Ryan Specialty Holdings Inc. RYAN
- Market cap
- $9.4B
- P/E
- 49.2×
Follow RYAN
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | — | 25.57 | 32.13 | 35.10 | 41.65 | 50.08 |
Analyst estimates 2026–2028 Powerpack |
Low Price
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| — | — | — | — | — | 41.14 | 46.40 | 50.64 | 75.97 | 77.16 |
High Price
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| — | — | — | — | 1,214 | 669 | 3,850 | 4,350 | 5,250 | 6,110 |
Employees
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|||
| — | — | — | 0 | 1 | 2 | 0 | 0 | 0 | 0 |
Revenue/Emp
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| — | — | — | 765 | 1,018 | 1,433 | 1,725 | 2,078 | 2,516 | 3,051 |
Revenue
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| — | — | — | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
Gross Margin
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| — | — | — | 68 | 79 | 62 | 179 | 238 | 273 | 293 |
EBT
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| — | — | — | 8.89% | 7.80% | 4.30% | 10.39% | 11.45% | 10.83% | 9.61% |
EBT Margin
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| — | 0 | — | 63 | 71 | 57 | 163 | 194 | 230 | 214 |
Net Income
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| — | — | — | 55 | 73 | 124 | 126 | 135 | 199 | 304 |
Depreciation
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| — | — | — | 7.22 | 9.61 | 13.55 | 15.88 | 18.17 | 20.83 | 23.97 |
Revenue/Sh
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| — | — | — | 0.60 | 0.64 | 0.54 | 0.57 | 0.53 | 0.78 | 0.50 |
Earnings/Sh
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| — | — | — | 1.41 | 1.28 | 2.59 | 3.09 | 4.17 | 4.26 | 5.06 |
Cash Flow/Sh
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| — | — | — | 0.05 | (0.17) | (3.34) | (0.21) | (0.26) | (0.39) | (0.56) |
Capex/Sh
|
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| — | — | — | 1.46 | 1.11 | (0.75) | 2.88 | 3.91 | 3.87 | 4.50 |
Free CF/Sh
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| — | — | — | (0.72) | 2.93 | 5.63 | 7.53 | 8.57 | 9.09 | 9.85 |
Book Value/Sh
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| — | — | — | 106 | 106 | 106 | 109 | 114 | 121 | 127 |
Shares
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| — | — | — | 61.11 | 61.11 | 252.19 | 73.26 | 79.33 | 82.26 | 105.37 |
PE Ratio
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| — | — | — | 5.63 | 5.63 | 2.98 | 2.63 | 2.36 | 3.08 | 2.15 |
PS Ratio
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| — | — | — | 0.00 | 0.00 | 7.17 | 5.55 | 5.00 | 7.06 | 5.24 |
PB Ratio
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| — | — | — | 6.65 | 6.65 | 3.82 | 3.20 | 2.91 | 4.17 | 3.20 |
EV/Sales
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| — | — | — | 50.60 | 50.60 | (68.84) | 17.67 | 13.50 | 22.43 | 17.05 |
EV/FCF
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| — | — | — | 150 | 135 | 273 | 336 | 477 | 515 | 644 |
Op' Cash Flow
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| — | — | — | 5 | (18) | (353) | (23) | (30) | (47) | (71) |
Capex
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| — | — | — | 154 | 118 | (79) | 313 | 447 | 468 | 573 |
FCF
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| — | — | — | (7) | 11 | 93 | 760 | 591 | 240 | (129) |
Working Cap'
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| — | — | — | 669 | 1,585 | 1,590 | 1,982 | 1,979 | 3,283 | 3,352 |
Total Debt
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| — | — | — | 617 | 1,273 | 1,203 | 990 | 1,140 | 2,743 | 3,193 |
Net Debt
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| — | — | — | (76) | 311 | 595 | 818 | 980 | 1,098 | 1,254 |
Sh' Equity
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| — | — | — | 5.86% | 2.03% | 1.32% | 1.03% | 0.90% | 1.12% | 0.63% |
ROA
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| — | — | — | 11.68% | 6.26% | 6.49% | 10.01% | 10.59% | 6.96% | 6.94% |
ROIC
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| — | — | — | (162.45%) | (2,522.84%) | 19.79% | 8.64% | 6.79% | 9.11% | 5.39% |
ROE
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Ryan Specialty Holdings Inc. peers in Insurance Specialty
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| FNF Fidelity National Financial, Inc. | $11.0B | 14.6× | Compare |
| AXS Axis Capital Holdings Limited | $6.9B | 6.7× | Compare |
| FAF First American Financial Corporation | $6.7B | 9.2× | Compare |
| ACT Enact Holdings, Inc. | $6.5B | 9.8× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| MTG MGIC Investment Corporation | $5.9B | 8.9× | Compare |
| ESNT Essent Group Ltd. | $5.8B | 8.8× | Compare |
| RDN Radian Group Inc. | $4.4B | 8.4× | Compare |
| NMIH NMI Holdings Inc | $3.1B | 8.0× | Compare |
Ryan Specialty Holdings Inc. (RYAN) key facts
- Ryan Specialty Holdings Inc. (RYAN) is an Insurance Specialty company in the Financial sector, listed on the New York Stock Exchange.
- Ryan Specialty Holdings Inc.’s revenue for fiscal 2025 (year ended December 2025) was $3.1 billion, up 21.3% from fiscal 2024.
- As of September 25, 2026, RYAN traded at $37.89, a market capitalization of $9.4 billion.
- Return on equity was 5.39% and debt-to-equity 3.58.
Ryan Specialty Holdings Inc. (RYAN) Latest News
23 Sep
Ryan Specialty Holdings stock rose about 9% in three months, beating the industry and S&P 500 gains. Russell index reconstitution prop up on- and off-exchange flows as Ryan joined the Russell 1000 Value and Russell Midcap Value. Q2 results beat: adjusted EPS of 74 cents, up 12.1% year over year and 21.3% above the 61-cent consensus. Organic revenue grew 6.7% on new wins, retention and broader client relationships, with management sticking to a mid-single-digit organic growth outlook and elevating 2026 adjusted EBITDAC margin guidance thanks to cost control and operating leverage. Capital returns were solid: 8.1 million shares repurchased for $260 million, $24.5 million in dividends, and $300 million remaining under buyback authorization. Underwriting expansion continued via a Lloyd's consortium, Ryan Specialty Renewables and the launch of Tera Underwriters, offering over $1 billion in capacity for AI/HPC data centers. Consensus earnings estimates for 2026 and 2027 imply ongoing growth; revenues expected to reach about $3.30B in 2026 and $3.54B in 2027. Strong Q2 beat, margin expansion guidance, active capital return and new underwriting ventures create meaningful upside potential.
20 Sep
Rising war-related risk costs are squeezing insurance markets, drawing retail investors to three stocks, including Ryan Specialty Holdings (RYAN). The piece highlights potential impacts on premiums, coverage availability, and broker revenues, with investors weighing whether higher war risk expenses will compress margins or spur growth in specialty lines. War risk cost shifts could affect policy volumes and broker commissions for a specialty player like RYAN, yielding a moderate near-term influence.
18 Sep
Ryan Specialty Holdings (RYAN) stands out as an attractive investment due to its specialized insurance brokerage model, consistent growth through acquisitions, and resilient performance in a fragmented market. Favorable assessment of RYAN's business strengths and positioning can lift near-term investor sentiment and share price.
25 Aug
Ryan Specialty Holdings Inc. (RYAN) leverages AI to enhance its specialty insurance brokerage and risk management services rather than displacing core operations or workforce. AI enhancements support incremental efficiency gains and competitive positioning for Ryan Specialty without fundamentally reshaping its business model.
14 Aug
Ryan Specialty Holdings Inc. (RYAN) stock may be fully priced following the Tera launch. Tera launch is a notable product introduction whose value appears already reflected in current valuation.
3 Aug
Ryan Specialty Holdings Inc. (RYAN) reported Q2 earnings that topped other insurance brokers stocks. Q2 earnings outperformance signals stronger competitive standing for Ryan Specialty in insurance brokerage.
31 Jul
Ryan Specialty Holdings Inc. (RYAN) Q2 earnings call highlighted revenue growth, operational metrics, and forward guidance on market positioning and strategic initiatives. Q2 earnings updates deliver financial metrics that moderately shift near-term investor views on Ryan Specialty Holdings Inc. performance.
30 Jul
Ryan Specialty Holdings Inc. reported strong Q2 CY2026 results, driving a 16.1% stock price increase. Strong quarterly results triggered a major stock surge signaling significant effects on performance.
Ryan Specialty Holdings Inc. reported its second quarter 2026 results. Quarterly earnings releases typically drive material changes in valuation and investor views for the reporting company.
29 Jul
Ryan Specialty Holdings Inc. (RYAN) is preparing to report its Q2 earnings, with analysts outlining expected revenue, profitability metrics, and factors that could shape stock reaction. Q2 earnings expectations may moderately influence near-term investor sentiment and valuation without fundamentally shifting the company's long-term trajectory.
23 Jul
Analysts project Ryan Specialty Group (RYAN) will report lower earnings, highlighting revenue trends, expense controls, and market conditions to monitor ahead of the release. Expected earnings decline may pressure near-term stock performance and investor sentiment.
9 Jul
Ryan Specialty Holdings Inc.'s Accelerant growth depends on sustaining fee-based revenue momentum. Fee-based momentum determines Accelerant's contribution to RYAN's trajectory.
Three insurance trends may support growth for Accelerant at Ryan Specialty Holdings Inc. Speculation on insurance trends affecting Accelerant points to moderate influence on Ryan Specialty's operations and positioning.
6 Jul
Ryan Specialty Underwriting Managers completed a series of Lloyd’s Consortium Stamps to support its delegated portfolio. Lloyd’s stamps expand capacity for delegated underwriting operations.
22 Jun
Ryan Specialty (NYSE:RYAN) posted top Q1 results among insurance brokers. Q1 earnings beat supports near-term share price and sentiment.
10 Jun
Ryan Specialty Holdings Inc. faces weaker 2025 results and regulatory probes that could fundamentally alter its trajectory and market performance. Weaker 2025 results and probes position the company for profound long-term changes in competitive position and prospects.
26 May
Ryan Specialty Holdings Inc. announced a $300 million increase to its share repurchase program. Expanded buyback authorization supports share price and signals management confidence in valuation.
21 May
Ryan Specialty Holdings Inc. (RYAN) stands out as a top Wall Street pick thanks to strong fundamentals while two other stocks face scrutiny over their prospects. Favorable mention of RYAN's fundamentals may lift near-term investor sentiment and support stock performance.
19 May
Ryan Specialty Holdings Inc. (RYAN) stock declined as pricing weakness weighed on investor sentiment and raised concerns over revenue pressures. Pricing weakness points to ongoing revenue and margin challenges that could moderately affect Ryan Specialty Holdings Inc. financial trajectory.
4 May
Ryan Specialty Holdings Inc. (RYAN) achieves profitability for the first time while issuing guidance for softer growth, prompting debate on whether this reshapes its investment narrative. Profitability gain tempers softer growth guidance, moderately affecting financial outlook and investor sentiment.
2 May
Ryan Specialty Holdings Inc. (RYAN) released Q1 earnings call highlights, covering financial results, revenue growth, underwriting performance, and forward guidance. Q1 earnings highlights detail financial metrics, growth initiatives, and outlook that significantly shape investor expectations and stock trajectory.
1 May
Ryan Specialty Holdings Inc. (RYAN) Q1 2026 earnings call highlights strong revenue growth amid ongoing challenges. Strong revenue growth in Q1 2026 demonstrates robust financial performance likely to boost investor sentiment and future trajectory.
Ryan Specialty Holdings Inc. (RYAN) released its Q1 2026 earnings call transcript detailing financial results, management discussion, and forward guidance. Q1 2026 earnings transcript provides key financial metrics and strategic insights significantly influencing RYAN's trajectory and investor sentiment.
Ryan Specialty Holdings, Inc. released summary of Q1 2026 earnings call, detailing financial performance, guidance, and strategic updates. Q1 2026 earnings summary provides critical financial metrics and outlook that significantly shape investor expectations and stock trajectory.
30 Apr
Ryan Specialty Group (RYAN) reported Q1 earnings and revenues that beat analyst estimates. Q1 earnings and revenues beating estimates signals robust financial performance, likely enhancing investor sentiment and stock trajectory.
Ryan Specialty Holdings Inc. (RYAN) Q1 earnings compared to estimates, analyzing key metrics. Q1 earnings versus estimates significantly affect financial performance and investor sentiment.
Ryan Specialty (NYSE:RYAN) beat Q1 CY2026 sales expectations. Beating sales expectations signals strong revenue growth, significantly boosting investor sentiment and stock trajectory.
Ryan Specialty Holdings Inc. (RYAN) reported first quarter 2026 results. Q1 2026 earnings disclosure reveals core financial metrics influencing investor sentiment and stock trajectory.
29 Apr
Ryan Specialty Holdings Inc. (RYAN) reports Q1 earnings tomorrow, drawing investor attention as a key event to watch. Upcoming Q1 earnings can significantly sway RYAN's stock price and investor sentiment depending on results versus expectations.
27 Apr
Ryan Specialty Holdings Inc. (RYAN) deploys AI to sharpen risk assessment and counteract insurance market cycles, enhancing underwriting precision and operational resilience. AI adoption for risk refinement and cycle management represents a major strategic tech upgrade boosting RYAN's competitive edge and long-term performance.