BOWFinancial Services · Insurance - Property & CasualtyThe 7 Wall Street analysts covering Bowhead Specialty Holdings, Inc. hold a median 12-month price target of $34 — +0.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 6 Oct 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Bowhead Specialty Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (85): Analysts have, on balance, been raising their forecasts.
Accruals (12): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on BOW, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +0.7% from it.
Of the 20 most recent actions, 6 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Sept 2026 | Citizens | Downgrade | Market Perform | — |
| 19 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 19 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $30 → $34 |
| 4 Aug 2026 | RBC Capital | Downgrade | Sector Perform | — |
| 4 Aug 2026 | RBC Capital | Downgrade | Sector Perform | $38 → $34 |
| 20 July 2026 | JP Morgan | Maintains | Neutral | — |
| 20 July 2026 | JP Morgan | Maintains | Neutral | $30 → $33 |
| 15 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 15 July 2026 | Piper Sandler | Maintains | Overweight | $32 → $36 |
| 13 July 2026 | RBC Capital | Maintains | Outperform | — |
| 13 July 2026 | RBC Capital | Maintains | Outperform | $30 → $38 |
| 8 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 8 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $34 → $36 |
| 6 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $28 → $30 |
| 6 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 26 May 2026 | Piper Sandler | Maintains | Overweight | — |
| 21 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 13 May 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 12 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 13 Apr 2026 | Citizens | Maintains | Market Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BOW appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 6 Oct 2026, Bowhead Specialty Holdings, Inc. returned +28.7% against +17.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 40% of US stocks
Cheaper than 54% of US stocks
Cheaper than 39% of US stocks
Cheaper than 30% of US stocks
Higher than 72% of US stocks
Higher than 66% of US stocks
Higher than 72% of US stocks
Higher than 70% of US stocks
Higher than 72% of US stocks
Higher than 62% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Bowhead Specialty Holdings, Inc. has a market value of $1.1B and an enterprise value of $1.1B.
Revenue in the twelve months to 30 June 2026: $615.1M. The latest quarter grew 23.0% year on year.
Net income over the same four quarters: $62.2M, a 10.1% net margin.
Diluted earnings per share, trailing twelve months: $1.85.
Free cash flow in the twelve months to 30 June 2026: $328.8M.
Trailing P/E: 18.3×; forward P/E: 13.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Bowhead Specialty Holdings, Inc. employs 296 people — $2.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| BOWBowhead Specialty Holdings, Inc. | $1.1B | 35 |
| TRUPTrupanion, Inc. | $1.1B | 35 |
| HRTGHeritage Insurance Holdings, Inc. | $1.1B | 95 |
| UVEUniversal Insurance Holdings, Inc. | $1.2B | 97 |
| ASICAtegrity Specialty Insurance Company Holdings | $1.2B | 44 |
| UFCSUnited Fire Group, Inc. | $1.4B | 80 |
| HIPOHippo Holdings, Inc. | $857.1M | 71 |
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Bowhead Specialty Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Bowhead Specialty Holdings Inc. (BOW) was upgraded to a Zacks Rank #2 (Buy) amid growing optimism about its earnings prospects. The upgrade reflects increased confidence in the company's future performance.
Why it matters — A Buy-ranked upgrade signals improved earnings outlook and may draw increased investor attention to BOW.
Halper Sadeh LLC, an investor rights law firm, announced it is investigating the sale of Bowhead Specialty Holdings Inc. to American Family Mutual Insurance Company for $34.00 per share in cash, examining whether Bowhead is obtaining a fair price for its shareholders. The firm is encouraging Bowhead shareholders to learn about their rights and options.
Why it matters — BOW watchers would care because the investigation raises questions about the fairness of the $34.00 per share cash acquisition price being offered to shareholders in the pending sale to American Family.
A law firm, Wohl & Fruchter LLP, has announced it is investigating the fairness of the proposed acquisition of Bowhead Specialty Holdings by American Family Mutual Insurance Company for $34.00 per share in cash.
Why it matters — The investigation could affect whether the proposed sale at $34.00 per share proceeds as planned, which is of direct interest to Bowhead shareholders.
Law firm Kahn Swick & Foti, LLC, led by former Louisiana Attorney General Charles C. Foti Jr., announced it is investigating the proposed sale of Bowhead Specialty Holdings Inc. to American Family Mutual Insurance Company. Under the proposed transaction, Bowhead shareholders would receive $34.00 in cash per share, and the firm is examining whether that consideration and the sale process are adequate.
Why it matters — A BOW watcher would care because the investigation signals potential shareholder scrutiny of the $34.00 per-share price and the process behind the proposed takeover.
AM Best commented that the Credit Ratings of American Family Insurance Group's affiliates and its subsidiaries remain unchanged following the announced acquisition of the remaining outstanding shares of Bowhead Specialty Holdings Inc., a specialty property/casualty insurer operating in both admitted and non-admitted markets. The transaction is expected to complement American Family's operations.
Why it matters — A BOW watcher would care because AM Best stated the credit ratings of the acquiring American Family group are unchanged in connection with the pending acquisition of Bowhead.
The 7 Wall Street analysts covering Bowhead Specialty Holdings, Inc. have a median 12-month price target of $34, with estimates ranging from $34 to $36. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Bowhead Specialty Holdings, Inc., 1 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Bowhead Specialty Holdings, Inc. 35 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Bowhead Specialty Holdings, Inc. ranks 35 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (85 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +0.7% from the last close, and Ticker Nerd's factor model ranks Bowhead Specialty Holdings, Inc. 35 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Bowhead Specialty Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BOW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $34 to $36 over the next 12 months.
Bowhead Specialty Holdings, Inc. returned +28.7% over the 12 months to 6 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Bowhead Specialty Holdings Inc. is a specialty insurance holding company that provides commercial property and casualty insurance products in the United States.
The most recent item we track (Zacks Investment Research, 30 Sept 2026): "Bowhead Specialty Holdings Inc. (BOW) Upgraded to Buy: What Does It Mean for the Stock?". Bowhead Specialty Holdings Inc. (BOW) was upgraded to a Zacks Rank #2 (Buy) amid growing optimism about its earnings prospects. The upgrade reflects increased confidence in the company's future performance.
Bowhead Specialty Holdings Inc. is a specialty insurance holding company that provides commercial property and casualty insurance products in the United States. The company focuses on underwriting solutions for casualty, professional liability, and healthcare-related risks, serving businesses and organizations with complex coverage needs. Its casualty offerings address sectors such as construction, distribution, heavy manufacturing, real estate, and hospitality. Its professional liability portfolio includes directors and officers liability, errors and omissions liability, employment practices liability, fiduciary liability, fidelity liability, miscellaneous professional liability, crime insurance, and cyber coverage for financial institutions. Bowhead Specialty also provides healthcare-focused solutions for hospitals, senior care providers, managed care organizations, miscellaneous medical facilities, and management liability exposures. Through these specialty lines, Bowhead Specialty Holdings Inc. plays a targeted role in the U.S. insurance market by covering niche and hard-to-place commercial risks.
CEO Mr. Stephen Jay Sills · 296 employees · United States · https://bowheadspecialty.com
