Ryan Specialty Holdings, Inc.

Brown & Brown (BRO) came out with quarterly earnings of $1.07 per share, missing the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -0.93%. A quarter ago, it was expected that this insurance company would post earnings of $1.36 per share when it actually produced earnings of $1.39, delivering a surprise of +2.21%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Brown & Brown, which belongs to the Zacks Insurance - Brokerage industry, posted revenues of $1.68 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 2.67%. This compares to year-ago revenues of $1.29 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Brown & Brown shares have lost about 15.1% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Brown & Brown?
While Brown & Brown has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Brown & Brown was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.06 on $1.8 billion in revenues for the coming quarter and $4.50 on $7.1 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Brokerage is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Ryan Specialty Group (RYAN), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.
This insurance company is expected to post quarterly earnings of $0.61 per share in its upcoming report, which represents a year-over-year change of -7.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Ryan Specialty Group's revenues are expected to be $873.71 million, up 2.2% from the year-ago quarter.
Should You Invest in Brown & Brown, Inc. (BRO)?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Brown & Brown (BRO) Q2 Earnings and Revenues Lag Estimates

Accelerant Holdings ARX has retreated sharply from its highs, but the operating story remains intact. Revenue growth, fee-based earnings and third-party platform participation still point to a business gaining scale.
The question is whether the lower stock price offsets the risks. For now, ARX looks more like a selective growth idea than an obvious buy-the-dip call. Over the year-to-date period, its shares have declined 23.6%, underperforming the industry’s fall of 5.5%.
ARX Valuation Looks Lower
ARX trades at 15.99X forward 12-month earnings, below the industry average at 16.50X, the sector at 16.29X and the S&P 500 at 21.03X.
That discount helps after the stock’s pullback. Still, the $15 price target versus the $13.07 share price suggests upside, not a dramatic rerating case.
Accelerant Delivers Strong Revenue and EBITDA Growth
Accelerant’s first-quarter 2026 revenues rose 57% year over year to $273.2 million. Adjusted earnings reached 17 cents per share, while adjusted EBITDA climbed 70% to $66.1 million.
The fee-led side is carrying much of the argument. Management raised its 2026 adjusted EBITDA outlook to at least $285 million, including at least $276 million from fee-based businesses.
Why ARX Earnings Quality Is Improving
The mix shift matters because ARX wants to earn more from platform fees and less from retained underwriting risk. Third-party direct written premiums reached 41% of exchange written premiums in the quarter.
Exchange Services also offers attractive economics, with margins expected near 70%. Management expects net premium retention around 10% for 2026, reinforcing the capital-light direction.
Accelerant Risks to Watch
Hadron concentration remains a key watch item, even after improvement. Fronting arrangements must also ramp through 2026 and 2027 before investors can fully credit the diversification story.
Cash flow is another offset. Operating cash flow can swing with reinsurance timing, and the Underwriting segment posted only about a 4% adjusted EBITDA margin in the first quarter.
ARX Stock Sits Between Growth and Caution
ARX has a credible growth setup: higher third-party participation, stronger take rates, growing members and a more fee-heavy earnings base. That separates it from a pure underwriting story.
Still, the current fiscal year earnings estimate implies a decline from the prior year. Ryan Specialty Holdings, Inc. RYAN offers another way to track specialty insurance distribution and underwriting-management demand, while Brown & Brown, Inc. BRO provides investors with a broader insurance brokerage reference point.
How ARX Ratings Fit This Setup
The bottom line: ARX is improving operationally, but the stock is not a clean bargain. The growth signals are real, while concentration, cash timing and uneven underwriting profitability keep the risk-reward balanced.
ARX currently carries a Zacks Rank #2 (Buy). Its Momentum Score of A and Growth Score of B support the case for constructive near-term and growth characteristics, while its Value Score of C suggests the shares are not obviously mispriced on traditional value measures. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is Accelerant Stock a Buy After Its Sharp Pullback and Nearly 16X P/E?

Aon (AON) shares rallied 4% in the last trading session to close at $328.69. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 0.7% loss over the past four weeks.
Aon shares climbed last Friday as investors shifted away from richly valued AI and technology stocks and into companies with more stable earnings amid ongoing economic uncertainty and expectations that interest rates will remain higher for longer. Insurance brokers, including Aon, benefited from this rotation as their recurring fee-based business models and resilient cash flows make them attractive during uncertain market conditions. The stock also likely received support from quarter-end portfolio rebalancing, as institutional investors adjusted their holdings before the close of the quarter, lifting the broader insurance brokerage sector.
This insurance brokerage is expected to post quarterly earnings of $3.77 per share in its upcoming report, which represents a year-over-year change of +8%. Revenues are expected to be $4.27 billion, up 2.7% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For Aon, the consensus EPS estimate for the quarter has been revised 0.6% lower over the last 30 days to the current level. And a negative trend in earnings estimate revisions doesn't usually translate into price appreciation. So, make sure to keep an eye on AON going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Aon belongs to the Zacks Insurance - Brokerage industry. Another stock from the same industry, Ryan Specialty Group (RYAN), closed the last trading session 8.2% higher at $38.88. Over the past month, RYAN has returned 13.1%.
For Ryan Specialty, the consensus EPS estimate for the upcoming report has changed +0.3% over the past month to $0.62. This represents a change of -6.1% from what the company reported a year ago. Ryan Specialty currently has a Zacks Rank of #4 (Sell).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Aon (AON) Soars 4.0%: Is Further Upside Left in the Stock?

Key Points
Director Anthony Kuczinski acquired 3,000 shares for a total transaction value of approximately ~$105,000 at a weighted average price of around $34.99 per share across June 11 and 12, 2026.
The transaction increased direct holdings by 29.79%, raising direct ownership to 13,072 shares post-transaction.
All shares were acquired through direct ownership; no indirect entities or derivatives were involved.
Anthony J. Kuczinski, a member of the Board of Directors of Ryan Specialty Holdings (NYSE:RYAN), reported the purchase of 3,000 shares of Common Stock in multiple open-market transactions on June 11 and June 12, 2026, according to the SEC Form 4 filing.
Transaction summary
Shares traded
3,000
Transaction value
~$105K
Post-transaction shares (direct)
13,072
Post-transaction value (direct ownership)
~$466K
Transaction value based on SEC Form 4 weighted average purchase price ($34.99); post-transaction value based on June 12, 2026 market close.
Key questions
What is the magnitude of this transaction relative to Kuczinski's prior activity?
This purchase of 3,000 shares is the largest single transaction by share count for Kuczinski over the past two years, significantly exceeding the previous purchase of 300 shares in May of 2025.
How does this acquisition affect current direct ownership?
The transaction increased direct Common Stock holdings by 29.79%, bringing the post-trade total to 13,072 shares.
Was the transaction executed at a discount or premium to recent market prices?
The weighted average purchase price was $34.99 per share, which is less than the June 12, 2026 closing price of $35.64, following a -46.93% one-year total decline in the stock as of the transaction date.
What does the transaction imply about available capacity and ongoing accumulation?
With no shares sold in the past year and overall direct holdings rising, the activity signals ongoing accumulation capacity, supported by a direct and unleveraged position without derivative mechanics.
Company overview
Market capitalization
$10.3 billion
Revenue (TTM)
$3.16 billion
Net income (TTM)
$108.69 million
1-year price change
-46.93%
* 1-year price change calculated using June 12, 2026 as the reference date.
Company snapshot
Ryan Specialty Holdings offers specialized insurance products and solutions, including wholesale brokerage, underwriting, product development, administration, and risk management services.
It operates as a wholesale broker and managing underwriter, generating revenue through distribution and underwriting fees from insurance brokers, agents, and carriers.
The company serves insurance intermediaries and carriers seeking tailored risk solutions in the specialty insurance market.
Ryan Specialty Holdings is a leading provider of specialty insurance solutions with a focus on wholesale brokerage and managing underwriting services. The company leverages its scale and expertise to deliver comprehensive products and risk management to insurance intermediaries and carriers. Its business model emphasizes fee-based revenue streams and strategic positioning within the specialty insurance sector.
What this transaction means for investors
Director Anthony Kuczinski’s June 11 and 12 purchase of Ryan Specialty Holdings stock suggests he has a bullish outlook towards the company. This is reinforced by the substantial size of his buy, which increased holdings nearly 30%.
It seems Kuczinski was capitalizing on the the fall in Ryan Specialty shares, which hit a 52-week low $29.28 in May. The drop was due to the company lowering its 2026 guidance from year-over-year organic revenue growth in the high single digits to the mid-single digits. The insurance industry is seeing softness, which contributed to the lower forecast.
That said, Ryan Specialty’s 2026 is off to a strong start. Revenue in the first quarter rose 15% year over year to $795.2 million, while net income came in at $40.6 million, a dramatic reversal from the $4.4 million net loss in the prior year.
Ryan Specialty’s success and its share price drop may have been catalysts for Kuczinski’s buy. Moreover, the stock’s price-to-sales ratio of 1.7 is near a low point for the past year, indicating its valuation is at an appealing level, and suggesting now is a good time to buy.
Should you buy stock in Ryan Specialty right now?
Before you buy stock in Ryan Specialty, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ryan Specialty wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $398,052!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,181,688!*
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Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A Ryan Specialty Holdings Director Bought 3,000 Shares. Here's What That Means for Investors.

The Neuberger Berman Small-Mid Cap ETF is seeing unusually high volume in afternoon trading Thursday, with over 231,000 shares traded versus three month average volume of about 30,000. Shares of NBSM were up about 0.4% on the day.
Components of that ETF with the highest volume on Thursday were CCC Intelligent Solutions Holdings, trading down about 2.8% with over 1.9 million shares changing hands so far this session, and Ryan Specialty Holdings, up about 0.6% on volume of over 1.3 million shares. Entegris is the component faring the best Thursday, up by about 7.7% on the day, while Appfolio is lagging other components of the Neuberger Berman Small-Mid Cap ETF, trading lower by about 3.3%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thursday's ETF with Unusual Volume: NBSM

Key Points
6,300 shares were acquired in the open market on June 3, 2026, for a transaction value of ~$200,000 at a weighted average price around $31.79 per share.
This purchase increased direct ownership by 76.14%, bringing Janice M Hamilton's directly held shares to 14,574 after the transaction.
All shares are held directly with no indirect or derivative involvement reported for this transaction.
Hamilton retains 14,574 shares of Class A Common Stock, substantially boosting equity exposure after a period without open-market buys or sells.
Janice M Hamilton, Chief Financial Officer of Ryan Specialty Holdings (NYSE:RYAN), reported the open-market purchase of 6,300 shares for a transaction value of approximately $200,000, as disclosed in a SEC Form 4 filing.
Transaction summary
Shares traded
6,300
Transaction value
~$200,000
Post-transaction shares (direct)
14,574
Post-transaction value (direct ownership)
~$450,000
Transaction value based on SEC Form 4 weighted average purchase price ($31.79); post-transaction value based on June 3, 2026 market close ($31.79).
Key questions
How does this transaction compare to Janice M Hamilton’s prior trading activity?
This is the first open-market purchase reported by Hamilton, with earlier filings limited to administrative events; the acquisition represents a clear expansion of direct equity exposure.
What is the ownership impact from this transaction?
Direct holdings rose from 8,274 to 14,574 shares, a 76.14% increase, which meaningfully increases Hamilton’s alignment with shareholder interests.
Is there any evidence of derivative or indirect holdings involved?
The transaction involved only direct holdings of Common Stock, with no indirect accounts or derivative (option/warrant) securities disclosed in this filing.
How does market performance contextualize this purchase?
The buy occurred after a one-year total return of (54.08)% for the stock (as of June 3, 2026), suggesting the insider is increasing exposure during a period of substantial share price decline.
Company overview
Revenue (TTM)
$3.16 billion
Net income (TTM)
$259.14 million
Dividend yield
1.6%
1-year price change
-52.8%
* 1-year price change calculated using June 5, 2026, as the reference date.
Company snapshot
Provides specialty insurance products and solutions, including distribution, underwriting, product development, administration, and risk management services.
Operates primarily as a wholesale broker and managing underwriter, generating revenue through service fees and commissions from insurance brokers, agents, and carriers.
Targets insurance intermediaries and carriers seeking tailored specialty risk solutions across diverse industry verticals.
Ryan Specialty Holdings, Inc. is a leading provider of specialty insurance solutions, leveraging a wholesale brokerage and managing underwriter model to serve complex risk needs. The company’s scale, with over 5,500 employees and more than $3 billion in annual revenue, positions it as a significant player in the specialty insurance distribution market. Its focus on product development and risk management enables clients to access customized insurance offerings that address niche and emerging risks.
What this transaction means for investors
There are millions of reasons for an insider to sell their shares. There’s just one reason to buy shares on the open market, though. It looks like the company’s CFO expects the stock to rise.
Ryan Specialty recently announced an increase in the authorization for its existing share repurchase program. In May, the company repurchased $260 million worth of shares. The new expansion will allow the company to repurchase an additional $300 million.
In the first quarter, Ryan reported total revenue that grew 15.2% year over year to $795.2. The company’s bottom line rose even faster. Adjusted earnings rose by 21.2% to $130.7 million.
Ryan’s underwriting management business is driving growth. The segment grew first-quarter revenue by 38% year over year to $295.1 million.
Looking ahead, Ryan Specialty expects revenue excluding acquisitions to grow by a mid-single-digit percentage in 2026.
Should you buy stock in Ryan Specialty right now?
Before you buy stock in Ryan Specialty, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ryan Specialty wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,191!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,258,838!*
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Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ryan Specialty's CFO Bought 6,300 Shares for $200,000

Key Points
Guardian Point Capital added 75,000 shares of Ryan Specialty Holdings last quarter; the estimated trade value was $3.20 million.
Meanwhile, the quarter-end position value fell by $6.41 million, reflecting both trading and price movement.
The post-buy stake stood at 575,000 shares valued at $19.40 million.
Guardian Point Capital increased its stake in Ryan Specialty Holdings (NYSE:RYAN) by 75,000 shares in the first quarter, an estimated $3.20 million trade based on quarterly average pricing, according to a May 15, 2026, SEC filing.
What happened
According to an SEC filing dated May 15, 2026, Guardian Point Capital added 75,000 shares of Ryan Specialty Holdings (NYSE:RYAN), bringing its total position to 575,000 shares. The estimated transaction value is approximately $3.20 million based on the mean unadjusted closing price for the quarter. The quarter-end value of the stake decreased by $6.41 million, reflecting both added shares and stock price changes.
What else to know
Top holdings after the filing:
NYSE: APO: $55.71 million (23.0% of AUM)
NASDAQ: GOOGL: $28.69 million (11.8% of AUM)
NYSEMKT: SGOL: $26.77 million (11.0% of AUM)
NASDAQ: AMZN: $26.03 million (10.7% of AUM)
NYSE: ONTO: $22.56 million (9.3% of AUM)
As of May 14, 2026, Ryan Specialty shares were priced at $31.20, down 55% over the past year and underperforming the S&P 500, which is up 28% in the same period.
Company Overview
Revenue (TTM)
$3.16 billion
Net Income (TTM)
$108.69 million
Dividend Yield
1.6%
Price (as of market close 2026-05-14)
$31.20
Company Snapshot
Ryan Specialty Holdings offers specialty insurance products and solutions, including distribution, underwriting, product development, administration, and risk management services.
The firm operates as a wholesale broker and managing underwriter.
It serves insurance brokers, agents, and carriers seeking specialized insurance solutions and risk management expertise.
Ryan Specialty Holdings, Inc. provides specialty insurance products and services, with a focus on delivering tailored solutions to the insurance distribution market.
What this transaction means for investors
Guardian Point Capital seems to lean toward high-quality compounders and alternative asset managers, with top positions including Apollo, Alphabet, Amazon, and gold ETF SGOL.
That’s interesting given that despite the stock's rough 12 months, Ryan Specialty delivered a strong first quarter. Revenue climbed 15.2% year over year to $795.2 million, while organic revenue growth reached 11.8%. Adjusted EBITDAC increased 15.7% to $232 million, and adjusted earnings per share rose 20.5% to $0.47. The company also swung to a $40.6 million profit from a loss a year earlier.
Management acknowledged a tougher insurance market but sounded confident about continuing to gain share. Founder Patrick Ryan pointed to the firm's "diversified enterprise," while CEO Tim Turner highlighted ongoing investments in technology, AI, and data capabilities designed to strengthen its competitive position.
So far, double-digit organic growth suggests Ryan Specialty can keep winning business even as industry conditions become more challenging, and Guard Point's purchase signals it sees the recent stock weakness as an opportunity rather than a warning sign.
Should you buy stock in Ryan Specialty right now?
Before you buy stock in Ryan Specialty, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ryan Specialty wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $463,900!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,294,401!*
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Amazon. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A $3 Million Insurance Bet: What This Fund Might Be Seeing in Ryan Specialty Stock

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Ryan Specialty (RYAN) Q1 2026 Earnings Transcript

Ryan Specialty Group (RYAN) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 13.04%. A quarter ago, it was expected that this insurance company would post earnings of $0.27 per share when it actually produced earnings of $0.27, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Ryan Specialty, which belongs to the Zacks Insurance - Brokerage industry, posted revenues of $457.6 million for the quarter ended March 2023, surpassing the Zacks Consensus Estimate by 5.11%. This compares to year-ago revenues of $386.89 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Ryan Specialty shares have lost about 1.3% since the beginning of the year versus the S&P 500's gain of 6.5%.
What's Next for Ryan Specialty?
While Ryan Specialty has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Ryan Specialty: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.42 on $564.57 million in revenues for the coming quarter and $1.30 on $1.98 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Brokerage is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
eHealth (EHTH), another stock in the same industry, has yet to report results for the quarter ended March 2023. The results are expected to be released on May 9.
This provider of internet-based heath insurance agency services is expected to post quarterly loss of $0.61 per share in its upcoming report, which represents a year-over-year change of +33%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
eHealth's revenues are expected to be $92.56 million, down 12.1% from the year-ago quarter.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ryan Specialty Group (RYAN) Q1 Earnings and Revenues Beat Estimates

Brown & Brown (BRO) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.29 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.06%. A quarter ago, it was expected that this insurance company would post earnings of $0.91 per share when it actually produced earnings of $0.93, delivering a surprise of +2.2%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Brown & Brown, which belongs to the Zacks Insurance - Brokerage industry, posted revenues of $1.9 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.44%. This compares to year-ago revenues of $1.4 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Brown & Brown shares have lost about 17.3% since the beginning of the year versus the S&P 500's gain of 4.7%.
What's Next for Brown & Brown?
While Brown & Brown has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Brown & Brown was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.09 on $1.77 billion in revenues for the coming quarter and $4.54 on $7.22 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Brokerage is currently in the bottom 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Ryan Specialty Group (RYAN), has yet to report results for the quarter ended March 2026. The results are expected to be released on April 30.
This insurance company is expected to post quarterly earnings of $0.43 per share in its upcoming report, which represents a year-over-year change of +10.3%. The consensus EPS estimate for the quarter has been revised 0.9% higher over the last 30 days to the current level.
Ryan Specialty Group's revenues are expected to be $768.79 million, up 11.4% from the year-ago quarter.
Should You Invest in Brown & Brown, Inc. (BRO)?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	56.68 13.44
Price/Sales	2.72 2.20
P/B	10.04 1.26
P/FCF	11.32 10.82

Indicator	TTM Median
ROE	8.92 10.93
ROA	1.04 1.25
ROI	2.36 7.69
Net Worth	6.38 1.04
Quick Ratio	0.00 1.40
Current Ratio	1.02 0.98

Indicator	TTM Median
Net Profit Margin	3.45 17.42
Operating Margin	15.49 24.35
Gross Margin	100.00 71.15
Return on tangible equity	0.00 12.73

Indicator	TTM Median
EPS	0.47 0.71
EPS Forecast	0.43 0.72
Revenue	795.00M 89.00M
Gross Profit	795.00M —
EBITDA	166.00M —

Ryan Specialty Holdings, Inc.

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