Bowhead Specialty Holdings Inc. (BOW)
NYSE · Fire, Marine & Casualty Insurance · Finance, insurance and real estate · CIK 2002473 · fiscal year ends in Dec
Closing price $34.19 on 29 Oct 2026; 52-week range $21.44 to $34.29.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $615.2M
- Revenue growth
- 25.0%
- Net income, last twelve months
- $62.2M
- Earnings per share
- $1.85
- Operating margin
- 12.7%
- Net margin
- 10.1%
- Free cash flow
- $328.8M
- Return on equity
- 13.2%
- Market value
- $1.1B
- Price to earnings
- 18.5x
- Cash
- $141.7M
- Debt
- $146.6M
- Debt to equity
- 0.31
- Shares outstanding
- 32.9M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $551.6M | $67.3M | $53.8M | $1.59 | $326.0M | 10-K filed 24 Feb 2026 |
| FY2024 | 31 Dec 2024 | $425.7M | $50.5M | $38.2M | $1.29 | $291.2M | 10-K filed 27 Feb 2025 |
| FY2023 | 31 Dec 2023 | $283.4M | $32.1M | $25.0M | $1.04 | $232.4M | 10-K filed 27 Feb 2025 |
| FY2022 | 31 Dec 2022 | $187.6M | $14.7M | $11.3M | $0.47 | $177.7M | 10-K filed 27 Feb 2025 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $163.9M | $16.1M | $0.48 |
| Q1 FY2026 | 31 Mar 2026 | $155.7M | $16.0M | $0.48 |
| Q4 FY2025 | 31 Dec 2025 | $151.7M | $14.8M | $0.44 |
| Q3 FY2025 | 30 Sep 2025 | $143.9M | $15.2M | $0.45 |
| Q2 FY2025 | 30 Jun 2025 | $133.3M | $12.3M | $0.36 |
| Q1 FY2025 | 31 Mar 2025 | $122.7M | $11.4M | $0.34 |
| Q4 FY2024 | 31 Dec 2024 | $119.3M | $13.6M | $0.41 |
| Q3 FY2024 | 30 Sep 2024 | $116.8M | $12.1M | $0.36 |
Company events
The newest 8-K filings of 21 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 14 Sep 2026 | 8-K | Leadership change | 5.02 |
| 19 Aug 2026 | 8-K | Leadership change | 5.02 |
| 3 Aug 2026 | 8-K | Results, Material agreement, Other events | 1.01, 2.02, 8.01, 9.01 |
| 5 May 2026 | 8-K | Results, Material agreement, Shareholder vote, Investor update | 1.01, 2.02, 5.07, 7.01, 9.01 |
| 24 Feb 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 1 Dec 2025 | 8-K | Material agreement, New debt | 1.01, 2.03, 9.01 |
| 25 Nov 2025 | 8-K | Material agreement, Agreement ended | 1.01, 1.02, 9.01 |
| 4 Nov 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 2 Oct 2025 | 8-K | Leadership change | 5.02 |
| 8 Aug 2025 | 8-K | Other events | 8.01, 9.01 |
| 5 Aug 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 6 Jun 2025 | 8-K | Investor update | 7.01 |
Every filing
The newest filings with the SEC of 77 held.
| Filed | Form | Period |
|---|---|---|
| 14 Oct 2026 | DEFM14A | – |
| 5 Oct 2026 | PRER14A | – |
| 1 Oct 2026 | CT ORDER | – |
| 23 Sep 2026 | PRER14A | – |
| 14 Sep 2026 | 8-K | 12 Sep 2026 |
| 28 Aug 2026 | PREM14A | 28 Aug 2026 |
| 19 Aug 2026 | 8-K | 17 Aug 2026 |
| 5 Aug 2026 | DEF 14A | 5 Aug 2026 |
| 3 Aug 2026 | DEF 14A | 3 Aug 2026 |
| 3 Aug 2026 | 10-Q | 30 Jun 2026 |
| 3 Aug 2026 | 8-K | 2 Aug 2026 |
| 5 May 2026 | 10-Q | 31 Mar 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 6 Oct 2026 | Glazer Capital, LLC | 13G | 5.2% | 1.7M |
| 24 Jul 2026 | Victory Capital Management, Inc. | 13G | 5.39% | 1.8M |
| 13 Feb 2026 | American Century Investment Management, Inc. | 13G | 5.6% | 1.8M |
| 14 Nov 2025 | GPC Partners Investments (SPV III) LP | 13G amended | 27.4% | 9.0M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 956.1K | +51.26% | 3.96 |
| 30 Sep 2026 | 632.1K | +5.06% | 2.34 |
| 15 Sep 2026 | 601.6K | +9.79% | 1.68 |
| 31 Aug 2026 | 548.0K | -4.48% | 1.46 |
| 14 Aug 2026 | 573.7K | -17.61% | 1 |
| 31 Jul 2026 | 696.3K | +6.33% | 5.08 |
| 15 Jul 2026 | 654.9K | -9.66% | 3.46 |
| 30 Jun 2026 | 724.9K | -4.95% | 3.2 |
Funds that hold it
From each fund's latest Form 13F.
191 funds held it at 30 Jun 2026: 99 added and 42 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Gallatin Point Capital LLC | 8,968,445 | $268.4M | 0 |
| American Family Investments, Inc. | 4,700,761 | $140.7M | 0 |
| American Century Companies Inc. | 2,081,072 | $62.3M | +111,404 |
| Victory Capital Management Inc. | 1,729,490 | $51.8M | +187,840 |
| BlackRock, Inc. | 1,552,167 | $46.5M | +139,560 |
| Polar Capital Holdings Plc | 1,500,000 | $44.9M | 0 |
| Vanguard Capital Management LLC | 834,303 | $25.0M | +5,881 |
| Silvercrest Asset Management Group LLC | 551,821 | $16.5M | +551,821 |
| Geode Capital Management, LLC | 455,139 | $13.6M | +33,892 |
| Morgan Stanley | 436,205 | $13.1M | +22,275 |
Peers
Companies in the same industry.
- Berkshire Hathaway Inc. (BRK.B): revenue $384.7B, market value $1.17T
- Chubb Ltd. (CB): revenue $61.8B, market value $138.6B
- Progressive Corp. (PGR): revenue $91.1B, market value $133.8B
- Travelers Companies, Inc. (TRV): revenue $48.9B, market value $81.6B
- Allstate Corp. (ALL): revenue $70.1B, market value $65.0B
- American International Group, Inc. (AIG): revenue $26.6B, market value $42.7B
- Arch Capital Group Ltd. (ACGL): revenue $19.2B, market value $35.5B
- Hartford Insurance Group, Inc. (HIG): revenue $29.0B, market value $35.3B
- Everest Group, Ltd. (EG): revenue $16.8B, market value $29.8B
- Cincinnati Financial Corp. (CINF): revenue $13.3B, market value $27.9B