Ryan Specialty (NYSE:RYAN) Given New $52.00 Price Target at Royal Bank Of Canada

Key Points

• Royal Bank of Canada lowered Ryan Specialty’s price target from $55 to $52 while maintaining an “outperform” rating, implying 18.39% upside from the prior close.
• Analyst sentiment is mixed: the stock has a consensus “Hold” rating from 19 analysts, with an average price target of $52.03.
• Ryan Specialty reported quarterly EPS of $0.51, beating estimates of $0.49, while revenue reached about $790 million; shares rose 1.5% to $43.92 in Friday trading.

Ryan Specialty (NYSE:RYAN - Get Free Report) had its target price reduced by investment analysts at Royal Bank Of Canada from $55.00 to $52.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage presently has an "outperform" rating on the stock. Royal Bank Of Canada's target price suggests a potential upside of 18.39% from the stock's previous close.

Several other equities research analysts have also recently weighed in on RYAN. Piper Sandler dropped their price target on shares of Ryan Specialty from $48.00 to $40.00 and set a "neutral" rating for the company in a research report on Tuesday, October 6th. Wells Fargo & Company cut their target price on Ryan Specialty from $43.00 to $41.00 and set an "equal weight" rating on the stock in a research note on Monday, October 12th. JPMorgan Chase & Co. raised their price target on Ryan Specialty from $39.00 to $45.00 and gave the stock an "underweight" rating in a research note on Monday, August 3rd. Mizuho cut their price target on Ryan Specialty from $43.00 to $40.00 and set a "neutral" rating for the company in a research note on Wednesday, October 7th. Finally, Citigroup boosted their target price on shares of Ryan Specialty from $50.00 to $53.50 and gave the company a "buy" rating in a research report on Monday, August 3rd. Eight equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and an average target price of $52.03.

Ryan Specialty Stock Up 1.5%

Shares of NYSE RYAN traded up $0.64 during midday trading on Friday, hitting $43.92. 1,609,984 shares of the stock traded hands, compared to its average volume of 2,192,033. The company has a market cap of $11.24 billion, a PE ratio of 61.19, a P/E/G ratio of 0.87 and a beta of 0.61. Ryan Specialty has a one year low of $29.28 and a one year high of $58.94. The business has a 50 day moving average price of $40.41 and a two-hundred day moving average price of $39.20. The company has a debt-to-equity ratio of 3.51, a quick ratio of 1.00 and a current ratio of 1.00.

Ryan Specialty (NYSE:RYAN - Get Free Report) last released its earnings results on Thursday, October 29th. The company reported $0.51 earnings per share for the quarter, beating analysts' consensus estimates of $0.49 by $0.02. Ryan Specialty had a net margin of 7.55% and a return on equity of 43.97%. The firm had revenue of $789.96 million during the quarter, compared to the consensus estimate of $792.99 million. During the same period in the prior year, the firm earned $0.47 EPS. On average, equities analysts predict that Ryan Specialty will post 2.17 EPS for the current year.

Hedge Funds Weigh In On Ryan Specialty

A number of hedge funds have recently added to or reduced their stakes in RYAN. Vancity Investment Management Ltd acquired a new stake in Ryan Specialty during the 2nd quarter valued at approximately $621,000. Guardian Point Capital LP increased its position in shares of Ryan Specialty by 15.0% during the first quarter. Guardian Point Capital LP now owns 575,000 shares of the company's stock worth $19,400,000 after purchasing an additional 75,000 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of Ryan Specialty by 34.8% in the first quarter. Bank of America Corp DE now owns 1,508,083 shares of the company's stock worth $50,883,000 after buying an additional 389,505 shares in the last quarter. Vulcan Value Partners LLC boosted its stake in Ryan Specialty by 20.0% during the second quarter. Vulcan Value Partners LLC now owns 7,912,669 shares of the company's stock worth $298,782,000 after buying an additional 1,317,334 shares during the last quarter. Finally, Entropy Technologies LP purchased a new position in Ryan Specialty in the first quarter worth approximately $2,189,000. 84.82% of the stock is currently owned by institutional investors.

Ryan Specialty News Roundup

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

• Positive Sentiment: Adjusted earnings beat expectations: Third-quarter EPS was $0.51, above the $0.49 consensus and up from $0.47 a year earlier. Revenue rose 4.7% to approximately $790 million, while net income increased 40.6% to $88 million. Ryan Specialty Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Capital returned to shareholders: Ryan Specialty repurchased $150 million of stock and paid $23.7 million in dividends and distributions during the quarter. It also declared a quarterly dividend of $0.13 per share, equivalent to $0.52 annually and a yield of approximately 1.2%. Ryan Specialty Stock Rated Hold
• Positive Sentiment: New growth initiative: The company launched Tera Underwriters with $625 million of capacity, potentially expanding its specialty insurance platform and future revenue opportunities. Ryan Specialty Launches Tera Underwriters
• Neutral Sentiment: Full-year revenue outlook maintained: Management reaffirmed guidance for mid-single-digit organic revenue growth in 2026, suggesting business trends remain broadly on plan. Ryan Specialty Reports Third-Quarter Results
• Negative Sentiment: Growth and margins are under pressure: Organic growth slowed to 4% in the quarter, and management indicated that the 2026 adjusted EBITDAC margin could decline by roughly 50 basis points from the prior year. Revenue also fell slightly short of analyst estimates. Ryan Specialty Organic Growth Slows
• Negative Sentiment: Analyst stance remains cautious: Wall Street analysts currently rate Ryan Specialty “Hold,” which may limit upside given the stock’s elevated valuation and substantial leverage. Analyst Hold Rating

About Ryan Specialty

Ryan Specialty Holdings, Inc is a specialty insurance services company that provides wholesale brokerage, managing general underwriting and delegated authority solutions. The company works with retail insurance brokers, agents, carriers and other market participants to place and manage complex, specialty risks that may require specialized underwriting expertise or customized coverage.

Its business includes specialty insurance and reinsurance brokerage, underwriting management and insurance program administration.

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