William Blair Predicts Ryan Specialty FY2026 Earnings

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – Analysts at William Blair issued their FY2026 earnings estimates for shares of Ryan Specialty in a research report issued on Thursday, January 23rd. William Blair analyst A. Klauber expects that the company will earn $2.69 per share for the year. The consensus estimate for Ryan Specialty’s current full-year earnings is $1.82 per share.

Several other equities analysts have also recently weighed in on the stock. Wells Fargo & Company lowered their price objective on shares of Ryan Specialty from $68.00 to $64.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 14th. Keefe, Bruyette & Woods decreased their target price on shares of Ryan Specialty from $79.00 to $77.00 and set an “outperform” rating on the stock in a research note on Friday, January 10th. Bank of America raised their target price on shares of Ryan Specialty from $75.00 to $84.00 and gave the stock a “buy” rating in a research note on Thursday, October 10th. Barclays raised their target price on shares of Ryan Specialty from $76.00 to $88.00 and gave the stock an “overweight” rating in a research note on Thursday, November 21st. Finally, Morgan Stanley started coverage on shares of Ryan Specialty in a research note on Thursday, December 5th. They set an “overweight” rating and a $90.00 target price on the stock. One investment analyst has rated the stock with a sell rating, five have assigned a hold rating and six have given a buy rating to the company. According to MarketBeat.com, Ryan Specialty currently has a consensus rating of “Hold” and a consensus price target of $74.40.

Ryan Specialty Price Performance

Shares of NYSE:RYAN opened at $63.27 on Monday. The firm’s 50 day moving average price is $67.34 and its 200-day moving average price is $66.28. Ryan Specialty has a twelve month low of $42.21 and a twelve month high of $75.97. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 2.40. The stock has a market capitalization of $16.57 billion, a PE ratio of 82.16, a price-to-earnings-growth ratio of 1.14 and a beta of 0.72.

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

Ryan Specialty Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, November 26th. Investors of record on Tuesday, November 12th were issued a $0.11 dividend. This represents a $0.44 dividend on an annualized basis and a dividend yield of 0.70%. The ex-dividend date was Tuesday, November 12th. Ryan Specialty’s dividend payout ratio (DPR) is presently 57.14%.

Insider Activity at Ryan Specialty

In other Ryan Specialty news, EVP Mark Stephen Katz sold 14,790 shares of Ryan Specialty stock in a transaction on Friday, November 8th. The shares were sold at an average price of $71.39, for a total transaction of $1,055,858.10. Following the completion of the transaction, the executive vice president now directly owns 12,386 shares of the company’s stock, valued at $884,236.54. The trade was a 54.42 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Nicholas Dominic Cortezi sold 35,000 shares of Ryan Specialty stock in a transaction on Friday, December 13th. The stock was sold at an average price of $67.39, for a total value of $2,358,650.00. Following the sale, the director now owns 65,100 shares of the company’s stock, valued at approximately $4,387,089. This trade represents a 34.97 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 271,887 shares of company stock valued at $18,118,273. 11.10% of the stock is owned by corporate insiders.

Institutional Trading of Ryan Specialty

Several institutional investors and hedge funds have recently made changes to their positions in RYAN. Hollencrest Capital Management purchased a new position in Ryan Specialty in the third quarter valued at about $25,000. Assetmark Inc. purchased a new stake in shares of Ryan Specialty during the third quarter worth about $34,000. Quarry LP grew its stake in shares of Ryan Specialty by 109.3% during the third quarter. Quarry LP now owns 808 shares of the company’s stock worth $54,000 after acquiring an additional 422 shares during the last quarter. GAMMA Investing LLC grew its stake in shares of Ryan Specialty by 106.4% during the third quarter. GAMMA Investing LLC now owns 1,249 shares of the company’s stock worth $83,000 after acquiring an additional 644 shares during the last quarter. Finally, Signaturefd LLC grew its stake in shares of Ryan Specialty by 12.3% during the third quarter. Signaturefd LLC now owns 1,347 shares of the company’s stock worth $89,000 after acquiring an additional 148 shares during the last quarter. 84.82% of the stock is currently owned by institutional investors.

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.