Ryan Specialty Holdings, Inc. Class A RYAN

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. The letter can be downloaded here. The Fund returned 6.6% for the quarter, bringing its financial-year return to -6.4%. On a local currency basis, performance was approximately flat for the year, as the strengthening Australian Dollar […]

Geopolitical risk in the Middle East has moved from background noise to headline driver, with Iran, the Strait of Hormuz and Houthi attacks all reshaping how capital views global shipping and war-related exposure. Investors now face a rare moment where insurance-linked stocks tied to these routes could see their risk, pricing power and demand profile change at the same time. This article walks through 3 stocks from our Global Marine Insurance and War-Risk Insurers screener that appear most...

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets saw broad gains in Q2, driven by strong corporate earnings, economic resilience, and enthusiasm for artificial intelligence (AI). Major indices reached all-time highs, though the energy sector declined. Continued earnings growth, especially among […]

Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for “Orbis Global Equity Strategy”. The letter can be downloaded here. In the first half of 2026, the Global Equity Strategy returned 19.9%, surpassing the MSCI All Country World Index by 7.8%. The market faced narrow breadth in the quarter. The strategy focuses […]

Free cash flow is one of the most reliable indicators of financial durability. These businesses not only generate cash but reinvest intelligently to sustain momentum.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Ryan Specialty Holdings stock has delivered a 45.8% gain over the past five years, yet the latest valuation checks lean closer to expensive than cheap. Recent share price pressure and mixed shorter term returns sit alongside a low overall value score and an equity market that is weighing how much to pay for the company’s growth story. Over five years, Ryan Specialty Holdings has returned 45.8%, which points to a shareholder experience that has been positive over a longer horizon even though...

Ryan Specialty Holdings (RYAN) has drawn investor attention after recent performance data highlighted mixed share price moves across different periods. The stock closed at US$42.82 on 12 August 2026, with returns varying sharply across time frames. See our latest analysis for Ryan Specialty Holdings. Recent price action for Ryan Specialty Holdings has been choppy, with a 34.61% 90 day share price return contrasting with a year to date share price decline of 15.39%, while the 1 year total...

The fair value estimate for Ryan Specialty Holdings has been updated from US$45.88 to US$50.72, based on revised assumptions in the latest model. This shift aligns with recent analyst commentary, as many firms are lifting price targets while still debating how durable growth will be and what valuation level makes sense after the stock’s rebound. In the sections that follow, you will see how these target moves fit into the broader analyst narrative and what to watch as that story continues to...

On Aug. 13, 2026, the specialty insurance platform jumped 43% after announcing a $4 billion all-cash deal and posting stronger-than-expected second-quarter results.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Ryan Specialty (NYSE:RYAN) and its peers.

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]