Keefe, Bruyette & Woods raises Bowhead Specialty price target to $45

Published 11/08/2025, 17:52
Keefe, Bruyette & Woods raises Bowhead Specialty price target to $45

Investing.com - Keefe, Bruyette & Woods raised its price target on Bowhead Specialty Holdings (NYSE:BOW) to $45.00 from $42.00 on Monday, while maintaining an Outperform rating on the stock.

The investment firm increased its earnings per share estimates for the specialty insurer to $1.70, $2.10, and $2.50 for 2025, 2026, and 2027, respectively, up from previous forecasts of $1.65, $2.05, and $2.40.

The revised outlook reflects expectations for faster premium growth and lower expense ratios, partially offset by higher loss ratios and slightly lower net investment income, according to Keefe, Bruyette & Woods.

The firm believes the current market valuation of Bowhead Specialty underappreciates its strong premium growth prospects and favorable specialty casualty insurance market conditions.

Keefe, Bruyette & Woods expects sustained strong and profitable gross written premium growth without material net reserve charges to boost the company’s shares over the next 12 months.

In other recent news, Bowhead Specialty Holdings Inc. announced a secondary public offering involving 2 million shares of its common stock. The shares are being sold by GPC Partners Investments (SPV III) LP, and Bowhead Specialty will not receive any proceeds from the sale. RBC Capital Markets, LLC is underwriting this offering. In analyst updates, Keefe, Bruyette & Woods reiterated its outperform rating for Bowhead Specialty, maintaining a price target of $45.00. The firm has kept its earnings per share estimates at $1.65 for 2025 and $2.05 for 2026, while introducing a new estimate of $2.40 for 2027. These recent developments provide investors with insights into the company’s financial outlook and market activities.

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