J.P. Morgan analyst Jimmy Bhullar maintains $The Baldwin Insurance Group (BWIN.US)$ with a buy rating, and adjusts the target price from $39 to $54.
According to TipRanks data, the analyst has a success rate of 57.5% and a total average return of 6.8% 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 positive outlook for organic growth in 2024. It is anticipated that large-cap broker organic growth will continue to outpace the average in the third quarter. Nonetheless, expectations are set for the group's underlying growth to decelerate, aligning with long-term averages in the 2025-2026 period. Adjustments in the group's targets are reflective of events transpired during the quarter as well as a widespread expansion in market P/E multiples.
The fundamental outlook for the property and casualty sector is positive looking into the Q3 reports, though optimistic expectations, bullish sentiment, and valuations moderate the perspective on stocks. Key advantages include continued firm pricing and the sector's defensive risk profile. However, the anticipated margins for underwriters and sales growth for brokers are seen as optimistic.
Q3 outcomes, especially for reinsurers, could be eclipsed by recent events such as Hurricane Milton. Observations suggest a positive outlook on the Personal sector due to enhancements in margins and the growth of policies-in-force. For the third quarter, catastrophe losses are anticipated to be lower than the average of the past five years but still significantly higher than the same period in the previous year, which could pose risks for primary insurers.
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摩根大通分析师Jimmy Bhullar维持$The Baldwin Insurance Group (BWIN.US)$买入评级，并将目标价从39美元上调至54美元。
根据TipRanks数据显示，该分析师近一年总胜率为57.5%，总平均回报率为6.8%。
此外，综合报道，$The Baldwin Insurance Group (BWIN.US)$近期主要分析师观点如下：
保险经纪人对2024年的有机增长前景普遍持乐观态度。预计大盘股经纪商的有机增长将在第三季度继续超过平均水平。尽管如此，预计该集团的基本增长将减速，与2025-2026年期间的长期平均水平一致。该集团目标的调整反映了本季度发生的事件以及市场市盈率的广泛扩大。
尽管乐观的预期、看涨情绪和估值缓和了对股票的前景，但从第三季度报告来看，财产和意外伤害行业的基本前景是乐观的。主要优势包括持续的公司定价和该行业的防御性风险状况。但是，承销商的预期利润率和经纪商的销售增长被认为是乐观的。
第三季度的业绩，尤其是再保险公司的业绩，可能会被米尔顿飓风等最近发生的事件所掩盖。观察结果表明，由于利润率的提高和现行政策的增长，个人行业的前景乐观。第三季度的灾难损失预计将低于过去五年的平均水平，但仍大大高于去年同期，这可能会给初级保险公司带来风险。
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