William Blair Lifts Earnings Estimates for Ryan Specialty

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – Stock analysts at William Blair lifted their Q2 2025 earnings per share estimates for shares of Ryan Specialty in a research report issued on Thursday, October 31st. William Blair analyst A. Klauber now forecasts that the company will post earnings per share of $0.72 for the quarter, up from their prior forecast of $0.71. The consensus estimate for Ryan Specialty’s current full-year earnings is $1.81 per share. William Blair also issued estimates for Ryan Specialty’s Q3 2025 earnings at $0.53 EPS, Q4 2025 earnings at $0.55 EPS and FY2025 earnings at $2.23 EPS.

Ryan Specialty (NYSE:RYAN) last issued its earnings results on Wednesday, October 30th. The company reported $0.41 EPS for the quarter, hitting analysts’ consensus estimates of $0.41. Ryan Specialty had a net margin of 10.31% and a return on equity of 47.90%. The company had revenue of $604.69 million for the quarter, compared to the consensus estimate of $602.04 million. During the same period in the previous year, the firm earned $0.32 earnings per share. Ryan Specialty’s quarterly revenue was up 20.5% compared to the same quarter last year.

A number of other research firms also recently commented on RYAN. BMO Capital Markets upgraded Ryan Specialty from a “market perform” rating to an “outperform” rating and lifted their target price for the company from $65.00 to $75.00 in a research report on Tuesday, September 24th. The Goldman Sachs Group upped their target price on shares of Ryan Specialty from $64.00 to $72.00 and gave the company a “neutral” rating in a research report on Wednesday, October 9th. Barclays assumed coverage on shares of Ryan Specialty in a research report on Wednesday, September 4th. They set an “overweight” rating and a $76.00 price target for the company. UBS Group upped their price objective on shares of Ryan Specialty from $67.00 to $76.00 and gave the stock a “buy” rating in a report on Tuesday, August 13th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Ryan Specialty from $54.00 to $56.00 and gave the company an “underweight” rating in a report on Friday, August 2nd. One investment analyst has rated the stock with a sell rating, five have given a hold rating and five have assigned a buy rating to the company. Based on data from MarketBeat, Ryan Specialty presently has an average rating of “Hold” and an average price target of $70.33.

Ryan Specialty Stock Up 1.3 %

RYAN stock opened at $67.57 on Monday. Ryan Specialty has a one year low of $41.49 and a one year high of $73.10. The firm has a market cap of $17.67 billion, a PE ratio of 87.75, a PEG ratio of 1.49 and a beta of 0.62. The firm’s 50 day moving average price is $67.11 and its 200-day moving average price is $60.68. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.09 and a current ratio of 1.01.

Institutional Investors Weigh In On Ryan Specialty

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Hollencrest Capital Management acquired a new position in Ryan Specialty during the third quarter worth approximately $25,000. Assetmark Inc. purchased a new stake in Ryan Specialty in the 3rd quarter valued at $34,000. GAMMA Investing LLC grew its position in Ryan Specialty by 96.4% during the 2nd quarter. GAMMA Investing LLC now owns 605 shares of the company’s stock worth $35,000 after purchasing an additional 297 shares during the last quarter. Crewe Advisors LLC acquired a new position in Ryan Specialty in the second quarter valued at $39,000. Finally, Rothschild Investment LLC purchased a new stake in shares of Ryan Specialty in the second quarter valued at about $87,000. 84.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Jeremiah Rawlins Bickham sold 26,233 shares of the company’s stock in a transaction that occurred on Wednesday, August 14th. The shares were sold at an average price of $65.18, for a total transaction of $1,709,866.94. Following the sale, the executive vice president now directly owns 24,845 shares in the company, valued at approximately $1,619,397.10. This represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. In related news, EVP Jeremiah Rawlins Bickham sold 26,233 shares of the business’s stock in a transaction on Wednesday, August 14th. The shares were sold at an average price of $65.18, for a total transaction of $1,709,866.94. Following the completion of the transaction, the executive vice president now owns 24,845 shares in the company, valued at approximately $1,619,397.10. The trade was a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, President Timothy William Turner sold 2,000,000 shares of the firm’s stock in a transaction on Friday, August 9th. The shares were sold at an average price of $62.45, for a total value of $124,900,000.00. Following the completion of the sale, the president now owns 8,095 shares in the company, valued at approximately $505,532.75. This represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 2,107,136 shares of company stock valued at $131,860,032 in the last three months. 11.10% of the stock is owned by corporate insiders.

Ryan Specialty Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 26th. Investors of record on Tuesday, November 12th will be issued a $0.11 dividend. The ex-dividend date is Tuesday, November 12th. This represents a $0.44 dividend on an annualized basis and a yield of 0.65%. Ryan Specialty’s dividend payout ratio (DPR) is presently 57.14%.

Ryan Specialty Company Profile

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.