Every material Form 8-K Ryan Specialty filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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.
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
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
Ryan Specialty reported first quarter 2026 results for the period ended March 31, 2026. Total revenue rose 15.2% to $795.2 million and net income was $40.6 million, compared with a loss of $4.4 million a year earlier, but operating income fell 5.6% to $94.6 million. The company also updated its 2026 outlook to mid-single-digit organic revenue growth and an Adjusted EBITDAC margin 100 to 150 basis points lower than in 2025, and declared a $0.13 quarterly dividend.
Total revenue grew 15.2% year-over-year to $795.2 million; organic revenue growth was 11.8%, compared with 12.9% a year earlier.
Net income was $40.6 million, or $0.13 per diluted share, versus a loss of $(0.22) per share a year earlier; Adjusted diluted EPS rose 20.5% to $0.47.
2026 guidance: organic revenue growth in the mid-single digits and an Adjusted EBITDAC margin down 100 to 150 basis points versus the prior year.
Quarterly dividend of $0.13 per Class A share declared April 30, 2026, payable May 26, 2026, to holders of record as of May 12, 2026.
Ryan Specialty reported fourth-quarter 2025 total revenue of $751.2 million, up 13.2%, while net income fell 26.6% to $31.2 million. The board also approved a three-year Empower restructuring program with about $160 million of pre-tax charges, a $300 million share repurchase authorization and an 8.3% dividend increase, which affects shareholders through near-term charges and capital returns.
Q4 2025 total revenue $751.2 million, up 13.2%; net income $31.2 million, down 26.6%; diluted EPS $0.06
Adjusted diluted EPS flat at $0.45; Adjusted EBITDAC margin 29.6% versus 32.6% a year earlier
Empower Program: about $160 million of cumulative pre-tax charges through 2028, with about $80 million of annual savings expected in 2029
$300 million share repurchase authorization; quarterly dividend raised 8.3% to $0.13, payable March 10, 2026
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ryan Specialty filing is on SEC EDGAR ↗. 8-K briefs of other companies →