Ryan Specialty Holdings, Inc.

Key Points
GAAP revenue exceeded expectations, reaching $855.2 million versus the $832.0 million estimate for Q2 2025, up 23.0% year over year.
Organic revenue growth rate decelerated sharply to 7.1%, compared to 14.2% in the prior-year quarter.
Full-year 2025 guidance for organic revenue growth and adjusted EBITDAC margin was revised downward.
Ryan Specialty (NYSE:RYAN), a leading provider of specialty insurance solutions, reported its second quarter 2025 results on July 31, 2025. The company posted GAAP revenue of $855.2 million, surpassing analyst expectations of $832.0 million, and adjusted diluted earnings per share (non-GAAP) of $0.66, a slight beat over the $0.65 consensus. Organic revenue growth rate (non-GAAP) was 7.1%, down from 14.2% in Q2 2024, coming in below company guidance for full year 2025 of 9.0%–11.0% and below historical trends. The quarter reflected solid execution and acquisition-fueled gains, but Management lowered full-year 2025 guidance for organic revenue growth rate to 9.0%–11.0% (previously 11.0%–13.0%) and adjusted EBITDAC margin to 32.5%–33.0% (previously 32.5%–33.5%) amid ongoing softness in the property insurance market. Overall, the results exceeded expectations, but underlying trends require close attention in the periods ahead.
Metric
Q2 2025
Q2 2025 Estimate
Q2 2024
Y/Y Change
Adjusted Diluted EPS (Non-GAAP)
$0.66
$0.65
$0.58
13.8%
Revenue (GAAP)
$855.2 million
$832.0 million
$695.4 million
23.0%
Adjusted EBITDAC
$308.4 million
$247.7 million
24.5%
Organic Revenue Growth Rate
7.1 %
14.2 %
(7.1 pp)
Adjusted Net Income
$184.7 million
$160.6 million
15.0%
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Business Overview and Focus Areas
Ryan Specialty operates as a specialized intermediary focused on the excess and surplus (E&S) insurance market. The E&S market provides insurance for complex or high-risk situations that traditional insurers may decline to cover. This specialization enables the company to deliver custom insurance solutions where standard coverage is not available or insufficient.
The company’s recent strategy has centered around expanding its presence in the E&S market through organic initiatives and strategic acquisitions. Key success factors include nurturing strong relationships with retail brokers and insurance carriers, ongoing investment in technology and talent, and accelerating growth with targeted acquisitions. Ryan Specialty’s core business lines are wholesale brokerage, binding authorities (delegated placements by third parties), and underwriting management, each supporting its broad portfolio of specialty insurance solutions.
Quarter Highlights and Segment Performance
The quarter featured clear outperformance on headline revenue and earnings, supported by the closing of three acquisitions. The main driver of growth remained solid organic growth, although organic revenue growth slowed considerably versus historic levels, declining from 14.2% in the prior-year quarter to 7.1%. Adjusted EBITDAC, a non-GAAP metric that reflects operating profitability before interest, taxes, depreciation, amortization, and contingent consideration, rose significantly, while net income margin (GAAP) declined.
Segment results indicate a shift in the business mix. Wholesale Brokerage, which supplies specialized coverage via intermediary channels, remained the largest unit by revenue with a year-over-year rise of 7.4%. Binding Authorities, which focus on delegated underwriting to cover niche or hard-to-place risks, saw revenue grow 17.2%. Most notably, Underwriting Management revenue surged 73.1% from the same quarter last year, now contributing 32.1% of total segment net commissions and fees.
Property‐focused lines, which typically exhibit seasonality in the second and fourth quarters, experienced a “modest decline,” according to management, reflecting continued softness in pricing and demand. In contrast, most casualty lines (insurance covering liability risks) grew, benefiting from increased demand in sectors like habitational, transportation, construction, and healthcare. Companies refer to “submission flow” as the volume of new or renewal insurance requests entering their pipeline; these flows held up in most major exposure categories, sustaining headline momentum even as the growth rate moderated.
Supplemental and contingent commissions, which represent variable compensation tied to favorable policy outcomes or volume, jumped to $35.6 million, up almost fourfold year over year. The company also noted that tech investments, particularly in workflow automation and early-stage artificial intelligence, continue to support margin improvement.
Outlook and What to Watch
Management lowered full-year organic revenue growth guidance to a 9.0–11.0% range, from its previous estimate of 11.0–13.0% for FY2025. It also tightened expectations for adjusted EBITDAC margin, now set between 32.5–33.0% for full year 2025, trimming the upper end of the prior range. The guidance cut for FY2025 reflects modest softness in the property segment, as well as increased general and administrative spending. No changes were announced regarding plans for capital structure or future acquisitions, but leadership noted a willingness to temporarily exceed its net leverage guideline for compelling deals, as discussed in Q1 2025.
Ryan Specialty declared a quarterly dividend of $0.12 per share, payable August 26, 2025. Going forward, investors may want to closely track the pace of organic revenue growth, the success of integrating recently acquired businesses, and the stability of core profit and margin metrics. Other focal points include the evolution of conditions in the specialty property market, the level and volatility of contingent commissions, and any further adjustments to margin or growth forecasts as market conditions shift.
Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted.
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Ryan Specialty (RYAN) Q2 Revenue Up 23%

In trading on Friday, shares of Ryan Specialty Holdings Inc (Symbol: RYAN) crossed above their 200 day moving average of $68.54, changing hands as high as $68.91 per share. Ryan Specialty Holdings Inc shares are currently trading up about 2.2% on the day. The chart below shows the one year performance of RYAN shares, versus its 200 day moving average:
Looking at the chart above, RYAN's low point in its 52 week range is $55.67 per share, with $77.16 as the 52 week high point — that compares with a last trade of $68.72.
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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 Holdings Breaks Above 200-Day Moving Average - Bullish for RYAN

Looking at the universe of stocks we cover at Dividend Channel, on 5/13/25, Essential Utilities Inc (Symbol: WTRG), Ryan Specialty Holdings Inc (Symbol: RYAN), and FB Financial Corp (Symbol: FBK) will all trade ex-dividend for their respective upcoming dividends. Essential Utilities Inc will pay its quarterly dividend of $0.3255 on 6/2/25, Ryan Specialty Holdings Inc will pay its quarterly dividend of $0.12 on 5/27/25, and FB Financial Corp will pay its quarterly dividend of $0.19 on 5/27/25. As a percentage of WTRG's recent stock price of $40.60, this dividend works out to approximately 0.80%, so look for shares of Essential Utilities Inc to trade 0.80% lower — all else being equal — when WTRG shares open for trading on 5/13/25. Similarly, investors should look for RYAN to open 0.17% lower in price and for FBK to open 0.42% lower, all else being equal.
Below are dividend history charts for WTRG, RYAN, and FBK, showing historical dividends prior to the most recent ones declared.
Essential Utilities Inc (Symbol: WTRG):
Ryan Specialty Holdings Inc (Symbol: RYAN):
FB Financial Corp (Symbol: FBK):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 3.21% for Essential Utilities Inc, 0.68% for Ryan Specialty Holdings Inc, and 1.67% for FB Financial Corp.
In Friday trading, Essential Utilities Inc shares are currently down about 1%, Ryan Specialty Holdings Inc shares are down about 1.1%, and FB Financial Corp shares are up about 3.5% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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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.

Ex-Dividend Reminder: Essential Utilities, Ryan Specialty Holdings and FB Financial Corp

In trading on Monday, shares of Ryan Specialty Holdings Inc (Symbol: RYAN) crossed above their 200 day moving average of $67.53, changing hands as high as $67.65 per share. Ryan Specialty Holdings Inc shares are currently trading up about 1% on the day. The chart below shows the one year performance of RYAN shares, versus its 200 day moving average:
Looking at the chart above, RYAN's low point in its 52 week range is $50.15 per share, with $77.16 as the 52 week high point — that compares with a last trade of $67.41.
Click here to find out which 9 other stocks recently crossed above their 200 day moving average »
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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 Makes Bullish Cross Above Critical Moving Average

Brown & Brown (BRO) came out with quarterly earnings of $1.29 per share, missing the Zacks Consensus Estimate of $1.30 per share. This compares to earnings of $1.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -0.77%. A quarter ago, it was expected that this insurance company would post earnings of $0.75 per share when it actually produced earnings of $0.86, delivering a surprise of 14.67%.
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 $1.4 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.14%. This compares to year-ago revenues of $1.26 billion. The company has topped consensus revenue estimates four 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 added about 12.2% since the beginning of the year versus the S&P 500's decline of -6.1%.
What's Next for Brown & Brown?
While Brown & Brown has outperformed 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: 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 $1.02 on $1.28 billion in revenues for the coming quarter and $4.20 on $5.21 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 39% 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.
One other stock from the same industry, Ryan Specialty Group (RYAN), is yet to report results for the quarter ended March 2025. The results are expected to be released on May 1.
This insurance company is expected to post quarterly earnings of $0.39 per share in its upcoming report, which represents a year-over-year change of +11.4%. The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days to the current level.
Ryan Specialty Group's revenues are expected to be $682.24 million, up 23.6% from the year-ago quarter.
Should You Invest in Brown & Brown, Inc. (BRO)?
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Brown & Brown (BRO) Lags Q1 Earnings Estimates

Looking at the universe of stocks we cover at Dividend Channel, on 3/4/25, Eversource Energy (Symbol: ES), Eastern Bankshares Inc (Symbol: EBC), and Ryan Specialty Holdings Inc (Symbol: RYAN) will all trade ex-dividend for their respective upcoming dividends. Eversource Energy will pay its quarterly dividend of $0.7525 on 3/31/25, Eastern Bankshares Inc will pay its quarterly dividend of $0.12 on 3/14/25, and Ryan Specialty Holdings Inc will pay its quarterly dividend of $0.12 on 3/18/25. As a percentage of ES's recent stock price of $62.41, this dividend works out to approximately 1.21%, so look for shares of Eversource Energy to trade 1.21% lower — all else being equal — when ES shares open for trading on 3/4/25. Similarly, investors should look for EBC to open 0.68% lower in price and for RYAN to open 0.17% lower, all else being equal.
Below are dividend history charts for ES, EBC, and RYAN, showing historical dividends prior to the most recent ones declared.
Eversource Energy (Symbol: ES):
Eastern Bankshares Inc (Symbol: EBC):
Ryan Specialty Holdings Inc (Symbol: RYAN):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 4.82% for Eversource Energy, 2.72% for Eastern Bankshares Inc, and 0.69% for Ryan Specialty Holdings Inc.
In Friday trading, Eversource Energy shares are currently off about 1.7%, Eastern Bankshares Inc shares are up about 0.3%, and Ryan Specialty Holdings Inc shares are up about 1.5% on the day.
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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.

Ex-Dividend Reminder: Eversource Energy, Eastern Bankshares and Ryan Specialty Holdings

In trading on Friday, shares of Ryan Specialty Holdings Inc (Symbol: RYAN) crossed below their 200 day moving average of $63.85, changing hands as low as $62.50 per share. Ryan Specialty Holdings Inc shares are currently trading off about 3.5% on the day. The chart below shows the one year performance of RYAN shares, versus its 200 day moving average:
Looking at the chart above, RYAN's low point in its 52 week range is $45.725 per share, with $75.97 as the 52 week high point — that compares with a last trade of $66.60.
Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average »
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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.

Notable Two Hundred Day Moving Average Cross - RYAN

Kinsale Capital KNSL is expected to register an improvement in its top and bottom lines when it reports fourth-quarter 2024 results on Feb. 13, after the closing bell.
See the Zacks Earnings Calendar to stay ahead of market-making news.
The Zacks Consensus Estimate for KNSL’s fourth-quarter revenues is pegged at $418.3 billion, indicating 19.1% growth from the year-ago reported figure.
The consensus estimate for earnings is pegged at $4.34 per share. The Zacks Consensus Estimate for KNSL’s fourth-quarter earnings has moved up 2.6% in the past 30 days. The estimate suggests year-over-year increase of 12.1%.
Image Source: Zacks Investment Research
Solid Earnings Surprise History
KNSL’s earnings beat the Zacks Consensus Estimates in each of the trailing four quarters, the average surprise being 9.41%. This is depicted in the following chart.
Image Source: Zacks Investment Research
What the Zacks Model Unveils for KNSL
Our proven model predicts an earnings beat for Kinsale this time around. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold).
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Kinsale has an Earnings ESP of +1.00%. This is because the Most Accurate Estimate of $4.38 is pegged higher than the Zacks Consensus Estimate of $4.34.
Kinsale Capital Group, Inc. Price and EPS Surprise
Kinsale Capital Group, Inc. price-eps-surprise | Kinsale Capital Group, Inc. Quote
Zacks Rank: KNSL carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Shape Q4 Results
Kinsale’s fourth-quarter results are likely to benefit from the strong performing transportation divisions, especially the commercial auto division, growth in personal line space, particularly high-value homeowners division, strong growth in new business submission activity and positive overall rate changes across the book of business. The Zacks Consensus Estimate for net earned premium is pegged at $363 million, indicating a 22% increase from the year-ago reported quarter. Our estimate is $344.7 million.
Net investment income is likely to have benefited from growth in the investment portfolio generated from strong operating cash flows. The Zacks Consensus Estimate for net investment income is pegged at $42.8 million, implying an increase of 40.8% from the year-ago reported quarter. Our estimate is $41.5 million.
A proprietary technology platform, cost-control initiatives to manage expenses and ceding commissions generated from the company's casualty and commercial property quota-sharing reinsurance agreements are likely to have aided margins. The Zacks Consensus Estimate for expense ratio is pegged at 20.4.
Underwriting income benefited from premium growth and lower relative net commissions. Our estimate is $77 million. The Zacks Consensus Estimate for combined ratio is pegged at 76.
Share buybacks are likely to have aided the bottom line.
KNSL’s Price Performance & Expensive Valuation
The stock outperformed the industry, sector and the Zacks S&P 500 composite index in 2024.
Image Source: Zacks Investment Research
KNSL stock is not that cheap, as its Value Score of D suggests an unfavorable valuation at this moment.
Image Source: Zacks Investment Research
The stock is trading at a price-to-book value of 7.55X, higher than the industry’s 1.56X. It is expensive compared with other players like Globe Life GL and Everest Group EG but cheap compared with Ryan Specialty RYAN.
Investment Thesis
Kinsale is well poised to gain from its strong presence across the E&S market in the United States and high retention rates stemming from contract renewals. Management noted that the E&S market has grown significantly and generated better underwriting results than the broader P&C industry. It remains well-poised to benefit from continued market dislocation, aiding improved submission flows and better pricing decisions.
KNSL has been successfully delivering improved margins and lower loss ratios. The insurer targets clients with small and medium-sized accounts, offering better pricing. Management estimates low double-digit rate increases across the book of business.
Kinsale enjoys the best combination of high growth and low combined ratio among its peers. It targets a combined ratio in the mid-80s range over the long term.
KNSL is well poised to generate an improved expense ratio given its proprietary technology platform, which is likely to provide it with a competitive edge over other industry players and scalability in business. The insurer drives profitability and operational efficiency using analytics.
Amid a low interest rate environment, investment income should benefit from the investment of excess operating funds.
Notably, its free cash flow conversion has remained more than 85% over the last several quarters, reflecting its solid earnings.
Conclusion
Kinsale Capital is poised to gain from its focus on the excess and supply market, prudent underwriting, lower expense ratio, growth in the investment portfolio and effective capital deployment.
The insurer has an impressive dividend history. It has increased dividends since 2017 at a seven-year CAGR (2017-2024) of 12%, riding on the strength of operational excellence that supports its solid capital position.
However, given its expensive valuation, it is better to wait for some more time before investing in the stock.
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What Should You Do With Kinsale Stock Ahead of Q4 Earnings?

Arthur J. Gallagher (AJG) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $2.02 per share. This compares to earnings of $1.85 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 5.45%. A quarter ago, it was expected that this insurance and risk-management company would post earnings of $2.26 per share when it actually produced earnings of $2.26, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Arthur J. Gallagher, which belongs to the Zacks Insurance - Brokerage industry, posted revenues of $2.68 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.12%. This compares to year-ago revenues of $2.39 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.
Arthur J. Gallagher shares have added about 3.6% since the beginning of the year versus the S&P 500's gain of 2.7%.
What's Next for Arthur J. Gallagher?
While Arthur J. Gallagher has outperformed 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 Arthur J. Gallagher: favorable. 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 #2 (Buy) for the stock. So, the shares are expected to outperform 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 $3.38 on $3.56 billion in revenues for the coming quarter and $11.52 on $12.48 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 19% 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.
One other stock from the same industry, Ryan Specialty Group (RYAN), is yet to report results for the quarter ended December 2024. The results are expected to be released on February 20.
This insurance company is expected to post quarterly earnings of $0.47 per share in its upcoming report, which represents a year-over-year change of +34.3%. The consensus EPS estimate for the quarter has been revised 0.8% lower over the last 30 days to the current level.
Ryan Specialty Group's revenues are expected to be $667.28 million, up 25.2% from the year-ago quarter.
Should You Invest in Arthur J. Gallagher & Co. (AJG)?
Before you invest in Arthur J. Gallagher & Co. (AJG), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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Arthur J. Gallagher (AJG) Q4 Earnings and Revenues Top Estimates

(RTTNews) - Ryan Specialty Holdings Inc. (RYAN) announced on Tuesday that it has reached a definitive agreement to acquire Velocity Risk Underwriters, a Nashville-based underwriter, from Oaktree Capital Management for $525 million in upfront cash.
Velocity Risk focuses on first-party insurance coverage for properties exposed to catastrophes such as named storms, earthquakes, and tornadoes in the U.S.
As part of the deal, Velocity's excess and surplus carrier, Velocity Specialty Insurance Co. will be acquired by FM, a mutual insurance company specializing in commercial property.
The acquisition of Velocity Risk is expected to close in early 2025.
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 Holdings, Inc.

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