BOWHEAD SPECIALTY HLDGS INC Stock Price, News & Analysis

Bowhead Specialty Holdings (NYSE: BOW) reported results for the quarter ended September 30, 2025 with gross written premiums of $231.5M (up 17.5% YoY) and net income of $15.2M (diluted EPS $0.45). Adjusted net income was $15.8M (diluted adjusted EPS $0.47) and adjusted return on equity was 15.1%. Book value per share was $13.15. Investment income rose 30.9% to $15.0M with a portfolio book yield of 4.8% and duration of 2.9 years. Loss ratio increased to 65.9%, driven by a larger Casualty mix and audit-related prior-year earned premiums. Total investments and cash grew to $1.15B and $197.9M respectively, and reserves for losses rose to $1,035.2M.

Bowhead Specialty (NYSE: BOW) will release its Q3 2025 financial results on Tuesday, November 4, 2025 at ~7:00 a.m. ET before market open. Earnings documents will be posted on the company’s Investor Relations website.

The company will host a live conference call and webcast to discuss results on November 4, 2025 at 8:30 a.m. ET; a dial-in listen-only option is available after registration. Attendees are asked to join at least 10 minutes early. A replay of the webcast will remain available on the Investor Relations site for one year following the call.

Bowhead Specialty Holdings (NYSE:BOW) has announced its participation in the upcoming KBW Insurance Conference. The company's leadership, including CEO Stephen Sills and CFO Brad Mulcahey, will engage in a fireside chat on September 3, 2025 at 2:50pm ET in New York.

The presentation will be available via live webcast, and management will conduct one-on-one and small group meetings. Investors can access the webcast and presentation materials through the company's investor relations website at bowheadspecialty.com.

Bowhead Specialty (NYSE:BOW) has announced a secondary public offering of 2,000,000 shares of its common stock by GPC Partners Investments (SPV III) LP. The offering will be underwritten by RBC Capital Markets, which will sell the shares through negotiated transactions or at prevailing market prices.

Notably, Bowhead Specialty will not receive any proceeds from this secondary offering as the company itself is not selling any shares. The offering will be conducted through an effective registration statement and prospectus filed with the SEC under Form S-3 (File No. 333-287860), which became effective on June 18, 2025.

Bowhead Specialty Holdings (NYSE:BOW) reported strong Q2 2025 financial results, with gross written premiums increasing 32.4% to $232.4 million. The company achieved net income of $12.3 million ($0.36 per diluted share) and adjusted net income of $12.8 million ($0.37 per diluted share).

Key performance metrics include a return on equity of 12.4%, improved combined ratio of 96.8% (down from 99.3% in Q2 2024), and a 55.8% increase in net investment income to $13.7 million. Growth was observed across all divisions, with Casualty leading at 31.9% growth to $150.7 million, Professional Liability up 23.3% to $54.8 million, and Healthcare Liability rising 39.0% to $23.5 million.

Bowhead Specialty (NYSE:BOW) has scheduled its second quarter 2025 earnings release and conference call. The company will release its financial results on August 5, 2025, at 7:00 a.m. ET before market open. A conference call to discuss the results will follow at 8:30 a.m. ET on the same day.

The earnings materials will be accessible through the company's Investor Relations website. Investors can participate via a live webcast or through a dial-in option for listen-only mode. The webcast replay will remain available for one year after the call.

Bowhead Specialty Holdings (NYSE: BOW) reported strong Q1 2025 financial results, with gross written premiums increasing 26.3% to $174.8 million. The company achieved net income of $11.4 million ($0.34 per diluted share), representing a 62.9% increase year-over-year. Growth was primarily driven by their Casualty division, which grew 33.7% to $122.3 million. The company maintained solid underwriting performance with a combined ratio of 97.3%, improving from 98.1% in Q1 2024. Net investment income rose significantly by 64% to $12.6 million. The company's new tech-enabled division, Baleen Specialty, launched in Q2 2024, contributed $2.7 million in premiums. Despite market uncertainties, Bowhead remains confident in achieving their target of approximately 20% annual premium growth.

Bowhead Specialty Holdings (NYSE: BOW) has scheduled its first quarter 2025 earnings release for Tuesday, May 6, 2025. The financial results will be published at approximately 7:00 a.m. Eastern Time before market opening.

The company will host a conference call to discuss the results at 8:30 a.m. Eastern Time on the same day. Investors can access the call through a live webcast on Bowhead's Investor Relations website, with a listen-only dial-in option available after registration. Participants are advised to join at least 10 minutes before the call starts. The webcast replay will be accessible on the company's IR website for one year following the event.

Bowhead Specialty Holdings (NYSE: BOW) announced its Q4 2024 financial results. Gross written premiums rose 26.3% to $184.8 million. Net income was $13.6 million, or $0.41 per diluted share, while adjusted net income was $14.1 million, or $0.42 per diluted share. The return on equity was 14.8%, and adjusted return on equity was 15.3%. Book value per share stood at $11.34, and diluted book value per share was $11.03.

For the full year 2024, gross written premiums increased 37.0% to $695.7 million. Net income reached $38.2 million, or $1.29 per diluted share, with adjusted net income at $42.7 million, or $1.44 per diluted share. The return on equity was 13.6%, and adjusted return on equity was 15.2%.

The Casualty division led growth with a 56% increase in premiums. The Healthcare Liability and Professional Liability divisions also saw double-digit growth. Bowhead launched Baleen, a tech-enabled underwriting operation, which generated $1.2 million in gross written premiums in Q4, a 175% sequential growth.

The loss ratio for 2024 was 64.4%, up from 63.0% in 2023. The expense ratio decreased to 31.4% for the year. Net investment income surged 107.1% to $40.1 million, with a book yield of 4.6% and a new money rate of 4.9%.