Ryan Specialty (US:RYAN) ZACKS·2026-02-13 00:31Core Insights - Ryan Specialty Group reported revenue of $751.21 million for the quarter ended December 2025, marking a year-over-year increase of 13.2% [1] - The earnings per share (EPS) for the same period was $0.45, unchanged from the previous year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $777.88 million, resulting in a surprise of -3.43% [1] - The company experienced an EPS surprise of -9.4%, with the consensus EPS estimate being $0.50 [1] Revenue Breakdown - Fiduciary investment income was reported at $13.17 million, below the estimated $14.25 million [4] - Net commissions and fees totaled $738.05 million, compared to the estimated $771.1 million [4] - Binding Authority revenue was $84.05 million, slightly below the two-analyst average estimate of $85.81 million [4] - Underwriting Management revenue reached $268.31 million, compared to the average estimate of $276.94 million [4] - Wholesale Brokerage revenue was reported at $385.69 million, below the estimated $406.7 million [4] Stock Performance - Ryan Specialty's shares have returned -14.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]