Ryan Specialty Holdings Inc. $RYAN Position Increased by Fenimore Asset Management Inc

Fenimore Asset Management Inc increased its stake in Ryan Specialty Holdings Inc. (NYSE:RYAN) by 157.7% during the 4th quarter, HoldingsChannel reports. The firm owned 27,613 shares of the company’s stock after acquiring an additional 16,896 shares during the period. Fenimore Asset Management Inc’s holdings in Ryan Specialty were worth $1,426,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Westview Management dba Westview Investment Advisors acquired a new stake in Ryan Specialty during the fourth quarter worth approximately $2,082,000. Beck Mack & Oliver LLC acquired a new stake in Ryan Specialty during the third quarter worth approximately $2,818,000. JPMorgan Chase & Co. grew its position in Ryan Specialty by 149.7% during the third quarter. JPMorgan Chase & Co. now owns 421,330 shares of the company’s stock worth $23,746,000 after buying an additional 252,582 shares in the last quarter. Geneva Capital Management LLC grew its position in Ryan Specialty by 11.2% during the third quarter. Geneva Capital Management LLC now owns 535,742 shares of the company’s stock worth $30,194,000 after buying an additional 53,810 shares in the last quarter. Finally, SG Americas Securities LLC acquired a new stake in shares of Ryan Specialty in the 4th quarter valued at $20,776,000. Institutional investors own 84.82% of the company’s stock.

Insider Activity at Ryan Specialty

In other news, Director Patrick G. Ryan, Jr. purchased 25,500 shares of the company’s stock in a transaction dated Monday, February 23rd. The stock was bought at an average cost of $39.96 per share, for a total transaction of $1,018,980.00. Following the purchase, the director owned 428,295 shares of the company’s stock, valued at approximately $17,114,668.20. The trade was a 6.33% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 52.03% of the company’s stock.

Wall Street Analysts Forecast Growth

RYAN has been the topic of a number of research analyst reports. Wells Fargo & Company reaffirmed an “equal weight” rating and issued a $31.00 target price (down from $42.00) on shares of Ryan Specialty in a report on Friday. UBS Group set a $35.00 target price on Ryan Specialty in a report on Friday. Citigroup reduced their target price on Ryan Specialty from $60.00 to $55.00 and set a “buy” rating on the stock in a report on Monday, March 23rd. Bank of America reduced their target price on Ryan Specialty from $70.00 to $68.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Finally, Mizuho set a $35.00 target price on Ryan Specialty in a report on Friday. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $47.47.

Ryan Specialty Stock Down 11.2%

Shares of RYAN opened at $30.89 on Friday. Ryan Specialty Holdings Inc. has a 52 week low of $29.91 and a 52 week high of $72.50. The stock has a market capitalization of $8.16 billion, a price-to-earnings ratio of 40.11, a PEG ratio of 0.83 and a beta of 0.68. The company has a debt-to-equity ratio of 2.62, a quick ratio of 0.98 and a current ratio of 0.98. The stock has a fifty day moving average of $36.08 and a 200-day moving average of $46.40.

Ryan Specialty (NYSE:RYAN) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.47 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.04. Ryan Specialty had a return on equity of 41.30% and a net margin of 8.21%.The company had revenue of $795.23 million during the quarter, compared to analysts’ expectations of $781.44 million. During the same period in the prior year, the company earned $0.39 EPS. Ryan Specialty’s revenue was up 15.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that Ryan Specialty Holdings Inc. will post 2.18 earnings per share for the current fiscal year.

Ryan Specialty Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Tuesday, May 12th will be paid a $0.13 dividend. This represents a $0.52 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Tuesday, May 12th. Ryan Specialty’s dividend payout ratio is presently 67.53%.

Ryan Specialty News Roundup

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

• Positive Sentiment: Q1 results beat expectations — EPS $0.47 vs. $0.43 est.; revenue $795.2M, +15.2% YoY and above consensus. Management reported 11.8% organic revenue growth and strong profitability metrics (ROE ~46%). This provides fundamental backing for the business after the quarter. Business Wire: Q1 Results
• Positive Sentiment: Keefe, Bruyette & Woods kept an “outperform” rating while lowering its price target to $42 (still implies sizable upside vs. current levels), offering some analyst support for the stock. Benzinga: KBW PT
• Positive Sentiment: Board announced a quarterly dividend of $0.13/share (ex-div May 12; pay May 26), an annualized yield ~1.7% — modest income support for shareholders.
• Neutral Sentiment: Earnings call transcript and additional coverage are available for detailed readouts of management commentary on growth drivers and expense trends — useful for assessing forward guidance and margin drivers. Seeking Alpha: Q1 Call Transcript
• Neutral Sentiment: Multiple outlets (Zacks, Yahoo, MSN) ran summaries noting the beat and key metrics; these amplify visibility but add little new information beyond the press release and call. Zacks: Earnings Coverage
• Negative Sentiment: Piper Sandler cut its price target from $43 to $35 and moved to “neutral” — this reduces some analyst-implied upside and likely pressured sentiment. Benzinga: Piper Sandler PT Cut
• Negative Sentiment: Wells Fargo reaffirmed an “equal weight” stance but slashed its target from $42 to $31, leaving little upside relative to the current price and adding downside risk. Benzinga: Wells Fargo PT Cut

Ryan Specialty Company Profile

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.