Bowhead Specialty Holdings Inc. (BOW)
Bowhead Specialty Holdings Inc. brought in $643M of revenue over the twelve months to September 30, 2026, up 23.8% from a year earlier. Net income was $59.9M, a net margin of 9.3%. Operating cash flow minus capital spending left $326M of free cash flow in fiscal 2025. At September 30, 2026 it held $232.2M in cash against $146.7M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.
Key facts about Bowhead Specialty Holdings Inc.
- Net worth
- Bowhead Specialty Holdings Inc. has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $451.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $551.6M (+29.6% year on year), with net income of $53.8M. Over the 12 months to September 30, 2026: revenue $643M, net income $59.9M.
- Cash flow
- In fiscal 2025 operations brought in $331.6M of cash; after $5.6M of capital spending, free cash flow was $326M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Bowhead Specialty Holdings Inc.'s next report is expected around February 23, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Bowhead Specialty Holdings Inc. does
Bowhead Specialty Holdings Inc. is registered with the SEC under industry code SIC 6331 (Fire, Marine & Casualty Insurance). Its shares trade on NYSE under the ticker BOW.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $551.6M | $53.8M | $1.59 | $326M |
| 2024 | $425.7M | $38.2M | $1.29 | $291.2M |
| 2024 | $283.4M | $25M | $1.04 | $232.4M |
| 2022 | $187.6M | $11.3M | $0.47 | $177.7M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BOW ranks in Finance
Latest SEC filings
What Bowhead Specialty Holdings Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 3, 2026Form SC 13E3/A filing SC 13E3/A
- November 3, 2026Additional proxy material DEFA14A
- November 3, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 19% to $171.8M versus the same quarter last year; diluted EPS $0.38 versus $0.45.
- November 3, 2026
- October 14, 2026Form SC 13E3/A filing SC 13E3/A
- October 14, 2026Merger proxy statement DEFM14A
- October 6, 2026Passive stake (5% or more) SCHEDULE 13G
- October 5, 2026Form SC 13E3/A filing SC 13E3/A
- October 5, 2026Form PRER14A filing PRER14A
- September 23, 2026Form SC 13E3/A filing SC 13E3/A
What is BOW worth? A DCF from its reported cash flow
Insider trades
What the people running Bowhead Specialty Holdings Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 23, 2026 | Newman David JohnChief Underwriting Officer | Shares withheld for tax | 2,118 | $59.9K |
| May 23, 2026 | Mulcahey BradCFO and Treasurer | Shares withheld for tax | 1,027 | $29.1K |
| May 23, 2026 | Yap Shirley Shek LiChief Accounting Officer | Shares withheld for tax | 679 | $16.2K |
| May 22, 2026 | Sills Stephen JayCEO and President, Director | Shares withheld for tax | 13,053 | $371.5K |
| April 30, 2026 | Foy David ThomasDirector | Received as pay | 3,361 | - |
| April 30, 2026 | Lowenstein PriceDirector | Received as pay | 3,361 | - |
| April 30, 2026 | Brock-Kyle AngelaDirector | Received as pay | 6,722 | - |
| April 30, 2026 | Holman David CliffordDirector | Received as pay | 3,361 | - |
Who owns BOW
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| GPC Partners Investments (SPV III) LP13G, passive with 4 related filers | 27.4% | November 14, 2025 |
| American Family Mutual Insurance Company, S.I.13G, passive with 2 related filers | 15.2% | August 4, 2025 |
| American Century Investment Management, Inc.13G, passive with 2 related filers | 5.6% | February 13, 2026 |
| Victory Capital Management, Inc.13G, passive | 5.39% | July 24, 2026 |
| Glazer Capital, LLC13G, passive with 1 related filers | 5.2% | October 6, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 174 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Gallatin Point Capital LLC | 8,968,445 | 0 |
| American Family Investments, Inc. | 4,700,761 | 0 |
| American Century Companies Inc | 2,081,072 | +111,404 |
| Victory Capital Management Inc | 1,729,490 | +187,840 |
| BlackRock, Inc. | 1,552,167 | +139,560 |
| Polar Capital Holdings Plc | 1,500,000 | 0 |
| Vanguard Capital Management LLC | 834,303 | +5,881 |
| Silvercrest Asset Management Group LLC | 551,821 | new |
| Geode Capital Management, LLC | 455,139 | +33,892 |
| Morgan Stanley | 436,205 | +22,275 |
| State Street Corp | 427,643 | +30,663 |
| Schroder Investment Management Group | 418,809 | +67,149 |
| Two Sigma Investments, LP | 415,153 | -103,571 |
| Vanguard Portfolio Management LLC | 350,807 | -34,321 |
| Wasatch Advisors LP | 348,437 | +78,209 |
| Dimensional Fund Advisors LP | 304,318 | +47,673 |
| DAVENPORT & Co LLC | 294,801 | 0 |
| Qube Research & Technologies Ltd | 251,475 | -164,183 |
| Aqr Capital Management LLC | 171,075 | +100,046 |
| Nuveen, LLC | 169,658 | +111,942 |
Insiders
11 insiders reported holding 1,611,422 shares in total, about $55.1M at the last price.
| Holder | Shares |
|---|---|
| Sills Stephen JayCEO and President, Director | 970,226120,000 held indirectly |
| Newman David JohnChief Underwriting Officer | 295,077 |
| Mulcahey BradCFO and Treasurer | 135,300 |
| Yap Shirley Shek LiChief Accounting Officer | 82,879 |
| Fondriest FabianDirector | 49,818 |
| Brock-Kyle AngelaDirector | 43,495 |
| Foy David ThomasDirector | 10,085 |
| Baker TomDirector | 10,085 |
| Holman David CliffordDirector | 5,716 |
| Schnidman AvaDirector | 5,380 |
Questions about BOW
What does Bowhead Specialty Holdings Inc. do?
Bowhead Specialty Holdings Inc. is a company in the Finance sector, listed on NYSE as BOW. Its shares trade on NYSE under the ticker BOW.
What is Bowhead Specialty Holdings Inc.'s net worth?
Bowhead Specialty Holdings Inc. has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $451.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Bowhead Specialty Holdings Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $59.9M on revenue of $643M, a net margin of 9.3%.
How much revenue does Bowhead Specialty Holdings Inc. make?
Over the twelve months to September 30, 2026 Bowhead Specialty Holdings Inc. reported revenue of $643M. That is 23.8% more than a year earlier.
When did Bowhead Specialty Holdings Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026.
When is Bowhead Specialty Holdings Inc.'s next earnings report?
Bowhead Specialty Holdings Inc.'s next report is expected around February 23, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Bowhead Specialty Holdings Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.