California Public Employees Retirement System Grows Stake in Ryder System, Inc. $R

California Public Employees Retirement System raised its holdings in shares of Ryder System, Inc. (NYSE:R) by 10.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 92,319 shares of the transportation company’s stock after purchasing an additional 8,558 shares during the period. California Public Employees Retirement System’s holdings in Ryder System were worth $18,899,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in R. Quantum Portfolio Management LLC lifted its holdings in shares of Ryder System by 2.1% during the 1st quarter. Quantum Portfolio Management LLC now owns 2,564 shares of the transportation company’s stock valued at $525,000 after purchasing an additional 52 shares during the last quarter. Orion Porfolio Solutions LLC grew its stake in Ryder System by 2.4% during the 4th quarter. Orion Porfolio Solutions LLC now owns 2,262 shares of the transportation company’s stock worth $433,000 after buying an additional 52 shares during the last quarter. Corient Private Wealth LLC increased its position in Ryder System by 0.8% during the 4th quarter. Corient Private Wealth LLC now owns 7,337 shares of the transportation company’s stock valued at $1,404,000 after buying an additional 58 shares in the last quarter. Vectors Research Management LLC increased its position in Ryder System by 0.3% during the 4th quarter. Vectors Research Management LLC now owns 18,512 shares of the transportation company’s stock valued at $3,543,000 after buying an additional 61 shares in the last quarter. Finally, Burns Matteson Capital Management LLC raised its stake in Ryder System by 2.4% in the fourth quarter. Burns Matteson Capital Management LLC now owns 2,657 shares of the transportation company’s stock valued at $509,000 after buying an additional 63 shares during the last quarter. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on R. Citigroup downgraded shares of Ryder System from a “neutral” rating to a “hold” rating in a report on Wednesday, July 15th. Morgan Stanley upped their price target on shares of Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Stephens raised shares of Ryder System to a “strong-buy” rating in a report on Wednesday, July 8th. Citizens Jmp began coverage on shares of Ryder System in a research note on Wednesday, July 15th. They set a “market perform” rating for the company. Finally, Wells Fargo & Company boosted their price objective on shares of Ryder System from $260.00 to $290.00 and gave the company an “overweight” rating in a report on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $265.00.

Ryder System News Roundup

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Ryder reported Q2 adjusted EPS of $3.73, topping Wall Street estimates and improving from $3.32 a year ago, showing continued profitability strength. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: Revenue rose 5% year over year, indicating the business is still growing even in a mixed freight and transportation environment. Listen to Conference Call
• Positive Sentiment: The company raised its full-year 2026 earnings outlook, suggesting management remains confident in the rest of the year after the strong quarter. Ryder System Raises 2026 Earnings Outlook on Strong Q2

Ryder System Trading Down 2.7%

Shares of NYSE:R opened at $268.79 on Friday. Ryder System, Inc. has a 52-week low of $157.67 and a 52-week high of $284.25. The stock has a market cap of $10.40 billion, a price-to-earnings ratio of 22.34 and a beta of 1.01. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 2.09. The business has a 50-day moving average price of $261.59 and a 200-day moving average price of $228.73.

Ryder System (NYSE:R) last issued its earnings results on Thursday, July 23rd. The transportation company reported $3.73 EPS for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The firm had revenue of $2.69 billion for the quarter, compared to analyst estimates of $3.29 billion. During the same quarter in the prior year, the firm earned $3.32 earnings per share. Ryder System’s revenue for the quarter was up 5.0% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. Equities analysts predict that Ryder System, Inc. will post 14.73 EPS for the current year.

Ryder System Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Monday, August 24th will be paid a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a yield of 1.5%. The ex-dividend date is Monday, August 24th. This is a positive change from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio (DPR) is presently 30.26%.

Insider Buying and Selling at Ryder System

In related news, SVP Sanford J. Hodes sold 595 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total transaction of $149,910.25. Following the completion of the transaction, the senior vice president owned 22,948 shares of the company’s stock, valued at $5,781,748.60. This trade represents a 2.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Luis P. Nieto, Jr. sold 720 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the transaction, the director owned 29,974 shares of the company’s stock, valued at $7,067,569.46. This represents a 2.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 4.90% of the stock is owned by corporate insiders.

Ryder System Company Profile

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.