Ryder System, Inc. $R Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. raised its holdings in shares of Ryder System, Inc. (NYSE:R) by 0.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,878,576 shares of the transportation company’s stock after purchasing an additional 7,780 shares during the quarter. Vanguard Group Inc. owned 12.08% of Ryder System worth $920,295,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Hantz Financial Services Inc. boosted its stake 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 valued at $28,000 after buying an additional 154 shares during the last quarter. Root Financial Partners LLC bought a new position in Ryder System during the 3rd quarter valued at $28,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in 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 valued at $29,000 after acquiring an additional 128 shares during the last quarter. MAI Capital Management grew its holdings in 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 acquiring an additional 68 shares in the last quarter. Finally, Assetmark Inc. increased its position in shares of Ryder System by 421.9% in the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock worth $32,000 after purchasing an additional 135 shares during the last quarter. 87.47% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

R has been the topic of several research analyst reports. 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. Morgan Stanley increased their target price on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a report on Monday, December 8th. Susquehanna lifted their target price on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research report on Friday, February 13th. Wells Fargo & Company upped their price target on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $215.44.

Ryder System Trading Up 2.2%

NYSE:R opened at $224.14 on Monday. Ryder System, Inc. has a 12-month low of $125.54 and a 12-month high of $230.38. The firm has a market capitalization of $8.84 billion, a P/E ratio of 18.73 and a beta of 0.96. The company has a debt-to-equity ratio of 2.24, a current ratio of 0.89 and a quick ratio of 0.89. The business has a 50 day simple moving average of $198.78 and a 200 day simple moving average of $186.56.

Ryder System (NYSE:R) last issued its earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share 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 earned $3.45 earnings per share. Ryder System’s quarterly 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. Equities research analysts predict that Ryder System, Inc. will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

The company also recently announced 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. This represents a $3.64 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, February 17th. Ryder System’s payout ratio is presently 30.41%.

Insider Transactions at Ryder System

In related news, EVP Rajeev Ravindran sold 14,367 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $211.73, for a total value of $3,041,924.91. Following the sale, the executive vice president directly owned 20,832 shares in the company, valued at $4,410,759.36. This trade represents a 40.82% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director E Follin Smith sold 32,230 shares of Ryder System stock in a transaction on Friday, February 13th. The shares were sold at an average price of $207.61, for a total value of $6,691,270.30. Following the sale, the director directly owned 1,549 shares in the company, valued at $321,587.89. The trade was a 95.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 79,262 shares of company stock worth $16,763,990 in the last quarter. 5.20% of the stock is currently owned by corporate insiders.

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.