William Blair Forecasts Weaker Earnings for Ryan Specialty

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – Investment analysts at William Blair cut their Q1 2025 earnings per share estimates for Ryan Specialty in a research report issued on Friday, February 21st. William Blair analyst A. Klauber now expects that the company will post earnings of $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) last released its quarterly earnings results on Thursday, February 20th. The company reported $0.45 earnings per share for the quarter, missing the consensus estimate of $0.47 by ($0.02). The firm had revenue of $663.53 million for the quarter, compared to the consensus estimate of $658.80 million. Ryan Specialty had a return on equity of 48.01% and a net margin of 9.14%.

RYAN has been the topic of several other reports. Wells Fargo & Company boosted their price target on Ryan Specialty from $64.00 to $69.00 and gave the stock an “equal weight” rating in a report on Friday. Royal Bank of Canada reduced their target price on Ryan Specialty from $73.00 to $72.00 and set a “sector perform” rating on the stock in a report on Friday. Barclays upped their target price on Ryan Specialty from $76.00 to $88.00 and gave the company an “overweight” rating in a report on Thursday, November 21st. Morgan Stanley started coverage on Ryan Specialty in a report on Thursday, December 5th. They issued an “overweight” rating and a $90.00 target price on the stock. Finally, Keefe, Bruyette & Woods reduced their target price on Ryan Specialty from $77.00 to $76.00 and set an “outperform” rating on the stock in a report on Friday. One research analyst has rated the stock with a sell rating, six have issued a hold rating and six have issued a buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $74.55.

Ryan Specialty Stock Performance

NYSE:RYAN opened at $65.55 on Monday. The stock has a market cap of $17.16 billion, a P/E ratio of 95.00, a price-to-earnings-growth ratio of 1.19 and a beta of 0.72. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 2.40. The stock’s 50-day moving average is $65.57 and its 200-day moving average is $67.29. Ryan Specialty has a 1-year low of $45.72 and a 1-year high of $75.97.

Ryan Specialty Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 18th. Shareholders of record on Tuesday, March 4th will be issued a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.73%. This is a boost from Ryan Specialty’s previous quarterly dividend of $0.11. The ex-dividend date of this dividend is Tuesday, March 4th. Ryan Specialty’s dividend payout ratio is presently 63.77%.

Insiders Place Their Bets

In other news, Director Nicholas Dominic Cortezi sold 31,409 shares of the company’s stock in a transaction that occurred on Wednesday, January 29th. The stock was sold at an average price of $65.64, for a total transaction of $2,061,686.76. Following the transaction, the director now directly owns 2,697 shares of the company’s stock, valued at $177,031.08. This represents a 92.09 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last three months, insiders have sold 316,451 shares of company stock worth $20,907,793. Corporate insiders own 11.10% of the company’s stock.

Hedge Funds Weigh In On Ryan Specialty

Institutional investors have recently modified their holdings of the company. Jennison Associates LLC raised its position in shares of Ryan Specialty by 60.2% during the third quarter. Jennison Associates LLC now owns 1,025,063 shares of the company’s stock worth $68,054,000 after purchasing an additional 385,366 shares during the period. JPMorgan Chase & Co. raised its position in shares of Ryan Specialty by 107.5% during the third quarter. JPMorgan Chase & Co. now owns 459,464 shares of the company’s stock worth $30,504,000 after purchasing an additional 238,064 shares during the period. Geneva Partners LLC acquired a new position in shares of Ryan Specialty during the third quarter worth approximately $2,537,000. Bar Harbor Wealth Management raised its position in shares of Ryan Specialty by 5.9% during the fourth quarter. Bar Harbor Wealth Management now owns 168,871 shares of the company’s stock worth $10,835,000 after purchasing an additional 9,482 shares during the period. Finally, Barclays PLC raised its position in shares of Ryan Specialty by 1.1% during the third quarter. Barclays PLC now owns 1,641,743 shares of the company’s stock worth $108,994,000 after purchasing an additional 17,267 shares during the period. 84.82% of the stock is owned by institutional investors and hedge funds.

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.