DOWLING & PARTN Comments on Ryan Specialty FY2026 Earnings

Ryan Specialty Holdings Inc. (NYSE:RYANFree Report) – Equities researchers at DOWLING & PARTN raised their FY2026 EPS estimates for shares of Ryan Specialty in a research report issued on Friday, August 7th. DOWLING & PARTN analyst A. Mottolese now anticipates that the company will post earnings per share of $2.15 for the year, up from their prior forecast of $2.00. The consensus estimate for Ryan Specialty’s current full-year earnings is $2.15 per share. DOWLING & PARTN also issued estimates for Ryan Specialty’s FY2027 earnings at $2.45 EPS and FY2028 earnings at $2.75 EPS.

Ryan Specialty (NYSE:RYANGet Free Report) last announced its earnings results on Thursday, July 30th. The company reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.60 by $0.14. Ryan Specialty had a net margin of 7.55% and a return on equity of 43.97%. The firm had revenue of $916.65 million for the quarter, compared to analysts’ expectations of $873.93 million. During the same period in the prior year, the company earned $0.66 EPS. The business’s revenue was up 7.2% compared to the same quarter last year.

Several other equities research analysts have also issued reports on RYAN. UBS Group raised their price objective on Ryan Specialty from $50.00 to $55.00 and gave the company a “buy” rating in a research note on Monday, August 3rd. Cantor Fitzgerald boosted their target price on Ryan Specialty from $34.00 to $41.00 and gave the company a “neutral” rating in a research report on Monday, August 3rd. Atlantic Securities set a $69.00 price target on Ryan Specialty in a report on Wednesday, July 15th. Citigroup raised their price target on Ryan Specialty from $50.00 to $53.50 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Finally, Wolfe Research lowered shares of Ryan Specialty from an “outperform” rating to a “peer perform” rating in a research note on Thursday, July 9th. Eight research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Ryan Specialty currently has an average rating of “Hold” and an average target price of $53.42.

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Ryan Specialty Trading Down 1.0%

RYAN opened at $42.40 on Tuesday. The stock has a 50-day moving average of $39.10 and a 200 day moving average of $38.03. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 3.51. Ryan Specialty has a 12 month low of $29.28 and a 12 month high of $61.05. The firm has a market cap of $10.85 billion, a P/E ratio of 58.89, a P/E/G ratio of 0.86 and a beta of 0.59.

Ryan Specialty announced that its board has approved a stock repurchase plan on Tuesday, May 26th that allows the company to repurchase $300.00 million in shares. This repurchase authorization allows the company to buy up to 3.5% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Ryan Specialty Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Shareholders of record on Tuesday, August 11th will be given 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 72.22%.

Insiders Place Their Bets

In related news, Director John W. Rogers, Jr. bought 7,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were acquired at an average cost of $35.16 per share, for a total transaction of $263,700.00. Following the purchase, the director directly owned 117,933 shares of the company’s stock, valued at approximately $4,146,524.28. The trade was a 6.79% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Mark Stephen Katz bought 3,215 shares of Ryan Specialty stock in a transaction dated Wednesday, June 3rd. The shares were bought at an average cost of $31.07 per share, for a total transaction of $99,890.05. Following the completion of the transaction, the executive vice president owned 4,332 shares of the company’s stock, valued at approximately $134,595.24. This trade represents a 287.82% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 130,715 shares of company stock worth $4,263,590 in the last three months. Corporate insiders own 52.03% of the company’s stock.

Institutional Investors Weigh In On Ryan Specialty

Several hedge funds have recently made changes to their positions in RYAN. Qsemble Capital Management LP purchased a new position in shares of Ryan Specialty during the fourth quarter valued at $2,823,000. Stephens Investment Management Group LLC lifted its stake in Ryan Specialty by 41.6% in the fourth quarter. Stephens Investment Management Group LLC now owns 1,929,094 shares of the company’s stock worth $99,599,000 after acquiring an additional 566,610 shares during the period. Mawer Investment Management Ltd. lifted its stake in Ryan Specialty by 11.9% in the fourth quarter. Mawer Investment Management Ltd. now owns 525,172 shares of the company’s stock worth $27,115,000 after acquiring an additional 55,716 shares during the period. Entropy Technologies LP bought a new position in Ryan Specialty during the 1st quarter worth about $2,189,000. Finally, Vulcan Value Partners LLC increased its position in Ryan Specialty by 631.7% during the 4th quarter. Vulcan Value Partners LLC now owns 4,621,079 shares of the company’s stock valued at $238,536,000 after purchasing an additional 3,989,502 shares during the period. 84.82% of the stock is currently owned by hedge funds and other institutional investors.

About Ryan Specialty

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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.

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