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Ryan Specialty Hldgs (RYAN) Stock News, May-Aug 2025

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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.

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Markel Insurance (NYSE:MKL) has finalized the sale of its Global Reinsurance business renewal rights to Nationwide, as part of its strategy to streamline operations and focus on core specialty insurance markets. The transaction, initially announced on July 30, 2025, involves Nationwide delegating the underwriting and management of renewal policies to Ryan Re Underwriting Managers, a managing general underwriter of Ryan Specialty (NYSE:RYAN).

While no insurance company entities were sold, Markel's Global Reinsurance division will enter runoff, with premiums expected to earn out over the next 2-3 years. The financial terms of the transaction remain undisclosed.

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Ryan Specialty (NYSE:RYAN) reported strong Q2 2025 financial results with total revenue growing 23.0% year-over-year to $855.2 million. The company achieved an organic revenue growth rate of 7.1% despite challenging market conditions.

Key financial metrics include net income of $124.7 million (up 5.6% YoY), Adjusted EBITDAC of $308.4 million (up 24.5% YoY), and Adjusted Diluted EPS of $0.66 (up 13.8% YoY). The company maintained strong profitability with an Adjusted EBITDAC margin of 36.1%.

Management updated its full-year 2025 guidance, revising Organic Revenue Growth Rate to 9.0%-11.0% (down from 11%-13.0%) and Adjusted EBITDAC Margin to 32.5%-33.0%. The company declared a quarterly dividend of $0.12 per share.

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Markel Insurance (NYSE:MKL) has announced an agreement to sell its Global Reinsurance business renewal rights to Nationwide. The transaction, expected to close in August 2025, aligns with Markel's strategy to streamline operations and focus on its core specialty insurance business.

Nationwide plans to delegate the underwriting and management of renewal policies to Ryan Re Underwriting Managers, a managing general underwriter of Ryan Specialty (NYSE:RYAN), through an expanded strategic alliance. Markel's Global Reinsurance division will enter runoff, with premiums earning out over 2-3 years. No insurance company entities will be sold as part of the transaction.

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Ryan Specialty (NYSE:RYAN), a leading international specialty insurance firm, has scheduled its Second Quarter 2025 financial results announcement for Thursday, July 31, 2025, after market close.

The company will host a conference call to discuss the results at 4:45pm Eastern Time on the same day. Investors can access the live webcast through the company's Investor Relations website, with participants advised to join at least 10 minutes before the start time. A replay will be available for one year following the call.

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Ryan Specialty (NYSE: RYAN), a leading international specialty insurance firm, has successfully completed its previously announced acquisition of J.M. Wilson Corporation. The Michigan-based J.M. Wilson will be integrated into RT Binding Authority, Ryan Specialty's binding authority division. The acquisition, which was initially announced on June 5, 2025, represents a strategic expansion of Ryan Specialty's binding authority capabilities.

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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.
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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.

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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.

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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.

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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.
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FAQ

What is the current stock price of Ryan Specialty Hldgs (RYAN)?

The current stock price of Ryan Specialty Hldgs (RYAN) is $41.91 as of September 5, 2026.

What is the market cap of Ryan Specialty Hldgs (RYAN)?

The market cap of Ryan Specialty Hldgs (RYAN) is approximately 5.1B.