Bowhead Specialty Holdings Inc.

NYSE:BOW Rapport sur les actions

Capitalisation boursière : US$798.6m

Bowhead Specialty Holdings Gestion

Gestion contrôle des critères 3/4

Le PDG Bowhead Specialty Holdings est Stephen Sills, nommé en Sep2020, a un mandat de 5.67 ans. La rémunération annuelle totale est $ 4.31M, composée du salaire de 15.7% et des bonus 84.3%, y compris les actions et options de la société. détient directement 2.96% des actions de la société, d'une valeur de $ 23.62M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.7 ans et 2 ans.

Informations clés

Stephen Sills

Directeur général

US$4.3m

Rémunération totale

Pourcentage du salaire du PDG15.66%
Durée du mandat du directeur général5.7yrs
Propriété du PDG3.0%
Durée moyenne d'occupation des postes de direction3.7yrs
Durée moyenne du mandat des membres du conseil d'administration2yrs

Mises à jour récentes de la gestion

Recent updates

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.

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.

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.

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.

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?

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.

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?

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.

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).

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).

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.

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).

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.

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.

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.

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.

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.
User avatar

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.

Analyse de la rémunération des PDG

Comment la rémunération de Stephen Sills a-t-elle évolué par rapport aux bénéfices de Bowhead Specialty Holdings?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Stephen ($USD 4.31M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 3.61M ).

Rémunération et revenus: La rémunération de Stephen a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Stephen Sills (77 yo)

5.7yrs
Titularisation
US$4,309,280
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 23.6m
Brad Mulcahey
CFO & Treasurer3.7yrsUS$1.20m0.25%
$ 2.0m
David Newman
Chief Underwriting Officer2.3yrsUS$1.38m0.74%
$ 5.9m
Steven Feltner
Chief Operating Officerno datapas de donnéespas de données
Shirley Yap
Chief Accounting Officer & Head of IRno datapas de données0.17%
$ 1.3m
Bob Spina
Chief Information Officerno datapas de donnéespas de données
H. Crusey
General Counsel & Secretaryno datapas de donnéespas de données
Anna Romano
Head of Marketingno datapas de donnéespas de données
Joshua Hyman
Head of Human Resourcesno datapas de donnéespas de données
Brandon Mezick
Head of Digital Underwritingno datapas de donnéespas de données
Patricia Fitzgerald
Head of Distributionno datapas de donnéespas de données
Dan Gamble
Head of Professional Liabilityno datapas de donnéespas de données
3.7yrs
Durée moyenne de l'emploi
69yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BOW est considérée comme expérimentée (ancienneté moyenne 3.7 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 23.6m
H. Crusey
General Counsel & Secretaryno datapas de donnéespas de données
David Foy
Independent Director2yrsUS$210.76k0.020%
$ 163.6k
Matthew Botein
Chairman of the Board2yrspas de donnéespas de données
Angela Brock-Kyle
Independent Director2yrsUS$161.52k0.071%
$ 567.3k
Fabian Fondriest
Director2yrsUS$161.52k0.088%
$ 704.8k
Price Lowenstein
Directorless than a yearUS$80.00kpas de données
David Holman
Director2yrsUS$155.34k0.0072%
$ 57.3k
Ava Schnidman
Independent Director1.6yrsUS$160.76k0.012%
$ 95.1k
Itzhak Cohen
Director2yrspas de donnéespas de données
Troy Van Beek
Director2yrspas de donnéespas de données
Thomas Baker
Independent Director2yrsUS$160.76k0.020%
$ 163.6k
2.0yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la BOW n'est pas considéré comme expérimenté ( 2 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/03 07:19
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Bowhead Specialty Holdings Inc. est couverte par 9 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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