Vulcan Value Partners Increases Holdings in Ryan Specialty
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 21 Jan 26
Source: seekingalpha
Ryan Specialty Holdings Inc. saw a price decline of 5.04% as it crossed below its 5-day SMA.
Vulcan Value Partners has increased its holdings in Ryan Specialty during Q4, reflecting confidence in the company despite broader market gains in the Nasdaq-100 and S&P 500. The fund's strategy to reallocate capital into discounted opportunities indicates a long-term bullish outlook, even as market sentiment shifts due to concerns about credit rating agencies affecting investor confidence.
This move by Vulcan may provide a buffer for Ryan Specialty against current market volatility, suggesting that the firm sees potential value in the stock despite its recent price drop.
Analyst Views on RYAN
Wall Street analysts forecast RYAN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RYAN is 64.57 USD with a low forecast of 56.00 USD and a high forecast of 82.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 47.300
Low
56.00
Averages
64.57
High
82.00
Current: 47.300
Low
56.00
Averages
64.57
High
82.00
About RYAN
Ryan Specialty Holdings, Inc. is a service provider of specialty products and solutions for insurance brokers, agents, and carriers. It provides distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter with delegated authority from insurance carriers. For retail insurance brokers, it assists in the placement of complex or otherwise hard-to-place risks. For insurance carriers, it works with retail and wholesale insurance brokers to source, onboard, underwrite, and service these same risks. It Wholesale Brokerage Specialty operates under the brand RT Specialty along with others, such as RT ProExec and CERT. Its Binding Authority Specialty operates under the RT Specialty and RT Binding Authority brands. Its Underwriting Management Specialty operates under multiple brands, which are collectively referred to as Ryan Specialty Underwriting Managers. It also specializes in builder's risk insurance.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
