Skyward Specialty Insurance Group, Inc. SKWD

54.78 (0.10) (0.18%) as of 25 Sep
Market cap
$2.4B
P/E
12.4×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 1.53
Total sells 0.97
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 3 1 — 1 — — — —
Sell — — 3 — 1 — — 1 1 — — —
Insider Ownership 8.85%

Capital & Financial Ratios

Market Cap 2,440.00
Revenue 1,733.51
Net Income 187.90
Free Cash Flow 402.17
Net Debt 115.10
Current Ratio 0.52
Debt/Equity 0.33
P/E ratio 12.39
P/S ratio 1.41
P/B ratio 1.92
Past 5Y EPS Growth —
This Y EPS Growth 25.59%
Next Y EPS Growth 10.04%
Next 5Y EPS Growth 14.74%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 100 158 199 303
Receivables 776 1,180 1,664 2,390
Inventory — — — —
Other — — — —
876 1,337 1,863 2,693
2023 2024 2025 Q'26
Payables 2,068 2,673 3,488 4,785
ST’ Debt 50 100 100 418
Other — — — —
2,118 2,773 3,588 5,203
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 30.16%
Cash Flow — — 25.00%
Earnings — — 102.37%
Book Value — — 33.78%

Revenue

Mar Jun Sep Dec Year
’26 476 490 — — —
’25 329 320 383 386 1,417
’24 265 280 301 304 1,150
’23 190 211 239 246 886
’22 153 144 158 187 642
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 117 68 — — —
’25 97 88 171 52 408
’24 94 21 168 22 305
’23 107 1 110 120 338
’22 46 18 61 84 209
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 118 65 — — —
’25 97 85 167 50 401
’24 94 18 168 21 301
’23 107 1 110 116 335
’22 45 18 61 82 207
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 1.09 1.07 — — —
’25 1.01 0.93 1.10 1.03 4.07
’24 0.90 0.75 0.89 0.35 2.87
’23 0.42 0.51 0.57 0.74 2.24
’22 0.50 0.16 (0.15) 0.63 1.21
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.6
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — 17.50 29.40 41.28

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — 34.53 55.62 65.05
High Price
— — — — — 441 448 515 580 611
Employees
— — — — — 1 1 2 2 2
Revenue/Emp
— — — — — 550 642 886 1,150 1,417
Revenue
— — — — — 35.58% 37.34% 41.84% 41.77% 43.88%
Gross Margin
— — — — — 48 50 110 153 216
EBT
— — — — — 8.78% 7.75% 12.43% 13.28% 15.28%
EBT Margin
— — — — — 38 39 86 119 170
Net Income
— — — — — 8 4 4 3 4
Depreciation
— — — — — 33.73 38.77 24.59 28.71 35.06
Revenue/Sh
— — — — — 2.35 1.24 2.34 2.97 4.21
Earnings/Sh
— — — — — 10.75 12.61 9.39 7.62 10.10
Cash Flow/Sh
— — — — — (0.13) (0.14) (0.09) (0.11) (0.18)
Capex/Sh
— — — — — 10.62 12.47 9.30 7.51 9.91
Free CF/Sh
— — — — — 26.13 25.45 18.35 19.82 24.98
Book Value/Sh
— — — — — 16 17 36 40 40
Shares
— — — — — 10.62 10.62 14.47 16.85 12.14
PE Ratio
— — — — — 0.49 0.49 1.37 1.76 1.46
PS Ratio
— — — — — 0.75 0.75 1.84 2.55 2.05
PB Ratio
— — — — — 0.38 0.38 1.31 1.71 1.39
EV/Sales
— — — — — 1.19 1.19 3.51 6.54 4.93
EV/FCF
— — — — — 175 209 338 305 408
Op' Cash Flow
— — — — — (2) (2) (3) (4) (7)
Capex
— — — — — 173 207 335 301 401
FCF
— — — — — (798) (951) (1,242) (1,436) (1,725)
Working Cap'
— — — — — 50 50 50 100 100
Total Debt
— — — — — (57) (75) (50) (58) (99)
Net Debt
— — — — — 426 422 661 794 1,010
Sh' Equity
— — — — — 0.00% 0.92% 3.17% 3.56% 3.99%
ROA
— — — — — 8.19% 8.98% 11.27% 12.96% 14.85%
ROIC
— — — — — 0.00% 4.84% 15.57% 16.33% 18.85%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Skyward Specialty Insurance Group, Inc. peers in Insurance Property & Casualty

All 45 Insurance Property & Casualty stocks →

Skyward Specialty Insurance Group, Inc. (SKWD) key facts

  • Skyward Specialty Insurance Group, Inc. (SKWD) is an Insurance Property & Casualty company in the Financial sector, listed on Nasdaq.
  • Skyward Specialty Insurance Group, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.4 billion, up 23.2% from fiscal 2024.
  • As of September 25, 2026, SKWD traded at $54.78, a market capitalization of $2.4 billion.
  • Return on equity was 18.9% and debt-to-equity 0.33.

Source: company filings (standardised) and stockrow calculations.

Skyward Specialty Insurance Group, Inc. (SKWD) Latest News

News by impact score

Fine-tune

23 Sep

3

Skyward Specialty Insurance Group (SKWD) has teamed with SnapRefund to deploy ClaimsSnap for automated, digitized claim payments, aiming to speed disbursements to policyholders and other recipients. Management expects reduced manual handling in the claims process and greater scalability as claim volumes rise. The partnership complements Skyward’s broader tech and execution shift, underscoring a focus on data-driven cycle management and operational efficiency rather than immediate underwriting changes. The rollout is framed as a lever to lower loss adjustment expenses and improve operating leverage, tying into the company’s narrative around earnings quality in specialty niches. Investors should watch future disclosures on loss adjustment expenses and the combined ratio for evidence of ClaimsSnap-driven savings or scalability. The write-up also notes a broader screen of undiscovered gems and a target fair value around $70.55. Automation improves efficiency and potential margins but is a single tech upgrade with limited impact on underwriting strategy.

22 Sep

4

Skyward Specialty Insurance Group and SnapRefund announced a strategic partnership to deploy ClaimsSnap across Skyward's claims operations, aiming to accelerate claim payments through automated, AI-driven workflows. The collaboration targets faster settlements, greater process automation, and enhanced visibility while reducing manual handling and loss adjustment expenses as claims volumes grow, improving operating leverage and cost efficiency. Skyward claims this aligns with its focus on innovation, operational excellence, and a seamless, transparent experience for clients and insureds. SnapRefund emphasizes that ClaimsSnap automates global settlements and tackles high-labor hurdles like check escheatment, offering regulated, auditable payment workflows. Skyward operates through nine underwriting divisions and multiple insurance subsidiaries rated A (Excellent) by A.M. Best; the partnership reflects Skyward’s strategy to modernize core claims operations via technology-driven partners. Automating payments across Skyward's operations via ClaimsSnap could meaningfully reduce manual work and loss adjustment expenses while improving scalability.

3

Skyward Specialty Insurance has surged, with shares up about 33.9% to $57.18 and six-month outperformance of the S&P 500. The rally follows solid quarterly results as investors weigh its niche commercial property, casualty, and health coverage for underserved markets. Key positives: net premiums earned rose at a 29.5% annualized rate over two years, outperforming the broader insurance sector; analysts expect about 17.5% revenue growth over the next 12 months; and BVPS expanded 25.8% annually over the past two years, lifting book value per share toward $28.55. The stock trades near 1.9x forward P/B. With upbeat growth signals and a robust asset base, investors are weighing whether now is the right time to buy. Analysts’ forecast of 17.5% revenue growth and 25.8% BVPS acceleration points to a meaningful but not transformative uplift in value and sentiment.

16 Sep

3

Skyward Specialty Insurance Group explores AI tools to sharpen underwriting and operations as insurance markets soften, seeking a competitive edge in pricing and risk selection. AI adoption may improve efficiency and risk selection but faces unproven results amid broader market softening.

8 Sep

3

Skyward Specialty Insurance Group recruits elite talent to establish a leading position in inland marine insurance. Targeted hiring strengthens a specific product line with moderate effects on operations and positioning.

28 Aug

4

AM Best revises issuer credit rating outlook to positive for Skyward Specialty Insurance Group’s members. Positive credit outlook revision by AM Best strengthens SKWD financial perception and supports improved market access.

20 Aug

3

Skyward Specialty Insurance Group posts strong ROE alongside reduced costs and expanded Apollo operations, prompting questions on next strategic steps. Strong ROE, lower costs and Apollo expansion signal moderately noticeable influence on SKWD financial performance and positioning.

12 Aug

3

Skyward Specialty Insurance Group’s Q2 earnings call featured five analyst questions on underwriting performance, premium growth, loss ratios, investment strategy, and competitive positioning in specialty lines. Q2 earnings call questions may moderately affect near-term investor sentiment and SKWD valuation without altering long-term trajectory.

11 Aug

3 transcript

Skyward Specialty (SKWD) released its Q2 2026 earnings call transcript covering financial results and outlook. Quarterly earnings details offer performance insights with moderate effects on near-term sentiment and valuation.

10 Aug

4

SKWD Q2 earnings surpassed estimates with accelerating premium growth. Earnings beat combined with faster premium growth signals stronger operational momentum that can lift valuation and investor outlook.

8 Aug

3

Skyward Specialty Insurance Group (SKWD) may be 5% undervalued following strong Q2 earnings. Strong Q2 earnings for SKWD indicate moderate effects on stock trajectory and investor sentiment.

7 Aug

4

Skyward Specialty Insurance Group partnered with Uber, sending its stock into a buy zone. Uber partnership expands SKWD revenue channels and lifts share price momentum.

5 Aug

4

Skyward Specialty Insurance Group Inc (SKWD) posted Q2 2026 earnings with EPS surging 46%. 46% EPS growth reflects strong results that can materially lift valuation and investor sentiment.

3 transcript

Skyward Specialty Insurance Group Q2 earnings call covered financial results, operational metrics, and forward guidance for SKWD. Q2 earnings data and guidance typically produce moderate short-term shifts in valuation and sentiment.

4 Aug

3

Skyward Specialty Insurance Group (SKWD) Q2 earnings key metrics cover revenue, earnings per share, and operational indicators reflecting quarterly financial results and performance trends. Q2 earnings metrics directly inform financial health and investor assessment of SKWD trajectory.

3

Skyward Specialty Insurance Group reported upbeat Q2 CY2026 results. Upbeat quarterly earnings typically lift near-term investor sentiment and valuation.

3

Skyward Specialty Insurance Group reported its second quarter 2026 results. Quarterly results directly inform financial performance and near-term investor sentiment.

3 Aug

3

Skyward Specialty Insurance Group (SKWD) prepares to release Q2 earnings with preview details on expected financial metrics and performance factors for investors. Q2 earnings preview signals moderate short-term effects on stock movement and sentiment without indicating major strategic shifts.

30 Jul

3

Skyward Specialty Insurance Group, Inc. (SKWD) faces uncertainty over beating Q2 earnings estimates via premium growth. Q2 earnings speculation tied to premium growth may affect SKWD financial performance and investor sentiment.

21 Jul

3

Skyward Specialty Insurance Group adopts AI technology. Shares near buy point. AI adoption may improve operations and influence near-term sentiment but lacks evidence of transformative scale.

15 Jul

4

Skyward Specialty Insurance Group reported Q1 earnings and faces buy, sell, or hold analysis assessing financial results, growth metrics, and outlook for SKWD shares. Post-Q1 earnings analysis and buy/sell/hold advice directly shape near-term SKWD valuation and investor positioning.

24 Jun

3

SKWD outperforms the industry on profitability but sustainability of this edge remains uncertain. Profitability leadership versus peers can lift near-term sentiment and valuation yet does not guarantee structural change in SKWD's trajectory.

19 May

3

Skyward Specialty Insurance Group (SKWD) is named Wall Street's top long-term stock pick while two other unnamed stocks are flagged for questionable prospects. Positive analyst endorsement of SKWD as a long-term favorite can lift investor sentiment and near-term trading activity.

16 May

3

Skyward Specialty Insurance Group Q1 earnings call drew analyst questions on premium growth, loss ratios, reserve strength, and expansion plans in specialty lines. Q1 earnings call details can shift near-term investor sentiment on SKWD financials and strategy without altering long-term trajectory.

9 May

4

Skyward Specialty Insurance Group reported strong Q1 results, with the Apollo acquisition delivering accretion and reaffirmed full-year guidance, potentially bolstering the investment case for SKWD. Strong Q1 performance, accretive Apollo deal, and reaffirmed guidance represent major positive drivers for SKWD's financial trajectory and investor appeal.

8 May

4

Skyward Specialty Insurance Group (SKWD) released Q1 earnings call highlights covering financial performance, strategic updates, and forward guidance. Q1 earnings call highlights disclose financial results and outlook directly influencing SKWD's trajectory and investor sentiment.

7 May

4 transcript

Skyward Specialty Insurance Group, Inc. (SKWD) released its Q1 2026 earnings call transcript detailing quarterly financial performance, operational updates, and forward guidance. Q1 2026 earnings transcript provides detailed financial results and strategic insights significantly affecting SKWD's valuation and market trajectory.

4

Skyward Specialty Insurance Group beat Q1 earnings expectations, fueled by Apollo support and robust premium growth. Q1 earnings beat from premium growth and Apollo lift signals strong financial momentum likely to drive significant positive market sentiment and stock performance.

4

Skyward Specialty Insurance Group, Inc. (SKWD) released Q1 2026 earnings call summary detailing financial results, growth metrics, and forward guidance. Q1 2026 earnings call summary discloses key financial metrics and outlook that significantly shape SKWD's valuation and investor confidence.

6 May

4

Skyward Specialty Insurance Group (SKWD) surpassed Q1 earnings and revenue estimates. Surpassing Q1 earnings and revenue estimates boosts investor sentiment and signals strong financial performance, significantly impacting future market trajectory.

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