Keefe, Bruyette & Woods Issues Positive Forecast for Ryan Specialty (NYSE:RYAN) Stock Price

Posted by Geri Gentry on Aug 1st, 2026

Ryan Specialty (NYSE:RYAN – Free Report) had its target price raised by Keefe, Bruyette & Woods from $48.00 to $54.00 in a research report released on Friday,Benzinga reports. They currently have an outperform rating on the stock.

A number of other equities research analysts have also weighed in on RYAN. Citigroup lowered their price objective on Ryan Specialty from $55.00 to $50.00 and set a “buy” rating for the company in a research note on Monday, May 4th. JPMorgan Chase & Co. upped their target price on Ryan Specialty from $37.00 to $39.00 and gave the company an “underweight” rating in a research report on Monday, July 13th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Ryan Specialty in a research note on Monday, May 4th. UBS Group decreased their price target on shares of Ryan Specialty from $52.00 to $50.00 and set a “buy” rating for the company in a research report on Wednesday, July 8th. Finally, Wolfe Research downgraded shares of Ryan Specialty from an “outperform” rating to a “peer perform” rating in a research report on Thursday, July 9th. Eight analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $52.00.

Check Out Our Latest Stock Analysis on Ryan Specialty

Ryan Specialty Stock Performance

NYSE:RYAN opened at $44.26 on Friday. The firm has a 50-day moving average of $37.74 and a two-hundred day moving average of $38.43. 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 stock has a market cap of $11.67 billion, a P/E ratio of 61.47, a PEG ratio of 0.96 and a beta of 0.61. Ryan Specialty has a 1-year low of $29.28 and a 1-year high of $61.85.

Ryan Specialty (NYSE:RYAN – Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.60 by $0.14. Ryan Specialty had a return on equity of 42.02% and a net margin of 7.55%.The business had revenue of $916.65 million for the quarter, compared to analyst estimates of $873.93 million. During the same period in the previous year, the company earned $0.66 earnings per share. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. On average, research analysts expect that Ryan Specialty will post 2.06 earnings per share for the current fiscal year.

Ryan Specialty announced that its Board of Directors has initiated a stock buyback plan on Tuesday, May 26th that permits the company to buyback $300.00 million in outstanding shares. This buyback authorization permits the company to buy up to 3.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Ryan Specialty Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Investors of record on Tuesday, August 11th will be issued a $0.13 dividend. This represents a $0.52 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, August 11th. Ryan Specialty’s payout ratio is currently 67.53%.

Insider Buying and Selling at Ryan Specialty

In other news, Director John W. Rogers, Jr. bought 7,500 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was bought at an average price of $35.16 per share, for a total transaction of $263,700.00. Following the transaction, the director owned 117,933 shares in the company, valued at $4,146,524.28. The trade was a 6.79% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Mark Stephen Katz purchased 3,215 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was purchased at an average price of $31.07 per share, with a total value of $99,890.05. Following the completion of the acquisition, 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 position. The SEC filing for this purchase provides additional information. Insiders have bought 130,715 shares of company stock worth $4,263,590 over the last quarter. 52.03% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Ryan Specialty

Several large investors have recently added to or reduced their stakes in RYAN. Public Employees Retirement System of Ohio boosted its holdings in Ryan Specialty by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 32,797 shares of the company’s stock worth $1,848,000 after purchasing an additional 203 shares during the period. Covestor Ltd increased its stake in Ryan Specialty by 16.8% during the fourth quarter. Covestor Ltd now owns 1,467 shares of the company’s stock valued at $76,000 after purchasing an additional 211 shares during the last quarter. Northwestern Mutual Investment Management Company LLC raised its holdings in shares of Ryan Specialty by 1.0% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 25,355 shares of the company’s stock worth $1,309,000 after purchasing an additional 240 shares during the period. Federation des caisses Desjardins du Quebec raised its holdings in shares of Ryan Specialty by 7.8% during the fourth quarter. Federation des caisses Desjardins du Quebec now owns 3,313 shares of the company’s stock worth $171,000 after purchasing an additional 240 shares during the period. Finally, Snowden Capital Advisors LLC lifted its position in shares of Ryan Specialty by 1.3% in the 2nd quarter. Snowden Capital Advisors LLC now owns 21,135 shares of the company’s stock worth $1,437,000 after buying an additional 264 shares during the last quarter. 84.82% of the stock is currently owned by institutional investors.

Ryan Specialty News Summary

Here are the key news stories impacting Ryan Specialty this week:

Positive Sentiment: Second-quarter revenue rose 7.2% year over year to $916.6 million, exceeding the $873.9 million analyst consensus. Adjusted earnings of $0.74 per share also surpassed estimates of approximately $0.60–$0.61 and increased from $0.66 a year earlier. Ryan Specialty Reports Second Quarter 2026 Results
Positive Sentiment: Management guided 2026 organic revenue growth toward the higher end of its mid-single-digit range, reinforcing expectations for continued expansion. Keefe, Bruyette & Woods raised its price target from $48 to $54 and upgraded or maintained an “outperform” rating, signaling increased confidence in the company’s outlook. Ryan Specialty 2026 Guidance
Positive Sentiment: Ryan Specialty declared a quarterly dividend of $0.13 per share, equivalent to $0.52 annually and an approximately 1.1% yield. The payout adds shareholder returns, although the dividend is not the primary earnings catalyst.
Neutral Sentiment: The earnings beat prompted broader analyst estimate increases and helped drive a sharp post-results advance in the stock. However, shares trade at a relatively elevated valuation, with a reported P/E ratio above 57, leaving the stock sensitive to any slowdown in growth or profitability.
Negative Sentiment: Organic revenue growth moderated to 6.7% from 7.1% a year earlier, while management expects the 2026 adjusted EBITDAC margin to decline by 50–100 basis points. Reports also noted that the excess-and-surplus insurance market is slowing, creating a risk to future growth and margins. Ryan Specialty Q2 Revenue and E&S Market

About Ryan Specialty

(Get 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.