William Blair Lowers Earnings Estimates for Ryan Specialty

Ryan Specialty Holdings, Inc. (NYSE:RYAN - Free Report) - Equities research analysts at William Blair cut their Q1 2025 EPS estimates for shares of Ryan Specialty in a note issued to investors on Friday, February 21st. William Blair analyst A. Klauber now forecasts that the company will earn $0.38 per share for the quarter, down from their previous estimate of $0.43. The consensus estimate for Ryan Specialty's current full-year earnings is $2.29 per share. William Blair also issued estimates for Ryan Specialty's FY2025 earnings at $2.06 EPS, Q1 2026 earnings at $0.49 EPS, Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.61 EPS, Q4 2026 earnings at $0.63 EPS and FY2026 earnings at $2.55 EPS.

Ryan Specialty (NYSE:RYAN - Get Free Report) last announced its quarterly earnings data on Thursday, February 20th. The company reported $0.45 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.02). Ryan Specialty had a net margin of 9.14% and a return on equity of 48.01%. The firm had revenue of $663.53 million for the quarter, compared to analysts' expectations of $658.80 million.

RYAN has been the topic of several other reports. Morgan Stanley began coverage on shares of Ryan Specialty in a research report on Thursday, December 5th. They set an "overweight" rating and a $90.00 price objective on the stock. UBS Group increased their price objective on shares of Ryan Specialty from $82.00 to $84.00 and gave the company a "buy" rating in a research report on Wednesday. Barclays increased their price objective on shares of Ryan Specialty from $76.00 to $88.00 and gave the company an "overweight" rating in a research report on Thursday, November 21st. Royal Bank of Canada dropped their price target on shares of Ryan Specialty from $73.00 to $72.00 and set a "sector perform" rating on the stock in a report on Friday, February 21st. Finally, Keefe, Bruyette & Woods dropped their price target on shares of Ryan Specialty from $77.00 to $76.00 and set an "outperform" rating on the stock in a report on Friday, February 21st. One investment analyst has rated the stock with a sell rating, six have assigned a hold rating and six have assigned a buy rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $75.27.

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Ryan Specialty Stock Up 1.5 %

RYAN stock traded up $1.03 during trading on Monday, hitting $70.03. 1,116,797 shares of the stock traded hands, compared to its average volume of 1,001,805. Ryan Specialty has a 1 year low of $48.20 and a 1 year high of $75.97. The firm's 50 day moving average is $65.76 and its two-hundred day moving average is $67.35. The stock has a market cap of $18.34 billion, a price-to-earnings ratio of 101.50, a price-to-earnings-growth ratio of 1.19 and a beta of 0.72. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.01 and a quick ratio of 1.01.

Ryan Specialty Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 18th. Stockholders of record on Tuesday, March 4th will be given a dividend of $0.12 per share. The ex-dividend date is Tuesday, March 4th. This represents a $0.48 annualized dividend and a dividend yield of 0.69%. This is a boost from Ryan Specialty's previous quarterly dividend of $0.11. Ryan Specialty's dividend payout ratio (DPR) is presently 69.57%.

Insider Activity

In related news, Director Nicholas Dominic Cortezi sold 35,000 shares of the firm's stock in a transaction on Monday, December 16th. The shares were sold at an average price of $66.71, for a total value of $2,334,850.00. Following the completion of the transaction, the director now directly owns 60,200 shares of the company's stock, valued at approximately $4,015,942. This trade represents a 36.76 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have sold a total of 316,451 shares of company stock worth $20,907,793 over the last quarter. Insiders own 11.10% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Signaturefd LLC boosted its stake in 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 buying an additional 148 shares during the period. Wealth Enhancement Advisory Services LLC bought a new stake in shares of Ryan Specialty in the third quarter valued at about $753,000. State of Alaska Department of Revenue raised its holdings in shares of Ryan Specialty by 7.2% in the third quarter. State of Alaska Department of Revenue now owns 11,940 shares of the company's stock valued at $792,000 after acquiring an additional 805 shares in the last quarter. Boston Financial Mangement LLC raised its holdings in Ryan Specialty by 0.5% in the third quarter. Boston Financial Mangement LLC now owns 452,489 shares of the company's stock worth $30,041,000 after purchasing an additional 2,269 shares in the last quarter. Finally, Stephens Inc. AR bought a new position in Ryan Specialty in the third quarter worth about $289,000. 84.82% of the stock is owned by hedge funds and other institutional investors.

Ryan Specialty Company Profile

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.