Skyward Specialty Insurance Group, Inc. (SKWD)

Skyward Specialty Insurance Group, Inc.'s stock has experienced movements influenced by earnings reports and broader market conditions over the past six months. The company's 52-week stock price has ranged from $41.28 to $65.05. In its Q2 CY2025 earnings report, Skyward Specialty missed analysts' revenue expectations by 1.4%, reporting revenues of $319.9 million, though this still represented a 14.3% year-on-year increase. However, the company beat analysts' non-GAAP profit estimates, reporting $0.89 per share, which was 2.7% above consensus. Following an earlier earnings report on May 9, 2023, where the company reported an EPS of $0.42, beating expectations of $0.342, the stock price increased by 2.306%. Analysts have generally reconfirmed their estimates for the company, anticipating it to maintain its course heading into upcoming earnings. Skyward Specialty Insurance was scheduled to announce its Q3 2025 earnings results on October 29, 2025.

Demand for Skyward Specialty Insurance Group, Inc.'s products and services exhibits some seasonality. The first quarter (Q1) is typically a high-growth quarter, largely due to significant renewals in Accident & Health (A&H) insurance, which account for over 50% of the annual premium. The second quarter (Q2) is generally expected to have lower growth due to a lull in A&H renewals, although it is the largest renewal quarter for Global Property. The third quarter (Q3) is anticipated to be another higher-growth quarter, while Q4 growth is influenced by year-end competitive dynamics.

Skyward Specialty Insurance Group, Inc. provides a broad array of insurance coverages tailored to various market niches, including general liability, excess liability, professional liability, commercial auto, group accident and health, property, surety, agriculture, credit, workers' compensation, and cannabis insurance. The company emphasizes underwriting excellence, innovative solutions, and a commitment to serving underserved or complex insurance needs. Skyward Specialty leverages advanced data analytics and technological capabilities, including AI, for precise risk selection and competitive pricing.

Skyward Specialty Insurance Group, Inc. underwrites commercial property and casualty insurance products throughout the United States, maintaining a significant market presence across the country. The company is headquartered in Houston, Texas.

Skyward Specialty Insurance Group, Inc. has built a reputation for its agility, deep industry expertise, and commitment to exceptional customer service. The company's customer satisfaction ratings average above 90%. Its strategic focus on building strong broker relationships and delivering superior claims handling also contributes to its positive standing. There is no specific information available regarding events that have negatively impacted Skyward Specialty Insurance Group, Inc.'s brand reputation in the past year.

Major institutional investors hold a significant portion of Skyward Specialty Insurance Group, Inc. As of June 2025, top institutional holders included BlackRock, Inc., VANGUARD GROUP INC, Capital International Investors, Invesco Ltd., DRIEHAUS CAPITAL MANAGEMENT LLC, and FRANKLIN RESOURCES INC. However, by September 2025, the percentage of Skyward Specialty Insurance owned by institutions reportedly changed from 91.0% in June 2025 to 0.0%, with GAMMA Investing LLC being the primary institutional investor with 327 shares. Over the past 24 months, there have been insider purchases totaling $127,507.44 across 63,756 shares, with CEO Talat Imran acquiring shares in late 2023 and Director Jean Luc Butel also making significant purchases in November 2023. Conversely, major shareholders like South Cone Investments Limited and Isidoro Alfonso Quiroga Corte sold shares valued at over $20 million combined in late 2023 and October 2025.