Picton Mahoney Asset Management Makes New $1.05 Million Investment in Skyward Specialty Insurance Group, Inc. $SKWD

Picton Mahoney Asset Management purchased a new stake in Skyward Specialty Insurance Group, Inc. (NASDAQ:SKWD) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 22,000 shares of the company’s stock, valued at approximately $1,046,000. Picton Mahoney Asset Management owned approximately 0.05% of Skyward Specialty Insurance Group at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Assetmark Inc. lifted its stake in Skyward Specialty Insurance Group by 1,210.5% in the 3rd quarter. Assetmark Inc. now owns 747 shares of the company’s stock valued at $36,000 after purchasing an additional 690 shares during the last quarter. PNC Financial Services Group Inc. increased its holdings in shares of Skyward Specialty Insurance Group by 840.1% during the third quarter. PNC Financial Services Group Inc. now owns 1,664 shares of the company’s stock worth $79,000 after buying an additional 1,487 shares in the last quarter. Osaic Holdings Inc. lifted its stake in shares of Skyward Specialty Insurance Group by 140.9% in the 2nd quarter. Osaic Holdings Inc. now owns 1,462 shares of the company’s stock valued at $84,000 after acquiring an additional 855 shares during the last quarter. State of Alaska Department of Revenue acquired a new stake in shares of Skyward Specialty Insurance Group during the 3rd quarter valued at $89,000. Finally, Quantbot Technologies LP bought a new stake in Skyward Specialty Insurance Group during the 2nd quarter worth $134,000. 94.83% of the stock is currently owned by institutional investors and hedge funds.

Skyward Specialty Insurance Group News Roundup

Here are the key news stories impacting Skyward Specialty Insurance Group this week:

• Positive Sentiment: Q4 beat and constructive earnings call — Skyward reported Q4 EPS of $1.17 vs. $0.96 est. and revenue slightly above consensus; management emphasized strong underwriting performance and return metrics, improving earnings visibility. Read More.
• Positive Sentiment: Material insider buying — multiple director purchases (Anthony Kuczinski and Christopher Locke Peirce among others) totaling several thousand shares at ~$47–48/sh signal management confidence and reduce information asymmetry for investors. Read More.
• Positive Sentiment: Analyst coverage remains constructive — several firms maintain buy/outperform ratings and lifted targets, producing a consensus “Moderate Buy” and an average price target well above current levels, which supports upside potential. Read More.
• Neutral Sentiment: Valuation and sector writeups — recent commentary revisits Skyward’s multiple vs. peers after the share move; useful for framing upside but not an immediate catalyst. Read More.
• Neutral Sentiment: Institutional positions noted — high institutional ownership and some incremental fund buys confirm investor interest but don’t guarantee near‑term flows. Read More.
• Negative Sentiment: Deal‑related risks flagged — analysis highlights integration, accounting and regulatory risks tied to Skyward’s Apollo‑related transaction that could pressure results or guidance if issues emerge. Monitor updates and any impact to reserving or reported earnings. Read More.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on SKWD shares. Keefe, Bruyette & Woods upped their target price on Skyward Specialty Insurance Group from $69.00 to $70.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Zacks Research downgraded Skyward Specialty Insurance Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 9th. Raymond James Financial set a $66.00 target price on shares of Skyward Specialty Insurance Group in a research report on Friday, December 5th. Wall Street Zen raised shares of Skyward Specialty Insurance Group from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Finally, Piper Sandler dropped their price target on shares of Skyward Specialty Insurance Group from $65.00 to $55.00 and set an “overweight” rating for the company in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $65.80.

Skyward Specialty Insurance Group Stock Performance

NASDAQ:SKWD opened at $49.17 on Friday. Skyward Specialty Insurance Group, Inc. has a fifty-two week low of $42.45 and a fifty-two week high of $65.05. The company has a 50 day simple moving average of $46.54 and a two-hundred day simple moving average of $47.49. The company has a market capitalization of $2.19 billion, a PE ratio of 12.08 and a beta of 0.54.

Skyward Specialty Insurance Group (NASDAQ:SKWD) last posted its quarterly earnings data on Monday, February 23rd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $0.96 by $0.21. Skyward Specialty Insurance Group had a net margin of 12.00% and a return on equity of 17.98%. The company had revenue of $385.59 million for the quarter, compared to analyst estimates of $380.86 million. During the same period in the prior year, the firm posted $0.80 EPS. Research analysts predict that Skyward Specialty Insurance Group, Inc. will post 3.05 EPS for the current year.

Insider Activity

In other Skyward Specialty Insurance Group news, Director Christopher Locke Peirce bought 3,200 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were bought at an average price of $47.30 per share, for a total transaction of $151,360.00. Following the transaction, the director directly owned 3,200 shares in the company, valued at approximately $151,360. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Sandip A. Kapadia sold 5,030 shares of Skyward Specialty Insurance Group stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $50.01, for a total value of $251,550.30. Following the completion of the sale, the insider owned 8,059 shares of the company’s stock, valued at approximately $403,030.59. The trade was a 38.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders acquired 30,500 shares of company stock worth $1,433,546. 8.01% of the stock is owned by insiders.

Skyward Specialty Insurance Group Company Profile

Skyward Specialty Insurance Group, Inc (NASDAQ: SKWD) is a publicly traded specialty property and casualty insurance underwriter. The company focuses on niche market segments, offering tailored insurance solutions designed to address the specific risk profiles of its target industries.

Through its underwriting platform, Skyward Specialty provides coverage in areas including general liability, professional liability, commercial package, inland marine and other selected specialty lines. Its products are distributed primarily through a network of wholesale brokers, program administrators and managing general agents, enabling the company to reach a diverse client base and adapt quickly to evolving market needs.

Headquartered in the United States, Skyward Specialty Insurance Group operates across multiple states and applies data-driven underwriting and risk management practices to maintain disciplined reserving and consistent performance.