SKWD

Skyward Specialty Insurance Group, Inc. ( SKWD ) Q3 2026 Earnings Call November 6, 2026 10:00 AM EST Company Participants Jordan Arnold - Vice President of Investor Relations Andrew Robinson - Chairman of the Board & CEO Mark Haushill - Chief Financial Officer Taryn McHarg - Group CFO & Director Conference Call Participants Gregory Peters Matthew Carletti - Citizens JMP Securities, LLC, Research Division Mark Hughes - Truist Securities, Inc., Research Division Tracy Benguigui - Wolfe Research, LLC Michael Zaremski - BMO Capital Markets Equity Research Jon Paul Newsome - Piper Sandler & Co., Research Division Andrew Kligerman - TD Cowen, Research Division Presentation Operator Hello, and welcome to the Third Quarter Skyward Group Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

Skyward Specialty Insurance Group NASDAQ: SKWD reported higher operating earnings and premium growth for the third quarter of 2026, even as executives described increasing competition in parts of the property and casualty insurance markets.

HOUSTON, Nov. 05, 2026 (GLOBE NEWSWIRE) -- 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 share amounts)   Three months ended September 30,   Nine months ended September 30, unaudited   2026   2025   2026   2025 Managed premiums(1)   $  1,320,600     $  1,174,191     $  3,346,984     $  2,884,425   Gross written premiums(1)(2)   $  803,485     $  737,288     $  2,211,743     $  1,985,719   Fee generating gross written premiums(1)(2)   $  517,115     $  436,903     $  1,135,241     $  898,706   Net written premiums   $  501,778     $  441,167     $  1,420,277     $  1,123,651   Net income   $  49,796     $  45,901     $  148,565     $  126,798   Net operating income(3)   $  58,486     $  44,228     $  174,577     $  119,512   Diluted earnings per share   $  1.09      $  1.10      $  3.26      $  3.03    Diluted operating earnings per share   $  1.28      $  1.05      $  3.83      $  2.84    Annualized ROE (4)      15.7  %      19.7  %      17.3  %      19.3  % Annualized operating ROE (5)      18.4  %      19.0  %      20.4  %      18.2  % (1) Select third quarter 2025 metrics for the Skyward Group and Apollo are presented on a pro forma basis for comparative purposes only and are not necessarily indicative of the operating results that Skyward Group would have recognized had the acquisition actually been completed on January 1, 2025.

From a technical perspective, Skyward Specialty Insurance (SKWD) is looking like an interesting pick, as it just reached a key level of support. SKWD recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

Skyward (SKWD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

After a strategic investment in Slingshot's $27 million seed round, Skyward is now the company's primary carrier partner, giving customers immediate access to A-rated capacity nationwide MINNEAPOLIS and HOUSTON, Oct. 27, 2026 /PRNewswire/ -- Slingshot Insurance, the AI-native insurance company built for the embedded economy, today announced a strategic partnership with Skyward Group, the specialty insurance organization whose operating businesses include Skyward Specialty Insurance Group, Inc.® and Apollo Group Holdings Ltd. Skyward Group now serves as Slingshot's primary carrier partner, providing its customers with immediate access to an AM Best A-rated carrier across all 50 states.

LONDON, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Apollo, a Skyward Group company (Nasdaq: SKWD), an innovation-inspired insurance platform, today announced it has partnered with Generali to launch a new platform partner syndicate for which it will act as managing agent. Red Bridge Syndicate 2031 has received “in-principle” approval from Lloyd's and is expected to begin underwriting on 1 January 2027.

Skyward (SKWD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Skyward (SKWD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.