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Ryan Specialty upgraded to Buy from Neutral at Goldman Sachs

Goldman Sachs upgraded Ryan Specialty (RYAN) to Buy from Neutral with a price target of $81, up from $74. The company will offer the greatest organic growth, total revenue growth, and margin expansion opportunity in the insurance brokerage coverage universe over the next several years, with a “reasonable valuation considering better-than-peer fundamentals,” the analyst tells investors in a research note. The firm expects investors to be forward-looking to the second half of 2025 and beyond, where it believes Ryan can maintain its organic growth gap versus retail insurance brokers.

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