RYAN SPECIALTY HOLDINGS, INC. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 45/100
What the filing says
Ryan Specialty reported Q3 2026 total revenue of $790.0M (4.7% YoY growth) with organic growth of 4.0%. Net income reached $88.0M ($0.29 diluted EPS), up 40.6% YoY. Adjusted EBITDAC grew 3.8% to $244.4M; adjusted diluted EPS increased 8.5% to $0.51. The company returned $173.7M to shareholders via $150.0M in stock repurchases (3.5M shares) and $23.7M in dividends. Nine-month results show $2.5B revenue (+8.8%), $237M net income (+29.6%), and adjusted EBITDAC of $803.4M (+7.9%). Company maintains mid-single-digit organic revenue guidance; expects adjusted EBITDAC margin down modestly vs. 2025.
Why this rating
Solid mid-single-digit organic growth in tough market; margin compression offsets earnings leverage. Buyback ($450M YTD) and debt stable; no material M&A or strategic shifts. Routine quarterly performance for $8.6B company.
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