William Blair Lowers Earnings Estimates for Ryan Specialty

Ryan Specialty Holdings Inc. (NYSE:RYAN) – Equities researchers at William Blair dropped their FY2025 earnings per share estimates for shares of Ryan Specialty in a research report issued to clients and investors on Friday, October 31st. William Blair analyst A. Klauber now anticipates that the company will post earnings per share of $2.00 for the year, down from their previous estimate of $2.04. 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 Q4 2025 earnings at $0.48 EPS, Q3 2026 earnings at $0.54 EPS, Q4 2026 earnings at $0.56 EPS and FY2026 earnings at $2.31 EPS.

Several other equities research analysts have also recently commented on RYAN. JPMorgan Chase & Co. lowered their target price on Ryan Specialty from $64.00 to $63.00 and set an “underweight” rating for the company in a research note on Thursday, October 9th. Weiss Ratings reissued a “hold (c-)” rating on shares of Ryan Specialty in a research note on Wednesday, October 8th. Keefe, Bruyette & Woods decreased their price objective on Ryan Specialty from $73.00 to $65.00 and set an “outperform” rating for the company in a research note on Monday. UBS Group dropped their price objective on Ryan Specialty from $80.00 to $75.00 and set a “buy” rating for the company in a report on Wednesday, October 8th. Finally, Wall Street Zen upgraded Ryan Specialty from a “sell” rating to a “hold” rating in a report on Sunday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $68.54.

Ryan Specialty Stock Up 3.2%

NYSE RYAN opened at $55.02 on Monday. The stock has a fifty day moving average of $54.36 and a 200-day moving average of $61.64. The stock has a market capitalization of $14.51 billion, a P/E ratio of 119.60, a price-to-earnings-growth ratio of 1.48 and a beta of 0.62. Ryan Specialty has a 52 week low of $50.08 and a 52 week high of $77.16. The company has a debt-to-equity ratio of 2.72, a quick ratio of 1.01 and a current ratio of 1.00.

Ryan Specialty (NYSE:RYAN) last released its earnings results on Thursday, October 30th. The company reported $0.47 EPS for the quarter, meeting the consensus estimate of $0.47. The company had revenue of $754.58 million during the quarter, compared to analysts’ expectations of $742.35 million. Ryan Specialty had a return on equity of 47.93% and a net margin of 7.61%.The business’s revenue for the quarter was up 24.8% on a year-over-year basis. During the same period last year, the firm earned $0.41 EPS.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. AGF Management Ltd. grew its stake in Ryan Specialty by 30.0% in the third quarter. AGF Management Ltd. now owns 56,263 shares of the company’s stock valued at $3,171,000 after acquiring an additional 12,987 shares during the period. Principal Financial Group Inc. boosted its position in shares of Ryan Specialty by 21.1% during the third quarter. Principal Financial Group Inc. now owns 4,392,717 shares of the company’s stock worth $247,576,000 after buying an additional 765,428 shares during the period. Flaharty Asset Management LLC acquired a new position in shares of Ryan Specialty during the third quarter worth about $254,000. AlphaQuest LLC boosted its position in shares of Ryan Specialty by 116.9% during the third quarter. AlphaQuest LLC now owns 6,799 shares of the company’s stock worth $383,000 after buying an additional 3,665 shares during the period. Finally, Arizona State Retirement System boosted its position in shares of Ryan Specialty by 1.6% during the third quarter. Arizona State Retirement System now owns 31,853 shares of the company’s stock worth $1,795,000 after buying an additional 493 shares during the period. 84.82% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Ryan Specialty

In other Ryan Specialty news, Chairman Patrick G. Ryan bought 276,634 shares of the firm’s stock in a transaction on Friday, September 12th. The stock was purchased at an average cost of $51.84 per share, with a total value of $14,340,706.56. Following the completion of the purchase, the chairman owned 13,699,959 shares in the company, valued at approximately $710,205,874.56. The trade was a 2.06% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Insiders own 52.21% of the company’s stock.

Ryan Specialty Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 25th. Investors of record on Tuesday, November 11th will be issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Monday, November 10th. Ryan Specialty’s dividend payout ratio is currently 104.35%.

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.