Bowhead Specialty Holdings Gestione
Criteri Gestione verificati 3/4
Bowhead Specialty Holdings Il CEO è Stephen Sills, nominato in Sep2020, e ha un mandato di 5.92 anni. la retribuzione annua totale è $ 4.31M, composta da 15.7% di stipendio e 84.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 4.51% delle azioni della società, per un valore di $ 49.95M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.9 anni e 2.3 anni.
Informazioni chiave
Stephen Sills
Amministratore delegato
US$4.3m
Compenso totale
| Percentuale dello stipendio del CEO | 15.66% |
| Mandato del CEO | 5.9yrs |
| Proprietà del CEO | 4.5% |
| Durata media del management | 3.9yrs |
| Durata media del Consiglio di amministrazione | 2.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 20
BOW: Takeover Offer And Ongoing Probes May Support Balanced Outlook
Analysts have lifted their price target for Bowhead Specialty Holdings from $30.00 to $34.00, citing an updated fair value view that reflects slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E expectations. What’s in the News for Bowhead Specialty Holdings American Family Mutual Insurance Company agreed to acquire Bowhead Specialty Holdings in an all cash transaction valued at about US$1.2b, with shareholders expected to receive US$34.00 per share.Seeking Alpha • Aug 05
Bowhead Specialty: A Great Exit For Shareholders, A Poor Entry For New Buyers
Summary Bowhead Specialty Holdings will be acquired by American Family Mutual Insurance for $34/share, a 2.4x book value multiple and 11% premium. BOW’s rapid premium growth, scalable underwriting, and disciplined profitability justify a higher multiple than recent insurance sector transactions like Safety Insurance. With BOW trading near the offer price, the remaining merger spread offers only 1.2% upside, making the risk/reward unattractive for new investors. At the current price, BOW is a Sell to me: most of the premium has been captured, while the remaining upside does not justify the closing risk. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 22
BOW: Index Reclassification And Higher P E Multiple Will Support Future Upside
Analysts have lifted their price target for Bowhead Specialty Holdings to about $34.14 per share from roughly $31.43, reflecting updated assumptions around fair value, revenue growth, profit margins, and forward P/E expectations. What’s in the News for Bowhead Specialty Holdings Bowhead Specialty Holdings Inc.Aggiornamento narrativa • Jul 06
BOW: Strong Q1 Performance And Index Shift May Support Steady Outlook
Analysts have lifted their fair value estimate for Bowhead Specialty Holdings from $27.00 to $30.00, citing a slightly higher profit margin outlook, a modestly richer future P/E assumption, and a small adjustment to the discount rate. What’s in the News for Bowhead Specialty Holdings Bowhead Specialty Holdings reported Q1 2026 revenues of US$155.7 million, up 26.9% year over year, with results 5.5% above analyst expectations, according to recent earnings coverage.Aggiornamento narrativa • Jun 16
BOW: Higher Fair Value And P E Multiple Should Support Future Upside
Analysts kept their $31.43 price target for Bowhead Specialty Holdings unchanged, citing stable assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their updated models. What’s in the News for Bowhead Specialty Holdings No recent news stories, periodical coverage, or key developments were provided for Bowhead Specialty Holdings in the supplied sources.Aggiornamento narrativa • Jun 01
BOW: Higher Fair Value And P E Multiple Should Support Future Upside
Analysts have raised their price target for Bowhead Specialty Holdings to $31.43 from $29.86, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and forward P/E estimates. What's in the News No recent news items, periodicals, or key developments were provided for Bowhead Specialty Holdings as of 1 Jun 2026.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Nuova 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?Aggiornamento 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.Nuova 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?Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$62m |
| Mar 31 2026 | n/a | n/a | US$58m |
| Dec 31 2025 | US$4m | US$675k | US$54m |
| Sep 30 2025 | n/a | n/a | US$53m |
| Jun 30 2025 | n/a | n/a | US$49m |
| Mar 31 2025 | n/a | n/a | US$43m |
| Dec 31 2024 | US$5m | US$669k | US$38m |
Compensazione vs Mercato: La retribuzione totale di Stephen ($USD 4.31M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 3.54M ).
Compensazione vs guadagni: La retribuzione di Stephen è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Stephen Sills (78 yo)
5.9yrs
Mandato
US$4,309,280
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 5.9yrs | US$4.31m | 4.51% $ 49.9m | |
| CFO & Treasurer | 3.9yrs | US$1.20m | 0.26% $ 2.9m | |
| Chief Underwriting Officer | 2.6yrs | US$1.38m | 0.75% $ 8.3m | |
| Chief Operating Officer | no data | Nessun dato | Nessun dato | |
| Chief Accounting Officer & Head of IR | no data | Nessun dato | 0.18% $ 2.0m | |
| Chief Information Officer | no data | Nessun dato | Nessun dato | |
| General Counsel & Secretary | no data | Nessun dato | Nessun dato | |
| Head of Marketing | no data | Nessun dato | Nessun dato | |
| Head of Human Resources | no data | Nessun dato | Nessun dato | |
| Head of Digital Underwriting | no data | Nessun dato | Nessun dato | |
| Head of Distribution | no data | Nessun dato | Nessun dato | |
| Head of Professional Liability | no data | Nessun dato | Nessun dato |
3.9yrs
Durata media
71yo
Età media
Gestione esperta: Il team dirigenziale di BOW è considerato esperto (durata media dell'incarico 3.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 5.9yrs | US$4.31m | 4.51% $ 49.9m | |
| Independent Director | 2.3yrs | US$210.76k | 0.031% $ 339.3k | |
| Chairman of the Board | 2.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 2.3yrs | US$161.52k | 0.13% $ 1.5m | |
| Director | 2.3yrs | US$161.52k | 0.15% $ 1.7m | |
| Director | less than a year | US$80.00k | 0.010% $ 113.1k | |
| Director | 2.3yrs | US$155.34k | 0.017% $ 192.3k | |
| Independent Director | 1.8yrs | US$160.76k | 0.022% $ 244.8k | |
| Director | 2.3yrs | Nessun dato | Nessun dato | |
| Director | 2.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 2.3yrs | US$160.76k | 0.031% $ 339.3k |
2.3yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di BOW non è considerato esperto (durata media del mandato 2.3 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 15:18 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Bowhead Specialty Holdings Inc. è coperta da 8 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Matthew Carletti | Citizens JMP Securities, LLC |
| Pablo Augusto Singzon | J.P. Morgan |
| Jamminder Bhullar | J.P. Morgan |