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2026-10-22 16:55 2d ago
2026-10-22 11:01 2d ago
Ryan Specialty může překonat čtvrtletní odhady
RYAN Ryan Specialty Group Holdings
FMP Stock News 85
Original source text
The market expects Ryan Specialty Group (RYAN - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis insurance company is expected to post quarterly earnings of $0.49 per share in its upcoming report, which represents a year-over-year change of +4.3%.

Revenues are expected to be $790.79 million, up 4.8% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.42% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Ryan Specialty?For Ryan Specialty, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +5.46%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Ryan Specialty will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Ryan Specialty would post earnings of $0.61 per share when it actually produced earnings of $0.74, delivering a surprise of +21.31%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Ryan Specialty appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-09-23 20:07 1mo ago
2026-09-23 14:05 1mo ago
Ryan Specialty roste díky lepším výsledkům a výhledu
RYAN Ryan Specialty Group Holdings
FMP Stock News 78
Original source text
Key Takeaways Ryan Specialty gained 9% in three months, beating the industry's 2.5% gain and the S&P 500's 5.2% rise.RYAN's Q2 adjusted EPS rose 12.1% to 74 cents, topping the consensus estimate by 21.3%.Ryan Specialty repurchased $260 million of shares and improved its 2026 adjusted EBITDAC margin outlook. Shares of Ryan Specialty Holdings, Inc. (RYAN - Free Report) have climbed 9% over the past three months, outpacing the industry’s 2.5% growth and the S&P 500’s 5.2% rise. The advance reflects a mix of index-related buying, better-than-expected second-quarter results, an improved margin outlook and steady capital returns.

3-Month Price Performance – RYAN, Industry and S&P 500 Image Source: Zacks Investment Research

Let’s delve deeper.

Russell index reconstitution gave the stock an early lift after Ryan Specialty was added to the Russell 1000 Value and Russell Midcap Value benchmarks. Such changes often attract buying from passive and benchmark-tracking funds, helping support trading activity around the rebalancing period.

Fundamentals then added to the momentum. Ryan Specialty reported second-quarter adjusted earnings of 74 cents per share, up 12.1% year over year and 21.3% above the Zacks Consensus Estimate of 61 cents. Organic revenue growth was 6.7%, supported by new business wins, strong retention, broader relationships with existing clients and continued movement of risks into specialty and excess-and-surplus markets.

Management also kept its mid-single-digit organic growth outlook while improving its 2026 adjusted EBITDAC margin guidance. The updated view points to better cost control and operating leverage than previously expected.

Capital returns provided another layer of support. Ryan Specialty repurchased 8.1 million shares for $260 million in the second quarter and paid $24.5 million in dividends. At June-end, $300 million remained available under its buyback authorization.

The company is also expanding its underwriting capabilities. Recent moves include a Lloyd’s consortium arrangement, the formation of Ryan Specialty Renewables and the launch of Tera Underwriters. Tera offers more than $1 billion of accessible capacity for industrial-scale computing hardware, including AI and high-performance computing data centers.

Earnings Estimates Are Moving Higher for RYANThe Zacks Consensus Estimate for Ryan Specialty’s 2026 earnings is currently pegged at $2.18 per share, which indicates 11.2% year-over-year growth. It witnessed nine upward revisions and no cuts over the past 60 days. The consensus mark for 2027 EPS indicates a further 12.5% year-over-year growth. It beat earnings estimates in two of the past four quarters, met once and missed on the other occasion, with an average surprise of 5.2%.

Meanwhile, the Zacks Consensus Estimate for RYAN’s 2026 and 2027 revenues is pegged at $3.30 billion and $3.54 billion, signaling 8.1% and 7.3% increases, respectively.

Zacks Rank & Key PicksRyan Specialty currently has a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader Finance space are Assurant, Inc. (AIZ - Free Report) , CNO Financial Group, Inc. (CNO - Free Report) and Equitable Holdings, Inc. (EQH - Free Report) . While Assurant currently sports a Zacks Rank #1 (Strong Buy), CNO Financial and Equitable Holdings have a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Assurant’s current-year earnings is pegged at $22.28 per share, which indicates 12.7% year-over-year growth. It has witnessed five upward estimate revisions against none in the opposite direction in the past 60 days. AIZ beat earnings estimates in each of the last four quarters, with an average surprise of 17.7%.

The consensus mark for CNO Financial’s current-year earnings is pegged at $4.74 per share, which indicates 16.2% year-over-year growth. It has witnessed two upward estimate revisions against none in the opposite direction in the past 60 days. CNO beat earnings estimates in each of the last four quarters, with an average surprise of 23.2%.

The consensus estimate for Equitable Holdings’ current-year earnings is pegged at $7.18 per share, which signals a 15.6% year-over-year increase. It has witnessed four upward estimate revisions against none in the opposite direction in the past 60 days. EQH beat earnings estimates in three of the last four quarters and missed once.
2026-08-10 12:44 2mo ago
2026-08-10 04:17 2mo ago
Dudley & Shanley snížila podíl v Ryan Specialty
RYAN Ryan Specialty Group Holdings
FMP Stock News 72
Original source text
Dudley & Shanley Inc. reduced its stake in Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 3.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 465,146 shares of the company’s stock after selling 14,875 shares during the period. Ryan Specialty accounts for about 2.7% of Dudley & Shanley Inc.’s holdings, making the stock its 21st biggest position. Dudley & Shanley Inc. owned 0.18% of Ryan Specialty worth $17,564,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in RYAN. Royal Bank of Canada grew its position in shares of Ryan Specialty by 10.6% during the first quarter. Royal Bank of Canada now owns 59,639 shares of the company’s stock worth $4,406,000 after acquiring an additional 5,739 shares during the last quarter. AQR Capital Management LLC raised its position in Ryan Specialty by 25.1% in the 1st quarter. AQR Capital Management LLC now owns 4,972 shares of the company’s stock valued at $367,000 after purchasing an additional 998 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Ryan Specialty by 46.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 376,154 shares of the company’s stock worth $27,787,000 after purchasing an additional 119,055 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Ryan Specialty by 11.3% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 332,823 shares of the company’s stock worth $24,586,000 after purchasing an additional 33,667 shares during the period. Finally, Creative Planning grew its position in Ryan Specialty by 15.4% during the 2nd quarter. Creative Planning now owns 4,586 shares of the company’s stock worth $312,000 after purchasing an additional 613 shares during the last quarter. Institutional investors and hedge funds own 84.82% of the company’s stock.

Analysts Set New Price Targets Several research analysts recently issued reports on the stock. JPMorgan Chase & Co. increased their price target on shares of Ryan Specialty from $39.00 to $45.00 and gave the stock an “underweight” rating in a report on Monday, August 3rd. Royal Bank Of Canada lifted their price objective on Ryan Specialty from $45.00 to $55.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Bank of America dropped their target price on Ryan Specialty from $70.00 to $68.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Wells Fargo & Company increased their target price on Ryan Specialty from $39.00 to $43.00 and gave the stock an “equal weight” rating in a research note on Monday, August 3rd. Finally, Piper Sandler raised their price target on Ryan Specialty from $44.00 to $48.00 and gave the company a “neutral” rating in a report on Friday, July 31st. Eight equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $53.42.

View Our Latest Research Report on RYAN

Insider Transactions at Ryan Specialty In other news, EVP Mark Stephen Katz purchased 3,215 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were purchased at an average price of $31.07 per share, with a total value of $99,890.05. Following the purchase, the executive vice president directly owned 4,332 shares of the company’s stock, valued at approximately $134,595.24. This represents 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, Chairman Patrick G. Ryan bought 120,000 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were acquired at an average cost of $32.50 per share, for a total transaction of $3,900,000.00. Following the completion of the transaction, the chairman owned 13,817,859 shares of the company’s stock, valued at approximately $449,080,417.50. The trade was a 0.88% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have bought 130,715 shares of company stock valued at $4,263,590. Corporate insiders own 52.03% of the company’s stock.

Ryan Specialty Price Performance Shares of NYSE:RYAN opened at $42.78 on Monday. The company has a market cap of $10.94 billion, a P/E ratio of 59.42, a P/E/G ratio of 0.86 and a beta of 0.59. The business has a fifty day simple moving average of $38.92 and a 200-day simple moving average of $38.10. Ryan Specialty Holdings Inc. has a 52 week low of $29.28 and a 52 week high of $61.05. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 3.51.

Ryan Specialty (NYSE:RYAN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.14. The business had revenue of $916.65 million during the quarter, compared to the consensus estimate of $873.93 million. Ryan Specialty had a return on equity of 43.97% and a net margin of 7.55%.The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.66 EPS. Equities research analysts forecast that Ryan Specialty Holdings Inc. will post 2.15 EPS for the current year.

Ryan Specialty Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 11th will be paid a dividend of $0.13 per share. The ex-dividend date is Tuesday, August 11th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 1.2%. Ryan Specialty’s dividend payout ratio (DPR) is currently 72.22%.

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

Ryan Specialty Profile (Free Report)

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.

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2026-08-01 01:34 2mo ago
2026-07-31 21:04 2mo ago
Ryan Specialty zvýšila tržby, varuje před tlakem na ceny
RYAN Ryan Specialty Group Holdings
FMP Stock News 88
Original source text
3 2021 IPOs Likely To Notch Further Big Price Gains Ryan Specialty NYSE: RYAN reported second-quarter revenue growth of 7.2% to $917 million, supported by 6.7% organic growth and modest contributions from acquisitions, as the specialty insurance services company navigated pricing pressure in property insurance and rising competition in several markets.

Adjusted EBITDA increased 6% to $327 million, while adjusted EBITDA margin declined 40 basis points year over year to 35.7%. Adjusted earnings per share rose 12.1% to $0.74. For the first half of 2026, the company said organic revenue grew 8.9%, adjusted EBITDA increased 9.8%, and adjusted EPS rose 16.2%.

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Founder and Executive Chairman Pat Ryan said the quarter demonstrated the resilience of the company’s wholesale brokerage and delegated underwriting platform despite industry headwinds. He highlighted Ryan Specialty’s specialty-product breadth, carrier relationships and ability to develop new underwriting programs as differentiators.

Property pricing remains a headwind CEO Tim Turner said the company faced a “very challenging property pricing environment,” particularly in catastrophe-exposed and large-account business, where capacity continued to build and competition remained intense. Pricing on some catastrophe business declined materially, although Ryan Specialty’s property book fell only modestly during the quarter, better than management had expected.

Turner attributed the relative performance to strong retention, new-business wins and a better-than-expected June. He said the company continued to benefit from business flowing into the excess-and-surplus, or E&S, market, even as pricing conditions remained difficult.

In casualty, Ryan Specialty reported a strong quarter, aided by construction activity and several large project-based wins, including data center-related business. Turner cautioned that construction project activity is inherently lumpy because the timing of client binding decisions can be difficult to predict. Management said the pipeline for construction opportunities remains strong heading into the remainder of the year.

The company said casualty pricing remains firm in areas including transportation, habitational, sports and entertainment, portions of healthcare, public entity and human services. However, it is seeing increased competition and some price moderation in small and medium-hazard risks, as well as certain other market segments.

Underwriting management and new products support growth Ryan Specialty’s underwriting management operations posted what management described as an excellent quarter, with strength in transactional liability, transportation, international specialty, casualty and reinsurance. Transactional liability exceeded the company’s expectations, supported by a more constructive global mergers-and-acquisitions environment.

Ryan Re, the company’s reinsurance managing underwriter, also delivered strong renewal retention despite a difficult pricing environment. Turner said Ryan Re remains on track to place $2 billion of reinsurance premium during 2026.

Management noted continued pressure in builders risk, reflecting broader macroeconomic conditions. Its binding authority business grew revenue year over year but encountered heightened competition, particularly from new facilities competing for smaller commercial accounts. The company expects those competitive pressures to intensify in the second half.

Ryan Specialty also discussed its efforts to expand beyond traditional managing general agency and managing general underwriter activities. Pat Ryan cited reinsurance underwriting, alternative capital solutions and benefits products as businesses intended to diversify the company from the property-and-casualty cycle. He said these newer businesses remain smaller than the company’s wholesale distribution and underwriting management operations but are becoming more meaningful contributors to growth, margins and earnings.

In July, RSUM launched a Lloyd’s Consortium stamp that will take a 15% line on its syndicated business beginning Aug. 1. Turner said the initiative is designed to improve capital efficiency, support underwriting capacity and accelerate the company’s speed to market.

Guidance updated; margins expected to decline CFO Janice Hamilton said Ryan Specialty continues to expect full-year organic revenue growth in the mid-single digits for 2026, but now expects results to fall toward the higher end of that range. The outlook assumes continued property price declines, heightened competition, softer binding-authority growth and ongoing builders-risk pressure.

The company expects a moderate decline in its property book for the full year and a more normalized level of construction-project growth in the second half. Hamilton said the third quarter represents Ryan Specialty’s most difficult organic-growth comparison of the year, including comparisons against prior-year property growth and strong underwriting-management growth in transactional liability, structured solutions and reinsurance.

Ryan Specialty now expects its full-year adjusted EBITDA margin to decline by approximately 50 to 100 basis points year over year. Hamilton said the outlook reflects market conditions, continued absorption of talent investments, lower fiduciary investment income and higher healthcare and benefits costs. Those pressures are expected to be partly offset by cost discipline and early benefits from the company’s Empower operational-efficiency program.

Capital allocation and leadership changes During the quarter, Ryan Specialty repurchased approximately 8.1 million shares for $260 million and increased its repurchase authorization by $300 million. The company also repurchased $42 million of stock in July. It ended the quarter with total net leverage of 3.3 times on a credit basis, within its stated 3-times-to-4-times comfort range.

Hamilton said the company considers both acquisitions and repurchases priorities within its capital-allocation strategy, but it is unlikely to close a meaningful acquisition in 2026. Management said it is looking toward 2027 for larger acquisition opportunities, while remaining prepared to pursue assets that meet its strategic, cultural and financial criteria.

The company also announced a planned leadership succession at RT Specialty. Brendan Mulshine will become CEO of RT Specialty, while Ed McCormack will transition to vice chairman of RT Specialty.

Finally, management described ongoing technology and artificial-intelligence investments, including tools designed to accelerate reinsurance submission processing, improve treaty underwriting workflows and reduce manual property-inspection tasks. Turner said the company is using proprietary data and internal guardrails as it expands AI deployment across its operations.

About Ryan Specialty (NYSE:RYAN)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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Ryan Specialty Right Now?Before you consider Ryan Specialty, you'll want to hear this.

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2026-07-31 01:32 2mo ago
2026-07-30 20:31 2mo ago
Ryan Specialty Group překonala odhady zisku i tržeb
RYAN Ryan Specialty Group Holdings
FMP Stock News 78
Original source text
Ryan Specialty Group (RYAN - Free Report) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +21.31%. A quarter ago, it was expected that this insurance company would post earnings of $0.43 per share when it actually produced earnings of $0.47, delivering a surprise of +9.3%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Ryan Specialty, which belongs to the Zacks Insurance - Brokerage industry, posted revenues of $916.65 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.91%. This compares to year-ago revenues of $855.17 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Ryan Specialty shares have lost about 10% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Ryan Specialty?While Ryan Specialty has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Ryan Specialty was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.51 on $805.01 million in revenues for the coming quarter and $2.06 on $3.27 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Brokerage is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Accelerant Holdings (ARX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.

This company is expected to post quarterly earnings of $0.16 per share in its upcoming report, which represents a year-over-year change of +14.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Accelerant Holdings' revenues are expected to be $274.08 million, up 25.1% from the year-ago quarter.
2026-07-06 08:34 3mo ago
2026-07-06 03:00 3mo ago
Ryan Specialty uzavřela konsorciální smlouvy u Lloyd’s
RYAN Ryan Specialty Group Holdings
FMP Stock News 72
Original source text
-

CHICAGO--(BUSINESS WIRE)--Ryan Specialty Underwriting Managers (“RSUM”), the underwriting management division of Ryan Specialty (NYSE: RYAN), is pleased to announce the completion of a series of Lloyd’s of London consortium stamps that will attach to its global syndicated P&C delegated underwriting portfolio. The consortium stamps are supported by six leading Lloyd’s syndicates and will take a combined 15% share on all classes, lines and geographies (except for a partial share of Velocity Risk Underwriters, RSUM’s critical CAT managing general underwriter). The consortium stamps will begin joining facilities at their natural renewals starting August 1st.

Miles Wuller, CEO of RSUM, commented, “We are proud of both the continued interest in our portfolio and our ability to transform our diverse, highly curated, well-performing family of businesses into an accessible specialty insurance asset. Moreover, we are pleased to contribute broad-based data and structural efficiency to the specialty marketplace.

“I would like to highlight the forward-looking investment Ardonagh has made in Axiiem, its technology-enabled digital exchange, which will serve as the facilitation agent for the structure,” Miles added. “We appreciate Lloyd’s constructive support throughout the process, helping bring together market-leading expertise and capacity. Additionally, we would like to thank Markel for their cornerstone support, and all the new and existing syndicate stakeholders that brought this transaction to life.”

About Ryan Specialty Underwriting Managers

Ryan Specialty Underwriting Managers is an industry leader in delegated authority underwriting services. Our family of managing general underwriters and national programs have the expertise and authority to design, underwrite, bind, and administer a diverse portfolio of risks. Our value proposition originates with our 1500+ industry professionals who are empowered by centralized technical support and policy lifecycle administration, coupled with a broad distribution network of retail and wholesale brokers. We have been diligently servicing our valued clients and trading partners since our establishment in 2010 and now have operations in North America, the UK, Europe, the Middle East and Asia Pacific. To learn more, please visit rsum.com.

More News From Ryan Specialty

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2026-06-28 13:44 3mo ago
2026-06-28 08:00 3mo ago
Člen představenstva Ryan Specialty Holdings koupil 3 000 akcií
RYAN Ryan Specialty Group Holdings
FMP Stock News 72
Original source text
Anthony J. Kuczinski, a member of the Board of Directors of Ryan Specialty Holdings (RYAN +8.15%), reported the purchase of 3,000 shares of Common Stock in multiple open-market transactions on June 11 and June 12, 2026, according to the SEC Form 4 filing.

Transaction summaryMetricValueShares traded3,000Transaction value~$105KPost-transaction shares (direct)13,072Post-transaction value (direct ownership)~$466KTransaction value based on SEC Form 4 weighted average purchase price ($34.99); post-transaction value based on June 12, 2026 market close.

Key questionsWhat is the magnitude of this transaction relative to Kuczinski's prior activity?
This purchase of 3,000 shares is the largest single transaction by share count for Kuczinski over the past two years, significantly exceeding the previous purchase of 300 shares in May of 2025.How does this acquisition affect current direct ownership?
The transaction increased direct Common Stock holdings by 29.79%, bringing the post-trade total to 13,072 shares.Was the transaction executed at a discount or premium to recent market prices?
The weighted average purchase price was $34.99 per share, which is less than the June 12, 2026 closing price of $35.64, following a -46.93% one-year total decline in the stock as of the transaction date.What does the transaction imply about available capacity and ongoing accumulation?
With no shares sold in the past year and overall direct holdings rising, the activity signals ongoing accumulation capacity, supported by a direct and unleveraged position without derivative mechanics.Company overviewMetricValueMarket capitalization$10.3 billionRevenue (TTM)$3.16 billionNet income (TTM)$108.69 million1-year price change-46.93%* 1-year price change calculated using June 12, 2026 as the reference date.

Company snapshotRyan Specialty Holdings offers specialized insurance products and solutions, including wholesale brokerage, underwriting, product development, administration, and risk management services.It operates as a wholesale broker and managing underwriter, generating revenue through distribution and underwriting fees from insurance brokers, agents, and carriers.The company serves insurance intermediaries and carriers seeking tailored risk solutions in the specialty insurance market.Ryan Specialty Holdings is a leading provider of specialty insurance solutions with a focus on wholesale brokerage and managing underwriting services. The company leverages its scale and expertise to deliver comprehensive products and risk management to insurance intermediaries and carriers. Its business model emphasizes fee-based revenue streams and strategic positioning within the specialty insurance sector.

What this transaction means for investorsDirector Anthony Kuczinski’s June 11 and 12 purchase of Ryan Specialty Holdings stock suggests he has a bullish outlook towards the company. This is reinforced by the substantial size of his buy, which increased holdings nearly 30%.

It seems Kuczinski was capitalizing on the the fall in Ryan Specialty shares, which hit a 52-week low $29.28 in May. The drop was due to the company lowering its 2026 guidance from year-over-year organic revenue growth in the high single digits to the mid-single digits. The insurance industry is seeing softness, which contributed to the lower forecast.

That said, Ryan Specialty’s 2026 is off to a strong start. Revenue in the first quarter rose 15% year over year to $795.2 million, while net income came in at $40.6 million, a dramatic reversal from the $4.4 million net loss in the prior year.

Ryan Specialty’s success and its share price drop may have been catalysts for Kuczinski’s buy. Moreover, the stock’s price-to-sales ratio of 1.7 is near a low point for the past year, indicating its valuation is at an appealing level, and suggesting now is a good time to buy.

Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.