Nicholas Cortezi, director at Ryan Specialty Holdings, sells shares worth over $1.5m

Published 30/08/2024, 22:40
Nicholas Cortezi, director at Ryan Specialty Holdings, sells shares worth over $1.5m

Nicholas Dominic Cortezi, a director at Ryan Specialty Holdings, Inc. (NYSE:RYAN), has recently sold a significant portion of his holdings in the company. The transactions, which took place on August 28 and 29, 2024, involved the sale of Class A Common Stock, resulting in a total sale value of over $1.54 million.

The shares were sold at weighted average prices, with a range between $64.5542 and $64.7285 per share. On the first day, Cortezi sold 4,597 shares, followed by an additional 778 shares, each at the higher end of the price range. The following day, he divested 15,857 shares and then another 2,685 shares at the lower end of the price spectrum.

Following these transactions, the director's directly owned stake in the company has been reduced to zero, according to the post-transaction amounts listed. The shares were held indirectly through family trusts, with the Louise M. Cortezi Family Trust dated April 7, 2012, and the Louise M. Cortezi Family Resource Trust dated January 1, 2018, being specified in the ownership nature section of the filing.

The sale represents a significant liquidation of Cortezi's interest in Ryan Specialty Holdings, a company known for its insurance brokerage and services. Investors often monitor such sales by insiders as they can provide insights into the executives' perspectives on the company's current valuation and future prospects.

It's worth noting that Cortezi, through footnotes in the report, disclaims beneficial ownership of the shares except to the extent of his pecuniary interest. The report also indicates that restricted stock units, which vested immediately upon grant, remain part of Cortezi's holdings, though he has elected to defer settlement until his separation from service on the board of directors.

This filing was submitted on August 30, 2024, with the transactions being reported in compliance with SEC regulations. Mark S. Katz, serving as Attorney-in-Fact, signed the document on behalf of Cortezi.

In other recent news, Ryan Specialty Holdings reported a notable uptick in financial results for the second quarter of 2024. The insurance services provider's total revenue grew by 18.8% year-over-year, reaching $695 million. A significant recent development was the company's agreement to acquire US Assure, a key player in the builder's risk insurance market, for $1.075 billion. This acquisition is predicted to immediately contribute to Ryan Specialty's adjusted earnings per share (EPS) and expand its market presence.

In addition to the US Assure acquisition, Ryan Specialty announced strategic partnerships with MagMutual and Private Client Select. The company also introduced a leadership succession, naming Tim Turner as CEO, Jeremiah Bickham as President, and Janice Hamilton as CFO. On the downside, Ryan Specialty acknowledged higher loss costs in the casualty market and increased interest expenses due to raised debt.

The company provided guidance for organic revenue growth and adjusted EBITDAC margin, with the US Assure acquisition expected to significantly boost margins. Ryan Specialty also sees potential for double-digit growth through expanded solutions, new brokers, and product innovation. These recent developments present an optimistic outlook for the company's future performance.

InvestingPro Insights

Amidst the news of Nicholas Dominic Cortezi's significant sale of Ryan Specialty Holdings (NYSE:RYAN) stock, current and prospective investors may find the following InvestingPro insights particularly relevant:

Ryan Specialty Holdings has demonstrated a strong performance with a notable return of 17.26% over the last three months and an impressive year-to-date price total return of 51.75%. This bullish trend is also supported by the fact that 8 analysts have revised their earnings upwards for the upcoming period, as per InvestingPro Tips. This could indicate a positive sentiment around the company’s earnings potential and financial health.

However, the company is currently trading at a high earnings multiple, with a Price/Earnings (P/E) Ratio of 96.69 and an adjusted P/E Ratio for the last twelve months as of Q2 2024 standing at 70.17. Additionally, the Price/Book ratio is at 27.89, which might suggest that the stock is priced at a premium compared to its book value.

For investors seeking more in-depth analysis, there are additional InvestingPro Tips available that delve into the company's financial metrics and market position. These can be accessed through the InvestingPro platform, offering a comprehensive suite of tools and insights for informed investment decisions.

With the company's next earnings date set for November 7, 2024, stakeholders will be keenly watching for any indicators that may influence the stock's performance. The InvestingPro Fair Value is currently estimated at $69.65, slightly above the fair value of $65 as suggested by analysts, hinting at potential growth opportunities.

For those interested in exploring further, additional InvestingPro Tips are available at https://www.investing.com/pro/RYAN, providing valuable guidance for navigating the investment landscape surrounding Ryan Specialty Holdings.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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