Bowhead Specialty (NYSE:BOW) Price Target Cut to $30.00 by Analysts at Royal Bank Of Canada

Bowhead Specialty (NYSE:BOW) had its price target reduced by equities researchers at Royal Bank Of Canada from $33.00 to $30.00 in a note issued to investors on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Royal Bank Of Canada’s price objective suggests a potential upside of 21.98% from the stock’s previous close.

Other research analysts have also issued reports about the stock. Keefe, Bruyette & Woods lowered their target price on shares of Bowhead Specialty from $38.00 to $36.00 and set an “outperform” rating on the stock in a research report on Tuesday, January 6th. Zacks Research lowered Bowhead Specialty from a “hold” rating to a “strong sell” rating in a report on Friday, January 23rd. Weiss Ratings restated a “hold (c-)” rating on shares of Bowhead Specialty in a research report on Monday, December 29th. Piper Sandler upped their target price on shares of Bowhead Specialty from $30.00 to $32.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. Finally, Morgan Stanley lowered their price objective on Bowhead Specialty from $31.00 to $29.00 and set an “equal weight” rating for the company in a research report on Monday, November 17th. Five research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $33.33.

Bowhead Specialty Price Performance

NYSE BOW traded up $0.23 on Wednesday, hitting $24.59. 58,221 shares of the company’s stock were exchanged, compared to its average volume of 214,243. The firm has a market cap of $806.19 million, a price-to-earnings ratio of 15.71, a P/E/G ratio of 0.81 and a beta of -1.05. The firm’s 50-day moving average price is $25.83 and its two-hundred day moving average price is $26.99. Bowhead Specialty has a fifty-two week low of $22.15 and a fifty-two week high of $42.29.

Bowhead Specialty (NYSE:BOW) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.47 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.02. Bowhead Specialty had a return on equity of 13.53% and a net margin of 10.12%.The firm had revenue of $151.68 million for the quarter, compared to the consensus estimate of $145.99 million. On average, research analysts predict that Bowhead Specialty will post 1.36 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Martingale Asset Management L P raised its position in Bowhead Specialty by 1.9% in the fourth quarter. Martingale Asset Management L P now owns 25,791 shares of the company’s stock worth $736,000 after acquiring an additional 484 shares in the last quarter. Invesco Ltd. boosted its position in Bowhead Specialty by 3.5% during the 4th quarter. Invesco Ltd. now owns 14,484 shares of the company’s stock worth $413,000 after acquiring an additional 490 shares during the period. Royal Bank of Canada increased its stake in Bowhead Specialty by 45.5% in the 4th quarter. Royal Bank of Canada now owns 2,065 shares of the company’s stock valued at $59,000 after buying an additional 646 shares during the period. Jump Financial LLC raised its holdings in shares of Bowhead Specialty by 6.6% during the fourth quarter. Jump Financial LLC now owns 10,860 shares of the company’s stock worth $310,000 after acquiring an additional 673 shares in the last quarter. Finally, Langdon Equity Partners acquired a new stake in shares of Bowhead Specialty during the 4th quarter valued at about $28,000.

Key Headlines Impacting Bowhead Specialty

Here are the key news stories impacting Bowhead Specialty this week:

• Positive Sentiment: Strong premium growth and top-line beat — Gross written premiums rose ~21.3% to $224.1M and revenue of $151.7M topped Street estimates, showing scale expansion in Bowhead’s specialty lines business. Business Wire Release
• Positive Sentiment: Upbeat 2026 growth outlook — Management expects roughly 20% premium growth next year and cited acceleration in digital underwriting, which supports revenue and margin expansion assumptions going forward. MSN: Guidance
• Positive Sentiment: Earnings and profitability context — Multiple outlets report EPS around $0.47 and net income of $14.8M for the quarter, with net margin (~10.1%) and ROE (~13.5%) indicating solid underlying profitability versus prior year. Those metrics are supportive of valuation as earnings visibility improves. MarketBeat
• Neutral Sentiment: Full release, slide deck and call transcripts available — The company posted the press release and slide deck (useful for modeling exposure by product/craft vs digital). These materials clarify reserves, loss ratio trends and distribution plans but contain no surprise adjustments. Slide Deck / Press Release
• Neutral Sentiment: Analyst write-ups and summaries — Zacks, Yahoo and Seeking Alpha published analyses comparing key metrics to estimates; these help investors parse reserve development, underwriting margins and growth drivers. Zacks Analysis
• Negative Sentiment: Conflicting EPS reporting on transcripts — Some transcripts (e.g., InsiderMonkey) report an EPS figure below consensus (~$0.4411 vs $0.45), creating short‑term confusion and volatility as traders reconcile the official release with alternate call reads. That inconsistency can trigger intraday selling or wider spreads. InsiderMonkey Transcript
• Negative Sentiment: Technical and valuation headwinds — The stock is trading below its 50- and 200-day moving averages, and while P/E and PEG look reasonable, the share price could face selling pressure if investors focus on reversion to mean or rotate into higher-growth names. MarketBeat Quote

About Bowhead Specialty

Bowhead Specialty Holdings Inc provides specialty property and casualty insurance products in the United States. It underwrites casualty insurance solutions for risks in the construction, distribution, heavy manufacturing, real estate, and hospitality segments; professional liability insurance solutions for financial institutions, private and public directors and officers liability insurance, errors and omissions liability insurance, and cyber segments; and healthcare solutions for hospitals, senior care providers, managed care organizations, miscellaneous medical facilities, and healthcare management liability segments.