William Blair Boosts Earnings Estimates for Ryan Specialty

Key Points

• William Blair has raised its Q1 2026 earnings estimate for Ryan Specialty Holdings, now predicting an EPS of $0.51, up from $0.50.
• Ryan Specialty has reported a revenue increase of 23.0% year-over-year, with quarterly earnings matching the consensus estimate of $0.66 per share.
• The company recently announced a quarterly dividend of $0.12 per share, resulting in an annualized yield of 0.8%.

Ryan Specialty Holdings Inc. (NYSE:RYAN - Free Report) - Stock analysts at William Blair raised their Q1 2026 earnings estimates for shares of Ryan Specialty in a research note issued on Friday, August 1st. William Blair analyst A. Klauber now expects that the company will earn $0.51 per share for the quarter, up from their prior estimate of $0.50. The consensus estimate for Ryan Specialty's current full-year earnings is $2.29 per share.

Ryan Specialty (NYSE:RYAN - Get Free Report) last announced its quarterly earnings data on Thursday, July 31st. The company reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. Ryan Specialty had a return on equity of 48.70% and a net margin of 6.81%. The business had revenue of $855.17 million during the quarter, compared to analyst estimates of $837.52 million. During the same quarter in the prior year, the firm posted $0.58 earnings per share. The company's revenue was up 23.0% on a year-over-year basis.

Other analysts also recently issued research reports about the company. Keefe, Bruyette & Woods reduced their price objective on Ryan Specialty from $76.00 to $75.00 and set an "outperform" rating for the company in a research report on Wednesday, April 9th. Wells Fargo & Company reduced their price target on Ryan Specialty from $63.00 to $60.00 and set an "equal weight" rating for the company in a research note on Friday, August 1st. UBS Group lowered their target price on Ryan Specialty from $84.00 to $80.00 and set a "buy" rating for the company in a report on Monday. Morgan Stanley reduced their price target on Ryan Specialty from $80.00 to $78.00 and set an "overweight" rating on the stock in a research report on Monday, July 14th. Finally, The Goldman Sachs Group upgraded Ryan Specialty from a "neutral" rating to a "buy" rating and increased their price target for the stock from $74.00 to $81.00 in a report on Tuesday, May 13th. Three research analysts have rated the stock with a hold rating and eight have issued a buy rating to the company's stock. Based on data from MarketBeat, Ryan Specialty has an average rating of "Moderate Buy" and a consensus price target of $77.30.

Ryan Specialty Stock Up 3.1%

Shares of Ryan Specialty stock traded up $1.77 during trading on Monday, hitting $59.14. 1,408,637 shares of the stock traded hands, compared to its average volume of 1,064,112. The stock has a market cap of $15.52 billion, a P/E ratio of 169.24, a PEG ratio of 1.66 and a beta of 0.64. The company has a fifty day moving average price of $65.77 and a two-hundred day moving average price of $68.01. The company has a debt-to-equity ratio of 2.88, a quick ratio of 1.05 and a current ratio of 1.01. Ryan Specialty has a twelve month low of $55.77 and a twelve month high of $77.16.

Ryan Specialty Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 26th. Shareholders of record on Tuesday, August 12th will be paid a dividend of $0.12 per share. The ex-dividend date is Tuesday, August 12th. This represents a $0.48 annualized dividend and a yield of 0.8%. Ryan Specialty's dividend payout ratio is currently 137.14%.

Insider Activity

In other Ryan Specialty news, Director David P. Bolger sold 5,000 shares of the company's stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $70.80, for a total transaction of $354,000.00. Following the completion of the sale, the director directly owned 71,467 shares of the company's stock, valued at approximately $5,059,863.60. This represents a 6.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark Stephen Katz sold 14,377 shares of the firm's stock in a transaction that occurred on Friday, June 13th. The stock was sold at an average price of $65.84, for a total transaction of $946,581.68. Following the sale, the executive vice president owned 1,117 shares in the company, valued at approximately $73,543.28. The trade was a 92.79% decrease in their position. The disclosure for this sale can be found here. 52.21% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Whittier Trust Co. of Nevada Inc. increased its position in Ryan Specialty by 281.6% during the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 332 shares of the company's stock worth $25,000 after purchasing an additional 245 shares during the period. SVB Wealth LLC acquired a new position in shares of Ryan Specialty in the 1st quarter valued at about $26,000. Golden State Wealth Management LLC boosted its holdings in Ryan Specialty by 10,975.0% in the 2nd quarter. Golden State Wealth Management LLC now owns 443 shares of the company's stock worth $30,000 after acquiring an additional 439 shares during the period. Central Pacific Bank Trust Division bought a new stake in shares of Ryan Specialty in the second quarter worth $31,000. Finally, WPG Advisers LLC bought a new position in shares of Ryan Specialty during the first quarter worth about $32,000. Institutional investors and hedge funds own 84.82% of the company's stock.

About Ryan Specialty

Ryan Specialty Holdings, Inc operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, Europe, and Singapore. It offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter.