# Ryanair Holdings plc (RYAAY)

> Source: Nexqual · https://nexqual.com/RYAAY · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Ryanair Holdings plc (RYAAY), nexqual.com/RYAAY" · informational, not investment advice.

**Price:** USD 53.67 (-0.79% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 54.1 · day 52.63–54.14 · 52w 51.02–74.24 · market cap $27.8B · NMS

## Key facts
- 3 of 80 tracked superinvestors hold RYAAY (13F, Q2 2026): 0 new, 1 added, 1 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 11 Form 4 filings, $3.4M; 11 not under a Rule 10b5-1 plan ($3.4M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.67 on a 1–5 scale) (6 analysts), mean target USD 67.52 (range 58.4–75).
- Total return with dividends: 1Y -10.0% vs S&P 500 +14.9%; 5Y +30.3% vs S&P 500 +80.3%.
- Next earnings: 2026-11-02, EPS estimate USD 3.55, revenue estimate $5.73B.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold RYAAY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Glenn Greenberg | Brave Warrior Advisors | 5.59% | $256M | Added +30.3% |
| Francis Chou | Chou Associates | 0.18% | $384K | Unchanged |
| Bill Nygren | Oakmark Funds | 0.07% | $51.2M | Reduced -6.6% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 11 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-26 | Hurley John Jh | Ryanair DAC CTO | 15,000 | $469K | 16.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-22 | McGuinness Jason Paul | Ryanair DAC CCO | 9,999 | $276K | 41.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | Komorek Juliusz Grzegorz | Group CLO & Company Secretary | 14,053 | $366K | 23.3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | McCann Tracey | Ryanair DAC CFO | 8,197 | $213K | 17.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | McGuinness Jason Paul | Ryanair DAC CCO | 12,562 | $327K | 34.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | Wilson Eddie Joseph | Ryanair DAC CEO | 21,080 | $548K | 13.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | O'Brien David Patrick Dpo | See Remarks | 8,080 | $210K | 9.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | Hughes Darrell Thomas | Ryanair DAC CPO | 8,197 | $213K | 18% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | Brady Dara | Ryanair DAC CMO | 8,973 | $233K | 33.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | Sharkey Carol Marie | Chief Risk Officer | 6,999 | $182K | 33.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19 | Gruber Andreas | Lauda Joint CEO | 13,467 | $350K | 39.2% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 1.67 on a 1–5 scale), 6 analysts; mean target USD 67.52 (low 58.4, high 75).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-06-25 | Evercore ISI Group | Target raised | Outperform | $73 → $75 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -10.0% | +30.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -10.1% | +5.4% |
| Volatility (annualized) | 36.5% | 34.2% |
| Max drawdown | -29.4% (Jan 2026→Oct 2026) | -52.8% (Nov 2021→Sep 2022) |

## Peers (Airlines)
UAL (United Airlines Holdings, Inc.) USD 102 +0.32% · LUV (Southwest Airlines Company) USD 42.03 +5.39% · DAL (Delta Air Lines, Inc.) USD 79.26 +2.05% · AAL (American Airlines Group, Inc.) USD 12.6 +2.94% · CPA (Copa Holdings, S.A.) USD 134.86 -0.94% · ALK (Alaska Air Group, Inc.) USD 35.38 +5.49%

## More
Full page: https://nexqual.com/RYAAY · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in RYAAY's own 20-F filed 2026-06-22 (https://www.sec.gov/Archives/edgar/data/1038683/000110465926076131/tmb-20260331x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Boeing (BA) | "In May 2023, Ryanair announced that it had entered into a purchase agreement with Boeing (the "2023 Boeing Contract") to purchase up to 300 Boeing 737 MAX-10 series aircraft (of which 150 are firm orders and 150 are subj…" |
| Partner | Airbus | "Ryanair's policy is to implement any required/recommended safety modifications and procedures in accordance with FAA, EASA and UK CAA guidance in close collaboration with Boeing and Airbus and as applicable to our fleet." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $3.55 | $3.86 | -8.0% | $5.73B | 3 |
| Next quarter (ends 2026-12-31) | $-0.07 | $0.26 | -127.0% | $3.26B | 3 |
| Current fiscal year (ends 2027-03-31) | $3.66 | $4.58 | -20.3% | $15.91B | 4 |
| Next fiscal year (ends 2028-03-31) | $3.87 | $5.27 | -26.6% | $17.42B | 4 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-02): ±9.2%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 39.5% | ±9.2% |
| 2026-12-18 | 56 | 42.0% | ±13.5% |
| 2027-03-19 | 147 | 37.9% | ±19.4% |
| 2027-06-17 | 237 | 37.5% | ±24.0% |