Ryan Specialty (RYAN) to Release Quarterly Earnings on Thursday

Ryan Specialty (NYSE:RYAN - Get Free Report) is expected to be releasing its Q2 2025 earnings data after the market closes on Thursday, July 31st. Analysts expect Ryan Specialty to post earnings of $0.67 per share and revenue of $837.52 million for the quarter.

Ryan Specialty (NYSE:RYAN - Get Free Report) last announced its quarterly earnings data on Thursday, May 1st. The company reported $0.39 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.39. The company had revenue of $690.17 million during the quarter, compared to the consensus estimate of $680.80 million. Ryan Specialty had a return on equity of 47.70% and a net margin of 6.97%. The firm's revenue was up 25.0% on a year-over-year basis. During the same period in the previous year, the company posted $0.35 EPS. On average, analysts expect Ryan Specialty to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Ryan Specialty Stock Performance

Shares of NYSE:RYAN traded up $1.83 during mid-day trading on Friday, reaching $66.23. 1,099,551 shares of the company traded hands, compared to its average volume of 1,003,336. Ryan Specialty has a 52 week low of $59.13 and a 52 week high of $77.16. The company has a debt-to-equity ratio of 3.45, a current ratio of 1.05 and a quick ratio of 1.05. The firm has a market cap of $17.38 billion, a PE ratio of 194.78, a PEG ratio of 1.79 and a beta of 0.66. The company's 50 day moving average price is $67.31 and its 200-day moving average price is $68.32.

Ryan Specialty Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 27th. Shareholders of record on Tuesday, May 13th were paid a $0.12 dividend. The ex-dividend date of this dividend was Tuesday, May 13th. This represents a $0.48 annualized dividend and a yield of 0.72%. Ryan Specialty's payout ratio is 141.18%.

Analyst Ratings Changes

RYAN has been the topic of several recent research reports. Keefe, Bruyette & Woods decreased their price objective on Ryan Specialty from $76.00 to $75.00 and set an "outperform" rating on the stock in a report on Wednesday, April 9th. Morgan Stanley decreased their price objective on Ryan Specialty from $80.00 to $78.00 and set an "overweight" rating on the stock in a report on Monday, July 14th. Wells Fargo & Company decreased their price target on Ryan Specialty from $65.00 to $63.00 and set an "equal weight" rating on the stock in a report on Thursday, July 10th. TD Cowen began coverage on Ryan Specialty in a report on Thursday, April 10th. They set a "buy" rating and a $89.00 price target on the stock. Finally, Barclays decreased their price target on Ryan Specialty from $83.00 to $79.00 and set an "overweight" rating on the stock in a report on Monday, July 7th. Two equities research analysts have rated the stock with a sell rating, two have assigned a hold rating and eight have issued a buy rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $76.00.

Insiders Place Their Bets

In other news, Director David P. Bolger sold 5,000 shares of the stock in a transaction on Tuesday, June 3rd. The stock was sold at an average price of $70.80, for a total transaction of $354,000.00. Following the transaction, the director owned 71,467 shares of the company's stock, valued at approximately $5,059,863.60. This represents a 6.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Mark Stephen Katz sold 14,377 shares of the stock in a transaction on Friday, June 13th. The stock was sold at an average price of $65.84, for a total value of $946,581.68. Following the transaction, the executive vice president directly owned 1,117 shares in the company, valued at $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 Investors Weigh In On Ryan Specialty

A number of institutional investors have recently added to or reduced their stakes in the stock. Royal Bank of Canada raised its stake in shares of Ryan Specialty by 10.6% in the first quarter. Royal Bank of Canada now owns 59,639 shares of the company's stock worth $4,406,000 after purchasing an additional 5,739 shares during the last quarter. AQR Capital Management LLC raised its position in Ryan Specialty by 25.1% during the first quarter. AQR Capital Management LLC now owns 4,972 shares of the company's stock valued at $367,000 after acquiring an additional 998 shares in the last quarter. Goldman Sachs Group Inc. raised its position in Ryan Specialty by 46.3% during the first quarter. Goldman Sachs Group Inc. now owns 376,154 shares of the company's stock valued at $27,787,000 after acquiring an additional 119,055 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Ryan Specialty by 11.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 332,823 shares of the company's stock valued at $24,586,000 after acquiring an additional 33,667 shares in the last quarter. Institutional investors 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.