Insider Trading March 4, 2026

Skyward Specialty CFO Makes Small Stock Purchase as Company Posts Strong Q4 Results

Taryn Leonie McHarg purchased $9,320 of SKWD stock the same quarter the insurer reported earnings and approved executive employment deals

By Sofia Navarro SKWD
Skyward Specialty CFO Makes Small Stock Purchase as Company Posts Strong Q4 Results
SKWD

Skyward Specialty Insurance Group CFO Taryn Leonie McHarg acquired $9,320 of company common stock on February 27, 2026, at prices between $46.49 and $46.71. The insider purchase coincides with the insurer reporting stronger-than-expected fourth-quarter 2025 results and the board approving new employment agreements for senior executives. Market metrics and analyst targets show a range of valuation views.

Key Points

  • CFO Taryn Leonie McHarg purchased $9,320 of Skyward Specialty common stock on February 27, 2026, at prices between $46.49 and $46.71.
  • Skyward reported Q4 2025 earnings per share of $1.17 versus an expected $0.77, a 51.95% surprise, and revenue of $385.58 million compared with an expected $308.67 million.
  • Analyst price targets cited range from $45 to $80, and InvestingPro flags the stock as trading at a low P/E relative to near-term earnings growth.

Skyward Specialty Insurance Group (NASDAQ: SKWD) reported a modest insider purchase and a strong set of quarterly results last week. According to a Form 4 filing with the Securities and Exchange Commission, CFO Taryn Leonie McHarg purchased company common stock on February 27, 2026, acquiring $9,320 worth of shares at prices that ranged from $46.49 to $46.71.

The filing documents the transaction in full and places the trade in the context of current market valuation metrics. The shares are trading at a price-to-earnings ratio of 11.94. Analysis available through InvestingPro indicates the company is trading below its Fair Value estimate, and the platform highlights that Skyward's P/E is low relative to near-term earnings growth.

InvestingPro also reports that analysts' price targets for the company span a considerable range, from $45 on the low end to $80 on the high end. The platform lists an InvestingPro Tip noting the low P/E versus expected near-term earnings expansion, and it references seven additional ProTips for subscribers seeking deeper, paid analysis.

The insider transaction arrived alongside the company’s fourth-quarter 2025 financial results, which beat analyst forecasts. Skyward posted earnings per share of $1.17 for the quarter, versus an expected $0.77, marking a 51.95% surprise. Quarterly revenue came in at $385.58 million, above the forecast of $308.67 million.

In a separate corporate governance update, Skyward's board approved new executive employment agreements for members of its leadership team. The agreements cover Andrew Robinson, the chairman and CEO, and John Burkhart, the president of U.S. Property and Casualty. The documents specify terms related to annual base salary, target bonus arrangements, and long-term equity awards, with those terms subject to annual review by the board.

Taken together, the filings and company disclosures present a snapshot of recent insider activity, company performance and leadership compensation design. The SEC Form 4 documents the precise timing and price range of the insider purchase, while the earnings release and board actions outline the company’s recent financial results and executive remuneration framework.

Details concerning valuation, analyst price targets and the availability of additional paid ProTips are provided through InvestingPro and are noted in public disclosures. Investors and observers reviewing the filings and results will find both the insider purchase information and the company’s financial performance included in the respective regulatory and corporate filings.


Clear summary

CFO Taryn Leonie McHarg purchased $9,320 of Skyward Specialty common stock on February 27, 2026, at prices between $46.49 and $46.71. The insider purchase coincided with the company reporting Q4 2025 EPS of $1.17 and revenue of $385.58 million, both beating expectations, and with the board approving new employment agreements for top executives.

Risks

  • Valuation divergence - analysts' price targets vary widely from $45 to $80, indicating differing views on near-term valuation and future performance; this impacts investors in the insurance and financial sectors.
  • Insider purchase size - the CFO's acquisition totaled $9,320, a relatively small amount that may limit the informational value of the transaction to market participants; this affects equity market interpretation.
  • Executive compensation terms - new employment agreements for senior leaders are subject to annual review, introducing potential variability in governance and incentive structures that could influence shareholder expectations.

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