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Ryan Specialty Holdings Inc. (NYSE: RYAN) shares have increased following a better-than-expected second-quarter earnings report, with investor sentiment supported by strong profitability and higher analyst price targets.

• Second-quarter revenue rose 7.2% year over year to $916.6 million, exceeding the $873.9 million analyst consensus. Adjusted earnings of $0.74 per share also surpassed estimates of approximately $0.60–$0.61 and increased from $0.66 a year earlier. Ryan Specialty Reports Second Quarter 2026 Results
• Management guided 2026 organic revenue growth toward the higher end of its mid-single-digit range, reinforcing expectations for continued expansion. Keefe, Bruyette & Woods raised its price target from $48 to $54 and upgraded or maintained an “outperform” rating, signaling increased confidence in the company’s outlook. Ryan Specialty 2026 Guidance
• Ryan Specialty declared a quarterly dividend of $0.13 per share, equivalent to $0.52 annually and an approximately 1.1% yield. The payout adds shareholder returns, although the dividend is not the primary earnings catalyst.
• The earnings beat prompted broader analyst estimate increases and helped drive a sharp post-results advance in the stock. However, shares trade at a relatively elevated valuation, with a reported P/E ratio above 57, leaving the stock sensitive to any slowdown in growth or profitability.
• Organic revenue growth moderated to 6.7% from 7.1% a year earlier, while management expects the 2026 adjusted EBITDAC margin to decline by 50–100 basis points. Reports also noted that the excess-and-surplus insurance market is slowing, creating a risk to future growth and margins. Ryan Specialty Q2 Revenue and E&S Market