Ryan Specialty Holdings Inc. $RYAN Shares Sold by Public Employees Retirement Association of Colorado

Posted by Francis Steltz on Jun 16th, 2026

Public Employees Retirement Association of Colorado lessened its position in Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 23.3% in the 4th quarter, Holdings Channel reports. The fund owned 191,634 shares of the company’s stock after selling 58,100 shares during the period. Public Employees Retirement Association of Colorado’s holdings in Ryan Specialty were worth $9,894,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Capital World Investors increased its holdings in Ryan Specialty by 0.3% during the 4th quarter. Capital World Investors now owns 6,640,638 shares of the company’s stock valued at $342,856,000 after acquiring an additional 17,082 shares in the last quarter. Vulcan Value Partners LLC grew its holdings in shares of Ryan Specialty by 631.7% during the fourth quarter. Vulcan Value Partners LLC now owns 4,621,079 shares of the company’s stock worth $238,536,000 after buying an additional 3,989,502 shares in the last quarter. Montrusco Bolton Investments Inc. grew its holdings in shares of Ryan Specialty by 9.3% during the fourth quarter. Montrusco Bolton Investments Inc. now owns 4,343,116 shares of the company’s stock worth $218,010,000 after buying an additional 368,247 shares in the last quarter. Champlain Investment Partners LLC grew its holdings in shares of Ryan Specialty by 76.9% during the third quarter. Champlain Investment Partners LLC now owns 3,066,011 shares of the company’s stock worth $172,800,000 after buying an additional 1,332,773 shares in the last quarter. Finally, Morgan Stanley grew its holdings in shares of Ryan Specialty by 3.4% during the fourth quarter. Morgan Stanley now owns 2,840,310 shares of the company’s stock worth $146,645,000 after buying an additional 92,593 shares in the last quarter. Institutional investors and hedge funds own 84.82% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on RYAN shares. Piper Sandler lowered their price target on shares of Ryan Specialty from $43.00 to $35.00 and set a “neutral” rating for the company in a report on Friday, May 1st. JPMorgan Chase & Co. lowered their price target on shares of Ryan Specialty from $49.00 to $43.00 and set an “underweight” rating for the company in a report on Thursday, April 9th. UBS Group lifted their price target on shares of Ryan Specialty from $51.00 to $52.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Barclays lowered their price target on shares of Ryan Specialty from $41.00 to $39.00 and set an “overweight” rating for the company in a report on Friday, May 1st. Finally, Zacks Research downgraded shares of Ryan Specialty from a “hold” rating to a “strong sell” rating in a report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $47.12.

Read Our Latest Stock Analysis on RYAN

Ryan Specialty Trading Down 0.8%

RYAN opened at $35.35 on Tuesday. The firm has a market capitalization of $9.32 billion, a P/E ratio of 45.91, a P/E/G ratio of 0.86 and a beta of 0.64. The firm’s 50 day moving average is $33.66 and its 200-day moving average is $41.56. Ryan Specialty Holdings Inc. has a 52-week low of $29.28 and a 52-week high of $69.49. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 2.90.

Ryan Specialty (NYSE:RYAN – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $0.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.43 by $0.04. The company had revenue of $795.23 million for the quarter, compared to analyst estimates of $781.44 million. Ryan Specialty had a net margin of 8.21% and a return on equity of 41.33%. The business’s quarterly 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. Analysts expect that Ryan Specialty Holdings Inc. will post 2.05 EPS for the current fiscal year.

Ryan Specialty Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders 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 dividend yield of 1.5%. Ryan Specialty’s dividend payout ratio (DPR) is currently 67.53%.

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

Insider Activity

In other news, Director John W. Rogers, Jr. acquired 7,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were bought at an average price of $35.16 per share, for a total transaction of $263,700.00. Following the completion of the purchase, the director directly owned 117,933 shares of the company’s stock, valued at approximately $4,146,524.28. This trade represents a 6.79% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Mark Stephen Katz purchased 3,215 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was bought at an average price of $31.07 per share, with a total value of $99,890.05. Following the purchase, the executive vice president owned 4,332 shares of the company’s stock, valued at approximately $134,595.24. The trade was a 287.82% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 130,715 shares of company stock worth $4,263,590 over the last 90 days. Company insiders own 52.03% of the company’s stock.

About Ryan Specialty

(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.