Q1 EPS Estimates for Ryan Specialty Reduced by William Blair

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – Equities researchers at William Blair decreased their Q1 2025 earnings per share estimates for Ryan Specialty in a note issued to investors on Friday, February 21st. William Blair analyst A. Klauber now expects that the company will post earnings per share of $0.38 for the quarter, down from their prior forecast of $0.43. The consensus estimate for Ryan Specialty’s current full-year earnings is $2.29 per share. William Blair also issued estimates for Ryan Specialty’s FY2025 earnings at $2.06 EPS, Q1 2026 earnings at $0.49 EPS, Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.61 EPS, Q4 2026 earnings at $0.63 EPS and FY2026 earnings at $2.55 EPS.

Other equities research analysts also recently issued research reports about the company. Wells Fargo & Company raised their price target on Ryan Specialty from $64.00 to $69.00 and gave the company an “equal weight” rating in a research report on Friday. Royal Bank of Canada decreased their price objective on Ryan Specialty from $73.00 to $72.00 and set a “sector perform” rating on the stock in a report on Friday. Morgan Stanley began coverage on Ryan Specialty in a report on Thursday, December 5th. They issued an “overweight” rating and a $90.00 price objective on the stock. Keefe, Bruyette & Woods decreased their price objective on Ryan Specialty from $77.00 to $76.00 and set an “outperform” rating on the stock in a report on Friday. Finally, Barclays lifted their price objective on Ryan Specialty from $76.00 to $88.00 and gave the stock an “overweight” rating in a report on Thursday, November 21st. One investment analyst has rated the stock with a sell rating, six have assigned a hold rating and six have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $74.55.

Ryan Specialty Trading Up 3.2 %

NYSE RYAN opened at $67.44 on Monday. The stock’s 50-day simple moving average is $65.59 and its two-hundred day simple moving average is $67.31. Ryan Specialty has a twelve month low of $46.57 and a twelve month high of $75.97. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 2.40. The company has a market capitalization of $17.66 billion, a price-to-earnings ratio of 97.74, a PEG ratio of 1.19 and a beta of 0.72.

Ryan Specialty (NYSE:RYAN) last released its quarterly earnings results on Thursday, February 20th. The company reported $0.45 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.02). Ryan Specialty had a net margin of 9.14% and a return on equity of 48.01%. The firm had revenue of $663.53 million for the quarter, compared to analysts’ expectations of $658.80 million.

Institutional Trading of Ryan Specialty

Several large investors have recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in Ryan Specialty by 5.7% during the 4th quarter. Vanguard Group Inc. now owns 9,880,504 shares of the company’s stock valued at $633,933,000 after acquiring an additional 529,631 shares in the last quarter. Bessemer Group Inc. boosted its position in Ryan Specialty by 2.5% during the 4th quarter. Bessemer Group Inc. now owns 3,283,216 shares of the company’s stock valued at $210,651,000 after acquiring an additional 79,976 shares in the last quarter. State Street Corp boosted its position in Ryan Specialty by 1.5% during the 3rd quarter. State Street Corp now owns 3,273,093 shares of the company’s stock valued at $217,301,000 after acquiring an additional 49,198 shares in the last quarter. Janus Henderson Group PLC boosted its position in Ryan Specialty by 0.4% during the 3rd quarter. Janus Henderson Group PLC now owns 3,148,916 shares of the company’s stock valued at $209,058,000 after acquiring an additional 13,986 shares in the last quarter. Finally, Blair William & Co. IL boosted its position in Ryan Specialty by 0.6% during the 4th quarter. Blair William & Co. IL now owns 2,765,963 shares of the company’s stock valued at $177,464,000 after acquiring an additional 16,540 shares in the last quarter. 84.82% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director Nicholas Dominic Cortezi sold 31,409 shares of the firm’s stock in a transaction dated Wednesday, January 29th. The stock was sold at an average price of $65.64, for a total value of $2,061,686.76. Following the sale, the director now directly owns 2,697 shares of the company’s stock, valued at $177,031.08. This trade represents a 92.09 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold 316,451 shares of company stock valued at $20,907,793 over the last ninety days. 11.10% of the stock is owned by insiders.

Ryan Specialty Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 18th. Investors of record on Tuesday, March 4th will be paid a $0.12 dividend. The ex-dividend date of this dividend is Tuesday, March 4th. This is a boost from Ryan Specialty’s previous quarterly dividend of $0.11. This represents a $0.48 annualized dividend and a dividend yield of 0.71%. Ryan Specialty’s dividend payout ratio (DPR) is presently 63.77%.

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.