Ryan Specialty Holdings (NYSE: RYAN) will announce its Third Quarter 2026 financial results after market close on Thursday, October 29, 2026. The specialty insurance firm plans to discuss these figures during a conference call later that day.

The conference call is scheduled for 4:45 pm Eastern Time on the same date. Interested parties can access the live webcast by registering via the company’s Investor Relations website or the provided link. Attendees are advised to join the webcast at least 10 minutes prior to the scheduled start time.

Access and Replay Details

A replay of the conference call will be available on the Ryan Specialty Investor Relations website for one year following the event. This allows investors and analysts who cannot attend live to review the management commentary and financial disclosures at their convenience.

Company Profile

Founded in 2010, Ryan Specialty operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers. The firm provides distribution, underwriting, product development, administration, and risk management services. It acts as both a wholesale broker and a managing underwriter with delegated authority from insurance carriers.

Contact Information

Investor Relations Nicholas Mezick, VP, Investor Relations Email: IR@ryanspecialty.com Phone: (312) 784-6152

Media Relations Alice Phillips Topping, SVP, Chief Marketing & Communications Officer Email: Alice.Topping@ryanspecialty.com Phone: (312) 635-5976

Ryan Specialty Holdings Inc reported second quarter 2026 results that exceeded analyst consensus estimates, driving an 11.7% surge in pre-market trading to $49.25 per share. The specialty insurance firm posted total revenue of $916.6 million, a 7.2% year-over-year increase from $855.2 million in the prior-year period. Adjusted diluted earnings per share rose 12.1% to $0.74, significantly beating the $0.60 estimate by 23.33%. Quarterly sales of $916.647 million also surpassed the $872.957 million estimate by 5.00%, reflecting strong organic growth and new client wins across its wholesale brokerage and underwriting management segments.

Analyst Reactions and Price Target Upgrades

Following the earnings announcement, several analysts revised their outlooks for Ryan Specialty, citing the company's ability to deliver growth in a challenging environment. Barclays analyst Alex Scott maintained an Overweight rating on the stock and raised the price target from $46 to $48. Similarly, Keefe, Bruyette & Woods analyst Meyer Shields maintained an Outperform rating and boosted the price target from $48 to $54. These adjustments reflect increased confidence in the firm's operational execution and its position at the top of specialty distribution and underwriting markets.

Financial Performance and Segment Growth

The company's adjusted net income increased 7.6% to $198.7 million from $184.7 million in the prior-year period. Adjusted EBITDAC grew 6.0% to $326.9 million, with a margin of 35.7% compared to 36.1% previously. The slight margin compression was attributed to higher adjusted compensation and benefits expense, which rose to $494.9 million (54.0% ratio) from $453.4 million (53.0% ratio). Despite this, total operating expenses of $736.3 million were offset by robust revenue generation, particularly in Underwriting Management, which saw a 12.8% increase to $303.8 million.

Net income decreased 13.1% to $108.4 million due to higher income tax expenses and restructuring costs related to the Empower Program. However, the core business momentum remained strong, with organic revenue growth of 6.7% driven by solid retention rates and expanded client relationships. Wholesale Brokerage revenue grew 4.5% to $498.8 million, while Binding Authority rose 6.0% to $100.2 million.

Capital Return and Guidance Update

Ryan Specialty continued its aggressive capital return strategy, repurchasing 8.1 million Class A common shares for $260.0 million and paying $24.5 million in dividends during the quarter. As of June 30, 2026, the company held $140.1 million in cash and cash equivalents against $3.6 billion in outstanding debt principal. The Board declared a quarterly dividend of $0.13 per share, payable on August 25, 2026, to stockholders of record as of August 11, 2026.

Looking ahead, the company maintained its full year 2026 guidance for Organic Revenue Growth Rate in the mid-single digits. However, it updated its Adjusted EBITDAC Margin guidance to be down 50–100 basis points versus the prior year, acknowledging ongoing pressure from compensation costs. Patrick G. Ryan, Founder and Executive Chairman, emphasized the team's pride in delivering excellent performance despite market headwinds, while CEO Timothy W. Turner highlighted the platform's ability to meet pressing client needs through its specialized distribution network.