Ryan Specialty (RYAN)

New Ryan Specialty, LLC • Ryan Specialty, LLC • Ryan Services Group, LLC • RSG Underwriting Managers, LLC • CorRisk Solutions, a series of RSG Underwriting Managers, LLC • Emerald Underwriting Managers, a series of RSG Underwriting Managers, LLC • EmergIn Risk, a series of RSG Underwriting Managers, LLC • Life Science Risk, a series of RSG Underwriting Managers, LLC • Power Energy • Ryan Specialty Transactional Risks US, a series of RSG Underwriting Managers, LLC ...

RYAN stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$81.25

Low target

$72.00

High target

$90.00

BMO Capital

Upgraded

Outperform

$75.00

24 Sep 24

Latest filings (excl ownership)

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8-K

Entry into a Material Definitive Agreement

9 Dec 24

8-K

Ryan Specialty, LLC Upsizes and Prices $600 Million of Senior Secured Notes

31 Oct 24

Ryan Specialty Reports Third Quarter 2024 Results

30 Oct 24

8-K

Entry into a Material Definitive Agreement

19 Sep 24

8-K

Ryan Specialty, LLC Upsizes and Prices $600 Million of Senior Secured Notes

5 Sep 24

8-K

Ryan Specialty, LLC Launches Private Offering of $500 Million of Senior Secured Notes

5 Sep 24

8-K

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

3 Sep 24

8-K

Ryan Specialty Signs Definitive Agreement

1 Aug 24

8-K

Ryan Specialty Reports Second Quarter 2024 Results

1 Aug 24

Transcripts

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RYAN

Earnings call transcript

2024 Q3

30 Oct 24

RYAN

Earnings call transcript

2024 Q2

1 Aug 24

RYAN

Earnings call transcript

2024 Q1

2 May 24

RYAN

Earnings call transcript

2023 Q4

27 Feb 24

RYAN

Earnings call transcript

2023 Q3

2 Nov 23

RYAN

Earnings call transcript

2023 Q2

3 Aug 23

RYAN

Earnings call transcript

2023 Q2

3 Aug 23

RYAN

Earnings call transcript

2023 Q1

4 May 23

RYAN

Earnings call transcript

2023 Q1

4 May 23

RYAN

Earnings call transcript

2022 Q4

28 Feb 23

Latest ownership filings

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NICHOLAS DOMINIC CORTEZI

23 Dec 24

144

Notice of proposed sale of securities

20 Dec 24

144

Notice of proposed sale of securities

18 Dec 24

144

Notice of proposed sale of securities

18 Dec 24

NICHOLAS DOMINIC CORTEZI

Notice of proposed sale of securities

17 Dec 24

144

Notice of proposed sale of securities

17 Dec 24

144

Notice of proposed sale of securities

16 Dec 24

144

Notice of proposed sale of securities

16 Dec 24

Financial summary

Financial statements Chart RYAN financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2024

RYAN institutional ownership history Ownership history

36.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	161	231	-30.3%
Opened positions	67	183	-63.4%
Closed positions	137	6	+2183.3%
Increased positions	42	13	+223.1%
Reduced positions	36	18	+100.0%

13F shares	Current	Prev Q	Change
Total value	1.90 tn	3.94 tn	-51.6%
Total shares	43.45 mm	83.27 mm	-47.8%
Total puts	16.70 k	263.10 k	-93.7%
Total calls	82.80 k	85.00 k	-2.6%
Total put/call ratio	0.2	3.1	-93.5%

Largest owners	Shares	Value	Change
Champlain Investment Partners	4.84 mm	$280.56 bn	-1.9%
Zimmer Partners	4.55 mm	$263.55 bn	NEW
ONEX Onex	4.15 mm	$224.73 mm	0.0%
STT State Street	3.22 mm	$186.70 bn	+64.2%
JHG Janus Henderson	3.13 mm	$181.54 bn	NEW
T. Rowe Price Investment Management	2.56 mm	$148.33 mm	+26.7%
BCS Barclays	1.62 mm	$94.07 mm	+3.2%
Alliancebernstein	1.61 mm	$93.48 bn	-0.4%
Polar Capital	1.52 mm	$87.73 bn	0.0%
CMTDF Sumitomo Mitsui Trust	1.46 mm	$84.56 bn	-0.3%

Largest transactions	Shares	Bought/sold	Change
Kayne Anderson Rudnick Investment Management	0.00	-9.69 mm	EXIT
Vanguard	0.00	-9.11 mm	EXIT
BLK BlackRock	0.00	-6.03 mm	EXIT
Capital World Investors	0.00	-5.89 mm	EXIT
Zimmer Partners	4.55 mm	+4.55 mm	NEW
JHG Janus Henderson	3.13 mm	+3.13 mm	NEW
Blair William & Co	0.00	-2.77 mm	EXIT
Artisan Partners Limited Partnership	0.00	-1.96 mm	EXIT
Bessemer	0.00	-1.93 mm	EXIT
Victory Capital Management	0.00	-1.79 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

RYAN insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
20 Dec 24	Nicholas Dominic Cortezi	Class A Common Stock	Sell	Dispose S	Yes	No	65	91	5.92 k	50,309
18 Dec 24	Nicholas Dominic Cortezi	Class A Common Stock	Sell	Dispose S	Yes	No	65.1796	4,900	319.38 k	50,400
18 Dec 24	Nicholas Dominic Cortezi	Class A Common Stock	Sell	Dispose S	Yes	No	65.1718	30,100	1.96 mm	309,600
17 Dec 24	Nicholas Dominic Cortezi	Class A Common Stock	Sell	Dispose S	Yes	No	65.619	4,900	321.53 k	55,300
17 Dec 24	Nicholas Dominic Cortezi	Class A Common Stock	Sell	Dispose S	Yes	No	65.5038	30,100	1.97 mm	339,700
16 Dec 24	Mark Stephen Katz	Class A Common Stock	Sell	Dispose S	No	No	66.5749	15,000	998.62 k	0
16 Dec 24	Mark Stephen Katz	Class A Common Stock	Conversion	Acquire C	No	No	0	15,000	0.00	15,000
16 Dec 24	Mark Stephen Katz	Class B Common Stock	Conversion	Dispose C	No	No	0	15,000	0.00	41,117
16 Dec 24	Mark Stephen Katz	Common Units Class A Common Stock	Conversion	Dispose C	No	No	0	15,000	0.00	41,117
16 Dec 24	Nicholas Dominic Cortezi	Class A Common Stock	Sell	Dispose S	Yes	No	67.4458	352	23.74 k	60,200