Oct 29, 4:08 PM ET
Ryan Specialty reported third-quarter 2026 results, with total revenue up 4.7% year over year to $790.0 million and net income up 40.6% to $88.0 million. Adjusted diluted earnings per share rose 8.5% to $0.51, though the Adjusted EBITDAC margin slipped to 30.9% from 31.2%, and the board declared a $0.13 quarterly dividend.
- Total revenue of $790.0 million, up 4.7% from $754.6 million; organic revenue growth was 4.0%
- Net income of $88.0 million, or $0.29 per diluted share, versus $62.6 million and $0.20 a year earlier
- Adjusted diluted EPS of $0.51, up 8.5%; Adjusted EBITDAC margin of 30.9% versus 31.2%
- Board declared a $0.13 dividend per Class A share, payable November 24, 2026, to holders of record on November 10, 2026
Read the filing on SEC.gov ↗
Aug 7, 4:26 PM ET
Ryan Specialty Holdings amended its Executive Chairman Option Settlement Agreement with the Ryan Stock Option Trust on August 4, 2026, to cover a second tranche of stock options for 287,646 Class A shares granted to certain employees. The company says the arrangement is designed to be net neutral to its outstanding share count. The filing contains no financial results or guidance.
- Amendment No. 1 dated August 4, 2026 extends the back-to-back purchase arrangement from the May 5, 2026 Original Agreement.
- Second Tranche Executive Chairman Stock Options cover 287,646 shares of Class A common stock, par value $0.001, granted to certain employees under the 2021 Omnibus Incentive Plan.
- The Ryan Stock Option Trust is a trust with Patrick G. Ryan, Executive Chairman, and Shirley W. Ryan as trustees.
Read the filing on SEC.gov ↗
Jul 30, 4:07 PM ET
Ryan Specialty reported second-quarter 2026 total revenue of $916.6 million, up 7.2% year-over-year, while GAAP net income fell 13.1% to $108.4 million. The company also lowered its full-year 2026 Adjusted EBITDAC margin outlook to down 50 to 100 basis points, and declared a $0.13 quarterly dividend, so shareholders see mixed headline results and a narrower margin outlook.
- Total revenue $916.6 million, up 7.2%; Adjusted diluted EPS $0.74, up 12.1% from $0.66
- GAAP net income $108.4 million, down 13.1%; diluted EPS $0.33 versus $0.38 a year earlier
- Full-year 2026 guidance: Adjusted EBITDAC margin now expected to be down 50 to 100 basis points versus 2025; organic growth guidance of mid-single digits maintained
- Quarterly dividend of $0.13 per share payable August 25, 2026, to holders of record on August 11, 2026
Read the filing on SEC.gov ↗
Apr 30, 4:08 PM ET
Ryan Specialty Holdings agreed on April 30, 2026 to enter into an option settlement agreement with the Ryan Stock Option Trust, under which the trust must sell up to approximately $52.3 million of Class A common stock to the company. The arrangement supports stock options granted to certain employees, and the company says it is designed to be net neutral to its outstanding share count, since repurchased shares will be retired.
- Trust must sell up to about $52.3 million of Class A common stock to the company, at the May 4, 2026 NYSE closing price
- Agreement is to be dated May 5, 2026 and runs through June 9, 2036, unless terminated earlier, including on a change in control
- Repurchases close monthly after employee exercises of Executive Chairman Stock Options, which vest from July 1, 2029 and expire May 5, 2036
- The trust is a trust of Executive Chairman Patrick G. Ryan and Shirley W. Ryan as trustees
Read the filing on SEC.gov ↗
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