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RYAN Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
32.090
Open
31.570
VWAP
31.47
Vol
2.64M
Mkt Cap
8.26B
Low
31.015
Amount
83.22M
EV/EBITDA(TTM)
13.76
Total Shares
263.66M
EV
12.25B
EV/OCF(TTM)
19.79
P/S(TTM)
2.04
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.
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Events Timeline

(ET)
2026-05-01
16:10:00
Apple Raises Quarterly Dividend and Announces $100B Stock Buyback
select
2026-05-01
12:00:00
Apple Reports Strong Earnings, Raises Dividend and Announces $100B Buyback
select

News

PRnewswire
9.5
05-07PRnewswire
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.
Globenewswire
7.0
05-04Globenewswire
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.
Yahoo Finance
9.5
05-01Yahoo Finance
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.
seekingalpha
9.5
05-01seekingalpha
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.
seekingalpha
9.5
04-30seekingalpha
Ryan Specialty Group Q1 Earnings Beat Expectations
  • Earnings Surprise: Ryan Specialty Group reported a Q1 non-GAAP EPS of $0.47, beating expectations by $0.04, which reflects the company's robust performance and boosts investor confidence.
  • Significant Revenue Growth: The company achieved Q1 revenue of $795.2 million, representing a 15.2% year-over-year increase, exceeding market expectations by $16.72 million, indicating strong business expansion and market demand.
  • 2026 Guidance Update: The company has revised its 2026 guidance, projecting an organic revenue growth rate in the mid-single digits, while the adjusted EBITDAC margin is expected to decline by 100-150 basis points, reflecting increased competitive pressures.
  • Strategic Outlook: Despite the challenges of declining margins, Ryan Specialty Group remains committed to sustainable growth, indicating its strategic positioning and long-term development potential in the market.
seekingalpha
6.5
04-22seekingalpha
Vulcan Small Cap Portfolio Q1 2026 Update
  • New Investments: In Q1 2026, Vulcan Value Partners Small Cap Portfolio initiated positions in Ryan Specialty, TransUnion, StandardAero, and CTS Eventim, indicating confidence in the growth potential of these companies.
  • Capital Reallocation: The fund exited five positions, including Virtus Investment Partners, Crown Holdings, and The Middleby Corporation, during the same quarter to reallocate capital into more discounted businesses, thereby optimizing overall portfolio returns.
  • Assets Under Management: As of the end of March, Virtus Investment Partners reported an assets under management of $149 billion, reflecting its robust performance in the market and investor confidence.
  • Market Strategy Adjustment: This series of investment and exit decisions by Vulcan Value Partners demonstrates its flexibility in adjusting strategies in a dynamic market environment to seize more attractive investment opportunities and enhance portfolio competitiveness.
Wall Street analysts forecast RYAN stock price to rise
16 Analyst Rating
Wall Street analysts forecast RYAN stock price to rise
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
56.00
Averages
64.57
High
82.00
Current: 0.000
sliders
Low
56.00
Averages
64.57
High
82.00
Morgan Stanley
Bob Huang
Overweight
downgrade
$50 -> $45
AI Analysis
2026-05-07
New
Reason
Morgan Stanley
Bob Huang
Price Target
$50 -> $45
AI Analysis
2026-05-07
New
downgrade
Overweight
Reason
Morgan Stanley analyst Bob Huang lowered the firm's price target on Ryan Specialty to $45 from $50 and keeps an Overweight rating on the shares.
UBS
Brian Meredith
Buy
to
Buy
downgrade
$59 -> $51
2026-05-04
Reason
UBS
Brian Meredith
Price Target
$59 -> $51
2026-05-04
downgrade
Buy
to
Buy
Reason
UBS analyst Brian Meredith lowered the firm's price target on Ryan Specialty to $51 from $59 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for RYAN
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Valuation Metrics

The current forward P/E ratio for Ryan Specialty Holdings Inc (RYAN.N) is 14.53, compared to its 5-year average forward P/E of 29.70. For a more detailed relative valuation and DCF analysis to assess Ryan Specialty Holdings Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
29.70
Current PE
14.53
Overvalued PE
33.62
Undervalued PE
25.79

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
11.01
Current EV/EBITDA
13.10
Overvalued EV/EBITDA
12.43
Undervalued EV/EBITDA
9.59

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.47
Current PS
2.37
Overvalued PS
2.78
Undervalued PS
2.16

Financials

AI Analysis
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Whales Holding RYAN

K
Kovitz Investment Group Partners, LLC
Holding
RYAN
+9.07%
3M Return
K
Kensico Capital Management Corp.
Holding
RYAN
+6.58%
3M Return
Z
Zimmer Partners, LP
Holding
RYAN
+6.45%
3M Return
E
Eagle Asset Management, Inc.
Holding
RYAN
+3.72%
3M Return
S
Stephens Investment Management Group, LLC
Holding
RYAN
+2.28%
3M Return
V
Vulcan Value Partners, LLC
Holding
RYAN
+0.47%
3M Return

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Frequently Asked Questions

What is Ryan Specialty Holdings Inc (RYAN) stock price today?

The current price of RYAN is 31.31 USD — it has decreased -1.26

What is Ryan Specialty Holdings Inc (RYAN)'s business?

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.

What is the price predicton of RYAN Stock?

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 is64.57 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.

What is Ryan Specialty Holdings Inc (RYAN)'s revenue for the last quarter?

Ryan Specialty Holdings Inc revenue for the last quarter amounts to 795.23M USD, increased 15.22

What is Ryan Specialty Holdings Inc (RYAN)'s earnings per share (EPS) for the last quarter?

Ryan Specialty Holdings Inc. EPS for the last quarter amounts to 0.13 USD, decreased -159.09

How many employees does Ryan Specialty Holdings Inc (RYAN). have?

Ryan Specialty Holdings Inc (RYAN) has 6110 emplpoyees as of May 11 2026.

What is Ryan Specialty Holdings Inc (RYAN) market cap?

Today RYAN has the market capitalization of 8.26B USD.