8-K filed May 5, 2026, 7:59 PM ET ticker BOW CIK 0002002473

earnings confidence high sentiment positive materiality 0.75

Bowhead Q1 GWP +24% to $216.7M, net income $16.0M; amends quota share with AFMIC

Bowhead Specialty Holdings Inc.

2026-Q1 EPS reported $0.48 revenue$155,694,000

GWP increased 24% to $216.7M; net income $16.0M ($0.48 diluted EPS), adjusted EPS also $0.48.
Loss ratio flat at 66.9%; expense ratio improved 2.0 pts to 28.4%.
Net investment income up 43.5% to $18.0M; book yield 4.6%.
Amendment: AFMIC termination threshold raised to $1.5B GWP, notice period 365 days, higher ceding commission.
Casualty GWP +20.4% to $147.3M; Baleen digital +313.9% to $11.4M.

item 1.01 item 2.02 item 5.07 item 7.01 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001628280-26-030113
form_type: 8-K
ticker: BOW
cik: 0002002473
company_name: Bowhead Specialty Holdings Inc.
filed_at: 2026-05-05T23:59:59+00:00
discovered_at: 2026-05-14T18:02:33.371389+00:00
generated_at: 2026-05-14T23:35:23.056124+00:00
sec_items: ["1.01", "2.02", "5.07", "7.01", "9.01"]
event_type: earnings
sentiment: positive
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001628280-26-030113
json_url: https://secwatch.observer/filing/0001628280-26-030113.json
markdown_url: https://secwatch.observer/filing/0001628280-26-030113.md
text_url: https://secwatch.observer/filing/0001628280-26-030113.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/2002473/000162828026030113/0001628280-26-030113-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/2002473/000162828026030113/bow-20260430.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
human_reviewed: false
corrected: false
correction_note: null
correction_timestamp: null
superseded_by: null

JSON Markdown Plain text

Source-grounded claims

238cb9b2b43c36c66cc135178e5c8375483624ec

Bowhead Specialty Holdings Inc. reported first quarter ended March 31, 2026 results: net income $16.0 million, EPS $0.48 per diluted share.

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

SEC 8-K Item 2.02 confidence 0.9 SEC evidence

7d9103833033e7782c11c9d81825ad95eb3289ff

Bowhead Specialty Holdings Inc. amended Amended and Restated Insurance Trust Agreement with American Family Mutual Insurance Company, S.I.; U.S. Bank National Association valued at Trust Amendment amends collateralization requirements to reflect increased collateralization require (effective 2026-05-04).

On May 4, 2026, BICI, AFMIC and US Bank National Association entered into Amendment No. 1 (the “Trust Amendment”) to the Amended and Restated Insurance Trust Agreement, dated as of May 23, 2024, among BICI, AFMIC and U.S. Bank National Association, as trustee (the “Amended and Restated Trust Agreement”).

SEC 8-K Item 1.01/1.02 confidence 0.95 SEC evidence

abcd0dabe49fb614ebc8f01f27dad2c4fb471b80

Bowhead Specialty Holdings Inc. amended Amended and Restated Quota Share Reinsurance Agreement with American Family Mutual Insurance Company, S.I. valued at Amendment modifies termination threshold, notice period, ceding commission, and collateralization re (effective 2026-05-04).

On May 4, 2026, Bowhead Insurance Company, Inc. (“BICI”), a wholly-owned subsidiary of Bowhead Specialty Holdings Inc., (the “Company”), entered into Amendment No. 1 (the “Amendment”) to the Amended and Restated Quota Share Reinsurance Agreement, dated as of May 23, 2024, between American Family Mutual Insurance Company, S.I. (“AFMIC”), and the Company (the “Amended and Restated Quota Share Agreement”).

SEC 8-K Item 1.01/1.02 confidence 0.95 SEC evidence

Comparable filings

FSK

FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback

FS KKR Capital Corp May 11, 2026, 7:59 PM ET earnings Items 1.01, 2.02, 7.01, 9.01

same fact type: earnings_release, material_agreement same SEC item: 1.01, 2.02, 7.01, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025

Filing page SEC filing

ACH

Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization

ACCENDRA HEALTH INC/VA/ May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

Commission this morning. Details on First Quarter 2026 Results First Quarter Results (1) ($ in millions, except per share data) 1Q26 1Q25 Net Revenue $ 627.8 $ 673.9 Loss from continuing operations, net of tax, GAAP $ (6.5) $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP $ (3.1) $ 23.2

Filing page SEC filing

SBH

Sally Beauty Q2 sales up 2.3%; GAAP EPS $0.43 beats year-ago $0.38; guidance range narrowed

Sally Beauty Holdings, Inc. May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

Consolidated net sales of $903 million, an increase of 2.3% compared to the prior year; • Consolidated comparable sales growth of 1.3%; • Global e-commerce sales increased 13% to $108 million, representing 12% of net sales; • GAAP gross margin expansion of 70 basis points to 52.7%; • Adjusted Gross Margin expansion of 80 basis points to 52.8%; • GAAP selling, general and administrative expenses of $404 million, an increase of $14 million compared to the prior year; • Adjusted Selling, General and Administrative Expenses of $404 million, an increase of $20 million compared to the prior year; • GAAP operating earnings of $72 million and GAAP operating margin of 8.0%; • Adjusted Operating Earnings of $73 million and Adjusted Operating Margin of 8.1%; • GAAP diluted net earnings per share of $0.43, an increase of 13% compared to the prior year;

Filing page SEC filing

APC

ARKO Petroleum Q1 net income $8.1M ($4.5M), Adj. EBITDA $36.4M ($30.9M); completes IPO

ARKO Petroleum Corp. May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

announced financial results for the first quarter ended March 31, 2026. First Quarter 2026 Key Highlights (vs. Year-Ago Period) 1,2 • Net income for the quarter increased to $8.1 million compared to $4.5 million. • Adjusted EBITDA for the quarter increased to $36.4 million compared to $30.9 million. • Net cash provided by operating activities for the quarter was

Filing page SEC filing

NESR

NESR Q1 revenue $404.6M (+33.5% YoY); net income $23.8M (+129%); EPS $0.23

National Energy Services Reunited Corp. May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

National Energy Services Reunited Corp. Reports First Quarter 2026 Financial Results ● Revenue for the quarter ended March 31, 2026, is $404.6 million, reflecting an increase of 33.5% year-over-year and 1.6% sequentially ● Net income for the quarter ended March 31, 2026, is $23.8 million, improving 205.4% sequentially and 129.3% year-over-year ● Diluted Earnings per Share (EPS) for the three months ended March 31, 2026 is $0.23, representing an increase of 109.1% year-over-year and 201.3% sequentially

Filing page SEC filing

SBET

Sharplink Q1 revenue $12.1M, net loss $685.6M; plans $125M Galaxy Onchain Yield Fund

Sharplink, Inc. May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

First Quarter 2026 Highlights Income Statement and Balance Sheet ● Total revenue increased materially to $12.1 million in Q1 2026, compared to $0.7 million for the three months ended March 31, 2025. The increase was primarily driven by the continued success of Sharplink’s actively managed ETH treasury strategy, which was launched on June 2, 2025. ● SG&A expenses were $9.9 million for the three months ended March 31, 2026, compared to $1.1 million in the prior year’s first quarter. The increase was primarily due to expenditures for investments in infrastructure, talent and systems required to scale and actively manage Sharplink’s institutional-grade ETH treasury platform. ● Net loss was $685.6 million in Q1 2026, compared to $1.0 million for the three months ended March 31, 2025.

Filing page SEC filing

PRTH

Priority Technology Q1 2026: Revenue $249.6M (+11.1% YoY), net income $9.8M (+18%)

Priority Technology Holdings, Inc. May 11, 2026, 7:59 PM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 7.01, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

• Revenue of $249.6 million increased 11.1% from $224.6 million, including organic growth of 9.1% • Gross profit of $93.5 million increased 13.2% from $82.6 million • Adjusted gross profit (a non-GAAP measure 2 ) of $98.8 million increased 13.2% from $87.3 million • Gross profit margin of 37.5% increased by nearly 70 basis points from 36.8% • Adjusted gross profit margin (a non-GAAP measure 2 ) of 39.6% increased by nearly 70 basis points from 38.9% • Operating income of $33.4 million increased 2.3% from $32.6 million • Net Income of $9.8 million increased 18.0% from $8.3 million • Adjusted EBITDA (a non-GAAP measure 2 ) of $58.1 million increased $6.8 million from $51.3 million • Diluted EPS of $0.12 increased by $0.02, or by 20%, from $0.10

Filing page SEC filing

CRON

Cronos Q1 net revenue up 40% to $45.2M; authorizes $50M share buyback; CanAdelaar close extended to Sep 9

Cronos Group Inc. May 11, 2026, 7:59 PM ET earnings Items 1.01, 2.02, 8.01, 9.01

same fact type: earnings_release same SEC item: 1.01, 2.02, 9.01 same event type: earnings similar materiality

This filing

Bowhead Specialty Holdings Inc. (NYSE: BOW), today announced financial results for the first quarter ended March 31, 2026. (1) First Quarter 2026 Highlights • Gross written premiums increased 24.0% to $216.7 million. • Net income of $16.0 million, or $0.48 per diluted share.

Comparable filing

reference in such a filing or document. --- EX-99.1 (EX-99.1) --- Cronos Group Reports 2026 First Quarter Results Net revenue in Q1 2026 increased by 40% year-over-year to $45.2 million Achieved record net revenue and gross profit in Q1 2026 Reached #1 market share in vapes in Canada 1 Ninth consecutive quarter of record net revenue in Israel, where PEACE

Filing page SEC filing

Source: SEC EDGAR

accession 0001628280-26-030113

view filing index on sec.gov

view primary document

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.