William Blair Forecasts Higher Earnings for Ryan Specialty

Ryan Specialty Holdings, Inc. (NYSE:RYAN - Free Report) - Equities researchers at William Blair lifted their Q2 2025 EPS estimates for Ryan Specialty in a report released on Thursday, October 31st. William Blair analyst A. Klauber now anticipates that the company will post earnings of $0.72 per share for the quarter, up from their prior estimate 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 firms also recently issued reports on RYAN. Barclays assumed coverage on Ryan Specialty in a research report on Wednesday, September 4th. They set an "overweight" rating and a $76.00 price target on the stock. The Goldman Sachs Group raised their target price on shares of Ryan Specialty from $64.00 to $72.00 and gave the company a "neutral" rating in a research report on Wednesday, October 9th. Bank of America boosted their price target on shares of Ryan Specialty from $75.00 to $84.00 and gave the company a "buy" rating in a report on Thursday, October 10th. JPMorgan Chase & Co. lifted their price objective on shares of Ryan Specialty from $54.00 to $56.00 and gave the company an "underweight" rating in a report on Friday, August 2nd. Finally, UBS Group boosted their price objective on shares of Ryan Specialty from $67.00 to $76.00 and gave the stock a "buy" rating in a research note on Tuesday, August 13th. One research analyst has rated the stock with a sell rating, five have given a hold rating and five have assigned a buy rating to the company's stock. According to data from MarketBeat, Ryan Specialty has an average rating of "Hold" and an average price target of $70.33.

Ryan Specialty Trading Up 1.3 %

NYSE:RYAN traded up $0.86 during midday trading on Monday, hitting $67.57. The stock had a trading volume of 1,219,781 shares, compared to its average volume of 880,469. The company has a quick ratio of 1.09, a current ratio of 1.01 and a debt-to-equity ratio of 2.40. The stock has a 50-day moving average of $67.04 and a 200 day moving average of $60.49. The company has a market capitalization of $17.67 billion, a price-to-earnings ratio of 86.64, a PEG ratio of 1.49 and a beta of 0.62. Ryan Specialty has a one year low of $41.49 and a one year high of $73.10.

Ryan Specialty (NYSE:RYAN - Get Free Report) last issued its earnings results on Wednesday, October 30th. The company reported $0.41 EPS 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 the consensus estimate of $602.04 million. During the same period in the prior year, the firm earned $0.32 EPS. The company's revenue for the quarter was up 20.5% compared to the same quarter last year.

Institutional Investors Weigh In On Ryan Specialty

Several institutional investors and hedge funds have recently added to or reduced their stakes in RYAN. Hollencrest Capital Management acquired a new position in Ryan Specialty during the third quarter worth about $25,000. Assetmark Inc. purchased a new position in Ryan Specialty during the third quarter worth approximately $34,000. GAMMA Investing LLC boosted its stake in Ryan Specialty by 96.4% during the second quarter. GAMMA Investing LLC now owns 605 shares of the company's stock worth $35,000 after buying an additional 297 shares during the last quarter. Crewe Advisors LLC purchased a new stake in Ryan Specialty in the 2nd quarter valued at $39,000. Finally, Signaturefd LLC increased its stake in shares of Ryan Specialty by 12.3% in the 3rd 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. Institutional investors and hedge funds own 84.82% of the company's stock.

Insider Activity

In other Ryan Specialty news, Director Nicholas Dominic Cortezi sold 1,500 shares of the 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 sale, the director now directly owns 25,123 shares of the company's stock, valued at approximately $1,633,497.46. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In other Ryan Specialty news, President Timothy William Turner sold 2,000,000 shares of the company's stock in a transaction on Friday, August 9th. The shares were sold at an average price of $62.45, for a total transaction of $124,900,000.00. Following the completion of the transaction, the president now directly owns 8,095 shares in the company, valued at approximately $505,532.75. This represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Nicholas Dominic Cortezi sold 1,500 shares of the company'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 transaction, the director now owns 25,123 shares of the company's stock, valued at approximately $1,633,497.46. This trade represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 2,107,136 shares of company stock valued at $131,860,032. Company insiders own 11.10% of the company's stock.

Ryan Specialty Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, November 26th. Shareholders of record on Tuesday, November 12th will be given a dividend of $0.11 per share. The ex-dividend date of this dividend is Tuesday, November 12th. This represents a $0.44 dividend on an annualized basis and a yield of 0.65%. Ryan Specialty's dividend 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.