Sei Investments Co. Has $13.11 Million Position in Ryan Specialty Holdings Inc. $RYAN

Sei Investments Co. boosted its holdings in Ryan Specialty Holdings Inc. (NYSE:RYAN) by 9.1% during the first quarter, HoldingsChannel.com reports. The fund owned 388,723 shares of the company’s stock after purchasing an additional 32,569 shares during the period. Sei Investments Co.’s holdings in Ryan Specialty were worth $13,114,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in RYAN. Advisory Services Network LLC acquired a new stake in Ryan Specialty during the third quarter valued at approximately $28,000. Los Angeles Capital Management LLC acquired a new position in shares of Ryan Specialty in the 4th quarter worth approximately $25,000. SBI Securities Co. Ltd. raised its holdings in shares of Ryan Specialty by 6,322.2% in the 4th quarter. SBI Securities Co. Ltd. now owns 578 shares of the company’s stock worth $30,000 after buying an additional 569 shares in the last quarter. Quarry LP bought a new position in shares of Ryan Specialty during the 3rd quarter worth approximately $37,000. Finally, Caitong International Asset Management Co. Ltd lifted its position in shares of Ryan Specialty by 173.7% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 709 shares of the company’s stock worth $37,000 after buying an additional 450 shares during the period. Institutional investors and hedge funds own 84.82% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on RYAN. Atlantic Securities set a $69.00 price target on Ryan Specialty in a research report on Wednesday, July 15th. Keefe, Bruyette & Woods boosted their target price on shares of Ryan Specialty from $44.00 to $48.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. Citigroup lowered their target price on shares of Ryan Specialty from $55.00 to $50.00 and set a “buy” rating on the stock in a report on Monday, May 4th. UBS Group cut their price target on shares of Ryan Specialty from $52.00 to $50.00 and set a “buy” rating for the company in a report on Wednesday, July 8th. Finally, Morgan Stanley boosted their price target on shares of Ryan Specialty from $39.00 to $42.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Eight equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $50.00.

Ryan Specialty Price Performance

Ryan Specialty stock opened at $44.06 on Friday. The business’s fifty day moving average is $37.51 and its two-hundred day moving average is $38.39. The company has a debt-to-equity ratio of 2.90, a quick ratio of 1.02 and a current ratio of 1.02. The firm has a market cap of $11.62 billion, a P/E ratio of 57.22, a P/E/G ratio of 1.01 and a beta of 0.61. Ryan Specialty Holdings Inc. has a 52 week low of $29.28 and a 52 week high of $61.85.

Ryan Specialty (NYSE:RYAN) last announced its earnings results on Thursday, July 30th. The company reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.60 by $0.14. Ryan Specialty had a return on equity of 41.33% and a net margin of 8.21%.The company had revenue of $916.65 million during the quarter, compared to analyst estimates of $873.93 million. During the same period last year, the company posted $0.66 earnings per share. The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. Equities research analysts forecast that Ryan Specialty Holdings Inc. will post 2.06 earnings per share for the current fiscal year.

Ryan Specialty declared that its board has initiated a stock repurchase program on Tuesday, May 26th that permits the company to buyback $300.00 million in outstanding shares. This buyback authorization permits the company to buy up to 3.5% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s board believes its shares are undervalued.

Ryan Specialty News Roundup

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

• Positive Sentiment: Ryan Specialty reported adjusted earnings of $0.74 per share, ahead of consensus estimates ranging from $0.60 to $0.61 and up from $0.66 a year earlier. Ryan Specialty Group Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Second-quarter revenue increased 7.2% year over year to approximately $916.6 million, exceeding the roughly $874 million analyst estimate. The results indicate continued demand for the specialty insurance broker’s services. Ryan Specialty Reports Second Quarter 2026 Results
• Positive Sentiment: The earnings beat initially prompted a sharp positive market reaction, highlighting that profitability and revenue remained stronger than analysts had anticipated. Ryan Specialty Reports Strong Q2 CY2026
• Neutral Sentiment: Organic revenue growth was 6.7%, down from 7.1% in the prior-year quarter. That remains solid growth but suggests some moderation in underlying business momentum. Ryan Specialty Q2 Earnings Key Metrics
• Negative Sentiment: Net income declined 13.1% year over year, creating a notable contrast with the revenue and adjusted-EPS growth. Investors may be concerned that higher earnings were not accompanied by stronger bottom-line results. Ryan Specialty Second Quarter Results
• Negative Sentiment: The reaction also reflects elevated expectations and valuation sensitivity: a strong earnings beat may not be enough to sustain the stock if investors focus on slower organic growth and declining net income.

Insiders Place Their Bets

In related news, Director John W. Rogers, Jr. acquired 7,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was purchased at an average price of $35.16 per share, for a total transaction of $263,700.00. Following the transaction, the director owned 117,933 shares of the company’s stock, valued at $4,146,524.28. The trade was a 6.79% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Mark Stephen Katz bought 3,215 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was bought at an average cost of $31.07 per share, with a total value of $99,890.05. Following the completion of the purchase, the executive vice president owned 4,332 shares of the company’s stock, valued at approximately $134,595.24. The trade was a 287.82% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 130,715 shares of company stock valued at $4,263,590 in the last 90 days. 52.03% of the stock is currently owned by insiders.

Ryan Specialty 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.