Key Points
- EVP Thomas Michael Regan sold 871 shares of Ryder at an average price of $212.81 on Feb. 13, raising $185,357 and reducing his holding by about 10.11% to 7,747 shares, per an SEC Form 4 filing.
- Ryder missed Q4 estimates (EPS $3.59 vs. $3.66; revenue $2.60B vs. $3.21B) but issued upbeat FY‑2026 EPS guidance of 13.45–14.45 and Q1 guidance of 2.10–2.35, signaling confidence in forward earnings despite the miss.
- There has been material insider selling across management and the board (e.g., a director sold ~32,230 shares), a factor that could weigh on sentiment even as the company pays a quarterly dividend of $0.91 (annualized $3.64, ~1.6% yield).
Ryder System, Inc. (NYSE:R - Get Free Report) EVP Thomas Michael Regan sold 871 shares of the firm's stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $212.81, for a total value of $185,357.51. Following the completion of the transaction, the executive vice president owned 7,747 shares of the company's stock, valued at approximately $1,648,639.07. The trade was a 10.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.
Ryder System Price Performance
Shares of NYSE R opened at $222.91 on Thursday. Ryder System, Inc. has a 52 week low of $125.54 and a 52 week high of $230.38. The business's 50 day moving average price is $197.67 and its 200 day moving average price is $185.87. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.24. The firm has a market cap of $8.79 billion, a P/E ratio of 18.62 and a beta of 0.96.
Ryder System (NYSE:R - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate 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 net margin of 3.95% and a return on equity of 17.70%. The firm's revenue was down .4% on a year-over-year basis. During the same period last 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, sell-side analysts expect that Ryder System, Inc. will post 13.68 earnings per share for the current year.
Ryder System Announces Dividend
The business also recently disclosed 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 dividend on an annualized basis and a dividend yield of 1.6%. Ryder System's dividend payout ratio (DPR) is presently 30.41%.
Analyst Ratings Changes
Several brokerages recently weighed in on R. Weiss Ratings reiterated a "buy (b)" rating on shares of Ryder System in a research report on Thursday, January 22nd. Wolfe Research reiterated a "peer perform" rating on shares of Ryder System in a research note on Thursday, January 8th. JPMorgan Chase & Co. raised their price target on shares of Ryder System from $194.00 to $197.00 and gave the company a "neutral" rating in a research report on Friday, October 24th. 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 research report on Friday, February 13th. Finally, Citigroup raised their target price on Ryder System from $218.00 to $245.00 and gave the company 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 company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $215.44.
Check Out Our Latest Research Report on Ryder System
Institutional Trading of Ryder System
Institutional investors have recently modified their holdings of the stock. Hantz Financial Services Inc. increased its stake in shares of Ryder System by 770.0% during the second quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company's stock worth $28,000 after purchasing an additional 154 shares in the last quarter. Root Financial Partners LLC acquired a new stake in Ryder System in the 3rd quarter worth about $28,000. Mitsubishi UFJ Asset Management Co. Ltd. increased 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 worth $29,000 after buying an additional 128 shares in the last quarter. MAI Capital Management increased its stake 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 buying an additional 68 shares in the last quarter. Finally, Los Angeles Capital Management LLC acquired a new position in shares of Ryder System during the fourth quarter valued at approximately $31,000. Institutional investors and hedge funds own 87.47% of the company's stock.
Key Stories Impacting Ryder System
Here are the key news stories impacting Ryder System this week:
- Positive Sentiment: Management issued upbeat FY‑2026 EPS guidance (13.45–14.45) and Q1 guidance; company said share repurchases boosted year‑over‑year Q4 EPS — guidance and buybacks support forward earnings expectations. Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
- Positive Sentiment: Board declared a quarterly dividend (annualized $3.64, yield ≈1.6%; payable Mar. 20) — a steady payout plus buybacks can make the stock more attractive to income/total‑return investors. Ryder System CMO Sells
- Neutral Sentiment: Management presented at Barclays and Citi investor conferences; transcripts released — helpful for detail and tone but not an immediate earnings catalyst. Barclays Conference Transcript Citi Conference Transcript
- Neutral Sentiment: Analysts have been raising targets (Wells Fargo, Citi among others) — uplifts to sentiment/price targets can support the rally but depend on execution. Analyst Notes (MarketBeat)
- Negative Sentiment: Material insider selling across management and the board (multiple Form 4 filings; e.g., Director E. Follin Smith sold ~32,230 shares) — concentrated insider exits can sap sentiment and add selling pressure. SEC Form 4 — E. Follin Smith
- Negative Sentiment: Q4 showed an EPS miss vs. consensus and a sizable revenue shortfall — investors will be watching organic revenue and margin trends beyond buyback‑driven EPS. Ryder Q4 Earnings Miss
- Negative Sentiment: Short interest on the NYSE composite has risen — higher short activity can amplify downside volatility if negative news appears. Short Interest Rise
Ryder System Company Profile
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Get Free Report)
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.
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