Ryan Specialty HoldingsRYAN
About: Ryan Specialty Holdings Inc is a service provider of specialty products and solutions for insurance brokers, agents, and carriers. It provides distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter.
Employees: 4,917
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
372% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $2.52M
152% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 29
15% more funds holding
Funds holding: 297 [Q2] → 341 (+44) [Q3]
10% more capital invested
Capital invested by funds: $5.77B [Q2] → $6.34B (+$569M) [Q3]
4.47% less ownership
Funds ownership: 83.78% [Q2] → 79.31% (-4.47%) [Q3]
10% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 119
33% less funds holding in top 10
Funds holding in top 10: 6 [Q2] → 4 (-2) [Q3]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Morgan Stanley Bob Huang 53% 1-year accuracy 8 / 15 met price target | 41%upside $90 | Overweight Initiated | 5 Dec 2024 |
Barclays Alex Scott 56% 1-year accuracy 32 / 57 met price target | 37%upside $88 | Overweight Maintained | 21 Nov 2024 |
B of A Securities Grace Carter 73% 1-year accuracy 8 / 11 met price target | 31%upside $84 | Buy Maintained | 10 Oct 2024 |
Wells Fargo Elyse Greenspan 57% 1-year accuracy 52 / 91 met price target | 9%upside $70 | Equal-Weight Maintained | 10 Oct 2024 |
Goldman Sachs Robert Cox 25% 1-year accuracy 1 / 4 met price target | 12%upside $72 | Neutral Maintained | 9 Oct 2024 |