Guardian Point Capital LP Has $19.40 Million Stock Position in Ryan Specialty Holdings Inc. $RYAN

Posted by George Bondi on Jul 26th, 2026

Guardian Point Capital LP raised its position in Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 15.0% during the first quarter, Holdings Channel.com reports. The institutional investor owned 575,000 shares of the company’s stock after purchasing an additional 75,000 shares during the quarter. Ryan Specialty accounts for 8.0% of Guardian Point Capital LP’s investment portfolio, making the stock its 7th largest holding. Guardian Point Capital LP’s holdings in Ryan Specialty were worth $19,400,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Los Angeles Capital Management LLC bought a new stake in Ryan Specialty during the 4th quarter worth about $25,000. Advisory Services Network LLC acquired a new stake in Ryan Specialty during the 3rd quarter worth $28,000. SBI Securities Co. Ltd. boosted its holdings in Ryan Specialty by 6,322.2% during the fourth quarter. SBI Securities Co. Ltd. now owns 578 shares of the company’s stock worth $30,000 after buying an additional 569 shares during the last quarter. Parallel Advisors LLC increased its stake in Ryan Specialty by 54.9% in the first quarter. Parallel Advisors LLC now owns 1,013 shares of the company’s stock valued at $34,000 after purchasing an additional 359 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its stake in shares of Ryan Specialty by 173.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 709 shares of the company’s stock valued at $37,000 after purchasing an additional 450 shares during the period. Institutional investors and hedge funds own 84.82% of the company’s stock.

Ryan Specialty Stock Performance

Shares of RYAN stock opened at $41.77 on Friday. Ryan Specialty Holdings Inc. has a one year low of $29.28 and a one year high of $66.27. The company has a debt-to-equity ratio of 2.90, a current ratio of 1.02 and a quick ratio of 1.02. The business’s 50 day simple moving average is $36.59 and its 200 day simple moving average is $38.66. The stock has a market capitalization of $11.01 billion, a PE ratio of 54.25, a PEG ratio of 0.91 and a beta of 0.61.

Ryan Specialty (NYSE:RYAN – Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $0.47 EPS for the quarter, topping 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 41.33% and a net margin of 8.21%.The firm’s revenue was up 15.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.39 earnings per share. As a group, research analysts forecast that Ryan Specialty Holdings Inc. will post 2.06 earnings per share for the current year.

Ryan Specialty Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, May 26th. Shareholders of record on Tuesday, May 12th were paid a dividend of $0.13 per share. The ex-dividend date was Tuesday, May 12th. This represents a $0.52 dividend on an annualized basis and a yield of 1.2%. Ryan Specialty’s payout ratio is 67.53%.

Ryan Specialty declared that its Board of Directors has authorized a stock buyback plan on Tuesday, May 26th that authorizes the company to repurchase $300.00 million in shares. This repurchase authorization authorizes the company to repurchase up to 3.5% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board believes its shares are undervalued.

Analysts Set New Price Targets

A number of research firms have weighed in on RYAN. Bank of America decreased their price target on Ryan Specialty from $70.00 to $68.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Zacks Research upgraded Ryan Specialty from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 30th. Atlantic Securities set a $69.00 price target on shares of Ryan Specialty in a research note on Wednesday, July 15th. Keefe, Bruyette & Woods raised their price objective on Ryan Specialty from $44.00 to $48.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. Finally, The Goldman Sachs Group boosted their target price on shares of Ryan Specialty from $35.00 to $40.00 and gave the company a “neutral” rating in a research report on Wednesday, July 1st. Eight analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $50.00.

Read Our Latest Stock Report on Ryan Specialty

Insider Activity at Ryan Specialty

In related news, Director John W. Rogers, Jr. purchased 7,500 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was acquired at an average price of $35.16 per share, for a total transaction of $263,700.00. Following the completion of the acquisition, the director owned 117,933 shares of the company’s stock, valued at $4,146,524.28. This represents a 6.79% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman Patrick G. Ryan bought 120,000 shares of the stock in a transaction dated Friday, June 5th. The stock was purchased at an average price of $32.50 per share, with a total value of $3,900,000.00. Following the acquisition, the chairman owned 13,817,859 shares of the company’s stock, valued at $449,080,417.50. The trade was a 0.88% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 130,715 shares of company stock valued at $4,263,590 over the last 90 days. Insiders own 52.03% of the company’s stock.

Ryan Specialty Profile

(Free Report)

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.