<div id="readability-page-1"><div><ul> <li>In December 2025, Onex Corporation sold its remaining 3.19% stake in Ryan Specialty Holdings for approximately US$230 million, with Onex CEO Bobby Le Blanc set to retire from the board in February 2026 following the exit.</li> <li>At the same time, CEO Timothy William Turner’s US$6.95 million insider share sale, linked to a divorce settlement, coincided with fresh analyst scrutiny on Ryan Specialty’s margin pressures and growth outlook.</li> <li>We’ll now examine how Turner’s sizable insider sale and the end of Onex’s involvement could influence Ryan Specialty’s investment narrative.</li> </ul><p>Find companies with promising cash flow potential yet trading below their fair value.</p><h2>Ryan Specialty Holdings Investment Narrative Recap</h2><p>To own Ryan Specialty, you need to believe in the long term shift toward complex specialty insurance and the company’s ability to turn that flow into profitable growth despite thinner margins today. Onex’s full exit and CEO Timothy Turner’s US$6.95 million divorce-related share sale do not materially change the near term story, where the key catalyst is execution on platform investments and the biggest risk is sustained margin pressure from soft property pricing.</p> <p>Against this backdrop, Mizuho’s recent initiation with a Neutral rating, highlighting that heavy platform spending supports organic growth but pressures margins, feels particularly relevant. It underlines that the same investments investors are watching as a potential upside driver are also tightening near term profitability, at a time when analysts are increasingly focused on how Ryan Specialty will balance growth initiatives with cost discipline.</p> <p>Yet while the long term specialty opportunity is appealing, investors should be aware of how prolonged soft property pricing could...</p> <p>Read the full narrative on Ryan Specialty Holdings (it's free!)</p><p>Ryan Specialty Holdings’ narrative projects $4.5 billion revenue and $1.1 billion earnings by 2028.</p><p>Uncover how Ryan Specialty Holdings' forecasts yield a $66.53 fair value, a 23% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/0a3f9965-caa3-43f6-969d-a403a34bcb59/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/0a3f9965-caa3-43f6-969d-a403a34bcb59/chart/quote-price"/><figcaption>RYAN 1-Year Stock Price Chart</figcaption></figure> <p>Five members of the Simply Wall St Community currently place Ryan Specialty’s fair value anywhere between about US$19 and US$159 per share, reflecting very different expectations. As you weigh those views against the risk that extended property pricing weakness could pressure organic revenue and net margins, it is worth exploring several perspectives before deciding how this business might fit into your portfolio.</p><p>Explore 5 other fair value estimates on Ryan Specialty Holdings - why the stock might be worth less than half the current price!</p><h2>Build Your Own Ryan Specialty Holdings Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Ryan Specialty Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.</li><li>Our free Ryan Specialty Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ryan Specialty Holdings' overall financial health at a glance.</li></ul><h2>Curious About Other Options?</h2><p>Every day counts. These free picks are already gaining attention. See them before the crowd does:</p><ul><li>Trump has pledged to &#34;unleash&#34; American oil and gas and these 22 US stocks have developments that are poised to benefit.</li><li>AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li><li>We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. 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<p>Onex Corporation sold its remaining 3.19% stake in Ryan Specialty Holdings for US$230 million, with CEO Bobby Le Blanc retiring from the board. CEO Timothy Turner sold shares worth US$6.95 million due to a divorce settlement. Analysts are scrutinizing Ryan Specialty's margin pressures and growth outlook. Despite these events, the long-term investment narrative remains focused on the shift towards complex specialty insurance and platform investments, with risks from margin pressures. Mizuho rates the stock as Neutral, highlighting growth potential but near-term profitability challenges.</p>

Is Onex’s Exit And CEO Insider Sale Altering The Investment Case For Ryan Specialty Holdings (RYAN)?