RYAN

RYAN SPECIALTY HOLDINGS, INC.

NYSE · Insurance Agents, Brokers & Service · Inc. DE · CIK 0001849253
$33.34 +5.34% $8.3B
Insider Buying Cluster (3 insiders)3 New Institutional Positions
Vol
Market Cap$8.3B
Cap SizeMid Cap
Analyst ConsensusBuy (62%)
Inst. Holders9 funds
Inst. Value$897.8M
Inst. Activity3 buys / 0 sells
Insider Activity5B / 0S
Insider Net $$5.2M
SEC Reports4
Exchange NYSE·Sector Insurance Agents, Brokers & Service·Inc. DE·CIK 0001849253·Prev Close $31.65

Recent Activity

Jun 8, 2026 SEC
Three RYAN insiders purchased a total of $4.2M in open-market transactions over a 7-day window, led by Executive Chairma
CLUSTER — Impact 3/10
Jun 5, 2026 Insider
RYAN PATRICK G bought 120,000 shares
Executive Chairman @ $32.50 ($3.9M)
Jun 3, 2026 Insider
Hamilton Janice M bought 6,300 shares
Chief Financial Officer @ $31.79 ($200.3K)
Jun 3, 2026 Insider
KATZ MARK STEPHEN bought 3,215 shares
EVP & General Counsel @ $31.07 ($99.9K)
Jun 3, 2026 short_volume
Short Volume: RYAN — 60.4% short (0.4M / 0.7M)
Short: 415,918 | Exempt: 1,145 | TRF Vol: 688,233 | Short Ratio: 60.4% | Off-exchange volume (dark p
May 26, 2026 SEC
Ryan Specialty announced a $300 million increase to its share repurchase program, bringing total authorization to $600 m
8-K — Impact 4/10
Mar 30, 2026 SEC
Analysis based on filing metadata only — document content was unavailable. The case appears to involve Ryan Specialty Ho
COURT-RULING — Impact 3/10
Inst.
NORGES BANK — NEW
1,172,693 shares ($60.5M)

Price Targets

$42.47 +27.4% upside Strong Buy
Current $33.34 Low $31.00 Median $39.00 High $76.00 17 analysts
$31.00 $76.00

Analyst Ratings

Buy62% buy · 26 analysts
6Strong Buy
10Buy
9Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 UBS MAINTAIN Buy → Buy
Jun 8, 2026 Goldman Sachs DOWNGRADE Buy → Neutral
May 21, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 4, 2026 UBS MAINTAIN Buy → Buy
May 4, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.61 ▲ +0.5% $0.55 — $0.66 -8% YoY 18
Next Q $0.51 ▲ +0.9% $0.46 — $0.54 8% YoY 18
Current FY $2.05 ▲ +0.7% $1.95 — $2.17 5% YoY 18
Next FY $2.35 ▲ +0.9% $2.03 — $2.79 14% YoY 18

Latest Reports

NEUTRAL CLUSTER 3/10
Three RYAN insiders purchased a total of $4.2M in open-market transactions over a 7-day window, led by Executive Chairma
Jun 8, 2026
NEUTRAL 8-K 4/10
Ryan Specialty announced a $300 million increase to its share repurchase program, bringing total authorization to $600 m
May 26, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$528.3M—
MORGAN STANLEY$146.6MADD
NORGES BANK$60.5MNEW
BANK OF AMERICA CORP$57.8MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$55.4MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026RYAN PATRICKBUY$3.9M
Jun 3, 2026Hamilton JaniceBUY$200.3K
Jun 3, 2026KATZ MARKBUY$99.9K
May 29, 2026Bienen HenryG$0.00
May 28, 2026Bienen HenryG$0.00
9 institutional holders with $897.8M total value (17,388,388 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC10,231,737$528.3M58.8%—
2MORGAN STANLEY2,840,310$146.6M16.3%ADD +62.3%
3NORGES BANK1,172,693$60.5M6.7%NEW
4BANK OF AMERICA CORP /DE/1,118,578$57.8M6.4%ADD +47.1%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,072,703$55.4M6.2%NEW
6Mawer Investment Management Ltd.525,172$27.1M3.0%—
7WELLS FARGO & COMPANY/MN373,186$19.3M2.1%TRIM -26.6%
8RENAISSANCE TECHNOLOGIES LLC36,400$1.9M0.2%NEW
9FMR LLC17,609$909.2K0.1%ADD +68.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—1,172,693—$60.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—36,400—$1.9M2025-Q4
FMR LLCADD10,48417,609+68.0%$909.2K2025-Q4
NORGES BANKEXIT1,298,7970-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPEXIT435,8660-100.0%$0.002025-Q3
NORGES BANKNEW—1,298,797—$88.3M2025-Q2
BANK OF AMERICA CORP /DE/ADD795,9501,171,141+47.1%$79.6M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED98,778435,866+341.3%$29.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT77,7000-100.0%$0.002025-Q2
MORGAN STANLEYADD1,329,5052,158,227+62.3%$159.4M2025-Q1
UBS Group AGADD455,899613,289+34.5%$45.3M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM204,81798,778-51.8%$7.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM189,60077,700-59.0%$5.7M2025-Q1
NORGES BANKEXIT1,221,2870-100.0%$0.002025-Q1
NORGES BANKADD958,0371,221,287+27.5%$78.4M2024-Q4
UBS Group AGADD261,042455,899+74.6%$29.3M2024-Q4
WELLS FARGO & COMPANY/MNTRIM552,644405,433-26.6%$26.0M2024-Q4
CITADEL ADVISORS LLCTRIM446,244272,862-38.9%$17.5M2024-Q4
MORGAN STANLEYADD1,018,9281,396,350+37.0%$92.7M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—938,187—$62.3M2024-Q3
18 unique insiders with 5 transactions. Net insider value: $5.2M ($5.2M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026RYAN PATRICK GExecutive ChairmanBUY120,000$32.50$3.9M
Jun 3, 2026Hamilton Janice MChief Financial OfficerBUY6,300$31.79$200.3K
Jun 3, 2026KATZ MARK STEPHENEVP & General CounselBUY3,215$31.07$99.9K
May 29, 2026Bienen Henry SDirectorG2,700$0.00$0.00
May 28, 2026Bienen Henry SDirectorG5,757$0.00$0.00
May 28, 2026Bienen Henry SDirectorG5,757$0.00$0.00
May 5, 2026RYAN PATRICK GExecutive ChairmanD1,787,446$0.00$0.00
May 5, 2026Hamilton Janice MChief Financial OfficerA33,715$0.00$0.00
May 5, 2026Wuller Benjamin MIlesCEO RSUMA33,715$0.00$0.00
May 5, 2026KATZ MARK STEPHENEVP & General CounselA33,715$0.00$0.00
May 5, 2026MULSHINE BRENDAN MARTINCo-President and CROA33,715$0.00$0.00
May 5, 2026TURNER TIMOTHY WILLIAMChief Executive OfficerA168,577$0.00$0.00
Apr 28, 2026Bienen Henry SDirectorA5,757$0.00$0.00
Apr 28, 2026BOLGER DAVID PDirectorA5,757$0.00$0.00
Apr 28, 2026BUNGERT MICHAEL GDirectorA4,615$0.00$0.00
Apr 28, 2026COLLINS MICHELLE LDirectorA5,757$0.00$0.00
Apr 28, 2026Cornelli FrancescaDirectorA5,757$0.00$0.00
Apr 28, 2026CORTEZI NICHOLAS DOMINICDirectorA5,757$0.00$0.00
Apr 28, 2026Kuczinski Anthony JDirectorA5,757$0.00$0.00
Apr 28, 2026OHALLERAN MICHAEL DDirectorA5,757$0.00$0.00
Apr 28, 2026ROGERS JOHN W JRDirectorA5,757$0.00$0.00
Apr 28, 2026RYAN PATRICK G JRDirectorA5,757$0.00$0.00
Apr 1, 2026Conklin MichaelEVP & CHROM7,637$0.00$0.00
Apr 1, 2026Conklin MichaelEVP & CHROM7,637$0.00$0.00
Apr 1, 2026Conklin MichaelEVP & CHROF2,176$33.74$73.4K
Mar 3, 2026Keogh Stephen PatrickCo-President and COOA24,869$0.00$0.00
Mar 3, 2026MULSHINE BRENDAN MARTINCo-President and CROA24,869$0.00$0.00
Mar 3, 2026Conklin MichaelEVP & CHROA24,869$0.00$0.00
Mar 3, 2026Hamilton Janice MChief Financial OfficerA29,843$0.00$0.00
Mar 3, 2026KATZ MARK STEPHENEVP & General CounselA24,869$0.00$0.00
Mar 3, 2026Wuller Benjamin MIlesCEO RSUMA24,869$0.00$0.00
Feb 23, 2026RYAN PATRICK G JRDirectorBUY24,000$39.94$958.6K
Feb 20, 2026RYAN PATRICK G JRDirectorBUY365$41.41$15.1K
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.0/10.
NEUTRAL CLUSTER 3/10
Three RYAN insiders purchased a total of $4.2M in open-market transactions over a 7-day window, led
Jun 8, 2026
NEUTRAL 8-K 4/10
Ryan Specialty announced a $300 million increase to its share repurchase program, bringing total aut
May 26, 2026
NEUTRAL COURT-RULING 3/10
Analysis based on filing metadata only — document content was unavailable. The case appears to invol
Mar 30, 2026
NEUTRAL DEFA14A 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 17, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (62% buy). Based on 26 analysts: 6 strong buy, 10 buy, 9 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$42.47 mean target +27.4% upside Strong Buy (2.17)
$31.00 Low $76.00 High
MetricValue
Current Price$33.34
Target Low$31.00
Target Mean$42.47
Target Median$39.00
Target High$76.00
# Analysts17
RecommendationStrong Buy (2.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.61 $0.55 $0.66 -8.2% +0.5% 0↑ 17↓ $0.9B 2.2% 18
Next Q
2026-09-30
 $0.51 $0.46 $0.54 7.7% +0.9% 1↑ 15↓ $0.8B 6.8% 18
Current FY
2026-12-31
 $2.05 $1.95 $2.17 4.7% +0.7% 0↑ 19↓ $3.3B 6.9% 18
Next FY
2027-12-31
 $2.35 $2.03 $2.79 14.5% +0.9% 3↑ 5↓ $3.5B 8.0% 18

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.606
7d ago$0.604+0.002
30d ago$0.603+0.003
60d ago$0.732-0.126
90d ago$0.759-0.153
13 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 UBS MAINTAIN Buy Buy
Jun 8, 2026 Goldman Sachs DOWNGRADE Buy Neutral
May 21, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 4, 2026 UBS MAINTAIN Buy Buy
May 4, 2026 Citigroup MAINTAIN Buy Buy
May 1, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 1, 2026 Barclays MAINTAIN Overweight Overweight
May 1, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 1, 2026 Wells Fargo DOWNGRADE Overweight Equal-Weight
Apr 14, 2026 B of A Securities MAINTAIN Buy Buy
Apr 13, 2026 Mizuho MAINTAIN Neutral Neutral
Apr 9, 2026 JP Morgan MAINTAIN Underweight Underweight
Apr 9, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 9, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Apr 8, 2026 UBS MAINTAIN Buy Buy
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Apr 8, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 23, 2026 Citigroup MAINTAIN Buy Buy
Mar 11, 2026 Barclays MAINTAIN Overweight Overweight
Feb 27, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 25, 2026 BMO Capital DOWNGRADE Outperform Market Perform
Feb 23, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 17, 2026 UBS MAINTAIN Buy Buy
Feb 17, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Feb 13, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 13, 2026 Barclays MAINTAIN Overweight Overweight
Feb 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 13, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 14, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Jan 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 8, 2026 Barclays MAINTAIN Overweight Overweight
Jan 7, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 7, 2026 JP Morgan MAINTAIN Underweight Underweight
Dec 16, 2025 Mizuho INITIATE — Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661091062%
May 1, 202661181065%
Apr 1, 202661171068%
Mar 1, 202661071067%
Feb 1, 202661161071%
Jan 1, 202661161071%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
short_volume
Short Volume: RYAN — 60.4% short (0.4M / 0.7M)
Short: 415,918 | Exempt: 1,145 | TRF Vol: 688,233 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: RYAN — 61.0% short (0.4M / 0.7M)
Short: 443,592 | Exempt: 185 | TRF Vol: 727,614 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: RYAN — 70.4% short (0.4M / 0.6M)
Short: 396,266 | Exempt: 65 | TRF Vol: 563,004 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: RYAN — 58.6% short (0.3M / 0.5M)
Short: 316,680 | Exempt: 1 | TRF Vol: 540,021 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RYAN — 61.9% short (0.5M / 0.8M)
Short: 517,100 | Exempt: 0 | TRF Vol: 835,657 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: RYAN — 57.5% short (0.5M / 0.8M)
Short: 452,630 | Exempt: 966 | TRF Vol: 786,772 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: RYAN — 2.4M shares, 40,773 trades
Week starting 2026-05-18. Total ATS volume: 2,360,011 shares across 40,773 trades.
May 15, 2026
short_volume
Short Volume: RYAN — 56.8% short (0.4M / 0.7M)
Short: 419,982 | Exempt: 365 | TRF Vol: 738,890 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: RYAN — 154,161 shares ($4.7M) failed to deliver
Settlement: 20260514, Price: $30.27, FTD Value: $4,666,453.47, RYAN SPECIALTY HOLDINGS INC CL
May 13, 2026
short_volume
Short Volume: RYAN — 59.6% short (0.5M / 0.8M)
Short: 479,468 | Exempt: 2,224 | TRF Vol: 805,045 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: RYAN — 86,886 shares ($2.7M) failed to deliver
Settlement: 20260512, Price: $31.29, FTD Value: $2,718,662.94, RYAN SPECIALTY HOLDINGS INC CL
May 11, 2026
short_volume
Short Volume: RYAN — 69.3% short (0.9M / 1.3M)
Short: 931,806 | Exempt: 160 | TRF Vol: 1,345,351 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: RYAN — 3.1M shares, 50,996 trades
Week starting 2026-05-11. Total ATS volume: 3,082,917 shares across 50,996 trades.
May 8, 2026
short_volume
Short Volume: RYAN — 60.7% short (0.4M / 0.7M)
Short: 441,249 | Exempt: 3,566 | TRF Vol: 726,534 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: RYAN — 68,911 shares ($2.2M) failed to deliver
Settlement: 20260508, Price: $31.71, FTD Value: $2,185,167.81, RYAN SPECIALTY HOLDINGS INC CL