secwatch.observer — SEC 8-K summary
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Issuer:     Bowhead Specialty Holdings Inc. (BOW)
CIK:        0002002473
Form:       8-K
Filed at:   2026-08-03T12:03:12+00:00
Accession:  0001628280-26-051540
Event type: m_and_a
Sentiment:  positive
Materiality: 1.00
Item codes: 1.01, 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

American Family to acquire Bowhead Specialty for $34/share in $1.2B all-cash deal
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- Stockholders receive $34.00 per share, an 11% premium to July 31, 2026 close.
- Transaction valued at ~$1.2B; expected close by April 2, 2027, subject to regulatory and stockholder approvals.
- Q2 2026 gross written premiums up 28.2% to $297.9M; net income $16.1M ($0.48 diluted EPS).
- Adjusted net income $16.1M ($0.48 diluted EPS); book value per share $14.39.
- Earnings conference call cancelled due to pending merger.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2002473/000162828026051540/0001628280-26-051540-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2002473/000162828026051540/bow-20260802.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-051540

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer