RYAN Filings — Ryan Specialty Holdings, Inc. - FilingSpy
RYAN
Ryan Specialty Holdings, Inc.
A specialty insurance middleman that helps brokers place hard-to-find coverage for complex, high-risk situations in the Excess & Surplus market. Its brands include RT Specialty and Ryan Specialty Underwriting Managers, serving thousands of retail brokers. Founder Patrick Ryan launched the firm in 2010 after stepping away from Aon, the global brokerage he'd built and led for decades — a kind of second act in his hometown of Chicago.
Ryan Specialty amends option settlement agreement for second tranche of executive chairman stock options
The amendment extends the back-to-back purchase arrangement to the Second Tranche Executive Chairman Stock Options, covering 287,646 shares of Class A common stock.
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On August 4, 2026, Ryan Specialty Holdings, Inc. and the Ryan Stock Option Trust entered into Amendment No. 1 to the Executive Chairman Option Settlement Agreement.
The options were granted to certain employees under the company's 2021 Omnibus Incentive Plan.
The purpose is to make the grant and exercise of the options net neutral to the company's outstanding share count while supporting employee alignment.
The amendment is filed as Exhibit 10.1 to the Form 8-K.
1.01 Entry into a Material Definitive Agreement · 9.01 Financial Statements and Exhibits
Ryan Specialty reports Q2 2026 revenue of $916.6 million, up 7.2% year-over-year.
Net income decreased 13.1% to $108.4 million, or $0.33 per diluted share, compared to $124.7 million in Q2 2025.
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Total revenue grew 7.2% year-over-year to $916.6 million in Q2 2026, with organic revenue growth of 6.7%.
Adjusted EBITDAC increased 6.0% to $326.9 million, with margin of 35.7%.
Adjusted net income rose 7.6% to $198.7 million, and adjusted diluted EPS grew 12.1% to $0.74.
Company returned approximately $284.5 million to shareholders via $260.0 million in share repurchases and $24.5 million in dividends; declared a quarterly dividend of $0.13 per share payable August 25, 2026.
2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits
Ryan Specialty increases share repurchase program by $300 million to $600 million total
The Board of Directors approved the increase on May 21, 2026.
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On May 26, 2026, Ryan Specialty Holdings, Inc. announced a $300 million increase to its share repurchase program, bringing total authorization to $600 million.
As of May 22, 2026, the company had repurchased $260 million of Class A common stock in Q2 2026, exhausting the prior $300 million authorization.
After the increase, $300 million of authorization remains available under the program.
Repurchases may be made on the open market, in private transactions, via Rule 10b5-1 plans, or as accelerated share repurchases, subject to market conditions and other factors.