Q2 EPS Estimates for Ryan Specialty Boosted by William Blair

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – Investment analysts at William Blair boosted their Q2 2025 EPS estimates for shares of Ryan Specialty in a research note issued to investors on Thursday, October 31st. William Blair analyst A. Klauber now expects that the company will earn $0.72 per share for the quarter, up from their previous estimate of $0.71. The consensus estimate for Ryan Specialty’s current full-year earnings is $1.81 per share. William Blair also issued estimates for Ryan Specialty’s Q3 2025 earnings at $0.53 EPS, Q4 2025 earnings at $0.55 EPS and FY2025 earnings at $2.23 EPS.

RYAN has been the subject of a number of other reports. The Goldman Sachs Group increased their target price on Ryan Specialty from $64.00 to $72.00 and gave the company a “neutral” rating in a research report on Wednesday, October 9th. Bank of America increased their target price on Ryan Specialty from $75.00 to $84.00 and gave the company a “buy” rating in a research report on Thursday, October 10th. BMO Capital Markets upgraded Ryan Specialty from a “market perform” rating to an “outperform” rating and increased their target price for the company from $65.00 to $75.00 in a research report on Tuesday, September 24th. Wells Fargo & Company increased their target price on Ryan Specialty from $63.00 to $70.00 and gave the company an “equal weight” rating in a research report on Thursday, October 10th. Finally, Citigroup increased their target price on Ryan Specialty from $56.00 to $62.00 and gave the company a “neutral” rating in a research report on Tuesday, July 23rd. One investment analyst has rated the stock with a sell rating, five have issued a hold rating and five have given a buy rating to the stock. Based on data from MarketBeat.com, Ryan Specialty currently has an average rating of “Hold” and an average price target of $70.33.

Ryan Specialty Trading Up 2.4 %

Shares of RYAN opened at $69.21 on Monday. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.01 and a quick ratio of 1.01. The firm has a market cap of $18.09 billion, a P/E ratio of 89.88, a price-to-earnings-growth ratio of 1.50 and a beta of 0.62. Ryan Specialty has a 1 year low of $41.49 and a 1 year high of $73.10. The company has a 50 day simple moving average of $67.11 and a two-hundred day simple moving average of $60.68.

Ryan Specialty (NYSE:RYAN) last announced its quarterly earnings data on Wednesday, October 30th. The company reported $0.41 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.41. Ryan Specialty had a net margin of 10.31% and a return on equity of 47.90%. The business had revenue of $604.69 million during the quarter, compared to analyst estimates of $602.04 million. During the same period last year, the firm posted $0.32 EPS. The company’s revenue was up 20.5% on a year-over-year basis.

Institutional Trading of Ryan Specialty

Institutional investors and hedge funds have recently made changes to their positions in the business. Geneva Capital Management LLC increased its stake in shares of Ryan Specialty by 3.5% during the third quarter. Geneva Capital Management LLC now owns 516,416 shares of the company’s stock valued at $34,285,000 after buying an additional 17,442 shares during the period. Cumberland Partners Ltd increased its stake in shares of Ryan Specialty by 120.0% during the third quarter. Cumberland Partners Ltd now owns 22,000 shares of the company’s stock valued at $1,461,000 after buying an additional 12,000 shares during the period. Aigen Investment Management LP purchased a new position in shares of Ryan Specialty during the third quarter valued at $333,000. Entropy Technologies LP purchased a new position in shares of Ryan Specialty during the third quarter valued at $369,000. Finally, Los Angeles Capital Management LLC purchased a new position in shares of Ryan Specialty during the third quarter valued at $10,749,000. 84.82% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, EVP Jeremiah Rawlins Bickham sold 26,233 shares of Ryan Specialty stock in a transaction on Wednesday, August 14th. The stock was sold at an average price of $65.18, for a total transaction of $1,709,866.94. Following the completion of the sale, the executive vice president now directly owns 24,845 shares in the company, valued at approximately $1,619,397.10. This trade represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In other news, EVP Jeremiah Rawlins Bickham sold 26,233 shares of Ryan Specialty stock in a transaction on Wednesday, August 14th. The stock was sold at an average price of $65.18, for a total transaction of $1,709,866.94. Following the completion of the sale, the executive vice president now directly owns 24,845 shares in the company, valued at approximately $1,619,397.10. This trade represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Nicholas Dominic Cortezi sold 5,375 shares of Ryan Specialty stock in a transaction on Wednesday, August 28th. The stock was sold at an average price of $64.73, for a total value of $347,923.75. Following the sale, the director now owns 2,685 shares of the company’s stock, valued at approximately $173,800.05. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 2,107,136 shares of company stock worth $131,860,032 over the last three months. 11.10% of the stock is owned by insiders.

Ryan Specialty Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 26th. Investors of record on Tuesday, November 12th will be given a $0.11 dividend. The ex-dividend date is Tuesday, November 12th. This represents a $0.44 dividend on an annualized basis and a yield of 0.64%. Ryan Specialty’s dividend payout ratio is presently 57.14%.

Ryan Specialty Company Profile

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.