View Financial HealthBowhead Specialty Holdings 配当と自社株買い配当金 基準チェック /06Bowhead Specialty Holdings配当金を支払った記録がありません。主要情報n/a配当利回り0.4%バイバック利回り総株主利回り0.4%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesSeeking Alpha • Aug 05Bowhead Specialty: A Great Exit For Shareholders, A Poor Entry For New BuyersSummary 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 AlphaReported Earnings • Aug 04Second quarter 2026 earnings: EPS in line with expectations, revenues disappointSecond quarter 2026 results: EPS: US$0.48 (up from US$0.38 in 2Q 2025). Revenue: US$163.9m (up 23% from 2Q 2025). Net income: US$16.1m (up 31% from 2Q 2025). Profit margin: 9.8% (in line with 2Q 2025). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Insurance industry in the US.お知らせ • Aug 04American Family Mutual Insurance Company, S.I. entered into a definitive agreement to acquire the remaining 84.8% majority stake in Bowhead Specialty Holdings Inc. (NYSE:BOW) for $1 billion.American Family Mutual Insurance Company, S.I. entered into a definitive agreement to acquire the remaining 84.8% majority stake in Bowhead Specialty Holdings Inc. (NYSE:BOW) for $1 billion on August 2, 2026. Under the terms of the transaction, each Bowhead stockholder will receive $34.00 per share in cash, representing an 11% premium to Bowhead’s closing share price on July 31, 2026. American Family will fund the purchase through cash and other liquid investments on hand. Upon completion of the transaction, Bowhead will operate as a standalone entity within the American Family platform. Stephen Sills will continue as Chief Executive Officer and President of Bowhead, and the Bowhead name and brand will remain the same. In case of termination of transaction, seller will pay a termination fee of $35 million. The consummation of the merger is subject to the satisfaction or waiver of customary closing conditions, including, among others, (a) approvals of Bowhead’s stockholders, (b) the absence of any law or governmental order (whether temporary, preliminary or permanent) that is in effect and prevents or prohibits consummation of the Merger, (c) the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended (the “HSR Act”), and the receipt of required regulatory approvals from insurance regulators in Wisconsin and Texas. Ardea Partners LP acted as financial advisor and fairness opinion provider while Todd Freed, Jon Hlafter, Dwight Yoo, Page Griffin, and Jessica Hough of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Bowhead Specialty Holdings Inc. Keefe, Bruyette & Woods, Inc. acted as financial advisor and Brian Hamilton, David Luce, and John Karol of Willkie Farr & Gallagher LLP acted as legal advisor for American Family Mutual Insurance Company, S.I.ナラティブ更新 • Jul 22BOW: Index Reclassification And Higher P E Multiple Will Support Future UpsideAnalysts 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.お知らせ • Jul 07Bowhead Specialty Holdings Inc. to Report Q2, 2026 Results on Aug 04, 2026Bowhead Specialty Holdings Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Aug 04, 2026ナラティブ更新 • Jul 06BOW: Strong Q1 Performance And Index Shift May Support Steady OutlookAnalysts 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.お知らせ • Jun 29+ 4 more updatesBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 3000 Growth BenchmarkBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 3000 Growth Benchmarkナラティブ更新 • Jun 16BOW: Higher Fair Value And P E Multiple Should Support Future UpsideAnalysts 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.ナラティブ更新 • Jun 01BOW: Higher Fair Value And P E Multiple Should Support Future UpsideAnalysts 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.分析記事 • May 08Bowhead Specialty Holdings Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.48 (up from US$0.35 in 1Q 2025). Revenue: US$155.7m (up 27% from 1Q 2025). Net income: US$16.0m (up 40% from 1Q 2025). Profit margin: 10% (up from 9.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Insurance industry in the US.ナラティブ更新 • May 01BOW: Stable Discount Rate And Higher Future P E Multiple Should Support UpsideAnalysts 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.ナラティブ更新 • Apr 15BOW: Stable Discount Rate And Improved Margin Outlook Will Support Upside PotentialAnalysts 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.ナラティブ更新 • Apr 01BOW: Unchanged Discount Rate And Stable P/E Will Support Upside PotentialAnalysts 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.お知らせ • Mar 30Bowhead Specialty Holdings Inc. to Report Q1, 2026 Results on May 05, 2026Bowhead Specialty Holdings Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on May 05, 2026ナラティブ更新 • Mar 17BOW: Stable Assumptions And Future P/E Will Support Upside PotentialNarrative 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.お知らせ • Mar 17Bowhead Specialty Holdings Inc., Annual General Meeting, Apr 30, 2026Bowhead Specialty Holdings Inc., Annual General Meeting, Apr 30, 2026.新しいナラティブ • Mar 14Digital Underwriting Strength Will Drive Long Term Value For This Specialty InsurerCatalysts 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?ナラティブ更新 • Mar 03BOW: Higher Growth Outlook And Lower Multiple Will Support Upside PotentialAnalysts 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.新しいナラティブ • Feb 28Digital Underwriting And Casualty Market Tailwinds Will Support A Steady Future Earnings ProfileCatalysts 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?Price Target Changed • Feb 26Price target decreased by 8.8% to US$31.29Down from US$34.29, the current price target is an average from 7 analysts. New target price is 25% above last closing price of US$25.04. Stock is down 24% over the past year. The company is forecast to post earnings per share of US$1.96 for next year compared to US$1.64 last year.Reported Earnings • Feb 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.59 (up from US$1.31 in FY 2024). Revenue: US$551.6m (up 30% from FY 2024). Net income: US$53.8m (up 41% from FY 2024). Profit margin: 9.8% (in line with FY 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Insurance industry in the US.ナラティブ更新 • Feb 17BOW: New Co Lead Underwriter Will Support Upcoming Fixed-Income OfferingAnalysts 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.ナラティブ更新 • Feb 03BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support UpsideAnalysts 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).お知らせ • Jan 28Bowhead Specialty Holdings Inc. to Report Q4, 2025 Results on Feb 24, 2026Bowhead Specialty Holdings Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 24, 2026ナラティブ更新 • Jan 20BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support UpsideAnalysts 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).ナラティブ更新 • Jan 05BOW: Fixed-Income Offering And Underwriter Addition Will Support Future UpsideAnalysts 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.ナラティブ更新 • Dec 15BOW: Fixed-Income Offering Will Support Future Upside PotentialAnalysts 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).ナラティブ更新 • Dec 01BOW: Fixed-Income Offering And Margin Outlook Will Support Future UpsideAnalysts 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.ナラティブ更新 • Nov 17BOW: Rising Discount Rate Will Drive Increased Future ReturnsAnalysts 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.Reported Earnings • Nov 04Second quarter 2025 earnings released: EPS: US$0.38 (vs US$0.20 in 2Q 2024)Second quarter 2025 results: EPS: US$0.38 (up from US$0.20 in 2Q 2024). Revenue: US$133.3m (up 35% from 2Q 2024). Net income: US$12.3m (up 123% from 2Q 2024). Profit margin: 9.3% (up from 5.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US.Buy Or Sell Opportunity • Nov 04Now 25% overvaluedOver the last 90 days, the stock has fallen 21% to US$25.45. The fair value is estimated to be US$20.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has grown by 45%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.ナラティブ更新 • Nov 01BOW: Follow-On Equity Offering Completion Will Drive Future Market OpportunitiesAnalysts 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.ナラティブ更新 • Oct 17Digital Underwriting And Automation Will Redefine Specialty Risk SolutionsAnalysts 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.お知らせ • Oct 10Bowhead Specialty Holdings Inc. to Report Q3, 2025 Results on Nov 04, 2025Bowhead Specialty Holdings Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 04, 2025Price Target Changed • Oct 09Price target decreased by 7.7% to US$36.17Down from US$39.17, the current price target is an average from 6 analysts. New target price is 39% above last closing price of US$25.97. Stock is down 8.7% over the past year. The company is forecast to post earnings per share of US$1.58 for next year compared to US$1.31 last year.お知らせ • Oct 03Bowhead Specialty Holdings Inc. Elects Price Lowenstein to the Board, Effective October 2, 2025On October 2, 2025, the board of directors (the “Board”) of Bowhead Specialty Holdings Inc. (the “Company”) elected Price Lowenstein to the Board, effective October 2, 2025. In connection with the election of Mr. Lowenstein, the Board increased the size of the Board from ten to eleven members. Mr. Lowenstein has been appointed to serve on the Compensation, Nominating and Corporate Governance Committee of the Board (the "CNCG Committee"), effective October 2, 2025. Following Mr. Lowenstein's appointment, the CNCG Committee will be comprised of Ava Schnidman, David Holman, and Mr. Lowenstein. Mr. Lowenstein will serve until his successor is duly elected and qualified or until his death, resignation or removal, whichever is earliest to occur. Mr. Lowenstein will stand for re-election at the Company’s next annual meeting of stockholders to be held in 2026 as a Class II director whose term will expire at the Company’s 2029 annual meeting of stockholders. Mr. Lowenstein retired in 2023 from Sovereign Risk Insurance Limited (“SRI”), which he founded in 1997, and most recently served as Chairman from July 2022 to January 2023. SRI is a managing general agent which underwrites political and sovereign credit risks in emerging markets. Mr. Lowenstein was the President & CEO of SRI from July 1997 to July 2022. Subsequent to retiring from SRI, Mr. Lowenstein joined and currently sits on the boards of directors of The Green Guarantee Company and the [board of managers] of PEFCO Finance Servicer LLC. Mr. Lowenstein received a B.A. in International Relations from Colorado College, and an M.A. in International Relations and Chinese Studies from the Johns Hopkins School of Advanced International Studies.ナラティブ更新 • Oct 03Digital Underwriting And Automation Will Redefine Specialty Risk SolutionsAnalysts 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.お知らせ • Aug 07Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering in the amount of $61.32 million.Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering in the amount of $61.32 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,000,000 Price\Range: $30.66Reported Earnings • Aug 05Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: US$0.36 (up from US$0.20 in 2Q 2024). Revenue: US$133.3m (up 35% from 2Q 2024). Net income: US$12.3m (up 123% from 2Q 2024). Profit margin: 9.3% (up from 5.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Insurance industry in the US.お知らせ • Jul 10Bowhead Specialty Holdings Inc. to Report Q2, 2025 Results on Aug 05, 2025Bowhead Specialty Holdings Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 05, 2025お知らせ • Jun 30+ 9 more updatesBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 2500 Value IndexBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 2500 Value IndexBuy Or Sell Opportunity • Jun 05Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to US$36.02. The fair value is estimated to be US$45.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 22% in a year. Earnings are forecast to grow by 37% in the next year.新しいナラティブ • Jun 01Baleen Underwriting Will Unlock Specialty Insurance Opportunities Investment in proprietary technology and data analytics is driving efficient underwriting and margin improvement while supporting premium growth. Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.34 (up from US$0.29 in 1Q 2024). Revenue: US$122.7m (up 35% from 1Q 2024). Net income: US$11.4m (up 63% from 1Q 2024). Profit margin: 9.3% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US.お知らせ • Apr 09Bowhead Specialty Holdings Inc. to Report Q1, 2025 Results on May 06, 2025Bowhead Specialty Holdings Inc. announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on May 06, 2025Buy Or Sell Opportunity • Mar 21Now 22% undervaluedOver the last 90 days, the stock has risen 9.3% to US$37.70. The fair value is estimated to be US$48.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 25%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Reported Earnings • Feb 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.29 (up from US$1.04 in FY 2023). Revenue: US$425.7m (up 50% from FY 2023). Net income: US$38.2m (up 53% from FY 2023). Profit margin: 9.0% (up from 8.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US.お知らせ • Feb 05Bowhead Specialty Holdings Inc. to Report Q4, 2024 Results on Feb 25, 2025Bowhead Specialty Holdings Inc. announced that they will report Q4, 2024 results at 7:00 AM, Eastern Standard Time on Feb 25, 2025お知らせ • Dec 23Bowhead Specialty Holdings Inc., Annual General Meeting, May 01, 2025Bowhead Specialty Holdings Inc., Annual General Meeting, May 01, 2025.Buy Or Sell Opportunity • Dec 10Now 22% undervaluedOver the last 90 days, the stock has risen 18% to US$35.73. The fair value is estimated to be US$45.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 50% in 2 years. Earnings are forecast to grow by 125% in the next 2 years.Reported Earnings • Nov 06Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.37. Net income: US$12.1m (up US$12.1m from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US.お知らせ • Oct 25Bowhead Specialty Holdings Inc. has completed a Follow-on Equity Offering in the amount of $116 million.Bowhead Specialty Holdings Inc. has completed a Follow-on Equity Offering in the amount of $116 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,000,000 Price\Range: $29 Discount Per Security: $1.305お知らせ • Oct 22Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering.Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,000,000お知らせ • Oct 16Bowhead Specialty Holdings Inc. to Report Q3, 2024 Results on Nov 05, 2024Bowhead Specialty Holdings Inc. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 05, 2024Major Estimate Revision • Aug 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$398.9m to US$405.6m. EPS estimate increased from US$1.05 to US$1.16 per share. Net income forecast to grow 62% next year vs 18% growth forecast for Insurance industry in the US. Consensus price target broadly unchanged at US$29.60. Share price was steady at US$26.89 over the past week.Reported Earnings • Aug 07Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: US$0.20. Net income: US$5.53m (up US$5.53m from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 73%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US.お知らせ • Jul 17Bowhead Specialty Holdings Inc. to Report Q2, 2024 Results on Aug 06, 2024Bowhead Specialty Holdings Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 06, 2024Recent Insider Transactions • May 30Chief Underwriting Officer recently bought US$269k worth of stockOn the 28th of May, David Newman bought around 11k shares on-market at roughly US$25.59 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • May 23Bowhead Specialty Holdings Inc. has completed an IPO in the amount of $128.000004 million.Bowhead Specialty Holdings Inc. has completed an IPO in the amount of $128.000004 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 7,529,412 Price\Range: $17 Transaction Features: Reserved Share OfferingBoard Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director David Foy was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: BOWの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: BOWの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Bowhead Specialty Holdings 配当利回り対市場BOW 配当利回りは市場と比べてどうか?セグメント配当利回り会社 (BOW)n/a市場下位25% (US)1.3%市場トップ25% (US)4.0%業界平均 (Insurance)2.4%アナリスト予想 (BOW) (最長3年)0%注目すべき配当: BOWは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: BOWは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: BOWの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: BOWが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management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2026/08/07 20:35終値2026/08/07 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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・構築した世界トップクラスのチームについてご紹介します。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Bowhead Specialty Holdings Inc. 5 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。8 アナリスト機関Matthew CarlettiCitizens JMP Securities, LLCPablo Augusto SingzonJ.P. MorganJamminder BhullarJ.P. Morgan5 その他のアナリストを表示
Seeking Alpha • Aug 05Bowhead Specialty: A Great Exit For Shareholders, A Poor Entry For New BuyersSummary 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
Reported Earnings • Aug 04Second quarter 2026 earnings: EPS in line with expectations, revenues disappointSecond quarter 2026 results: EPS: US$0.48 (up from US$0.38 in 2Q 2025). Revenue: US$163.9m (up 23% from 2Q 2025). Net income: US$16.1m (up 31% from 2Q 2025). Profit margin: 9.8% (in line with 2Q 2025). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Insurance industry in the US.
お知らせ • Aug 04American Family Mutual Insurance Company, S.I. entered into a definitive agreement to acquire the remaining 84.8% majority stake in Bowhead Specialty Holdings Inc. (NYSE:BOW) for $1 billion.American Family Mutual Insurance Company, S.I. entered into a definitive agreement to acquire the remaining 84.8% majority stake in Bowhead Specialty Holdings Inc. (NYSE:BOW) for $1 billion on August 2, 2026. Under the terms of the transaction, each Bowhead stockholder will receive $34.00 per share in cash, representing an 11% premium to Bowhead’s closing share price on July 31, 2026. American Family will fund the purchase through cash and other liquid investments on hand. Upon completion of the transaction, Bowhead will operate as a standalone entity within the American Family platform. Stephen Sills will continue as Chief Executive Officer and President of Bowhead, and the Bowhead name and brand will remain the same. In case of termination of transaction, seller will pay a termination fee of $35 million. The consummation of the merger is subject to the satisfaction or waiver of customary closing conditions, including, among others, (a) approvals of Bowhead’s stockholders, (b) the absence of any law or governmental order (whether temporary, preliminary or permanent) that is in effect and prevents or prohibits consummation of the Merger, (c) the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended (the “HSR Act”), and the receipt of required regulatory approvals from insurance regulators in Wisconsin and Texas. Ardea Partners LP acted as financial advisor and fairness opinion provider while Todd Freed, Jon Hlafter, Dwight Yoo, Page Griffin, and Jessica Hough of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Bowhead Specialty Holdings Inc. Keefe, Bruyette & Woods, Inc. acted as financial advisor and Brian Hamilton, David Luce, and John Karol of Willkie Farr & Gallagher LLP acted as legal advisor for American Family Mutual Insurance Company, S.I.
ナラティブ更新 • Jul 22BOW: Index Reclassification And Higher P E Multiple Will Support Future UpsideAnalysts 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.
お知らせ • Jul 07Bowhead Specialty Holdings Inc. to Report Q2, 2026 Results on Aug 04, 2026Bowhead Specialty Holdings Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Aug 04, 2026
ナラティブ更新 • Jul 06BOW: Strong Q1 Performance And Index Shift May Support Steady OutlookAnalysts 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.
お知らせ • Jun 29+ 4 more updatesBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 3000 Growth BenchmarkBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 3000 Growth Benchmark
ナラティブ更新 • Jun 16BOW: Higher Fair Value And P E Multiple Should Support Future UpsideAnalysts 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.
ナラティブ更新 • Jun 01BOW: Higher Fair Value And P E Multiple Should Support Future UpsideAnalysts 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.
分析記事 • May 08Bowhead Specialty Holdings Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.48 (up from US$0.35 in 1Q 2025). Revenue: US$155.7m (up 27% from 1Q 2025). Net income: US$16.0m (up 40% from 1Q 2025). Profit margin: 10% (up from 9.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Insurance industry in the US.
ナラティブ更新 • May 01BOW: Stable Discount Rate And Higher Future P E Multiple Should Support UpsideAnalysts 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.
ナラティブ更新 • Apr 15BOW: Stable Discount Rate And Improved Margin Outlook Will Support Upside PotentialAnalysts 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.
ナラティブ更新 • Apr 01BOW: Unchanged Discount Rate And Stable P/E Will Support Upside PotentialAnalysts 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.
お知らせ • Mar 30Bowhead Specialty Holdings Inc. to Report Q1, 2026 Results on May 05, 2026Bowhead Specialty Holdings Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on May 05, 2026
ナラティブ更新 • Mar 17BOW: Stable Assumptions And Future P/E Will Support Upside PotentialNarrative 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.
お知らせ • Mar 17Bowhead Specialty Holdings Inc., Annual General Meeting, Apr 30, 2026Bowhead Specialty Holdings Inc., Annual General Meeting, Apr 30, 2026.
新しいナラティブ • Mar 14Digital Underwriting Strength Will Drive Long Term Value For This Specialty InsurerCatalysts 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?
ナラティブ更新 • Mar 03BOW: Higher Growth Outlook And Lower Multiple Will Support Upside PotentialAnalysts 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.
新しいナラティブ • Feb 28Digital Underwriting And Casualty Market Tailwinds Will Support A Steady Future Earnings ProfileCatalysts 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?
Price Target Changed • Feb 26Price target decreased by 8.8% to US$31.29Down from US$34.29, the current price target is an average from 7 analysts. New target price is 25% above last closing price of US$25.04. Stock is down 24% over the past year. The company is forecast to post earnings per share of US$1.96 for next year compared to US$1.64 last year.
Reported Earnings • Feb 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.59 (up from US$1.31 in FY 2024). Revenue: US$551.6m (up 30% from FY 2024). Net income: US$53.8m (up 41% from FY 2024). Profit margin: 9.8% (in line with FY 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Insurance industry in the US.
ナラティブ更新 • Feb 17BOW: New Co Lead Underwriter Will Support Upcoming Fixed-Income OfferingAnalysts 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.
ナラティブ更新 • Feb 03BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support UpsideAnalysts 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).
お知らせ • Jan 28Bowhead Specialty Holdings Inc. to Report Q4, 2025 Results on Feb 24, 2026Bowhead Specialty Holdings Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 24, 2026
ナラティブ更新 • Jan 20BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support UpsideAnalysts 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).
ナラティブ更新 • Jan 05BOW: Fixed-Income Offering And Underwriter Addition Will Support Future UpsideAnalysts 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.
ナラティブ更新 • Dec 15BOW: Fixed-Income Offering Will Support Future Upside PotentialAnalysts 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).
ナラティブ更新 • Dec 01BOW: Fixed-Income Offering And Margin Outlook Will Support Future UpsideAnalysts 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.
ナラティブ更新 • Nov 17BOW: Rising Discount Rate Will Drive Increased Future ReturnsAnalysts 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.
Reported Earnings • Nov 04Second quarter 2025 earnings released: EPS: US$0.38 (vs US$0.20 in 2Q 2024)Second quarter 2025 results: EPS: US$0.38 (up from US$0.20 in 2Q 2024). Revenue: US$133.3m (up 35% from 2Q 2024). Net income: US$12.3m (up 123% from 2Q 2024). Profit margin: 9.3% (up from 5.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US.
Buy Or Sell Opportunity • Nov 04Now 25% overvaluedOver the last 90 days, the stock has fallen 21% to US$25.45. The fair value is estimated to be US$20.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has grown by 45%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.
ナラティブ更新 • Nov 01BOW: Follow-On Equity Offering Completion Will Drive Future Market OpportunitiesAnalysts 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.
ナラティブ更新 • Oct 17Digital Underwriting And Automation Will Redefine Specialty Risk SolutionsAnalysts 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.
お知らせ • Oct 10Bowhead Specialty Holdings Inc. to Report Q3, 2025 Results on Nov 04, 2025Bowhead Specialty Holdings Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 04, 2025
Price Target Changed • Oct 09Price target decreased by 7.7% to US$36.17Down from US$39.17, the current price target is an average from 6 analysts. New target price is 39% above last closing price of US$25.97. Stock is down 8.7% over the past year. The company is forecast to post earnings per share of US$1.58 for next year compared to US$1.31 last year.
お知らせ • Oct 03Bowhead Specialty Holdings Inc. Elects Price Lowenstein to the Board, Effective October 2, 2025On October 2, 2025, the board of directors (the “Board”) of Bowhead Specialty Holdings Inc. (the “Company”) elected Price Lowenstein to the Board, effective October 2, 2025. In connection with the election of Mr. Lowenstein, the Board increased the size of the Board from ten to eleven members. Mr. Lowenstein has been appointed to serve on the Compensation, Nominating and Corporate Governance Committee of the Board (the "CNCG Committee"), effective October 2, 2025. Following Mr. Lowenstein's appointment, the CNCG Committee will be comprised of Ava Schnidman, David Holman, and Mr. Lowenstein. Mr. Lowenstein will serve until his successor is duly elected and qualified or until his death, resignation or removal, whichever is earliest to occur. Mr. Lowenstein will stand for re-election at the Company’s next annual meeting of stockholders to be held in 2026 as a Class II director whose term will expire at the Company’s 2029 annual meeting of stockholders. Mr. Lowenstein retired in 2023 from Sovereign Risk Insurance Limited (“SRI”), which he founded in 1997, and most recently served as Chairman from July 2022 to January 2023. SRI is a managing general agent which underwrites political and sovereign credit risks in emerging markets. Mr. Lowenstein was the President & CEO of SRI from July 1997 to July 2022. Subsequent to retiring from SRI, Mr. Lowenstein joined and currently sits on the boards of directors of The Green Guarantee Company and the [board of managers] of PEFCO Finance Servicer LLC. Mr. Lowenstein received a B.A. in International Relations from Colorado College, and an M.A. in International Relations and Chinese Studies from the Johns Hopkins School of Advanced International Studies.
ナラティブ更新 • Oct 03Digital Underwriting And Automation Will Redefine Specialty Risk SolutionsAnalysts 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.
お知らせ • Aug 07Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering in the amount of $61.32 million.Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering in the amount of $61.32 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,000,000 Price\Range: $30.66
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: US$0.36 (up from US$0.20 in 2Q 2024). Revenue: US$133.3m (up 35% from 2Q 2024). Net income: US$12.3m (up 123% from 2Q 2024). Profit margin: 9.3% (up from 5.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Insurance industry in the US.
お知らせ • Jul 10Bowhead Specialty Holdings Inc. to Report Q2, 2025 Results on Aug 05, 2025Bowhead Specialty Holdings Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 05, 2025
お知らせ • Jun 30+ 9 more updatesBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 2500 Value IndexBowhead Specialty Holdings Inc.(NYSE:BOW) dropped from Russell 2500 Value Index
Buy Or Sell Opportunity • Jun 05Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to US$36.02. The fair value is estimated to be US$45.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 22% in a year. Earnings are forecast to grow by 37% in the next year.
新しいナラティブ • Jun 01Baleen Underwriting Will Unlock Specialty Insurance Opportunities Investment in proprietary technology and data analytics is driving efficient underwriting and margin improvement while supporting premium growth.
Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.34 (up from US$0.29 in 1Q 2024). Revenue: US$122.7m (up 35% from 1Q 2024). Net income: US$11.4m (up 63% from 1Q 2024). Profit margin: 9.3% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 3.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US.
お知らせ • Apr 09Bowhead Specialty Holdings Inc. to Report Q1, 2025 Results on May 06, 2025Bowhead Specialty Holdings Inc. announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on May 06, 2025
Buy Or Sell Opportunity • Mar 21Now 22% undervaluedOver the last 90 days, the stock has risen 9.3% to US$37.70. The fair value is estimated to be US$48.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 25%. Revenue is forecast to grow by 44% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Reported Earnings • Feb 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.29 (up from US$1.04 in FY 2023). Revenue: US$425.7m (up 50% from FY 2023). Net income: US$38.2m (up 53% from FY 2023). Profit margin: 9.0% (up from 8.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Insurance industry in the US.
お知らせ • Feb 05Bowhead Specialty Holdings Inc. to Report Q4, 2024 Results on Feb 25, 2025Bowhead Specialty Holdings Inc. announced that they will report Q4, 2024 results at 7:00 AM, Eastern Standard Time on Feb 25, 2025
お知らせ • Dec 23Bowhead Specialty Holdings Inc., Annual General Meeting, May 01, 2025Bowhead Specialty Holdings Inc., Annual General Meeting, May 01, 2025.
Buy Or Sell Opportunity • Dec 10Now 22% undervaluedOver the last 90 days, the stock has risen 18% to US$35.73. The fair value is estimated to be US$45.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last year. Earnings per share has grown by 21%. Revenue is forecast to grow by 50% in 2 years. Earnings are forecast to grow by 125% in the next 2 years.
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.37. Net income: US$12.1m (up US$12.1m from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US.
お知らせ • Oct 25Bowhead Specialty Holdings Inc. has completed a Follow-on Equity Offering in the amount of $116 million.Bowhead Specialty Holdings Inc. has completed a Follow-on Equity Offering in the amount of $116 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,000,000 Price\Range: $29 Discount Per Security: $1.305
お知らせ • Oct 22Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering.Bowhead Specialty Holdings Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,000,000
お知らせ • Oct 16Bowhead Specialty Holdings Inc. to Report Q3, 2024 Results on Nov 05, 2024Bowhead Specialty Holdings Inc. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 05, 2024
Major Estimate Revision • Aug 13Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$398.9m to US$405.6m. EPS estimate increased from US$1.05 to US$1.16 per share. Net income forecast to grow 62% next year vs 18% growth forecast for Insurance industry in the US. Consensus price target broadly unchanged at US$29.60. Share price was steady at US$26.89 over the past week.
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: US$0.20. Net income: US$5.53m (up US$5.53m from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 73%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Insurance industry in the US.
お知らせ • Jul 17Bowhead Specialty Holdings Inc. to Report Q2, 2024 Results on Aug 06, 2024Bowhead Specialty Holdings Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 06, 2024
Recent Insider Transactions • May 30Chief Underwriting Officer recently bought US$269k worth of stockOn the 28th of May, David Newman bought around 11k shares on-market at roughly US$25.59 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • May 23Bowhead Specialty Holdings Inc. has completed an IPO in the amount of $128.000004 million.Bowhead Specialty Holdings Inc. has completed an IPO in the amount of $128.000004 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 7,529,412 Price\Range: $17 Transaction Features: Reserved Share Offering
Board Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director David Foy was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.