Skyward Specialty Insurance Group, Inc.

NasdaqGS:SKWD Stok Raporu

Piyasa değeri: US$2.6b

Skyward Specialty Insurance Group Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Skyward Specialty Insurance Group kazanç ve gelirin sırasıyla yıllık 10.4% ve 10.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

10.4%

Kazanç büyüme oranı

7.67%

EPS büyüme oranı

Insurance kazanç büyümesi1.3%
Gelir büyüme oranı10.3%
Gelecekteki özkaynak getirisi17.78%
Analist kapsamı

Good

Son güncelleme19 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Yeni Anlatı • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • Apr 29

Skyward Specialty Insurance Group, Inc. (NASDAQ:SKWD) Not Lagging Market On Growth Or Pricing

With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...
Analiz Makalesi • Mar 30

Is Now The Time To Put Skyward Specialty Insurance Group (NASDAQ:SKWD) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:SKWD - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20282,286240N/A3574
12/31/20272,105225N/A3587
12/31/20261,974198N/A4158
6/30/20261,734188400407N/A
3/31/20261,564178421428N/A
12/31/20251,417170401408N/A
9/30/20251,335141371378N/A
6/30/20251,254132372375N/A
3/31/20251,214124303308N/A
12/31/20241,150119301305N/A
9/30/20241,092134397403N/A
6/30/20241,030118340345N/A
3/31/2024961107322325N/A
12/31/202388684335338N/A
9/30/202382766300303N/A
6/30/202374642250253N/A
3/31/202368026268270N/A
12/31/202264221207209N/A
9/30/202260111163163N/A
6/30/202258018160162N/A
3/31/202256821180183N/A
12/31/202154520173175N/A
12/31/2020452-754345N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SKWD 'nin tahmini kazanç büyümesi (yıllık 10.4% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: SKWD şirketinin kazançlarının (yıllık 10.4% ) US pazarından (yıllık 16.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: SKWD şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: SKWD şirketinin gelirinin (yıllık 10.3% ) US pazarından (yıllık 12.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SKWD şirketinin gelirinin (yıllık 10.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SKWD 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 17.8 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/19 13:58
Gün Sonu Hisse Fiyatı2026/08/19 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Skyward Specialty Insurance Group, Inc. 14 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Taylor ScottBarclays
Tracy Dolin-BenguiguiBarclays
Michael ZaremskiBMO Capital Markets Equity Research