Ryan Specialty (NYSE:RYAN) Downgraded to "Equal Weight" Rating by Wells Fargo & Company

Key Points

• Wells Fargo downgraded Ryan Specialty from "overweight" to "equal weight" and set a $31 price target, implying roughly a 10.8% downside from the prior close.
• Q1 beat expectations: the company reported $0.47 EPS vs. $0.43 consensus and $795.2M revenue vs. $781.4M, with revenue up ~15.2% year‑over‑year, and declared a quarterly dividend of $0.13 per share.
• Key risks include technical and valuation headwinds: the stock sits below its 200‑day moving average, trades at a high P/E (~82.8), and carries elevated leverage (debt/equity ~2.62), which could limit upside.

Ryan Specialty (NYSE:RYAN - Get Free Report) was downgraded by equities researchers at Wells Fargo & Company from an "overweight" rating to an "equal weight" rating in a research note issued to investors on Friday, MarketBeat.com reports. They presently have a $31.00 target price on the stock. Wells Fargo & Company's price target points to a potential downside of 10.80% from the stock's previous close.

RYAN has been the topic of a number of other reports. JPMorgan Chase & Co. decreased their price objective on Ryan Specialty from $49.00 to $43.00 and set an "underweight" rating on the stock in a report on Thursday, April 9th. Weiss Ratings downgraded shares of Ryan Specialty from a "hold (c-)" rating to a "sell (d+)" rating in a report on Thursday, February 5th. 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. Mizuho lowered their price target on Ryan Specialty from $44.00 to $42.00 and set a "neutral" rating for the company in a research report on Monday, April 13th. Finally, BMO Capital Markets cut Ryan Specialty from an "outperform" rating to a "market perform" rating and dropped their price objective for the company from $66.00 to $43.00 in a research note 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 given a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $50.59.

Ryan Specialty Trading Down 1.4%

Shares of RYAN opened at $34.75 on Friday. Ryan Specialty has a 12-month low of $31.50 and a 12-month high of $72.50. The firm has a market capitalization of $9.18 billion, a P/E ratio of 82.75, a P/E/G ratio of 0.95 and a beta of 0.71. The firm has a 50-day moving average price of $36.08 and a 200 day moving average price of $46.46. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.62.

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

Insider Transactions at Ryan Specialty

In other news, Director Patrick G. Ryan, Jr. purchased 25,500 shares of the business's stock in a transaction on Monday, February 23rd. The shares were bought at an average price of $39.96 per share, with a total value of $1,018,980.00. Following the completion of the transaction, the director directly owned 428,295 shares in the company, valued at approximately $17,114,668.20. This represents a 6.33% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 52.03% of the stock is owned by corporate insiders.

Institutional Trading of Ryan Specialty

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Los Angeles Capital Management LLC purchased a new position in shares of Ryan Specialty in the 4th quarter valued at approximately $25,000. Advisory Services Network LLC purchased a new stake in shares of Ryan Specialty during the third quarter worth approximately $28,000. SBI Securities Co. Ltd. lifted its holdings in shares of Ryan Specialty by 6,322.2% during the fourth quarter. SBI Securities Co. Ltd. now owns 578 shares of the company's stock worth $30,000 after purchasing an additional 569 shares during the period. Fifth Third Bancorp grew 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. Finally, Whittier Trust Co. of Nevada Inc. grew 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. 84.82% of the stock is owned by hedge funds and other institutional investors.

More Ryan Specialty News

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

• Positive Sentiment: Q1 results beat expectations: EPS $0.47 vs. Street $0.43 and revenue $795.2M vs. $781.4M consensus; revenue was up ~15.2% year-over-year, driven by ~11.8% organic growth — a clear sign of top-line momentum. BusinessWire Q1 Release
• Positive Sentiment: Dividend announced: company declared a quarterly dividend of $0.13/share (annualized yield ~1.5%), ex-dividend date May 12 and payable May 26 — supports income-oriented investors and signals confidence in cash flow.
• Neutral Sentiment: Coverage and detail pieces: multiple outlets note the beat and provide deeper metric context (net margin ~7.0%, ROE ~46.4%) and replay of the conference call for investors wanting management commentary. MarketBeat Conference Call / Transcript
• Neutral Sentiment: Previews and snapshots: earnings previews and Q1 snapshots circulated ahead of and after the print, useful for analysts digging into quarter drivers and segment performance. MSN Q1 Coverage
• Negative Sentiment: Technical and valuation/financial-structure headwinds: the stock remains below its 200-day moving average (50-day is under 200-day), the shares trade at a high P/E (~82.8) and the company carries elevated leverage (debt/equity ~2.62) — these factors can limit upside and make the name sensitive to any guidance/margin softness or broader risk-off flows.

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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