Ryan Specialty Holdings, Inc.

NYSE:RYAN Aktierapport

Börsvärde: US$9.2b

Ryan Specialty Holdings Framtida tillväxt

Future kriterier kontrolleras 4/6

Ryan Specialty Holdings förväntas öka intäkter och intäkter med 46% respektive 9.1% per år. EPS förväntas tillväxt med 41.7% per år. Avkastningen på eget kapital förväntas bli 89.8% om 3 år.

Viktig information

46.0%

Tillväxttakt i vinsten

41.70%

Tillväxttakt för EPS

Insurance vinsttillväxt1.9%
Intäkternas tillväxttakt9.1%
Framtida avkastning på eget kapital89.83%
Bevakning av analytiker

Good

Senast uppdaterad01 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Ryan Specialty Holdings (NYSE:RYAN) Is Paying Out A Dividend Of $0.12

Nov 03
Ryan Specialty Holdings (NYSE:RYAN) Is Paying Out A Dividend Of $0.12

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.

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.

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.

Ryan Specialty Holdings (NYSE:RYAN) Will Pay A Dividend Of $0.12

Aug 04
Ryan Specialty Holdings (NYSE:RYAN) Will Pay A Dividend Of $0.12
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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.

Prognoser för vinst- och omsättningstillväxt

NYSE:RYAN - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20283,9864347875297
12/31/20273,61036366341015
12/31/20263,27925148732612
3/31/20263,100108552619N/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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: RYAN s prognostiserade vinsttillväxt ( 46% per år) är över sparkvoten ( 3.4% ).

Resultat vs marknad: RYAN s intäkter ( 46% per år) förväntas växa snabbare än marknaden för US ( 15.8% per år).

Höga tillväxtresultat: RYAN s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: RYAN s intäkter ( 9.1% per år) förväntas växa långsammare än marknaden för US ( 11.1% per år).

Hög tillväxtintäkter: RYAN s intäkter ( 9.1% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: RYAN s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 89.8 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 12:42
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ryan Specialty Holdings, Inc. bevakas av 26 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays
Taylor ScottBarclays