Skyward Specialty Insurance Group, Inc. SKWD R2K
Skyward Specialty Insurance Group, Inc., an insurance holding company, provides commercial property and casualty insurance coverages in the United States. It offers general liability, excess liability, and professional liability, as well as cyber and media liability insurance; commercial auto, group accident and health, property, agriculture, credit, and surety and workers' compensation; and property, agriculture, and credit specialty reinsurance. The company was formerly known as Houston International Insurance Group, Ltd. and changed its name to Skyward Specialty Insurance Group, Inc. in November 2020. Skyward Specialty Insurance Group, Inc. was incorporated in 2006 and is based in Houston, Texas.
READ MORE ›Market & Price
Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Compounding revenue at 30.6% over 5 years.
- Profit CAGR of 62.8% over 5 years.
CONS
- Trading 32.1% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SKWD Skyward Specialty Insurance Group, Inc. R2K | 44.12 | 10.63 | $1.79B | - | - | 17.12% | 30.65% | 62.81% |
| 2 | JPM JPMorgan Chase & Co. SPX | 299.31 | 14.33 | $802.00B | 2.00% | - | 16.47% | 12.50% | 14.83% |
| 3 | V Visa Inc. SPX | 326.36 | 28.48 | $620.65B | 0.82% | 38.38% | 60.35% | 10.92% | 10.28% |
| 4 | MA Mastercard Incorporated SPX | 493.98 | 28.57 | $436.47B | 0.70% | 61.47% | - | 13.82% | 14.66% |
| 5 | MS Morgan Stanley SPX | 208.00 | 18.84 | $328.08B | 1.92% | - | 16.39% | 9.52% | 15.20% |
| 6 | GS The Goldman Sachs Group, Inc. SPX | 1,025.56 | 18.73 | $302.55B | 1.76% | - | 14.55% | 7.16% | 15.11% |
| 7 | WFC Wells Fargo & Company SPX | 77.54 | 11.98 | $237.29B | 2.32% | - | 12.03% | 4.02% | 15.98% |
| 8 | BLK BlackRock, Inc. SPX | 1,046.88 | 26.32 | $162.51B | 2.19% | 4.89% | 11.90% | 10.65% | 2.36% |
| 9 | SCHW The Charles Schwab Corporation SPX | 87.35 | 17.37 | $151.91B | 1.47% | - | 19.08% | 4.83% | 7.21% |
Quarterly Results
Figures in USD.
| Metric | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 230.00K | 2.06M | 1.36M | 1.49M | 2.24M | 2.08M | 2.03M | 2.05M | - | - | 330.51M | 320.80M | 382.18M | 385.73M | 477.16M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | 53.27M | 51.67M | 62.47M | 56.94M | 69.80M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | 1.83M | 1.88M | 1.92M | 2.29M | 7.72M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | 51.44M | 49.80M | 60.55M | 54.65M | 62.08M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | 9.38M | 10.96M | 14.65M | 11.42M | 12.35M |
| Net Income | 16.31M | 5.07M | -2.40M | 15.56M | 19.45M | 21.71M | 36.78M | 30.97M | - | - | 42.06M | 38.84M | 45.90M | 43.23M | 49.73M |
| Diluted EPS | 0.50 | 0.16 | -0.15 | 0.42 | 0.51 | 0.57 | 0.90 | 0.75 | - | - | 1.01 | 0.93 | 1.10 | 1.03 | 1.09 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 636.40M | 895.40M | 1.15B | 1.42B |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - |
| Operating Income | - | 56.19M | 120.13M | 162.24M | 224.34M |
| EBITDA | - | - | - | - | - |
| Interest Expense | - | 6.41M | 10.02M | 9.50M | 7.92M |
| Pretax Income | - | 49.78M | 110.10M | 152.74M | 216.42M |
| Tax Provision | - | 10.39M | 24.12M | 33.91M | 46.40M |
| Net Income | - | 39.40M | 85.98M | 118.83M | 170.03M |
| Diluted EPS | - | 1.05 | 2.24 | 2.87 | 4.07 |
Compounded Sales Growth
| 5 Years: | 30.65% |
| 1 Year: | 44.80% |
Compounded Profit Growth
| 5 Years: | 62.81% |
| 1 Year: | 7.90% |
Stock Price Performance
| 1 Year: | -30.36% |
| 6 Months: | -10.49% |
| 3 Months: | -5.06% |
| 1 Month: | -1.50% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Total Assets | - | - | 2.36B | 2.95B | 3.73B | 4.79B |
| Current Assets | - | - | - | - | - | - |
| Cash & Equivalents | - | - | 45.44M | 65.89M | 121.60M | 168.54M |
| Inventory | - | - | - | - | - | - |
| Receivables | - | - | 720.57M | 775.57M | 1.18B | 1.66B |
| Total Liabilities | - | - | 1.94B | 2.29B | 2.94B | 3.78B |
| Current Liabilities | - | - | - | - | - | - |
| Long Term Debt | - | - | 128.61M | 78.69M | 119.54M | 119.98M |
| Total Debt | - | - | 128.61M | 128.69M | 119.54M | 119.98M |
| Total Equity | 303.22M | - | 421.66M | 661.03M | 794.00M | 1.01B |
| Shares Outstanding | - | - | 37.60M | 39.86M | 40.13M | 40.51M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 208.94M | 338.19M | 305.12M | 408.08M |
| Investing Cash Flow | - | -193.38M | -493.81M | -243.69M | -366.90M |
| Financing Cash Flow | - | 2.18M | 130.95M | -4.23M | 411.00K |
| Capital Expenditure | - | -2.33M | -3.16M | -4.22M | -7.45M |
| Free Cash Flow | - | 206.61M | 335.03M | 300.89M | 400.62M |
| Net Change in Cash | - | 17.74M | -24.68M | 57.19M | 41.59M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | 8.8% | 13.4% | 14.1% | 15.8% |
| Net Margin % | - | 6.2% | 9.6% | 10.4% | 12.0% |
| ROE % | - | 9.3% | 13.0% | 15.0% | 16.8% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 8.21% | 3.33M | $146.87M |
| 2 | Reinhart Partners, LLC | 6.86% | 2.78M | $122.69M |
| 3 | Invesco Ltd. | 4.43% | 1.80M | $79.22M |
| 4 | Price (T.Rowe) Associates Inc | 4.28% | 1.74M | $76.55M |
| 5 | Vanguard Capital Management LLC | 4.12% | 1.67M | $73.66M |
| 6 | Westwood Holdings Group Inc. | 3.28% | 1.33M | $58.65M |
| 7 | State Street Corporation | 2.59% | 1.05M | $46.36M |
| 8 | Polar Capital Holdings PLC | 2.47% | 1.00M | $44.12M |
| 9 | Geode Capital Management, LLC | 2.46% | 998.29K | $44.04M |
| 10 | American Century Companies Inc | 2.40% | 975.03K | $43.02M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SKWD