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Bowhead Specialty Holdings Inc. Reports Third Quarter 2025 Results

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NEW YORK--( BUSINESS WIRE)--Bowhead Specialty Holdings Inc. (NYSE: BOW), a specialty lines insurance group focused on providing casualty, professional liability and healthcare liability insurance products, today announced financial results for the third quarter ended September 30, 2025. (1)

Third Quarter 2025 Highlights

Bowhead Chief Executive Officer, Stephen Sills, commented, “Bowhead delivered another excellent quarter highlighted by consistent strong top and bottom line growth. Gross written premiums in the third quarter grew 17.5% year-over-year and adjusted net income grew 25.5%. We achieved adjusted return on equity of 15.1% and diluted adjusted earnings per share of $0.47. These results are a testament to our disciplined approach to underwriting, the continued expansion of our “craft” and “flow” underwriting operations, and our commitment to operational excellence. Collectively, these results reinforce what I’ve said in the past: Bowhead is a franchise built for enduring success and cross-cycle profitability.”

Underwriting Results

The 17.5% increase in gross written premiums to $231.5 million in the third quarter of 2025 was driven by our increasing renewal book and continued growth in our platform across all divisions:

Our loss ratio of 65.9% in the third quarter of 2025 increased 1.4 points compared to 64.5% in the third quarter of 2024.

The 0.3 point increase in our current accident year loss ratio was driven by changes in our portfolio mix. During the three months ended September 30, 2025, our Casualty division, which has comparatively higher current accident year industry loss ratios, comprised a larger proportion of our net earned premiums compared to the prior period.

The remaining 1.1 point increase in our prior accident year loss ratio was due to expected loss ratios applied to audit premiums fully earned in the quarter but associated with prior accident years. This increase was not based on actual losses settling for more than reserved, and did not represent an increase in estimated reserves on unresolved claims.

Our expense ratio was 29.5% for the three months ended September 30, 2025, reflecting a decrease of 0.4 points compared to 29.9% for the same period in 2024. This decrease in our expense ratio was primarily driven by the 1.2 point decrease in our operating expenses ratio and a 0.3 point increase in other insurance-related income, which contributed to the lowering of our expense ratio. These improvements were partially offset by the 1.1 point increase in our net acquisition costs ratio.

The decrease in our operating expenses ratio was due to the continued scaling of our business, where net earned premiums grew at a higher rate than our expenses, as well as the prudent management of our expenses.

The increase in our net acquisition costs ratio was driven by an increase in the ceding fee we pay to American Family and, to a lesser extent, earned broker commissions due to changes in our portfolio mix.

Investment Results

Net investment income increased 30.9% in the quarter to $15.0 million, driven by a higher balance of investments and higher yields on invested assets. Our investment portfolio had a book yield of 4.8% and a new money rate of 4.6% as of September 30, 2025.

The weighted average effective duration of our investment portfolio, which included cash equivalents, was 2.9 years and had an average rating of “AA” as of September 30, 2025.

____________________

(1) Comparisons in this release are made to September 30, 2024 financial results unless otherwise noted.

Summary of Operating Results

The following table summarizes the Company’s results of operations for the three and nine months ended September 30, 2025 and 2024:

Three Months Ended September 30,

Nine Months Ended September 30,

2025

2024

% Change

2025

2024

% Change

($ in thousands, except percentages and per share data)

Gross written premiums

$

231,515

$

196,976

17.5

%

$

638,724

$

510,948

25.0

%

Ceded written premiums

(82,492

)

(68,643

)

20.2

%

(224,079

)

(179,710

)

24.7

%

Net written premiums

$

149,023

$

128,333

16.1

%

$

414,645

$

331,238

25.2

%

Revenues

Net earned premiums

$

128,407

$

105,180

22.1

%

$

357,360

$

278,247

28.4

%

Net investment income

15,038

11,491

30.9

%

41,274

27,928

47.8

%

Net realized investment losses

(15

)

(18

)

(16.7

)%

(30

)

(16

)

87.5

%

Other insurance-related income

502

108

364.8

%

1,307

171

664.3

%

Total revenues

143,932

116,761

23.3

%

399,911

306,330

30.5

%

Expenses

Net losses and loss adjustment expenses

84,608

67,824

24.7

%

236,935

181,162

30.8

%

Net acquisition costs

12,512

9,163

36.5

%

33,346

23,267

43.3

%

Operating expenses

25,837

22,386

15.4

%

75,623

65,761

15.0

%

Non-operating expenses

783

487

60.8

%

1,330

2,185

(39.1

)%

Warrant expense

792

792

%

2,350

1,125

108.9

%

Credit facility interest expenses and fees

262

252

4.0

%

770

477

61.4

%

Foreign exchange losses

32

37

(13.5

)%

64

67

(4.5

)%

Total expenses

124,826

100,941

23.7

%

350,418

274,044

27.9

%

Income before income taxes

19,106

15,820

20.8

%

49,493

32,286

53.3

%

Income tax expense

(3,930

)

(3,728

)

5.4

%

(10,550

)

(7,649

)

37.9

%

Net income

$

15,176

$

12,092

25.5

%

$

38,943

$

24,637

58.1

%

Key Operating and Financial Metrics:

Adjusted net income (1)

$

15,832

$

12,520

26.5

%

$

40,068

$

28,588

40.2

%

Loss ratio

65.9

%

64.5

%

66.3

%

65.1

%

Expense ratio

29.5

%

29.9

%

30.1

%

31.9

%

Combined ratio

95.4

%

94.4

%

96.4

%

97.0

%

Return on equity (2)

14.5

%

13.7

%

13.0

%

11.8

%

Adjusted return on equity (1)(2)

15.1

%

14.2

%

13.3

%

13.7

%

Diluted earnings per share

$

0.45

$

0.36

25.0

%

$

1.15

$

0.87

32.2

%

Diluted adjusted earnings per share (1)

$

0.47

$

0.38

23.7

%

$

1.19

$

1.01

17.8

%

____________________

NM - Percentage change is not meaningful.

Condensed Consolidated Balance Sheets

September 30,

2025

December 31,

2024

($ in thousands, except share data)

Assets

Investments

Fixed maturity securities, available for sale, at fair value (amortized cost of $1,143,594 and $894,145, respectively)

$

1,149,598

$

879,989

Short-term investments, at amortized cost, which approximates fair value

9,997

Total investments

1,149,598

889,986

Cash and cash equivalents

197,855

97,476

Restricted cash and cash equivalents

52,921

124,582

Accrued investment income

8,893

7,520

Premium balances receivable

66,104

63,672

Reinsurance recoverable, net

360,877

255,072

Prepaid reinsurance premiums

184,560

152,567

Deferred policy acquisition costs

33,470

27,625

Property and equipment, net

9,683

6,845

Income taxes receivable

3,345

586

Deferred tax assets, net

19,093

20,340

Other assets

8,150

7,971

Total assets

$

2,094,549

$

1,654,242

Liabilities

Reserve for losses and loss adjustment expenses

$

1,035,171

$

756,859

Unearned premiums

536,108

446,850

Reinsurance balances payable

67,879

51,856

Income taxes payable

136

1,571

Accrued expenses

14,384

18,010

Other liabilities

9,834

8,654

Total liabilities

1,663,512

1,283,800

Commitments and contingencies (Note 12)

Mezzanine equity

Performance stock units

808

265

Stockholders' equity

Common stock

328

327

($0.01 par value; 400,000,000 shares authorized, 32,782,974 and 32,662,683 shares issued and outstanding at September 30, 2025 and December 31, 2024, respectively)

Additional paid-in capital

323,306

318,095

Accumulated other comprehensive gain (loss)

4,743

(11,154

)

Retained earnings

101,852

62,909

Total stockholders' equity

430,229

370,177

Total mezzanine equity and stockholders' equity

431,037

370,442

Total liabilities, mezzanine equity and stockholders' equity

$

2,094,549

$

1,654,242

Gross Written Premiums

The following tables present gross written premiums by underwriting division for the three and nine months ended September 30, 2025 and 2024:

Three Months Ended September 30,

2025

% of Total

2024

% of Total

$ Change

% Change

($ in thousands, except percentages)

Casualty

$

144,727

62.5

%

$

120,223

61.0

%

$

24,504

20.4

%

Professional Liability

45,739

19.7

%

44,962

22.9

%

777

1.7

%

Healthcare Liability

34,844

15.1

%

31,358

15.9

%

3,486

11.1

%

Baleen Specialty

6,205

2.7

%

433

0.2

%

5,772

1333.0

%

Gross written premiums

$

231,515

100.0

%

$

196,976

100.0

%

$

34,539

17.5

%

Nine Months Ended September 30,

2025

% of Total

2024

% of Total

$ Change

% Change

($ in thousands, except percentages)

Casualty

$

417,762

65.4

%

$

325,945

63.8

%

$

91,817

28.2

%

Professional Liability

126,491

19.8

%

114,641

22.4

%

11,850

10.3

%

Healthcare Liability

82,136

12.9

%

69,920

13.7

%

12,216

17.5

%

Baleen Specialty

12,335

1.9

%

442

0.1

%

11,893

2690.7

%

Gross written premiums

$

638,724

100.0

%

$

510,948

100.0

%

$

127,776

25.0

%

Loss Ratio

The following tables summarize current and prior accident year loss ratios for the three and nine months ended September 30, 2025 and 2024:

Three Months Ended September 30,

2025

2024

Net Losses and

Loss Adjustment Expenses

% of Net Earned

Premiums

Net Losses and

Loss Adjustment Expenses

% of Net Earned

Premiums

($ in thousands, except percentages)

Current accident year

$

83,158

64.8

%

$

67,824

64.5

%

Prior accident year

1,450

1.1

%

%

Total

$

84,608

65.9

%

$

67,824

64.5

%

Nine Months Ended September 30,

2025

2024

Net Losses and

Loss Adjustment Expenses

% of Net Earned

Premiums

Net Losses and

Loss Adjustment Expenses

% of Net Earned

Premiums

($ in thousands, except percentages)

Current accident year

$

234,926

65.7

%

$

181,162

65.1

%

Prior accident year

2,009

0.6

%

%

Total

$

236,935

66.3

%

$

181,162

65.1

%

Expense Ratio

The following tables summarize the components of our expense ratio for the three and nine months ended September 30, 2025 and 2024:

Three Months Ended September 30,

2025

2024

Expenses

% of Net Earned

Premiums

Expenses

% of Net Earned

Premiums

($ in thousands, except percentages)

Net acquisition costs

$

12,512

9.8

%

$

9,163

8.7

%

Operating expenses

25,837

20.1

%

22,386

21.3

%

Less: Other insurance related-income

(502

)

(0.4

)%

(108

)

(0.1

)%

Total

$

37,847

29.5

%

$

31,441

29.9

%

Nine Months Ended September 30,

2025

2024

Expenses

% of Net Earned

Premiums

Expenses

% of Net Earned

Premiums

($ in thousands, except percentages)

Net acquisition costs

$

33,346

9.3

%

$

23,267

8.4

%

Operating expenses

75,623

21.2

%

65,761

23.6

%

Less: Other insurance-related income

(1,307

)

(0.4

)%

(171

)

(0.1

)%

Total

$

107,662

30.1

%

$

88,857

31.9

%

Net Investment Income

The following table summarizes the sources of net investment income for the three and nine months ended September 30, 2025 and 2024:

Three Months Ended September 30,

Nine Months Ended September 30,

2025

2024

2025

2024

($ in thousands)

U.S. government and government agency

$

1,562

$

3,793

$

5,040

$

11,316

State and municipal

1,058

467

2,621

1,241

Commercial mortgage-backed securities

1,417

761

3,864

1,603

Residential mortgage-backed securities

3,489

1,955

9,157

4,118

Asset-backed securities

1,673

719

4,725

1,760

Corporate

4,716

1,611

12,212

3,614

Short-term investments

134

214

350

Cash and cash equivalents

1,421

2,273

4,280

4,493

Gross investment income

15,336

11,713

42,113

28,495

Investment expenses

(298

)

(222

)

(839

)

(567

)

Net investment income

$

15,038

$

11,491

$

41,274

$

27,928

Reconciliation of Non-GAAP Financial Measures

This earnings release contains certain financial measures that are not presented in accordance with generally accepted accounting principles in the United States (“U.S. GAAP”). We use these non-GAAP financial measures when planning, monitoring and evaluating our performance. Management believes that each of the non-GAAP financial measures described below provides useful insight into our underlying business performance.

You should not rely on these non-GAAP financial measures as a substitute for any U.S. GAAP financial measure. While we believe that these non-GAAP financial measures are useful in evaluating our business, this information should be considered supplemental in nature and not as a replacement for or superior to the comparable U.S. GAAP measures. In addition, other companies, including companies in our industry, may calculate such measures differently, which reduces their usefulness as comparative measures.

Adjusted net income

Adjusted net income for the three and nine months ended September 30, 2025 and 2024 reconciles to net income as follows:

Three Months Ended September 30,

2025

2024

Before income

taxes

After income

taxes

Before income

taxes

After income

taxes

($ in thousands)

Income as reported

$

19,106

$

15,176

$

15,820

$

12,092

Adjustments:

Net realized investment losses

15

15

18

18

Non-operating expenses

783

783

487

487

Foreign exchange losses

32

32

37

37

Tax impact

(174

)

(114

)

Adjusted net income

$

19,936

$

15,832

$

16,362

$

12,520

Nine Months Ended September 30,

2025

2024

Before income taxes

After income taxes

Before income taxes

After income taxes

($ in thousands)

Income as reported

$

49,493

$

38,943

$

32,286

$

24,637

Adjustments:

Net realized investment losses

30

30

16

16

Non-operating expenses

1,330

1,330

2,185

2,185

Foreign exchange losses

64

64

67

67

Strategic initiatives (1)

2,733

2,733

Tax impact

(299

)

(1,050

)

Adjusted net income

$

50,917

$

40,068

$

37,287

$

28,588

____________________

Adjusted return on equity

Adjusted return on equity for the three and nine months ended September 30, 2025 and 2024 reconciles to return on equity as follows:

Three Months Ended September 30,

Nine Months Ended September 30,

2025

2024

2025

2024

($ in thousands, except percentages)

Numerator: Adjusted net income (1)

$

63,328

$

50,081

$

53,424

$

38,117

Denominator: Average mezzanine equity and stockholders' equity

419,424

352,368

400,739

278,451

Adjusted return on equity

15.1

%

14.2

%

13.3

%

13.7

%

____________________

Diluted adjusted earnings per share

Diluted adjusted earnings per share for the three and nine months ended September 30, 2025 and 2024 reconciles to diluted earnings per share as follows:

Three Months Ended September 30,

Nine Months Ended September 30,

2025

2024

2025

2024

($ in thousands, except share and per share data)

Numerator: Adjusted net income

$

15,832

$

12,520

$

40,068

$

28,588

Denominator: Diluted weighted average shares outstanding

33,650,923

33,263,958

33,807,105

28,352,420

Diluted adjusted earnings per share

$

0.47

$

0.38

$

1.19

$

1.01

About Bowhead Specialty Holdings Inc.

Bowhead Specialty is a growing specialty insurance business providing casualty, professional liability and healthcare liability insurance products. We were founded and are led by industry veteran Stephen Sills. The team is composed of highly experienced and respected industry veterans with decades of individual, successful underwriting and management experience. We focus on providing “craft” solutions in our specialty lines and classes of business that we believe require deep underwriting and claims expertise in order to produce attractive financial results.

We pride ourselves on the quality and experience of our people, who are committed to exceeding our partners’ expectations through excellent service and expertise. Our collaborative culture spans all functions of our business and allows us to provide a consistent, positive experience for all of our partners.

Conference Call

The Company will host a conference call to discuss its results on the same day, Tuesday, November 4, 2025, beginning at 8:30 a.m. Eastern Time. Interested parties may access the conference call through a live webcast, which can be accessed by going to https://bowhead-3q25-earnings-call.open-exchange.net/registration, or by visiting the Company’s Investor Relations website. A dial-in option for listen-only participants will be available after registering for the call. Please join the live webcast or dial in at least 10 minutes before the start of the call.

A replay of the event webcast will be available on the Company’s Investor Relations website for one year following the call.

Forward-Looking Statements

This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in press release are forward-looking statements. In some cases, forward-looking statements can be identified by terms such as "anticipates," "believes," "estimates," "expects," "intends," "plans," "predicts," "projects," "seeks," "future," "outlook," "prospects" "will," "would," "should," "could," "may," "can have" or similar words. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those contemplated by the forward-looking statements. These risks include those described in the Company’s filings made with the Securities and Exchange Commission. Forward-looking statements speak only as of the date of this press release and the Company does not undertake any obligation to update or revise any forward-looking information to reflect changes in assumptions, the occurrence of unanticipated events or otherwise.