Ryan Specialty Hldgs Inc Stock Price, News & Analysis

Ryan Specialty (NYSE: RYAN) has announced a definitive agreement to acquire J.M. Wilson Corporation, a Michigan-based insurance business with six U.S. offices. JM Wilson, founded in 1920, will be integrated into RT Binding Authority, Ryan Specialty's binding authority division. The acquisition target specializes in transportation insurance and offers various products from personal lines to surety. JM Wilson generated approximately $19 million in operating revenue for the 12 months ended January 31, 2025. The deal, expected to close in Q3 2025, will strengthen Ryan Specialty's Midwest binding authority presence and enhance its transportation practice. JM Wilson's success in transportation insurance is attributed to its strong underwriting profitability and long-standing relationships with quality carriers.

Ryan Specialty Holdings (NYSE: RYAN), a leading international specialty insurance firm, has announced its participation in the upcoming William Blair Growth Stock Conference. The presentation is scheduled for Tuesday, June 3, 2025, at 11:40 AM Eastern Time. Investors and interested parties can access the live stream through Ryan Specialty's investor relations website at ir.ryanspecialty.com. A recording of the presentation will remain available for 90 days after the event.

Ryan Specialty (NYSE: RYAN) has announced the acquisition of 360° Underwriting, an Irish managing general underwriter specializing in commercial construction. Founded in 2017, 360° Underwriting operates from Dublin and Galway, and will be integrated into Ryan Specialty's Underwriting Managers division.

360° has established itself as a leader in the Irish construction market, known for its bespoke modeling practices and strong capital support in latent defect insurance and owner-controlled insurance programs. The acquisition provides Ryan Specialty with a strategic entry point into the Irish market while complementing their existing latent defect business.

Ryan Specialty (NYSE: RYAN) has successfully completed its acquisition of certain assets from USQRisk Holdings, LLC (USQ), as announced on May 1, 2025. USQ, established in 2020, specializes in underwriting non-traditional insurance risks with operations in New York and London. Following the acquisition, USQ's operations will be integrated into Ryan Specialty's alternative risk business segment. The deal, which was initially announced on April 21, 2025, strengthens Ryan Specialty's position in the specialty insurance market.

Ryan Specialty (NYSE: RYAN) reported strong Q1 2025 results with total revenue growing 25.0% year-over-year to $690.2 million. The company achieved an organic revenue growth rate of 12.9% and Adjusted EBITDAC increased 27.5% to $200.5 million. However, net income decreased to a loss of $(4.4) million, compared to $40.7 million in the prior year, primarily due to higher non-recurring tax expenses. Adjusted net income rose 13.0% to $107.8 million, while Adjusted diluted EPS grew 11.4% to $0.39. The company maintained its full-year 2025 guidance, projecting organic revenue growth of 11.0-13.0% and Adjusted EBITDAC margin between 32.5-33.5%. A quarterly dividend of $0.12 per share was declared.

Ryan Specialty (NYSE: RYAN) has announced a definitive agreement to acquire USQRisk Holdings, (USQ), which will be integrated into Ryan Specialty's alternative risk business. The acquisition, valued at approximately $11 million in incremental operating revenue, is expected to close in Q2 2025.

USQ, formed in 2020, operates in New York and London with two core divisions: Alternative Risk and Facilities. The company specializes in underwriting non-traditional insurance risks and creating products for unique risks in dislocated markets. Their Alternative Risk division focuses on bespoke, multi-year risk solutions, while their Facilities division develops new products for unique market risks.

A notable collaboration between the companies includes the AXSAL Re partnership, providing excess coverage for mid-sized trucking fleets. The integration will give USQ access to preferred trading status with major brokers, capital support from top insurance markets, and advanced technology infrastructure.

Ryan Specialty Holdings (NYSE: RYAN) has rescheduled its First Quarter 2025 earnings conference call and webcast to 4:45pm Eastern Time on Thursday, May 1, 2025. The company cited the change was made to minimize conflicts with other industry earnings announcements.

Investors and interested parties can access the conference call through a live webcast available on the company's Investor Relations website. Participants are advised to join the webcast at least 10 minutes before the scheduled start time. A replay of the webcast will be accessible on ir.ryanspecialty.com for one year after the call.

Ryan Specialty (NYSE: RYAN), an international specialty insurance firm, has scheduled its First Quarter 2025 financial results announcement for Thursday, May 1, 2025, after market close. The company will host a conference call to discuss the results at 5:00pm Eastern Time on the same day. Investors can access the call through a live webcast on the company's Investor Relations website. A replay of the webcast will remain available for one year following the call.

Ryan Specialty (NYSE: RYAN) reported strong fourth quarter 2024 results with total revenue growing 24.5% year-over-year to $663.5 million. The company achieved an organic revenue growth rate of 11.0% and Adjusted EBITDAC increased 36.2% to $216.0 million.

Net income decreased 27.3% to $42.6 million ($0.10 per diluted share), while Adjusted Net Income rose 28.9% to $123.3 million ($0.45 per diluted share). For full year 2024, revenue grew 21.1% to $2,515.7 million with organic growth of 12.8%.

The company completed 7 acquisitions during 2024, adding over $265 million in annualized revenue. The Board declared a 9.1% increase in quarterly dividend to $0.12 per share. For 2025, Ryan Specialty projects organic revenue growth between 11.0% - 13.0% and Adjusted EBITDAC margin of 32.5% - 33.5%.