Bowhead Specialty Holdings Inc.

NYSE:BOW 株式レポート

時価総額:US$937.9m

Bowhead Specialty Holdings マネジメント

マネジメント 基準チェック /34

Bowhead Specialty Holdingsの CEO はStephen Sillsで、 Sep2020年に任命され、 の在任期間は 5.67年です。 の年間総報酬は$ 4.31Mで、 15.7%給与と84.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の2.96%を直接所有しており、その価値は$ 27.74M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と2年です。

主要情報

Stephen Sills

最高経営責任者

US$4.3m

報酬総額

CEO給与比率15.66%
CEO在任期間5.7yrs
CEOの所有権3.0%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間2yrs

経営陣の近況

Recent updates

分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
User avatar
新しいナラティブ 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.

CEO報酬分析

Bowhead Specialty Holdings の収益と比較して、Stephen Sills の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$58m

Dec 31 2025US$4mUS$675k

US$54m

Sep 30 2025n/an/a

US$53m

Jun 30 2025n/an/a

US$49m

Mar 31 2025n/an/a

US$43m

Dec 31 2024US$5mUS$669k

US$38m

報酬と市場: Stephenの 総報酬 ($USD 4.31M ) は、 US市場 ($USD 3.73M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Stephenの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Stephen Sills (77 yo)

5.7yrs
在職期間
US$4,309,280
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 27.7m
Brad Mulcahey
CFO & Treasurer3.7yrsUS$1.20m0.25%
$ 2.4m
David Newman
Chief Underwriting Officer2.3yrsUS$1.38m0.74%
$ 7.0m
Steven Feltner
Chief Operating Officerno dataデータなしデータなし
Shirley Yap
Chief Accounting Officer & Head of IRno dataデータなし0.17%
$ 1.6m
Bob Spina
Chief Information Officerno dataデータなしデータなし
H. Crusey
General Counsel & Secretaryno dataデータなしデータなし
Anna Romano
Head of Marketingno dataデータなしデータなし
Joshua Hyman
Head of Human Resourcesno dataデータなしデータなし
Brandon Mezick
Head of Digital Underwritingno dataデータなしデータなし
Patricia Fitzgerald
Head of Distributionno dataデータなしデータなし
Dan Gamble
Head of Professional Liabilityno dataデータなしデータなし
3.7yrs
平均在職期間
70yo
平均年齢

経験豊富な経営陣: BOWの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 27.7m
H. Crusey
General Counsel & Secretaryno dataデータなしデータなし
David Foy
Independent Director2yrsUS$210.76k0.020%
$ 192.1k
Matthew Botein
Chairman of the Board2yrsデータなしデータなし
Angela Brock-Kyle
Independent Director2yrsUS$161.52k0.071%
$ 666.2k
Fabian Fondriest
Director2yrsUS$161.52k0.088%
$ 827.7k
Price Lowenstein
Directorless than a yearUS$80.00kデータなし
David Holman
Director2yrsUS$155.34k0.0072%
$ 67.2k
Ava Schnidman
Independent Director1.6yrsUS$160.76k0.012%
$ 111.7k
Itzhak Cohen
Director2yrsデータなしデータなし
Troy Van Beek
Director2yrsデータなしデータなし
Thomas Baker
Independent Director2yrsUS$160.76k0.020%
$ 192.1k
2.0yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: BOWの 取締役会経験豊富 ではない ( 2年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/05/21 16:24
終値2026/05/21 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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。9

アナリスト機関
Matthew CarlettiCitizens JMP Securities, LLC
Pablo Augusto SingzonJ.P. Morgan
Jamminder BhullarJ.P. Morgan