William Blair Brokers Reduce Earnings Estimates for SKWD

Key Points

• William Blair has revised its Q3 2025 earnings estimate for Skyward Specialty Insurance Group down to $0.85 per share, from a previous estimate of $0.87, with the full-year consensus now at $3.05 per share.
• Multiple analysts have varying ratings on SKWD, with Piper Sandler lowering their price target to $59.00 while JMP Securities raised theirs to $65.00, indicating a mixed outlook for the stock.
• Skyward Specialty's stock is currently priced at $49.39, with a market cap of $2.00 billion, reflecting a P/E ratio of 15.53 and a strong institutional presence with 94.83% of shares owned by hedge funds and other investors.

Skyward Specialty Insurance Group, Inc. (NASDAQ:SKWD - Free Report) - Stock analysts at William Blair decreased their Q3 2025 earnings per share (EPS) estimates for shares of Skyward Specialty Insurance Group in a note issued to investors on Thursday, July 31st. William Blair analyst A. Klauber now forecasts that the company will post earnings per share of $0.85 for the quarter, down from their prior forecast of $0.87. The consensus estimate for Skyward Specialty Insurance Group's current full-year earnings is $3.05 per share. William Blair also issued estimates for Skyward Specialty Insurance Group's Q4 2025 earnings at $0.89 EPS, Q1 2026 earnings at $0.89 EPS and Q3 2026 earnings at $1.08 EPS.

Skyward Specialty Insurance Group (NASDAQ:SKWD - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The company reported $0.89 EPS for the quarter, beating analysts' consensus estimates of $0.86 by $0.03. Skyward Specialty Insurance Group had a net margin of 10.53% and a return on equity of 16.84%. The business had revenue of $319.90 million for the quarter, compared to analysts' expectations of $324.64 million. During the same quarter in the prior year, the firm posted $0.80 earnings per share.

Several other research firms also recently weighed in on SKWD. JMP Securities boosted their price target on shares of Skyward Specialty Insurance Group from $60.00 to $65.00 and gave the stock a "market outperform" rating in a research note on Friday, May 2nd. Truist Financial raised their target price on Skyward Specialty Insurance Group from $61.00 to $70.00 and gave the stock a "buy" rating in a research report on Monday, May 5th. Citigroup reiterated an "outperform" rating on shares of Skyward Specialty Insurance Group in a research report on Friday, May 2nd. Keefe, Bruyette & Woods boosted their target price on Skyward Specialty Insurance Group from $67.00 to $72.00 and gave the company an "outperform" rating in a research report on Thursday, May 29th. Finally, Barclays upped their target price on shares of Skyward Specialty Insurance Group from $63.00 to $64.00 and gave the stock an "overweight" rating in a research note on Friday, April 11th. Four equities research analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company's stock. According to MarketBeat.com, Skyward Specialty Insurance Group currently has an average rating of "Moderate Buy" and an average price target of $60.88.

Skyward Specialty Insurance Group Price Performance

Shares of SKWD traded up $1.30 during trading hours on Monday, hitting $49.23. The company's stock had a trading volume of 268,151 shares, compared to its average volume of 424,644. The company has a market cap of $1.99 billion, a price-to-earnings ratio of 15.46 and a beta of 0.62. Skyward Specialty Insurance Group has a 52-week low of $34.10 and a 52-week high of $65.05. The business has a 50 day simple moving average of $55.94 and a two-hundred day simple moving average of $53.53.

Hedge Funds Weigh In On Skyward Specialty Insurance Group

A number of hedge funds and other institutional investors have recently made changes to their positions in SKWD. Summit Investment Advisors Inc. grew its stake in Skyward Specialty Insurance Group by 6.8% in the 4th quarter. Summit Investment Advisors Inc. now owns 3,886 shares of the company's stock valued at $196,000 after purchasing an additional 247 shares during the period. Arizona State Retirement System grew its position in Skyward Specialty Insurance Group by 4.6% during the first quarter. Arizona State Retirement System now owns 10,329 shares of the company's stock worth $547,000 after buying an additional 451 shares in the last quarter. US Bancorp DE lifted its holdings in shares of Skyward Specialty Insurance Group by 8.2% during the 1st quarter. US Bancorp DE now owns 5,935 shares of the company's stock worth $314,000 after acquiring an additional 451 shares during the last quarter. Janney Montgomery Scott LLC grew its position in Skyward Specialty Insurance Group by 4.7% during the second quarter. Janney Montgomery Scott LLC now owns 10,756 shares of the company's stock valued at $622,000 after acquiring an additional 479 shares during the last quarter. Finally, Oppenheimer Asset Management Inc. grew its holdings in shares of Skyward Specialty Insurance Group by 10.5% in the second quarter. Oppenheimer Asset Management Inc. now owns 5,041 shares of the company's stock worth $291,000 after purchasing an additional 480 shares during the last quarter. 94.83% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CFO Mark W. Haushill sold 52,748 shares of the business's stock in a transaction dated Friday, June 13th. The stock was sold at an average price of $58.76, for a total transaction of $3,099,472.48. Following the completion of the transaction, the chief financial officer directly owned 133,629 shares in the company, valued at approximately $7,852,040.04. The trade was a 28.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman Kirby Hill sold 8,249 shares of Skyward Specialty Insurance Group stock in a transaction on Wednesday, May 14th. The shares were sold at an average price of $60.87, for a total transaction of $502,116.63. Following the completion of the sale, the chairman owned 8,249 shares in the company, valued at $502,116.63. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale can be found here. 8.01% of the stock is owned by corporate insiders.

About Skyward Specialty Insurance Group

Skyward Specialty Insurance Group, Inc, an insurance holding company, underwrites commercial property and casualty insurance products in the United States. It offers general liability, excess liability, professional liability, commercial auto, group accident and health, property, surety, and workers' compensation insurance products.