Ryan Specialty Holdings, Inc.

Ryan Specialty Holdings, Inc.

RYANยทNYSE

$30.86

-0.64%
Financial ServicesInsurance - Specialty

Ryan Specialty Group Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers. It offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter. The company was founded in 2010 and is headquartered in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$3.99B
EPS0.5000
P/E Ratio61.72
Earnings Date07/30/2026
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Ryan Specialty Holdings, Inc. Street Expectations Map

RYAN ยท NYSE

Wall Street analysts project that RYAN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 39.25, with estimates ranging from a low of 31.00 to a high of 45.00.

Lowest Target
31.00
0.45%
Consensus Target
39.25
27.19%
Highest Target
45.00
45.82%

The consensus 1-year price target stands at 39.25, with estimates ranging from a low of 31.00 to a high of 45.00.

Analyst Consensus Analysis

Upside Potential

+27.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

35.7% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Ryan Specialty Holdings, Inc. Forward Estimates of Revenue

RYAN ยท NYSE
Latest Revenue
3.05B
FY 2025
Avg Estimate
3.60B
FY 2026
Estimate Range
3.47B - 3.67B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Ryan Specialty Holdings, Inc. Forward Estimates of Net Income

RYAN ยท NYSE
Latest Net Income
63.40M
FY 2025
Avg Estimate
318.74M
FY 2026
Estimate Range
306.79M - 330.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+402.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ryan Specialty Holdings, Inc. Forward Estimates of EPS

RYAN ยท NYSE
Latest EPS
0.50
FY 2025
Avg Estimate
$2.41
FY 2026
Estimate Range
$2.31 - $2.49
Analyst Spread

Forward Growth Analysis

Projected Growth+381.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ryan Specialty Holdings, Inc. Forward Estimates of EBIT

RYAN ยท NYSE
Latest EBIT
515.57M
FY 2025
Avg Estimate
782.60M
FY 2026
Estimate Range
754.10M - 797.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+51.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ryan Specialty Holdings, Inc. Forward Estimates of EBITDA

RYAN ยท NYSE
Latest EBITDA
803.08M
FY 2025
Avg Estimate
1.02B
FY 2026
Estimate Range
982.46M - 1.04B
Analyst Spread

Forward Growth Analysis

Projected Growth+27.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ryan Specialty Holdings, Inc. Forward Estimates of SG&A Expense

RYAN ยท NYSE
Latest SG&A Expense
453.45M
FY 2025
Avg Estimate
2.78B
FY 2026
Estimate Range
2.68B - 2.83B
Analyst Spread

Forward Growth Analysis

Projected Growth+512.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ryan Specialty Holdings, Inc. Insider Positioning

RYAN ยท NYSE

During the last 12 months, insiders have purchased $14.41M and sold $233.83M worth of RYAN shares, resulting in $219.42M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

1.5K

60.30K

Sold

129.6K

6.95M

Net Activity

-6.9M

-$6.89M

6-9 Months

Bought

276.6K

14.34M

Sold

4.1M

225.94M

Net Activity

-211.6M

-$211.60M

9-12 Months

Bought

100

5.55K

Sold

14.4K

946.60K

Net Activity

-941K

-$941K

Top Buyers

1
RPG

Ryan Patrick G

Director, 10 Percent Owner, Officer: Executive Chairman

276.6K sharesโ€ข1 transactions

$14.34M

2
RPGJ

Ryan Patrick G Jr

Director

1.6K sharesโ€ข2 transactions

$66K

Top Sellers

1
OC

Onex Corp

Director

4.1M sharesโ€ข1 transactions

$225.94M

2
TTW

Turner Timothy William

Director, Officer: Chief Executive Officer

129.6K sharesโ€ข1 transactions

$6.95M

3
KMS

Katz Mark Stephen

Officer: Evp & General Counsel

14.4K sharesโ€ข1 transactions

$947K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $219.42M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.06:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

Moderate Selling

3 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.