Q2 EPS Estimates for Ryan Specialty Boosted by William Blair

Ryan Specialty Holdings, Inc. (NYSE:RYAN) – William Blair upped their Q2 2025 earnings estimates for Ryan Specialty in a note issued to investors on Thursday, October 31st. William Blair analyst A. Klauber now anticipates that the company will post earnings of $0.72 per share for the quarter, up from their prior forecast 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 Specialty (NYSE:RYAN) last posted its earnings results on Wednesday, October 30th. The company reported $0.41 EPS for the quarter, hitting the consensus estimate of $0.41. Ryan Specialty had a return on equity of 47.90% and a net margin of 10.31%. The business had revenue of $604.69 million during the quarter, compared to the consensus estimate of $602.04 million. During the same quarter last year, the company earned $0.32 EPS. Ryan Specialty’s revenue was up 20.5% on a year-over-year basis.

Other analysts have also issued research reports about the stock. Citigroup raised their price objective on shares of Ryan Specialty from $56.00 to $62.00 and gave the stock a “neutral” rating in a report on Tuesday, July 23rd. Wells Fargo & Company raised their price target on Ryan Specialty from $63.00 to $70.00 and gave the company an “equal weight” rating in a report on Thursday, October 10th. UBS Group boosted their price objective on Ryan Specialty from $67.00 to $76.00 and gave the stock a “buy” rating in a research note on Tuesday, August 13th. BMO Capital Markets raised Ryan Specialty from a “market perform” rating to an “outperform” rating and lifted their price target for the company from $65.00 to $75.00 in a report on Tuesday, September 24th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Ryan Specialty from $54.00 to $56.00 and gave the stock an “underweight” rating in a report on Friday, August 2nd. One analyst has rated the stock with a sell rating, five have given a hold rating and five have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $70.33.

Ryan Specialty Stock Up 1.3 %

Shares of NYSE:RYAN opened at $66.71 on Monday. The company’s fifty day moving average is $67.04 and its 200-day moving average is $60.49. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.09 and a current ratio of 1.01. Ryan Specialty has a 52 week low of $41.49 and a 52 week high of $73.10. The company has a market capitalization of $17.44 billion, a PE ratio of 86.64, a P/E/G ratio of 1.49 and a beta of 0.62.

Hedge Funds Weigh In On Ryan Specialty

Hedge funds and other institutional investors have recently made changes to their positions in the company. Hollencrest Capital Management acquired a new position in shares of Ryan Specialty in the 3rd quarter valued at approximately $25,000. Assetmark Inc. acquired a new position in shares of Ryan Specialty in the third quarter valued at approximately $34,000. GAMMA Investing LLC increased its position in shares of Ryan Specialty by 96.4% during the second quarter. GAMMA Investing LLC now owns 605 shares of the company’s stock worth $35,000 after acquiring an additional 297 shares in the last quarter. Crewe Advisors LLC acquired a new stake in shares of Ryan Specialty during the second quarter worth $39,000. Finally, Signaturefd LLC lifted its position in Ryan Specialty by 12.3% in the 3rd quarter. Signaturefd LLC now owns 1,347 shares of the company’s stock valued at $89,000 after acquiring an additional 148 shares in the last quarter. 84.82% of the stock is owned by institutional investors.

Insider Activity at Ryan Specialty

In other Ryan Specialty news, Director Nicholas Dominic Cortezi sold 1,500 shares of Ryan Specialty stock in a transaction on Thursday, August 15th. The shares were sold at an average price of $65.02, for a total transaction of $97,530.00. Following the completion of the sale, the director now owns 25,123 shares of the company’s stock, valued at approximately $1,633,497.46. The trade was a 0.00 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. In related news, EVP Jeremiah Rawlins Bickham sold 26,233 shares of the stock in a transaction that occurred on Wednesday, August 14th. The shares were sold at an average price of $65.18, for a total value of $1,709,866.94. Following the sale, the executive vice president now directly owns 24,845 shares in the company, valued at $1,619,397.10. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Nicholas Dominic Cortezi sold 1,500 shares of the business’s stock in a transaction that occurred on Thursday, August 15th. The shares were sold at an average price of $65.02, for a total transaction of $97,530.00. Following the transaction, the director now owns 25,123 shares of the company’s stock, valued at approximately $1,633,497.46. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 2,107,136 shares of company stock worth $131,860,032 over the last ninety days. Company insiders own 11.10% of the company’s stock.

Ryan Specialty Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 26th. Investors of record on Tuesday, November 12th will be paid a dividend of $0.11 per share. This represents a $0.44 dividend on an annualized basis and a dividend yield of 0.66%. The ex-dividend date of this dividend is Tuesday, November 12th. Ryan Specialty’s dividend payout ratio (DPR) is 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.