RYAN Earnings Watch: Insurance Broker Reports Q4 Results Thu, Feb 13 (2026)

Ryan Specialty (NYSE:RYAN) will report Q4 earnings on Thursday, February 13, 2026. Last quarter, the company posted revenue of $754.6 million, 24.8% higher year-on-year and 2.9% above analyst expectations. For Q4, analysts expect revenue to rise 16.2% YoY to $771 million, with adjusted earnings at $0.49 per share. Ryan has exceeded revenue estimates an average of 1.3% over the past two years and missed them just once. Peer performance in the insurance brokers segment provides context: Marsh & McLennan revenue rose 8.7% YoY, beating expectations by 0.7%, and Arthur J Gallagher revenue was up 34.8%, in line with estimates. Marsh & McLennan shares gained 5.6% on results; Arthur J. Gallagher rose 1.4%. Ryan Specialty is down 11.6% over the past month, while the sector averaged a 2.6% loss. The stock trades at $44.14 with an average analyst price target of $64.31.