William Blair Raises Earnings Estimates for Ryan Specialty

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – Analysts at William Blair increased their Q2 2025 earnings per share (EPS) estimates for Ryan Specialty in a report released on Thursday, October 31st. William Blair analyst A. Klauber now forecasts that the company will earn $0.72 per share for the quarter, up from their prior forecast of $0.71. The consensus estimate for Ryan Specialty’s current full-year earnings is $1.81 per share. William Blair also issued estimates for Ryan Specialty’s Q3 2025 earnings at $0.53 EPS, Q4 2025 earnings at $0.55 EPS and FY2025 earnings at $2.23 EPS.

A number of other research analysts have also recently weighed in on the company. Barclays started coverage on Ryan Specialty in a research report on Wednesday, September 4th. They issued an “overweight” rating and a $76.00 price target for the company. UBS Group upped their price target on shares of Ryan Specialty from $67.00 to $76.00 and gave the company a “buy” rating in a report on Tuesday, August 13th. The Goldman Sachs Group raised their price objective on shares of Ryan Specialty from $64.00 to $72.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 9th. Wells Fargo & Company upped their target price on Ryan Specialty from $63.00 to $70.00 and gave the company an “equal weight” rating in a research note on Thursday, October 10th. Finally, Citigroup raised their price target on Ryan Specialty from $56.00 to $62.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 23rd. One investment analyst has rated the stock with a sell rating, five have given a hold rating and five have issued a buy rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $70.33.

Ryan Specialty Price Performance

Shares of NYSE:RYAN opened at $67.57 on Monday. Ryan Specialty has a 12 month low of $41.49 and a 12 month high of $73.10. The firm has a market capitalization of $17.67 billion, a price-to-earnings ratio of 87.75, a price-to-earnings-growth ratio of 1.49 and a beta of 0.62. The business’s 50 day simple moving average is $67.11 and its 200-day simple moving average is $60.68. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.01 and a quick ratio of 1.09.

Ryan Specialty (NYSE:RYAN) last posted its quarterly earnings results on Wednesday, October 30th. The company reported $0.41 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.41. Ryan Specialty had a net margin of 10.31% and a return on equity of 47.90%. The business had revenue of $604.69 million for the quarter, compared to analysts’ expectations of $602.04 million. During the same period in the prior year, the company posted $0.32 EPS. The business’s revenue for the quarter was up 20.5% on a year-over-year basis.

Institutional Investors Weigh In On Ryan Specialty

Several institutional investors have recently bought and sold shares of the business. Champlain Investment Partners LLC boosted its position in shares of Ryan Specialty by 28.0% in the first quarter. Champlain Investment Partners LLC now owns 4,937,332 shares of the company’s stock worth $274,022,000 after buying an additional 1,079,505 shares during the period. Principal Financial Group Inc. grew its position in Ryan Specialty by 148.9% in the third quarter. Principal Financial Group Inc. now owns 851,704 shares of the company’s stock valued at $56,545,000 after acquiring an additional 509,548 shares in the last quarter. Bessemer Group Inc. grew its position in Ryan Specialty by 33.9% in the first quarter. Bessemer Group Inc. now owns 1,925,864 shares of the company’s stock valued at $106,886,000 after acquiring an additional 488,067 shares in the last quarter. Bank of New York Mellon Corp raised its stake in shares of Ryan Specialty by 132.2% during the second quarter. Bank of New York Mellon Corp now owns 836,209 shares of the company’s stock valued at $48,425,000 after purchasing an additional 476,126 shares during the period. Finally, 2Xideas AG acquired a new position in shares of Ryan Specialty during the first quarter worth $19,765,000. 84.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Jeremiah Rawlins Bickham sold 26,233 shares of the stock in a transaction dated Wednesday, August 14th. The shares were sold at an average price of $65.18, for a total transaction of $1,709,866.94. Following the transaction, the executive vice president now directly owns 24,845 shares in the company, valued at $1,619,397.10. This represents a 0.00 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. In other news, Director Nicholas Dominic Cortezi sold 1,500 shares of the business’s stock in a transaction dated Thursday, August 15th. The stock was sold at an average price of $65.02, for a total transaction of $97,530.00. Following the completion of the sale, the director now owns 25,123 shares in the company, valued at approximately $1,633,497.46. The trade was a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jeremiah Rawlins Bickham sold 26,233 shares of the firm’s stock in a transaction that occurred on Wednesday, August 14th. The shares were sold at an average price of $65.18, for a total transaction of $1,709,866.94. Following the completion of the transaction, the executive vice president now owns 24,845 shares in the company, valued at $1,619,397.10. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 2,107,136 shares of company stock worth $131,860,032. 11.10% of the stock is owned by company insiders.

Ryan Specialty Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 26th. Investors of record on Tuesday, November 12th will be paid a $0.11 dividend. The ex-dividend date of this dividend is Tuesday, November 12th. This represents a $0.44 annualized dividend and a yield of 0.65%. Ryan Specialty’s payout ratio is currently 57.14%.

About Ryan Specialty

Ryan Specialty Holdings, Inc operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, Europe, and Singapore. It offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter.