Ryanair (NASDAQ:RYAAY) Shares Gap Down on Disappointing Earnings

Ryanair Holdings PLC (NASDAQ:RYAAY) gapped down prior to trading on Monday following a weaker than expected earnings announcement. The stock had previously closed at $70.97, but opened at $68.73. Ryanair shares last traded at $69.6940, with a volume of 737,223 shares traded.

The transportation company reported $3.76 earnings per share for the quarter, beating analysts’ consensus estimates of $3.62 by $0.14. The firm had revenue of $6.41 billion during the quarter, compared to analyst estimates of $5.44 billion. Ryanair had a net margin of 16.29% and a return on equity of 31.32%.

Ryanair Announces Dividend

The firm also recently announced a special dividend, which will be paid on Wednesday, March 4th. Stockholders of record on Friday, January 16th will be given a dividend of $0.4545 per share. The ex-dividend date is Friday, January 16th. Ryanair’s dividend payout ratio is currently 13.65%.

Key Headlines Impacting Ryanair

Here are the key news stories impacting Ryanair this week:

• Positive Sentiment: Strong revenue and demand — Ryanair reported Q3 revenue well above consensus, citing booming demand that supports higher capacity and yields; management also raised fiscal‑2026 guidance thanks to stronger demand and earlier-than-expected Boeing deliveries, which supports forward earnings visibility. Ryanair Upgrades Fiscal 2026 Outlook on Strong Demand
• Positive Sentiment: Revenue strength but mixed read — several outlets highlight robust top-line performance and strong bookings, which underpin the view that demand remains resilient even as unit profits face pressure. Ryanair (RYAAY) Stock: Mixed Q3 Results Show Revenue Strength Despite Earnings Miss
• Positive Sentiment: Value appeal — Zacks flags RYAAY as a top-ranked value stock based on style scores, which may attract value investors given the stock’s current valuation metrics (PE and PEG highlighted). Ryanair (RYAAY) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Earnings call detail available — the full Q3 earnings call transcript provides management commentary and Q&A that investors can use to assess unit costs, ancillary revenue trends and capacity guidance. Useful for modeling but not an immediate headline. Ryanair Holdings plc (RYAAY) Q3 2026 Earnings Call Transcript
• Neutral Sentiment: News snapshots and summaries — AP and market reporters summarized the quarter and reactions; useful for quick fact checks but largely echo the revenue/guidance vs EPS dynamic. Ryanair: Fiscal Q3 Earnings Snapshot
• Negative Sentiment: EPS miss — Ryanair reported EPS below consensus (reported $0.07 vs. $0.15 expected), which pressures near-term sentiment because it suggests margin or cost headwinds despite strong revenue. MarketBeat Earnings Summary
• Negative Sentiment: Regulatory/legal headline — coverage highlighting an Italian fine raised headline risk and added uncertainty that can weigh on sentiment if fines or rulings expand. Ryanair’s Italian Fine Vs. Musk Shine: Markets Are Torn On What Matters
• Negative Sentiment: Analyst downgrade — Wall Street Zen cut the stock to a “Hold,” which can add selling pressure from investors who follow analyst signals. Ryanair Lowered to “Hold” Rating by Wall Street Zen

Wall Street Analyst Weigh In

Several research firms have recently issued reports on RYAAY. Wall Street Zen lowered shares of Ryanair from a “buy” rating to a “hold” rating in a report on Sunday. Citigroup reissued a “buy” rating on shares of Ryanair in a research note on Thursday, October 23rd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Ryanair in a report on Monday, December 29th. Morgan Stanley reiterated an “overweight” rating on shares of Ryanair in a research report on Monday, December 15th. Finally, Sanford C. Bernstein downgraded shares of Ryanair from an “outperform” rating to a “market perform” rating in a research note on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $76.00.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. USA Financial Formulas purchased a new stake in shares of Ryanair during the 3rd quarter worth $26,000. CIBC Private Wealth Group LLC raised its holdings in Ryanair by 280.6% in the third quarter. CIBC Private Wealth Group LLC now owns 472 shares of the transportation company’s stock worth $28,000 after purchasing an additional 348 shares in the last quarter. Pin Oak Investment Advisors Inc. lifted its position in shares of Ryanair by 76.0% during the third quarter. Pin Oak Investment Advisors Inc. now owns 484 shares of the transportation company’s stock valued at $29,000 after buying an additional 209 shares during the last quarter. UMB Bank n.a. lifted its position in shares of Ryanair by 1,057.4% during the third quarter. UMB Bank n.a. now owns 544 shares of the transportation company’s stock valued at $33,000 after buying an additional 497 shares during the last quarter. Finally, Parkside Financial Bank & Trust boosted its holdings in shares of Ryanair by 250.9% in the 2nd quarter. Parkside Financial Bank & Trust now owns 593 shares of the transportation company’s stock valued at $34,000 after buying an additional 424 shares in the last quarter. 43.66% of the stock is currently owned by hedge funds and other institutional investors.

Ryanair Stock Performance

The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 0.02. The stock has a market cap of $36.22 billion, a PE ratio of 13.27, a P/E/G ratio of 0.70 and a beta of 1.25. The business’s 50-day moving average price is $69.18 and its 200-day moving average price is $64.25.

About Ryanair

Ryanair Holdings plc is an Irish low-cost airline group headquartered in Dublin, Ireland. Founded in 1984, the company grew into one of Europe’s largest budget carriers by offering point-to-point scheduled passenger services with an emphasis on low fares, high aircraft utilization and rapid turnaround times. Ryanair serves a broad network across Europe and nearby regions, focusing on both intra-European leisure travel and short-haul business routes.

The group primarily operates a single-type fleet based on the Boeing 737 family, supplemented by a mix of in-house and subsidiary airlines that help serve different markets and regulatory environments.