Cantor Fitzgerald Weighs in on Ryan Specialty FY2025 Earnings

Ryan Specialty Holdings Inc. (NYSE:RYAN) – Cantor Fitzgerald issued their FY2025 earnings estimates for shares of Ryan Specialty in a research note issued on Wednesday, August 13th. Cantor Fitzgerald analyst R. Tunis expects that the company will post earnings of $2.07 per share for the year. Cantor Fitzgerald currently has a “Hold” rating on the stock. The consensus estimate for Ryan Specialty’s current full-year earnings is $2.29 per share. Cantor Fitzgerald also issued estimates for Ryan Specialty’s FY2026 earnings at $2.39 EPS.

Ryan Specialty (NYSE:RYAN) last issued its quarterly earnings results on Thursday, July 31st. The company reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. The company had revenue of $855.17 million during the quarter, compared to analyst estimates of $837.52 million. Ryan Specialty had a net margin of 6.81% and a return on equity of 48.70%. The firm’s revenue was up 23.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.58 EPS.

Several other research analysts have also recently weighed in on RYAN. Citigroup initiated coverage on shares of Ryan Specialty in a research report on Wednesday. They set a “buy” rating and a $74.00 price target on the stock. Morgan Stanley lowered their price target on shares of Ryan Specialty from $78.00 to $71.00 and set an “overweight” rating on the stock in a research report on Friday, August 8th. Barclays lowered their price target on shares of Ryan Specialty from $83.00 to $79.00 and set an “overweight” rating on the stock in a research report on Monday, July 7th. UBS Group lowered their price target on shares of Ryan Specialty from $84.00 to $80.00 and set a “buy” rating on the stock in a research report on Monday, August 4th. Finally, Wall Street Zen raised shares of Ryan Specialty from a “sell” rating to a “hold” rating in a research report on Sunday, August 3rd. Four equities research analysts have rated the stock with a hold rating and nine have given a buy rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $75.08.

Ryan Specialty Price Performance

Shares of NYSE RYAN opened at $59.14 on Friday. The firm has a market cap of $15.60 billion, a PE ratio of 168.98, a PEG ratio of 1.64 and a beta of 0.64. The firm has a fifty day moving average of $64.25 and a 200 day moving average of $67.74. The company has a debt-to-equity ratio of 2.88, a quick ratio of 1.01 and a current ratio of 1.01. Ryan Specialty has a one year low of $55.77 and a one year high of $77.16.

Institutional Investors Weigh In On Ryan Specialty

Several hedge funds have recently modified their holdings of RYAN. Whittier Trust Co. of Nevada Inc. lifted its holdings in shares of Ryan Specialty by 281.6% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 332 shares of the company’s stock worth $25,000 after purchasing an additional 245 shares during the period. SVB Wealth LLC acquired a new stake in shares of Ryan Specialty during the first quarter worth $26,000. Golden State Wealth Management LLC lifted its holdings in shares of Ryan Specialty by 10,975.0% during the second quarter. Golden State Wealth Management LLC now owns 443 shares of the company’s stock worth $30,000 after purchasing an additional 439 shares during the period. Central Pacific Bank Trust Division acquired a new stake in Ryan Specialty in the second quarter valued at $31,000. Finally, WPG Advisers LLC acquired a new stake in Ryan Specialty in the first quarter valued at $32,000. 84.82% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Ryan Specialty

In other news, EVP Mark Stephen Katz sold 14,377 shares of the stock in a transaction that occurred on Friday, June 13th. The stock was sold at an average price of $65.84, for a total value of $946,581.68. Following the completion of the sale, the executive vice president directly owned 1,117 shares of the company’s stock, valued at approximately $73,543.28. This represents a 92.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David P. Bolger sold 5,000 shares of the stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $70.80, for a total value of $354,000.00. Following the completion of the sale, the director directly owned 71,467 shares of the company’s stock, valued at $5,059,863.60. The trade was a 6.54% decrease in their ownership of the stock. The disclosure for this sale can be found here. 52.21% of the stock is currently owned by corporate insiders.

Ryan Specialty Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 26th. Stockholders of record on Tuesday, August 12th will be issued a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, August 12th. Ryan Specialty’s dividend payout ratio is presently 137.14%.

About Ryan Specialty

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.