GPC Fund to sell 2 million shares of Bowhead Specialty in secondary offering

Published 06/08/2025, 21:34
GPC Fund to sell 2 million shares of Bowhead Specialty in secondary offering

NEW YORK - Bowhead Specialty Holdings Inc. (NYSE:BOW), a specialty insurer with a market capitalization of $1.02 billion, announced Wednesday that GPC Partners Investments (SPV III) LP plans to sell 2 million shares of the company’s common stock in an underwritten secondary public offering. The announcement comes as InvestingPro data shows the stock has faced headwinds, declining significantly over the past three months.

Bowhead Specialty will not sell any shares in the offering and will not receive any proceeds from the sale, according to a press release statement. RBC Capital Markets, LLC is serving as the underwriter for the proposed secondary offering.

The underwriter will offer the shares through various methods, including negotiated transactions, at prevailing market prices or at negotiated prices.

The offering will be conducted through an effective registration statement and prospectus. Bowhead Specialty previously filed a registration statement on Form S-3 with the U.S. Securities and Exchange Commission, which became effective on June 18, 2025, and will file a prospectus supplement for this offering.

Bowhead Specialty Holdings is a specialty insurance business providing casualty, professional liability and healthcare liability insurance products. The company was founded by industry veteran Stephen Sills and is staffed by experienced insurance industry professionals.

Potential investors can obtain copies of the prospectus and related supplement from RBC Capital Markets or through the SEC’s website.

In other recent news, Bowhead Specialty Holdings reported a strong performance in the first quarter of 2025. The company saw a 26% increase in gross written premiums, reaching $175 million. Additionally, Bowhead recorded an adjusted net income of $11.5 million, or 34 cents per diluted share. Despite these positive results, the stock experienced a premarket decline of 2.2%, indicating some investor caution. Bowhead remains optimistic, projecting a 20% annual premium growth moving forward.

In related developments, investment firm Keefe, Bruyette & Woods reiterated its outperform rating for Bowhead, maintaining a price target of $45.00. The firm also kept its earnings per share estimates at $1.65 for 2025 and $2.05 for 2026, while introducing a 2027 estimate of $2.40 per share. The price target is based on 22.0 times the firm’s 2026 earnings estimate. These updates reflect recent developments concerning Bowhead Specialty Holdings.

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