BOW
Bowhead Specialty Holdings Inc.
$25.63
-0.47%
$841.6M
No data for this timeframe.
Vol
Market Cap$841.6M
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders8 funds
Inst. Value$77.8M
Inst. Activity2 buys / 1 sells
SEC Reports1
Recent Activity
May 23, 2026
Insider
Yap Shirley Shek Li sold 2,353 shares
Chief Accounting Officer @ $28.30 ($66.6K)
May 23, 2026
Insider
Newman David John sold 4,506 shares
Chief Underwriting Officer @ $28.30 ($127.5K)
May 23, 2026
Insider
Mulcahey Brad sold 3,506 shares
CFO and Treasurer @ $28.30 ($99.2K)
May 5, 2026
earnings_calendar
BOW Q1 2026 Earnings Scheduled — 2026-05-05
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — all doubled their positions in Bowh
INST-CLUSTER — Impact 5/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
235,100 shares ($6.7M)
Inst.
WELLS FARGO & COMPANY/MN — DOUBLED
19,469 shares ($555.6K)
Price Targets
$31.43
+20.1% upside
Strong Buy
Current $26.17
Low $28.00
Median $31.00
High $35.00
7 analysts
$28.00
$35.00
Analyst Ratings
1Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| May 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 13, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 ▲ +1.1% | $0.44 — $0.51 | 28% YoY | 7 |
| Next Q | $0.51 | $0.48 — $0.57 | 9% YoY | 7 |
| Current FY | $2.00 ▲ +1.9% | $1.90 — $2.10 | 21% YoY | 7 |
| Next FY | $2.42 ▲ +1.3% | $2.27 — $2.62 | 21% YoY | 7 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $40.2M | ADD |
| MORGAN STANLEY | $12.6M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $9.5M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $6.7M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $4.2M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 23, 2026 | Yap Shirley | F | $66.6K |
| May 23, 2026 | Newman David | F | $127.5K |
| May 23, 2026 | Mulcahey Brad | F | $99.2K |
| May 23, 2026 | Mulcahey Brad | F | $29.1K |
| May 23, 2026 | Newman David | F | $59.9K |
8 institutional holders with $77.8M total value (2,726,988 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,409,544 | $40.2M | 51.7% | ADD +36.7% |
| 2 | MORGAN STANLEY | 440,529 | $12.6M | 16.2% | DOUBLED +107.0% |
| 3 | TWO SIGMA INVESTMENTS, LP | 333,986 | $9.5M | 12.2% | ADD +40.8% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 235,100 | $6.7M | 8.6% | TRIM -26.7% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 145,878 | $4.2M | 5.3% | ADD +66.1% |
| 6 | BANK OF AMERICA CORP /DE/ | 131,215 | $3.7M | 4.8% | TRIM -36.7% |
| 7 | WELLS FARGO & COMPANY/MN | 19,469 | $555.6K | 0.7% | DOUBLED +100.6% |
| 8 | FMR LLC | 11,267 | $321.6K | 0.4% | DOUBLED +3938.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 320,700 | 235,100 | -26.7% | $6.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 9,707 | 19,469 | +100.6% | $555.6K | 2025-Q4 |
| FMR LLC | DOUBLED | 279 | 11,267 | +3938.4% | $321.6K | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 1,102,688 | 1,506,887 | +36.7% | $40.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 302,486 | 425,781 | +40.8% | $11.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 158,300 | 320,700 | +102.6% | $8.7M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 85,219 | 141,535 | +66.1% | $3.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 189,097 | 119,660 | -36.7% | $3.2M | 2025-Q3 |
| UBS Group AG | DOUBLED | 14,072 | 79,980 | +468.4% | $2.2M | 2025-Q3 |
| NORGES BANK | EXIT | 20,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 752,320 | 1,102,688 | +46.6% | $41.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 204,056 | 302,486 | +48.2% | $11.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 305,813 | 189,097 | -38.2% | $7.1M | 2025-Q2 |
| NORGES BANK | NEW | — | 20,000 | — | $750.6K | 2025-Q2 |
| UBS Group AG | TRIM | 26,153 | 14,072 | -46.2% | $528.1K | 2025-Q2 |
| FMR LLC | ADD | 279 | 351 | +25.8% | $13.2K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 147,486 | 204,056 | +38.4% | $8.3M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 99,400 | 151,300 | +52.2% | $6.2M | 2025-Q1 |
| UBS Group AG | DOUBLED | 11,645 | 26,153 | +124.6% | $1.1M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 6,465 | 8,995 | +39.1% | $365.6K | 2025-Q1 |
| FMR LLC | DOUBLED | 12 | 279 | +2225.0% | $11.3K | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 40,833 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 135,936 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 205,485 | 425,328 | +107.0% | $15.1M | 2024-Q4 |
| NORGES BANK | DOUBLED | 20,000 | 135,936 | +579.7% | $4.8M | 2024-Q4 |
11 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 23, 2026 | Yap Shirley Shek Li | Chief Accounting Officer | F | 2,353 | $28.30 | $66.6K |
| May 23, 2026 | Newman David John | Chief Underwriting Officer | F | 4,506 | $28.30 | $127.5K |
| May 23, 2026 | Mulcahey Brad | CFO and Treasurer | F | 3,506 | $28.30 | $99.2K |
| May 23, 2026 | Mulcahey Brad | CFO and Treasurer | F | 1,027 | $28.30 | $29.1K |
| May 23, 2026 | Newman David John | Chief Underwriting Officer | F | 2,118 | $28.30 | $59.9K |
| May 23, 2026 | Yap Shirley Shek Li | Chief Accounting Officer | F | 679 | $23.80 | $16.2K |
| May 22, 2026 | Sills Stephen Jay | CEO and President | F | 24,353 | $28.46 | $693.1K |
| May 22, 2026 | Sills Stephen Jay | CEO and President | F | 13,053 | $28.46 | $371.5K |
| Apr 30, 2026 | Schnidman Ava | Director | A | 3,361 | $0.00 | $0.00 |
| Apr 30, 2026 | Lowenstein Price | Director | A | 3,361 | $0.00 | $0.00 |
| Apr 30, 2026 | Fondriest Fabian | Director | A | 6,722 | $0.00 | $0.00 |
| Apr 30, 2026 | Holman David Clifford | Director | A | 3,361 | $0.00 | $0.00 |
| Apr 30, 2026 | FOY DAVID THOMAS | Director | A | 3,361 | $0.00 | $0.00 |
| Apr 30, 2026 | Brock-Kyle Angela | Director | A | 6,722 | $0.00 | $0.00 |
| Apr 30, 2026 | Baker Tom | Director | A | 3,361 | $0.00 | $0.00 |
| Mar 13, 2026 | Sills Stephen Jay | CEO and President | G | 120,000 | $0.00 | $0.00 |
| Mar 12, 2026 | Sills Stephen Jay | CEO and President | G | 7,700 | $0.00 | $0.00 |
| Feb 20, 2026 | Mulcahey Brad | CFO and Treasurer | F | 1,274 | $24.90 | $31.7K |
| Feb 20, 2026 | Newman David John | Chief Underwriting Officer | F | 1,443 | $24.90 | $35.9K |
| Feb 20, 2026 | Sills Stephen Jay | CEO and President | F | 5,419 | $24.90 | $134.9K |
| Feb 20, 2026 | Yap Shirley Shek Li | Chief Accounting Officer | F | 524 | $24.90 | $13.0K |
| Feb 19, 2026 | Mulcahey Brad | CFO and Treasurer | A | 25,145 | $0.00 | $0.00 |
| Feb 19, 2026 | Newman David John | Chief Underwriting Officer | A | 23,488 | $0.00 | $0.00 |
| Feb 19, 2026 | Sills Stephen Jay | CEO and President | A | 90,703 | $0.00 | $0.00 |
| Feb 19, 2026 | Yap Shirley Shek Li | Chief Accounting Officer | A | 9,826 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 12 analysts: 1 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$31.43 mean target
+20.1% upside
Strong Buy (2.14)
$28.00 Low
$35.00 High
| Metric | Value |
|---|---|
| Current Price | $26.17 |
| Target Low | $28.00 |
| Target Mean | $31.43 |
| Target Median | $31.00 |
| Target High | $35.00 |
| # Analysts | 7 |
| Recommendation | Strong Buy (2.14) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.47 | $0.44 | $0.51 | 28.0% | +1.1% | 5↑ 2↓ | $0.2B | 25.9% | 7 |
| Next Q 2026-09-30 |
$0.51 | $0.48 | $0.57 | 9.1% | -0.1% | 3↑ 3↓ | $0.2B | 21.7% | 7 |
| Current FY 2026-12-31 |
$2.00 | $1.90 | $2.10 | 21.2% | +1.9% | 5↑ 1↓ | $0.7B | 23.4% | 7 |
| Next FY 2027-12-31 |
$2.42 | $2.27 | $2.62 | 21.0% | +1.3% | 4↑ 2↓ | $0.8B | 18.1% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.474 | |
| 7d ago | $0.474 | |
| 30d ago | $0.469 | +0.005 |
| 60d ago | $0.467 | +0.007 |
| 90d ago | $0.468 | +0.005 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| May 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 13, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Apr 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 25, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Dec 22, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 7 | 4 | 0 | 0 | 67% | |
| May 1, 2026 | 1 | 7 | 3 | 0 | 0 | 73% | |
| Apr 1, 2026 | 1 | 7 | 3 | 0 | 0 | 73% | |
| Mar 1, 2026 | 1 | 7 | 3 | 0 | 0 | 73% | |
| Feb 1, 2026 | 1 | 7 | 3 | 0 | 0 | 73% | |
| Jan 1, 2026 | 1 | 7 | 3 | 0 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings_calendar
BOW Q1 2026 Earnings Scheduled — 2026-05-05
Feb 24, 2026
earnings_calendar
BOW Q4 2025 Earnings Before Market Open — 2026-02-24