BS

Bowhead Specialty Holdings Inc.

BOW·NYSE

$25.69

-5.3%
Financial ServicesInsurance - Property & Casualty

Bowhead Specialty Holdings Inc. provides specialty property and casualty insurance products in the United States. It underwrites casualty insurance solutions for risks in the construction, distribution, heavy manufacturing, real estate, and hospitality segments; professional liability insurance solutions for financial institutions, private and public directors and officers liability insurance, errors and omissions liability insurance, and cyber segments; and healthcare solutions for hospitals, senior care providers, managed care organizations, miscellaneous medical facilities, and healthcare management liability segments. The company distributes its products through distribution partners in wholesale and retail markets. Bowhead Specialty Holdings Inc. was formerly known as Bowhead Holdings Inc. and changed its name to Bowhead Specialty Holdings Inc. in March 2024. The company was founded in 2020 and is based in New York, New York. Bowhead Specialty Holdings Inc. operates as a subsidiary of Bowhead Insurance Holdings LP.

At a Glance

Live Snapshot
Market Cap$843.61M
EPS1.6400
P/E Ratio17.39
Earnings Date08/04/2026
b

Bowhead Specialty Holdings Inc. Street Expectations Map

BOW · NYSE

Wall Street analysts project that BOW stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 29.00, with estimates ranging from a low of 27.00 to a high of 32.00.

Lowest Target
27.00
5.10%
Consensus Target
29.00
12.88%
Highest Target
32.00
24.56%

The consensus 1-year price target stands at 29.00, with estimates ranging from a low of 27.00 to a high of 32.00.

Analyst Consensus Analysis

Upside Potential

+12.9%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

17.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

b

Bowhead Specialty Holdings Inc. Forward Estimates of Revenue

BOW · NYSE
Latest Revenue
551.59M
FY 2025
Avg Estimate
951.08M
FY 2026
Estimate Range
938.84M - 959.51M
Analyst Spread

Forward Growth Analysis

Projected Growth+72.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

b

Bowhead Specialty Holdings Inc. Forward Estimates of Net Income

BOW · NYSE
Latest Net Income
53.79M
FY 2025
Avg Estimate
67.48M
FY 2026
Estimate Range
62.62M - 69.39M
Analyst Spread

Forward Growth Analysis

Projected Growth+25.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

b

Bowhead Specialty Holdings Inc. Forward Estimates of EPS

BOW · NYSE
Latest EPS
1.64
FY 2025
Avg Estimate
$1.98
FY 2026
Estimate Range
$1.86 - $2.06
Analyst Spread

Forward Growth Analysis

Projected Growth+20.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

b

Bowhead Specialty Holdings Inc. Forward Estimates of EBIT

BOW · NYSE
Latest EBIT
69.31M
FY 2025
Avg Estimate
186.08M
FY 2026
Estimate Range
183.68M - 187.73M
Analyst Spread

Forward Growth Analysis

Projected Growth+168.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

b

Bowhead Specialty Holdings Inc. Forward Estimates of EBITDA

BOW · NYSE
Latest EBITDA
69.33M
FY 2025
Avg Estimate
188.81M
FY 2026
Estimate Range
186.38M - 190.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+172.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

b

Bowhead Specialty Holdings Inc. Forward Estimates of SG&A Expense

BOW · NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

b

Bowhead Specialty Holdings Inc. Insider Positioning

BOW · NYSE

During the last 12 months, insiders have sold $122.64M worth of BOW shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

4.0M

122.64M

Net Activity

-122.6M

-$122.64M

Top Buyers

No buying activity

Top Sellers

1
BM

Botein Matthew

Director, 10 Percent Owner:

2.0M shares1 transactions

$61.32M

2
GPCL

Gallatin Point Capital Llc

Director, 10 Percent Owner:

2.0M shares1 transactions

$61.32M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $122.64M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.