Ryan Specialty Holdings, Inc.

NYSE:RYAN Voorraadrapport

Marktkapitalisatie: US$10.5b

Ryan Specialty Holdings Toekomstige groei

Future criteriumcontroles 4/6

Ryan Specialty Holdings zal naar verwachting groeien in winst en omzet met respectievelijk 44.8% en 7.6% per jaar. De winst per aandeel zal naar verwachting groeien met 39.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 85.4% zijn.

Belangrijke informatie

44.8%

Groei van de winst

39.28%

Groei van de winst per aandeel

Insurance winstgroei1.1%
Inkomstengroei7.6%
Toekomstig rendement op eigen vermogen85.44%
Dekking van analisten

Good

Laatst bijgewerkt25 Aug 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • Aug 27

RYAN: Raised Price Views And Buyback Activity Will Support Future Upside

Ryan Specialty Holdings now carries a slightly higher analyst price target of $71.36, up from $67.24, as analysts refresh their models following broadly solid Q2 results across the property and casualty space, alongside ongoing debate about growth deceleration, competition, and margin sustainability. Analyst Commentary Bullish analysts see the latest Q2 reporting season as a key support for Ryan Specialty Holdings, with a series of higher price targets reflecting confidence in the companys execution and earnings resilience.
Narratiefupdate • Aug 13

RYAN: Share Repurchases Will Support Q2 Momentum Through Softer Pricing Cycle

Analysts recently lifted the fair value estimate for Ryan Specialty Holdings from $45.88 to $50.72, reflecting higher Street price targets in the $39 to $69 range and updated assumptions for slightly stronger revenue growth, wider profit margins and a lower future P/E multiple. Analyst Commentary Recent research on Ryan Specialty Holdings shows a mix of optimism and caution, with many firms adjusting price targets higher while still debating the durability of growth and the right valuation level for the stock.
Narratiefupdate • Jul 30

RYAN: Softer Pricing And Buybacks Will Offset Catastrophe And Cycle Risks

Ryan Specialty Holdings' analyst fair value estimate has been revised higher to $45.88 from $43.29 as analysts factor in updated price targets across the Street, along with a mix of views on how soft commercial pricing, catastrophe exposure and recent buyback activity could influence growth, profitability and future P/E assumptions. Analyst Commentary Recent Street research on Ryan Specialty Holdings shows a mix of optimism and caution around growth, execution and valuation as commercial pricing softens and catastrophe trends remain a focus.
Narratiefupdate • Jul 16

RYAN: Prolonged P&C Price Softening Will Challenge Execution Against Growth Expectations

Analysts trimmed the Ryan Specialty fair value estimate to $34 from $36, reflecting slightly higher discount rate assumptions and more cautious views on revenue growth, profit margins, and future P/E in light of recent mixed shifts in Street price targets across the insurance broker group. Analyst Commentary Street research on Ryan Specialty Holdings shows a mixed backdrop, with several price target raises alongside more cautious views on growth, valuation, and the commercial property and casualty cycle.
Narratiefupdate • Jul 01

RYAN: Softer Pricing And Buybacks Will Shape Earnings Resilience Outlook

Analysts have reset the fair value estimate for Ryan Specialty Holdings to $43.29 from $55.25. This reflects a series of revised price targets around $39 to $44 as they factor in softer commercial property and casualty pricing alongside resilient earnings and margins.
Narratiefupdate • Jun 17

RYAN: Expanded Buyback And Insider Buying Will Support Future Share Price

The analyst price target for Ryan Specialty Holdings has narrowed slightly to align with a mix of recent cuts and one increase across the Street, reflecting concerns about softer commercial property and casualty pricing, alongside support from the expanded $300M share buyback program. Analyst Commentary Recent research on Ryan Specialty Holdings shows a split view, with some firms trimming expectations around commercial property and casualty trends while others point to shareholder returns and execution as support for the stock.
Narratiefupdate • Jun 03

RYAN: Expanded Buyback And AI Productivity Are Expected To Support Earnings

Ryan Specialty Holdings' updated analyst price target has shifted as analysts weigh a $2 change in Street targets, Ryan Specialty's expanded $300M buyback, and group wide revisions tied to slower premium growth and AI related concerns about broker disruption. Analyst Commentary Recent Street research around Ryan Specialty reflects a mix of caution on premium trends and AI related disruption, alongside a cluster of target changes that still frame the stock within an active rerating debate.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.

Winst- en omzetgroeiprognoses

NYSE:RYAN - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20283,825409777N/A10
12/31/20273,532372660N/A15
12/31/20263,288271593N/A15
6/30/20263,16399493559N/A
3/31/20263,101109552619N/A
12/31/20252,99563573644N/A
9/30/20252,90671569640N/A
6/30/20252,75558510571N/A
3/31/20252,59451432489N/A
12/31/20242,45695468515N/A
9/30/20242,325102439482N/A
6/30/20242,22478440487N/A
3/31/20242,11764485520N/A
12/31/20232,02761447477N/A
9/30/20231,93557408435N/A
6/30/20231,85574294316N/A
3/31/20231,77368218242N/A
12/31/20221,71262313336N/A
9/30/20221,663-19255270N/A
6/30/20221,608-32-25330N/A
3/31/20221,5086-70283N/A
12/31/20211,432-7-79273N/A
9/30/20211,38151-64288N/A
6/30/20211,26563166175N/A
3/31/20211,121508393N/A
12/31/20201,01768118135N/A
12/31/201975864N/A150N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei RYAN ( 44.8% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van RYAN ( 44.8% per jaar) zal naar verwachting sneller groeien dan de US markt ( 17.4% per jaar).

Hoge groeiwinsten: De winst van RYAN zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van RYAN ( 7.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13.5% per jaar).

Hoge groei-inkomsten: De omzet van RYAN ( 7.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen RYAN zal naar verwachting over 3 jaar zeer hoog zijn ( 85.4 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/09 16:11
Aandelenkoers aan het einde van de dag2026/09/09 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Ryan Specialty Holdings, Inc. wordt gevolgd door 24 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Tracy Dolin-BenguiguiBarclays
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research