Ryan Specialty Holdings Inc. $RYAN Stake Lessened by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company lessened its holdings in Ryan Specialty Holdings Inc. (NYSE:RYAN) by 14.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 545,254 shares of the company’s stock after selling 94,152 shares during the period. The Manufacturers Life Insurance Company owned about 0.21% of Ryan Specialty worth $18,397,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Advisory Services Network LLC acquired a new position in shares of Ryan Specialty in the 3rd quarter valued at about $28,000. Los Angeles Capital Management LLC purchased a new stake in shares of Ryan Specialty in the fourth quarter worth approximately $25,000. SBI Securities Co. Ltd. boosted its holdings in shares of Ryan Specialty by 6,322.2% during the fourth quarter. SBI Securities Co. Ltd. now owns 578 shares of the company’s stock worth $30,000 after purchasing an additional 569 shares during the period. Quarry LP acquired a new stake in shares of Ryan Specialty during the third quarter worth approximately $37,000. Finally, Caitong International Asset Management Co. Ltd boosted its holdings in shares of Ryan Specialty by 173.7% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 709 shares of the company’s stock worth $37,000 after purchasing an additional 450 shares during the period. 84.82% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

RYAN has been the topic of several research reports. Weiss Ratings reiterated a “sell (d+)” rating on shares of Ryan Specialty in a research note on Monday, May 4th. JPMorgan Chase & Co. lifted their target price on shares of Ryan Specialty from $37.00 to $39.00 and gave the company an “underweight” rating in a research note on Monday, July 13th. Cantor Fitzgerald upped their price target on shares of Ryan Specialty from $33.00 to $34.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Keefe, Bruyette & Woods upped their price target on shares of Ryan Specialty from $48.00 to $54.00 and gave the stock an “outperform” rating in a research note on Friday. Finally, Bank of America cut their price objective on Ryan Specialty from $70.00 to $68.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Eight equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Ryan Specialty has a consensus rating of “Hold” and a consensus price target of $52.00.

Ryan Specialty Price Performance

Shares of RYAN opened at $44.26 on Friday. The company has a debt-to-equity ratio of 2.90, a quick ratio of 1.02 and a current ratio of 1.02. The firm has a market cap of $11.67 billion, a PE ratio of 61.47, a PEG ratio of 0.96 and a beta of 0.61. The firm’s 50 day moving average price is $37.74 and its 200 day moving average price is $38.43. Ryan Specialty Holdings Inc. has a twelve month low of $29.28 and a twelve month high of $61.85.

Ryan Specialty (NYSE:RYAN) last posted its earnings results on Thursday, July 30th. The company reported $0.74 EPS for the quarter, topping the consensus estimate of $0.60 by $0.14. Ryan Specialty had a net margin of 7.55% and a return on equity of 42.02%. The company had revenue of $916.65 million during the quarter, compared to the consensus estimate of $873.93 million. During the same period in the previous year, the firm posted $0.66 earnings per share. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. As a group, research analysts expect that Ryan Specialty Holdings Inc. will post 2.08 EPS for the current fiscal year.

Ryan Specialty Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Investors of record on Tuesday, August 11th will be paid a $0.13 dividend. This represents a $0.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, August 11th. Ryan Specialty’s payout ratio is presently 67.53%.

Ryan Specialty announced that its Board of Directors has initiated a share repurchase program on Tuesday, May 26th that authorizes the company to buyback $300.00 million in shares. This buyback authorization authorizes the company to reacquire up to 3.5% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Key Stories Impacting Ryan Specialty

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

• Positive Sentiment: Second-quarter revenue rose 7.2% year over year to $916.6 million, exceeding the $873.9 million analyst consensus. Adjusted earnings of $0.74 per share also surpassed estimates of approximately $0.60–$0.61 and increased from $0.66 a year earlier. Ryan Specialty Reports Second Quarter 2026 Results
• Positive Sentiment: Management guided 2026 organic revenue growth toward the higher end of its mid-single-digit range, reinforcing expectations for continued expansion. Keefe, Bruyette & Woods raised its price target from $48 to $54 and upgraded or maintained an “outperform” rating, signaling increased confidence in the company’s outlook. Ryan Specialty 2026 Guidance
• Positive Sentiment: Ryan Specialty declared a quarterly dividend of $0.13 per share, equivalent to $0.52 annually and an approximately 1.1% yield. The payout adds shareholder returns, although the dividend is not the primary earnings catalyst.
• Neutral Sentiment: The earnings beat prompted broader analyst estimate increases and helped drive a sharp post-results advance in the stock. However, shares trade at a relatively elevated valuation, with a reported P/E ratio above 57, leaving the stock sensitive to any slowdown in growth or profitability.
• Negative Sentiment: Organic revenue growth moderated to 6.7% from 7.1% a year earlier, while management expects the 2026 adjusted EBITDAC margin to decline by 50–100 basis points. Reports also noted that the excess-and-surplus insurance market is slowing, creating a risk to future growth and margins. Ryan Specialty Q2 Revenue and E&S Market

Insider Buying and Selling

In related news, EVP Mark Stephen Katz purchased 3,215 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was bought at an average price of $31.07 per share, for a total transaction of $99,890.05. Following the purchase, the executive vice president owned 4,332 shares in the company, valued at $134,595.24. The trade was a 287.82% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John W. Rogers, Jr. purchased 7,500 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were bought at an average price of $35.16 per share, with a total value of $263,700.00. Following the purchase, the director owned 117,933 shares in the company, valued at $4,146,524.28. This represents a 6.79% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders acquired 130,715 shares of company stock worth $4,263,590. Corporate insiders own 52.03% of the company’s stock.

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.