Ryan Specialty Holdings, Inc. reports developments tied to its specialty insurance intermediary business for brokers, agents and carriers. The company operates as a wholesale broker and managing underwriter with delegated authority from insurance carriers, providing distribution, underwriting, product development, administration and risk management services across property, casualty, professional lines, transportation, personal lines, workers compensation, employee benefits and alternative risk solutions.
Recurring Ryan Specialty news includes quarterly results, organic revenue growth, trends in specialty and excess-and-surplus insurance markets, acquisition activity, managing general underwriter expansion, Canadian operations, capital returns through dividends and share repurchases, restructuring programs, technology and data initiatives, and board governance changes.
Ryan Specialty (NYSE: RYAN) reported third-quarter 2026 revenue of $790.0 million, up year over year as net income also increased. Net income rose 40.6% to $88.0 million, and diluted earnings per share increased to $0.29 from $0.20. Organic revenue growth slowed to 4.0% from 15.0%. Adjusted EBITDAC, an adjusted earnings measure, increased 3.8% to $244.4 million, while its margin fell to 30.9% from 31.2%. Adjusted diluted earnings per share rose 8.5% to $0.51.
The company repurchased $150.0 million of shares and paid $23.7 million in dividends and distributions during the quarter. At September 30, cash and cash equivalents were $168.8 million and outstanding debt principal was $3.7 billion. Ryan Specialty maintained its 2026 outlook for mid-single-digit organic revenue growth and updated its adjusted EBITDAC margin outlook to a modest decline versus the prior year.
Ryan Specialty (RYAN) will release its third-quarter 2026 financial results after the market closes on October 29, 2026. A conference call to discuss the results will begin at 4:45 p.m. Eastern Time that day. A live webcast will be accessible through the company’s Investor Relations website, with a replay available for one year following the call.
Ryan Specialty (NYSE: RYAN) reported second quarter 2026 revenue of $916.6 million, up 7.2% year-over-year, driven by a 6.7% Organic Revenue Growth Rate and growth across most casualty lines, partly offset by a moderate decline in property. Net income declined 13.1% to $108.4 million, or $0.33 diluted EPS, as total operating expenses rose 10.9% to $736.3 million, reflecting higher compensation, restructuring costs from the Empower Program, and increased G&A.
Non-GAAP results were stronger: Adjusted EBITDAC increased 6.0% to $326.9 million with a 35.7% margin, and Adjusted net income rose 7.6% to $198.7 million, driving a 12.1% increase in Adjusted diluted EPS to $0.74. The company returned $284.5 million to shareholders, including $260.0 million of share repurchases (8.1 million shares) and $24.5 million in dividends and distributions, and had $300.0 million remaining under its repurchase authorization at June 30, 2026. Ryan Specialty ended the quarter with $140.1 million in cash and cash equivalents and $3.6 billion of outstanding debt principal, declared a quarterly dividend of $0.13 per Class A share, and maintained 2026 guidance for mid‑single‑digit Organic Revenue Growth while guiding Adjusted EBITDAC margin down 50–100 basis points versus 2025.
Ryan Specialty Underwriting Managers (NYSE: RYAN) completed a series of Lloyd’s of London consortium stamps for its global syndicated P&C delegated underwriting portfolio. Supported by six Lloyd’s syndicates, the stamps will take a combined 15% share across classes, lines and geographies, with a partial share for Velocity Risk Underwriters.
The consortium begins joining facilities at natural renewals starting August 1. Axiiem, Ardonagh’s technology-enabled digital exchange, will act as facilitation agent. Ryan Specialty highlights Lloyd’s constructive backing and Markel’s cornerstone support, alongside new and existing syndicate stakeholders.
Ryan Specialty (NYSE: RYAN) will release its Second Quarter 2026 financial results after the market closes on Thursday, July 30, 2026. The company will host a conference call at 4:45 p.m. ET, accessible via live webcast and followed by a one-year online replay.
Ryan Specialty (NYSE:RYAN) announced a planned leadership succession at RT Specialty, effective August 1, 2026. CEO Ed McCormack will become Vice Chairman through 2027, while Brendan Mulshine, currently Co-President of Ryan Specialty, will also serve as CEO of RT Specialty.
Additional changes include new leadership roles for Brenda (Ballard) Austenfeld, Hugh Mooney, Chris Houska and Ryan Grimes across the property and casualty practices.
AM Best assigned a PA-1 (Exceptional) Performance Assessment with stable outlook to Ryan Specialty (Singapore) Pte. Limited and affirmed PA-1 (Exceptional) with stable outlook for eight existing Ryan Specialty Underwriting Managers (RSUM) affiliates.
The action reflects RSUM’s exceptional underwriting performance, governance, organizational talent, financial condition, and broad broker and capacity-provider relationships, supported by over 300 specialty products, 40 MGUs and more than 35,000 broker companies.
Ryan Specialty (NYSE: RYAN) will present at the William Blair Growth Stock Conference on Tuesday, June 2, 2026, at 9:40 AM Eastern Time.
The presentation will be accessible via a live stream link on the company’s investor relations website, with a replay available for 90 days after the event.
Ryan Specialty (NYSE: RYAN) announced a $300 million increase to its existing share repurchase program for Class A common stock, approved May 21, 2026. As of May 22, 2026, the company had repurchased $260 million in Q2, fully using the prior $300 million authorization, leaving $300 million available.
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