Ryan Specialty FY2026 EPS Estimate Raised by DOWLING & PARTN

Ryan Specialty Holdings Inc. (NYSE:RYAN) – Investment analysts at DOWLING & PARTN increased their FY2026 earnings per share (EPS) estimates for shares of Ryan Specialty in a research report issued to clients and investors on Friday, August 7th. DOWLING & PARTN analyst A. Mottolese now expects that the company will earn $2.15 per share for the year, up from their prior estimate of $2.00. The consensus estimate for Ryan Specialty’s current full-year earnings is $2.15 per share. DOWLING & PARTN also issued estimates for Ryan Specialty’s FY2027 earnings at $2.45 EPS and FY2028 earnings at $2.75 EPS.

A number of other analysts have also recently commented on the stock. Wells Fargo & Company boosted their target price on shares of Ryan Specialty from $39.00 to $43.00 and gave the company an “equal weight” rating in a report on Monday, August 3rd. Citigroup increased their price target on shares of Ryan Specialty from $50.00 to $53.50 and gave the stock a “buy” rating in a research note on Monday, August 3rd. UBS Group increased their price objective on shares of Ryan Specialty from $50.00 to $55.00 and gave the company a “buy” rating in a research report on Monday, August 3rd. JPMorgan Chase & Co. raised their price objective on shares of Ryan Specialty from $39.00 to $45.00 and gave the company an “underweight” rating in a research note on Monday, August 3rd. Finally, Atlantic Securities set a $69.00 target price on shares of Ryan Specialty in a report on Wednesday, July 15th. Eight research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $53.42.

Ryan Specialty Price Performance

RYAN opened at $42.40 on Tuesday. The stock has a fifty day simple moving average of $39.10 and a two-hundred day simple moving average of $38.03. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 3.51. The company has a market cap of $10.85 billion, a price-to-earnings ratio of 58.89, a price-to-earnings-growth ratio of 0.86 and a beta of 0.59. Ryan Specialty has a 12-month low of $29.28 and a 12-month high of $61.05.

Ryan Specialty (NYSE:RYAN) last released its earnings results on Thursday, July 30th. The company reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.14. Ryan Specialty had a return on equity of 43.97% and a net margin of 7.55%.The company had revenue of $916.65 million during the quarter, compared to analysts’ expectations of $873.93 million. During the same quarter last year, the business posted $0.66 EPS. The firm’s revenue for the quarter was up 7.2% compared to the same quarter last year.

Hedge Funds Weigh In On Ryan Specialty

Several institutional investors and hedge funds have recently bought and sold shares of RYAN. Qsemble Capital Management LP bought a new stake in shares of Ryan Specialty in the fourth quarter worth about $2,823,000. Stephens Investment Management Group LLC boosted its stake in Ryan Specialty by 41.6% during the fourth quarter. Stephens Investment Management Group LLC now owns 1,929,094 shares of the company’s stock valued at $99,599,000 after buying an additional 566,610 shares during the last quarter. Mawer Investment Management Ltd. grew its holdings in Ryan Specialty by 11.9% during the 4th quarter. Mawer Investment Management Ltd. now owns 525,172 shares of the company’s stock valued at $27,115,000 after buying an additional 55,716 shares in the last quarter. Entropy Technologies LP purchased a new position in Ryan Specialty during the 1st quarter valued at approximately $2,189,000. Finally, Vulcan Value Partners LLC increased its stake in Ryan Specialty by 631.7% in the 4th quarter. Vulcan Value Partners LLC now owns 4,621,079 shares of the company’s stock worth $238,536,000 after acquiring an additional 3,989,502 shares during the last quarter. 84.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Ryan Specialty

In other Ryan Specialty news, Chairman Patrick G. Ryan purchased 120,000 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were acquired at an average cost of $32.50 per share, for a total transaction of $3,900,000.00. Following the completion of the transaction, the chairman owned 13,817,859 shares of the company’s stock, valued at approximately $449,080,417.50. The trade was a 0.88% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Mark Stephen Katz purchased 3,215 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were acquired at an average price of $31.07 per share, for a total transaction of $99,890.05. Following the purchase, the executive vice president directly owned 4,332 shares in the company, valued at approximately $134,595.24. The trade was a 287.82% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 130,715 shares of company stock worth $4,263,590 in the last quarter. Company insiders own 52.03% of the company’s stock.

Ryan Specialty Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 11th will be given a dividend of $0.13 per share. The ex-dividend date of this dividend is Tuesday, August 11th. This represents a $0.52 annualized dividend and a dividend yield of 1.2%. Ryan Specialty’s dividend payout ratio is presently 72.22%.

Ryan Specialty announced that its Board of Directors has initiated a stock buyback program on Tuesday, May 26th that permits the company to buyback $300.00 million in outstanding shares. This buyback authorization permits the company to purchase up to 3.5% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board of directors believes its shares are undervalued.

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.