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Analysts Weigh Resilient Margins and Growth Outlook for Ryan Specialty Holdings Amid Valuation Shifts

Published
21 Aug 24
Updated
22 Oct 25
AnalystConsensusTarget's Fair Value
US$72.00
27.8% undervalued intrinsic discount
22 Oct
US$51.97
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1Y
-25.8%
7D
-2.2%

Author's Valuation

US$7227.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on22 Oct 25

Analysts have slightly lowered their average price target for Ryan Specialty Holdings, noting resilient profit margins and earnings support from lighter catastrophe losses even as the sector faces growth headwinds. Analyst Commentary Recent Street research on Ryan Specialty Holdings highlights a mix of optimism and caution, reflecting varying outlooks for the company as growth moderates in the broader insurance sector.

Shared on08 Oct 25
Fair value Decreased 1.93%

Analysts have modestly reduced their price target for Ryan Specialty Holdings, citing commercial property growth headwinds and a slight decrease in projected revenue growth. The fair value estimate is now lowered by approximately $1.42 to $72.00 per share.

Shared on04 Sep 25

Amid increased competition in personal auto, softened reinsurance pricing, and pressure on underwriting margins for carriers, analysts have adopted a more cautious outlook for the sector—though brokers like Ryan Specialty are expected to demonstrate relative earnings resilience—with the consensus price target remaining unchanged at $73.42. Analyst Commentary Increased competition in the personal auto insurance market and softened reinsurance pricing, resulting in a more cautious outlook and modest reductions of price targets.

Shared on07 May 25
Fair value Decreased 55%

Shared on30 Apr 25
Fair value Decreased 1.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 0.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 100%

AnalystConsensusTarget has increased profit margin from 14.7% to 17.5% and increased future PE multiple from 29.8x to 39.3x.