Skyward Specialty Insurance Group, Inc. (SKWD)
NASDAQFinancialsInsurance - Property & CasualtySnapshot 2026-09-04
$57.34-1.29%
Close 2026-09-04 · 1-day change
NASDAQFinancialsInsurance - Property & CasualtySnapshot 2026-09-04
QuarterlyIQ Insights · SKWD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-09-04.
The screen ranks SKWD against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 67% of the time over the next year (vs 56% for the rest of the cohort, n=7680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to increase gross written premiums and managed premiums across Skyward Specialty and Apollo segments to drive top-line growth.
Stated as a priority in 2 of last 2 quarters. Gross written premiums grew from $653.9M in 2025-Q2 to $740.6M in 2026-Q2 (+13.3%), and managed premiums grew from $900.8M to $1.06B (+17.5%) over the same period. Management is delivering on top-line growth with consistent premium increases.
“Gross written premiums grew 13% and fee generating premiums grew 29% to $318 million in the quarter.”
“Gross written premiums of $667.7 million, an increase of 9.9% compared to 2025; Managed premiums of $967.7 million, an increase of 19.6% compared to 2025.”
Sustain underwriting discipline to achieve a combined ratio around 89.5%, reflecting quality underwriting and risk management.
Stated as a priority in 2 of last 2 quarters. The combined ratio remained steady at 89.5% in both 2026-Q1 and 2026-Q2, consistent with management's target. This reflects disciplined underwriting and risk management, delivering on the stated goal.
Increase the share repurchase authorization from $50 million to $100 million to enhance capital allocation and shareholder returns.
Newly stated in 2026-Q2. The Board expanded the share repurchase authorization to $100 million and repurchased 223,000 shares for $9.7 million in the quarter. This marks a clear capital allocation initiative with initial execution underway.
“Repurchased 223 thousand shares for $9.7 million and expanded the share repurchase authorization from $50 million to $100 million.”
Achieve robust earnings growth and maintain high returns on equity through disciplined execution and portfolio diversification.
Stated as a priority in 2 of last 2 quarters. Diluted operating EPS grew from $0.89 in 2025-Q2 to $1.30 in 2026-Q2 (+46%), and annualized operating ROE increased from 17.1% to 20.4%. Management is delivering strong earnings growth and improved returns consistent with stated goals.
Manage CFO transition smoothly by appointing internal successor to maintain financial leadership continuity.
Newly stated in 2026-08-20. The CFO announced retirement effective March 31, 2027, with internal Deputy CFO named as successor to ensure continuity. This priority reflects management's focus on stable leadership transition.
Over the trailing year it converted 2.71x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 56% for the rest of the cohort, n=6844).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
17 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated neutral grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=3751).
Not investment advice. As of 2026-09-04.
“Combined ratio of 89.5%; Ex-Cat combined ratio of 87.6%.”
“Combined ratio of 89.5%; Ex-Cat combined ratio of 87.7%.”
“Diluted operating earnings per share of $1.30 increased 46% year over year; annualized operating ROE of 20.4% for first half of the year.”
“Diluted operating EPS of $1.25 increased 39% year over year; annualized operating ROE of 20.3%.”