Companies ›Financials ›RYAN.K

RYAN.K — NYSE Insurance

Ryan.K

$44,16

Open in Charts → Attach watcher ⌖

— —

USD

Set alert

Last 30 days

1D5D1M3M6MYTD1Y5YMax

Live price chart loads from the market-data widget.

Mcap

—

P/E

—

EV / Rev

—

Div yield

—

Op margin

16,5 %

ROE

9,8 %

Net margin

2,1 %

Debt / equity

5,08

Beta

—

52w range

—

Volume

—

Day range

—

Prev close

$44,09

Open

$47,00

Next earnings

2026-10-28

Ex-dividend

—

TR 1Y

—

About

Ryan Specialty Holdings Inc operates as a multiline insurance and broker within the Financials sector, generating revenue through underwriting and brokerage activities.

Business. Ryan Specialty Holdings Inc operates as a multiline insurance and broker within the Financials sector, generating revenue through underwriting and brokerage activities.

Classification85 %

SectorFinancials

Industry groupInsurance

Generated · model-assisted

Sell-side consensus

—consensus pending

— buy— hold— sell

Avg 12m price target—

Upcoming events

EarningsQ3 2026 earnings (expected)2026-10-28 · estimated

See all catalysts →

At a glance

Score

—

not yet scored

Valuation

—

valuation pending

Analysts

—

not yet wired

Ownership→

T. Rowe Price Investment Management, Inc.

largest disclosed fund holder

Profitability→

9,8 %

return on equity

Quality

—

not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning RYAN.

Sector rotation

Sector1D1Mvs mkt

Materials+2,3 %+6,6 %+1,7 %

Communication Services+2,2 %−5,5 %+1,6 %

Energy+0,6 %+3,3 %+0,0 %

Health Care+0,6 %−0,8 %+0,0 %

Information Technology+0,6 %+6,7 %+0,0 %

Consumer Discretionary+0,4 %+7,6 %−0,2 %

Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %

Consumer Staples−0,4 %+2,5 %−1,0 %

Real Estate−0,7 %+10,9 %−1,3 %

Industrials−1,9 %−3,1 %−2,5 %

Utilities−1,9 %+28,2 %−2,5 %

Developing storylines

No tracked sagas currently linked to RYAN.K. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Company
EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
Macro
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR

Pre-earnings brief

— missing data

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Synthesis

Business

Ryan Specialty Holdings Inc operates as a multiline insurance and broker within the Financials sector, generating revenue through underwriting and brokerage activities.

Classification85 %

SectorFinancials

Industry groupInsurance

AI synthesis

GENERATED

The capital structure is characterized by high leverage, with a debt-to-equity ratio of 5.08 and long-term debt of $3.29 billion against total equity of $648 million. Total liabilities stand at $9.31 billion, significantly exceeding total assets of $10.56 billion. Liquidity is assessed as medium risk, supported by operating cash flow of $643.7 million, though cash and equivalents are limited to $158.3 million. The net cash position is negative after subtracting total debt, indicating reliance on debt financing for operations and growth.

Profitability metrics show a return on equity of 9.78% and a return on assets of 0.6%. Operating income is $493.6 million on revenue of $2.99 billion, while net income is $63.4 million. The low return on assets relative to the high leverage suggests that equity returns are amplified by debt, but the thin net income margin indicates significant interest expenses or other non-operating costs. Without cohort medians, direct comparative analysis of profitability efficiency is omitted, but the absolute returns are modest given the asset base.

Segment and geographic data are not provided in the input, preventing analysis of revenue concentration or regional exposure. The company operates through multiple subsidiaries, including New Ryan Specialty, LLC, Ryan Specialty, LLC, and various underwriting managers such as Clach Casualty and Celerity Risk Solutions, indicating a diversified operational structure within the insurance and brokerage space.

Growth trajectory cannot be assessed due to the absence of historical period data. The current financial snapshot provides a single-period view, with no year-over-year or quarter-over-quarter trends available to evaluate revenue or income momentum.

Risk factors include medium liquidity risk and unknown dilution risk, as basic and diluted share counts are missing. The high debt-to-equity ratio and negative net cash position are key flags, suggesting sensitivity to interest rate changes and refinancing risks. The inability to assess dilution risk limits the completeness of the equity risk profile.

Recent events include reconciler enqueue actions for analysis jobs, with no specific news, filing, or transcript observations provided. The IR observations confirm the subsidiary structure, but no recent strategic announcements or market-moving events are documented in the input data.

Key takeaways

High leverage with a debt-to-equity ratio of 5.08 and negative net cash position.
Modest profitability with 9.78% ROE and 0.6% ROA on a $10.56 billion asset base.
Medium liquidity risk supported by $643.7 million in operating cash flow.
Unknown dilution risk due to missing share count data.
Operational structure includes multiple underwriting and brokerage subsidiaries.
No historical growth data or segment breakdowns available for trend analysis.

Bull / Bear case

analysis pipeline

— missing data

In focus — financials by report

Valuation

Market price

$44,16

Market cap

—

Enterprise valueⓘ

—

P/Eⓘ

—

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

—

EV / Op incomeⓘ

—

EV / OCFⓘ

—

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

$1.25B

Net cashⓘ

-$3.13B

Current ratioⓘ

—

Debt / equityⓘ

5.1

ROAⓘ

0.6%

ROEⓘ

9.8%

Cash conversionⓘ

1015.0%

CapEx / revenueⓘ

0.1%

SBC / revenueⓘ

—

Dilution ratioⓘ

—

Revenue by segment

Business relationships

Business relationships115 disclosed relationships · 2 types · extracted from filings & disclosures

Partners3

American International GroupAIG.OPartner90%Source ↗

Fairfax Financial Hldgs LtdFFH.TOPartner90%Source ↗

Markel Group IncMKL.OPartner90%Source ↗

Subsidiaries112

EX21:04d79f523aaaEX21:04d79f523aaaSubsidiarie97%

EX21:08ea397f2589EX21:08ea397f2589Subsidiarie97%

EX21:09375406d484EX21:09375406d484Subsidiarie97%

EX21:0afd0062196fEX21:0afd0062196fSubsidiarie97%

EX21:0d290a4b3ca0EX21:0d290a4b3ca0Subsidiarie97%

EX21:0d2d96614a3dEX21:0d2d96614a3dSubsidiarie97%

EX21:117cfee41beeEX21:117cfee41beeSubsidiarie97%

EX21:132664054b7dEX21:132664054b7dSubsidiarie97%

EX21:1552f5874b15EX21:1552f5874b15Subsidiarie97%

EX21:157bdb76370cEX21:157bdb76370cSubsidiarie97%

EX21:15ac0b6e7079EX21:15ac0b6e7079Subsidiarie97%

EX21:17deb60dd46bEX21:17deb60dd46bSubsidiarie97%

EX21:19d3e6f03ffeEX21:19d3e6f03ffeSubsidiarie97%

EX21:19f3e0344a37EX21:19f3e0344a37Subsidiarie97%

EX21:1aed279e19c6EX21:1aed279e19c6Subsidiarie97%

EX21:1c85d4342b62EX21:1c85d4342b62Subsidiarie97%

EX21:1fbb3a9a1f98EX21:1fbb3a9a1f98Subsidiarie97%

EX21:225cf8b9ee68EX21:225cf8b9ee68Subsidiarie97%

EX21:22a9dbb199fdEX21:22a9dbb199fdSubsidiarie97%

EX21:2389da6a2658EX21:2389da6a2658Subsidiarie97%

EX21:23e03d161afeEX21:23e03d161afeSubsidiarie97%

EX21:24f3a38cbac0EX21:24f3a38cbac0Subsidiarie97%

EX21:26d28f6072e0EX21:26d28f6072e0Subsidiarie97%

EX21:289d00bc9c4fEX21:289d00bc9c4fSubsidiarie97%

EX21:29717ce87697EX21:29717ce87697Subsidiarie97%

EX21:2b64d5c4d1c2EX21:2b64d5c4d1c2Subsidiarie97%

EX21:2c05a826cabfEX21:2c05a826cabfSubsidiarie97%

EX21:2ef4a3b83271EX21:2ef4a3b83271Subsidiarie97%

EX21:30e0b0df76cdEX21:30e0b0df76cdSubsidiarie97%

EX21:357885e74234EX21:357885e74234Subsidiarie97%

EX21:36f2678a268eEX21:36f2678a268eSubsidiarie97%

EX21:390a1d65d859EX21:390a1d65d859Subsidiarie97%

EX21:3a1ad0b8e2c3EX21:3a1ad0b8e2c3Subsidiarie97%

EX21:3d8751f4d83dEX21:3d8751f4d83dSubsidiarie97%

EX21:3e043579738cEX21:3e043579738cSubsidiarie97%

EX21:40943ea36855EX21:40943ea36855Subsidiarie97%

EX21:416d7f88aa7eEX21:416d7f88aa7eSubsidiarie97%

EX21:425a9db3f8eaEX21:425a9db3f8eaSubsidiarie97%

EX21:42a212a8a6feEX21:42a212a8a6feSubsidiarie97%

EX21:45a9199cae10EX21:45a9199cae10Subsidiarie97%

EX21:4729c7f0a5d6EX21:4729c7f0a5d6Subsidiarie97%

EX21:49a046c21596EX21:49a046c21596Subsidiarie97%

EX21:515b11f7a905EX21:515b11f7a905Subsidiarie97%

EX21:532a2020f500EX21:532a2020f500Subsidiarie97%

EX21:55420c28ed9dEX21:55420c28ed9dSubsidiarie97%

EX21:554f64cce242EX21:554f64cce242Subsidiarie97%

EX21:59a1231ca013EX21:59a1231ca013Subsidiarie97%

EX21:5c93fcecc1faEX21:5c93fcecc1faSubsidiarie97%

EX21:5cfedfd000edEX21:5cfedfd000edSubsidiarie97%

EX21:5d8706f861d0EX21:5d8706f861d0Subsidiarie97%

EX21:60d4452f672fEX21:60d4452f672fSubsidiarie97%

EX21:662910931830EX21:662910931830Subsidiarie97%

EX21:66c0803aecd7EX21:66c0803aecd7Subsidiarie97%

EX21:68632e781e8aEX21:68632e781e8aSubsidiarie97%

EX21:69ac7f1289feEX21:69ac7f1289feSubsidiarie97%

EX21:6ba676317e9eEX21:6ba676317e9eSubsidiarie97%

EX21:704b1d851174EX21:704b1d851174Subsidiarie97%

EX21:74f1978046a2EX21:74f1978046a2Subsidiarie97%

EX21:76a8b0e02c13EX21:76a8b0e02c13Subsidiarie97%

EX21:7867fd9da71fEX21:7867fd9da71fSubsidiarie97%

EX21:787454664f4bEX21:787454664f4bSubsidiarie97%

EX21:795b000d75f4EX21:795b000d75f4Subsidiarie97%

EX21:7b2604c976fbEX21:7b2604c976fbSubsidiarie97%

EX21:7b46486fa922EX21:7b46486fa922Subsidiarie97%

EX21:7bef937f6d48EX21:7bef937f6d48Subsidiarie97%

EX21:8048f19b1559EX21:8048f19b1559Subsidiarie97%

EX21:8103ac9338a6EX21:8103ac9338a6Subsidiarie97%

EX21:812680776d4bEX21:812680776d4bSubsidiarie97%

EX21:8598d4d03160EX21:8598d4d03160Subsidiarie97%

EX21:89691e86325eEX21:89691e86325eSubsidiarie97%

EX21:8f610bae132aEX21:8f610bae132aSubsidiarie97%

EX21:8f810f27ba00EX21:8f810f27ba00Subsidiarie97%

EX21:91a30706e141EX21:91a30706e141Subsidiarie97%

EX21:923d26ae960bEX21:923d26ae960bSubsidiarie97%

EX21:99226608fa02EX21:99226608fa02Subsidiarie97%

EX21:a165046125d3EX21:a165046125d3Subsidiarie97%

EX21:a2eeaa498095EX21:a2eeaa498095Subsidiarie97%

EX21:a67924fc6555EX21:a67924fc6555Subsidiarie97%

EX21:a71c8f0449a5EX21:a71c8f0449a5Subsidiarie97%

EX21:ac9eb29d5f1cEX21:ac9eb29d5f1cSubsidiarie97%

EX21:ae93b14bffa4EX21:ae93b14bffa4Subsidiarie97%

EX21:b0c17735b56fEX21:b0c17735b56fSubsidiarie97%

EX21:b18d104af1b8EX21:b18d104af1b8Subsidiarie97%

EX21:b2d0b2047ab3EX21:b2d0b2047ab3Subsidiarie97%

EX21:b437133828acEX21:b437133828acSubsidiarie97%

EX21:bc279ccd75dcEX21:bc279ccd75dcSubsidiarie97%

EX21:c00df5a94a2cEX21:c00df5a94a2cSubsidiarie97%

EX21:c30ceac08352EX21:c30ceac08352Subsidiarie97%

EX21:c98a13c1258aEX21:c98a13c1258aSubsidiarie97%

EX21:caad79ffa38bEX21:caad79ffa38bSubsidiarie97%

EX21:cb0f65d2411dEX21:cb0f65d2411dSubsidiarie97%

EX21:cbde3c357179EX21:cbde3c357179Subsidiarie97%

EX21:ccaa1d140a37EX21:ccaa1d140a37Subsidiarie97%

EX21:ced00b7910c1EX21:ced00b7910c1Subsidiarie97%

EX21:dd0902688c25EX21:dd0902688c25Subsidiarie97%

EX21:dddbda67c8c0EX21:dddbda67c8c0Subsidiarie97%

EX21:e059c435a882EX21:e059c435a882Subsidiarie97%

EX21:e1ca692573bfEX21:e1ca692573bfSubsidiarie97%

EX21:e429a75b5bfaEX21:e429a75b5bfaSubsidiarie97%

EX21:e469e0d64588EX21:e469e0d64588Subsidiarie97%

EX21:e49e8a0e0101EX21:e49e8a0e0101Subsidiarie97%

EX21:e5b4534e3f52EX21:e5b4534e3f52Subsidiarie97%

EX21:ecc3edbc5cdfEX21:ecc3edbc5cdfSubsidiarie97%

EX21:f356366169baEX21:f356366169baSubsidiarie97%

EX21:f581ac4ccf0eEX21:f581ac4ccf0eSubsidiarie97%

EX21:f5e81d80a888EX21:f5e81d80a888Subsidiarie97%

EX21:f633246de422EX21:f633246de422Subsidiarie97%

EX21:f6d214116085EX21:f6d214116085Subsidiarie97%

EX21:fbf4991f9ecfEX21:fbf4991f9ecfSubsidiarie97%

EX21:fc4ace82bffcEX21:fc4ace82bffcSubsidiarie97%

EX21:fd1184e2282eEX21:fd1184e2282eSubsidiarie97%

EX21:fecd85420783EX21:fecd85420783Subsidiarie97%

Supply chain

Vendors → RYAN ↔ Partners → Customers · click any node to drill

3 mentions in 10-K0 from corporate websites0 from news dispatches

Updated 2026-06-24

Peer comparison

— missing data

Market position

Stress test

— missing data

Predictor forecast

Full fiscal year~1 year ahead

Full fiscal year · our forecast vs guidance vs consensus

Metric	Our forecast	Guidance	Consensus
EPS	—no estimate	—no estimate	2,10
Revenue	—no estimate	—no estimate	3,3B USD
Operating income	—no estimate	—no estimate	644,2M USD

Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.

Corporate eventM&A horizon

M&A probabilityconf 3 %

Probability

3 %

Base rate

3 %

Band

—

180-day horizon · target 2027-01-28 · 1,0× base rate

No acquirer candidates identified by the signal model.

Probabilistic model output — not investment advice. · generated 2026-08-01

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Consensus distribution

sell-side coverage

Recommendation distribution20 analysts

Strong buy3

Buy6

Hold10

Sell1

Strong sell0

12-month price target$49,34 · Median $48,00

Low $31,00High $76,00

Operating income · consensus644,2M USD

EPS surprise

−6,8 %

reported vs consensus · miss

Revenue surprise

−6,7 %

reported vs consensus · miss

Estimate revisions

consensus EPS · 26-week trend

— missing data

Sell-side observations

Low$31,00

Mean$49,34

Median$48,00

High$76,00

Spot$44,16

+11.7 %implied to mean12-month sell-side price targets · ▲ spot

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskUnknown

Liquidity riskMedium

Filing-based flags

Net cash is negative after subtracting total debt.

Benchmarks vs cohort

Op Margin16,5 %Above median

Net Margin2,1 %Below median

ROE9,8 %Below median

Capex / Rev0,1 %Above median

D/E5,08Bottom quartile

Cash Conv10,15Best in class

Corporate actions / M&A

M&A probabilityconf —

Probability

3 %

Base rate

3 %

Band

Low

180-day horizon · target 2027-01-28 · 1,0× base rate

No acquirer candidates identified by the signal model.

Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

Derivative transactions

Net disposed 1 447 729 sh2 exercises · 7 grants8 insiders

Hamilton Janice MChief Financial Officer · Restricted LLC Units → Class A Common StockDisposed 5 821exercise · 2026-07-22
MULSHINE BRENDAN MARTINCo-President and CRO · Executive Chairman Stock Option → Class A Common StockAcquired 33 715 @ $29,66grant · 2026-05-05
RYAN PATRICK GDirector, Executive Chairman, 10% owner · Call option (obligation to sell) → Class A Common StockDisposed 1 787 446 @ $29,66disposition · 2026-05-05
Hamilton Janice MChief Financial Officer · Executive Chairman Stock Option → Class A Common StockAcquired 33 715 @ $29,66grant · 2026-05-05
Wuller Benjamin MIlesCEO RSUM · Executive Chairman Stock Option → Class A Common StockAcquired 33 715 @ $29,66grant · 2026-05-05
KATZ MARK STEPHENEVP & General Counsel · Executive Chairman Stock Option → Class A Common StockAcquired 33 715 @ $29,66grant · 2026-05-05
TURNER TIMOTHY WILLIAMDirector, Chief Executive Officer · Executive Chairman Stock Option → Class A Common StockAcquired 168 577 @ $29,66grant · 2026-05-05
Conklin MichaelEVP & CHRO · Restricted Stock Unit → Class A Common StockDisposed 7 637exercise · 2026-04-01
MULSHINE BRENDAN MARTINCo-President and CRO · Restricted Stock Unit → Class A Common StockAcquired 24 869grant · 2026-03-03
Keogh Stephen PatrickCo-President and COO · Restricted Stock Unit → Class A Common StockAcquired 24 869grant · 2026-03-03

Actions

Set alert Open in charts

Ask Handelsavisen

— missing data

Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data
Reference data

How metrics are computed

Cash Conversion Ratio
operating_cash_flow / net_income
Debt To Equity
(short_term_debt + long_term_debt) / total_equity
Capex To Revenue
capital_expenditure / revenue
Net Cash
cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Return On Equity
net_income / total_equity
Return On Assets
net_income / total_assets

Source documents

RYAN SPECIALTY HOLDINGS, INC. Market data — financials · 2026-08-01
reconciler_enqueue (reconciler) on RYAN.K · 2026-08-01
RYAN.K HA canonical relationships · 2026-08-01

Ownership & reference

Top holders

T. Rowe Price Investment Management, Inc.Investment Managers · as of 2026-03-310,17 %$0M
EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,12 %$0M
Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,08 %$149M
BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,01 %$652M
Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$528M
AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$29M
Nuveen LLCInvestment Managers · as of 2024-12-310,01 %$23M
Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,01 %$39M
Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$77M
UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$27M
Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$36M
Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$77M
State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$123M
Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$31M
Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$21M
AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$9M
Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$13M
Jennison Associates LLCInvestment Managers · as of 2026-03-310,00 %$3M
Invesco QQQ TrustFunds · as of 2026-03-310,00 %$10M
First Trust Advisors L.P.Investment Managers · as of 2026-03-310,00 %$2M
Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$3M
Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$1M
JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$2M
FMR LLCInstitutional Investor · as of 2026-03-310,00 %$11M
AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$1M
T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$1M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$0M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M

Leadership

Patrick G. RyanExecutive Chairman of the Board

Insider activity

Net buying6 buys · 0 sellsnet $4,6M14 insiders · last 365d

Hamilton Janice MChief Financial Officer · Class A Common StockOther 1 706 @ $40,89$70K · 2026-07-22
Hamilton Janice MChief Financial Officer · Class A Common StockOther 5 821 · 2026-07-22
Kuczinski Anthony JDirector · Class A Common StockBought 500 @ $35,77$18K · 2026-06-12
Kuczinski Anthony JDirector · Class A Common StockBought 2 500 @ $34,83$87K · 2026-06-11
ROGERS JOHN W JRDirector · Class A Common StockBought 7 500 @ $35,16$264K · 2026-06-10
RYAN PATRICK GDirector, Executive Chairman, 10% owner · Class A Common StockBought 120 000 @ $32,50$3,9M · 2026-06-05
Hamilton Janice MChief Financial Officer · Class A Common StockBought 6 300 @ $31,79$200K · 2026-06-03
KATZ MARK STEPHENEVP & General Counsel · Class A Common StockBought 3 215 @ $31,07$100K · 2026-06-03
Bienen Henry SDirector · Class A Common StockOther 2 700 · 2026-05-29
Bienen Henry SDirector · Class A Common StockOther 5 757 · 2026-05-28
Bienen Henry SDirector · Class A Common StockOther 5 757 · 2026-05-28
Bienen Henry SDirector · Class A Common StockOther 5 757 · 2026-04-28
BOLGER DAVID PDirector · Class A Common StockOther 5 757 · 2026-04-28
RYAN PATRICK G JRDirector · Class A Common StockOther 5 757 · 2026-04-28
ROGERS JOHN W JRDirector · Class A Common StockOther 5 757 · 2026-04-28
OHALLERAN MICHAEL DDirector · Class A Common StockOther 5 757 · 2026-04-28
Kuczinski Anthony JDirector · Class A Common StockOther 5 757 · 2026-04-28
CORTEZI NICHOLAS DOMINICDirector · Class A Common StockOther 5 757 · 2026-04-28
Cornelli FrancescaDirector · Class A Common StockOther 5 757 · 2026-04-28
COLLINS MICHELLE LDirector · Class A Common StockOther 5 757 · 2026-04-28
BUNGERT MICHAEL GDirector · Class A Common StockOther 4 615 · 2026-04-28
Conklin MichaelEVP & CHRO · Class A Common StockOther 7 637 · 2026-04-01
Conklin MichaelEVP & CHRO · Class A Common StockOther 2 176 @ $33,74$73K · 2026-04-01

Short positioning

16.7Mshares short+12.2% vs prior

8.72days to cover

56.9%short of daily vol

65.1Kfails-to-deliver

as of 2026-07-15 · short-interest report (free)

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

RYAN.KCanonical

NYSE · USD

Intel & risk

PredictorM&A prob3 %Full forecast →

peak dispatch · —

OSINT findings

Dilution riskUnknown

Liquidity riskMedium

Net cash is negative after subtracting total debt.

Relationship graph

This companySectorPartnersSubsidiaries

Evidence & claims

From filings & derived data

Current assets (annual): USD 5.06BUnknown
Operating cash flow (annual): USD 643.67MUnknown
Current liabilities (annual): USD 5.19BUnknown
Total liabilities (annual): USD 9.31BUnknown
Operating income (annual): USD 493.64MUnknown
Cash & equivalents (annual): USD 158.32MUnknown
Total assets (annual): USD 10.56BUnknown
Revenue (annual): USD 3.05BUnknown
Net income (annual): USD 63.4MUnknown
Long-term debt (annual): USD 3.35BUnknown
Shareholders' equity (annual): USD 648.07MUnknown
Pre-tax income (annual): USD 293.18MUnknown
Total operating expenses (annual): USD 2.56BUnknown
Current assets (annual): USD 4.79BUnknown
Operating cash flow (annual): USD 514.87MUnknown
Pre-tax income (annual): USD 272.55MUnknown
Current liabilities (annual): USD 4.55BUnknown
Long-term debt (annual): USD 3.28BUnknown
Net income (annual): USD 94.67MUnknown
Revenue (annual): USD 2.52BUnknown
Operating income (annual): USD 427.81MUnknown
Total assets (annual): USD 9.65BUnknown
Shareholders' equity (annual): USD 627.66MUnknown
Total operating expenses (annual): USD 2.09BUnknown

Showing 24 of 26 surfaced claims.

Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

The Thread

Everything we know, in order

2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date

2026-07-30EVENTQ2 2026 earnings (expected) estimated date

2026-07-22INSIDERHamilton Janice M transacted 1.7k sh Class A Common Stock — Chief Financial Officer ~$70k

2026-07-22INSIDERHamilton Janice M transacted 5.8k sh Class A Common Stock — Chief Financial Officer

2026-07-22INSIDERHamilton Janice M disposed of 5.8k sh Restricted LLC Units — Chief Financial Officer

2026-07-03 03:12 UTCHOLDERInstitutional holding changed

2026-07-03 03:12 UTCHOLDER2 institutional position changes flagged (2 major)

2026-07-01 03:10 UTCHOLDERInstitutional holding changed

2026-07-01 03:10 UTCHOLDER1 institutional position change flagged (1 major)

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)

2026-06-28 03:14 UTCHOLDERInstitutional holding changed

2026-06-28 03:14 UTCHOLDER1 institutional position change flagged (1 major)

2026-06-25 03:10 UTCHOLDERInstitutional holding changed

2026-06-25 03:10 UTCHOLDER2 institutional position changes flagged (2 major)

2026-06-21 02:57 UTCHOLDERInstitutional holding changed

2026-06-21 02:57 UTCHOLDER2 institutional position changes flagged (2 major)

2026-06-12 00:00 UTCINSIDER6 insider transactions — 2026-06 · net buy $4.6M

2026-06-12INSIDERKuczinski Anthony J bought 500 sh Class A Common Stock — Director ~$18k

2026-06-11INSIDERKuczinski Anthony J bought 2.5k sh Class A Common Stock — Director ~$87k

2026-06-10INSIDERROGERS JOHN W JR bought 7.5k sh Class A Common Stock — Director ~$264k

2026-06-05INSIDERRYAN PATRICK G bought 120.0k sh Class A Common Stock — Director, Executive Chairman, 10% owner ~$3.90M

2026-06-03INSIDERHamilton Janice M bought 6.3k sh Class A Common Stock — Chief Financial Officer ~$200k

2026-06-03INSIDERKATZ MARK STEPHEN bought 3.2k sh Class A Common Stock — EVP & General Counsel ~$100k

2026-05-29 00:00 UTCINSIDER9 insider transactions — 2026-05 6 derivative

2026-05-29INSIDERBienen Henry S transacted 2.7k sh Class A Common Stock — Director

2026-05-28INSIDERBienen Henry S transacted 5.8k sh Class A Common Stock — Director

2026-05-26FILING8-K filing →

2026-05-05INSIDERRYAN PATRICK G disposed of 1.79M sh Call option (obligation to sell) — Director, Executive Chairman, 10% owner

2026-05-05INSIDERHamilton Janice M acquired 33.7k sh Executive Chairman Stock Option — Chief Financial Officer

2026-05-05INSIDERWuller Benjamin MIles acquired 33.7k sh Executive Chairman Stock Option — CEO RSUM

2026-05-05INSIDERTURNER TIMOTHY WILLIAM acquired 168.6k sh Executive Chairman Stock Option — Director, Chief Executive Officer

2026-05-05INSIDERKATZ MARK STEPHEN acquired 33.7k sh Executive Chairman Stock Option — EVP & General Counsel

2026-05-05INSIDERMULSHINE BRENDAN MARTIN acquired 33.7k sh Executive Chairman Stock Option — Co-President and CRO

2026-05-01FILING8-K filing →

Showing the 40 most recent of 69 entries.

The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.

Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage

At a glance

What drives this business

News & coverage

Sector rotation

Developing storylines

Analysis

Opportunity

Upcoming catalysts

Pre-earnings brief

Signals & dispatch

Composite-score breakdown

Synthesis

Bull / Bear case

In focus — financials by report

Valuation

Revenue by segment

Market share

Business relationships

Supply chain

Peer comparison

Market position

Stress test

Predictor forecast

Options

Short squeeze

Earnings-call key lines

Consensus distribution

Estimate revisions

Sell-side observations

Themes

ESG

Risk factors

Benchmarks vs cohort

Corporate actions / M&A

FX exposure

Comparable transactions

Derivatives & instruments

Derivative transactions

Actions

Ask Handelsavisen

Ownership & reference

Top holders

Leadership

Insider activity

Short positioning

Geographic breakdown

Intel & risk

Evidence & claims

The Thread