Wells Fargo & Company Cuts Ryan Specialty (NYSE:RYAN) Price Target to $56.00

Ryan Specialty (NYSE:RYAN) had its price objective trimmed by Wells Fargo & Company from $63.00 to $56.00 in a report published on Friday morning, Marketbeat.com reports. The brokerage currently has an overweight rating on the stock.

A number of other research analysts have also recently weighed in on the company. Keefe, Bruyette & Woods dropped their price target on Ryan Specialty from $73.00 to $65.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Morgan Stanley set a $61.00 target price on shares of Ryan Specialty in a report on Tuesday, December 16th. BMO Capital Markets reduced their price target on shares of Ryan Specialty from $70.00 to $66.00 and set an “outperform” rating on the stock in a report on Monday, November 3rd. Mizuho set a $53.00 price target on shares of Ryan Specialty in a research report on Friday. Finally, The Goldman Sachs Group set a $61.00 price objective on shares of Ryan Specialty in a research note on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $61.25.

Ryan Specialty Price Performance

RYAN stock opened at $38.64 on Friday. The firm has a 50 day moving average of $50.16 and a 200-day moving average of $53.93. The company has a market cap 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 company has a current ratio of 0.98, a quick ratio of 1.00 and a debt-to-equity ratio of 2.62. Ryan Specialty has a 12-month low of $37.29 and a 12-month high of $77.16.

Ryan Specialty (NYSE:RYAN) last released 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 firm had revenue of $751.21 million during the quarter, compared to analysts’ expectations of $777.43 million. Ryan Specialty had a net margin of 7.02% and a return on equity of 46.41%. The business’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same period in the previous year, the business earned $0.45 earnings per share. As a group, equities analysts expect that Ryan Specialty will post 2.29 EPS for the current fiscal year.

Ryan Specialty Increases Dividend

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

Insiders Place Their Bets

In other Ryan Specialty news, CEO Timothy William Turner sold 129,570 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $53.61, for a total transaction of $6,946,247.70. Following the transaction, the chief executive officer owned 12,553 shares of the company’s stock, valued at $672,966.33. This represents a 91.17% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Company insiders own 52.21% of the company’s stock.

Hedge Funds Weigh In On Ryan Specialty

Several large investors have recently added to or reduced their stakes in the business. Royal Bank of Canada grew its holdings in Ryan Specialty by 10.6% in the 1st quarter. Royal Bank of Canada now owns 59,639 shares of the company’s stock valued at $4,406,000 after buying an additional 5,739 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Ryan Specialty by 25.1% during the 1st quarter. AQR Capital Management LLC now owns 4,972 shares of the company’s stock worth $367,000 after acquiring an additional 998 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Ryan Specialty by 46.3% in the first quarter. Goldman Sachs Group Inc. now owns 376,154 shares of the company’s stock worth $27,787,000 after acquiring an additional 119,055 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Ryan Specialty by 11.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 332,823 shares of the company’s stock valued at $24,586,000 after purchasing an additional 33,667 shares during the period. Finally, Vanguard Personalized Indexing Management LLC increased its position in Ryan Specialty by 6.1% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 9,478 shares of the company’s stock worth $644,000 after purchasing an additional 546 shares during the last quarter. 84.82% of the stock is currently owned by hedge funds and other institutional investors.

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.