RYAN

RYAN SPECIALTY HOLDINGS, INC.

NYSE · Insurance Agents, Brokers & Service · Inc. DE · CIK 0001849253
$35.64 +3.33% $9.4B
Insider Buying Cluster (4 insiders)28 New Institutional Positions17 Institutional Exits
Vol
Market Cap$9.4B
Cap SizeMid Cap
Analyst ConsensusBuy (62%)
Inst. Holders50 funds
Inst. Value$2.1B
Inst. Activity28 buys / 17 sells
Insider Activity6B / 0S
Insider Net $$5.4M
SEC Reports5
Exchange NYSE·Sector Insurance Agents, Brokers & Service·Inc. DE·CIK 0001849253·Prev Close $34.49

Recent Activity

Jun 12, 2026 short_volume
Short Volume: RYAN — 62.4% short (0.9M / 1.5M)
Short: 906,221 | Exempt: 60,495 | TRF Vol: 1,453,299 | Short Ratio: 62.4% | Off-exchange volume (dar
Jun 11, 2026 SEC
Four RYAN insiders, including Executive Chairman Patrick G. Ryan and CFO Janice M. Hamilton, made open-market purchases
CLUSTER — Impact 5/10
Jun 10, 2026 Insider
ROGERS JOHN W JR bought 7,500 shares
Director @ $35.16 ($263.7K)
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)
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
Inst.
Neuberger Berman Group LLC — DOUBLED
3,105,544 shares ($104.8M)

Price Targets

$42.47 +19.2% upside Buy
Current $35.64 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 $0.60 $0.55 — $0.66 -8% YoY 19
Next Q $0.51 ▲ +0.9% $0.46 — $0.54 8% YoY 19
Current FY $2.05 ▲ +0.6% $1.95 — $2.17 5% YoY 19
Next FY $2.34 ▲ +0.6% $2.03 — $2.79 14% YoY 19

Latest Reports

BULLISH CLUSTER 5/10
Four RYAN insiders, including Executive Chairman Patrick G. Ryan and CFO Janice M. Hamilton, made open-market purchases
Jun 11, 2026
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$366.7M—
VANGUARD PORTFOLIO MANAGEMENT LLC$180.2M—
VANGUARD CAPITAL MANAGEMENT LLC$175.5M—
STATE STREET CORP$122.6M—
Neuberger Berman Group LLC$104.8MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026ROGERS JOHNBUY$263.7K
Jun 5, 2026RYAN PATRICKBUY$3.9M
Jun 3, 2026Hamilton JaniceBUY$200.3K
Jun 3, 2026KATZ MARKBUY$99.9K
May 29, 2026Bienen HenryG$0.00
50 institutional holders with $2.1B total value (61,439,922 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,869,825$366.7M17.7%—
2VANGUARD PORTFOLIO MANAGEMENT LLC5,342,267$180.2M8.7%—
3VANGUARD CAPITAL MANAGEMENT LLC5,200,792$175.5M8.5%—
4STATE STREET CORP3,633,336$122.6M5.9%—
5Neuberger Berman Group LLC3,105,544$104.8M5.0%DOUBLED +259.3%
6KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3,005,452$101.4M4.9%—
7Independent Franchise Partners LLP2,820,854$95.2M4.6%ADD +33.4%
8Polar Capital Holdings Plc2,450,000$82.7M4.0%ADD +37.6%
9BANK OF MONTREAL /CAN/2,287,875$77.2M3.7%DOUBLED +19288.8%
10MORGAN STANLEY2,278,859$76.9M3.7%—
11Clearbridge Investments, LLC1,772,666$59.8M2.9%—
12BLAIR WILLIAM & CO/IL1,641,580$55.4M2.7%TRIM -34.9%
13BANK OF AMERICA CORP /DE/1,508,083$50.9M2.5%ADD +34.8%
14Sumitomo Mitsui Trust Group, Inc.1,277,042$43.1M2.1%—
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,156,962$39.0M1.9%—
16GOLDMAN SACHS GROUP INC1,058,098$35.7M1.7%—
17Woodline Partners LP891,254$30.1M1.4%NEW
18Point72 Asset Management, L.P.879,982$29.7M1.4%NEW
19AMERIPRISE FINANCIAL INC861,884$29.1M1.4%—
20VANGUARD FIDUCIARY TRUST CO725,400$24.5M1.2%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Neuberger Berman Group LLCDOUBLED864,2593,105,544+259.3%$104.8M2026-Q1
Independent Franchise Partners LLPADD2,115,3132,820,854+33.4%$95.2M2026-Q1
Polar Capital Holdings PlcADD1,780,0002,450,000+37.6%$82.7M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED11,8002,287,875+19288.8%$77.2M2026-Q1
BLAIR WILLIAM & CO/ILTRIM2,522,4711,641,580-34.9%$55.4M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,118,5781,508,083+34.8%$50.9M2026-Q1
Woodline Partners LPNEW—891,254—$30.1M2026-Q1
Point72 Asset Management, L.P.NEW—879,982—$29.7M2026-Q1
Alyeska Investment Group, L.P.NEW—571,520—$19.3M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM769,333556,759-27.6%$18.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED36,400536,600+1374.2%$18.1M2026-Q1
MARSHALL WACE, LLPDOUBLED16,800523,515+3016.2%$17.7M2026-Q1
M&G PlcNEW—365,841—$12.4M2026-Q1
FMR LLCDOUBLED17,609326,733+1755.5%$11.0M2026-Q1
Retirement Systems of AlabamaADD136,005192,220+41.3%$6.5M2026-Q1
Gotham Asset Management, LLCDOUBLED35,591157,029+341.2%$5.3M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM194,499125,647-35.4%$4.2M2026-Q1
AGF MANAGEMENT LTDADD52,67488,868+68.7%$3.0M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDDOUBLED5,95886,695+1355.1%$2.9M2026-Q1
JENNISON ASSOCIATES LLCTRIM311,14485,994-72.4%$2.9M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD44,50160,281+35.5%$2.0M2026-Q1
STRS OHIODOUBLED2,54752,653+1967.3%$1.8M2026-Q1
CAPTRUST FINANCIAL ADVISORSTRIM79,52747,471-40.3%$1.6M2026-Q1
FIRST TRUST ADVISORS LPADD26,07646,571+78.6%$1.6M2026-Q1
Brevan Howard Capital Management LPDOUBLED17,06544,035+158.0%$1.5M2026-Q1
18 unique insiders with 33 transactions. Net insider value: $5.4M ($5.4M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026ROGERS JOHN W JRDirectorBUY7,500$35.16$263.7K
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 SDirectorGIFT2,700——
May 28, 2026Bienen Henry SDirectorGIFT5,757——
May 28, 2026Bienen Henry SDirectorGIFT5,757——
May 5, 2026RYAN PATRICK GExecutive ChairmanD1,787,446——
May 5, 2026Hamilton Janice MChief Financial OfficerAWARD33,715——
May 5, 2026Wuller Benjamin MIlesCEO RSUMAWARD33,715——
May 5, 2026KATZ MARK STEPHENEVP & General CounselAWARD33,715——
May 5, 2026MULSHINE BRENDAN MARTINCo-President and CROAWARD33,715——
May 5, 2026TURNER TIMOTHY WILLIAMChief Executive OfficerAWARD168,577——
Apr 28, 2026Bienen Henry SDirectorAWARD5,757——
Apr 28, 2026BOLGER DAVID PDirectorAWARD5,757——
Apr 28, 2026BUNGERT MICHAEL GDirectorAWARD4,615——
Apr 28, 2026COLLINS MICHELLE LDirectorAWARD5,757——
Apr 28, 2026Cornelli FrancescaDirectorAWARD5,757——
Apr 28, 2026CORTEZI NICHOLAS DOMINICDirectorAWARD5,757——
Apr 28, 2026Kuczinski Anthony JDirectorAWARD5,757——
Apr 28, 2026OHALLERAN MICHAEL DDirectorAWARD5,757——
Apr 28, 2026ROGERS JOHN W JRDirectorAWARD5,757——
Apr 28, 2026RYAN PATRICK G JRDirectorAWARD5,757——
Apr 1, 2026Conklin MichaelEVP & CHROEXERCISE7,637——
Apr 1, 2026Conklin MichaelEVP & CHROTAX W/H2,176$33.74$73.4K
Mar 3, 2026Keogh Stephen PatrickCo-President and COOAWARD24,869——
Mar 3, 2026MULSHINE BRENDAN MARTINCo-President and CROAWARD24,869——
Mar 3, 2026Conklin MichaelEVP & CHROAWARD24,869——
Mar 3, 2026Hamilton Janice MChief Financial OfficerAWARD29,843——
Mar 3, 2026KATZ MARK STEPHENEVP & General CounselAWARD24,869——
Mar 3, 2026Wuller Benjamin MIlesCEO RSUMAWARD24,869——
Feb 23, 2026RYAN PATRICK G JRDirectorBUY24,000$39.94$958.6K
Feb 20, 2026RYAN PATRICK G JRDirectorBUY365$41.41$15.1K
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.4/10.
BULLISH CLUSTER 5/10
Four RYAN insiders, including Executive Chairman Patrick G. Ryan and CFO Janice M. Hamilton, made op
Jun 11, 2026
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 +19.2% upside Buy (2.21)
$31.00 Low $76.00 High
MetricValue
Current Price$35.64
Target Low$31.00
Target Mean$42.47
Target Median$39.00
Target High$76.00
# Analysts17
RecommendationBuy (2.21)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.60 $0.55 $0.66 -8.5% +0.2% 5↑ 0↓ $0.9B 2.2% 19
Next Q
2026-09-30
 $0.51 $0.46 $0.54 7.7% +0.9% 5↑ 0↓ $0.8B 6.8% 19
Current FY
2026-12-31
 $2.05 $1.95 $2.17 4.6% +0.6% 5↑ 0↓ $3.3B 6.8% 19
Next FY
2027-12-31
 $2.34 $2.03 $2.79 14.3% +0.6% 3↑ 5↓ $3.5B 8.0% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.604
7d ago$0.604+0.001
30d ago$0.603+0.001
60d ago$0.732-0.127
90d ago$0.759-0.155
13 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 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

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

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

Jun 12, 2026
short_volume
Short Volume: RYAN — 62.4% short (0.9M / 1.5M)
Short: 906,221 | Exempt: 60,495 | TRF Vol: 1,453,299 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
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 25, 2026
dark_pool
Dark Pool: RYAN — 2.0M shares, 36,540 trades
Week starting 2026-05-25. Total ATS volume: 1,979,166 shares across 36,540 trades.
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.