Skyward Specialty Insurance Group (NASDAQ:SKWD) is set to release its fourth-quarter 2025 earnings report on Monday, February 23, after market close. The company exceeded analyst expectations in the previous quarter, reporting revenues of $382.5 million, a 27.1% increase compared to the same period last year.
The market anticipates a 25% year-over-year revenue increase for Skyward Specialty Insurance this quarter, a slight improvement from the 23.6% growth recorded in the fourth quarter of 2024. Analyst estimates have remained largely consistent over the past 30 days, suggesting a stable outlook for the company’s performance.
Despite generally positive performance, Skyward Specialty Insurance has previously fallen short of Wall Street’s revenue projections in several instances over the past two years. Recent earnings reports from peers in the property & casualty insurance sector offer some insight into potential outcomes. First American Financial reported a 21.6% year-over-year revenue increase, surpassing analyst expectations by 15.2%, even as Stewart Information Services saw revenues rise by 19.6%, exceeding estimates by 2.5%. Following these results, First American Financial’s stock price increased by 2.8% and Stewart Information Services’ by 2.9%.
Investors in the property & casualty insurance segment have demonstrated relative stability leading up to earnings season, with average share prices increasing by 1.4% over the last month. Skyward Specialty Insurance has outperformed this average, experiencing a 4.4% increase during the same period. The average analyst price target for the company currently stands at $63.80, significantly higher than its current share price of $46.88 as of Friday’s close.
Skyward Specialty Insurance’s Q3 2025 results, which ended September 30, 2025, showed net income of $45.90 million, a 25.18% increase year-over-year. The company’s net profit margin is currently 12.00%, a decrease from the previous period. Earnings per share reached $1.05, a substantial increase of 47.89%.
