SG Americas Securities LLC Cuts Stake in Ryder System, Inc. $R

SG Americas Securities LLC decreased its holdings in Ryder System, Inc. (NYSE:R) by 37.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,384 shares of the transportation company’s stock after selling 3,851 shares during the period. SG Americas Securities LLC’s holdings in Ryder System were worth $1,222,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. GAMMA Investing LLC boosted its stake in shares of Ryder System by 6.1% in the 4th quarter. GAMMA Investing LLC now owns 1,452 shares of the transportation company’s stock valued at $278,000 after purchasing an additional 84 shares in the last quarter. Swiss Life Asset Management Ltd bought a new stake in Ryder System during the 3rd quarter valued at $365,000. Danske Bank A S bought a new stake in Ryder System during the 3rd quarter valued at $5,050,000. Dorsey Wright & Associates bought a new stake in Ryder System during the 3rd quarter valued at $336,000. Finally, Sterling Wealth Management Inc. bought a new stake in Ryder System during the 3rd quarter valued at $232,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Insider Transactions at Ryder System

In related news, CEO Robert E. Sanchez sold 41,779 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $223.30, for a total transaction of $9,329,250.70. Following the sale, the chief executive officer directly owned 40,828 shares of the company’s stock, valued at approximately $9,116,892.40. This represents a 50.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Rajeev Ravindran sold 2,696 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $221.61, for a total transaction of $597,460.56. Following the sale, the executive vice president directly owned 18,136 shares in the company, valued at $4,019,118.96. This trade represents a 12.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 130,673 shares of company stock worth $28,233,471. 4.90% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Wells Fargo & Company upped their price target on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Susquehanna upped their price objective on shares of Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a report on Friday, February 13th. Citigroup upped their price objective on shares of Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Ryder System currently has a consensus rating of “Moderate Buy” and a consensus price target of $215.44.

Ryder System Stock Up 0.3%

NYSE:R opened at $207.05 on Wednesday. The firm’s 50-day moving average price is $206.57 and its 200-day moving average price is $191.10. The company has a market capitalization of $8.16 billion, a PE ratio of 17.30 and a beta of 0.93. The company has a debt-to-equity ratio of 2.24, a current ratio of 0.89 and a quick ratio of 0.89. Ryder System, Inc. has a 1-year low of $127.38 and a 1-year high of $230.38.

Ryder System (NYSE:R) last released its earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share 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 return on equity of 17.70% and a net margin of 3.95%.The firm’s quarterly revenue was down .4% compared to the same quarter last year. During the same period in the prior year, the company 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. On average, equities analysts predict that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th were given a $0.91 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.8%. Ryder System’s dividend payout ratio is currently 30.41%.

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.