Market Cap
$9.5B
RYAN
RYAN SPECIALTY HOLDINGS, INC.
$37.67 ▼ -1.88%
Prev close $38.39Market cap$9.5B
ConsensusHold
12-mo target$50.09 (+33.0%)
▲ Neutral
Analyst conviction 5/10
Insider Buying Cluster (5 insiders)27 New Institutional Positions23 Institutional Exits Traditional Finance
Snapshot
The big-picture read on RYAN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (54%)
Inst. Holders
50 funds
Inst. Value
$3.0B
Inst. Activity
27 buys / 23 sells
Insider Activity
$5.6M buy / $1.7M sell
Insider Net $
$3.9M
SEC Reports
5
Price chart 30d -11.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: RYAN — 75.4% short (0.5M / 0.7M)
Short: 505,342 | Exempt: 201 | TRF Vol: 670,408 | Short Ratio: 75.4% | Off-exchange volume (dark poo
Sep 8, 2026 Insider
MULSHINE BRENDAN MARTIN sold 40,000 shares
Co-President and CRO @ $40.51 ($1.6M)
Sep 4, 2026 Insider
MULSHINE BRENDAN MARTIN disposed of 40,000 shares
Co-President and CRO
Sep 4, 2026 Insider
MULSHINE BRENDAN MARTIN disposed of 40,000 shares
Co-President and CRO
Jun 30, 2026 Inst.
Orbis Allan Gray Ltd — NEW
6,307,845 shares ($238.2M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC Neuberger Berman Group LLC — ADD
5,572,840 shares ($210.5M)
Four RYAN insiders, including Executive Chairman Patrick G. Ryan and CFO Janice M. Hamilton, made open-market purchases
CLUSTER — Impact 5/10
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
Analyst ratings buy % -23.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
54% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 3, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 31, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 11 | 1 | 0 | 54% | |
| Aug 1, 2026 | 5 | 9 | 11 | 1 | 0 | 54% | |
| Jul 1, 2026 | 6 | 9 | 10 | 1 | 0 | 58% | |
| Jun 1, 2026 | 6 | 10 | 9 | 1 | 0 | 62% | |
| May 1, 2026 | 6 | 11 | 8 | 1 | 0 | 65% | |
| Apr 1, 2026 | 6 | 11 | 7 | 1 | 0 | 68% | |
| Mar 1, 2026 | 6 | 10 | 7 | 1 | 0 | 67% | |
| Feb 1, 2026 | 6 | 11 | 6 | 1 | 0 | 71% |
Price targets
Where 16 covering analysts think RYAN trades over the next 12 months.
$50.09 +33.0% upside Strong Buy
Current$37.67 Low$34.00 Median$48.00 High$76.00 16 analysts
$34.00$76.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 3.4/10.
BULLISHCLUSTER5/10
Four RYAN insiders, including Executive Chairman Patrick G. Ryan and CFO Janice M. Hamilton, made op
Jun 11, 2026
NEUTRALCLUSTER3/10
Three RYAN insiders purchased a total of $4.2M in open-market transactions over a 7-day window, led
Jun 8, 2026
NEUTRAL8-K4/10
Ryan Specialty announced a $300 million increase to its share repurchase program, bringing total aut
May 26, 2026
NEUTRALCOURT-RULING3/10
Analysis based on filing metadata only — document content was unavailable. The case appears to invol
Mar 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: RYAN — 75.4% short (0.5M / 0.7M)
Short: 505,342 | Exempt: 201 | TRF Vol: 670,408 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: RYAN — 68.6% short (0.4M / 0.6M)
Short: 394,520 | Exempt: 163 | TRF Vol: 574,733 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: RYAN — 77.1% short (0.4M / 0.5M)
Short: 407,068 | Exempt: 0 | TRF Vol: 527,723 | Short Ratio: 77.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: RYAN — 66.2% short (0.4M / 0.7M)
Short: 446,464 | Exempt: 64 | TRF Vol: 674,796 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: RYAN — 70.4% short (0.6M / 0.8M)
Short: 583,593 | Exempt: 377 | TRF Vol: 828,922 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.49 | $0.44–$0.54 | 3.7% | -0.4% | 3↑ 8↓ | $0.8B | 18 |
| Next Q | $0.47 | $0.43–$0.51 | 4.8% | -0.2% | 4↑ 10↓ | $0.8B | 17 |
| Current FY | $2.17 | $2.05–$2.26 | 10.5% | -0.1% | 18↑ 0↓ | $3.3B | 18 |
| Next FY | $2.41 | $2.04–$2.88 | 11.5% | -0.2% | 15↑ 2↓ | $3.5B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.487 | — |
| 7d ago | $0.489 | -0.002 |
| 30d ago | $0.489 | -0.002 |
| 60d ago | $0.490 | -0.003 |
| 90d ago | $0.508 | -0.021 |
Institutional ownership
Which big funds own RYAN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.0B total value (80,633,428 shares) as of 2026-Q2. Top holders: BlackRock,, Orbis, Neuberger. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,494,326 | $396.3M | 13.0% | — |
| Orbis Allan Gray Ltd | 6,307,845 | $238.2M | 7.8% | NEW |
| Neuberger Berman Group LLC | 5,572,840 | $210.5M | 6.9% | ADD +79.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,266,873 | $198.9M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,218,054 | $197.0M | 6.5% | — |
| FMR LLC | 5,130,211 | $193.7M | 6.4% | DOUBLED +1470.2% |
| STATE STREET CORP | 3,706,058 | $139.9M | 4.6% | — |
| Polar Capital Holdings Plc | 2,940,000 | $111.0M | 3.6% | — |
| BANK OF MONTREAL /CAN/ | 2,767,113 | $104.5M | 3.4% | — |
| Independent Franchise Partners LLP | 2,645,789 | $99.9M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | NEW | — | 6,307,845 | — | $238.2M |
| Neuberger Berman Group LLC | ADD | 3,105,544 | 5,572,840 | +79.4% | $210.5M |
| FMR LLC | DOUBLED | 326,733 | 5,130,211 | +1470.2% | $193.7M |
| UBS Group AG | DOUBLED | 790,704 | 2,201,085 | +178.4% | $83.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 545,254 | 2,014,407 | +269.4% | $76.1M |
| MORGAN STANLEY | TRIM | 2,278,859 | 1,682,829 | -26.2% | $63.5M |
| NORGES BANK | NEW | — | 1,546,443 | — | $58.4M |
| Alberta Investment Management Corp | NEW | — | 1,421,400 | — | $53.7M |
| JPMORGAN CHASE & CO | DOUBLED | 149,149 | 1,155,677 | +674.8% | $45.4M |
| Bank of New York Mellon Corp | ADD | 637,088 | 1,126,289 | +76.8% | $42.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net $3.9M — $5.6M bought, $1.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | MULSHINE BRENDAN MARTIN | Co-President and CRO | SELL | 40,000 | $40.51 | $1.6M |
| Sep 4, 2026 | MULSHINE BRENDAN MARTIN | Co-President and CRO | CONVERT | 40,000 | — | — |
| Sep 4, 2026 | MULSHINE BRENDAN MARTIN | Co-President and CRO | CONVERT | 40,000 | — | — |
| Sep 4, 2026 | MULSHINE BRENDAN MARTIN | Co-President and CRO | CONVERT | 40,000 | — | — |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | Director | J | 1,841,019 | — | — |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | Director | J | 1,841,019 | — | — |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | Director | J | 313,116 | — | — |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | Director | J | 313,116 | — | — |
| Aug 13, 2026 | Conklin Michael | EVP & CHRO | SELL | 2,043 | $42.26 | $86.3K |
| Aug 10, 2026 | Bienen Henry S | Director | GIFT | 3,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RYAN.
Shares short
11,977,334
Settlement Sep 15, 2026
Change vs prior
-10.7%
Semi-monthly cycle
Days to cover
6.5
At avg daily volume
Of shares outstanding
≈4.7%
Estimate — not % of float
All RYAN filing & press-release reports (5)
- CLUSTER reportJun 11, 2026
- CLUSTER reportJun 8, 2026
- 8-K reportMay 26, 2026
- COURT-RULING reportMar 30, 2026
- DEFA14A reportMar 17, 2026