Ryan Specialty (NYSE:RYAN) Price Target Cut to $55.00 by Analysts at Keefe, Bruyette & Woods

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

A number of other equities analysts have also recently issued reports on the company. Piper Sandler reduced their target price on Ryan Specialty from $58.00 to $43.00 and set a “neutral” rating on the stock in a report on Friday. Wells Fargo & Company reduced their price objective 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. Weiss Ratings cut shares of Ryan Specialty from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, February 5th. Barclays set a $52.00 target price on shares of Ryan Specialty and gave the stock an “overweight” rating in a report on Friday. Finally, BMO Capital Markets reduced their price target on shares of Ryan Specialty from $70.00 to $66.00 and set an “outperform” rating on the stock in a research report on Monday, November 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Ryan Specialty currently has an average rating of “Moderate Buy” and a consensus target price of $61.25.

Ryan Specialty Trading Down 12.5%

RYAN stock traded down $5.53 during midday trading 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 business’s 50-day simple moving average is $50.49 and its 200-day simple moving average is $54.21. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 2.72. Ryan Specialty has a 52 week low of $37.29 and a 52 week high of $77.16. The stock has a market cap of $10.25 billion, a PE ratio of 84.50, a price-to-earnings-growth ratio of 1.09 and a beta of 0.62.

Ryan Specialty (NYSE:RYAN) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.45 earnings per share for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.05). Ryan Specialty had a net margin of 7.61% and a return on equity of 47.93%. The company had revenue of $751.21 million during the quarter, compared to analyst estimates of $777.43 million. During the same period last year, the company earned $0.45 EPS. The business’s revenue for the quarter was up 13.2% compared to the same quarter last year. As a group, sell-side analysts expect 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 company’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $53.61, for a total value of $6,946,247.70. Following the completion of the transaction, the chief executive officer directly owned 12,553 shares of the company’s stock, valued at approximately $672,966.33. This represents a 91.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 52.21% of the company’s stock.

Institutional Trading of Ryan Specialty

A number of institutional investors have recently modified their holdings of RYAN. Vulcan Value Partners LLC increased its position in shares of Ryan Specialty by 631.7% during the 4th quarter. Vulcan Value Partners LLC now owns 4,621,079 shares of the company’s stock worth $238,536,000 after purchasing an additional 3,989,502 shares during the last quarter. Independent Franchise Partners LLP bought a new position in shares of Ryan Specialty in the third quarter valued at $95,798,000. Champlain Investment Partners LLC increased its holdings in Ryan Specialty by 76.9% during the third quarter. Champlain Investment Partners LLC now owns 3,066,011 shares of the company’s stock worth $172,800,000 after buying an additional 1,332,773 shares during the last quarter. Norges Bank bought a new stake in Ryan Specialty during the second quarter worth $88,305,000. Finally, Artisan Partners Limited Partnership acquired a new stake in Ryan Specialty in the second quarter valued at $64,961,000. 84.82% of the stock is currently owned by institutional investors.

More Ryan Specialty News

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.