Skyward Specialty Insurance Group（SKWD）株式概要
保険持株会社であるSkyward Specialty Insurance Group, Inc.は、米国で商業用損害保険を提供している。 詳細
SKWD Community Fair Values
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Analyst Price Targets
Skyward Specialty Insurance Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$56.35 |
| 52週高値 | US$65.69 |
| 52週安値 | US$40.60 |
| ベータ | 0.32 |
| 1ヶ月の変化 | -9.11% |
| 3ヶ月変化 | 10.93% |
| 1年変化 | 18.31% |
| 3年間の変化 | 133.43% |
| 5年間の変化 | n/a |
| IPOからの変化 | 195.03% |
最新ニュース
ナラティブ更新 • Sep 04
SKWD: Soft Market Repricing Will Test Specialty Mix And Cycle Resilience
Analysts increased the central fair value estimate for Skyward Specialty Insurance Group from about $49 to roughly $57 per share, citing recent price target hikes in the $59 to $72 range. These targets highlight confidence in the company’s focus on higher growth specialty lines and a more profitable business mix.
ナラティブ更新 • Aug 21
SKWD: Specialty Shift And Buybacks Will Support Resilience Through Softer Market Cycle
Analysts have raised their price targets on Skyward Specialty Insurance Group to a range of $65 to $72, supporting a higher fair value estimate of about $70.55, in response to the company’s recent growth and margin performance and its focus on higher growth specialty lines while trimming lower profit business. Analyst Commentary Recent research on Skyward Specialty Insurance Group points to renewed attention on how the company is executing its specialty focus, managing pricing conditions, and converting that into earnings quality and valuation support.Recent updates
ナラティブ更新 • Sep 04
SKWD: Soft Market Repricing Will Test Specialty Mix And Cycle Resilience
Analysts increased the central fair value estimate for Skyward Specialty Insurance Group from about $49 to roughly $57 per share, citing recent price target hikes in the $59 to $72 range. These targets highlight confidence in the company’s focus on higher growth specialty lines and a more profitable business mix.ナラティブ更新 • Aug 21
SKWD: Specialty Shift And Buybacks Will Support Resilience Through Softer Market Cycle
Analysts have raised their price targets on Skyward Specialty Insurance Group to a range of $65 to $72, supporting a higher fair value estimate of about $70.55, in response to the company’s recent growth and margin performance and its focus on higher growth specialty lines while trimming lower profit business. Analyst Commentary Recent research on Skyward Specialty Insurance Group points to renewed attention on how the company is executing its specialty focus, managing pricing conditions, and converting that into earnings quality and valuation support.ナラティブ更新 • Aug 07
SKWD: Specialty Focus And Buybacks Will Shape Resilience In Softer Pricing Cycles
Analysts have lifted their average price target on Skyward Specialty Insurance Group from $63.50 to about $66.64, citing recent target hikes into the $65 to $72 range and research that highlights its focus on higher growth specialty lines and potential resilience as pricing softens across parts of the insurance market. Analyst Commentary Recent research on Skyward Specialty Insurance Group has focused on how the company is positioned as pricing conditions change across commercial lines.
ナラティブ更新 • Jun 23
SKWD: Apollo Integration And Fee-Based Portfolio Will Drive Future Earnings Profile
Analysts have adjusted their price targets on Skyward Specialty Insurance Group, with recent changes in revenue growth, profit margin and future P/E assumptions supporting a revised fair value estimate that now suggests a refined outlook of about $78 per share. Analyst Commentary Recent Street research on Skyward Specialty Insurance Group highlights a generally constructive stance, with analysts pointing to the company’s positioning in specialty commercial lines, its product breadth, and management approach as key supports for the current valuation framework.分析記事 • Jun 18
Skyward Specialty Insurance Group (SKWD) Stock Could Be 20.5% Undervalued After Apollo Acquisition
Skyward Specialty Insurance Group (SKWD) is drawing fresh attention after acquiring Apollo Group Holdings, a move that broadens its specialty insurance offerings and sharpens its focus on niche, underserved commercial markets. See our latest analysis for Skyward Specialty Insurance Group. Skyward Specialty Insurance Group’s recent Apollo deal comes on the back of firm price momentum, with a 90 day share price return of 21.95% and a 30 day share price return of 5.56%. However, the 1 year total...Seeking Alpha • Jun 10
Skyward Specialty: A Good Combination Of Value And Growth Following Its De-Rating
Summary Skyward Specialty Insurance Group has enhanced its investment case with the strategic Apollo acquisition, expanding specialty lines and diversifying income streams. SKWD's Q1 2026 results exceeded expectations, with net written premiums up 43% and a strong combined ratio of 89.5%, reflecting resilient underwriting performance. The Apollo deal shifts SKWD's income mix toward more recurring fee-based revenue, reducing exposure to loss events and supporting long-term earnings stability. Despite robust profitability (ROE ~18%), SKWD trades at a discount to peers at 1.7x book, presenting a compelling value and growth opportunity in the P&C sector. Read the full article on Seeking Alphaナラティブ更新 • Jun 06
SKWD: Apollo Acquisition And Specialty Focus Will Shape Future Earnings Profile
Analysts have adjusted the price target on Skyward Specialty Insurance Group by $2.02, reflecting updated views on its fair value, discount rate, revenue growth, profit margin and future P/E after recent mixed price target changes from the Street. Analyst Commentary Recent Street research on Skyward Specialty Insurance Group reflects a mix of views on valuation, but there are clear pockets of optimism where bullish analysts are leaning into the stock's execution and potential.ナラティブ更新 • May 01
SKWD: Soft Market Repricing Will Test Power Expansion And Margin Resilience
Analysts have maintained their fair value estimate for Skyward Specialty Insurance Group at $49.00. This reflects recent mixed price target revisions and a view that modestly higher revenue growth and a slightly lower future P/E are offset by a marginally softer profit margin outlook.ナラティブ更新 • Apr 17
SKWD: Soft Market Repricing Will Test Niche Expansion And ROE Story
Analysts have reduced their consolidated price target for Skyward Specialty Insurance Group by $5 to $55, reflecting a more conservative stance on valuation in a soft market. They still highlight solid growth and return on equity as key supports for the investment case.ナラティブ更新 • Apr 03
SKWD: Apollo Acquisition And Niche Expansion Will Shape Soft Market Upside
The analyst fair value estimate for Skyward Specialty Insurance Group has moved from $45.00 to $49.00 as analysts factor in updated price targets in the $55 to $70 range, citing the company's business mix, recent acquisition of Apollo Group Holdings, and views on growth, return on equity, and valuation in a soft property and casualty market. Analyst Commentary Recent research updates on Skyward Specialty Insurance Group show a mix of optimism and caution, with targets clustered between $55 and $70.ナラティブ更新 • Mar 20
SKWD: Apollo Deal And Niche Expansion Will Shape Soft Market Tradeoff
Analysts have reduced the fair value estimate for Skyward Specialty Insurance Group to $45.00 from $49.00, reflecting slightly more conservative assumptions on growth and profitability, even as recent Street price targets cluster in a higher $55.00 to $70.00 range. Analyst Commentary Street research on Skyward Specialty Insurance Group has recently centered on how to balance the company’s growth profile with a more cautious stance on valuation in a softer property and casualty market.ナラティブ更新 • Mar 04
SKWD: Apollo Acquisition And Niche Expansion Will Reshape Future Earnings Power
Analyst price targets for Skyward Specialty Insurance Group currently cluster in a wide range from $55 to $70, and our fair value estimate edges slightly lower to about $79.93 as analysts factor in more moderate revenue growth, a marginally softer profit margin outlook, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Skyward Specialty Insurance Group shows a generally constructive tone, even as price targets span a wide range.ナラティブ更新 • Feb 17
SKWD: Apollo Acquisition Will Reshape Earnings Power In Specialty Insurance
Analysts have raised their fair value estimate for Skyward Specialty Insurance Group from $70.00 to $80.00, reflecting updated assumptions on revenue growth, profitability, P/E expectations, and recent Street research that highlights an attractive business mix and potential upside from the Apollo Group Holdings acquisition. Analyst Commentary Bullish analysts are leaning into a more constructive view on Skyward Specialty Insurance Group, pointing to an attractive business mix and the potential contribution from the Apollo Group Holdings acquisition as key supports for higher fair value assumptions.ナラティブ更新 • Feb 03
SKWD: Apollo Deal And Niche Lines Will Shape Future Risk Balance
Analysts have nudged their price targets for Skyward Specialty Insurance Group higher by a few dollars per share, citing the company's business mix and the expected contribution from the Apollo Group Holdings acquisition as key supports for their updated view. Analyst Commentary Recent Street research has highlighted a generally constructive view on Skyward Specialty Insurance Group, with attention on the company’s business mix and the planned contribution from Apollo Group Holdings.ナラティブ更新 • Jan 20
SKWD: Apollo Deal And Niche Expansion Will Frame Balanced Risk Profile
Analysts have nudged their price expectations for Skyward Specialty Insurance higher, pointing to a refreshed blended target in the low to mid US$60s. They highlight the company’s business mix and recent Apollo Group acquisition, along with updated views on growth, margins and forward P/E assumptions.ナラティブ更新 • Jan 06
SKWD: Underwriting Execution And Lower Catastrophe Losses Will Support Upside
Analysts have raised their price target for Skyward Specialty Insurance Group from US$61.00 to US$63.50, citing stronger than anticipated top-line performance, solid underwriting outcomes, and lower catastrophe losses as the main factors supporting the revised outlook. Analyst Commentary Analysts are updating their views on Skyward Specialty Insurance Group following the latest quarterly results, focusing on how recent execution could influence valuation and future growth expectations.ナラティブ更新 • Dec 15
SKWD: Apollo Acquisition And Niche Expansion Will Shape Balanced Risk Reward
Analysts have raised their price target on Skyward Specialty Insurance Group to $49.00 from $43.68, citing stronger than expected top line growth, resilient underwriting performance, and an enhanced competitive position supported by favorable peer valuation comparisons and the pending Apollo Group acquisition. Analyst Commentary Recent Street research reflects a generally positive fundamental view on Skyward Specialty Insurance Group, with analysts highlighting faster than expected premium growth, solid underwriting discipline, and the strategic benefits of the pending Apollo Group acquisition.Seeking Alpha • Apr 08
Skyward Specialty: A Company With A Niche Strategy
Summary Skyward Specialty's execution of the "Rule Our Niche" strategy has been working with 19% growth in GWP. The company has had over 9 upward revisions in the last 90 days. The company has had a taste of 3 catastrophic losses in 2024, and they managed these losses well. Skywest uses technology and advanced analytics in pricing their premium rates. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Skyward Specialty Doesn't Offer Much Upside Right Now
Summary Skyward Specialty Insurance Group, Inc. trades at a premium to its historical valuation and peers, and does not distribute dividends, making it less attractive for long-term investors. The company focuses on specialty Property & Casualty insurance lines underserved by traditional carriers, leveraging technology for competitive advantage. Despite strong growth in gross written premiums, Skyward's combined ratio remains at 91%, indicating room for improvement in underwriting profitability. SKWD stock's valuation at 2.5x book value is fair compared to peers, but current pricing offers limited value for long-term investors without a pullback. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Skyward Specialty: Strong Long-Term Growth Potential Worth Adding To My Watchlist
Summary Skyward Specialty Insurance is highly profitable with strong income growth, driven by its focus on niche commercial markets like renewable energy and other under-served sectors. Lower interest rates can support Skyward Specialty Insurance by reducing borrowing costs, enhancing investment income, and potentially increasing demand. The recent spike in stock price gives me reason to wait for a more favorable buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Skyward Specialty Shows Solid Growth
Summary Skyward Specialty Insurance Group has shown good financial performance, with increasing gross premiums, investment income, and net income, despite impacts from hurricanes. The combined ratio remains stable and better than the industry average but needs monitoring for future trends. Skyward's balance sheet is conservatively managed, with a focus on high-quality fixed income securities, minimizing investment risk. Despite a substantial share price increase, Skyward is a solid investment with growth potential, justified by sound financials, strategic use of technology and experienced management. Read the full article on Seeking Alpha
新しいナラティブ • Sep 13
Tactical Moves And Diversified Portfolio Propel Underwriting Profitability And Financial Health
Diversifying underwriting divisions under the Rule our Niche strategy significantly boosts revenue growth and net margins by achieving top quartile underwriting profitability.分析記事 • Jul 17
Here's Why We Think Skyward Specialty Insurance Group (NASDAQ:SKWD) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • May 05
Skyward Specialty Insurance Group, Inc. Just Recorded A 46% EPS Beat: Here's What Analysts Are Forecasting Next
Skyward Specialty Insurance Group, Inc. ( NASDAQ:SKWD ) defied analyst predictions to release its quarterly results...株主還元
| SKWD | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 0.05% | -2.6% | -0.2% |
| 1Y | 18.3% | 2.9% | 14.8% |
業界別リターン: SKWD過去 1 年間で2.9 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: SKWD過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| SKWD volatility | |
|---|---|
| SKWD Average Weekly Movement | 5.4% |
| Insurance Industry Average Movement | 4.8% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: SKWD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SKWDの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2006 | 611 | Andrew Robinson | skywardinsurance.com |
保険持株会社であるSkyward Specialty Insurance Group, Inc.は、米国で商業用損害保険および傷害保険を提供している。一般損害賠償責任保険、超過損害賠償責任保険、専門職業賠償責任保険、サイバー損害賠償責任保険、メディア損害賠償責任保険、商業用自動車保険、団体傷害保険、財産保険、農業保険、信用保険、保証保険、労働者災害補償保険、財産保険、農業保険、信用保険の専門再保険を提供している。同社は以前はヒューストン・インターナショナル・インシュアランス・グループ社として知られていたが、2020年11月にスカイワード・スペシャルティ・インシュアランス・グループ社に社名を変更した。スカイワード・スペシャルティ・インシュアランス・グループは2006年に法人化され、テキサス州ヒューストンを拠点としている。
Skyward Specialty Insurance Group, Inc. 基礎のまとめ
| SKWD 基礎統計学 | |
|---|---|
| 時価総額 | US$2.51b |
| 収益（TTM） | US$187.90m |
| 売上高(TTM) | US$1.73b |
13.3x
PER（株価収益率1.4x
P/SレシオSKWD は割高か？
公正価値と評価分析を参照収益と収入
| SKWD 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.73b |
| 売上原価 | US$1.21b |
| 売上総利益 | US$528.03m |
| その他の費用 | US$340.13m |
| 収益 | US$187.90m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.23 |
| グロス・マージン | 30.46% |
| 純利益率 | 10.84% |
| 有利子負債／自己資本比率 | 34.5% |
SKWD の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/09 09:37 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Skyward Specialty Insurance Group, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Taylor Scott | Barclays |
| Tracy Dolin-Benguigui | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |