Bowhead Specialty Holdings Inc.

NYSE:BOW Voorraadrapport

Marktkapitalisatie: US$934.6m

Bowhead Specialty Holdings Beheer

Beheer criteriumcontroles 3/4

De CEO Bowhead Specialty Holdings is Stephen Sills, benoemd in Sep2020, heeft een ambtstermijn van 5.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 4.31M, bestaande uit 15.7% salaris en 84.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 2.96% van de aandelen van het bedrijf, ter waarde $ 27.64M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.7 jaar en 2 jaar.

Belangrijke informatie

Stephen Sills

Algemeen directeur

US$4.3m

Totale compensatie

Percentage CEO-salaris15.66%
Dienstverband CEO5.7yrs
Eigendom CEO3.0%
Management gemiddelde ambtstermijn3.7yrs
Gemiddelde ambtstermijn bestuur2yrs

Recente managementupdates

Recent updates

Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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?
Narratiefupdate 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.
Nieuw narratief 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?
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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
Nieuw narratief 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.

Analyse CEO-vergoeding

Hoe is Stephen Sills's beloning veranderd ten opzichte van Bowhead Specialty Holdings's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 4.31M ) Stephen } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 3.71M ).

Compensatie versus inkomsten: De vergoeding van Stephen is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Stephen Sills (77 yo)

5.7yrs
Tenure
US$4,309,280
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 27.6m
Brad Mulcahey
CFO & Treasurer3.7yrsUS$1.20m0.25%
$ 2.3m
David Newman
Chief Underwriting Officer2.3yrsUS$1.38m0.74%
$ 6.9m
Steven Feltner
Chief Operating Officerno datageen gegevensgeen gegevens
Shirley Yap
Chief Accounting Officer & Head of IRno datageen gegevens0.17%
$ 1.5m
Bob Spina
Chief Information Officerno datageen gegevensgeen gegevens
H. Crusey
General Counsel & Secretaryno datageen gegevensgeen gegevens
Anna Romano
Head of Marketingno datageen gegevensgeen gegevens
Joshua Hyman
Head of Human Resourcesno datageen gegevensgeen gegevens
Brandon Mezick
Head of Digital Underwritingno datageen gegevensgeen gegevens
Patricia Fitzgerald
Head of Distributionno datageen gegevensgeen gegevens
Dan Gamble
Head of Professional Liabilityno datageen gegevensgeen gegevens
3.7yrs
Gemiddelde duur
70yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van BOW wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.7 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Stephen Sills
Founder5.7yrsUS$4.31m2.96%
$ 27.6m
H. Crusey
General Counsel & Secretaryno datageen gegevensgeen gegevens
David Foy
Independent Director2yrsUS$210.76k0.020%
$ 191.4k
Matthew Botein
Chairman of the Board2yrsgeen gegevensgeen gegevens
Angela Brock-Kyle
Independent Director2yrsUS$161.52k0.071%
$ 663.8k
Fabian Fondriest
Director2yrsUS$161.52k0.088%
$ 824.8k
Price Lowenstein
Directorless than a yearUS$80.00kgeen gegevens
David Holman
Director2yrsUS$155.34k0.0072%
$ 67.0k
Ava Schnidman
Independent Director1.6yrsUS$160.76k0.012%
$ 111.3k
Itzhak Cohen
Director2yrsgeen gegevensgeen gegevens
Troy Van Beek
Director2yrsgeen gegevensgeen gegevens
Thomas Baker
Independent Director2yrsUS$160.76k0.020%
$ 191.4k
2.0yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van BOW wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 04:56
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Bowhead Specialty Holdings Inc. wordt gevolgd door 9 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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