Skyward Specialty is a specialty insurance company that provides commercial insurance products and tailored underwriting and claims solutions, predominantly in the United States. It serves businesses in niche markets where standard coverage may not meet their needs, and distributes through retail agents, wholesale brokers, program administrators and captive managers. Skyward Specialty has one reportable segment and nine underwriting divisions, covering areas including accident and health, agriculture and credit reinsurance, captives, construction and energy, global property, professional lines, specialty programs, surety and transactional E&S. Its products include liability, property, commercial auto, workers’ compensation, medical stop loss, surety and specialty risk-transfer coverage. The company earns underwriting income from insurance and reinsurance, and also provides captive and related services. Its subsidiary Apollo underwrites specialty insurance through Lloyd’s syndicates and earns managing agency fees and profit commissions. Skyward Specialty is headquartered in Houston, Texas.
Skyward Specialty Insurance Group reported a 10.2% increase in gross written premiums to $668.3M in Q3 2026, but net premiums fell 8.4% to $403.9M due to reduced risk retention. Profitability remained strong, with a combined ratio of 88.3% and net operating income up 32.2% to $58.5M. The company faces challenges in sustaining growth amid declining net earned premiums. Peers Kinsale Capital and RLI Corp. also reported mixed premium trends but maintained underwriting profitability.
Raymond James reiterated a Strong Buy rating and $75.00 price target for Skyward Specialty Insurance Group (NASDAQ:SKWD), citing strong value and growth prospects. The stock has risen 39% in six months. Q3 2026 net investment income increased 54% YoY to $34 million. Management prioritizes debt repayment over share buybacks. Raymond James raised its 2026 EPS estimate to $5.10. Skyward reported Q3 EPS of $1.28, beating estimates by 42.2%, with revenue at $501.77 million.
Jefferies increased its price target for Skyward Specialty Insurance (NASDAQ:SKWD) to $64, maintaining a Hold rating. The firm cited the company's diversification and attractive valuation, but noted rising competition. Skyward reported Q3 2026 earnings of $1.28 per share, exceeding estimates, with revenue of $501.77 million. The stock declined due to competitive pressures and lack of 2027 guidance.
via TradingView
SKWD sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning SKWD (Skyward Specialty Insurance Group, Inc.). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent SKWD coverage spans earnings and financial news.
What's driving SKWD
The company posted higher gross premiums but lower net premiums, with operating income up year‑over‑year.
AlphAI scores every news story that mentions SKWD with an AI model for sentiment and relevance, and aggregates insider trades from Skyward Specialty Insurance Group, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Skyward Specialty Insurance Group reported a 10.2% increase in gross written premiums to $668.3M in Q3 2026, but net premiums fell 8.4% to $403.9M due to reduced risk retention. Profitability remained strong, with a combined ratio of 88.3% and net operating income up 32.2% to $58.5M. The company faces challenges in sustaining growth amid declining net earned premiums. Peers Kinsale Capital and RLI Corp. also reported mixed premium trends but maintained underwriting profitability.
Raymond James reiterated a Strong Buy rating and $75.00 price target for Skyward Specialty Insurance Group (NASDAQ:SKWD), citing strong value and growth prospects. The stock has risen 39% in six months. Q3 2026 net investment income increased 54% YoY to $34 million. Management prioritizes debt repayment over share buybacks. Raymond James raised its 2026 EPS estimate to $5.10. Skyward reported Q3 EPS of $1.28, beating estimates by 42.2%, with revenue at $501.77 million.
Jefferies increased its price target for Skyward Specialty Insurance (NASDAQ:SKWD) to $64, maintaining a Hold rating. The firm cited the company's diversification and attractive valuation, but noted rising competition. Skyward reported Q3 2026 earnings of $1.28 per share, exceeding estimates, with revenue of $501.77 million. The stock declined due to competitive pressures and lack of 2027 guidance.
Skyward Specialty Insurance Group, Inc. (SKWD) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Skyward Group Reports Third Quarter 2026 Results Houston, TX – November 5, 2026 – Skyward Specialty Insurance Group, Inc. (Nasdaq: SKWD) (“Skyward Group” or the “Company”) today reported third quarter 2026 results. Summary Financial Data ($ in thousands, except per s
Skyward Specialty Insurance (SKWD) reported Q3 2026 revenue of $455.3M, up 19% YoY but missing estimates by 9%. EPS beat expectations at $1.09. Net premiums earned grew 15.7% YoY but missed estimates by 15.7%. Book value per share rose 21% YoY to $28.74, slightly missing estimates. CEO Andrew Robinson highlighted strong performance and growth strategies. Shares fell 4.8% post-earnings.
Skyward Specialty Insurance (SKWD) will report earnings after market close on Thursday. Last quarter, it beat revenue expectations with $489.5M, up 53% YoY. Analysts expect 30.8% YoY revenue growth this quarter. The stock is up 10.3% over the last month, with an average price target of $70.73.
Slingshot Insurance and Skyward Group (SKWD) have partnered to expand embedded insurance. Skyward, an investor in Slingshot's $27M seed round, will provide A-rated capacity nationwide. The deal aims to accelerate product development and market reach in areas like travel and gig economy insurance.
Apollo, a Skyward Group company (SKWD), has partnered with Generali to launch Red Bridge Syndicate 2031, approved by Lloyd's. The syndicate will underwrite Generali's reinsurance program starting January 2027. Apollo will manage the syndicate, adding to its 11 syndicates, and expects fee-based revenue growth for Skyward Group.
Citizens reiterated a Market Outperform rating and $80 price target for Skyward Specialty (SKWD), citing its diversification and undervaluation. The company reported Q2 2026 earnings of $1.30 per share, beating estimates, with revenue of $489.53 million. Piper Sandler maintained an Overweight rating with a $72 target. Citizens noted sector-wide negative book value impacts due to market conditions.
Old Republic International (ORI) fell 8.8% post-earnings, trading at $59.72. Radian Group (RDN) reported $580.7M revenue, up 95.7% YoY, but missed EPS estimates, dropping 14.4% to $33.51. Skyward Specialty Insurance (SKWD) posted $489.5M revenue, up 53% YoY, beating estimates, but fell 10.4% to $55.17. Kinsale Capital Group (KNSL) reported $548.5M revenue, up 16.8% YoY, beating estimates, and remained flat at $331.18.
