William Blair Predicts Weaker Earnings for Ryan Specialty

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – Stock analysts at William Blair reduced their Q1 2025 earnings estimates for Ryan Specialty in a research report issued on Friday, February 21st. William Blair analyst A. Klauber now forecasts that the company will post earnings of $0.38 per share for the quarter, down from their prior forecast 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 data on Thursday, February 20th. The company reported $0.45 earnings per share for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $658.80 million.

A number of other research analysts have also recently weighed in on RYAN. Wells Fargo & Company lifted their price objective on shares of Ryan Specialty from $64.00 to $69.00 and gave the company an “equal weight” rating in a report on Friday, February 21st. Barclays lifted their price objective on shares of Ryan Specialty from $76.00 to $88.00 and gave the company an “overweight” rating in a report on Thursday, November 21st. Keefe, Bruyette & Woods cut their price objective on shares of Ryan Specialty from $77.00 to $76.00 and set an “outperform” rating for the company in a report on Friday, February 21st. Morgan Stanley started coverage on shares of Ryan Specialty in a research note on Thursday, December 5th. They set an “overweight” rating and a $90.00 target price for the company. Finally, Royal Bank of Canada cut their target price on shares of Ryan Specialty from $73.00 to $72.00 and set a “sector perform” rating for the company in a research note on Friday, February 21st. One investment analyst has rated the stock with a sell rating, six have given a hold rating and six have assigned a buy rating to the stock. According to MarketBeat.com, Ryan Specialty currently has an average rating of “Hold” and a consensus target price of $74.55.

Ryan Specialty Stock Up 2.3 %

RYAN opened at $68.97 on Monday. Ryan Specialty has a fifty-two week low of $46.57 and a fifty-two week high of $75.97. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.01 and a current ratio of 1.01. The company has a fifty day moving average of $65.66 and a two-hundred day moving average of $67.34. The stock has a market capitalization of $18.06 billion, a price-to-earnings ratio of 99.95, a PEG ratio of 1.19 and a beta of 0.72.

Hedge Funds Weigh In On Ryan Specialty

Several large investors have recently made changes to their positions in RYAN. Signaturefd LLC lifted its holdings 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. Wealth Enhancement Advisory Services LLC acquired a new position in shares of Ryan Specialty in the 3rd quarter worth approximately $753,000. State of Alaska Department of Revenue increased its stake in Ryan Specialty by 7.2% during the 3rd quarter. State of Alaska Department of Revenue now owns 11,940 shares of the company’s stock worth $792,000 after buying an additional 805 shares during the period. Boston Financial Mangement LLC increased its stake in Ryan Specialty by 0.5% during the 3rd quarter. Boston Financial Mangement LLC now owns 452,489 shares of the company’s stock worth $30,041,000 after buying an additional 2,269 shares during the period. Finally, Stephens Inc. AR purchased a new stake in Ryan Specialty during the 3rd quarter worth approximately $289,000. 84.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Ryan Specialty

In other news, Director Nicholas Dominic Cortezi sold 35,000 shares of the company’s stock in a transaction that occurred on Friday, December 13th. The shares were sold at an average price of $67.39, for a total value of $2,358,650.00. Following the transaction, the director now directly owns 65,100 shares in the company, valued at approximately $4,387,089. This represents a 34.97 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders have sold 316,451 shares of company stock worth $20,907,793 in the last ninety days. 11.10% of the stock is owned by insiders.

Ryan Specialty Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 18th. Investors of record on Tuesday, March 4th will be paid a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 0.70%. The ex-dividend date is Tuesday, March 4th. This is a boost from Ryan Specialty’s previous quarterly dividend of $0.11. Ryan Specialty’s dividend payout ratio is currently 69.57%.

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.