Brokers Issue Forecasts for Ryan Specialty FY2026 Earnings

Key Points

• DOWLING & PARTN initiated FY2026 earnings estimates for Ryan Specialty at $2.00 per share, slightly below the current consensus of $2.05. The firm also sees FY2027 EPS reaching $2.25.
• Several analysts have recently cut price targets or downgraded the stock, including Wells Fargo, Morgan Stanley, and BMO Capital Markets. Overall, the stock carries a Hold consensus rating with an average price target of $46.76.
• Ryan Specialty recently beat quarterly earnings and revenue estimates, reporting $0.47 EPS on $795.23 million in revenue, while also announcing a $300 million share repurchase plan and a quarterly dividend of $0.13 per share.

Ryan Specialty Holdings Inc. (NYSE:RYAN - Free Report) - Equities research analysts at DOWLING & PARTN issued their FY2026 earnings estimates for Ryan Specialty in a research report issued on Wednesday, May 20th. DOWLING & PARTN analyst A. Mottolese anticipates that the company will post earnings per share of $2.00 for the year. The consensus estimate for Ryan Specialty's current full-year earnings is $2.05 per share. DOWLING & PARTN also issued estimates for Ryan Specialty's FY2027 earnings at $2.25 EPS.

A number of other equities analysts have also recently weighed in on the company. Wells Fargo & Company cut Ryan Specialty from an "overweight" rating to an "equal weight" rating and lowered their price target for the stock from $42.00 to $31.00 in a report on Friday, May 1st. Citigroup lowered their price target on Ryan Specialty from $55.00 to $50.00 and set a "buy" rating for the company in a report on Monday, May 4th. Morgan Stanley lowered their price target on Ryan Specialty from $45.00 to $39.00 and set an "overweight" rating for the company in a report on Thursday, May 21st. Bank of America lowered their price target on Ryan Specialty from $70.00 to $68.00 and set a "buy" rating for the company in a report on Tuesday, April 14th. Finally, BMO Capital Markets cut Ryan Specialty from an "outperform" rating to a "market perform" rating and lowered their price target for the stock from $66.00 to $43.00 in a report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $46.76.

Ryan Specialty Price Performance

Ryan Specialty stock opened at $32.76 on Thursday. Ryan Specialty has a 12-month low of $29.28 and a 12-month high of $72.50. The stock has a market cap of $8.66 billion, a P/E ratio of 42.55, a PEG ratio of 0.76 and a beta of 0.68. The company has a 50-day moving average price of $33.88 and a 200 day moving average price of $43.76. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 2.90.

Ryan Specialty (NYSE:RYAN - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.43 by $0.04. Ryan Specialty had a net margin of 8.21% and a return on equity of 41.33%. The firm had revenue of $795.23 million during the quarter, compared to analysts' expectations of $781.44 million. During the same period last year, the business earned $0.39 earnings per share. Ryan Specialty's revenue was up 15.2% compared to the same quarter last year.

Hedge Funds Weigh In On Ryan Specialty

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Bank of America Corp DE boosted its holdings in Ryan Specialty by 34.8% during the 1st quarter. Bank of America Corp DE now owns 1,508,083 shares of the company's stock valued at $50,883,000 after acquiring an additional 389,505 shares during the period. California State Teachers Retirement System boosted its stake in shares of Ryan Specialty by 27.2% in the 1st quarter. California State Teachers Retirement System now owns 131,356 shares of the company's stock valued at $4,432,000 after buying an additional 28,095 shares during the period. Royal Bank of Canada boosted its stake in shares of Ryan Specialty by 42.6% in the 1st quarter. Royal Bank of Canada now owns 87,248 shares of the company's stock valued at $2,944,000 after buying an additional 26,047 shares during the period. Quantinno Capital Management LP boosted its stake in shares of Ryan Specialty by 290.0% in the 1st quarter. Quantinno Capital Management LP now owns 247,767 shares of the company's stock valued at $8,360,000 after buying an additional 184,238 shares during the period. Finally, SummitTX Capital L.P. boosted its stake in shares of Ryan Specialty by 441.2% in the 1st quarter. SummitTX Capital L.P. now owns 28,689 shares of the company's stock valued at $968,000 after buying an additional 23,388 shares during the period. 84.82% of the stock is currently owned by hedge funds and other institutional investors.

Ryan Specialty Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Investors of record on Tuesday, May 12th were issued a dividend of $0.13 per share. This represents a $0.52 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Tuesday, May 12th. Ryan Specialty's dividend payout ratio (DPR) is 67.53%.

Ryan Specialty declared that its Board of Directors has initiated a stock repurchase plan on Tuesday, May 26th that authorizes the company to repurchase $300.00 million in shares. This repurchase authorization authorizes the company to buy up to 3.5% of its stock through open market purchases. Stock repurchase plans are often a sign that the company's board believes its stock is undervalued.

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.

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