The Manufacturers Life Insurance Company Has $18.40 Million Holdings in Ryan Specialty Holdings Inc. $RYAN

The Manufacturers Life Insurance Company lessened its position in Ryan Specialty Holdings Inc. (NYSE:RYAN) by 14.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 545,254 shares of the company’s stock after selling 94,152 shares during the period. The Manufacturers Life Insurance Company’s holdings in Ryan Specialty were worth $18,397,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of RYAN. Los Angeles Capital Management LLC bought a new stake in Ryan Specialty during the fourth quarter valued at about $25,000. Advisory Services Network LLC acquired a new stake in shares of Ryan Specialty in the third quarter valued at about $28,000. SBI Securities Co. Ltd. increased its stake in shares of Ryan Specialty by 6,322.2% in the fourth quarter. SBI Securities Co. Ltd. now owns 578 shares of the company’s stock worth $30,000 after purchasing an additional 569 shares during the period. Parallel Advisors LLC increased its stake in shares of Ryan Specialty by 54.9% in the first quarter. Parallel Advisors LLC now owns 1,013 shares of the company’s stock worth $34,000 after purchasing an additional 359 shares during the period. Finally, Caitong International Asset Management Co. Ltd lifted its position in shares of Ryan Specialty by 173.7% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 709 shares of the company’s stock worth $37,000 after purchasing an additional 450 shares during the last quarter. Institutional investors and hedge funds own 84.82% of the company’s stock.

Analyst Upgrades and Downgrades

RYAN has been the subject of several recent analyst reports. Wolfe Research downgraded Ryan Specialty from an “outperform” rating to a “peer perform” rating in a research note on Thursday, July 9th. Cantor Fitzgerald lifted their price target on Ryan Specialty from $33.00 to $34.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. Keefe, Bruyette & Woods upped their price target on Ryan Specialty from $48.00 to $54.00 and gave the stock an “outperform” rating in a report on Friday. Barclays upped their price target on Ryan Specialty from $46.00 to $48.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Royal Bank Of Canada raised their price objective on shares of Ryan Specialty from $45.00 to $55.00 and gave the stock an “outperform” rating in a research note on Friday. Eight analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $52.00.

Ryan Specialty Trading Up 0.4%

Shares of RYAN opened at $44.26 on Friday. The stock’s 50-day moving average price is $37.74 and its 200 day moving average price is $38.43. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 2.90. The firm has a market capitalization of $11.67 billion, a price-to-earnings ratio of 61.47, a P/E/G ratio of 0.96 and a beta of 0.61. Ryan Specialty Holdings Inc. has a 12-month low of $29.28 and a 12-month high of $61.85.

Ryan Specialty (NYSE:RYAN) last announced 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. Ryan Specialty had a return on equity of 42.02% and a net margin of 7.55%.The company had revenue of $916.65 million during the quarter, compared to the consensus estimate of $873.93 million. During the same quarter last year, the company earned $0.66 EPS. The company’s quarterly revenue was up 7.2% on a year-over-year basis. As a group, research analysts predict that Ryan Specialty Holdings Inc. will post 2.08 earnings per share for the current year.

Ryan Specialty Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 25th. Investors of record on Tuesday, August 11th will be paid a $0.13 dividend. This represents a $0.52 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, August 11th. Ryan Specialty’s dividend payout ratio is presently 67.53%.

Ryan Specialty declared that its board has initiated a stock buyback program on Tuesday, May 26th that allows the company to repurchase $300.00 million in shares. This repurchase authorization allows the company to buy up to 3.5% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In other Ryan Specialty news, EVP Mark Stephen Katz purchased 3,215 shares of the stock in a transaction 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 acquisition, the executive vice president directly owned 4,332 shares of the company’s stock, valued at $134,595.24. This represents a 287.82% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Chairman Patrick G. Ryan acquired 120,000 shares of the company’s stock in a transaction dated Friday, June 5th. The stock was acquired at an average price of $32.50 per share, with a total value of $3,900,000.00. Following the purchase, the chairman owned 13,817,859 shares in the company, valued at approximately $449,080,417.50. This represents a 0.88% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought a total of 130,715 shares of company stock valued at $4,263,590 over the last ninety days. 52.03% of the stock is owned by company insiders.

Trending Headlines about Ryan Specialty

Here are the key news stories impacting Ryan Specialty this week:

• Positive Sentiment: Second-quarter revenue rose 7.2% year over year to $916.6 million, exceeding the $873.9 million analyst consensus. Adjusted earnings of $0.74 per share also surpassed estimates of approximately $0.60–$0.61 and increased from $0.66 a year earlier. Ryan Specialty Reports Second Quarter 2026 Results
• Positive Sentiment: Management guided 2026 organic revenue growth toward the higher end of its mid-single-digit range, reinforcing expectations for continued expansion. Keefe, Bruyette & Woods raised its price target from $48 to $54 and upgraded or maintained an “outperform” rating, signaling increased confidence in the company’s outlook. Ryan Specialty 2026 Guidance
• Positive Sentiment: Ryan Specialty declared a quarterly dividend of $0.13 per share, equivalent to $0.52 annually and an approximately 1.1% yield. The payout adds shareholder returns, although the dividend is not the primary earnings catalyst.
• Neutral Sentiment: The earnings beat prompted broader analyst estimate increases and helped drive a sharp post-results advance in the stock. However, shares trade at a relatively elevated valuation, with a reported P/E ratio above 57, leaving the stock sensitive to any slowdown in growth or profitability.
• Negative Sentiment: Organic revenue growth moderated to 6.7% from 7.1% a year earlier, while management expects the 2026 adjusted EBITDAC margin to decline by 50–100 basis points. Reports also noted that the excess-and-surplus insurance market is slowing, creating a risk to future growth and margins. Ryan Specialty Q2 Revenue and E&S Market

Ryan Specialty Profile

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.