Bowhead Specialty Holdings Inc. BOW

33.76 (0.11) (0.32%) as of 25 Sep
Market cap
$1.1B
P/E
18.3×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 33.56%

Capital & Financial Ratios

Market Cap 1,120.00
Revenue 615.16
Net Income 62.17
Free Cash Flow 328.81
Net Debt (18.25)
Current Ratio 0.48
Debt/Equity 0.31
P/E ratio 18.29
P/S ratio 1.81
P/B ratio 2.36
Past 5Y EPS Growth —
This Y EPS Growth 21.52%
Next Y EPS Growth 21.57%
Next 5Y EPS Growth 19.37%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 120 222 234 165
Receivables 296 472 679 820
Inventory — — — —
Other — — — —
416 694 913 985
2023 2024 2025 Q'26
Payables 816 1,256 1,748 2,032
ST’ Debt — — — —
Other — — — —
831 1,274 1,767 2,044
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 43.26%
Cash Flow — — 22.22%
Earnings — — 68.43%
Book Value — — 0.00%

Revenue

Mar Jun Sep Dec Year
’26 156 164 — — —
’25 123 133 144 152 552
’24 91 99 117 119 426
’23 — 65 76 — 283
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 65 94 — — —
’25 48 109 115 60 332
’24 42 72 119 61 294
’23 — 87 88 61 236
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 64 93 — — —
’25 46 107 113 59 326
’24 41 71 118 61 291
’23 — 85 87 60 232
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.48 0.48 — — —
’25 0.34 0.36 0.45 0.44 1.59
’24 0.29 0.20 0.36 0.41 1.29
’23 — 0.27 0.36 — 1.04
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.8
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — 22.14 23.50

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — 37.81 42.29
High Price
— — — — — — — 216 249 296
Employees
— — — — — — 0 1 2 2
Revenue/Emp
— — — — — — 188 283 426 552
Revenue
— — — — — — 32.33% 33.94% 33.93% 31.73%
Gross Margin
— — — — — — 15 32 51 67
EBT
— — — — — — 7.81% 11.33% 11.87% 12.20%
EBT Margin
— — — — — — 11 25 38 54
Net Income
— — — — — — 1 (1) 0 1
Depreciation
— — — — — — 7.82 11.81 14.55 16.85
Revenue/Sh
— — — — — — 0.47 1.04 1.29 1.59
Earnings/Sh
— — — — — — 7.57 9.84 10.06 10.13
Cash Flow/Sh
— — — — — — (0.17) (0.16) (0.11) (0.17)
Capex/Sh
— — — — — — 7.40 9.68 9.95 9.96
Free CF/Sh
— — — — — — 0.00 8.00 12.65 13.69
Book Value/Sh
— — — — — — 24 24 29 33
Shares
— — — — — — 22.25 22.25 28.14 17.95
PE Ratio
— — — — — — 0.00 0.00 2.44 1.69
PS Ratio
— — — — — — 2.97 2.97 2.81 2.08
PB Ratio
— — — — — — 0.00 0.00 1.92 1.54
EV/Sales
— — — — — — 1.65 1.65 2.81 2.60
EV/FCF
— — — — — — 182 236 294 332
Op' Cash Flow
— — — — — — (4) (4) (3) (6)
Capex
— — — — — — 178 232 291 326
FCF
— — — — — — — (415) (580) (855)
Working Cap'
— — — — — — — — — 146
Total Debt
— — — — — — — (120) (222) (87)
Net Debt
— — — — — — 0 192 370 448
Sh' Equity
— — — — — — 0.00% 4.87% 2.85% 2.67%
ROA
— — — — — — 0.00% 28.29% 23.35% 12.60%
ROIC
— — — — — — 0.00% 0.00% 13.60% 13.14%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Bowhead Specialty Holdings Inc. (BOW) key facts

  • Bowhead Specialty Holdings Inc. (BOW) is an Insurance Property & Casualty company in the Financial sector, listed on the New York Stock Exchange.
  • Bowhead Specialty Holdings Inc.’s revenue for fiscal 2025 (year ended December 2025) was $551.6 million, up 29.6% from fiscal 2024.
  • As of September 25, 2026, BOW traded at $33.76, a market capitalization of $1.1 billion.
  • Return on equity was 13.1% and debt-to-equity 0.31.

Source: company filings (standardised) and stockrow calculations.

Bowhead Specialty Holdings Inc. (BOW) Latest News

News by impact score

Fine-tune

22 Sep

3

Bowhead Specialty Holdings (BOW) has jumped 51.7% over the last six months to about $33.75 as investors weigh a high-risk, customized-insurance niche. Net premiums earned rose at a 30.3% annualized rate over the past two years, underscoring underwriting momentum. Analysts expect roughly 19% revenue growth over the next 12 months, even as growth decelerates from the prior pace. BVPS grew about 17.6% per year in the period, reflecting a strong asset base. The stock trades near 2.2x forward P/B, implying a reasonable multiple given the growth, though the piece advises caution about froth and invites readers to a free full report to decide buy, sell, or hold. Buoyant growth metrics and share-price momentum could influence sentiment, but lack of a concrete new catalyst leaves upside dependent on continued earnings and multiple expansion.

6 Aug

5

AM Best commented on credit ratings of American Family Insurance Group affiliates and subsidiaries following the announced acquisition of Bowhead Specialty Holdings Inc. Acquisition by American Family Insurance Group transforms Bowhead's ownership, strategy and long-term prospects.

3 Aug

5

Bowhead Specialty Holdings Inc. reported second quarter 2026 results and canceled its earnings conference call after announcing a merger agreement with American Family. Merger agreement with American Family fundamentally redefines Bowhead's competitive position and long-term prospects.

5

American Family Insurance agreed to acquire Bowhead Specialty Holdings Inc. in a $1.2 billion transaction. $1.2 billion acquisition by American Family will fundamentally alter Bowhead's ownership structure and long-term trajectory.

3

Bowhead Specialty Holdings Inc. reported Q2 earnings with analysis of key financial metrics. Q2 earnings and metrics disclosure can moderately shift investor views on financial performance.

16 Jun

3

Bowhead Specialty Holdings Inc. (BOW) shows three reasons for explosive upside potential. Positive factors cited may lift investor sentiment and near-term stock trajectory.

14 May

3

Bowhead Specialty Holdings Inc. (BOW) Q1 earnings call highlighted top 5 analyst questions on financial performance, growth strategy, underwriting results, market conditions, and future outlook. Q1 earnings call top analyst questions spotlight key financial and operational areas likely to shape investor sentiment and near-term performance.

10 May

4

Bowhead Specialty Holdings Inc. states AI can accelerate underwriting processes while preserving profit margins. Bowhead's AI adoption for underwriting signals major efficiency gains and enhanced competitive positioning in insurance.

6 May

3

Bowhead Specialty Holdings Inc. (BOW) released Q1 earnings call highlights detailing financial performance, strategic updates, and outlook. Q1 earnings highlights affect financial performance and market sentiment but remain quarterly without transformative shifts.

5 May

4

Bowhead Specialty Holdings Inc. released Q1 2026 earnings call summary detailing financial results, operational highlights, and forward guidance. Q1 2026 earnings summary provides critical financial performance data and strategic outlook likely to shift investor sentiment and stock trajectory.

4

Bowhead Specialty Holdings Inc. (BOW) reported Q1 earnings, with key metrics revealing insights into financial performance. Q1 earnings reports directly affect financial performance, investor sentiment, and stock trajectory.

4

Bowhead Specialty Holdings Inc. (BOW) surpassed Q1 earnings and revenue estimates. Surpassing Q1 earnings and revenue estimates indicates strong financial performance likely to enhance investor sentiment and stock trajectory.

4

Bowhead Specialty (NYSE:BOW) reported upbeat Q1 CY2026 results, driving its stock to soar. Upbeat quarterly earnings triggered stock surge, positively impacting financial performance and investor sentiment.

4

Bowhead Specialty Holdings Inc. reported first quarter 2026 results. Quarterly earnings reports significantly impact financial performance, investor sentiment, and stock trajectory.

1 May

3

Bowhead Specialty Holdings Inc. shareholders elected directors and approved PwC as auditors at the annual meeting, with 20% premium growth projected for 2026. Routine director elections and auditor approval combined with a 20% premium growth forecast for 2026 provide moderately noticeable positive influence on financial outlook.

20 Mar

4

Bowhead Specialty Holdings Inc. (BOW) exhibits explosive upside potential from three key reasons. Three reasons for explosive upside highlight major positive shifts in market sentiment and trajectory for BOW.

25 Feb

4

Bowhead Specialty Holdings Inc. (BOW) Q4 2025 earnings call highlighted surpassing growth expectations, with robust financial performance and positive outlook. Surpassing Q4 2025 growth targets indicates major positive shift in financial trajectory and investor sentiment.

24 Feb

4

Bowhead Specialty Holdings Inc. Q4 2025 earnings call summary details financial performance, strategic updates, and outlook for the specialty insurance firm. Q4 earnings call summary discloses financial results and guidance that significantly shape investor expectations and stock trajectory.

4

Bowhead Specialty Holdings Inc. (BOW) released highlights from its Q4 earnings call, covering financial performance, strategic updates, and forward guidance. Q4 earnings call highlights disclose key financial results and outlook that significantly shape investor expectations and stock trajectory.

4

Bowhead Specialty Holdings Inc. (BOW) Q4 earnings key metrics compared to analyst estimates, highlighting performance against expectations. Q4 earnings metrics versus estimates significantly influence financial trajectory and investor sentiment.

4

Bowhead Specialty Holdings Inc. (BOW) surpassed Q4 earnings and revenue estimates. Beating Q4 earnings and revenue estimates enhances financial outlook and drives positive investor sentiment.

4

Bowhead Specialty Holdings Inc. (NYSE:BOW) surprised markets with Q4 CY2025 sales results. Q4 sales surprise represents significant financial performance shift with potential to alter stock trajectory and investor sentiment.

4

Bowhead Specialty Holdings Inc. (BOW) reported fourth quarter and full-year 2025 financial results. Quarterly and annual earnings reports directly impact financial performance assessments and stock valuation.

23 Feb

4

Bowhead Specialty Holdings Inc. (BOW) reports Q4 results tomorrow. Q4 earnings report carries potential for significant impact on financial performance and investor sentiment.

5 Feb

4

Bowhead Specialty Holdings Inc. (BOW) is highlighted as a discounted value stock with significant estimated upside potential by February 2026. Analysts suggest that the company's current valuation does not reflect its future growth prospects, making it an attractive investment opportunity. The article emphasizes the importance of identifying undervalued stocks in the current market environment, where economic conditions may favor such investments. BOW's strategic positioning and market dynamics are discussed as key factors contributing to its potential for appreciation. BOW's valuation and growth prospects indicate a significant potential for future performance improvement.

3

Bowhead Specialty Holdings Inc. (BOW) is highlighted among three stocks trading at discounts of up to 49.2%. The analysis suggests that these stocks may present attractive investment opportunities due to their undervaluation compared to intrinsic value. Investors are encouraged to consider these stocks for potential gains as market conditions fluctuate. The identification of BOW as undervalued may influence investor sentiment and interest, but the overall impact on its trajectory is expected to be limited.

27 Jan

3

Bowhead Specialty Holdings Inc. (BOW) is highlighted among three stocks potentially trading below their estimated value, with a possible undervaluation of up to 48.2%. Analysts suggest that these stocks may present significant investment opportunities due to their current market prices not reflecting their intrinsic value. Investors are encouraged to consider these stocks for potential gains as market conditions evolve. The identification of BOW as undervalued suggests a moderately noticeable influence on its market performance and investor sentiment.

3

Bowhead Specialty Holdings Inc. (BOW) is highlighted among three stocks estimated to be trading below their intrinsic value as of January 2026. Analysts suggest that BOW's current market price does not reflect its underlying financial health and growth potential, indicating a possible investment opportunity for value-focused investors. BOW's valuation suggests a moderately noticeable influence on its financial performance and market sentiment.

22 Jan

3

Bowhead Specialty Holdings Inc. (BOW) is highlighted among two Russell 2000 stocks worth considering, while another stock is questioned. The article emphasizes BOW's potential in the current market landscape, suggesting it may be a favorable investment opportunity. BOW's positioning within the Russell 2000 indicates a moderately noticeable influence on its market performance.

11 Jan

4

Bowhead Specialty Holdings Inc. (BOW) is highlighted as one of two stocks under $50 that are recommended for long-term investment. The article emphasizes the company's potential for growth and stability, suggesting it is a solid choice for investors looking to hold for decades. Additionally, it contrasts BOW with another stock that is deemed less favorable, indicating a more cautious approach towards that particular investment. Overall, BOW is presented as a promising option in the current market landscape. Bowhead Specialty Holdings Inc. is positioned for significant growth, which could alter its market trajectory and investor sentiment.

stockrow.com/BOW · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com