Ryan Specialty Holdings Gestione
Criteri Gestione verificati 4/4
Ryan Specialty Holdings Il CEO è Tim Turner, nominato in Oct2024, e ha un mandato di 1.58 anni. la retribuzione annua totale è $ 1.45M, composta da 99.2% di stipendio e 0.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.01% delle azioni della società, per un valore di $ 851.90K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 6.8 anni.
Informazioni chiave
Tim Turner
Amministratore delegato
US$1.5m
Compenso totale
| Percentuale dello stipendio del CEO | 99.19% |
| Mandato del CEO | 1.6yrs |
| Proprietà del CEO | 0.01% |
| Durata media del management | 4.3yrs |
| Durata media del Consiglio di amministrazione | 6.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Apr 29
RYAN: AI Productivity And M&A Pipeline Are Expected To Sustain Earnings
Analysts have reduced the fair value estimate for Ryan Specialty Holdings from about $80.34 to $69.03. This reflects updated assumptions for slower revenue growth, slightly softer margins, and a modestly higher discount rate following a series of price target cuts across the Street.
Aggiornamento della narrazione • Apr 14
RYAN: AI Risk Repricing Will Meet Capital Returns And M&A Execution
Ryan Specialty Holdings' analyst price target has been revised lower to $36 from $43, as analysts incorporate more cautious assumptions on revenue growth, profit margins, and future P/E multiples following a broad series of recent target cuts across the broker group. Analyst Commentary Recent research points to a clear shift toward more cautious assumptions on Ryan Specialty Holdings, with several firms trimming price targets and at least one downgrade reflecting concern around growth durability, margins, and valuation support.Aggiornamento della narrazione • Mar 31
RYAN: AI Productivity And Capital Returns Will Support Future Repricing
Analysts have lowered price targets on Ryan Specialty Holdings by roughly $5 to $15 to reflect concerns about slower excess and surplus market growth and fears of AI-related disruption, even as some point to potential support from AI-driven productivity and margins that appear more resilient than recent trading suggests. Analyst Commentary Recent Street research on Ryan Specialty reflects a clear tilt toward more cautious views, with several firms cutting price targets and, in at least one case, lowering the stock rating.
Aggiornamento della narrazione • Mar 17
RYAN: Core Brokerage Role Will Benefit From AI Productivity Tailwind
The updated analyst price target for Ryan Specialty Holdings edges up to $55.25 from $54.88, as analysts weigh softer revenue growth assumptions against slightly higher margin expectations and a modestly lower future P/E. They are also factoring in recent sector wide target cuts tied to AI disruption concerns and excess and surplus market deceleration.Aggiornamento della narrazione • Mar 03
RYAN: Core Brokerage Role Will Withstand Softer P And C Cycle
Analysts have trimmed their fair value estimate for Ryan Specialty Holdings from about $66.53 to $54.88, reflecting lower Street price targets in the $43 to $65 range and updated expectations for slower revenue growth, softer profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research around Ryan Specialty Holdings has turned more cautious overall, with several firms cutting price targets and, in one case, lowering the rating.Aggiornamento della narrazione • Feb 17
RYAN: Softening P&C Cycle And Capital Moves Will Shape Future Repricing
Analysts have trimmed the fair value estimate for Ryan Specialty Holdings to $43 from $52, reflecting updated views on slower revenue growth assumptions, slightly lower profit margins, and a reduced future P/E multiple across recent Street research. Analyst Commentary Recent Street research on Ryan Specialty Holdings has shifted in a more cautious direction, with several bearish analysts trimming price targets and highlighting potential pressure on growth, margins, and valuation multiples.Aggiornamento della narrazione • Feb 03
RYAN: Double Digit Organic Expansion Is Expected To Sustain Earnings Through Softer P&C Cycle
Analysts now estimate Ryan Specialty Holdings' fair value at about $80.34, up from $76.00. This change reflects updated assumptions for slower revenue growth, lower profit margins, and a higher future P/E multiple across recent P&C insurance sector research.Aggiornamento della narrazione • Jan 19
RYAN: Softening P&C Cycle And Governance Shift Will Shape Future Share Repricing
Analysts have trimmed their fair value estimate for Ryan Specialty Holdings to $52 from $58, reflecting a lower future P/E assumption, while updated models still factor in steady revenue growth and margins across a softening property and casualty cycle. Analyst Commentary Recent Street research on Ryan Specialty presents a mixed picture, with several firms trimming price targets even as some maintain positive ratings.Aggiornamento della narrazione • Jan 05
RYAN: Double Digit Organic Expansion Outlook Will Drive Future Share Repricing
Analysts have trimmed their fair value estimate for Ryan Specialty Holdings to $58 from $60, reflecting updated views on revenue growth potential, profit margins, and a lower future P/E multiple after a mix of recent target cuts and raises across the Street. Analyst Commentary Recent Street research on Ryan Specialty Holdings shows a mix of optimism on the business model and caution on how much investors should be willing to pay for the stock.Aggiornamento della narrazione • Dec 18
RYAN: Double Digit Organic Expansion Is Expected To Drive Strong Earnings Ahead
Analysts have trimmed their price target for Ryan Specialty Holdings to $76 from $90, reflecting a modestly higher discount rate and more measured revenue growth expectations, even as they highlight resilient profit margins, double digit organic growth prospects into 2025 and 2026, and a still supportive earnings backdrop for property and casualty insurers. Analyst Commentary Bullish analysts acknowledge a reset in valuation assumptions but continue to frame Ryan Specialty as a long term compounder, citing durable organic growth, expanding distribution, and a supportive earnings environment for specialty focused intermediaries.Aggiornamento della narrazione • Dec 04
RYAN: Double Digit Organic Expansion Will Outlast Softening Property And Casualty Cycle
Analysts have trimmed their average price target on Ryan Specialty Holdings by about $2 to roughly $66.50. This reflects slightly lower assumptions for growth and margins amid softening property and casualty pricing, even as they continue to highlight the company's double digit organic revenue prospects and generally favorable long term earnings outlook.Aggiornamento della narrazione • Nov 20
RYAN: Earnings Strength Will Overcome Sector Headwinds Into 2025
Ryan Specialty Holdings' analyst price target saw a modest increase to $68.46, reflecting analyst expectations for slightly improved revenue growth and profit margins in light of resilient earnings and favorable industry conditions. Analyst Commentary Recent analyst coverage of Ryan Specialty Holdings reflects a nuanced perspective, with sentiment split between optimism about the firm's growth prospects and caution stemming from broader sector challenges.Aggiornamento della narrazione • Nov 05
RYAN: Ongoing Earnings Resilience And Sector Demand Will Drive Upside Momentum
The average analyst price target for Ryan Specialty Holdings has been revised downward by approximately $3.69 to $68.31. This reflects more cautious near-term assumptions on margin and sector growth trends, despite ongoing buy ratings and optimism around resilient earnings and organic growth.Articolo di analisi • Nov 03
Ryan Specialty Holdings (NYSE:RYAN) Is Paying Out A Dividend Of $0.12
The board of Ryan Specialty Holdings, Inc. ( NYSE:RYAN ) has announced that it will pay a dividend on the 25th of...Aggiornamento della narrazione • Oct 22
Analysts Weigh Resilient Margins and Growth Outlook for Ryan Specialty Holdings Amid Valuation Shifts
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.Aggiornamento della narrazione • Oct 08
Emerging Risks And Data Analytics Will Expand Future Opportunities
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.Aggiornamento della narrazione • Sep 04
Emerging Risks And Data Analytics Will Expand Future Opportunities
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.Articolo di analisi • Aug 04
Ryan Specialty Holdings (NYSE:RYAN) Will Pay A Dividend Of $0.12
Ryan Specialty Holdings, Inc. ( NYSE:RYAN ) has announced that it will pay a dividend of $0.12 per share on the 26th of...
Nuova narrazione • Aug 21
Expanding Broker Networks And Tech Innovation Fuel Revenue And Margin Growth
Acquiring U.S. Assure enhances Ryan Specialty's broker network and market reach, aligning with growth sectors like construction, promising revenue increases.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$109m |
| Dec 31 2025 | US$1m | US$1m | US$63m |
| Sep 30 2025 | n/a | n/a | US$71m |
| Jun 30 2025 | n/a | n/a | US$58m |
| Mar 31 2025 | n/a | n/a | US$51m |
| Dec 31 2024 | US$6m | US$1m | US$95m |
| Sep 30 2024 | n/a | n/a | US$102m |
| Jun 30 2024 | n/a | n/a | US$78m |
| Mar 31 2024 | n/a | n/a | US$64m |
| Dec 31 2023 | US$4m | US$1m | US$61m |
| Sep 30 2023 | n/a | n/a | US$57m |
| Jun 30 2023 | n/a | n/a | US$74m |
| Mar 31 2023 | n/a | n/a | US$68m |
| Dec 31 2022 | US$5m | US$1m | US$62m |
| Sep 30 2022 | n/a | n/a | -US$19m |
| Jun 30 2022 | n/a | n/a | -US$32m |
| Mar 31 2022 | n/a | n/a | US$6m |
| Dec 31 2021 | US$9m | US$1m | -US$7m |
| Sep 30 2021 | n/a | n/a | US$51m |
| Jun 30 2021 | n/a | n/a | US$63m |
| Mar 31 2021 | n/a | n/a | US$50m |
| Dec 31 2020 | US$5m | US$1m | US$68m |
Compensazione vs Mercato: La retribuzione totale di Tim ($USD 1.45M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Tim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Tim Turner (64 yo)
1.6yrs
Mandato
US$1,454,058
Compensazione
Mr. Timothy William Turner, also known as Tim, has been a Director of Ryan Specialty Holdings, Inc. (formerly known as Ryan Specialty Group Holdings, Inc.) since 2012 and had been its President since March...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Executive Chairman | 16.3yrs | US$1.25m | 10.62% $ 933.0m | |
| CEO & Director | 1.6yrs | US$1.45m | 0.0097% $ 851.9k | |
| Co-President & COO | 1yr | US$2.78m | Nessun dato | |
| Executive VP & CFO | 1.6yrs | US$985.75k | 0.0064% $ 561.2k | |
| Chief Executive officer of RSG Underwriting Managers | 4.7yrs | US$1.65m | 0.072% $ 6.3m | |
| President | less than a year | Nessun dato | Nessun dato | |
| Co-President & Chief Revenue Officer | 6yrs | US$2.59m | 0.058% $ 5.1m | |
| Chief Information Officer | 3.8yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP | 6.8yrs | Nessun dato | Nessun dato | |
| Executive VP | 6.2yrs | US$1.57m | 0.00086% $ 75.5k | |
| Senior VP and Chief Marketing & Communications Officer | no data | Nessun dato | Nessun dato |
4.3yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di RYAN è considerato esperto (durata media dell'incarico 4.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Executive Chairman | 16.3yrs | US$1.25m | 10.62% $ 933.0m | |
| CEO & Director | 14.3yrs | US$1.45m | 0.0097% $ 851.9k | |
| Independent Director | 4.8yrs | US$282.50k | 0.0023% $ 203.8k | |
| Director | 8.3yrs | US$162.50k | 0.62% $ 54.3m | |
| Independent Director | 14.3yrs | US$293.98k | 0.046% $ 4.0m | |
| Independent Director | 14.3yrs | US$317.50k | 0.051% $ 4.5m | |
| Independent Director | 2.6yrs | US$282.50k | 0.0015% $ 135.3k | |
| Independent Lead Director | 12.3yrs | US$298.57k | 0.073% $ 6.5m | |
| Executive Chairman of Ryan Re Underwriting Managers | 5.2yrs | Nessun dato | Nessun dato | |
| Director | 4.8yrs | US$282.50k | Nessun dato | |
| Director | 2.3yrs | US$282.50k | 0.53% $ 46.8m | |
| Independent Director | 2.8yrs | US$282.50k | Nessun dato |
6.8yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RYAN sono considerati esperti (durata media dell'incarico 6.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 17:57 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ryan Specialty Holdings, Inc. è coperta da 26 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tracy Dolin-Benguigui | Barclays |
| Taylor Scott | Barclays |
| Tracy Dolin-Benguigui | Barclays |