Baldwin Insurance Group, Inc. incurred term loan of $600 million with JPMorgan Chase Bank, N.A., as administrative agent.
“was amended to, among other things, provide for $600 million of incremental term B loans (the “New Term Loans")”
Baldwin Insurance Group, Inc. completed an acquisition involving Cobbs Allen Capital Holdings, LLC for $438.0 million in cash and 23,200,000 shares of Class A common stock (closed 2026-01-01).
“CAC Group Life, LLC and (ii) 60.19% of the outstanding equity interests in CAC Holdings, LLC. At the Closing, the aggregate consideration paid by the Company consisted of (a) $438.0 million in cash (subject to customary purchase price adjustments) and (b) 23,200,000 shares of the Company’s Class A common stock (the “Equity Consideration”), issued only to the Seller”
Baldwin Insurance Group, Inc. incurred term loan of $75 million with JPMorgan Chase Bank, N.A. (as administrative agent) at term SOFR, plus an applicable margin of 2.50%.
“provide for $75 million of incremental term B loans (the "New Term Loans"), increasing the aggregate principal amount of the Existing Term Loans to $1,006 million”
Baldwin Insurance Group, Inc. amended term loan of $931.1 million with JPMorgan Chase Bank, N.A. (as administrative agent) at term SOFR, plus an applicable margin of 2.50% maturing May 24, 2031.
“reprice its existing $931.1 million senior secured first lien term loan facility maturing on May 24, 2031 (the "Existing Term Loans"), (ii) provide for $75 million of incremental term B loans (the "New Term Loans"), increasing the aggregate principal amount of the Existing Term Loans to $1,006 million and (iii) reduce the applicable margin for the Revolving Credit Loans (as defined in the Credit Agreement).”
Baldwin Insurance Group, Inc. reported the quarter ended March 31, 2024 results: revenue $380.4 million, net income $39.1 million, EPS $0.33.
“as expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2024 RESULTS - Total Revenue Growth of 15% to $380.4 Million; Organic Revenue Growth (1) of 16% - - Net Income of $39.1 Million and Diluted Earnings Per Share of $0.33; Adjusted Diluted EPS (2) Growth of 33% to $0.56 - - Adjusted EBITDA”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.