Barclays Lowers Ryan Specialty (NYSE:RYAN) Price Target to $41.00

Ryan Specialty (NYSE:RYAN) had its target price dropped by equities researchers at Barclays from $45.00 to $41.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s price target would suggest a potential upside of 17.56% from the company’s current price.

Other analysts also recently issued research reports about the company. Citigroup lowered their price objective on Ryan Specialty from $60.00 to $55.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. Weiss Ratings downgraded Ryan Specialty from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, February 5th. Piper Sandler lowered their price objective on Ryan Specialty from $58.00 to $43.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Wells Fargo & Company lowered their price objective on Ryan Specialty from $63.00 to $56.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Finally, Cantor Fitzgerald lowered their price objective on Ryan Specialty from $52.00 to $45.00 and set a “neutral” rating for the company in a research report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $50.44.

Ryan Specialty Stock Performance

Shares of RYAN stock opened at $34.88 on Wednesday. The company has a debt-to-equity ratio of 2.62, a quick ratio of 0.98 and a current ratio of 0.98. Ryan Specialty has a fifty-two week low of $31.50 and a fifty-two week high of $75.26. The stock has a 50 day moving average price of $38.48 and a two-hundred day moving average price of $48.54. The company has a market capitalization of $9.21 billion, a P/E ratio of 83.04, a PEG ratio of 0.92 and a beta of 0.71.

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). Ryan Specialty had a net margin of 7.02% and a return on equity of 46.41%. The company had revenue of $751.21 million during the quarter, compared to the consensus estimate of $777.43 million. During the same quarter in the previous year, the firm posted $0.45 EPS. The business’s revenue for the quarter was up 13.2% compared to the same quarter last year. Analysts expect that Ryan Specialty will post 2.29 earnings per share for the current year.

Insider Activity

In other Ryan Specialty news, Director Patrick G. Ryan, Jr. bought 25,500 shares of Ryan Specialty stock in a transaction dated Monday, February 23rd. The shares were purchased at an average cost of $39.96 per share, with a total value of $1,018,980.00. Following the completion of the purchase, the director owned 428,295 shares of the company’s stock, valued at approximately $17,114,668.20. This represents a 6.33% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 52.03% of the company’s stock.

Hedge Funds Weigh In On Ryan Specialty

Several hedge funds have recently made changes to their positions in RYAN. Vulcan Value Partners LLC increased its stake in shares of Ryan Specialty by 631.7% during the fourth quarter. Vulcan Value Partners LLC now owns 4,621,079 shares of the company’s stock valued at $238,536,000 after buying an additional 3,989,502 shares during the period. T. Rowe Price Investment Management Inc. increased its stake in shares of Ryan Specialty by 79.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 7,552,002 shares of the company’s stock valued at $389,910,000 after buying an additional 3,353,926 shares during the period. Independent Franchise Partners LLP purchased a new position in shares of Ryan Specialty during the third quarter valued at approximately $95,798,000. Adage Capital Partners GP L.L.C. increased its stake in shares of Ryan Specialty by 1,510.0% during the fourth quarter. Adage Capital Partners GP L.L.C. now owns 1,610,000 shares of the company’s stock valued at $83,124,000 after buying an additional 1,510,000 shares during the period. Finally, Champlain Investment Partners LLC increased its stake in shares of Ryan Specialty by 76.9% during the third quarter. Champlain Investment Partners LLC now owns 3,066,011 shares of the company’s stock valued at $172,800,000 after buying an additional 1,332,773 shares during the period. 84.82% of the stock is owned by hedge funds and other institutional investors.

Ryan Specialty News Summary

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

• Positive Sentiment: UBS cut its target from $65 to $59 but kept a “buy” rating, leaving a large implied upside and signaling continued conviction in the company’s medium‑term outlook. UBS lowers PT TickerReport
• Positive Sentiment: Goldman Sachs lowered its PT from $57 to $49 but maintained a “buy” rating, preserving a sizable upside and supporting buyer interest at current levels. Goldman lowers PT
• Positive Sentiment: Morgan Stanley reduced its target to $50 (reported via American Banking News) but retained a view that implies meaningful upside versus the current price. Morgan Stanley lowers PT
• Positive Sentiment: Wells Fargo cut its PT to $42 but stayed “overweight,” signaling that analysts still see outperformance potential despite the downward revision. Wells Fargo lowers PT TickerReport
• Positive Sentiment: Barclays trimmed its target to $41 but kept an “overweight” stance, leaving modest upside that supports the stock relative to peers. Barclays lowers PT
• Neutral Sentiment: Cantor Fitzgerald lowered its target to $40 and moved to a “neutral” rating, reflecting a more cautious stance that is unlikely to drive strong buying or selling by itself. Cantor Fitzgerald note
• Neutral Sentiment: Keefe, Bruyette & Woods reduced its price target (reported to $49) — another downward revision that adds to the consensus reset but did not alone change the narrative. Keefe Bruyette lowers PT
• Neutral Sentiment: Coverage roundup/analyst commentary pieces (e.g., Globe and Mail summary) circulated, consolidating the mixed analyst views without introducing new catalyst. Globe and Mail roundup
• Negative Sentiment: JPMorgan cut its target to $43 and moved to “underweight,” representing a clear negative signal from a major house and contributing to downside pressure on the shares. JPMorgan lowers PT

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.