Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of -9.19% is 19% below its 4-year average of -7.74%, around the middle of its 4-year range (-18.60%–-2.45%).
As of the fiscal period ended Tuesday, June 30, 2026. 70.85% below its 12-month average of -5.38%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -9.19%.
RETURN ON EQUITY (ROE)
-9.19%
RETURN ON EQUITY (ROE) AVG TTM
-5.38%
RETURN ON EQUITY (ROE) AVG 3Y
-6.00%
RETURN ON EQUITY (ROE) AVG 5Y
N/A
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-70.85%
CURRENT VS 3Y AVG
-52.99%
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
9.58%
median of 423 covered companies
CURRENT VS SECTOR MEDIAN
-195.89%
vs the sector median at left
The Baldwin Insurance Group, Inc.
Market Cap
$2.58B
Return on Equity (ROE)
-9.19%
TTM Avg
-5.38%
3Y Avg
-6.00%
5Y Avg
N/A
Market Cap
$2.54B
Return on Equity (ROE)
7.76%
TTM Avg
5.99%
3Y Avg
8.45%
5Y Avg
8.45%
Market Cap
$2.54B
Return on Equity (ROE)
4.86%
TTM Avg
1.69%
3Y Avg
3.76%
5Y Avg
4.88%
Market Cap
$2.50B
Return on Equity (ROE)
6.89%
TTM Avg
8.95%
3Y Avg
9.69%
5Y Avg
9.57%
Market Cap
$2.50B
Return on Equity (ROE)
9.69%
TTM Avg
6.85%
3Y Avg
8.64%
5Y Avg
8.63%
Market Cap
$2.79B
Return on Equity (ROE)
6.89%
TTM Avg
8.95%
3Y Avg
9.69%
5Y Avg
9.57%
Market Cap
$2.33B
Return on Equity (ROE)
2.29%
TTM Avg
8.94%
3Y Avg
-2.67%
5Y Avg
-0.24%
Market Cap
$2.86B
Return on Equity (ROE)
12.69%
TTM Avg
7.11%
3Y Avg
15.46%
5Y Avg
11.02%
Market Cap
$2.30B
Return on Equity (ROE)
-22.35%
TTM Avg
-295.04%
3Y Avg
-295.04%
5Y Avg
-295.04%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The Baldwin Insurance Group, Inc. (BWIN) | $2.58B | -9.19% | -5.38% | -6.00% | N/A |
| First Bancorp (FBNC)vs › | $2.54B | 7.76% | 5.99% | 8.45% | 8.45% |
| Columbia Financial, Inc. (CLBK)vs › | $2.54B | 4.86% | 1.69% | 3.76% | 4.88% |
| First Merchants Corporation (FRME)vs › | $2.50B | 6.89% | 8.95% | 9.69% | 9.57% |
| First Busey Corporation (BUSE)vs › | $2.50B | 9.69% | 6.85% | 8.64% | 8.63% |
| First Merchants Corporation (FRMEP)vs › | $2.79B | 6.89% | 8.95% | 9.69% | 9.57% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.33B | 2.29% | 8.94% | -2.67% | -0.24% |
| Brighthouse Financial, Inc. (BHF)vs › | $2.86B | 12.69% | 7.11% | 15.46% | 11.02% |
| Ethos Technologies Inc. (LIFE)vs › | $2.30B | -22.35% | -295.04% | -295.04% | -295.04% |
| Banner Corporation (BANR)vs › | $2.29B | 10.42% | 9.78% | 11.02% | 10.49% |
ROE
-9.2%
ROA
-1.3%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | -9.19% |
| 2026-03-31 | -4.71% |
| 2025-12-31 | -5.63% |
| 2025-09-30 | -4.54% |
| 2025-06-30 | -2.82% |
| 2025-03-31 | -5.19% |
| 2024-12-31 | -4.20% |
| 2024-09-30 | -6.52% |
| 2024-06-30 | -8.14% |
| 2024-03-31 | -9.10% |
| 2023-12-31 | -16.08% |
| 2023-09-30 | -17.63% |
| 2023-06-30 | -18.60% |
| 2023-03-31 | -12.99% |
| 2022-12-31 | -6.87% |
| 2022-09-30 | -2.45% |
