Keefe, Bruyette & Woods Has Lowered Expectations for Ryan Specialty (NYSE:RYAN) Stock Price

Ryan Specialty (NYSE:RYAN) had its target price dropped by research analysts at Keefe, Bruyette & Woods from $65.00 to $55.00 in a report issued on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ target price indicates a potential upside of 41.58% from the stock’s previous close.

A number of other analysts have also issued reports on the company. Mizuho set a $53.00 price target on shares of Ryan Specialty in a report on Friday. Wells Fargo & Company cut their target price on shares of Ryan Specialty from $63.00 to $56.00 and set an “overweight” rating on the stock in a research note on Friday. JPMorgan Chase & Co. reduced their price target on shares of Ryan Specialty from $63.00 to $56.00 and set an “underweight” rating on the stock in a research report on Wednesday, January 7th. Barclays set a $52.00 price target on Ryan Specialty and gave the stock an “overweight” rating in a research note on Friday. Finally, BMO Capital Markets cut their price objective on Ryan Specialty from $70.00 to $66.00 and set an “outperform” rating on the stock in a research note on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $61.25.

Ryan Specialty Price Performance

NYSE RYAN traded down $5.53 during trading hours on Friday, reaching $38.85. The company’s stock had a trading volume of 4,150,386 shares, compared to its average volume of 1,749,834. The company has a debt-to-equity ratio of 2.72, a quick ratio of 1.00 and a current ratio of 1.00. The stock has a market cap of $10.25 billion, a PE ratio of 84.50, a PEG ratio of 1.09 and a beta of 0.62. The company’s 50-day moving average is $50.49 and its two-hundred day moving average is $54.21. Ryan Specialty has a fifty-two week low of $37.29 and a fifty-two week high of $77.16.

Ryan Specialty (NYSE:RYAN) last released its earnings results on Thursday, February 12th. The company reported $0.45 EPS 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 return on equity of 47.93% and a net margin of 7.61%.The firm’s revenue was up 13.2% on a year-over-year basis. During the same period in the previous year, the firm posted $0.45 earnings per share. Analysts forecast that Ryan Specialty will post 2.29 EPS for the current year.

Insider Buying and Selling

In related news, CEO Timothy William Turner sold 129,570 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $53.61, for a total transaction of $6,946,247.70. Following the transaction, the chief executive officer directly owned 12,553 shares of the company’s stock, valued at approximately $672,966.33. The trade was a 91.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 52.21% of the company’s stock.

Institutional Investors Weigh In On Ryan Specialty

A number of large investors have recently bought and sold shares of RYAN. Charles Schwab Investment Management Inc. raised its holdings in Ryan Specialty by 1.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,072,703 shares of the company’s stock valued at $55,384,000 after acquiring an additional 14,845 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its position 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 valued at $37,000 after purchasing an additional 450 shares during the period. Quadrant Capital Group LLC raised its stake in shares of Ryan Specialty by 774.5% in the fourth quarter. Quadrant Capital Group LLC now owns 13,493 shares of the company’s stock valued at $697,000 after purchasing an additional 11,950 shares in the last quarter. CI Investments Inc. lifted its position in Ryan Specialty by 4,118.6% in the fourth quarter. CI Investments Inc. now owns 110,739 shares of the company’s stock worth $5,717,000 after purchasing an additional 108,114 shares during the period. Finally, Federation des caisses Desjardins du Quebec lifted its position in Ryan Specialty by 7.8% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 3,313 shares of the company’s stock worth $171,000 after purchasing an additional 240 shares during the period. 84.82% of the stock is currently owned by institutional investors.

Key Stories Impacting Ryan Specialty

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

• Positive Sentiment: Board raised the quarterly dividend to $0.13 (8.3% increase), payable Mar 10, supporting income-oriented investors and signaling confidence in cash flow. Dividend & Q4 Release
• Positive Sentiment: Management expects roughly $80M of annual run-rate savings from the Empower restructuring, which, if realized, should help offset property business pressures and support future margins. Empower Restructuring Article
• Neutral Sentiment: Wells Fargo trimmed its price target from $63 to $56 but kept an “overweight” rating — still signaling upside vs. current levels, though the cut reduces some analyst support. Wells Fargo PT Note
• Neutral Sentiment: Full Q4 earnings call/transcript and analyst previews are available for detail on guidance, reserve activity and segment performance — useful for assessing whether margin headwinds are transitory. Earnings Call Transcript
• Negative Sentiment: Q4 results missed estimates: EPS $0.45 vs. $0.50 consensus and revenue $751.2M vs. ~$777M expected; organic revenue growth slowed and net income declined ~26.6% year-over-year — direct drivers of the recent share weakness. Q4 Results Release
• Negative Sentiment: Margin pressure from “absorbed” investment costs and a soft insurance pricing environment — plus continued property-market headwinds — raise near-term profit-risk despite revenue growth. Margin Pressure Article

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.