Keefe, Bruyette & Woods Cuts Ryan Specialty (NYSE:RYAN) Price Target to $42.00

Key Points

• Keefe, Bruyette & Woods cut its price target on Ryan Specialty from $49.00 to $42.00 while maintaining an "outperform" rating, implying roughly a 36% upside from current levels.
• Ryan Specialty reported a Q1 beat with $0.47 EPS vs. $0.43 expected and revenue of $795.2M, up 15.2% year‑over‑year, supporting management's growth outlook.
• Shares slid to $30.91 on Friday amid analyst downgrades (Wells Fargo cut to Equal Weight with a $31 target); MarketBeat shows a consensus rating of "Hold" and a consensus price target of $48.35.

Ryan Specialty (NYSE:RYAN - Get Free Report) had its target price lowered by equities research analysts at Keefe, Bruyette & Woods from $49.00 to $42.00 in a research report issued on Friday,Benzinga reports. The firm presently has an "outperform" rating on the stock. Keefe, Bruyette & Woods' price objective indicates a potential upside of 35.90% from the company's current price.

Other equities research analysts have also issued research reports about the company. Wells Fargo & Company reaffirmed an "equal weight" rating and issued a $31.00 price objective (down from $42.00) on shares of Ryan Specialty in a report on Friday. Morgan Stanley decreased their price target on Ryan Specialty from $55.00 to $50.00 and set an "overweight" rating on the stock in a research note on Monday, April 6th. Royal Bank Of Canada began coverage on Ryan Specialty in a research note on Tuesday, March 17th. They set an "outperform" rating and a $45.00 price target on the stock. BMO Capital Markets lowered Ryan Specialty from an "outperform" rating to a "market perform" rating and decreased their price target for the stock from $66.00 to $43.00 in a research note on Wednesday, February 25th. Finally, Weiss Ratings lowered Ryan Specialty from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus price target of $48.35.

Ryan Specialty Stock Performance

RYAN traded down $3.86 during trading on Friday, reaching $30.91. The company's stock had a trading volume of 2,197,149 shares, compared to its average volume of 2,085,814. Ryan Specialty has a 52-week low of $29.91 and a 52-week high of $72.50. The company's fifty day moving average price is $36.08 and its 200-day moving average price is $46.46. The company has a market capitalization of $8.17 billion, a price-to-earnings ratio of 72.97, a price-to-earnings-growth ratio of 0.95 and a beta of 0.71. The company has a debt-to-equity ratio of 2.62, a quick ratio of 0.98 and a current ratio of 0.98.

Ryan Specialty (NYSE:RYAN - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.47 earnings per share for the quarter, beating analysts' consensus estimates of $0.43 by $0.04. Ryan Specialty had a return on equity of 46.41% and a net margin of 7.02%.The company had revenue of $795.23 million for the quarter, compared to analyst estimates of $781.44 million. During the same quarter in the previous year, the company earned $0.39 EPS. The firm's revenue for the quarter was up 15.2% compared to the same quarter last year. On average, equities analysts forecast that Ryan Specialty will post 2.24 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Ryan Specialty news, Director Patrick G. Ryan, Jr. purchased 25,500 shares of the business's stock in a transaction on Monday, February 23rd. The stock was bought at an average cost of $39.96 per share, for a total transaction of $1,018,980.00. Following the acquisition, the director owned 428,295 shares of the company's stock, valued at approximately $17,114,668.20. The trade was a 6.33% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 52.03% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Advisory Services Network LLC purchased a new stake in Ryan Specialty during the 3rd quarter worth $28,000. Los Angeles Capital Management LLC purchased a new position in Ryan Specialty in the 4th quarter valued at about $25,000. SBI Securities Co. Ltd. boosted its position in Ryan Specialty by 6,322.2% in the 4th quarter. SBI Securities Co. Ltd. now owns 578 shares of the company's stock valued at $30,000 after buying an additional 569 shares during the last quarter. Whittier Trust Co. of Nevada Inc. boosted its position in Ryan Specialty by 83.7% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 599 shares of the company's stock valued at $35,000 after buying an additional 273 shares during the last quarter. Finally, Fifth Third Bancorp boosted its position in Ryan Specialty by 65.4% in the 3rd quarter. Fifth Third Bancorp now owns 612 shares of the company's stock valued at $34,000 after buying an additional 242 shares during the last quarter. 84.82% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Ryan Specialty

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

• Positive Sentiment: Q1 results beat expectations — Ryan reported $0.47 EPS vs. $0.43 consensus and revenue of $795.2M, up 15.2% year-over-year (organic growth 11.8%). Management highlighted strong revenue growth and solid profitability metrics, which support the company's growth outlook. Ryan Specialty Reports First Quarter 2026 Results
• Neutral Sentiment: Dividend declared — Ryan announced a $0.13 quarterly dividend (ex-dividend date May 12, payment May 26); annualized yield ~1.5%. This is supportive of income-focused investors but is small relative to total shareholder return drivers. (No external link provided in the item list.)
• Negative Sentiment: Wells Fargo downgrade and price-target cut — Wells Fargo lowered RYAN from Overweight to Equal Weight and cut its target to $31 from $42, implying roughly a mid‑teens downside from recent levels. That analyst action is the primary near-term negative catalyst pressuring the share price. Benzinga

About Ryan Specialty

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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