Jennison Associates LLC Reduces Stock Holdings in Ryan Specialty Holdings Inc. $RYAN

Jennison Associates LLC trimmed its holdings in shares of Ryan Specialty Holdings Inc. (NYSE:RYAN) by 55.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 311,144 shares of the company’s stock after selling 392,433 shares during the quarter. Jennison Associates LLC owned 0.12% of Ryan Specialty worth $16,064,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. State of New Jersey Common Pension Fund D grew its stake in Ryan Specialty by 2.5% during the 4th quarter. State of New Jersey Common Pension Fund D now owns 38,312 shares of the company’s stock worth $1,978,000 after buying an additional 941 shares during the last quarter. Levin Capital Strategies L.P. lifted its position in Ryan Specialty by 40.9% during the 4th quarter. Levin Capital Strategies L.P. now owns 5,634 shares of the company’s stock worth $291,000 after acquiring an additional 1,634 shares during the period. Pictet Asset Management Holding SA lifted its position in Ryan Specialty by 13.3% during the 4th quarter. Pictet Asset Management Holding SA now owns 89,452 shares of the company’s stock worth $4,618,000 after acquiring an additional 10,521 shares during the period. UBS Group AG lifted its position in Ryan Specialty by 0.3% during the 4th quarter. UBS Group AG now owns 617,891 shares of the company’s stock worth $31,902,000 after acquiring an additional 1,692 shares during the period. Finally, Sanctuary Advisors LLC lifted its position in Ryan Specialty by 88.0% during the 4th quarter. Sanctuary Advisors LLC now owns 24,069 shares of the company’s stock worth $1,243,000 after acquiring an additional 11,269 shares during the period. 84.82% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

RYAN has been the subject of a number of research reports. Mizuho set a $35.00 price target on Ryan Specialty in a research report on Friday. Barclays lowered their price target on Ryan Specialty from $41.00 to $39.00 and set an “overweight” rating for the company in a research report on Friday. Weiss Ratings cut Ryan Specialty from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, February 5th. Piper Sandler lowered their price target on Ryan Specialty from $43.00 to $35.00 and set a “neutral” rating for the company in a research report on Friday. Finally, Keefe, Bruyette & Woods lowered their price target on Ryan Specialty from $49.00 to $42.00 and set an “outperform” rating for the company in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Ryan Specialty currently has a consensus rating of “Hold” and an average target price of $47.47.

Insider Activity

In related news, Director Patrick G. Ryan, Jr. acquired 25,500 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was acquired at an average price of $39.96 per share, with a total value of $1,018,980.00. Following the acquisition, the director directly owned 428,295 shares in the company, valued at $17,114,668.20. This represents a 6.33% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 52.03% of the stock is currently owned by company insiders.

Ryan Specialty Stock Performance

Shares of RYAN stock opened at $30.89 on Friday. The stock has a market cap of $8.16 billion, a PE ratio of 40.11, a price-to-earnings-growth ratio of 0.83 and a beta of 0.68. The business has a 50-day simple moving average of $36.08 and a 200-day simple moving average of $46.40. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.62. Ryan Specialty Holdings Inc. has a 52-week low of $29.91 and a 52-week high of $72.50.

Ryan Specialty (NYSE:RYAN) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.43 by $0.04. The business had revenue of $795.23 million during the quarter, compared to analysts’ expectations of $781.44 million. Ryan Specialty had a return on equity of 41.30% and a net margin of 8.21%.The company’s revenue for the quarter was up 15.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.39 EPS. On average, equities analysts expect that Ryan Specialty Holdings Inc. will post 2.18 EPS for the current year.

Ryan Specialty Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Tuesday, May 12th will be issued a $0.13 dividend. This represents a $0.52 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, May 12th. Ryan Specialty’s payout ratio is 67.53%.

More Ryan Specialty News

Here are the key news stories impacting Ryan Specialty this week:

• Positive Sentiment: Q1 results beat expectations — EPS $0.47 vs. $0.43 est.; revenue $795.2M, +15.2% YoY and above consensus. Management reported 11.8% organic revenue growth and strong profitability metrics (ROE ~46%). This provides fundamental backing for the business after the quarter. Business Wire: Q1 Results
• Positive Sentiment: Keefe, Bruyette & Woods kept an “outperform” rating while lowering its price target to $42 (still implies sizable upside vs. current levels), offering some analyst support for the stock. Benzinga: KBW PT
• Positive Sentiment: Board announced a quarterly dividend of $0.13/share (ex-div May 12; pay May 26), an annualized yield ~1.7% — modest income support for shareholders.
• Neutral Sentiment: Earnings call transcript and additional coverage are available for detailed readouts of management commentary on growth drivers and expense trends — useful for assessing forward guidance and margin drivers. Seeking Alpha: Q1 Call Transcript
• Neutral Sentiment: Multiple outlets (Zacks, Yahoo, MSN) ran summaries noting the beat and key metrics; these amplify visibility but add little new information beyond the press release and call. Zacks: Earnings Coverage
• Negative Sentiment: Piper Sandler cut its price target from $43 to $35 and moved to “neutral” — this reduces some analyst-implied upside and likely pressured sentiment. Benzinga: Piper Sandler PT Cut
• Negative Sentiment: Wells Fargo reaffirmed an “equal weight” stance but slashed its target from $42 to $31, leaving little upside relative to the current price and adding downside risk. Benzinga: Wells Fargo PT Cut

Ryan Specialty Company Profile

Ryan Specialty Group, Inc (NYSE: RYAN) is a global specialty insurance and reinsurance platform that partners with a network of insurers and reinsurers to deliver tailored risk solutions. The company focuses on complex and large-scale risks across multiple industry sectors, leveraging its underwriting expertise to structure coverage programs that meet clients’ unique needs.

Ryan Specialty’s core offerings span a diverse range of specialty lines, including casualty, property, professional liability, marine and energy, program administration, and sports and entertainment.