Skyward Specialty Secures Approval for Apollo Acquisition, Projects $207M to $216M Net Income for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
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Source: Newsfilter
- Acquisition Progress: Skyward Specialty has successfully secured approvals from regulators and Apollo's minority shareholders, with the acquisition expected to close in early Q1 2026, marking a significant milestone in expanding market share.
- Financial Outlook: The company projects gross written premiums between $2.65 billion and $2.8 billion for 2026, with a net retention rate of approximately 65%, laying a solid foundation for future profit growth.
- Profitability Enhancement: Expected net income for 2026 ranges from $207 million to $216 million, translating to earnings per share of $4.50 to $4.70, indicating a significant boost in profitability post-acquisition.
- Strategic Positioning: Skyward Specialty aims to enhance its innovation capabilities and competitive edge in the specialty insurance market through this acquisition, further solidifying its market leadership.
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Analyst Views on SKWD
Wall Street analysts forecast SKWD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SKWD is 65.83 USD with a low forecast of 49.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 45.150
Low
49.00
Averages
65.83
High
80.00
Current: 45.150
Low
49.00
Averages
65.83
High
80.00
About SKWD
Skyward Specialty Insurance Group, Inc. is a specialty insurance company, delivering commercial property and casualty products and solutions on a non-admitted and admitted basis. The Company operates through various underwriting divisions, including Accident & Health, Agriculture and Credit (Re)insurance, Captives, Construction & Energy Solutions, Global Property, Professional Lines, Specialty Programs, Aviation, Surety and Transactional E&S. Its Accident & Health underwriting division provides medical stop loss to employers who self-insure their employee benefits, as well as covering group and single-employer captives. The Global Property underwriting unit provides property-only solutions to large multi-jurisdictional entities with complex property exposures. The Company’s subsidiary insurance companies consist of Great Midwest Insurance Company, Houston Specialty Insurance Company, Imperium Insurance Company, and Oklahoma Specialty Insurance Company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Skyward Specialty Insurance Group to Release Q4 2025 Earnings on February 23
- Earnings Release Schedule: Skyward Specialty Insurance Group is set to announce its Q4 2025 earnings after market close on February 23, 2026, with results available on the company website, ensuring timely access to critical financial information for investors.
- Earnings Call Details: The company will host an earnings call on February 24, 2026, at 8:30 a.m. EST, allowing investors to register for dial-in information and a unique PIN, enhancing engagement with management during the financial review.
- Acquisition Impact Clarification: The Q4 and year-end 2025 financial results will not include Apollo Group Holdings Ltd.'s financials due to the acquisition closing on January 1, 2026, highlighting the company's strategic planning in integrating new assets.
- Company Background Overview: Skyward Group serves as the holding company for its U.S. and Lloyd's businesses, focusing on delivering specialized insurance solutions for complex risks, aiming to drive sustainable growth and long-term shareholder value through disciplined execution and forward-looking insights.
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Skyward Specialty Expands E&S Property Insurance with New Excess Coverage
- Market Expansion: Skyward Specialty Insurance Group announces the addition of Excess coverage to its E&S Property offering, reflecting its ongoing investment and leadership in the specialty property and casualty insurance market.
- Strategic Execution: This expansion aligns with the company’s “Rule Our Niche” strategy, aiming to address the complex property risk demands that traditional markets fail to meet, thereby enhancing its competitive position.
- Leadership Enhancement: The appointment of Christopher Zitzmann as president of Inland Marine and Transactional E&S aims to further advance the company’s leadership in these highly specialized markets, ensuring the delivery of tailored solutions.
- Underwriting Capacity Boost: By expanding its excess coverage capabilities, Skyward Specialty strengthens its ability to support technically complex, non-catastrophe property risks, addressing the growing needs of clients and partners.
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