Keefe, Bruyette & Woods Cuts Ryan Specialty (NYSE:RYAN) Price Target to $55.00

Ryan Specialty (NYSE:RYAN) had its price target cut by Keefe, Bruyette & Woods from $65.00 to $55.00 in a research report sent to investors on Friday,Benzinga reports. They currently have an outperform rating on the stock.

Other research analysts have also issued research reports about the company. Wells Fargo & Company cut their price target on Ryan Specialty from $63.00 to $56.00 and set an “overweight” rating on the stock in a report on Friday. Mizuho set a $53.00 target price on Ryan Specialty in a report on Friday. JPMorgan Chase & Co. decreased their price target on shares of Ryan Specialty from $63.00 to $56.00 and set an “underweight” rating for the company in a research note on Wednesday, January 7th. Morgan Stanley set a $61.00 price objective on shares of Ryan Specialty in a report on Tuesday, December 16th. Finally, Piper Sandler dropped their price objective on shares of Ryan Specialty from $58.00 to $43.00 and set a “neutral” rating on the stock in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $61.25.

Ryan Specialty Trading Down 12.9%

NYSE:RYAN opened at $38.64 on Friday. Ryan Specialty has a 12 month low of $37.29 and a 12 month high of $77.16. The company has a current ratio of 0.98, a quick ratio of 1.00 and a debt-to-equity ratio of 2.62. The stock has a market capitalization of $10.19 billion, a price-to-earnings ratio of 91.99, a PEG ratio of 0.99 and a beta of 0.62. The firm has a fifty day simple moving average of $50.16 and a two-hundred day simple moving average of $53.93.

Ryan Specialty (NYSE:RYAN) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.45 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.05). The company had revenue of $751.21 million for the quarter, compared to analyst estimates of $777.43 million. Ryan Specialty had a net margin of 7.02% and a return on equity of 46.41%. Ryan Specialty’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.45 EPS. Analysts expect that Ryan Specialty will post 2.29 EPS for the current fiscal year.

Ryan Specialty Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be issued a dividend of $0.13 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $0.52 dividend on an annualized basis and a yield of 1.3%. This is a positive change from Ryan Specialty’s previous quarterly dividend of $0.12. Ryan Specialty’s payout ratio is presently 114.29%.

Insider Activity

In related news, CEO Timothy William Turner sold 129,570 shares of the firm’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $53.61, for a total transaction of $6,946,247.70. Following the transaction, the chief executive officer directly owned 12,553 shares of the company’s stock, valued at $672,966.33. This trade represents a 91.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 52.21% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Ryan Specialty

Several institutional investors and hedge funds have recently added to or reduced their stakes in RYAN. Ameritas Investment Partners Inc. boosted its stake in shares of Ryan Specialty by 0.9% in the 3rd quarter. Ameritas Investment Partners Inc. now owns 21,119 shares of the company’s stock worth $1,190,000 after buying an additional 185 shares during the last quarter. MAI Capital Management increased its position in shares of Ryan Specialty by 65.3% during the second quarter. MAI Capital Management now owns 476 shares of the company’s stock valued at $32,000 after acquiring an additional 188 shares during the last quarter. Baker Tilly Wealth Management LLC lifted its holdings in Ryan Specialty by 5.6% during the third quarter. Baker Tilly Wealth Management LLC now owns 3,595 shares of the company’s stock worth $203,000 after acquiring an additional 192 shares during the period. Public Employees Retirement System of Ohio boosted its position in Ryan Specialty by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 32,797 shares of the company’s stock worth $1,848,000 after purchasing an additional 203 shares during the last quarter. Finally, Covestor Ltd grew its stake in Ryan Specialty by 16.8% in the 4th quarter. Covestor Ltd now owns 1,467 shares of the company’s stock valued at $76,000 after purchasing an additional 211 shares during the period. Hedge funds and other institutional investors own 84.82% of the company’s stock.

Key Headlines Impacting Ryan Specialty

Here are the key news stories impacting Ryan Specialty this week:

• Positive Sentiment: Quarterly dividend raised to $0.13 (8.3% increase); the payout yields ~1.2% and signals management support for the stock. (No article link)
• Positive Sentiment: Management expects about $80M of annual savings from the Empower restructuring, which should help offset cost pressures over time. Read More.
• Neutral Sentiment: Some sell-side firms cut price targets (Keefe, Bruyette & Woods: $65 → $55; Wells Fargo: $63 → $56) but kept positive ratings (Outperform / Overweight), leaving meaningful upside from current levels despite reduced targets. Read More. • Read More.
• Neutral Sentiment: Revenue grew 13.2% YoY to $751.2M, but organic growth slowed to 6.6% — mixed top-line trend that shows scale but weaker underlying growth. Read More.
• Neutral Sentiment: Full Q4 earnings call transcript and several analyst write-ups are available for detail on guidance, segment performance and reserve/investment commentary. Useful for investors deciding whether the sell-off creates a buying opportunity. Read More.
• Negative Sentiment: Q4 missed Street expectations: EPS $0.45 vs. $0.50 consensus and revenue $751.2M vs. ~$777M expected; net income declined and management highlighted slower organic growth — the primary driver of the stock decline. Read More.
• Negative Sentiment: Margins came under pressure as the company “absorbs” investment costs and faces property-related pressures; analysts and trade press flagged margin compression as a material near-term risk. Read More.
• Negative Sentiment: Sell-side and media coverage highlight a “slow sales growth” outlook and the stock’s sharp intraday move, with elevated trading volume as investors reposition. That combination is intensifying the downward pressure. Read More. • Read More.

About Ryan Specialty

Ryan Specialty Group, Inc (NYSE: RYAN) is a global specialty insurance and reinsurance platform that partners with a network of insurers and reinsurers to deliver tailored risk solutions. The company focuses on complex and large-scale risks across multiple industry sectors, leveraging its underwriting expertise to structure coverage programs that meet clients’ unique needs.

Ryan Specialty’s core offerings span a diverse range of specialty lines, including casualty, property, professional liability, marine and energy, program administration, and sports and entertainment.