RYAN
Ryan Specialty Holdings, Inc.Financial Services · $4.7B market cap
Verdict
Share price
$37.67
close of Oct 3, 2026
Fair value
$69.68
Sticker Price
Payback Price
$27.87
buy price
RYAN is Undervalued: at $37.67 it trades 46% below its fair value of $69.68. Its buy price (Payback Price) is $27.87, 26% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow Growth. Free cash flow is growing faster than reported earnings, so we project free cash flow 10 years ahead instead.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold RYAN. In Q2 2026, 2 added. Who we track
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$298.8M
7,912,669 shares
Torray Funds
Torray Funds · as of Q2 2026
$2.9M
77,911 shares
Moves in Q2 2026
Added: Torray Funds, Vulcan Value Partners
Insider activity
Since Jun 11, 2026: 2 open-market purchases worth $105K, 2 sales worth $1.7M and 9 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
Kuczinski Anthony J
director · 2026-06-12
Bought
$18K
Kuczinski Anthony J
director · 2026-06-11
Bought
$87K
Sales
MULSHINE BRENDAN MARTIN
Co-President and CRO · 2026-09-08
Sold
$1.6M
Conklin Michael
EVP & CHRO · 2026-08-13
Sold
$86K
Other filings
MULSHINE BRENDAN MARTIN
Co-President and CRO · 2026-09-04
C-Conversion
40,000 shares
CORTEZI NICHOLAS DOMINIC
director · 2026-08-14
J-Other
313,116 shares
CORTEZI NICHOLAS DOMINIC
director · 2026-08-14
J-Other
1,841,019 shares
Bienen Henry S
director · 2026-08-10
G-Gift
3,000 shares
Keogh Stephen Patrick
Co-President and COO · 2026-08-04
Award
$1,000K
About Ryan Specialty Holdings, Inc.
Ryan Specialty Holdings, Inc. functions as a provider of specialized insurance products and comprehensive solutions for the benefit of insurance brokers, agents, and carriers. The company delivers a range of services including distribution, underwriting, product development, administration, and risk management, primarily through its roles as a wholesale broker and a managing underwriter. This firm, established in…
Insurance - Brokers
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works