Skyward Specialty Insurance Group

SKWD · NASDAQ

$61.67+$1.05 (+1.73%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $60.62

SKWD analyst rating

BuyConsensus of 7 analysts over the last 12 months. 86% rate it a buy.

Strong buy0
Buy6
Hold1
Underperform0
Sell0

12-month price target · 14 analysts

Average $72.34 (+17.3% upside)

Low: $56.56
Now: $61.67
High: $84.00

Upgrades and downgrades

The latest rating actions, newest first

SKWD analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
TD Cowen	Aug 11, 2026	Maintains	Hold	$49.00 → $65.00	54%
Keefe, Bruyette & Woods	Aug 10, 2026	Maintains	Outperform	$72.00 → $75.00	68%
Truist Securities	Aug 6, 2026	Maintains	Buy	$70.00 → $75.00	68%
Barclays	Aug 5, 2026	Maintains	Overweight	$65.00 → $68.00	61%
Piper Sandler	Jul 15, 2026	Maintains	Overweight	$68.00 → $72.00	73%
Keefe, Bruyette & Woods	Jul 8, 2026	Maintains	Outperform	$65.00 → $72.00	68%
Barclays	Jul 7, 2026	Maintains	Overweight	$60.00 → $65.00	61%
Piper Sandler	Jul 7, 2026	Maintains	Overweight	$55.00 → $68.00	73%
Barclays	May 8, 2026	Maintains	Overweight	$57.00 → $60.00	61%
Barclays	Apr 8, 2026	Maintains	Overweight	$63.00 → $57.00	61%

The case for and against

Updated Aug 13, 2026

Bull case

Skyward Specialty is well-positioned in the P&C market as shown by their higher than expected earnings, favorable underwriting results, and strong fee income driven by their specialty focus and recent management's effective strategy. However, potential risks such as fluctuations in the E&S market and changes in combined ratios due to exposure to specific industries may impact their growth. The company's partnership with Apollo and innovation may lead to long-term growth opportunities, but investors' focus on short-term top-line growth and concerns about the soft market environment could limit upside potential.

Bear case

Skyward Specialty is facing key risks such as elevated economic and social inflation, rising catastrophe losses, increased industry capital, and lower interest rates. While a slowdown in economic growth may pressure the sector's top-line growth outlook, potential investor rotation away from P&C insurance could have a negative impact on the company's stock. Additionally, Skyward Specialty's exposure to industries such as energy and construction, where they have intentionally reduced their exposure due to loss cost inflation, could also put pressure on their bottom line. Despite their success in certain specialty areas like surety and A&H, the company's overall growth may be impacted by decreased growth in specialty programs. The company's exclusive partnership with Uber for their Autonomous Vehicle Insurance Policy is a positive, but may not be enough to offset potential headwinds and risks in the P&C insurance sector.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.