Ryan Specialty Increases Share Repurchase Authorization by $300M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Source: seekingalpha
- Authorization Increase: Ryan Specialty Holdings' board approved a $300 million increase to its existing share repurchase authorization, reflecting the company's confidence in its stock value and aiming to enhance shareholder returns.
- Repurchase Progress: As of May 22, 2026, the company repurchased $260 million of Class A common stock in Q2, exhausting its previous $300 million authorization, indicating an active use of the repurchase plan to support its stock price.
- Remaining Authorization: Following the increase, there remains $300 million of repurchase authorization available under the current program, providing ample funding for future stock buybacks and likely boosting market confidence in the company.
- Market Outlook: Despite property rate pressures, Ryan Specialty forecasts mid-single-digit organic growth for 2026, with an expected adjusted EBITDAC margin decline of 100-150 basis points, demonstrating the company's potential for growth even amid challenges.
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Analyst Views on RYAN
Wall Street analysts forecast RYAN stock price to rise
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 31.790
Low
56.00
Averages
64.57
High
82.00
Current: 31.790
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.
Ryan Specialty Increases Share Repurchase Authorization by $300M
- Authorization Increase: Ryan Specialty Holdings' board approved a $300 million increase to its existing share repurchase authorization, reflecting the company's confidence in its stock value and aiming to enhance shareholder returns.
- Repurchase Progress: As of May 22, 2026, the company repurchased $260 million of Class A common stock in Q2, exhausting its previous $300 million authorization, indicating an active use of the repurchase plan to support its stock price.
- Remaining Authorization: Following the increase, there remains $300 million of repurchase authorization available under the current program, providing ample funding for future stock buybacks and likely boosting market confidence in the company.
- Market Outlook: Despite property rate pressures, Ryan Specialty forecasts mid-single-digit organic growth for 2026, with an expected adjusted EBITDAC margin decline of 100-150 basis points, demonstrating the company's potential for growth even amid challenges.
See More
Pomerantz LLP Investigates Securities Fraud Claims Against Ryan Specialty Holdings
- Declining Financial Performance: Ryan Specialty Holdings reported a fourth-quarter organic revenue growth of 6.6%, down from 11.0% in the prior year, indicating pressure in market competition that could undermine investor confidence moving forward.
- EBITDAC Margin Decline: The company's adjusted EBITDAC margin fell to 29.6% from 32.6% year-over-year, reflecting rising costs and changes in market conditions that negatively impact profitability, potentially raising concerns among investors about future performance.
- Significant Stock Price Drop: On February 13, 2026, Ryan's stock price fell by $5.67, or 12.78%, closing at $38.71 per share, indicating a pessimistic outlook from the market regarding the company's financial prospects, which may trigger further legal actions from investors.
- Legal Investigation Initiated: Pomerantz LLP is investigating whether Ryan and its executives engaged in securities fraud or other unlawful business practices, highlighting potential legal risks that could further affect the company's market reputation and shareholder trust.
See More
Pomerantz Investigates Securities Fraud Claims Against Ryan Specialty Holdings
- Declining Financial Performance: Ryan Specialty Holdings reported a mere 6.6% organic revenue growth for Q4 2025, down from 11.0% in the previous year, indicating a slowdown that could undermine investor confidence.
- Margin Compression: The adjusted EBITDAC margin fell to 29.6% from 32.6% year-over-year, highlighting challenges in cost management and profitability that may adversely affect future financial results.
- Deteriorating Pricing Trends: During the earnings call, the company noted a significant increase in rate decreases of 25% to 35% for large accounts in Q4, suggesting a worsening trend that could negatively impact revenue and market share.
- Significant Stock Price Drop: Following the earnings report, Ryan's stock price plummeted by $5.67, or 12.78%, closing at $38.71 per share on February 13, 2026, reflecting market concerns about the company's outlook.
See More
Investigation into Ryan Specialty Holdings for Potential Investor Claims
- Financial Performance Disclosure: On February 12, 2026, Ryan Specialty Holdings reported a fourth-quarter organic revenue growth of 6.6%, down from 11.0% in the previous year, indicating a slowdown that could undermine investor confidence.
- Declining Profitability: The adjusted EBITDAC margin was reported at 29.6%, a decrease from 32.6% year-over-year, reflecting rising costs and intensified market competition, which may further impair future profitability.
- Market Pricing Trends: During the earnings call, Ryan Specialty noted an intensification of property pricing trends in Q4, with rate decreases of 25% to 35% in large accounts, exceeding market expectations and raising concerns about the company's future performance.
- Legal Investigation Initiated: In light of the financial disclosures and market reactions, Johnson Fistel, PLLP is investigating whether Ryan Specialty complied with federal securities laws, and investors who suffered losses may have the opportunity to seek compensation through legal channels.
See More
Ryan Specialty Reports 15% Revenue Growth in Q1
- Significant Revenue Growth: Ryan Specialty Holdings Inc reported a 15% increase in total revenue for Q1, reaching $795 million, primarily driven by 11.8% organic growth and contributions from M&A, indicating strong performance in the specialty insurance market.
- Adjusted EBITDA Improvement: Adjusted EBITDA rose by 15.7% to $232 million, with an adjusted EBITDA margin expansion of 10 basis points to 29.2%, reflecting the company's success in cost control and operational efficiency.
- Confidence in Stock Buyback: The company repurchased $40 million of its stock, demonstrating confidence in its valuation and future prospects, which may also enhance investor confidence in the company's long-term growth potential.
- Increasing Market Challenges: Despite the company expecting organic growth to temper to mid-single digits (4% to 6%) in 2026, significant pricing pressures in the wholesale brokerage market and heightened competition may impact future margins and growth outlook.
See More
Ryan Specialty Holdings Reports Q1 2026 Earnings Insights
- Revenue Growth: Ryan Specialty Holdings reported total revenue of $795 million for Q1 2026, reflecting a 15% year-over-year increase, driven by an 11.8% organic growth and over 2 percentage points from M&A, indicating resilience in a volatile insurance market.
- Share Repurchase Program: The company repurchased $40 million of its stock during the quarter, demonstrating management's confidence in future performance while providing direct returns to shareholders amidst market volatility and competitive pressures.
- Adjusted Earnings Outlook: Management has revised the full-year 2026 organic revenue growth guidance to mid-single digits, with Q2 organic growth expected to be near 0, reflecting changing market conditions and a cautious outlook on future profitability.
- AI Investment and Efficiency Gains: Significant investments in AI infrastructure have reduced submission processing times from approximately 24 hours to under 2 hours, showcasing the company's ongoing commitment to technological innovation despite facing a 25% to 35% decline in insurance rates.
See More
Ryan Specialty Increases Share Repurchase Authorization by $300M
- Authorization Increase: Ryan Specialty Holdings' board approved a $300 million increase to its existing share repurchase authorization, reflecting the company's confidence in its stock value and aiming to enhance shareholder returns.
- Repurchase Progress: As of May 22, 2026, the company repurchased $260 million of Class A common stock in Q2, exhausting its previous $300 million authorization, indicating an active use of the repurchase plan to support its stock price.
- Remaining Authorization: Following the increase, there remains $300 million of repurchase authorization available under the current program, providing ample funding for future stock buybacks and likely boosting market confidence in the company.
- Market Outlook: Despite property rate pressures, Ryan Specialty forecasts mid-single-digit organic growth for 2026, with an expected adjusted EBITDAC margin decline of 100-150 basis points, demonstrating the company's potential for growth even amid challenges.
See More
Pomerantz LLP Investigates Securities Fraud Claims Against Ryan Specialty Holdings
- Declining Financial Performance: Ryan Specialty Holdings reported a fourth-quarter organic revenue growth of 6.6%, down from 11.0% in the prior year, indicating pressure in market competition that could undermine investor confidence moving forward.
- EBITDAC Margin Decline: The company's adjusted EBITDAC margin fell to 29.6% from 32.6% year-over-year, reflecting rising costs and changes in market conditions that negatively impact profitability, potentially raising concerns among investors about future performance.
- Significant Stock Price Drop: On February 13, 2026, Ryan's stock price fell by $5.67, or 12.78%, closing at $38.71 per share, indicating a pessimistic outlook from the market regarding the company's financial prospects, which may trigger further legal actions from investors.
- Legal Investigation Initiated: Pomerantz LLP is investigating whether Ryan and its executives engaged in securities fraud or other unlawful business practices, highlighting potential legal risks that could further affect the company's market reputation and shareholder trust.
See More
Pomerantz Investigates Securities Fraud Claims Against Ryan Specialty Holdings
- Declining Financial Performance: Ryan Specialty Holdings reported a mere 6.6% organic revenue growth for Q4 2025, down from 11.0% in the previous year, indicating a slowdown that could undermine investor confidence.
- Margin Compression: The adjusted EBITDAC margin fell to 29.6% from 32.6% year-over-year, highlighting challenges in cost management and profitability that may adversely affect future financial results.
- Deteriorating Pricing Trends: During the earnings call, the company noted a significant increase in rate decreases of 25% to 35% for large accounts in Q4, suggesting a worsening trend that could negatively impact revenue and market share.
- Significant Stock Price Drop: Following the earnings report, Ryan's stock price plummeted by $5.67, or 12.78%, closing at $38.71 per share on February 13, 2026, reflecting market concerns about the company's outlook.
See More
Investigation into Ryan Specialty Holdings for Potential Investor Claims
- Financial Performance Disclosure: On February 12, 2026, Ryan Specialty Holdings reported a fourth-quarter organic revenue growth of 6.6%, down from 11.0% in the previous year, indicating a slowdown that could undermine investor confidence.
- Declining Profitability: The adjusted EBITDAC margin was reported at 29.6%, a decrease from 32.6% year-over-year, reflecting rising costs and intensified market competition, which may further impair future profitability.
- Market Pricing Trends: During the earnings call, Ryan Specialty noted an intensification of property pricing trends in Q4, with rate decreases of 25% to 35% in large accounts, exceeding market expectations and raising concerns about the company's future performance.
- Legal Investigation Initiated: In light of the financial disclosures and market reactions, Johnson Fistel, PLLP is investigating whether Ryan Specialty complied with federal securities laws, and investors who suffered losses may have the opportunity to seek compensation through legal channels.
See More
Ryan Specialty Reports 15% Revenue Growth in Q1
- Significant Revenue Growth: Ryan Specialty Holdings Inc reported a 15% increase in total revenue for Q1, reaching $795 million, primarily driven by 11.8% organic growth and contributions from M&A, indicating strong performance in the specialty insurance market.
- Adjusted EBITDA Improvement: Adjusted EBITDA rose by 15.7% to $232 million, with an adjusted EBITDA margin expansion of 10 basis points to 29.2%, reflecting the company's success in cost control and operational efficiency.
- Confidence in Stock Buyback: The company repurchased $40 million of its stock, demonstrating confidence in its valuation and future prospects, which may also enhance investor confidence in the company's long-term growth potential.
- Increasing Market Challenges: Despite the company expecting organic growth to temper to mid-single digits (4% to 6%) in 2026, significant pricing pressures in the wholesale brokerage market and heightened competition may impact future margins and growth outlook.
See More
Ryan Specialty Holdings Reports Q1 2026 Earnings Insights
- Revenue Growth: Ryan Specialty Holdings reported total revenue of $795 million for Q1 2026, reflecting a 15% year-over-year increase, driven by an 11.8% organic growth and over 2 percentage points from M&A, indicating resilience in a volatile insurance market.
- Share Repurchase Program: The company repurchased $40 million of its stock during the quarter, demonstrating management's confidence in future performance while providing direct returns to shareholders amidst market volatility and competitive pressures.
- Adjusted Earnings Outlook: Management has revised the full-year 2026 organic revenue growth guidance to mid-single digits, with Q2 organic growth expected to be near 0, reflecting changing market conditions and a cautious outlook on future profitability.
- AI Investment and Efficiency Gains: Significant investments in AI infrastructure have reduced submission processing times from approximately 24 hours to under 2 hours, showcasing the company's ongoing commitment to technological innovation despite facing a 25% to 35% decline in insurance rates.
See More
