Added to YB: 2026-05-21
Pitch date: 2026-04-20
RYAN [neutral]
Ryan Specialty Holdings, Inc.
-13.1%
current return
Author Info
No bio for this author
Company Info
Ryan Specialty Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, rest of Europe, India, Singapore, and internationally.
Market Cap
$4.4B
Pitch Price
$38.01
Price Target
N/A
Dividend
1.54%
EV/EBITDA
8.96
P/E
43.46
EV/Sales
2.75
Sector
Insurance
Category
turnaround
Cooper Investors Global Equities Fund Portfolio Holding: Ryan Specialty Holdings, Inc.
RYAN (trimmed position): Wholesale broker hit by rapid insurance pricing downturn, particularly property. Mgmt notes fastest cycle turn in 60+ yrs. Strong competitive position & countercyclical investment in talent/tech, but reduced size materially given continued end market weakness.
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