SKWD
Skyward Specialty Insurance Group, Inc.
$50.05
-1.48%
$2.0B
No data for this timeframe.
Vol
Market Cap$2.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$917.3M
Inst. Activity13 buys / 18 sells
Insider Activity7B / 1S
Insider Net $$904.2K
SEC Reports8
Recent Activity
Jun 12, 2026
SEC
A mixed institutional cluster in SKWD for Q3 2024 shows 12 buyers accumulating $31.0M in new holdings (led by Citadel's
INST-CLUSTER — Impact 4/10
Jun 11, 2026
SEC
Institutional cluster for SKWD in Q4 2025 shows mixed signals: four funds (including Point72 and RenTech) added $15.5M w
INST-CLUSTER — Impact 3/10
May 21, 2026
Insider
Kuczinski Anthony J bought 200 shares
Director @ $47.00 ($9.4K)
May 12, 2026
other
Skyward Specialty Appoints Melissa Goto to Lead E&S Brokerage and Inland Marine Businesses
<p align="left">HOUSTON, May 12, 2026 (GLOBE NEWSWIRE) -- Skyward Specialty Insurance Group, Inc.®
May 11, 2026
Insider
Ashe Gena L acquired via exercise 1,797 shares
Director
May 11, 2026
Insider
Ashe Gena L sold 100 shares
Director @ $46.35 ($4.6K)
May 6, 2026
SEC
Skyward Specialty reported Q1 2026 diluted operating EPS of $1.25, beating consensus of $1.05 by 19%, driven by strong u
8-K — Impact 6/10
Inst.
Polar Capital Holdings Plc — NEW
1,000,000 shares ($43.7M)
Price Targets
$60.64
+21.2% upside
Strong Buy
Current $50.05
Low $49.00
Median $60.00
High $80.00
11 analysts
$49.00
$80.00
Analyst Ratings
5Strong Buy
9Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 27, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 26, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.19 ▼ -2.9% | $1.12 — $1.26 | 33% YoY | 12 |
| Next Q | $1.21 ▼ -1.2% | $1.12 — $1.35 | 15% YoY | 12 |
| Current FY | $4.92 ▲ +1.3% | $4.75 — $5.18 | 23% YoY | 13 |
| Next FY | $5.51 ▲ +1.0% | $5.27 — $5.78 | 12% YoY | 12 |
Latest Reports
MIXED
INST-CLUSTER
4/10
A mixed institutional cluster in SKWD for Q3 2024 shows 12 buyers accumulating $31.0M in new holdings (led by Citadel's
Jun 12, 2026
MIXED
INST-CLUSTER
3/10
Institutional cluster for SKWD in Q4 2025 shows mixed signals: four funds (including Point72 and RenTech) added $15.5M w
Jun 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $145.4M | — |
| Invesco Ltd. | $78.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $72.9M | — |
| STATE STREET CORP | $45.9M | — |
| Polar Capital Holdings Plc | $43.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Kuczinski Anthony | BUY | $9.4K |
| May 11, 2026 | Ashe Gena | M | $0.00 |
| May 11, 2026 | Ashe Gena | SELL | $4.6K |
| May 7, 2026 | Kuczinski Anthony | M | $0.00 |
| May 6, 2026 | Schmitt Thomas | M | $0.00 |
50 institutional holders with $917.3M total value (20,997,466 shares) as of 2026-Q1. Top holders: BlackRock,, Invesco, VANGUARD. Net selling activity: 18 institutions trimmed/exited vs 13 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,328,788 | $145.4M | 15.9% | — |
| 2 | Invesco Ltd. | 1,795,651 | $78.4M | 8.6% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,669,432 | $72.9M | 7.9% | — |
| 4 | STATE STREET CORP | 1,050,677 | $45.9M | 5.0% | — |
| 5 | Polar Capital Holdings Plc | 1,000,000 | $43.7M | 4.8% | NEW |
| 6 | DIMENSIONAL FUND ADVISORS LP | 854,789 | $37.3M | 4.1% | — |
| 7 | Capital International Investors | 831,378 | $36.3M | 4.0% | TRIM -62.4% |
| 8 | Freestone Grove Partners LP | 690,972 | $30.2M | 3.3% | DOUBLED +136.4% |
| 9 | FEDERATED HERMES, INC. | 647,073 | $28.3M | 3.1% | ADD +45.2% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 617,282 | $27.0M | 2.9% | — |
| 11 | GOLDMAN SACHS GROUP INC | 541,278 | $23.6M | 2.6% | — |
| 12 | ROYAL BANK OF CANADA | 504,858 | $22.1M | 2.4% | — |
| 13 | SEI INVESTMENTS CO | 433,298 | $18.9M | 2.1% | DOUBLED +397.5% |
| 14 | JENNISON ASSOCIATES LLC | 422,253 | $18.4M | 2.0% | TRIM -25.4% |
| 15 | TWO SIGMA INVESTMENTS, LP | 395,167 | $17.3M | 1.9% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 345,866 | $15.1M | 1.6% | — |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 336,738 | $14.7M | 1.6% | NEW |
| 18 | WASATCH ADVISORS LP | 319,781 | $14.0M | 1.5% | — |
| 19 | LOOMIS SAYLES & CO L P | 314,912 | $13.8M | 1.5% | — |
| 20 | Swedbank AB | 300,050 | $13.1M | 1.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Polar Capital Holdings Plc | NEW | — | 1,000,000 | — | $43.7M | 2026-Q1 |
| Capital International Investors | TRIM | 2,212,710 | 831,378 | -62.4% | $36.3M | 2026-Q1 |
| Freestone Grove Partners LP | DOUBLED | 292,351 | 690,972 | +136.4% | $30.2M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 87,096 | 433,298 | +397.5% | $18.9M | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 202,840 | 286,944 | +41.5% | $12.5M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 602,784 | 278,159 | -53.9% | $12.1M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 481,281 | 225,144 | -53.2% | $9.8M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 323,705 | 206,443 | -36.2% | $9.0M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 284,813 | 203,179 | -28.7% | $8.9M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 753,046 | 201,555 | -73.2% | $8.8M | 2026-Q1 |
| FMR LLC | DOUBLED | 62,063 | 147,833 | +138.2% | $6.5M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 66,217 | 135,471 | +104.6% | $5.9M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 62,251 | 80,987 | +30.1% | $3.5M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 53,615 | 71,075 | +32.6% | $3.1M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 158,900 | 69,300 | -56.4% | $3.0M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 210,318 | 65,921 | -68.7% | $2.9M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 113,817 | 63,258 | -44.4% | $2.8M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 11,866 | 29,295 | +146.9% | $1.3M | 2026-Q1 |
| Cerity Partners LLC | ADD | 19,471 | 24,851 | +27.6% | $1.1M | 2026-Q1 |
| ExodusPoint Capital Management, LP | TRIM | 46,697 | 20,856 | -55.3% | $911.0K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 48,734 | 14,900 | -69.4% | $651.1K | 2026-Q1 |
| Vident Advisory, LLC | ADD | 5,030 | 8,986 | +78.6% | $392.5K | 2026-Q1 |
| COMMERCE BANK | ADD | 5,931 | 7,459 | +25.8% | $325.8K | 2026-Q1 |
| FRANKLIN RESOURCES INC | NEAR_EXIT | 606,815 | 7,040 | -98.8% | $307.5K | 2026-Q1 |
| STRS OHIO | NEAR_EXIT | 87,589 | 5,900 | -93.3% | $257.7K | 2026-Q1 |
16 unique insiders with 50 transactions. Net insider value: $904.2K ($908.8K bought, $4.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Kuczinski Anthony J | Director | BUY | 200 | $47.00 | $9.4K |
| May 11, 2026 | Ashe Gena L | Director | EXERCISE | 1,797 | — | — |
| May 11, 2026 | Ashe Gena L | Director | SELL | 100 | $46.35 | $4.6K |
| May 7, 2026 | Kuczinski Anthony J | Director | EXERCISE | 1,797 | — | — |
| May 6, 2026 | Schmitt Thomas N | CPO, Skyward Group | EXERCISE | 2,525 | — | — |
| May 6, 2026 | Schmitt Thomas N | CPO, Skyward Group | TAX W/H | 1,322 | $43.68 | $57.7K |
| May 6, 2026 | Schmitt Thomas N | CPO, Skyward Group | EXERCISE | 3,358 | — | — |
| May 6, 2026 | Kapadia Sandip A | Head of Actuarial | EXERCISE | 2,020 | — | — |
| May 6, 2026 | Kapadia Sandip A | Head of Actuarial | TAX W/H | 1,374 | $43.68 | $60.0K |
| May 6, 2026 | Kapadia Sandip A | Head of Actuarial | EXERCISE | 2,686 | — | — |
| May 6, 2026 | Bodnar Dan PK | Chief Information Officer | TAX W/H | 1,004 | $43.68 | $43.9K |
| May 6, 2026 | Bodnar Dan PK | Chief Information Officer | EXERCISE | 2,020 | — | — |
| May 6, 2026 | Bodnar Dan PK | Chief Information Officer | EXERCISE | 2,686 | — | — |
| May 6, 2026 | Burkhart John A III | President, US P&C | EXERCISE | 3,619 | — | — |
| May 6, 2026 | Burkhart John A III | President, US P&C | TAX W/H | 1,894 | $43.68 | $82.7K |
| May 6, 2026 | Burkhart John A III | President, US P&C | EXERCISE | 4,813 | — | — |
| May 6, 2026 | HAUSHILL MARK W | CFO - Skyward Group | EXERCISE | 3,787 | — | — |
| May 6, 2026 | HAUSHILL MARK W | CFO - Skyward Group | TAX W/H | 1,982 | $43.68 | $86.6K |
| May 6, 2026 | HAUSHILL MARK W | CFO - Skyward Group | EXERCISE | 5,036 | — | — |
| May 6, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | EXERCISE | 20,150 | — | — |
| May 6, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | TAX W/H | 7,930 | $43.68 | $346.4K |
| May 6, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | EXERCISE | 15,151 | — | — |
| May 6, 2026 | Duffy Sean W | EVP & Chief Claims Officer | EXERCISE | 2,861 | — | — |
| May 6, 2026 | Duffy Sean W | EVP & Chief Claims Officer | TAX W/H | 1,671 | $43.68 | $73.0K |
| May 6, 2026 | Duffy Sean W | EVP & Chief Claims Officer | EXERCISE | 3,805 | — | — |
| May 6, 2026 | Terry Katharine | Director | AWARD | 3,334 | — | — |
| May 6, 2026 | Peirce Christopher Locke | Director | AWARD | 3,890 | — | — |
| May 6, 2026 | Morrissey Michael J. | Director | AWARD | 3,334 | — | — |
| May 6, 2026 | Kuczinski Anthony J | Director | AWARD | 3,334 | — | — |
| May 6, 2026 | Dall Marcia A | Director | AWARD | 3,334 | — | — |
| May 6, 2026 | Ashe Gena L | Director | AWARD | 3,334 | — | — |
| May 5, 2026 | Creager Robert E. | Director | EXERCISE | 1,797 | — | — |
| May 5, 2026 | Hays James Charles | Director | EXERCISE | 1,797 | — | — |
| Mar 3, 2026 | Kuczinski Anthony J | Director | BUY | 1,000 | $48.13 | $48.1K |
| Mar 2, 2026 | Kuczinski Anthony J | Director | BUY | 2,000 | $48.79 | $97.6K |
| Mar 2, 2026 | Peirce Christopher Locke | Director | BUY | 3,200 | $47.30 | $151.4K |
| Feb 27, 2026 | Kuczinski Anthony J | Director | BUY | 2,000 | $46.88 | $93.8K |
| Feb 27, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | BUY | 10,821 | $46.57 | $503.9K |
| Feb 27, 2026 | McHarg Taryn Leonie | CFO - Apollo | BUY | 100 | $46.71 | $4.7K |
| Feb 26, 2026 | HAUSHILL MARK W | EVP & CFO, Skyward Group | TAX W/H | 1,436 | $45.89 | $65.9K |
| Feb 26, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | TAX W/H | 6,916 | $45.89 | $317.4K |
| Feb 26, 2026 | Bodnar Dan PK | Chief Information Officer | TAX W/H | 876 | $45.89 | $40.2K |
| Feb 26, 2026 | Schmitt Thomas N | CPO, Skyward Group | TAX W/H | 1,153 | $45.89 | $52.9K |
| Feb 26, 2026 | Kapadia Sandip A | Head of Actuarial | TAX W/H | 847 | $45.89 | $38.9K |
| Feb 26, 2026 | Burkhart John A III | President, US P&C | TAX W/H | 1,652 | $45.89 | $75.8K |
| Feb 26, 2026 | Duffy Sean W | EVP & Chief Claims Officer | TAX W/H | 1,391 | $45.89 | $63.8K |
| Feb 25, 2026 | Schmitt Thomas N | CPO, Skyward Group | EXERCISE | 2,929 | — | — |
| Feb 25, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | EXERCISE | 17,575 | — | — |
| Feb 25, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | EXERCISE | 15,151 | — | — |
| Feb 25, 2026 | Robinson Andrew S | Chairman & CEO, Skyward Group | AWARD | 28,841 | — | — |
8 SEC filing reports analyzed. Sentiment: 5 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 5.5/10.
MIXED
INST-CLUSTER
4/10
A mixed institutional cluster in SKWD for Q3 2024 shows 12 buyers accumulating $31.0M in new holding
Jun 12, 2026
MIXED
INST-CLUSTER
3/10
Institutional cluster for SKWD in Q4 2025 shows mixed signals: four funds (including Point72 and Ren
Jun 11, 2026
BULLISH
8-K
6/10
Skyward Specialty reported Q1 2026 diluted operating EPS of $1.25, beating consensus of $1.05 by 19%
May 6, 2026
BULLISH
PRESS-RELEASE
7/10
Skyward Specialty reported Q1 2026 adjusted operating EPS of $1.25, 12.6% above consensus of $1.11,
May 6, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable. The filing is a DEFA14A,
Mar 25, 2026
BULLISH
CLUSTER
7/10
Multiple Skyward Specialty executives, including CEO Andrew Robinson and other C-suite leaders, made
Mar 4, 2026
BULLISH
CLUSTER
7/10
Skyward Specialty executives, including CEO Andrew Robinson and CFO Mark Haushill, engaged in a clus
Mar 3, 2026
BULLISH
CLUSTER
7/10
Skyward Specialty CEO and another insider made open-market purchases totaling $655K, signaling confi
Mar 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (74% buy). Based on 19 analysts: 5 strong buy, 9 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$60.64 mean target
+21.2% upside
Strong Buy (1.92)
$49.00 Low
$80.00 High
| Metric | Value |
|---|---|
| Current Price | $50.05 |
| Target Low | $49.00 |
| Target Mean | $60.64 |
| Target Median | $60.00 |
| Target High | $80.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (1.92) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.19 | $1.12 | $1.26 | 33.3% | -2.9% | 1↑ 8↓ | $0.5B | 48.3% | 12 |
| Next Q 2026-09-30 |
$1.21 | $1.12 | $1.35 | 15.3% | -1.2% | 2↑ 6↓ | $0.5B | 29.4% | 12 |
| Current FY 2026-12-31 |
$4.92 | $4.75 | $5.18 | 23.0% | +1.3% | 11↑ 0↓ | $1.9B | 36.9% | 13 |
| Next FY 2027-12-31 |
$5.51 | $5.27 | $5.78 | 12.1% | +1.0% | 7↑ 2↓ | $2.1B | 7.9% | 12 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.186 | |
| 7d ago | $1.188 | -0.002 |
| 30d ago | $1.222 | -0.035 |
| 60d ago | $1.224 | -0.037 |
| 90d ago | $1.228 | -0.041 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 27, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 26, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jan 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% | |
| May 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% | |
| Apr 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% | |
| Mar 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% | |
| Feb 1, 2026 | 6 | 8 | 5 | 0 | 0 | 74% | |
| Jan 1, 2026 | 6 | 7 | 5 | 0 | 0 | 72% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
other
Skyward Specialty Appoints Melissa Goto to Lead E&S Brokerage and Inland Marine Businesses
<p align="left">HOUSTON, May 12, 2026 (GLOBE NEWSWIRE) -- Skyward Specialty Insurance Group, Inc.®, a Skyward Group Company, (Nasdaq: SKWD) ("Skywar
May 6, 2026
earnings
Skyward Group Reports First Quarter 2026 Results
Skyward Group Reports First Quarter 2026 Results
May 6, 2026
earnings_calendar
SKWD Q1 2026 Earnings Scheduled — 2026-05-06
Apr 9, 2026
earnings
Skyward Specialty Insurance Group to Host First Quarter 2026 Earnings Call Thursday, May 7th, 2026
<p align="justify">HOUSTON , April 09, 2026 (GLOBE NEWSWIRE) -- Skyward Specialty Insurance Group, Inc (Nasdaq: SKWD) (“Skyward Group” or “the Compa
Apr 1, 2026
other
Industry Leader Peter Hearn To Join Board Of Directors; Jim Hays To Retire After Distinguished Service
<p>HOUSTON, April 01, 2026 (GLOBE NEWSWIRE) -- Skyward Group (Nasdaq: SKWD) (“the Group” or “the Company”), the unified specialty insurance organiza
Mar 27, 2026
short_interest
FTD: SKWD — 35,394 shares ($1.5M) failed to deliver
Settlement: 20260327, Price: $43.26, FTD Value: $1,531,144.44, SKYWARD SPECIALTY INS GROUP IN
Mar 2, 2026
short_interest
FTD: SKWD — 163,517 shares ($7.6M) failed to deliver
Settlement: 20260302, Price: $46.47, FTD Value: $7,598,634.99, SKYWARD SPECIALTY INS GROUP IN
Feb 23, 2026
earnings_calendar
SKWD Q4 2025 Earnings After Market Close — 2026-02-23