RYAN Ryan Specialty Holdings, Inc.

mixed track record → $33.31 +0.28 (+0.8%)
Mkt Cap $9B P/E 41.8 fwd 14.7 52wk $29.28 - $72.50 11d ago
Insider selling: $418,709,431 sold by 20 insiders (30d)
Est. revisions: -17.2%
Factor Model (net -3.1)

Factor Model

net -3.1 4.6 / 10
Est. Revisions
-0.8
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
-0.5

Ryan insiders buy amid pricing pressure

Watch: Watch next quarterly earnings for pricing recovery signs and updated guidance amid macro risks like AI disruption and geopolitical tension.

RYAN insiders Patrick G. and Patrick G. Jr. purchased $15.4M of shares between $39.94 and $51.84 recently, signaling confidence. Shares dropped nearly 12% in one month and are down 52.3% over 52 weeks, closing at $33.67. Cooper Investors cut their stake citing insurance pricing weakness and market risks, pressuring sentiment and causing analyst EPS revisions down 18%.

Insider buying counters a sharp share price drop and investor cutbacks, suggesting insiders see value despite weak insurance pricing and volatile market sentiment.

Evidence

10d ago Morgan Stanley main RYAN: Overweight → Overweight
12d ago Insider buy by RYAN PATRICK G. JR. (RYAN): $1,033,975
12d ago Insider sell by ONEX CORPORATION (RYAN): $225,936,344
12d ago Insider buy by RYAN PATRICK G (RYAN): $14,340,264
12d ago Insider buy by RYAN PATRICK G. JR. (RYAN): $6,441
12d ago Insider buy by KUCZINSKI ANTHONY J (RYAN): $21,111
12d ago Insider buy by CONKLIN MICHAEL (RYAN): $563,687
12d ago Insider buy by RYAN PATRICK G. JR. (RYAN): $5,212
4 older signals
12d ago Insider buy by RYAN PATRICK G. JR. (RYAN): $17,258
12d ago Insider sell by TURNER TIMOTHY WILLIAM (RYAN): $124,900,000
Fundamentals & Data ▾
Ryan Specialty Holdings, Inc. Financial Services · Insurance - Specialty
Mkt Cap
$9B
P/E
41.8 fwd 14.7
Beta
0.68
Div Yield
154.00%
52w Range
$29.28 - $72.50
Short Interest
12.0M 10.62%
Days to Cover
5.8 +23%
Technicals downtrend
from 52w Hi
-1.4%
1w return
+6.8%
Insiders
selling 1B / 4S
Analysts
mixed
EPS Estimate
$0.60 -17.2% 30d 0up / 17dn
Est. Dispersion
18% 18 analysts
Analyst Target
$43 $31 - $76
Options P/C
65.67
Insider Cluster
strong buy 4B / 7S
Fund Convergence
moderate Citadel, Renaissance
Financials
Revenue
$795M +15% YoY
FCF
$-181M
Momentum: accelerating
Top Holders
Citadel $74M
Renaissance $18M
Recent Filings & Data
insider trade 78
net selling · $418,709,431 sold · $15,987,948 bought
20 insiders · 78 transactions (30d)
Recent transactions
CONKLIN MICHAEL · other
ROGERS JOHN W JR · award
O'HALLERAN MICHAEL D · award
COLLINS MICHELLE L · award
BOLGER DAVID P. · award
BIENEN HENRY S · award
CORNELLI FRANCESCA · award
CORTEZI NICHOLAS DOMINIC · award
KUCZINSKI ANTHONY J · award
RYAN PATRICK G. JR. · award
BUNGERT MICHAEL G. · award
RYAN PATRICK G. JR. · buy · $1,033,975
TURNER TIMOTHY WILLIAM · sell · $6,946,248
TURNER TIMOTHY WILLIAM · other
RYAN PATRICK G · other
ONEX CORPORATION · sell · $225,936,344
RYAN PATRICK G · buy · $14,340,264
RYAN PATRICK G. JR. · buy · $6,441
HAMILTON JANICE M. · other
BIENEN HENRY S · other
KATZ MARK STEPHEN · sell · $946,603
KATZ MARK STEPHEN · other
BOLGER DAVID P. · other
BOLGER DAVID P. · sell · $353,975
ROGERS JOHN W JR · award
O'HALLERAN MICHAEL D · award
COLLINS MICHELLE L · award
BOLGER DAVID P. · award
BIENEN HENRY S · award
FINDLAY DONALD CAMERON · award
CORNELLI FRANCESCA · award
CORTEZI NICHOLAS DOMINIC · award
KUCZINSKI ANTHONY J · award
RYAN PATRICK G. JR. · award
BRICKHAM JEREMIAH RAWLINS · sell · $3,504,705
BRICKHAM JEREMIAH RAWLINS · other
KUCZINSKI ANTHONY J · buy · $21,111
RYAN PATRICK G · other
CONKLIN MICHAEL · buy · $563,687
CONKLIN MICHAEL · exercise · $563,687
TURNER TIMOTHY WILLIAM · other
BRICKHAM JEREMIAH RAWLINS · other
MULSHINE BRENDAN MARTIN · other
KATZ MARK STEPHEN · other
HAMILTON JANICE M. · other
WULLER BENJAMIN MILES · other
MULSHINE BRENDAN MARTIN · sell · $2,079,000
MULSHINE BRENDAN MARTIN · other
RYAN PATRICK G. JR. · buy · $5,212
CORTEZI NICHOLAS DOMINIC · sell · $2,628,747
CORTEZI NICHOLAS DOMINIC · sell · $4,561,328
CORTEZI NICHOLAS DOMINIC · sell · $2,996,242
CORTEZI NICHOLAS DOMINIC · sell · $7,010,779
CORTEZI NICHOLAS DOMINIC · sell · $6,515,427
CORTEZI NICHOLAS DOMINIC · sell · $2,286,966
CORTEZI NICHOLAS DOMINIC · sell · $6,986,820
KATZ MARK STEPHEN · sell · $2,008,456
KATZ MARK STEPHEN · other
RYAN PATRICK G · other
BOLGER DAVID P. · other
BOLGER DAVID P. · sell · $500,058
KATZ MARK STEPHEN · sell · $1,055,805
KATZ MARK STEPHEN · other
RYAN PATRICK G. JR. · buy · $17,258
CORTEZI NICHOLAS DOMINIC · other
CORTEZI NICHOLAS DOMINIC · sell · $1,544,880
CORTEZI NICHOLAS DOMINIC · sell · $260,307
CORTEZI NICHOLAS DOMINIC · sell · $6,819,446
MULSHINE BRENDAN MARTIN · sell · $2,906,754
CORTEZI NICHOLAS DOMINIC · sell · $2,720,065
BIENEN HENRY S · other
MULSHINE BRENDAN MARTIN · other
BRICKHAM JEREMIAH RAWLINS · sell · $3,240,476
CORTEZI NICHOLAS DOMINIC · other
BRICKHAM JEREMIAH RAWLINS · other
TURNER TIMOTHY WILLIAM · sell · $124,900,000
TURNER TIMOTHY WILLIAM · other
BIENEN HENRY S · other
12 signals · latest 10d ago

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