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Investment income at other companies

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Universal Insurance HoldingsUVE

Segments

By segment

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Insurance Advisory Solutions$1.55M+51.2%
Underwriting, Capacity & Technology Solutions$1.33M+28.5%
Corporate Segment and Other Operating Segment$461K-38.9%
Mainstreet Insurance Solutions Segment$31K-46.6%

Other financials

Income statement

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Revenue$532.2M+28.7%
Operating income-$101.3M-281%
Net income$2.3M-83.2%
EPS (diluted)$0.02-90.0%

Balance sheet

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Cash & equivalents$456.1M+52.5%
Total debt$2.3B+42.5%
Total equity$963.9M+55.6%
Total assets$5.9B+67.5%

Cash flow

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Operating cash flow-$6.1M+90.5%
CapEx$12.7M+41.8%
Free cash flow-$18.7M+74.3%

Valuation

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Market cap$2.77B+27.8%
Enterprise value$4.58B+35.9%
P/S1.7×+0.2×

Profitability

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Operating margin5.9%+3.2pp
Net margin-2.8%+0.9pp
FCF margin-0.4%

Returns & leverage

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Return on equity-5.7%+0.5pp
Debt / equity2.4×-0.2×
Current ratio1.1×0.0×

Where this comes from

Reported directly by The Baldwin Insurance Group, Inc. in its filing.

Tagged under the XBRL concept us-gaap:GrossInvestmentIncomeOperating.

The source filing: The Baldwin Insurance Group, Inc.’s 10-Q, filed May 4, 2026.

Filed
May 4, 2026, 4:54 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001781755-26-000034
(in thousands, except per share data)For the Three Months Ended March 31, 20262025
Revenues:
Commissions and fees$528,861$410,531
Investment income3,3742,874
Total revenues532,235413,405
Operating expenses:
Colleague compensation and benefits283,612198,020
Outside commissions66,67965,823
Other operating expenses224,16358,019

Item 1. Financial Statements (Unaudited)

FAQ

What is The Baldwin Insurance Group, Inc.'s investment income?
The Baldwin Insurance Group, Inc. (BWIN) reported investment income of $3.37M in Q1 2026.
How has The Baldwin Insurance Group, Inc.'s investment income changed year-over-year?
The Baldwin Insurance Group, Inc.'s investment income increased by 17.4% year-over-year, from $2.87M to $3.37M.
What does investment income mean?
Represents the total income generated from a company's investment portfolio, including interest, dividends, and other returns on financial assets. This metric reflects the effectiveness of the company's treasury and capital management strategies in generating non-operating revenue.

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