$RYAN

Ryan Specialty Holdings (RYAN) says Vulcan Value Partners, a Delaware investment adviser, filed an amended Schedule 13G showing 7,912,669 shares, or 6.11% of the class, as of June 30, 2026. Vulcan reports sole voting power over 5,011,724 shares and sole dispositive power over 7,912,669 shares for advisory clients.

RYAN SPECIALTY HOLDINGS, INC. (RYAN) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. ryan-20260804 FALSE 0001849253 0001849253 2026-08-04 2026-08-04 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ____________________ FORM 8-K ____________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of

Ryan Specialty Underwriting Managers (RSUM) launched Tera Underwriters, a managing general underwriter, and a specialty insurance programme for computing hardware infrastructure in US industrial-scale data centres. The programme can provide over $1 billion per policy via a $625 million lead binder plus excess capital, backed by A+-rated capital, available through RT Specialty. Expansion internationally is planned for Q4 2026.

Simply Wall St reports Ryan Specialty Holdings (NYSE:RYAN) stock was about flat at $44.16 after a 90-day run. It cites Q2 organic revenue of about $917m and adjusted EPS of $0.74, alongside a 57.7x P/E. The article highlights margin pressure, with adjusted EBITDAC margin at 35.7% and guidance for a 50 to 100 bps full-year decline.

Vulcan Value Partners’ Q2 2026 investor letter highlighted Ryan Specialty Holdings (NYSE:RYAN). The firm cited 11.8% Q1 organic revenue growth but said Ryan cut its 2026 organic revenue outlook to mid-single-digit from high-single-digit. Vulcan noted robust E&S submission growth despite 25% to 35% property rate declines, plus a $300MM share repurchase authorization increase. RYAN closed at $44.09 on July 30, 2026.

Ryan Specialty Holdings (NYSE:RYAN) reported Q2 earnings of 74 cents per share, above the 60 cents consensus, and sales of $916.647 million versus $872.957 million expected. Shares rose 11.7% to $49.25 pre-market. After the results, Barclays raised its price target to $48 and Keefe, Bruyette & Woods to $54, both maintaining positive ratings.

Ryan Specialty Holdings, Inc. reported second-quarter 2026 net commissions and fees of $902.7 million, up 7.4% year-over-year. Total revenue for the quarter reached $916.6 million, a 7.2% increase from $855.2 million a year earlier. Organic revenue growth came in at 6.7%, down from 7.1% in the prior-year period. The deceleration continues a trend across multiple quarters as the broader E&S market moderates.

Insurance specialty broker Ryan Specialty (NYSE: RYAN) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 7.2% year on year to $916.6 million. Its non-GAAP profit of $0.74 per share was 22.9% above analysts’ consensus estimates. Is now the time to buy Ryan Specialty? Find out by accessing our full research report, it’s free.

RYAN SPECIALTY HOLDINGS, INC. (RYAN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ryan-20260630xex991.htm EX-99.1 RYAN-2026.06.30-EX 99.1 1 RYAN SPECIALTY REPORTS SECOND QUARTER 2026 RESULTS - Total Revenue grew 7.2% year-over-year to $916.6 million - - Organic Revenue Growth Rate* of 6.7% year-over-year - - Net Income of $108.4 million , or $0.33 pe

Ryan Specialty (NYSE: RYAN) is set to report Q2 earnings Thursday after market close. The prior quarter revenue was $795.2M, up 15.2% YoY, and it beat revenue and EPS expectations. For Q2, analysts expect 1.8% YoY revenue growth. The article cites peer results from Marsh and Brown & Brown and notes RYAN is near a $45.88 average price target.