LSV Asset Management Sells 63,690 Shares of Ryder System, Inc. $R

LSV Asset Management decreased its position in shares of Ryder System, Inc. (NYSE:R) by 4.4% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,381,472 shares of the transportation company’s stock after selling 63,690 shares during the period. LSV Asset Management’s holdings in Ryder System were worth $260,601,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Root Financial Partners LLC acquired a new position in Ryder System during the third quarter valued at approximately $28,000. Hantz Financial Services Inc. raised its holdings in shares of Ryder System by 770.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock worth $28,000 after buying an additional 154 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Ryder System by 237.0% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 182 shares of the transportation company’s stock worth $29,000 after buying an additional 128 shares in the last quarter. MAI Capital Management lifted its position in shares of Ryder System by 57.6% during the 2nd quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock worth $30,000 after buying an additional 68 shares during the last quarter. Finally, Employees Retirement System of Texas acquired a new stake in Ryder System in the second quarter valued at about $35,000. 87.47% of the stock is owned by institutional investors.

Key Headlines Impacting Ryder System

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

• Positive Sentiment: Q4 underlying earnings showed improvement year-over-year and management emphasized structural strength across core businesses (dedicated transportation and supply chain solutions), which reassured investors that Ryder’s strategic initiatives are working. Ryder System Earnings Call Highlights Structural Strength
• Positive Sentiment: Analysts/coverage note operational resilience: adjusted EPS of $3.59 was cited as evidence of profitability and momentum in key segments, and commentary on cost discipline and supply-chain recovery supported the bullish read. Why Did Ryder System Stock Gain Today?
• Neutral Sentiment: Company provided full press release, slide deck and call transcript for investors to dig into segment detail and non‑GAAP reconciliations; these resources reduce information uncertainty but don’t change the headline outlook. Ryder Reports Fourth Quarter 2025 Results and Provides 2026 Outlook
• Neutral Sentiment: Short interest has risen recently (about a 29% increase in late January to ~902.6k shares), which raises volatility risk and creates potential for a short-covering bounce but is not large in percent-of-float terms (~2.4%).
• Negative Sentiment: Management’s guidance disappointed: Q1 2026 EPS guidance of $2.10–$2.35 is well below street expectations (~$3.25), and FY‑2026 EPS was guided to $13.45–$14.45 versus consensus nearer $14.75 — this downward guidance pressured sentiment. Ryder shares dip 2% as 2026 guidance disappoints
• Negative Sentiment: Revenue missed expectations: total revenue came in at about $2.60B vs. higher consensus (~$3.21B), and headline revenue was roughly flat year-over-year — a sign the top line remains pressured. Ryder (R) Lags Q4 Earnings and Revenue Estimates

Analysts Set New Price Targets

Several brokerages have commented on R. JPMorgan Chase & Co. boosted their target price on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. Citigroup upped their price objective on shares of Ryder System from $196.00 to $218.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Morgan Stanley increased their price objective on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Wells Fargo & Company started coverage on shares of Ryder System in a research note on Friday, December 5th. They set an “overweight” rating and a $210.00 target price on the stock. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Ryder System has an average rating of “Moderate Buy” and a consensus price target of $205.67.

Ryder System Trading Up 2.6%

Shares of NYSE R opened at $217.62 on Thursday. The firm has a 50 day moving average price of $194.84 and a two-hundred day moving average price of $184.59. The stock has a market cap of $8.79 billion, a P/E ratio of 18.38 and a beta of 0.96. Ryder System, Inc. has a 52-week low of $125.54 and a 52-week high of $230.39. The company has a debt-to-equity ratio of 2.35, a quick ratio of 1.02 and a current ratio of 1.02.

Ryder System (NYSE:R) last issued its quarterly earnings results 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 for the quarter, compared to analyst estimates of $3.21 billion. Ryder System had a return on equity of 17.69% and a net margin of 3.96%.Ryder System’s revenue for the quarter was down .4% on a year-over-year basis. During the same quarter last year, the firm posted $3.45 EPS. 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. As a group, equities analysts forecast that Ryder System, Inc. will post 13.68 EPS for the current year.

Ryder System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $3.64 annualized dividend and a dividend yield of 1.7%. Ryder System’s dividend payout ratio is presently 30.74%.

Ryder System 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.