Bowhead Specialty Holdings Inc.
BOW
NYSE·Financial Services·Insurance - Property & Casualty·Mkt cap $1.1B
$33.60
▲ +0.03%
P/E
18.16
Mkt Cap
$1.1B
52-Wk Range
$21.21–$35.07
52-Week Range
$21.21 - $35.07
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 7.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
3 reasons
- Specialized underwriting expertise in high-margin niche segments underserved by larger competitors
- Efficient distribution model through wholesale and retail partners reducing customer acquisition costs
- Focused risk selection and pricing discipline in complex commercial insurance categories
Bear Case
2 risks
- Low volatility (beta -0.1).
- Significant premium - growth priced in
Growth
Strong growth ahead
Expansion into adjacent specialty insurance segments with similar risk characteristics
Value
Significant premium - growth priced in
Momentum
Hot
+26.2% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying BOW right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 3, 2026
Reported EPS of $0.48 vs $0.47 consensus (+2.5% surprise). Revenue of $297.9M vs $278.7M expected (+6.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+2.5%
Revenue trend · last 8Q
—
+44%
+35%
+35%
+23%
+27%
+26%
+23%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$116.5M
$119.1M
$122.8M
$133.2M
$143.9M
$151.7M
$154.8M
$163.9M
Margins · last 8Q
Gross
-38.6%
Operating
-12.6%
Profit
9.8%
Wall Street consensus
6 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
67%
Sell
0%
Median Price Target
—
Latest: RBC Capital · Aug 4, 2026
vs Industry
How BOW stacks vs Insurance - Property & Casualty
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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