Bowhead Specialty Holdings Inc.

Informe acción NYSE:BOW

Capitalización de mercado: US$934.6m

Bowhead Specialty Holdings Dirección

Dirección controles de criterios 3/4

El CEO de Bowhead Specialty Holdings es Stephen Sills , nombrado en Sep 2020, tiene una permanencia de 5.67 años. compensación anual total es $4.31M, compuesta por 15.7% salario y 84.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.96% de las acciones de la empresa, por valor de $27.64M. La antigüedad media del equipo directivo y de la junta directiva es de 3.7 años y 2 años, respectivamente.

Información clave

Stephen Sills

Chief Executive Officer (CEO)

US$4.3m

Compensación total

Porcentaje del salario del CEO15.66%
Permanencia del CEO5.7yrs
Participación del CEO3.0%
Permanencia media de la dirección3.7yrs
Promedio de permanencia en la Junta Directiva2yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 08

Bowhead Specialty Holdings Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next

A week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...
Actualización de narrativa May 01

BOW: Stable Discount Rate And Higher Future P E Multiple Should Support Upside

Analysts have modestly raised their price target on Bowhead Specialty Holdings to $29.86. This reflects updated assumptions for profit margin and a slightly higher future P/E multiple, while keeping the fair value estimate steady.
Actualización de narrativa Apr 15

BOW: Stable Discount Rate And Improved Margin Outlook Will Support Upside Potential

Analysts have reduced their price target on Bowhead Specialty Holdings by about $1.43 per share to reflect slightly adjusted assumptions around fair value, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: trimmed from $31.29 to $29.86 per share, a modest downward adjustment to the estimated intrinsic value.
Actualización de narrativa Apr 01

BOW: Unchanged Discount Rate And Stable P/E Will Support Upside Potential

Analysts reaffirmed their $31.29 price target for Bowhead Specialty Holdings, citing largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. Valuation Changes Fair Value: The $31.29 estimate is unchanged, reflecting stable inputs across the model.
Actualización de narrativa Mar 17

BOW: Stable Assumptions And Future P/E Will Support Upside Potential

Narrative Update on Bowhead Specialty Holdings The analyst price target for Bowhead Specialty Holdings remains unchanged at $31.29, with analysts maintaining their view based on steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Valuation Changes Fair Value: $31.29 remains unchanged, indicating no adjustment to the core valuation estimate.
Nueva narrativa Mar 14

Digital Underwriting Strength Will Drive Long Term Value For This Specialty Insurer

Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, delivered through craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 03

BOW: Higher Growth Outlook And Lower Multiple Will Support Upside Potential

Analysts have reduced their price target on Bowhead Specialty Holdings by $3 to reflect a slightly lower fair value estimate of $31.29, as they balance updated assumptions for revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: Reduced from $34.29 to $31.29, a modest cut that brings the implied upside closer to current market pricing.
Nueva narrativa Feb 28

Digital Underwriting And Casualty Market Tailwinds Will Support A Steady Future Earnings Profile

Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, supported by both craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 17

BOW: New Co Lead Underwriter Will Support Upcoming Fixed-Income Offering

Analysts have made only a minor adjustment to their price target for Bowhead Specialty Holdings, keeping fair value effectively unchanged at about $34.29. Small tweaks to the discount rate and forward P/E assumptions offset each other in their models.
Actualización de narrativa Feb 03

BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside

Analysts have kept their price target for Bowhead Specialty Holdings steady at US$34.29, reflecting unchanged views on fair value, growth, margins, and future P/E assumptions, despite minor technical adjustments in the underlying model inputs. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, indicating a change in the underwriting group for this deal (Key Developments).
Actualización de narrativa Jan 20

BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside

Analysts now see slightly lower upside for Bowhead Specialty Holdings, trimming their price target to US$34.29 from about US$34.86 as they factor in updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned US$150 million fixed income offering (Key Developments).
Actualización de narrativa Jan 05

BOW: Fixed-Income Offering And Underwriter Addition Will Support Future Upside

Analysts have nudged their price target for Bowhead Specialty Holdings slightly higher, with a modest uplift that reflects small adjustments to fair value, discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering.
Actualización de narrativa Dec 15

BOW: Fixed-Income Offering Will Support Future Upside Potential

Analysts have modestly raised their price target on Bowhead Specialty Holdings by approximately 1 percent to about $34.57, citing slightly stronger expected revenue growth that more than offsets a marginally lower profit margin outlook and a higher assumed future P/E multiple. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, reinforcing placement capacity in upcoming debt issuance (Key Developments).
Actualización de narrativa Dec 01

BOW: Fixed-Income Offering And Margin Outlook Will Support Future Upside

Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $35.17 to $34.57. They cite modest decreases in projected revenue growth and profit margins as the primary factors for this adjustment.
Actualización de narrativa Nov 17

BOW: Rising Discount Rate Will Drive Increased Future Returns

Analysts have slightly reduced their price target for Bowhead Specialty Holdings from $35.67 to $35.17, citing modest shifts in revenue growth projections and profitability assumptions. Valuation Changes The Fair Value Estimate has decreased slightly from $35.67 to $35.17.
Actualización de narrativa Nov 01

BOW: Follow-On Equity Offering Completion Will Drive Future Market Opportunities

Analysts have maintained their price target for Bowhead Specialty Holdings at $35.67 per share. This reflects consistent expectations for the company's financial performance, based on stable key assumptions in the latest review.
Actualización de narrativa Oct 17

Digital Underwriting And Automation Will Redefine Specialty Risk Solutions

Analysts have revised their price target for Bowhead Specialty Holdings downward from $38.33 to $35.67 per share, citing slightly slower projected revenue growth as the key reason for the adjustment. What's in the News Bowhead Specialty Holdings filed a follow-on equity offering, making 2,000,000 shares of common stock available.
Actualización de narrativa Oct 03

Digital Underwriting And Automation Will Redefine Specialty Risk Solutions

Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $39.17 to $38.33. They cite modestly reduced revenue growth expectations and a lower projected future price-to-earnings ratio.
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Nueva narrativa Jun 01

Baleen Underwriting Will Unlock Specialty Insurance Opportunities

Investment in proprietary technology and data analytics is driving efficient underwriting and margin improvement while supporting premium growth.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Stephen Sills en comparación con los beneficios de Bowhead Specialty Holdings?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$58m

Dec 31 2025US$4mUS$675k

US$54m

Sep 30 2025n/an/a

US$53m

Jun 30 2025n/an/a

US$49m

Mar 31 2025n/an/a

US$43m

Dec 31 2024US$5mUS$669k

US$38m

Compensación vs. Mercado: La compensación total ($USD4.31M) de Stephen está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD3.71M).

Compensación vs. Ingresos: La compensación de Stephen ha sido consistente con los resultados de la empresa en el último año.


CEO

Stephen Sills (77 yo)

5.7yrs
Permanencia
US$4,309,280
Compensación

Mr. Stephen Jay Sills is the Founder of Bowhead Specialty Holdings Inc. He serves as CEO at Bowhead Insurance Company, Inc. and serves as its Treasurer and Director. He serves as Chief Executive Officer, P...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 27.6m
Brad Mulcahey
CFO & Treasurer3.7yrsUS$1.20m0.25%
$ 2.3m
David Newman
Chief Underwriting Officer2.3yrsUS$1.38m0.74%
$ 6.9m
Steven Feltner
Chief Operating Officerno datasin datossin datos
Shirley Yap
Chief Accounting Officer & Head of IRno datasin datos0.17%
$ 1.5m
Bob Spina
Chief Information Officerno datasin datossin datos
H. Crusey
General Counsel & Secretaryno datasin datossin datos
Anna Romano
Head of Marketingno datasin datossin datos
Joshua Hyman
Head of Human Resourcesno datasin datossin datos
Brandon Mezick
Head of Digital Underwritingno datasin datossin datos
Patricia Fitzgerald
Head of Distributionno datasin datossin datos
Dan Gamble
Head of Professional Liabilityno datasin datossin datos
3.7yrs
Permanencia media
70yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BOW se considera experimentado (3.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 27.6m
H. Crusey
General Counsel & Secretaryno datasin datossin datos
David Foy
Independent Director2yrsUS$210.76k0.020%
$ 191.4k
Matthew Botein
Chairman of the Board2yrssin datossin datos
Angela Brock-Kyle
Independent Director2yrsUS$161.52k0.071%
$ 663.8k
Fabian Fondriest
Director2yrsUS$161.52k0.088%
$ 824.8k
Price Lowenstein
Directorless than a yearUS$80.00ksin datos
David Holman
Director2yrsUS$155.34k0.0072%
$ 67.0k
Ava Schnidman
Independent Director1.6yrsUS$160.76k0.012%
$ 111.3k
Itzhak Cohen
Director2yrssin datossin datos
Troy Van Beek
Director2yrssin datossin datos
Thomas Baker
Independent Director2yrsUS$160.76k0.020%
$ 191.4k
2.0yrs
Permanencia media
64yo
Promedio de edad

Junta con experiencia: La junta directiva de BOW no se considera experimentada (2 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 07:34
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bowhead Specialty Holdings Inc. está cubierta por 9 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Matthew CarlettiCitizens JMP Securities, LLC
Pablo Augusto SingzonJ.P. Morgan
Jamminder BhullarJ.P. Morgan