E Follin Smith Sells 32,230 Shares of Ryder System (NYSE:R) Stock

Ryder System, Inc. (NYSE:R) Director E Follin Smith sold 32,230 shares of Ryder System stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $207.61, for a total transaction of $6,691,270.30. Following the sale, the director owned 1,549 shares of the company’s stock, valued at approximately $321,587.89. This trade represents a 95.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Ryder System Trading Up 3.1%

NYSE R traded up $6.66 during trading hours on Wednesday, hitting $222.91. 483,869 shares of the company’s stock were exchanged, compared to its average volume of 390,482. Ryder System, Inc. has a 12-month low of $125.54 and a 12-month high of $230.38. The business’s 50 day moving average is $197.09 and its 200-day moving average is $185.61. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The firm has a market capitalization of $8.79 billion, a P/E ratio of 18.62 and a beta of 0.96.

Ryder System (NYSE:R) last released its earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The company had revenue of $2.60 billion during the quarter, compared to analyst estimates of $3.21 billion. During the same period in the prior year, the business posted $3.45 earnings per share. Ryder System’s revenue was down .4% on a year-over-year basis. 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, analysts anticipate that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Dividend Announcement

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

Trending Headlines about Ryder System

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

• Positive Sentiment: Management provided upbeat FY‑2026 EPS guidance (13.45–14.45) and Q1 guidance, and share repurchases helped lift year‑over‑year Q4 EPS — a catalyst investors may view as supportive of future earnings and buyback-driven returns. Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
• Neutral Sentiment: Ryder presented at investor conferences (Barclays and Citi); transcripts are available — these events increase investor access to management detail, which can clarify guidance and strategy but don’t by themselves move fundamentals. Barclays Conference Transcript Citi Conference Transcript
• Neutral Sentiment: Analyst/opinion pieces argue Ryder may be mispriced vs. cyclicality and control monetization themes — these narratives can attract longer‑term interest but are not immediate catalysts. Ryder System: Mispriced as Cyclical, Built to Monetize Control
• Negative Sentiment: Several insiders executed large share sales over Feb. 13–17 (including Director E. Follin Smith’s ~32k shares and multiple SVP/EVP/C‑suite sales), materially reducing holdings — such concentrated insider selling can signal liquidity-taking and pressure sentiment. SEC filings disclose the transactions. SEC Filing — E Follin Smith Form 4
• Negative Sentiment: Q4 results showed an EPS miss vs. consensus and a notable revenue shortfall, which may temper enthusiasm despite buyback-driven EPS gains — investors will watch upcoming organic growth and margin trends. Ryder Q4 Earnings Miss
• Negative Sentiment: Short interest has risen on the NYSE composite, which can amplify downside pressure and volatility if bearish bets increase or if negative news arrives. Short Interest Rise

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. JPMorgan Chase & Co. boosted their price target on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. Wolfe Research reiterated a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. 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. Finally, Citigroup increased their price target on shares of Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $215.44.

Institutional Investors Weigh In On Ryder System

Institutional investors have recently bought and sold shares of the stock. Allianz Asset Management GmbH lifted its holdings in shares of Ryder System by 254.1% during the third quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company’s stock valued at $6,571,000 after purchasing an additional 24,996 shares during the last quarter. Thrivent Financial for Lutherans grew its stake in Ryder System by 76.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock valued at $12,628,000 after acquiring an additional 29,029 shares in the last quarter. Asset Management One Co. Ltd. acquired a new position in shares of Ryder System in the 3rd quarter valued at about $3,495,000. Genus Capital Management Inc. purchased a new stake in shares of Ryder System in the second quarter worth approximately $1,463,000. Finally, New York State Common Retirement Fund boosted its holdings in shares of Ryder System by 9.7% during the third quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock worth $5,992,000 after purchasing an additional 2,800 shares during the period. Institutional investors and hedge funds own 87.47% of the company’s stock.

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.