Ryan Specialty (NYSE:RYAN) Given New $55.00 Price Target at Keefe, Bruyette & Woods

Ryan Specialty (NYSE:RYAN) had its target price lowered by Keefe, Bruyette & Woods from $65.00 to $55.00 in a report released on Friday morning,Benzinga reports. Keefe, Bruyette & Woods currently has an outperform rating on the stock.

RYAN has been the subject of several other reports. The Goldman Sachs Group set a $61.00 target price on Ryan Specialty in a research report on Wednesday, January 7th. Jefferies Financial Group assumed coverage on shares of Ryan Specialty in a research report on Monday, December 1st. They set a “hold” rating and a $64.00 price target for the company. Weiss Ratings downgraded shares of Ryan Specialty from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, February 5th. JPMorgan Chase & Co. lowered their price objective on shares of Ryan Specialty from $63.00 to $56.00 and set an “underweight” rating on the stock in a research report on Wednesday, January 7th. Finally, Piper Sandler dropped their target price on shares of Ryan Specialty from $58.00 to $43.00 and set a “neutral” rating on the stock in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $61.25.

Ryan Specialty Price Performance

Ryan Specialty stock opened at $38.64 on Friday. Ryan Specialty has a 52 week low of $37.29 and a 52 week high of $77.16. The company’s 50 day moving average price is $50.16 and its two-hundred day moving average price is $54.02. The stock has a market cap of $10.19 billion, a P/E ratio of 91.99, a P/E/G ratio of 1.12 and a beta of 0.62. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 2.72.

Ryan Specialty (NYSE:RYAN) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.45 EPS for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.05). The business had revenue of $751.21 million for the quarter, compared to analysts’ expectations of $777.43 million. Ryan Specialty had a net margin of 7.02% and a return on equity of 47.38%. The business’s revenue was up 13.2% compared to the same quarter last year. During the same period in the previous year, the business posted $0.45 earnings per share. On average, equities analysts predict that Ryan Specialty will post 2.29 earnings per share for the current year.

Ryan Specialty Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a $0.13 dividend. The ex-dividend date is Tuesday, February 24th. This is a positive change from Ryan Specialty’s previous quarterly dividend of $0.12. This represents a $0.52 annualized dividend and a dividend yield of 1.3%. Ryan Specialty’s dividend payout ratio is 104.35%.

Insider Activity at Ryan Specialty

In related news, CEO Timothy William Turner sold 129,570 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $53.61, for a total transaction of $6,946,247.70. Following the sale, the chief executive officer directly owned 12,553 shares in the company, valued at approximately $672,966.33. This represents a 91.17% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 52.21% of the company’s stock.

Institutional Investors Weigh In On Ryan Specialty

Hedge funds and other institutional investors have recently bought and sold shares of the business. Royal Bank of Canada boosted its holdings in shares of Ryan Specialty by 10.6% in the first quarter. Royal Bank of Canada now owns 59,639 shares of the company’s stock worth $4,406,000 after acquiring an additional 5,739 shares during the period. AQR Capital Management LLC raised its stake in shares of Ryan Specialty by 25.1% during the 1st quarter. AQR Capital Management LLC now owns 4,972 shares of the company’s stock valued at $367,000 after purchasing an additional 998 shares during the period. Goldman Sachs Group Inc. lifted its holdings in Ryan Specialty by 46.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 376,154 shares of the company’s stock worth $27,787,000 after purchasing an additional 119,055 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Ryan Specialty by 11.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 332,823 shares of the company’s stock worth $24,586,000 after purchasing an additional 33,667 shares during the period. Finally, Vanguard Personalized Indexing Management LLC grew its holdings in Ryan Specialty by 6.1% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 9,478 shares of the company’s stock valued at $644,000 after buying an additional 546 shares in the last quarter. Institutional investors own 84.82% of the company’s stock.

Trending Headlines about Ryan Specialty

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

• Positive Sentiment: Quarterly dividend raised to $0.13 (8.3% increase); the payout yields ~1.2% and signals management support for the stock. (No article link)
• Positive Sentiment: Management expects about $80M of annual savings from the Empower restructuring, which should help offset cost pressures over time. Read More.
• Neutral Sentiment: Some sell-side firms cut price targets (Keefe, Bruyette & Woods: $65 → $55; Wells Fargo: $63 → $56) but kept positive ratings (Outperform / Overweight), leaving meaningful upside from current levels despite reduced targets. Read More. • Read More.
• Neutral Sentiment: Revenue grew 13.2% YoY to $751.2M, but organic growth slowed to 6.6% — mixed top-line trend that shows scale but weaker underlying growth. Read More.
• Neutral Sentiment: Full Q4 earnings call transcript and several analyst write-ups are available for detail on guidance, segment performance and reserve/investment commentary. Useful for investors deciding whether the sell-off creates a buying opportunity. Read More.
• Negative Sentiment: Q4 missed Street expectations: EPS $0.45 vs. $0.50 consensus and revenue $751.2M vs. ~$777M expected; net income declined and management highlighted slower organic growth — the primary driver of the stock decline. Read More.
• Negative Sentiment: Margins came under pressure as the company “absorbs” investment costs and faces property-related pressures; analysts and trade press flagged margin compression as a material near-term risk. Read More.
• Negative Sentiment: Sell-side and media coverage highlight a “slow sales growth” outlook and the stock’s sharp intraday move, with elevated trading volume as investors reposition. That combination is intensifying the downward pressure. Read More. • Read More.

Ryan Specialty Company Profile

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.