Ryder System (NYSE:R) Insider Sells $2,786,362.15 in Stock

Ryder System, Inc. (NYSE:R) insider Thomas Havens sold 12,571 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total transaction of $2,786,362.15. Following the sale, the insider directly owned 33,074 shares in the company, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Ryder System Stock Performance

NYSE R opened at $224.14 on Monday. The stock has a market capitalization of $8.84 billion, a price-to-earnings ratio of 18.73 and a beta of 0.96. The stock has a 50-day moving average of $198.78 and a 200 day moving average of $186.56. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.24. Ryder System, Inc. has a twelve month low of $125.54 and a twelve month high of $230.38.

Ryder System (NYSE:R) last posted its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing analysts’ consensus estimates of $3.66 by ($0.07). The business had revenue of $2.60 billion during the quarter, compared to analysts’ expectations of $3.21 billion. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The firm’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter last year, the firm earned $3.45 earnings per share. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. Sell-side analysts anticipate that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be given a dividend of $0.91 per share. The ex-dividend date is Tuesday, February 17th. This represents a $3.64 dividend on an annualized basis and a yield of 1.6%. Ryder System’s dividend payout ratio is currently 30.41%.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on R shares. Susquehanna boosted their target price on shares of Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research note on Friday, February 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Citigroup lifted their price target on Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, Morgan Stanley boosted their price target on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. Seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $215.44.

Institutional Investors Weigh In On Ryder System

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. State Street Corp boosted its stake in Ryder System by 0.4% during the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock worth $317,251,000 after buying an additional 7,447 shares during the last quarter. Orbis Allan Gray Ltd boosted its position in shares of Ryder System by 15.4% during the 2nd quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock valued at $159,856,000 after acquiring an additional 134,423 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of Ryder System by 6.7% in the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock valued at $157,111,000 after purchasing an additional 62,313 shares during the period. Sei Investments Co. increased its position in Ryder System by 3.5% during the third quarter. Sei Investments Co. now owns 883,338 shares of the transportation company’s stock worth $166,633,000 after purchasing an additional 30,144 shares during the last quarter. Finally, American Century Companies Inc. raised its stake in Ryder System by 1.1% during the third quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company’s stock worth $163,675,000 after purchasing an additional 9,404 shares during the period. Institutional investors and hedge funds own 87.47% of the company’s stock.

About Ryder System

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.